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Broadridge Financial Solutions（BR）与Crown Castle（CCI）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是Crown Castle的1.7倍（$1.7B vs $1.0B），Crown Castle净利率更高（77.2% vs 16.6%，领先60.6%），Crown Castle同比增速更快（-4.8% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -4.5%）
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。
Crown Castle Inc.是总部位于美国得克萨斯州休斯敦的房地产投资信托企业，同时是美国共享通信基础设施服务商，在全球设有100个办事处，旗下拥有超4万座信号塔、约8.5万英里光纤线路，为小基站及光纤系统提供网络支撑。
BR vs CCI — 直观对比
营收规模更大
BR
是对方的1.7倍
$1.0B
营收增速更快
CCI
高出0.6%
-5.4%
净利率更高
CCI
高出60.6%
16.6%
两年增速更快
BR
近两年复合增速
-4.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.0B |
| 净利润 | $284.6M | $780.0M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | — |
| 净利率 | 16.6% | 77.2% |
| 营收同比 | -5.4% | -4.8% |
| 净利润同比 | 17.1% | 76.0% |
| 每股收益（稀释后） | $2.42 | $1.80 |
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BRCCI
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.9B | $1.1B |
净利润BRCCI
| Q1 26 | — | $780.0M | ||
| Q4 25 | $284.6M | $294.0M | ||
| Q3 25 | — | $323.0M | ||
| Q2 25 | $374.2M | $291.0M | ||
| Q1 25 | $243.1M | $-464.0M | ||
| Q4 24 | $142.4M | — | ||
| Q3 24 | $79.8M | $303.0M | ||
| Q2 24 | $323.2M | $251.0M |
毛利率BRCCI
| Q1 26 | — | — | ||
| Q4 25 | 27.6% | 97.4% | ||
| Q3 25 | — | 97.2% | ||
| Q2 25 | 37.3% | 97.5% | ||
| Q1 25 | 31.8% | 97.4% | ||
| Q4 24 | 27.9% | 97.7% | ||
| Q3 24 | 24.5% | 97.6% | ||
| Q2 24 | 35.5% | 97.7% |
营业利润率BRCCI
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 48.8% | ||
| Q3 25 | — | 49.0% | ||
| Q2 25 | 24.1% | 47.7% | ||
| Q1 25 | 19.0% | 49.1% | ||
| Q4 24 | 13.3% | 51.0% | ||
| Q3 24 | 9.4% | 47.5% | ||
| Q2 24 | 22.7% | 44.7% |
净利率BRCCI
| Q1 26 | — | 77.2% | ||
| Q4 25 | 16.6% | 27.5% | ||
| Q3 25 | — | 30.1% | ||
| Q2 25 | 18.1% | 27.5% | ||
| Q1 25 | 13.4% | -43.7% | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 5.6% | 27.1% | ||
| Q2 24 | 16.6% | 22.7% |
每股收益（稀释后）BRCCI
| Q1 26 | — | $1.80 | ||
| Q4 25 | $2.42 | $0.67 | ||
| Q3 25 | — | $0.74 | ||
| Q2 25 | $3.17 | $0.67 | ||
| Q1 25 | $2.05 | $-1.07 | ||
| Q4 24 | $1.20 | — | ||
| Q3 24 | $0.68 | $0.70 | ||
| Q2 24 | $2.72 | $0.58 |
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 | $55.0K |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | — |
| 总资产 | $8.6B | $31.4M |
| 负债/权益比越低杠杆越低 | 1.10× | — |
8季度趋势，按日历期对齐
现金及短期投资BRCCI
| Q1 26 | — | $55.0K | ||
| Q4 25 | $371.5M | $99.0M | ||
| Q3 25 | — | $57.0M | ||
| Q2 25 | $562.2M | $94.0M | ||
| Q1 25 | $317.9M | $60.0M | ||
| Q4 24 | $290.6M | $100.0M | ||
| Q3 24 | $293.5M | $194.0M | ||
| Q2 24 | $305.2M | $155.0M |
总债务BRCCI
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $21.6B | ||
| Q3 25 | — | $21.6B | ||
| Q2 25 | $3.3B | $22.0B | ||
| Q1 25 | $3.4B | $22.9B | ||
| Q4 24 | $3.7B | $23.5B | ||
| Q3 24 | $3.6B | $23.5B | ||
| Q2 24 | $3.4B | $22.9B |
股东权益BRCCI
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $-1.6B | ||
| Q3 25 | — | $-1.5B | ||
| Q2 25 | $2.7B | $-1.4B | ||
| Q1 25 | $2.4B | $-1.3B | ||
| Q4 24 | $2.2B | $-133.0M | ||
| Q3 24 | $2.2B | $5.3B | ||
| Q2 24 | $2.2B | $5.7B |
总资产BRCCI
| Q1 26 | — | $31.4M | ||
| Q4 25 | $8.6B | $31.5B | ||
| Q3 25 | — | $31.5B | ||
| Q2 25 | $8.5B | $31.6B | ||
| Q1 25 | $8.3B | $31.8B | ||
| Q4 24 | $8.2B | $32.7B | ||
| Q3 24 | $8.0B | $38.0B | ||
| Q2 24 | $8.2B | $38.2B |
负债/权益比BRCCI
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | 4.43× | ||
| Q2 24 | 1.55× | 4.04× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-43.0M |
| 自由现金流率自由现金流/营收 | — | -4.3% |
| 资本支出强度资本支出/营收 | — | 14.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $4.3B |
8季度趋势，按日历期对齐
经营现金流BRCCI
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $714.0M | ||
| Q2 25 | $699.7M | $832.0M | ||
| Q1 25 | $360.4M | $641.0M | ||
| Q4 24 | $236.7M | $2.9B | ||
| Q3 24 | $-125.5M | $699.0M | ||
| Q2 24 | $721.0M | $768.0M |
自由现金流BRCCI
| Q1 26 | — | $-43.0M | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $671.0M | ||
| Q2 25 | $684.1M | $792.0M | ||
| Q1 25 | $348.9M | $601.0M | ||
| Q4 24 | $227.9M | $2.8B | ||
| Q3 24 | $-133.4M | $661.0M | ||
| Q2 24 | $703.2M | $729.0M |
自由现金流率BRCCI
| Q1 26 | — | -4.3% | ||
| Q4 25 | — | 268.4% | ||
| Q3 25 | — | 62.6% | ||
| Q2 25 | 33.1% | 74.7% | ||
| Q1 25 | 19.3% | 56.6% | ||
| Q4 24 | 14.3% | 247.3% | ||
| Q3 24 | -9.4% | 59.0% | ||
| Q2 24 | 36.2% | 65.9% |
资本支出强度BRCCI
| Q1 26 | — | 14.9% | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | 0.8% | 3.8% | ||
| Q1 25 | 0.6% | 3.8% | ||
| Q4 24 | 0.6% | 15.7% | ||
| Q3 24 | 0.6% | 3.4% | ||
| Q2 24 | 0.9% | 3.5% |
现金转化率BRCCI
| Q1 26 | — | — | ||
| Q4 25 | — | 10.40× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | 1.87× | 2.86× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | 2.31× | ||
| Q2 24 | 2.23× | 3.06× |
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% |
CCI
| Site rental | $961.0M | 95% |
| Services and other | $49.0M | 5% |
