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Broadridge Financial Solutions（BR）与芝商所（CME）财务数据对比。点击上方公司名可切换其他公司
芝商所的季度营收约是Broadridge Financial Solutions的1.1倍（$1.9B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 0.1%，领先16.5%），芝商所同比增速更快（14.5% vs -5.4%），过去两年芝商所的营收复合增速更高（10.8% vs 10.4%）
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。
芝商所是总部位于美国伊利诺伊州芝加哥的金融服务企业，为全球规模最大的金融衍生品交易所运营商，旗下拥有芝加哥商品交易所、芝加哥期货交易所、纽约商业交易所、纽约商品交易所等交易平台，覆盖农产品、货币、能源等品类交易，同时持有标普道琼斯指数27%的股权。
BR vs CME — 直观对比
营收规模更大
CME
是对方的1.1倍
$1.7B
营收增速更快
CME
高出19.9%
-5.4%
净利率更高
BR
高出16.5%
0.1%
两年增速更快
CME
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $284.6M | $1.2M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 0.1% |
| 净利率 | 16.6% | 0.1% |
| 营收同比 | -5.4% | 14.5% |
| 净利润同比 | 17.1% | 20.7% |
| 每股收益（稀释后） | $2.42 | — |
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BRCME
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.7B | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.9B | $1.5B |
净利润BRCME
| Q1 26 | — | $1.2M | ||
| Q4 25 | $284.6M | $1.2B | ||
| Q3 25 | — | $908.0M | ||
| Q2 25 | $374.2M | $1.0B | ||
| Q1 25 | $243.1M | $956.2M | ||
| Q4 24 | $142.4M | $874.6M | ||
| Q3 24 | $79.8M | $912.8M | ||
| Q2 24 | $323.2M | $883.2M |
毛利率BRCME
| Q1 26 | — | — | ||
| 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% | — |
营业利润率BRCME
| Q1 26 | — | 0.1% | ||
| Q4 25 | 12.0% | 61.8% | ||
| Q3 25 | — | 63.3% | ||
| Q2 25 | 24.1% | 66.7% | ||
| Q1 25 | 19.0% | 67.5% | ||
| Q4 24 | 13.3% | 62.1% | ||
| Q3 24 | 9.4% | 64.6% | ||
| Q2 24 | 22.7% | 65.3% |
净利率BRCME
| Q1 26 | — | 0.1% | ||
| Q4 25 | 16.6% | 71.7% | ||
| Q3 25 | — | 59.1% | ||
| Q2 25 | 18.1% | 60.6% | ||
| Q1 25 | 13.4% | 58.2% | ||
| Q4 24 | 9.0% | 57.3% | ||
| Q3 24 | 5.6% | 57.6% | ||
| Q2 24 | 16.6% | 57.6% |
每股收益（稀释后）BRCME
| Q1 26 | — | — | ||
| Q4 25 | $2.42 | $3.24 | ||
| Q3 25 | — | $2.49 | ||
| Q2 25 | $3.17 | $2.81 | ||
| Q1 25 | $2.05 | $2.62 | ||
| Q4 24 | $1.20 | $2.40 | ||
| Q3 24 | $0.68 | $2.50 | ||
| Q2 24 | $2.72 | $2.42 |
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 | $2.4B |
| 总债务越低越好 | $3.2B | $3.4B |
| 股东权益账面价值 | $2.9B | — |
| 总资产 | $8.6B | $202.0B |
| 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BRCME
| Q1 26 | — | $2.4B | ||
| Q4 25 | $371.5M | $4.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $562.2M | $2.1B | ||
| Q1 25 | $317.9M | $1.5B | ||
| Q4 24 | $290.6M | $3.0B | ||
| Q3 24 | $293.5M | $2.4B | ||
| Q2 24 | $305.2M | $1.9B |
总债务BRCME
| Q1 26 | — | $3.4B | ||
| 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 | — |
股东权益BRCME
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $28.7B | ||
| Q3 25 | — | $28.2B | ||
| Q2 25 | $2.7B | $27.7B | ||
| Q1 25 | $2.4B | $27.0B | ||
| Q4 24 | $2.2B | $26.5B | ||
| Q3 24 | $2.2B | $28.2B | ||
| Q2 24 | $2.2B | $27.6B |
总资产BRCME
| Q1 26 | — | $202.0B | ||
| Q4 25 | $8.6B | $198.4B | ||
| Q3 25 | — | $187.1B | ||
| Q2 25 | $8.5B | $179.9B | ||
| Q1 25 | $8.3B | $157.8B | ||
| Q4 24 | $8.2B | $137.4B | ||
| Q3 24 | $8.0B | $137.8B | ||
| Q2 24 | $8.2B | $123.4B |
负债/权益比BRCME
| Q1 26 | — | — | ||
| 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× | — |
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% |
CME
暂无分部数据
