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Broadridge Financial Solutions（BR）与COMMUNITY HEALTH SYSTEMS INC（CYH）财务数据对比。点击上方公司名可切换其他公司
COMMUNITY HEALTH SYSTEMS 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 3.5%，领先13.1%），COMMUNITY HEALTH SYSTEMS INC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 -0.5%）
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。
社区卫生系统公司总部位于美国田纳西州富兰克林，是财富500强企业。按急症护理机构数量计算，该公司曾是美国最大的综合医院医疗服务提供商。2014年它旗下有约200家医院，到2021年机构数量缩减至约85家。
BR vs CYH — 直观对比
营收规模更大
CYH
是对方的1.8倍
$1.7B
营收增速更快
CYH
高出0.6%
-5.4%
净利率更高
BR
高出13.1%
3.5%
两年增速更快
BR
近两年复合增速
-0.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.1B |
| 净利润 | $284.6M | $110.0M |
| 毛利率 | 27.6% | 85.6% |
| 营业利润率 | 12.0% | 14.5% |
| 净利率 | 16.6% | 3.5% |
| 营收同比 | -5.4% | -4.8% |
| 净利润同比 | 17.1% | 254.9% |
| 每股收益（稀释后） | $2.42 | $0.82 |
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BRCYH
| 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 | $3.3B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.9B | $3.1B | ||
| Q1 24 | $1.7B | $3.1B |
净利润BRCYH
| Q4 25 | $284.6M | $110.0M | ||
| Q3 25 | — | $130.0M | ||
| Q2 25 | $374.2M | $282.0M | ||
| Q1 25 | $243.1M | $-13.0M | ||
| Q4 24 | $142.4M | $-71.0M | ||
| Q3 24 | $79.8M | $-391.0M | ||
| Q2 24 | $323.2M | $-13.0M | ||
| Q1 24 | $213.7M | $-41.0M |
毛利率BRCYH
| Q4 25 | 27.6% | 85.6% | ||
| Q3 25 | — | 85.1% | ||
| Q2 25 | 37.3% | 85.0% | ||
| Q1 25 | 31.8% | 84.5% | ||
| Q4 24 | 27.9% | 84.5% | ||
| Q3 24 | 24.5% | 84.8% | ||
| Q2 24 | 35.5% | 84.6% | ||
| Q1 24 | 31.2% | 84.5% |
营业利润率BRCYH
| Q4 25 | 12.0% | 14.5% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | 24.1% | 16.3% | ||
| Q1 25 | 19.0% | 9.0% | ||
| Q4 24 | 13.3% | 8.5% | ||
| Q3 24 | 9.4% | -6.6% | ||
| Q2 24 | 22.7% | 7.6% | ||
| Q1 24 | 17.5% | 7.4% |
净利率BRCYH
| Q4 25 | 16.6% | 3.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | 18.1% | 9.0% | ||
| Q1 25 | 13.4% | -0.4% | ||
| Q4 24 | 9.0% | -2.2% | ||
| Q3 24 | 5.6% | -12.7% | ||
| Q2 24 | 16.6% | -0.4% | ||
| Q1 24 | 12.4% | -1.3% |
每股收益（稀释后）BRCYH
| Q4 25 | $2.42 | $0.82 | ||
| Q3 25 | — | $0.96 | ||
| Q2 25 | $3.17 | $2.09 | ||
| Q1 25 | $2.05 | $-0.10 | ||
| Q4 24 | $1.20 | $-0.53 | ||
| Q3 24 | $0.68 | $-2.95 | ||
| Q2 24 | $2.72 | $-0.10 | ||
| Q1 24 | $1.79 | $-0.32 |
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 | $260.0M |
| 总债务越低越好 | $3.2B | $10.4B |
| 股东权益账面价值 | $2.9B | $-1.4B |
| 总资产 | $8.6B | $13.2B |
| 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BRCYH
| Q4 25 | $371.5M | $260.0M | ||
| Q3 25 | — | $123.0M | ||
| Q2 25 | $562.2M | $456.0M | ||
| Q1 25 | $317.9M | $431.0M | ||
| Q4 24 | $290.6M | $37.0M | ||
| Q3 24 | $293.5M | $33.0M | ||
| Q2 24 | $305.2M | $39.0M | ||
| Q1 24 | $236.4M | $48.0M |
总债务BRCYH
| Q4 25 | $3.2B | $10.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $11.5B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRCYH
| Q4 25 | $2.9B | $-1.4B | ||
| Q3 25 | — | $-1.5B | ||
| Q2 25 | $2.7B | $-1.6B | ||
| Q1 25 | $2.4B | $-1.9B | ||
| Q4 24 | $2.2B | $-1.9B | ||
| Q3 24 | $2.2B | $-1.8B | ||
| Q2 24 | $2.2B | $-1.4B | ||
| Q1 24 | $2.3B | $-1.4B |
总资产BRCYH
| Q4 25 | $8.6B | $13.2B | ||
| Q3 25 | — | $13.2B | ||
| Q2 25 | $8.5B | $13.6B | ||
| Q1 25 | $8.3B | $13.9B | ||
| Q4 24 | $8.2B | $14.1B | ||
| Q3 24 | $8.0B | $13.9B | ||
| Q2 24 | $8.2B | $14.4B | ||
| Q1 24 | $8.2B | $14.4B |
负债/权益比BRCYH
| 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 | — | $266.0M |
| 自由现金流经营现金流 - 资本支出 | — | $172.0M |
| 自由现金流率自由现金流/营收 | — | 5.5% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 2.42× |
| 过去12个月自由现金流最近4个季度 | — | $208.0M |
8季度趋势，按日历期对齐
经营现金流BRCYH
| Q4 25 | — | $266.0M | ||
| Q3 25 | — | $69.0M | ||
| Q2 25 | $699.7M | $88.0M | ||
| Q1 25 | $360.4M | $120.0M | ||
| Q4 24 | $236.7M | $216.0M | ||
| Q3 24 | $-125.5M | $67.0M | ||
| Q2 24 | $721.0M | $101.0M | ||
| Q1 24 | $207.4M | $96.0M |
自由现金流BRCYH
| Q4 25 | — | $172.0M | ||
| Q3 25 | — | $4.0M | ||
| Q2 25 | $684.1M | $-3.0M | ||
| Q1 25 | $348.9M | $35.0M | ||
| Q4 24 | $227.9M | $107.0M | ||
| Q3 24 | $-133.4M | $-3.0M | ||
| Q2 24 | $703.2M | $13.0M | ||
| Q1 24 | $184.6M | $3.0M |
自由现金流率BRCYH
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | 33.1% | -0.1% | ||
| Q1 25 | 19.3% | 1.1% | ||
| Q4 24 | 14.3% | 3.3% | ||
| Q3 24 | -9.4% | -0.1% | ||
| Q2 24 | 36.2% | 0.4% | ||
| Q1 24 | 10.7% | 0.1% |
资本支出强度BRCYH
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | 0.8% | 2.9% | ||
| Q1 25 | 0.6% | 2.7% | ||
| Q4 24 | 0.6% | 3.3% | ||
| Q3 24 | 0.6% | 2.3% | ||
| Q2 24 | 0.9% | 2.8% | ||
| Q1 24 | 1.3% | 3.0% |
现金转化率BRCYH
| Q4 25 | — | 2.42× | ||
| Q3 25 | — | 0.53× | ||
| Q2 25 | 1.87× | 0.31× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | — | ||
| Q1 24 | 0.97× | — |
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% |
CYH
| Managed Care And Other Third Party Payors | $1.5B | 49% |
| Medicare Managed Care | $570.0M | 18% |
| Medicare | $512.0M | 16% |
| Medicaid | $464.0M | 15% |
| Self Pay Revenue | $34.0M | 1% |
