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Broadridge Financial Solutions（BR）与Chewy, Inc.（CHWY）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是Broadridge Financial Solutions的1.8倍（$3.1B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 1.9%，领先14.7%），Chewy, Inc.同比增速更快（8.3% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 4.6%）
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。
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
BR vs CHWY — 直观对比
营收规模更大
CHWY
是对方的1.8倍
$1.7B
营收增速更快
CHWY
高出13.7%
-5.4%
净利率更高
BR
高出14.7%
1.9%
两年增速更快
BR
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.1B |
| 净利润 | $284.6M | $59.2M |
| 毛利率 | 27.6% | 29.8% |
| 营业利润率 | 12.0% | 2.1% |
| 净利率 | 16.6% | 1.9% |
| 营收同比 | -5.4% | 8.3% |
| 净利润同比 | 17.1% | 1405.6% |
| 每股收益（稀释后） | $2.42 | $0.14 |
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BRCHWY
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $1.8B | $3.2B | ||
| Q4 24 | $1.6B | $2.9B | ||
| Q3 24 | $1.4B | $2.9B | ||
| Q2 24 | $1.9B | $2.9B | ||
| Q1 24 | $1.7B | $2.8B |
净利润BRCHWY
| Q4 25 | $284.6M | $59.2M | ||
| Q3 25 | — | $62.0M | ||
| Q2 25 | $374.2M | $62.4M | ||
| Q1 25 | $243.1M | $22.8M | ||
| Q4 24 | $142.4M | $3.9M | ||
| Q3 24 | $79.8M | $299.1M | ||
| Q2 24 | $323.2M | $66.9M | ||
| Q1 24 | $213.7M | $34.3M |
毛利率BRCHWY
| Q4 25 | 27.6% | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | 37.3% | 29.6% | ||
| Q1 25 | 31.8% | 28.5% | ||
| Q4 24 | 27.9% | 29.3% | ||
| Q3 24 | 24.5% | 29.5% | ||
| Q2 24 | 35.5% | 29.7% | ||
| Q1 24 | 31.2% | 28.2% |
营业利润率BRCHWY
| Q4 25 | 12.0% | 2.1% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | 24.1% | 2.5% | ||
| Q1 25 | 19.0% | -0.3% | ||
| Q4 24 | 13.3% | 0.9% | ||
| Q3 24 | 9.4% | 1.1% | ||
| Q2 24 | 22.7% | 2.2% | ||
| Q1 24 | 17.5% | -0.7% |
净利率BRCHWY
| Q4 25 | 16.6% | 1.9% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | 18.1% | 2.0% | ||
| Q1 25 | 13.4% | 0.7% | ||
| Q4 24 | 9.0% | 0.1% | ||
| Q3 24 | 5.6% | 10.5% | ||
| Q2 24 | 16.6% | 2.3% | ||
| Q1 24 | 12.4% | 1.2% |
每股收益（稀释后）BRCHWY
| Q4 25 | $2.42 | $0.14 | ||
| Q3 25 | — | $0.14 | ||
| Q2 25 | $3.17 | $0.15 | ||
| Q1 25 | $2.05 | $0.07 | ||
| Q4 24 | $1.20 | $0.01 | ||
| Q3 24 | $0.68 | $0.68 | ||
| Q2 24 | $2.72 | $0.15 | ||
| Q1 24 | $1.79 | $0.08 |
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 | $701.5M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $469.4M |
| 总资产 | $8.6B | $3.3B |
| 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BRCHWY
| Q4 25 | $371.5M | $701.5M | ||
| Q3 25 | — | $591.8M | ||
| Q2 25 | $562.2M | $616.4M | ||
| Q1 25 | $317.9M | $596.7M | ||
| Q4 24 | $290.6M | $507.5M | ||
| Q3 24 | $293.5M | $695.0M | ||
| Q2 24 | $305.2M | $1.1B | ||
| Q1 24 | $236.4M | $1.1B |
总债务BRCHWY
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRCHWY
| Q4 25 | $2.9B | $469.4M | ||
| Q3 25 | — | $389.9M | ||
| Q2 25 | $2.7B | $375.6M | ||
| Q1 25 | $2.4B | $261.5M | ||
| Q4 24 | $2.2B | $223.4M | ||
| Q3 24 | $2.2B | $486.7M | ||
| Q2 24 | $2.2B | $642.9M | ||
| Q1 24 | $2.3B | $510.2M |
总资产BRCHWY
| Q4 25 | $8.6B | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $8.5B | $3.1B | ||
| Q1 25 | $8.3B | $3.0B | ||
| Q4 24 | $8.2B | $3.0B | ||
| Q3 24 | $8.0B | $3.1B | ||
| Q2 24 | $8.2B | $3.2B | ||
| Q1 24 | $8.2B | $3.2B |
负债/权益比BRCHWY
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 1.55× | — |
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 | — | $207.9M |
| 自由现金流经营现金流 - 资本支出 | — | $175.8M |
| 自由现金流率自由现金流/营收 | — | 5.6% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 3.51× |
| 过去12个月自由现金流最近4个季度 | — | $487.0M |
8季度趋势，按日历期对齐
经营现金流BRCHWY
| Q4 25 | — | $207.9M | ||
| Q3 25 | — | $133.9M | ||
| Q2 25 | $699.7M | $86.4M | ||
| Q1 25 | $360.4M | $207.5M | ||
| Q4 24 | $236.7M | $183.5M | ||
| Q3 24 | $-125.5M | $123.4M | ||
| Q2 24 | $721.0M | $81.9M | ||
| Q1 24 | $207.4M | $98.9M |
自由现金流BRCHWY
| Q4 25 | — | $175.8M | ||
| Q3 25 | — | $105.9M | ||
| Q2 25 | $684.1M | $48.7M | ||
| Q1 25 | $348.9M | $156.6M | ||
| Q4 24 | $227.9M | $151.8M | ||
| Q3 24 | $-133.4M | $91.5M | ||
| Q2 24 | $703.2M | $52.6M | ||
| Q1 24 | $184.6M | $66.5M |
自由现金流率BRCHWY
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | 33.1% | 1.6% | ||
| Q1 25 | 19.3% | 4.8% | ||
| Q4 24 | 14.3% | 5.3% | ||
| Q3 24 | -9.4% | 3.2% | ||
| Q2 24 | 36.2% | 1.8% | ||
| Q1 24 | 10.7% | 2.3% |
资本支出强度BRCHWY
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | 0.8% | 1.2% | ||
| Q1 25 | 0.6% | 1.6% | ||
| Q4 24 | 0.6% | 1.1% | ||
| Q3 24 | 0.6% | 1.1% | ||
| Q2 24 | 0.9% | 1.0% | ||
| Q1 24 | 1.3% | 1.1% |
现金转化率BRCHWY
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.16× | ||
| Q2 25 | 1.87× | 1.38× | ||
| Q1 25 | 1.48× | 9.10× | ||
| Q4 24 | 1.66× | 46.66× | ||
| Q3 24 | -1.57× | 0.41× | ||
| Q2 24 | 2.23× | 1.22× | ||
| Q1 24 | 0.97× | 2.89× |
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% |
CHWY
暂无分部数据
