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Broadridge Financial Solutions（BR）与AMDOCS LTD（DOX）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AMDOCS LTD的1.4倍（$1.7B vs $1.3B），Broadridge Financial Solutions净利率更高（16.6% vs 11.2%，领先5.4%），AMDOCS LTD同比增速更快（1.1% 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。
Amdocs是一家跨国电信科技企业，总部位于美国密苏里州切斯特菲尔德，1982年成立，于纳斯达克证券交易所挂牌上市，专注为通信、媒体、金融服务供应商及数字企业提供专业软件与相关服务。
BR vs DOX — 直观对比
营收规模更大
BR
是对方的1.4倍
$1.3B
营收增速更快
DOX
高出6.5%
-5.4%
净利率更高
BR
高出5.4%
11.2%
两年增速更快
BR
近两年复合增速
4.5%
损益表 — Q2 FY2026 vs Q3 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $284.6M | $140.3M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 14.1% |
| 净利率 | 16.6% | 11.2% |
| 营收同比 | -5.4% | 1.1% |
| 净利润同比 | 17.1% | -12.0% |
| 每股收益（稀释后） | $2.42 | $1.21 |
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BRDOX
| Q4 25 | $1.7B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.7B | $1.2B | ||
| Q4 23 | $1.4B | $1.2B |
净利润BRDOX
| Q4 25 | $284.6M | — | ||
| Q2 25 | $374.2M | — | ||
| Q1 25 | $243.1M | — | ||
| Q4 24 | $142.4M | — | ||
| Q3 24 | $79.8M | — | ||
| Q2 24 | $323.2M | $140.3M | ||
| Q1 24 | $213.7M | $118.5M | ||
| Q4 23 | $70.3M | $148.0M |
毛利率BRDOX
| Q4 25 | 27.6% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 35.5% | — | ||
| Q1 24 | 31.2% | — | ||
| Q4 23 | 24.8% | — |
营业利润率BRDOX
| Q4 25 | 12.0% | — | ||
| Q2 25 | 24.1% | — | ||
| Q1 25 | 19.0% | — | ||
| Q4 24 | 13.3% | — | ||
| Q3 24 | 9.4% | — | ||
| Q2 24 | 22.7% | 14.1% | ||
| Q1 24 | 17.5% | 12.5% | ||
| Q4 23 | 8.9% | 14.8% |
净利率BRDOX
| Q4 25 | 16.6% | — | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 16.6% | 11.2% | ||
| Q1 24 | 12.4% | 9.5% | ||
| Q4 23 | 5.0% | 11.9% |
每股收益（稀释后）BRDOX
| Q4 25 | $2.42 | — | ||
| Q2 25 | $3.17 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.20 | — | ||
| Q3 24 | $0.68 | — | ||
| Q2 24 | $2.72 | $1.21 | ||
| Q1 24 | $1.79 | $1.01 | ||
| Q4 23 | $0.59 | $1.26 |
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 | — |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | — |
| 总资产 | $8.6B | — |
| 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BRDOX
| Q4 25 | $371.5M | — | ||
| Q2 25 | $562.2M | — | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $290.6M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $305.2M | — | ||
| Q1 24 | $236.4M | — | ||
| Q4 23 | $277.7M | — |
总债务BRDOX
| Q4 25 | $3.2B | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — | ||
| Q4 23 | $3.7B | — |
股东权益BRDOX
| Q4 25 | $2.9B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.3B | — | ||
| Q4 23 | $2.1B | — |
总资产BRDOX
| Q4 25 | $8.6B | — | ||
| Q2 25 | $8.5B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $8.0B | — | ||
| Q2 24 | $8.2B | — | ||
| Q1 24 | $8.2B | — | ||
| Q4 23 | $8.0B | — |
负债/权益比BRDOX
| Q4 25 | 1.10× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 1.55× | — | ||
| Q4 23 | 1.77× | — |
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% |
DOX
暂无分部数据
