vs
Broadridge Financial Solutions（BR）与CACI INTERNATIONAL INC（CACI）财务数据对比。点击上方公司名可切换其他公司
CACI INTERNATIONAL INC的季度营收约是Broadridge Financial Solutions的1.3倍（$2.2B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 5.6%，领先11.0%），CACI INTERNATIONAL INC同比增速更快（5.7% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 7.0%）
Broadridge Financial Solutions是2007年从自动数据处理公司（ADP）分拆成立的上市企业服务及金融科技企业，总部位于纽约莱克萨克塞斯，为金融行业客户提供股东委托书、年报等金融单证服务，以及线上年会等股东沟通解决方案。
CACI国际公司是总部位于美国的跨国专业服务与信息技术企业，主要为国防、情报、民用政府部门及部分私营领域客户提供定制技术解决方案、网络安全服务、数据分析支持与关键任务运营保障服务。
BR vs CACI — 直观对比
营收规模更大
CACI
是对方的1.3倍
$1.7B
营收增速更快
CACI
高出11.1%
-5.4%
净利率更高
BR
高出11.0%
5.6%
两年增速更快
BR
近两年复合增速
7.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $284.6M | $123.9M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 9.3% |
| 净利率 | 16.6% | 5.6% |
| 营收同比 | -5.4% | 5.7% |
| 净利润同比 | 17.1% | 12.7% |
| 每股收益（稀释后） | $2.42 | $5.59 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BRCACI
| Q4 25 | $1.7B | $2.2B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.7B | $1.9B |
净利润BRCACI
| Q4 25 | $284.6M | $123.9M | ||
| Q3 25 | — | $124.8M | ||
| Q2 25 | $374.2M | $157.9M | ||
| Q1 25 | $243.1M | $111.9M | ||
| Q4 24 | $142.4M | $109.9M | ||
| Q3 24 | $79.8M | $120.2M | ||
| Q2 24 | $323.2M | $134.7M | ||
| Q1 24 | $213.7M | $115.3M |
毛利率BRCACI
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 35.5% | — | ||
| Q1 24 | 31.2% | — |
营业利润率BRCACI
| Q4 25 | 12.0% | 9.3% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | 24.1% | 9.0% | ||
| Q1 25 | 19.0% | 9.1% | ||
| Q4 24 | 13.3% | 8.6% | ||
| Q3 24 | 9.4% | 8.7% | ||
| Q2 24 | 22.7% | 9.7% | ||
| Q1 24 | 17.5% | 9.4% |
净利率BRCACI
| Q4 25 | 16.6% | 5.6% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | 18.1% | 6.9% | ||
| Q1 25 | 13.4% | 5.2% | ||
| Q4 24 | 9.0% | 5.2% | ||
| Q3 24 | 5.6% | 5.8% | ||
| Q2 24 | 16.6% | 6.6% | ||
| Q1 24 | 12.4% | 6.0% |
每股收益（稀释后）BRCACI
| Q4 25 | $2.42 | $5.59 | ||
| Q3 25 | — | $5.63 | ||
| Q2 25 | $3.17 | $7.11 | ||
| Q1 25 | $2.05 | $5.00 | ||
| Q4 24 | $1.20 | $4.88 | ||
| Q3 24 | $0.68 | $5.33 | ||
| Q2 24 | $2.72 | $5.97 | ||
| Q1 24 | $1.79 | $5.13 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $371.5M | $423.0M |
| 总债务越低越好 | $3.2B | $3.0B |
| 股东权益账面价值 | $2.9B | $4.1B |
| 总资产 | $8.6B | $8.9B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.72× |
8季度趋势，按日历期对齐
现金及短期投资BRCACI
| Q4 25 | $371.5M | $423.0M | ||
| Q3 25 | — | $133.0M | ||
| Q2 25 | $562.2M | $106.2M | ||
| Q1 25 | $317.9M | $223.9M | ||
| Q4 24 | $290.6M | $175.7M | ||
| Q3 24 | $293.5M | $440.7M | ||
| Q2 24 | $305.2M | $134.0M | ||
| Q1 24 | $236.4M | $159.2M |
总债务BRCACI
| Q4 25 | $3.2B | $3.0B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $3.3B | $2.9B | ||
| Q1 25 | $3.4B | $3.1B | ||
| Q4 24 | $3.7B | $3.1B | ||
| Q3 24 | $3.6B | $1.8B | ||
| Q2 24 | $3.4B | $1.5B | ||
| Q1 24 | $3.5B | $1.7B |
股东权益BRCACI
| Q4 25 | $2.9B | $4.1B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | $2.7B | $3.9B | ||
| Q1 25 | $2.4B | $3.7B | ||
| Q4 24 | $2.2B | $3.7B | ||
| Q3 24 | $2.2B | $3.7B | ||
| Q2 24 | $2.2B | $3.5B | ||
| Q1 24 | $2.3B | $3.4B |
总资产BRCACI
| Q4 25 | $8.6B | $8.9B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | $8.5B | $8.6B | ||
| Q1 25 | $8.3B | $8.6B | ||
| Q4 24 | $8.2B | $8.5B | ||
| Q3 24 | $8.0B | $7.2B | ||
| Q2 24 | $8.2B | $6.8B | ||
| Q1 24 | $8.2B | $6.8B |
负债/权益比BRCACI
| Q4 25 | 1.10× | 0.72× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | 1.22× | 0.75× | ||
| Q1 25 | 1.44× | 0.84× | ||
| Q4 24 | 1.64× | 0.82× | ||
| Q3 24 | 1.63× | 0.50× | ||
| Q2 24 | 1.55× | 0.44× | ||
| Q1 24 | 1.55× | 0.50× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $154.2M |
| 自由现金流经营现金流 - 资本支出 | — | $138.2M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | — | 1.24× |
| 过去12个月自由现金流最近4个季度 | — | $634.3M |
8季度趋势，按日历期对齐
经营现金流BRCACI
| Q4 25 | — | $154.2M | ||
| Q3 25 | — | $171.1M | ||
| Q2 25 | $699.7M | $156.0M | ||
| Q1 25 | $360.4M | $230.3M | ||
| Q4 24 | $236.7M | $126.0M | ||
| Q3 24 | $-125.5M | $34.7M | ||
| Q2 24 | $721.0M | $157.2M | ||
| Q1 24 | $207.4M | $198.3M |
自由现金流BRCACI
| Q4 25 | — | $138.2M | ||
| Q3 25 | — | $154.1M | ||
| Q2 25 | $684.1M | $128.0M | ||
| Q1 25 | $348.9M | $214.1M | ||
| Q4 24 | $227.9M | $116.1M | ||
| Q3 24 | $-133.4M | $23.2M | ||
| Q2 24 | $703.2M | $134.6M | ||
| Q1 24 | $184.6M | $186.6M |
自由现金流率BRCACI
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | 33.1% | 5.6% | ||
| Q1 25 | 19.3% | 9.9% | ||
| Q4 24 | 14.3% | 5.5% | ||
| Q3 24 | -9.4% | 1.1% | ||
| Q2 24 | 36.2% | 6.6% | ||
| Q1 24 | 10.7% | 9.6% |
资本支出强度BRCACI
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 0.8% | 1.2% | ||
| Q1 25 | 0.6% | 0.7% | ||
| Q4 24 | 0.6% | 0.5% | ||
| Q3 24 | 0.6% | 0.6% | ||
| Q2 24 | 0.9% | 1.1% | ||
| Q1 24 | 1.3% | 0.6% |
现金转化率BRCACI
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | 1.87× | 0.99× | ||
| Q1 25 | 1.48× | 2.06× | ||
| Q4 24 | 1.66× | 1.15× | ||
| Q3 24 | -1.57× | 0.29× | ||
| Q2 24 | 2.23× | 1.17× | ||
| Q1 24 | 0.97× | 1.72× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
CACI
| Service Other | $876.3M | 39% |
| Intelligence Community | $539.0M | 24% |
| Federal Civilian Agencies | $438.6M | 20% |
| Subcontractor | $202.5M | 9% |
| Other | $148.5M | 7% |
| Commercial And Other | $15.2M | 1% |
