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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
是对方的1.4倍
$1.2B
营收增速更快
GEN
高出33.9%
-5.4%
净利率更高
BR
高出1.1%
15.5%
两年增速更快
GEN
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| 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% |
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |