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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
是对方的1.6倍
$1.0B
营收增速更快
HOLX
高出7.9%
-5.4%
净利率更高
HOLX
高出0.5%
16.6%
两年增速更快
BR
近两年复合增速
1.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| 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% |
HOLX
| Molecular Diagnostics | $255.3M | 24% |
| Breast Imaging | $219.9M | 21% |
| Services | $216.4M | 21% |
| Capital Equipment Componentsand Software | $187.2M | 18% |
| Cytology Perinatal | $76.0M | 7% |
| Interventional Breast Solutions | $71.2M | 7% |
| Blood Screening | $8.4M | 1% |
| Other Typeof Revenue | $5.4M | 1% |