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Broadridge Financial Solutions（BR）与自由媒体集团（FWONA）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是自由媒体集团的1.1倍（$1.7B vs $1.6B），自由媒体集团净利率更高（20.7% vs 16.6%，领先4.1%），自由媒体集团同比增速更快（150.7% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -23.5%）
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。
自由媒体集团是1991年由约翰·C·马龙创立的美国大型传媒企业，旗下设有两大对应独立追踪股票的业务板块，持有一级方程式集团和Live Nation Entertainment的股权，截至2025年拥有F1、世界摩托车锦标赛、世界超级摩托车锦标赛三项全球顶级赛车运动IP及运营业务。
BR vs FWONA — 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
FWONA
高出156.1%
-5.4%
净利率更高
FWONA
高出4.1%
16.6%
两年增速更快
BR
近两年复合增速
-23.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.6B |
| 净利润 | $284.6M | $333.0M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 14.0% |
| 净利率 | 16.6% | 20.7% |
| 营收同比 | -5.4% | 150.7% |
| 净利润同比 | 17.1% | 193.8% |
| 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BRFWONA
| Q4 25 | $1.7B | $1.6B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $1.8B | $447.0M | ||
| Q4 24 | $1.6B | $-3.2B | ||
| Q3 24 | $1.4B | $911.0M | ||
| Q2 24 | $1.9B | $3.2B | ||
| Q1 24 | $1.7B | $2.7B |
净利润BRFWONA
| Q4 25 | $284.6M | $333.0M | ||
| Q3 25 | — | $13.0M | ||
| Q2 25 | $374.2M | $204.0M | ||
| Q1 25 | $243.1M | $5.0M | ||
| Q4 24 | $142.4M | $-355.0M | ||
| Q3 24 | $79.8M | $-2.4B | ||
| Q2 24 | $323.2M | $457.0M | ||
| Q1 24 | $213.7M | $203.0M |
毛利率BRFWONA
| 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% | — | ||
| Q1 24 | 31.2% | — |
营业利润率BRFWONA
| Q4 25 | 12.0% | 14.0% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | 24.1% | 20.4% | ||
| Q1 25 | 19.0% | -15.9% | ||
| Q4 24 | 13.3% | — | ||
| Q3 24 | 9.4% | 11.7% | ||
| Q2 24 | 22.7% | 16.7% | ||
| Q1 24 | 17.5% | 18.3% |
净利率BRFWONA
| Q4 25 | 16.6% | 20.7% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | 18.1% | 15.2% | ||
| Q1 25 | 13.4% | 1.1% | ||
| Q4 24 | 9.0% | 11.2% | ||
| Q3 24 | 5.6% | -259.9% | ||
| Q2 24 | 16.6% | 14.4% | ||
| Q1 24 | 12.4% | 7.4% |
每股收益（稀释后）BRFWONA
| Q4 25 | $2.42 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.17 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.20 | — | ||
| Q3 24 | $0.68 | — | ||
| Q2 24 | $2.72 | — | ||
| Q1 24 | $1.79 | — |
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 | $1.1B |
| 总债务越低越好 | $3.2B | $5.1B |
| 股东权益账面价值 | $2.9B | $7.8B |
| 总资产 | $8.6B | $15.4B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资BRFWONA
| Q4 25 | $371.5M | $1.1B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $562.2M | $3.4B | ||
| Q1 25 | $317.9M | $3.1B | ||
| Q4 24 | $290.6M | $3.0B | ||
| Q3 24 | $293.5M | $3.1B | ||
| Q2 24 | $305.2M | $2.1B | ||
| Q1 24 | $236.4M | $1.7B |
总债务BRFWONA
| Q4 25 | $3.2B | $5.1B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | $3.3B | $4.8B | ||
| Q1 25 | $3.4B | $4.6B | ||
| Q4 24 | $3.7B | $4.5B | ||
| Q3 24 | $3.6B | $4.4B | ||
| Q2 24 | $3.4B | $15.0B | ||
| Q1 24 | $3.5B | $15.4B |
股东权益BRFWONA
| Q4 25 | $2.9B | $7.8B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | $2.7B | $7.3B | ||
| Q1 25 | $2.4B | $7.0B | ||
| Q4 24 | $2.2B | $7.0B | ||
| Q3 24 | $2.2B | $7.4B | ||
| Q2 24 | $2.2B | $17.1B | ||
| Q1 24 | $2.3B | $16.6B |
总资产BRFWONA
| Q4 25 | $8.6B | $15.4B | ||
| Q3 25 | — | $17.8B | ||
| Q2 25 | $8.5B | $13.8B | ||
| Q1 25 | $8.3B | $13.3B | ||
| Q4 24 | $8.2B | $12.9B | ||
| Q3 24 | $8.0B | $13.2B | ||
| Q2 24 | $8.2B | $42.6B | ||
| Q1 24 | $8.2B | $42.4B |
负债/权益比BRFWONA
| Q4 25 | 1.10× | 0.66× | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | 1.22× | 0.65× | ||
| Q1 25 | 1.44× | 0.65× | ||
| Q4 24 | 1.64× | 0.65× | ||
| Q3 24 | 1.63× | 0.59× | ||
| Q2 24 | 1.55× | 0.88× | ||
| Q1 24 | 1.55× | 0.93× |
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 | — | $123.0M |
| 自由现金流经营现金流 - 资本支出 | — | $62.0M |
| 自由现金流率自由现金流/营收 | — | 3.9% |
| 资本支出强度资本支出/营收 | — | 3.8% |
| 现金转化率经营现金流/净利润 | — | 0.37× |
| 过去12个月自由现金流最近4个季度 | — | $789.0M |
8季度趋势，按日历期对齐
经营现金流BRFWONA
| Q4 25 | — | $123.0M | ||
| Q3 25 | — | $173.0M | ||
| Q2 25 | $699.7M | $231.0M | ||
| Q1 25 | $360.4M | $381.0M | ||
| Q4 24 | $236.7M | $-23.0M | ||
| Q3 24 | $-125.5M | $182.0M | ||
| Q2 24 | $721.0M | $752.0M | ||
| Q1 24 | $207.4M | $395.0M |
自由现金流BRFWONA
| Q4 25 | — | $62.0M | ||
| Q3 25 | — | $170.0M | ||
| Q2 25 | $684.1M | $209.0M | ||
| Q1 25 | $348.9M | $348.0M | ||
| Q4 24 | $227.9M | $-46.0M | ||
| Q3 24 | $-133.4M | $-153.0M | ||
| Q2 24 | $703.2M | $566.0M | ||
| Q1 24 | $184.6M | $194.0M |
自由现金流率BRFWONA
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | 33.1% | 15.6% | ||
| Q1 25 | 19.3% | 77.9% | ||
| Q4 24 | 14.3% | 1.4% | ||
| Q3 24 | -9.4% | -16.8% | ||
| Q2 24 | 36.2% | 17.9% | ||
| Q1 24 | 10.7% | 7.1% |
资本支出强度BRFWONA
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 0.8% | 1.6% | ||
| Q1 25 | 0.6% | 7.4% | ||
| Q4 24 | 0.6% | -0.7% | ||
| Q3 24 | 0.6% | 36.8% | ||
| Q2 24 | 0.9% | 5.9% | ||
| Q1 24 | 1.3% | 7.3% |
现金转化率BRFWONA
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | 13.31× | ||
| Q2 25 | 1.87× | 1.13× | ||
| Q1 25 | 1.48× | 76.20× | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | 1.65× | ||
| Q1 24 | 0.97× | 1.95× |
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% |
FWONA
| Formula One | $1.4B | 87% |
| Product Service Or Other | $131.0M | 8% |
| Other | $77.0M | 5% |
