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Broadridge Financial Solutions（BR）与DARLING INGREDIENTS INC.（DAR）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DARLING INGREDIENTS INC.的1.1倍（$1.7B vs $1.6B），Broadridge Financial Solutions净利率更高（16.6% vs 1.2%，领先15.4%），DARLING INGREDIENTS INC.同比增速更快（10.0% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -1.6%）
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。
Darling Ingredients Inc.是全球领先的可持续天然原料生产商，将可食用及不可食用有机副产品加工为食品级营养成分、动物饲料添加剂、制药原料、生物燃料组分等高价值产品，服务全球食品、农业、制药、可再生能源领域客户。
BR vs DAR — 直观对比
营收规模更大
BR
是对方的1.1倍
$1.6B
营收增速更快
DAR
高出15.4%
-5.4%
净利率更高
BR
高出15.4%
1.2%
两年增速更快
BR
近两年复合增速
-1.6%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.6B |
| 净利润 | $284.6M | $19.4M |
| 毛利率 | 27.6% | 24.7% |
| 营业利润率 | 12.0% | 4.6% |
| 净利率 | 16.6% | 1.2% |
| 营收同比 | -5.4% | 10.0% |
| 净利润同比 | 17.1% | 14.2% |
| 每股收益（稀释后） | $2.42 | $0.12 |
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BRDAR
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.7B | $1.4B |
净利润BRDAR
| Q4 25 | $284.6M | — | ||
| Q3 25 | — | $19.4M | ||
| Q2 25 | $374.2M | $12.7M | ||
| Q1 25 | $243.1M | $-26.2M | ||
| Q4 24 | $142.4M | $101.9M | ||
| Q3 24 | $79.8M | $16.9M | ||
| Q2 24 | $323.2M | $78.9M | ||
| Q1 24 | $213.7M | $81.2M |
毛利率BRDAR
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | 37.3% | 23.3% | ||
| Q1 25 | 31.8% | 22.6% | ||
| Q4 24 | 27.9% | 23.5% | ||
| Q3 24 | 24.5% | 22.1% | ||
| Q2 24 | 35.5% | 22.5% | ||
| Q1 24 | 31.2% | 21.4% |
营业利润率BRDAR
| Q4 25 | 12.0% | — | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | 24.1% | 5.1% | ||
| Q1 25 | 19.0% | 2.1% | ||
| Q4 24 | 13.3% | 8.6% | ||
| Q3 24 | 9.4% | 4.2% | ||
| Q2 24 | 22.7% | 10.2% | ||
| Q1 24 | 17.5% | 9.7% |
净利率BRDAR
| Q4 25 | 16.6% | — | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | 18.1% | 0.9% | ||
| Q1 25 | 13.4% | -1.9% | ||
| Q4 24 | 9.0% | 7.2% | ||
| Q3 24 | 5.6% | 1.2% | ||
| Q2 24 | 16.6% | 5.4% | ||
| Q1 24 | 12.4% | 5.7% |
每股收益（稀释后）BRDAR
| Q4 25 | $2.42 | — | ||
| Q3 25 | — | $0.12 | ||
| Q2 25 | $3.17 | $0.08 | ||
| Q1 25 | $2.05 | $-0.16 | ||
| Q4 24 | $1.20 | $0.63 | ||
| Q3 24 | $0.68 | $0.11 | ||
| Q2 24 | $2.72 | $0.49 | ||
| Q1 24 | $1.79 | $0.50 |
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 | $91.5M |
| 总债务越低越好 | $3.2B | $4.0B |
| 股东权益账面价值 | $2.9B | $4.7B |
| 总资产 | $8.6B | $10.5B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.86× |
8季度趋势，按日历期对齐
现金及短期投资BRDAR
| Q4 25 | $371.5M | — | ||
| Q3 25 | — | $91.5M | ||
| Q2 25 | $562.2M | $94.6M | ||
| Q1 25 | $317.9M | $81.5M | ||
| Q4 24 | $290.6M | $76.0M | ||
| Q3 24 | $293.5M | $114.8M | ||
| Q2 24 | $305.2M | $121.6M | ||
| Q1 24 | $236.4M | $145.5M |
总债务BRDAR
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | $3.3B | $3.9B | ||
| Q1 25 | $3.4B | $3.8B | ||
| Q4 24 | $3.7B | $3.9B | ||
| Q3 24 | $3.6B | $4.1B | ||
| Q2 24 | $3.4B | $4.3B | ||
| Q1 24 | $3.5B | $4.4B |
股东权益BRDAR
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $2.7B | $4.6B | ||
| Q1 25 | $2.4B | $4.4B | ||
| Q4 24 | $2.2B | $4.4B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.2B | $4.5B | ||
| Q1 24 | $2.3B | $4.6B |
总资产BRDAR
| Q4 25 | $8.6B | — | ||
| Q3 25 | — | $10.5B | ||
| Q2 25 | $8.5B | $10.3B | ||
| Q1 25 | $8.3B | $10.0B | ||
| Q4 24 | $8.2B | $10.1B | ||
| Q3 24 | $8.0B | $10.6B | ||
| Q2 24 | $8.2B | $10.6B | ||
| Q1 24 | $8.2B | $10.9B |
负债/权益比BRDAR
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | 1.22× | 0.85× | ||
| Q1 25 | 1.44× | 0.86× | ||
| Q4 24 | 1.64× | 0.89× | ||
| Q3 24 | 1.63× | 0.91× | ||
| Q2 24 | 1.55× | 0.97× | ||
| Q1 24 | 1.55× | 0.95× |
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 | — | $224.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 11.59× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BRDAR
| Q4 25 | — | — | ||
| Q3 25 | — | $224.3M | ||
| Q2 25 | $699.7M | $145.8M | ||
| Q1 25 | $360.4M | $249.0M | ||
| Q4 24 | $236.7M | $154.4M | ||
| Q3 24 | $-125.5M | $274.5M | ||
| Q2 24 | $721.0M | $146.5M | ||
| Q1 24 | $207.4M | $263.9M |
自由现金流BRDAR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $684.1M | — | ||
| Q1 25 | $348.9M | — | ||
| Q4 24 | $227.9M | — | ||
| Q3 24 | $-133.4M | — | ||
| Q2 24 | $703.2M | — | ||
| Q1 24 | $184.6M | — |
自由现金流率BRDAR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 33.1% | — | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 10.7% | — |
资本支出强度BRDAR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.3% | — |
现金转化率BRDAR
| Q4 25 | — | — | ||
| Q3 25 | — | 11.59× | ||
| Q2 25 | 1.87× | 11.52× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | 1.52× | ||
| Q3 24 | -1.57× | 16.19× | ||
| Q2 24 | 2.23× | 1.86× | ||
| Q1 24 | 0.97× | 3.25× |
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% |
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
