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Broadridge Financial Solutions(BR)与Gen Digital(GEN)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Gen Digital的1.4倍($1.7B vs $1.2B),Broadridge Financial Solutions净利率更高(16.6% vs 15.5%,领先1.1%),Gen Digital同比增速更快(28.5% vs -5.4%),过去两年Gen Digital的营收复合增速更高(13.2% 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。

Gen Digital是一家跨国软件企业,双总部分别设于美国亚利桑那州坦佩和欧盟捷克布拉格,是财富500强企业及标普500指数成分股,同时在纳斯达克与布拉格证券交易所挂牌上市。公司主营网络安全软件、金融科技及相关服务,旗下拥有诺顿、Avast、LifeLock、AVG、CCleaner等多个知名品牌。

BR vs GEN — 直观对比

营收规模更大
BR
BR
是对方的1.4倍
BR
$1.7B
$1.2B
GEN
营收增速更快
GEN
GEN
高出33.9%
GEN
28.5%
-5.4%
BR
净利率更高
BR
BR
高出1.1%
BR
16.6%
15.5%
GEN
两年增速更快
GEN
GEN
近两年复合增速
GEN
13.2%
10.4%
BR

损益表 — Q2 FY2026 vs Q3 FY2026

指标
BR
BR
GEN
GEN
营收
$1.7B
$1.2B
净利润
$284.6M
$192.0M
毛利率
27.6%
78.4%
营业利润率
12.0%
34.9%
净利率
16.6%
15.5%
营收同比
-5.4%
28.5%
净利润同比
17.1%
6.1%
每股收益(稀释后)
$2.42
$0.31

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
BR
GEN
GEN
Q1 26
$1.2B
Q4 25
$1.7B
$1.2B
Q3 25
$1.3B
Q2 25
$2.1B
Q1 25
$1.8B
$1.0B
Q4 24
$1.6B
$986.0M
Q3 24
$1.4B
$974.0M
Q2 24
$1.9B
$965.0M
净利润
BR
BR
GEN
GEN
Q1 26
$192.0M
Q4 25
$284.6M
$134.0M
Q3 25
$135.0M
Q2 25
$374.2M
Q1 25
$243.1M
$142.0M
Q4 24
$142.4M
$159.0M
Q3 24
$79.8M
$161.0M
Q2 24
$323.2M
$181.0M
毛利率
BR
BR
GEN
GEN
Q1 26
78.4%
Q4 25
27.6%
78.2%
Q3 25
78.8%
Q2 25
37.3%
Q1 25
31.8%
80.3%
Q4 24
27.9%
80.4%
Q3 24
24.5%
80.1%
Q2 24
35.5%
80.3%
营业利润率
BR
BR
GEN
GEN
Q1 26
34.9%
Q4 25
12.0%
35.9%
Q3 25
35.5%
Q2 25
24.1%
Q1 25
19.0%
41.3%
Q4 24
13.3%
37.9%
Q3 24
9.4%
41.3%
Q2 24
22.7%
43.2%
净利率
BR
BR
GEN
GEN
Q1 26
15.5%
Q4 25
16.6%
11.0%
Q3 25
10.7%
Q2 25
18.1%
Q1 25
13.4%
14.1%
Q4 24
9.0%
16.1%
Q3 24
5.6%
16.5%
Q2 24
16.6%
18.8%
每股收益(稀释后)
BR
BR
GEN
GEN
Q1 26
$0.31
Q4 25
$2.42
$0.21
Q3 25
$0.22
Q2 25
$3.17
Q1 25
$2.05
$0.22
Q4 24
$1.20
$0.26
Q3 24
$0.68
$0.26
Q2 24
$2.72
$0.29

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
BR
BR
GEN
GEN
现金及短期投资手头流动性
$371.5M
总债务越低越好
$3.2B
$8.4B
股东权益账面价值
$2.9B
$2.3B
总资产
$8.6B
$15.8B
负债/权益比越低杠杆越低
1.10×
3.61×

8季度趋势,按日历期对齐

现金及短期投资
BR
BR
GEN
GEN
Q1 26
Q4 25
$371.5M
Q3 25
Q2 25
$562.2M
Q1 25
$317.9M
$1.0B
Q4 24
$290.6M
$883.0M
Q3 24
$293.5M
$737.0M
Q2 24
$305.2M
$644.0M
总债务
BR
BR
GEN
GEN
Q1 26
$8.4B
Q4 25
$3.2B
$8.7B
Q3 25
$8.9B
Q2 25
$3.3B
Q1 25
$3.4B
$8.3B
Q4 24
$3.7B
$8.5B
Q3 24
$3.6B
$8.5B
Q2 24
$3.4B
$8.5B
股东权益
BR
BR
GEN
GEN
Q1 26
$2.3B
Q4 25
$2.9B
$2.5B
Q3 25
$2.4B
Q2 25
$2.7B
Q1 25
$2.4B
$2.3B
Q4 24
$2.2B
$2.2B
Q3 24
$2.2B
$2.1B
Q2 24
$2.2B
$2.0B
总资产
BR
BR
GEN
GEN
Q1 26
$15.8B
Q4 25
$8.6B
$16.1B
Q3 25
$16.4B
Q2 25
$8.5B
Q1 25
$8.3B
$15.5B
Q4 24
$8.2B
$15.4B
Q3 24
$8.0B
$15.5B
Q2 24
$8.2B
$15.4B
负债/权益比
BR
BR
GEN
GEN
Q1 26
3.61×
Q4 25
1.10×
3.54×
Q3 25
3.75×
Q2 25
1.22×
Q1 25
1.44×
3.64×
Q4 24
1.64×
3.94×
Q3 24
1.63×
4.06×
Q2 24
1.55×
4.33×

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
BR

Recurring Fee Revenue Investor Communication Solutions$589.5M34%
Recurring Fee Revenue Capital Markets$300.9M18%
Recurring Fee Revenue Regulatory$248.7M15%
Recurring Fee Revenue Customer Communications$189.2M11%
Recurring Fee Revenue Wealth And Investment Management$179.7M10%
Recurring Fee Revenue Data Driven Fund Solutions$112.7M7%
Event Driven Revenue Mutual Funds$51.4M3%
Event Driven Revenue Equity And Other$39.2M2%
Global Technology And Operations$7.5M0%

GEN
GEN

Cyber Safety Platform$819.0M66%
Trust Based Solutions$421.0M34%
Net Interest Income On Notes Receivable$4.0M0%

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