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Broadridge Financial Solutions（BR）与Iron Mountain（IRM）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是Broadridge Financial Solutions的1.1倍（$1.8B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 5.1%，领先11.6%），Iron Mountain同比增速更快（16.6% vs -5.4%），过去两年Iron Mountain的营收复合增速更高（11.7% 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。
Iron Mountain是1951年成立的美国企业信息管理服务提供商，总部位于新罕布什尔州朴茨茅斯。核心业务涵盖档案管理、信息销毁、数据备份与恢复，服务覆盖全球六大洲58个国家，为超过22万客户提供专业解决方案。
BR vs IRM — 直观对比
营收规模更大
IRM
是对方的1.1倍
$1.7B
营收增速更快
IRM
高出22.0%
-5.4%
净利率更高
BR
高出11.6%
5.1%
两年增速更快
IRM
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.8B |
| 净利润 | $284.6M | $93.1M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 18.5% |
| 净利率 | 16.6% | 5.1% |
| 营收同比 | -5.4% | 16.6% |
| 净利润同比 | 17.1% | -11.9% |
| 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BRIRM
| Q4 25 | $1.7B | $1.8B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.6B | $1.6B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
净利润BRIRM
| Q4 25 | $284.6M | $93.1M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | $374.2M | $-43.3M | ||
| Q1 25 | $243.1M | $16.2M | ||
| Q4 24 | $142.4M | $105.7M | ||
| Q3 24 | $79.8M | $-33.7M | ||
| Q2 24 | $323.2M | $34.6M | ||
| Q1 24 | $213.7M | $77.0M |
毛利率BRIRM
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 35.5% | — | ||
| Q1 24 | 31.2% | — |
营业利润率BRIRM
| Q4 25 | 12.0% | 18.5% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | 24.1% | 15.2% | ||
| Q1 25 | 19.0% | 16.0% | ||
| Q4 24 | 13.3% | 17.9% | ||
| Q3 24 | 9.4% | 16.1% | ||
| Q2 24 | 22.7% | 15.0% | ||
| Q1 24 | 17.5% | 16.6% |
净利率BRIRM
| Q4 25 | 16.6% | 5.1% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | 18.1% | -2.5% | ||
| Q1 25 | 13.4% | 1.0% | ||
| Q4 24 | 9.0% | 6.7% | ||
| Q3 24 | 5.6% | -2.2% | ||
| Q2 24 | 16.6% | 2.3% | ||
| Q1 24 | 12.4% | 5.2% |
每股收益（稀释后）BRIRM
| Q4 25 | $2.42 | $0.31 | ||
| Q3 25 | — | $0.28 | ||
| Q2 25 | $3.17 | $-0.15 | ||
| Q1 25 | $2.05 | $0.05 | ||
| Q4 24 | $1.20 | $0.35 | ||
| Q3 24 | $0.68 | $-0.11 | ||
| Q2 24 | $2.72 | $0.12 | ||
| Q1 24 | $1.79 | $0.25 |
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 | $158.5M |
| 总债务越低越好 | $3.2B | $16.2B |
| 股东权益账面价值 | $2.9B | $-981.0M |
| 总资产 | $8.6B | $21.1B |
| 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BRIRM
| Q4 25 | $371.5M | $158.5M | ||
| Q3 25 | — | — | ||
| Q2 25 | $562.2M | — | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $290.6M | $155.7M | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $305.2M | — | ||
| Q1 24 | $236.4M | — |
总债务BRIRM
| Q4 25 | $3.2B | $16.2B | ||
| Q3 25 | — | $15.5B | ||
| Q2 25 | $3.3B | $14.8B | ||
| Q1 25 | $3.4B | $14.2B | ||
| Q4 24 | $3.7B | $13.0B | ||
| Q3 24 | $3.6B | $13.2B | ||
| Q2 24 | $3.4B | $12.8B | ||
| Q1 24 | $3.5B | $12.6B |
股东权益BRIRM
| Q4 25 | $2.9B | $-981.0M | ||
| Q3 25 | — | $-882.0M | ||
| Q2 25 | $2.7B | $-767.4M | ||
| Q1 25 | $2.4B | $-698.5M | ||
| Q4 24 | $2.2B | $-503.1M | ||
| Q3 24 | $2.2B | $-259.0M | ||
| Q2 24 | $2.2B | $-132.9M | ||
| Q1 24 | $2.3B | $18.5M |
总资产BRIRM
| Q4 25 | $8.6B | $21.1B | ||
| Q3 25 | — | $20.6B | ||
| Q2 25 | $8.5B | $20.2B | ||
| Q1 25 | $8.3B | $19.4B | ||
| Q4 24 | $8.2B | $18.7B | ||
| Q3 24 | $8.0B | $18.5B | ||
| Q2 24 | $8.2B | $18.0B | ||
| Q1 24 | $8.2B | $17.8B |
负债/权益比BRIRM
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 1.55× | 679.18× |
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 | — | $500.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.2M |
| 自由现金流率自由现金流/营收 | — | -0.9% |
| 资本支出强度资本支出/营收 | — | 28.0% |
| 现金转化率经营现金流/净利润 | — | 5.37× |
| 过去12个月自由现金流最近4个季度 | — | $-931.6M |
8季度趋势，按日历期对齐
经营现金流BRIRM
| Q4 25 | — | $500.0M | ||
| Q3 25 | — | $267.6M | ||
| Q2 25 | $699.7M | $375.1M | ||
| Q1 25 | $360.4M | $197.3M | ||
| Q4 24 | $236.7M | $431.6M | ||
| Q3 24 | $-125.5M | $252.9M | ||
| Q2 24 | $721.0M | $382.2M | ||
| Q1 24 | $207.4M | $130.0M |
自由现金流BRIRM
| Q4 25 | — | $-16.2M | ||
| Q3 25 | — | $-256.3M | ||
| Q2 25 | $684.1M | $-181.6M | ||
| Q1 25 | $348.9M | $-477.5M | ||
| Q4 24 | $227.9M | $-186.0M | ||
| Q3 24 | $-133.4M | $-143.2M | ||
| Q2 24 | $703.2M | $-14.6M | ||
| Q1 24 | $184.6M | $-251.1M |
自由现金流率BRIRM
| Q4 25 | — | -0.9% | ||
| Q3 25 | — | -14.6% | ||
| Q2 25 | 33.1% | -10.6% | ||
| Q1 25 | 19.3% | -30.0% | ||
| Q4 24 | 14.3% | -11.8% | ||
| Q3 24 | -9.4% | -9.2% | ||
| Q2 24 | 36.2% | -1.0% | ||
| Q1 24 | 10.7% | -17.0% |
资本支出强度BRIRM
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 29.9% | ||
| Q2 25 | 0.8% | 32.5% | ||
| Q1 25 | 0.6% | 42.4% | ||
| Q4 24 | 0.6% | 39.1% | ||
| Q3 24 | 0.6% | 25.4% | ||
| Q2 24 | 0.9% | 25.9% | ||
| Q1 24 | 1.3% | 25.8% |
现金转化率BRIRM
| Q4 25 | — | 5.37× | ||
| Q3 25 | — | 3.10× | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.48× | 12.15× | ||
| Q4 24 | 1.66× | 4.08× | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | 11.04× | ||
| Q1 24 | 0.97× | 1.69× |
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% |
IRM
| Storage Rental | $1.1B | 58% |
| Services | $781.9M | 42% |
