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Broadridge Financial Solutions（BR）与李维斯（LEVI）财务数据对比。点击上方公司名可切换其他公司
李维斯的季度营收约是Broadridge Financial Solutions的1.0倍（$1.8B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 8.9%，领先7.7%），李维斯同比增速更快（-4.0% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 6.5%）
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。
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
BR vs LEVI — 直观对比
营收规模更大
LEVI
是对方的1.0倍
$1.7B
营收增速更快
LEVI
高出1.4%
-5.4%
净利率更高
BR
高出7.7%
8.9%
两年增速更快
BR
近两年复合增速
6.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.8B |
| 净利润 | $284.6M | $158.0M |
| 毛利率 | 27.6% | 60.8% |
| 营业利润率 | 12.0% | 11.9% |
| 净利率 | 16.6% | 8.9% |
| 营收同比 | -5.4% | -4.0% |
| 净利润同比 | 17.1% | -13.4% |
| 每股收益（稀释后） | $2.42 | $0.39 |
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BRLEVI
| Q4 25 | $1.7B | $1.8B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | $1.7B | $1.6B |
净利润BRLEVI
| Q4 25 | $284.6M | $158.0M | ||
| Q3 25 | — | $218.1M | ||
| Q2 25 | $374.2M | $67.0M | ||
| Q1 25 | $243.1M | $135.0M | ||
| Q4 24 | $142.4M | $182.5M | ||
| Q3 24 | $79.8M | $20.7M | ||
| Q2 24 | $323.2M | $18.0M | ||
| Q1 24 | $213.7M | $-10.6M |
毛利率BRLEVI
| Q4 25 | 27.6% | 60.8% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | 37.3% | 62.6% | ||
| Q1 25 | 31.8% | 62.1% | ||
| Q4 24 | 27.9% | 61.3% | ||
| Q3 24 | 24.5% | 60.0% | ||
| Q2 24 | 35.5% | 60.5% | ||
| Q1 24 | 31.2% | 58.2% |
营业利润率BRLEVI
| Q4 25 | 12.0% | 11.9% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | 24.1% | 7.5% | ||
| Q1 25 | 19.0% | 12.5% | ||
| Q4 24 | 13.3% | 11.5% | ||
| Q3 24 | 9.4% | 2.0% | ||
| Q2 24 | 22.7% | 1.5% | ||
| Q1 24 | 17.5% | -0.0% |
净利率BRLEVI
| Q4 25 | 16.6% | 8.9% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | 18.1% | 4.6% | ||
| Q1 25 | 13.4% | 8.8% | ||
| Q4 24 | 9.0% | 9.9% | ||
| Q3 24 | 5.6% | 1.4% | ||
| Q2 24 | 16.6% | 1.2% | ||
| Q1 24 | 12.4% | -0.7% |
每股收益（稀释后）BRLEVI
| Q4 25 | $2.42 | $0.39 | ||
| Q3 25 | — | $0.55 | ||
| Q2 25 | $3.17 | $0.17 | ||
| Q1 25 | $2.05 | $0.34 | ||
| Q4 24 | $1.20 | $0.46 | ||
| Q3 24 | $0.68 | $0.05 | ||
| Q2 24 | $2.72 | $0.04 | ||
| Q1 24 | $1.79 | $-0.03 |
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 | $848.8M |
| 总债务越低越好 | $3.2B | $1.1B |
| 股东权益账面价值 | $2.9B | $2.3B |
| 总资产 | $8.6B | $6.8B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资BRLEVI
| Q4 25 | $371.5M | $848.8M | ||
| Q3 25 | — | $707.5M | ||
| Q2 25 | $562.2M | $736.7M | ||
| Q1 25 | $317.9M | $574.4M | ||
| Q4 24 | $290.6M | $690.0M | ||
| Q3 24 | $293.5M | $577.1M | ||
| Q2 24 | $305.2M | $641.4M | ||
| Q1 24 | $236.4M | $516.7M |
总债务BRLEVI
| Q4 25 | $3.2B | $1.1B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $3.3B | $1.0B | ||
| Q1 25 | $3.4B | $987.4M | ||
| Q4 24 | $3.7B | $994.0M | ||
| Q3 24 | $3.6B | $1.0B | ||
| Q2 24 | $3.4B | $1.0B | ||
| Q1 24 | $3.5B | $1.0B |
股东权益BRLEVI
| Q4 25 | $2.9B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.4B | $2.0B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.2B | $1.9B | ||
| Q2 24 | $2.2B | $2.0B | ||
| Q1 24 | $2.3B | $2.0B |
总资产BRLEVI
| Q4 25 | $8.6B | $6.8B | ||
| Q3 25 | — | $6.7B | ||
| Q2 25 | $8.5B | $6.5B | ||
| Q1 25 | $8.3B | $6.2B | ||
| Q4 24 | $8.2B | $6.4B | ||
| Q3 24 | $8.0B | $6.3B | ||
| Q2 24 | $8.2B | $6.2B | ||
| Q1 24 | $8.2B | $6.0B |
负债/权益比BRLEVI
| Q4 25 | 1.10× | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | 1.22× | 0.49× | ||
| Q1 25 | 1.44× | 0.49× | ||
| Q4 24 | 1.64× | 0.50× | ||
| Q3 24 | 1.63× | 0.54× | ||
| Q2 24 | 1.55× | 0.51× | ||
| Q1 24 | 1.55× | 0.51× |
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 | — | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $215.7M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.69× |
| 过去12个月自由现金流最近4个季度 | — | $308.2M |
8季度趋势，按日历期对齐
经营现金流BRLEVI
| Q4 25 | — | $266.8M | ||
| Q3 25 | — | $24.8M | ||
| Q2 25 | $699.7M | $185.5M | ||
| Q1 25 | $360.4M | $52.5M | ||
| Q4 24 | $236.7M | $297.3M | ||
| Q3 24 | $-125.5M | $52.3M | ||
| Q2 24 | $721.0M | $262.8M | ||
| Q1 24 | $207.4M | $286.0M |
自由现金流BRLEVI
| Q4 25 | — | $215.7M | ||
| Q3 25 | — | $-39.4M | ||
| Q2 25 | $684.1M | $146.0M | ||
| Q1 25 | $348.9M | $-14.1M | ||
| Q4 24 | $227.9M | $231.6M | ||
| Q3 24 | $-133.4M | $2.3M | ||
| Q2 24 | $703.2M | $222.6M | ||
| Q1 24 | $184.6M | $214.4M |
自由现金流率BRLEVI
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | -2.6% | ||
| Q2 25 | 33.1% | 10.1% | ||
| Q1 25 | 19.3% | -0.9% | ||
| Q4 24 | 14.3% | 12.6% | ||
| Q3 24 | -9.4% | 0.2% | ||
| Q2 24 | 36.2% | 15.4% | ||
| Q1 24 | 10.7% | 13.8% |
资本支出强度BRLEVI
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | 0.8% | 2.7% | ||
| Q1 25 | 0.6% | 4.4% | ||
| Q4 24 | 0.6% | 3.6% | ||
| Q3 24 | 0.6% | 3.3% | ||
| Q2 24 | 0.9% | 2.8% | ||
| Q1 24 | 1.3% | 4.6% |
现金转化率BRLEVI
| Q4 25 | — | 1.69× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | 1.87× | 2.77× | ||
| Q1 25 | 1.48× | 0.39× | ||
| Q4 24 | 1.66× | 1.63× | ||
| Q3 24 | -1.57× | 2.53× | ||
| Q2 24 | 2.23× | 14.60× | ||
| Q1 24 | 0.97× | — |
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% |
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
