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Broadridge Financial Solutions(BR)与通用电气航空(GE)财务数据对比。点击上方公司名可切换其他公司
通用电气航空的季度营收约是Broadridge Financial Solutions的7.2倍($12.4B vs $1.7B)。通用电气航空同比增速更快(24.7% vs -5.4%)。过去两年通用电气航空的营收复合增速更高(22.8% vs 10.4%)
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。
通用电气航空是总部位于美国俄亥俄州埃文代尔的航空发动机供应商,是1892年成立的原通用电气公司的法定承继主体。原通用电气于2021年11月至2024年4月间分拆为三家独立公司,剥离医疗与能源业务后正式启用现用商号。
BR vs GE — 直观对比
营收规模更大
GE
是对方的7.2倍
$1.7B
营收增速更快
GE
高出30.1%
-5.4%
两年增速更快
GE
近两年复合增速
10.4%
损益表 — Q2 2026 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $12.4B |
| 净利润 | $284.6M | — |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 20.4% |
| 净利率 | 16.6% | — |
| 营收同比 | -5.4% | 24.7% |
| 净利润同比 | 17.1% | — |
| 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
BR
GE
| Q1 26 | — | $12.4B | ||
| Q4 25 | $1.7B | $12.7B | ||
| Q3 25 | — | $12.2B | ||
| Q2 25 | $2.1B | $11.0B | ||
| Q1 25 | $1.8B | $9.9B | ||
| Q4 24 | $1.6B | $3.7B | ||
| Q3 24 | $1.4B | $8.9B | ||
| Q2 24 | $1.9B | $8.2B |
净利润
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | $284.6M | $2.5B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $374.2M | $2.0B | ||
| Q1 25 | $243.1M | $2.0B | ||
| Q4 24 | $142.4M | $1.9B | ||
| Q3 24 | $79.8M | $1.9B | ||
| Q2 24 | $323.2M | $1.3B |
毛利率
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | 30.4% | ||
| Q2 24 | 35.5% | 32.2% |
营业利润率
BR
GE
| Q1 26 | — | 20.4% | ||
| Q4 25 | 12.0% | 22.4% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | 24.1% | 21.7% | ||
| Q1 25 | 19.0% | 22.6% | ||
| Q4 24 | 13.3% | 65.0% | ||
| Q3 24 | 9.4% | 21.2% | ||
| Q2 24 | 22.7% | 17.6% |
净利率
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 20.0% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | 18.1% | 18.4% | ||
| Q1 25 | 13.4% | 19.9% | ||
| Q4 24 | 9.0% | 51.2% | ||
| Q3 24 | 5.6% | 20.7% | ||
| Q2 24 | 16.6% | 15.4% |
每股收益(稀释后)
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | $2.42 | $2.40 | ||
| Q3 25 | — | $2.02 | ||
| Q2 25 | $3.17 | $1.89 | ||
| Q1 25 | $2.05 | $1.83 | ||
| Q4 24 | $1.20 | $1.75 | ||
| Q3 24 | $0.68 | $1.70 | ||
| Q2 24 | $2.72 | $1.15 |
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
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | $371.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $562.2M | — | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $290.6M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $305.2M | — |
总债务
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $18.8B | ||
| Q3 25 | — | $18.8B | ||
| Q2 25 | $3.3B | $17.0B | ||
| Q1 25 | $3.4B | $17.5B | ||
| Q4 24 | $3.7B | $17.2B | ||
| Q3 24 | $3.6B | $18.2B | ||
| Q2 24 | $3.4B | $18.0B |
股东权益
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $18.7B | ||
| Q3 25 | — | $18.8B | ||
| Q2 25 | $2.7B | $19.1B | ||
| Q1 25 | $2.4B | $19.3B | ||
| Q4 24 | $2.2B | $19.3B | ||
| Q3 24 | $2.2B | $18.9B | ||
| Q2 24 | $2.2B | $18.6B |
总资产
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | $8.6B | $130.2B | ||
| Q3 25 | — | $128.2B | ||
| Q2 25 | $8.5B | $125.3B | ||
| Q1 25 | $8.3B | $124.1B | ||
| Q4 24 | $8.2B | $123.1B | ||
| Q3 24 | $8.0B | $126.7B | ||
| Q2 24 | $8.2B | $123.2B |
负债/权益比
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.01× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 1.22× | 0.89× | ||
| Q1 25 | 1.44× | 0.91× | ||
| Q4 24 | 1.64× | 0.89× | ||
| Q3 24 | 1.63× | 0.97× | ||
| Q2 24 | 1.55× | 0.97× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $1.7B |
| 自由现金流率自由现金流/营收 | — | 13.4% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $7.6B |
8季度趋势,按日历期对齐
经营现金流
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $699.7M | $2.2B | ||
| Q1 25 | $360.4M | $1.5B | ||
| Q4 24 | $236.7M | $1.3B | ||
| Q3 24 | $-125.5M | $1.5B | ||
| Q2 24 | $721.0M | $913.0M |
自由现金流
BR
GE
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $684.1M | $1.9B | ||
| Q1 25 | $348.9M | $1.3B | ||
| Q4 24 | $227.9M | $1.0B | ||
| Q3 24 | $-133.4M | $1.2B | ||
| Q2 24 | $703.2M | $835.0M |
自由现金流率
BR
GE
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 18.0% | ||
| Q2 25 | 33.1% | 17.4% | ||
| Q1 25 | 19.3% | 13.1% | ||
| Q4 24 | 14.3% | 27.7% | ||
| Q3 24 | -9.4% | 13.9% | ||
| Q2 24 | 36.2% | 10.2% |
资本支出强度
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 0.8% | 3.0% | ||
| Q1 25 | 0.6% | 2.1% | ||
| Q4 24 | 0.6% | 7.2% | ||
| Q3 24 | 0.6% | 3.0% | ||
| Q2 24 | 0.9% | 0.9% |
现金转化率
BR
GE
| Q1 26 | — | — | ||
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 1.16× | ||
| Q2 25 | 1.87× | 1.11× | ||
| Q1 25 | 1.48× | 0.76× | ||
| Q4 24 | 1.66× | 0.68× | ||
| Q3 24 | -1.57× | 0.81× | ||
| Q2 24 | 2.23× | 0.72× |
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% |
GE
暂无分部数据