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Broadridge Financial Solutions(BR)与豪洛捷(HOLX)财务数据对比。点击上方公司名可切换其他公司

Broadridge Financial Solutions的季度营收约是豪洛捷的1.6倍($1.7B vs $1.0B),豪洛捷净利率更高(17.1% vs 16.6%,领先0.5%),豪洛捷同比增速更快(2.5% vs -5.4%),过去两年Broadridge Financial Solutions的营收复合增速更高(10.4% vs 1.5%)

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。

豪洛捷是一家总部位于美国的医疗科技企业,核心业务聚焦女性健康领域,旗下产品涵盖诊断、外科手术及医学影像类专业医疗设备,为全球各地的医疗场景提供优质技术与产品支持。

BR vs HOLX — 直观对比

营收规模更大
BR
BR
是对方的1.6倍
BR
$1.7B
$1.0B
HOLX
营收增速更快
HOLX
HOLX
高出7.9%
HOLX
2.5%
-5.4%
BR
净利率更高
HOLX
HOLX
高出0.5%
HOLX
17.1%
16.6%
BR
两年增速更快
BR
BR
近两年复合增速
BR
10.4%
1.5%
HOLX

损益表 — Q2 FY2026 vs Q1 FY2026

指标
BR
BR
HOLX
HOLX
营收
$1.7B
$1.0B
净利润
$284.6M
$179.1M
毛利率
27.6%
56.0%
营业利润率
12.0%
22.6%
净利率
16.6%
17.1%
营收同比
-5.4%
2.5%
净利润同比
17.1%
-10.9%
每股收益(稀释后)
$2.42
$0.79

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
HOLX
HOLX
Q4 25
$1.7B
$1.0B
Q3 25
$1.0B
Q2 25
$2.1B
$1.0B
Q1 25
$1.8B
$1.0B
Q4 24
$1.6B
$1.0B
Q3 24
$1.4B
$988.0M
Q2 24
$1.9B
$1.0B
Q1 24
$1.7B
$1.0B
净利润
BR
BR
HOLX
HOLX
Q4 25
$284.6M
$179.1M
Q3 25
$187.2M
Q2 25
$374.2M
$194.9M
Q1 25
$243.1M
$-17.4M
Q4 24
$142.4M
$201.0M
Q3 24
$79.8M
$178.6M
Q2 24
$323.2M
$194.5M
Q1 24
$213.7M
$169.9M
毛利率
BR
BR
HOLX
HOLX
Q4 25
27.6%
56.0%
Q3 25
55.6%
Q2 25
37.3%
56.3%
Q1 25
31.8%
37.5%
Q4 24
27.9%
56.8%
Q3 24
24.5%
56.4%
Q2 24
35.5%
55.4%
Q1 24
31.2%
53.3%
营业利润率
BR
BR
HOLX
HOLX
Q4 25
12.0%
22.6%
Q3 25
22.6%
Q2 25
24.1%
24.9%
Q1 25
19.0%
-0.7%
Q4 24
13.3%
22.5%
Q3 24
9.4%
23.3%
Q2 24
22.7%
24.1%
Q1 24
17.5%
20.7%
净利率
BR
BR
HOLX
HOLX
Q4 25
16.6%
17.1%
Q3 25
17.8%
Q2 25
18.1%
19.0%
Q1 25
13.4%
-1.7%
Q4 24
9.0%
19.7%
Q3 24
5.6%
18.1%
Q2 24
16.6%
19.2%
Q1 24
12.4%
16.7%
每股收益(稀释后)
BR
BR
HOLX
HOLX
Q4 25
$2.42
$0.79
Q3 25
$0.84
Q2 25
$3.17
$0.86
Q1 25
$2.05
$-0.08
Q4 24
$1.20
$0.87
Q3 24
$0.68
$0.75
Q2 24
$2.72
$0.82
Q1 24
$1.79
$0.72

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
HOLX
HOLX
现金及短期投资手头流动性
$371.5M
$2.4B
总债务越低越好
$3.2B
$2.5B
股东权益账面价值
$2.9B
$5.2B
总资产
$8.6B
$9.2B
负债/权益比越低杠杆越低
1.10×
0.48×

8季度趋势,按日历期对齐

现金及短期投资
BR
BR
HOLX
HOLX
Q4 25
$371.5M
$2.4B
Q3 25
$2.2B
Q2 25
$562.2M
$1.9B
Q1 25
$317.9M
$1.6B
Q4 24
$290.6M
$2.0B
Q3 24
$293.5M
$2.3B
Q2 24
$305.2M
$2.4B
Q1 24
$236.4M
$2.2B
总债务
BR
BR
HOLX
HOLX
Q4 25
$3.2B
$2.5B
Q3 25
$2.5B
Q2 25
$3.3B
$2.5B
Q1 25
$3.4B
$2.5B
Q4 24
$3.7B
$2.5B
Q3 24
$3.6B
$2.5B
Q2 24
$3.4B
$2.5B
Q1 24
$3.5B
$2.6B
股东权益
BR
BR
HOLX
HOLX
Q4 25
$2.9B
$5.2B
Q3 25
$5.0B
Q2 25
$2.7B
$4.8B
Q1 25
$2.4B
$4.6B
Q4 24
$2.2B
$4.8B
Q3 24
$2.2B
$5.1B
Q2 24
$2.2B
$5.0B
Q1 24
$2.3B
$4.8B
总资产
BR
BR
HOLX
HOLX
Q4 25
$8.6B
$9.2B
Q3 25
$9.0B
Q2 25
$8.5B
$8.8B
Q1 25
$8.3B
$8.5B
Q4 24
$8.2B
$8.7B
Q3 24
$8.0B
$9.2B
Q2 24
$8.2B
$8.9B
Q1 24
$8.2B
$8.7B
负债/权益比
BR
BR
HOLX
HOLX
Q4 25
1.10×
0.48×
Q3 25
0.50×
Q2 25
1.22×
0.52×
Q1 25
1.44×
0.55×
Q4 24
1.64×
0.53×
Q3 24
1.63×
0.49×
Q2 24
1.55×
0.51×
Q1 24
1.55×
0.53×

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
BR
BR
HOLX
HOLX
经营现金流最新季度
$229.9M
自由现金流经营现金流 - 资本支出
$215.2M
自由现金流率自由现金流/营收
20.5%
资本支出强度资本支出/营收
1.4%
现金转化率经营现金流/净利润
1.28×
过去12个月自由现金流最近4个季度
$1.0B

8季度趋势,按日历期对齐

经营现金流
BR
BR
HOLX
HOLX
Q4 25
$229.9M
Q3 25
$355.1M
Q2 25
$699.7M
$343.3M
Q1 25
$360.4M
$169.4M
Q4 24
$236.7M
$189.3M
Q3 24
$-125.5M
$367.0M
Q2 24
$721.0M
$405.8M
Q1 24
$207.4M
$292.4M
自由现金流
BR
BR
HOLX
HOLX
Q4 25
$215.2M
Q3 25
$341.4M
Q2 25
$684.1M
$330.5M
Q1 25
$348.9M
$153.9M
Q4 24
$227.9M
$172.5M
Q3 24
$-133.4M
$350.6M
Q2 24
$703.2M
$385.3M
Q1 24
$184.6M
$279.6M
自由现金流率
BR
BR
HOLX
HOLX
Q4 25
20.5%
Q3 25
32.5%
Q2 25
33.1%
32.3%
Q1 25
19.3%
15.3%
Q4 24
14.3%
16.9%
Q3 24
-9.4%
35.5%
Q2 24
36.2%
38.1%
Q1 24
10.7%
27.5%
资本支出强度
BR
BR
HOLX
HOLX
Q4 25
1.4%
Q3 25
1.3%
Q2 25
0.8%
1.3%
Q1 25
0.6%
1.5%
Q4 24
0.6%
1.6%
Q3 24
0.6%
1.7%
Q2 24
0.9%
2.0%
Q1 24
1.3%
1.3%
现金转化率
BR
BR
HOLX
HOLX
Q4 25
1.28×
Q3 25
1.90×
Q2 25
1.87×
1.76×
Q1 25
1.48×
Q4 24
1.66×
0.94×
Q3 24
-1.57×
2.05×
Q2 24
2.23×
2.09×
Q1 24
0.97×
1.72×

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
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%

HOLX
HOLX

Molecular Diagnostics$255.3M24%
Breast Imaging$219.9M21%
Services$216.4M21%
Capital Equipment Componentsand Software$187.2M18%
Cytology Perinatal$76.0M7%
Interventional Breast Solutions$71.2M7%
Blood Screening$8.4M1%
Other Typeof Revenue$5.4M1%

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