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Broadridge Financial Solutions(BR)与哈贝尔(HUBB)财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是哈贝尔的1.1倍($1.7B vs $1.5B),Broadridge Financial Solutions净利率更高(16.6% vs 14.6%,领先2.0%),哈贝尔同比增速更快(11.9% vs -5.4%),过去两年Broadridge Financial Solutions的营收复合增速更高(10.4% vs 3.3%)
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。
哈贝尔(Hubbell Incorporated)是总部位于美国康涅狄格州谢尔顿的企业,由哈维·哈贝尔于1888年创立,1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售,产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
BR vs HUBB — 直观对比
营收规模更大
BR
是对方的1.1倍
$1.5B
营收增速更快
HUBB
高出17.3%
-5.4%
净利率更高
BR
高出2.0%
14.6%
两年增速更快
BR
近两年复合增速
3.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.5B |
| 净利润 | $284.6M | $217.7M |
| 毛利率 | 27.6% | 34.6% |
| 营业利润率 | 12.0% | 20.3% |
| 净利率 | 16.6% | 14.6% |
| 营收同比 | -5.4% | 11.9% |
| 净利润同比 | 17.1% | 10.5% |
| 每股收益(稀释后) | $2.42 | $4.06 |
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
HUBB
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.7B | $1.4B |
净利润
BR
HUBB
| Q4 25 | $284.6M | $217.7M | ||
| Q3 25 | — | $255.5M | ||
| Q2 25 | $374.2M | $244.2M | ||
| Q1 25 | $243.1M | $169.7M | ||
| Q4 24 | $142.4M | $197.0M | ||
| Q3 24 | $79.8M | $219.4M | ||
| Q2 24 | $323.2M | $213.6M | ||
| Q1 24 | $213.7M | $147.8M |
毛利率
BR
HUBB
| Q4 25 | 27.6% | 34.6% | ||
| Q3 25 | — | 36.2% | ||
| Q2 25 | 37.3% | 37.2% | ||
| Q1 25 | 31.8% | 33.1% | ||
| Q4 24 | 27.9% | 33.8% | ||
| Q3 24 | 24.5% | 34.5% | ||
| Q2 24 | 35.5% | 35.0% | ||
| Q1 24 | 31.2% | 32.0% |
营业利润率
BR
HUBB
| Q4 25 | 12.0% | 20.3% | ||
| Q3 25 | — | 22.0% | ||
| Q2 25 | 24.1% | 22.7% | ||
| Q1 25 | 19.0% | 17.5% | ||
| Q4 24 | 13.3% | 19.3% | ||
| Q3 24 | 9.4% | 21.1% | ||
| Q2 24 | 22.7% | 20.7% | ||
| Q1 24 | 17.5% | 16.3% |
净利率
BR
HUBB
| Q4 25 | 16.6% | 14.6% | ||
| Q3 25 | — | 17.0% | ||
| Q2 25 | 18.1% | 16.5% | ||
| Q1 25 | 13.4% | 12.4% | ||
| Q4 24 | 9.0% | 14.8% | ||
| Q3 24 | 5.6% | 15.2% | ||
| Q2 24 | 16.6% | 14.7% | ||
| Q1 24 | 12.4% | 10.6% |
每股收益(稀释后)
BR
HUBB
| Q4 25 | $2.42 | $4.06 | ||
| Q3 25 | — | $4.77 | ||
| Q2 25 | $3.17 | $4.56 | ||
| Q1 25 | $2.05 | $3.15 | ||
| Q4 24 | $1.20 | $3.65 | ||
| Q3 24 | $0.68 | $4.05 | ||
| Q2 24 | $2.72 | $3.94 | ||
| Q1 24 | $1.79 | $2.73 |
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 | $497.9M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $3.8B |
| 总资产 | $8.6B | $8.2B |
| 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
HUBB
| Q4 25 | $371.5M | $497.9M | ||
| Q3 25 | — | $680.9M | ||
| Q2 25 | $562.2M | $399.6M | ||
| Q1 25 | $317.9M | $360.3M | ||
| Q4 24 | $290.6M | $345.0M | ||
| Q3 24 | $293.5M | $445.6M | ||
| Q2 24 | $305.2M | $406.5M | ||
| Q1 24 | $236.4M | $400.3M |
总债务
BR
HUBB
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $3.3B | $1.4B | ||
| Q1 25 | $3.4B | $1.4B | ||
| Q4 24 | $3.7B | $1.4B | ||
| Q3 24 | $3.6B | $1.7B | ||
| Q2 24 | $3.4B | $1.9B | ||
| Q1 24 | $3.5B | $1.9B |
股东权益
BR
HUBB
| Q4 25 | $2.9B | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | $2.7B | $3.5B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.2B | $3.3B | ||
| Q3 24 | $2.2B | $3.2B | ||
| Q2 24 | $2.2B | $3.1B | ||
| Q1 24 | $2.3B | $2.9B |
总资产
BR
HUBB
| Q4 25 | $8.6B | $8.2B | ||
| Q3 25 | — | $7.5B | ||
| Q2 25 | $8.5B | $7.1B | ||
| Q1 25 | $8.3B | $6.9B | ||
| Q4 24 | $8.2B | $6.7B | ||
| Q3 24 | $8.0B | $6.9B | ||
| Q2 24 | $8.2B | $6.9B | ||
| Q1 24 | $8.2B | $6.9B |
负债/权益比
BR
HUBB
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | 1.22× | 0.41× | ||
| Q1 25 | 1.44× | 0.44× | ||
| Q4 24 | 1.64× | 0.44× | ||
| Q3 24 | 1.63× | 0.51× | ||
| Q2 24 | 1.55× | 0.63× | ||
| Q1 24 | 1.55× | 0.65× |
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 | — | $447.5M |
| 自由现金流经营现金流 - 资本支出 | — | $388.8M |
| 自由现金流率自由现金流/营收 | — | 26.0% |
| 资本支出强度资本支出/营收 | — | 3.9% |
| 现金转化率经营现金流/净利润 | — | 2.06× |
| 过去12个月自由现金流最近4个季度 | — | $874.7M |
8季度趋势,按日历期对齐
经营现金流
BR
HUBB
| Q4 25 | — | $447.5M | ||
| Q3 25 | — | $284.3M | ||
| Q2 25 | $699.7M | $260.6M | ||
| Q1 25 | $360.4M | $37.4M | ||
| Q4 24 | $236.7M | $432.4M | ||
| Q3 24 | $-125.5M | $227.0M | ||
| Q2 24 | $721.0M | $239.6M | ||
| Q1 24 | $207.4M | $92.2M |
自由现金流
BR
HUBB
| Q4 25 | — | $388.8M | ||
| Q3 25 | — | $253.8M | ||
| Q2 25 | $684.1M | $220.7M | ||
| Q1 25 | $348.9M | $11.4M | ||
| Q4 24 | $227.9M | $364.4M | ||
| Q3 24 | $-133.4M | $188.8M | ||
| Q2 24 | $703.2M | $205.7M | ||
| Q1 24 | $184.6M | $51.9M |
自由现金流率
BR
HUBB
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 16.9% | ||
| Q2 25 | 33.1% | 14.9% | ||
| Q1 25 | 19.3% | 0.8% | ||
| Q4 24 | 14.3% | 27.3% | ||
| Q3 24 | -9.4% | 13.1% | ||
| Q2 24 | 36.2% | 14.2% | ||
| Q1 24 | 10.7% | 3.7% |
资本支出强度
BR
HUBB
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | 0.8% | 2.7% | ||
| Q1 25 | 0.6% | 1.9% | ||
| Q4 24 | 0.6% | 5.1% | ||
| Q3 24 | 0.6% | 2.6% | ||
| Q2 24 | 0.9% | 2.3% | ||
| Q1 24 | 1.3% | 2.9% |
现金转化率
BR
HUBB
| Q4 25 | — | 2.06× | ||
| Q3 25 | — | 1.11× | ||
| Q2 25 | 1.87× | 1.07× | ||
| Q1 25 | 1.48× | 0.22× | ||
| Q4 24 | 1.66× | 2.19× | ||
| Q3 24 | -1.57× | 1.03× | ||
| Q2 24 | 2.23× | 1.12× | ||
| Q1 24 | 0.97× | 0.62× |
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% |
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |