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Broadridge Financial Solutions(BR)与Extra Space Storage(EXR)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Extra Space Storage的2.0倍($1.7B vs $856.0M),Extra Space Storage净利率更高(28.2% vs 16.6%,领先11.5%),Extra Space Storage同比增速更快(4.4% vs -5.4%),过去两年Broadridge Financial Solutions的营收复合增速更高(10.4% vs 2.8%)
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。
Extra Space Storage是总部位于美国犹他州卡顿伍德高地的房地产投资信托基金,主营自助仓储设施投资运营。旗下运营多个仓储品牌,提供温控仓、可驶入单元、储物柜、船只/房车/企业仓储等服务,截至2024年3月,在全美43个州及华盛顿特区共运营3714处网点。
BR vs EXR — 直观对比
营收规模更大
BR
是对方的2.0倍
$856.0M
营收增速更快
EXR
高出9.8%
-5.4%
净利率更高
EXR
高出11.5%
16.6%
两年增速更快
BR
近两年复合增速
2.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $856.0M |
| 净利润 | $284.6M | $241.0M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 42.9% |
| 净利率 | 16.6% | 28.2% |
| 营收同比 | -5.4% | 4.4% |
| 净利润同比 | 17.1% | -11.0% |
| 每股收益(稀释后) | $2.42 | $1.14 |
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
BR
EXR
| Q1 26 | — | $856.0M | ||
| Q4 25 | $1.7B | $857.5M | ||
| Q3 25 | — | $858.5M | ||
| Q2 25 | $2.1B | $841.6M | ||
| Q1 25 | $1.8B | $820.0M | ||
| Q4 24 | $1.6B | $821.9M | ||
| Q3 24 | $1.4B | $824.8M | ||
| Q2 24 | $1.9B | $810.7M |
净利润
BR
EXR
| Q1 26 | — | $241.0M | ||
| Q4 25 | $284.6M | $287.4M | ||
| Q3 25 | — | $166.0M | ||
| Q2 25 | $374.2M | $249.7M | ||
| Q1 25 | $243.1M | $270.9M | ||
| Q4 24 | $142.4M | $262.5M | ||
| Q3 24 | $79.8M | $193.2M | ||
| Q2 24 | $323.2M | $185.9M |
毛利率
BR
EXR
| Q1 26 | — | — | ||
| Q4 25 | 27.6% | 73.0% | ||
| Q3 25 | — | 72.6% | ||
| Q2 25 | 37.3% | 73.0% | ||
| Q1 25 | 31.8% | 72.7% | ||
| Q4 24 | 27.9% | 73.1% | ||
| Q3 24 | 24.5% | 74.7% | ||
| Q2 24 | 35.5% | 75.7% |
营业利润率
BR
EXR
| Q1 26 | — | 42.9% | ||
| Q4 25 | 12.0% | 43.3% | ||
| Q3 25 | — | 32.5% | ||
| Q2 25 | 24.1% | 44.4% | ||
| Q1 25 | 19.0% | 47.4% | ||
| Q4 24 | 13.3% | 46.2% | ||
| Q3 24 | 9.4% | 36.7% | ||
| Q2 24 | 22.7% | 37.6% |
净利率
BR
EXR
| Q1 26 | — | 28.2% | ||
| Q4 25 | 16.6% | 33.5% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | 18.1% | 29.7% | ||
| Q1 25 | 13.4% | 33.0% | ||
| Q4 24 | 9.0% | 31.9% | ||
| Q3 24 | 5.6% | 23.4% | ||
| Q2 24 | 16.6% | 22.9% |
每股收益(稀释后)
BR
EXR
| Q1 26 | — | $1.14 | ||
| Q4 25 | $2.42 | $1.35 | ||
| Q3 25 | — | $0.78 | ||
| Q2 25 | $3.17 | $1.18 | ||
| Q1 25 | $2.05 | $1.28 | ||
| Q4 24 | $1.20 | $1.23 | ||
| Q3 24 | $0.68 | $0.91 | ||
| Q2 24 | $2.72 | $0.88 |
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 | $139.0M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | — |
| 总资产 | $8.6B | $29.1B |
| 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
BR
EXR
| Q1 26 | — | $139.0M | ||
| Q4 25 | $371.5M | $138.9M | ||
| Q3 25 | — | $111.9M | ||
| Q2 25 | $562.2M | $125.0M | ||
| Q1 25 | $317.9M | $119.6M | ||
| Q4 24 | $290.6M | $138.2M | ||
| Q3 24 | $293.5M | $88.9M | ||
| Q2 24 | $305.2M | $77.0M |
总债务
BR
EXR
| Q1 26 | — | — | ||
| 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
BR
EXR
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $13.4B | ||
| Q3 25 | — | $13.6B | ||
| Q2 25 | $2.7B | $13.8B | ||
| Q1 25 | $2.4B | $13.9B | ||
| Q4 24 | $2.2B | $13.9B | ||
| Q3 24 | $2.2B | $14.0B | ||
| Q2 24 | $2.2B | $14.2B |
总资产
BR
EXR
| Q1 26 | — | $29.1B | ||
| Q4 25 | $8.6B | $29.3B | ||
| Q3 25 | — | $29.2B | ||
| Q2 25 | $8.5B | $29.4B | ||
| Q1 25 | $8.3B | $29.0B | ||
| Q4 24 | $8.2B | $28.8B | ||
| Q3 24 | $8.0B | $28.1B | ||
| Q2 24 | $8.2B | $27.8B |
负债/权益比
BR
EXR
| 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% |
EXR
| Property rental | $733.2M | 86% |
| Tenant reinsurance | $89.1M | 10% |
| Management fees and other income | $33.7M | 4% |