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Broadridge Financial Solutions(BR)与Masco(MAS)财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Broadridge Financial Solutions的1.1倍($1.9B vs $1.7B),Broadridge Financial Solutions净利率更高(16.6% vs 11.9%,领先4.7%),Masco同比增速更快(6.5% vs -5.4%),过去两年Broadridge Financial Solutions的营收复合增速更高(10.4% vs -4.2%)
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品,旗下拥有20余家子公司,在全球运营近80座生产工厂,其中美国本土近60座,海外地区超20座。公司1969年于纽交所挂牌上市,后实现快速增长,成功跻身美国财富500强榜单。
BR vs MAS — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.7B
营收增速更快
MAS
高出11.9%
-5.4%
净利率更高
BR
高出4.7%
11.9%
两年增速更快
BR
近两年复合增速
-4.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $284.6M | $228.0M |
| 毛利率 | 27.6% | 35.8% |
| 营业利润率 | 12.0% | 16.5% |
| 净利率 | 16.6% | 11.9% |
| 营收同比 | -5.4% | 6.5% |
| 净利润同比 | 17.1% | 14.5% |
| 每股收益(稀释后) | $2.42 | — |
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
MAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.7B | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $1.8B | $1.8B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.9B | $2.1B |
净利润
BR
MAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $284.6M | $165.0M | ||
| Q3 25 | — | $189.0M | ||
| Q2 25 | $374.2M | $270.0M | ||
| Q1 25 | $243.1M | $186.0M | ||
| Q4 24 | $142.4M | $182.0M | ||
| Q3 24 | $79.8M | $167.0M | ||
| Q2 24 | $323.2M | $258.0M |
毛利率
BR
MAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 27.6% | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | 37.3% | 37.6% | ||
| Q1 25 | 31.8% | 35.8% | ||
| Q4 24 | 27.9% | 34.8% | ||
| Q3 24 | 24.5% | 36.6% | ||
| Q2 24 | 35.5% | 37.5% |
营业利润率
BR
MAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 12.0% | 13.8% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | 24.1% | 20.1% | ||
| Q1 25 | 19.0% | 15.9% | ||
| Q4 24 | 13.3% | 15.9% | ||
| Q3 24 | 9.4% | 18.0% | ||
| Q2 24 | 22.7% | 19.0% |
净利率
BR
MAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 16.6% | 9.2% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | 18.1% | 13.2% | ||
| Q1 25 | 13.4% | 10.3% | ||
| Q4 24 | 9.0% | 10.0% | ||
| Q3 24 | 5.6% | 8.4% | ||
| Q2 24 | 16.6% | 12.3% |
每股收益(稀释后)
BR
MAS
| Q1 26 | — | — | ||
| Q4 25 | $2.42 | $0.81 | ||
| Q3 25 | — | $0.90 | ||
| Q2 25 | $3.17 | $1.28 | ||
| Q1 25 | $2.05 | $0.87 | ||
| Q4 24 | $1.20 | $0.85 | ||
| Q3 24 | $0.68 | $0.77 | ||
| Q2 24 | $2.72 | $1.17 |
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 | — |
| 总债务越低越好 | $3.2B | $2.9B |
| 股东权益账面价值 | $2.9B | $27.0M |
| 总资产 | $8.6B | $5.2B |
| 负债/权益比越低杠杆越低 | 1.10× | 109.07× |
8季度趋势,按日历期对齐
现金及短期投资
BR
MAS
| Q1 26 | — | — | ||
| Q4 25 | $371.5M | $647.0M | ||
| Q3 25 | — | $559.0M | ||
| Q2 25 | $562.2M | $390.0M | ||
| Q1 25 | $317.9M | $377.0M | ||
| Q4 24 | $290.6M | $634.0M | ||
| Q3 24 | $293.5M | $646.0M | ||
| Q2 24 | $305.2M | $398.0M |
总债务
BR
MAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $2.9B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — |
股东权益
BR
MAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $2.9B | $-185.0M | ||
| Q3 25 | — | $-78.0M | ||
| Q2 25 | $2.7B | $-84.0M | ||
| Q1 25 | $2.4B | $-254.0M | ||
| Q4 24 | $2.2B | $-279.0M | ||
| Q3 24 | $2.2B | $-88.0M | ||
| Q2 24 | $2.2B | $-26.0M |
总资产
BR
MAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $8.6B | $5.2B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | $8.5B | $5.3B | ||
| Q1 25 | $8.3B | $5.1B | ||
| Q4 24 | $8.2B | $5.0B | ||
| Q3 24 | $8.0B | $5.3B | ||
| Q2 24 | $8.2B | $5.4B |
负债/权益比
BR
MAS
| Q1 26 | — | 109.07× | ||
| 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× | — |
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% |
MAS
暂无分部数据