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Broadridge Financial Solutions（BR）与国际香精香料（IFF）财务数据对比。点击上方公司名可切换其他公司
国际香精香料的季度营收约是Broadridge Financial Solutions的1.5倍（$2.6B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 0.2%，领先16.4%），Broadridge Financial Solutions同比增速更快（-5.4% vs -6.6%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -5.5%）
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。
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
BR vs IFF — 直观对比
营收规模更大
IFF
是对方的1.5倍
$1.7B
营收增速更快
BR
高出1.2%
-6.6%
净利率更高
BR
高出16.4%
0.2%
两年增速更快
BR
近两年复合增速
-5.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.6B |
| 净利润 | $284.6M | $5.0M |
| 毛利率 | 27.6% | 34.4% |
| 营业利润率 | 12.0% | 3.7% |
| 净利率 | 16.6% | 0.2% |
| 营收同比 | -5.4% | -6.6% |
| 净利润同比 | 17.1% | 110.9% |
| 每股收益（稀释后） | $2.42 | $0.03 |
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BRIFF
| Q4 25 | $1.7B | $2.6B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $2.1B | $2.8B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.6B | $2.8B | ||
| Q3 24 | $1.4B | $2.9B | ||
| Q2 24 | $1.9B | $2.9B | ||
| Q1 24 | $1.7B | $2.9B |
净利润BRIFF
| Q4 25 | $284.6M | $5.0M | ||
| Q3 25 | — | $40.0M | ||
| Q2 25 | $374.2M | $612.0M | ||
| Q1 25 | $243.1M | $-1.0B | ||
| Q4 24 | $142.4M | $-46.0M | ||
| Q3 24 | $79.8M | $59.0M | ||
| Q2 24 | $323.2M | $170.0M | ||
| Q1 24 | $213.7M | $60.0M |
毛利率BRIFF
| Q4 25 | 27.6% | 34.4% | ||
| Q3 25 | — | 36.5% | ||
| Q2 25 | 37.3% | 37.3% | ||
| Q1 25 | 31.8% | 36.4% | ||
| Q4 24 | 27.9% | 35.4% | ||
| Q3 24 | 24.5% | 36.0% | ||
| Q2 24 | 35.5% | 37.0% | ||
| Q1 24 | 31.2% | 35.3% |
营业利润率BRIFF
| Q4 25 | 12.0% | 3.7% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | 24.1% | 7.2% | ||
| Q1 25 | 19.0% | -31.8% | ||
| Q4 24 | 13.3% | 4.6% | ||
| Q3 24 | 9.4% | 8.5% | ||
| Q2 24 | 22.7% | 6.6% | ||
| Q1 24 | 17.5% | 6.9% |
净利率BRIFF
| Q4 25 | 16.6% | 0.2% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 18.1% | 22.1% | ||
| Q1 25 | 13.4% | -35.8% | ||
| Q4 24 | 9.0% | -1.7% | ||
| Q3 24 | 5.6% | 2.0% | ||
| Q2 24 | 16.6% | 5.9% | ||
| Q1 24 | 12.4% | 2.1% |
每股收益（稀释后）BRIFF
| Q4 25 | $2.42 | $0.03 | ||
| Q3 25 | — | $0.16 | ||
| Q2 25 | $3.17 | $2.38 | ||
| Q1 25 | $2.05 | $-3.98 | ||
| Q4 24 | $1.20 | $-0.17 | ||
| Q3 24 | $0.68 | $0.23 | ||
| Q2 24 | $2.72 | $0.66 | ||
| Q1 24 | $1.79 | $0.23 |
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 | $590.0M |
| 总债务越低越好 | $3.2B | $5.6B |
| 股东权益账面价值 | $2.9B | $14.2B |
| 总资产 | $8.6B | $25.5B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.40× |
8季度趋势，按日历期对齐
现金及短期投资BRIFF
| Q4 25 | $371.5M | $590.0M | ||
| Q3 25 | — | $621.0M | ||
| Q2 25 | $562.2M | $816.0M | ||
| Q1 25 | $317.9M | $613.0M | ||
| Q4 24 | $290.6M | $469.0M | ||
| Q3 24 | $293.5M | $567.0M | ||
| Q2 24 | $305.2M | $671.0M | ||
| Q1 24 | $236.4M | $732.0M |
总债务BRIFF
| Q4 25 | $3.2B | $5.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $8.9B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRIFF
| Q4 25 | $2.9B | $14.2B | ||
| Q3 25 | — | $14.2B | ||
| Q2 25 | $2.7B | $14.4B | ||
| Q1 25 | $2.4B | $13.2B | ||
| Q4 24 | $2.2B | $13.9B | ||
| Q3 24 | $2.2B | $14.8B | ||
| Q2 24 | $2.2B | $14.3B | ||
| Q1 24 | $2.3B | $14.3B |
总资产BRIFF
| Q4 25 | $8.6B | $25.5B | ||
| Q3 25 | — | $25.8B | ||
| Q2 25 | $8.5B | $26.1B | ||
| Q1 25 | $8.3B | $28.3B | ||
| Q4 24 | $8.2B | $28.7B | ||
| Q3 24 | $8.0B | $29.9B | ||
| Q2 24 | $8.2B | $29.5B | ||
| Q1 24 | $8.2B | $30.6B |
负债/权益比BRIFF
| Q4 25 | 1.10× | 0.40× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 0.64× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 1.55× | — |
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 | — | $318.0M |
| 自由现金流经营现金流 - 资本支出 | — | $130.0M |
| 自由现金流率自由现金流/营收 | — | 5.0% |
| 资本支出强度资本支出/营收 | — | 7.3% |
| 现金转化率经营现金流/净利润 | — | 63.60× |
| 过去12个月自由现金流最近4个季度 | — | $256.0M |
8季度趋势，按日历期对齐
经营现金流BRIFF
| Q4 25 | — | $318.0M | ||
| Q3 25 | — | $164.0M | ||
| Q2 25 | $699.7M | $241.0M | ||
| Q1 25 | $360.4M | $127.0M | ||
| Q4 24 | $236.7M | $368.0M | ||
| Q3 24 | $-125.5M | $366.0M | ||
| Q2 24 | $721.0M | $237.0M | ||
| Q1 24 | $207.4M | $99.0M |
自由现金流BRIFF
| Q4 25 | — | $130.0M | ||
| Q3 25 | — | $32.0M | ||
| Q2 25 | $684.1M | $146.0M | ||
| Q1 25 | $348.9M | $-52.0M | ||
| Q4 24 | $227.9M | $208.0M | ||
| Q3 24 | $-133.4M | $263.0M | ||
| Q2 24 | $703.2M | $155.0M | ||
| Q1 24 | $184.6M | $-19.0M |
自由现金流率BRIFF
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | 33.1% | 5.3% | ||
| Q1 25 | 19.3% | -1.8% | ||
| Q4 24 | 14.3% | 7.5% | ||
| Q3 24 | -9.4% | 9.0% | ||
| Q2 24 | 36.2% | 5.4% | ||
| Q1 24 | 10.7% | -0.7% |
资本支出强度BRIFF
| Q4 25 | — | 7.3% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | 0.8% | 3.4% | ||
| Q1 25 | 0.6% | 6.3% | ||
| Q4 24 | 0.6% | 5.8% | ||
| Q3 24 | 0.6% | 3.5% | ||
| Q2 24 | 0.9% | 2.8% | ||
| Q1 24 | 1.3% | 4.1% |
现金转化率BRIFF
| Q4 25 | — | 63.60× | ||
| Q3 25 | — | 4.10× | ||
| Q2 25 | 1.87× | 0.39× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | 6.20× | ||
| Q2 24 | 2.23× | 1.39× | ||
| Q1 24 | 0.97× | 1.65× |
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% |
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
