vs
Broadridge Financial Solutions（BR）与欧文斯科宁（OC）财务数据对比。点击上方公司名可切换其他公司
欧文斯科宁的季度营收约是Broadridge Financial Solutions的1.2倍（$2.1B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs -13.9%，领先30.5%），Broadridge Financial Solutions同比增速更快（-5.4% vs -24.6%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -3.5%）
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。
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
BR vs OC — 直观对比
营收规模更大
OC
是对方的1.2倍
$1.7B
营收增速更快
BR
高出19.2%
-24.6%
净利率更高
BR
高出30.5%
-13.9%
两年增速更快
BR
近两年复合增速
-3.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.1B |
| 净利润 | $284.6M | $-298.0M |
| 毛利率 | 27.6% | 23.2% |
| 营业利润率 | 12.0% | -10.5% |
| 净利率 | 16.6% | -13.9% |
| 营收同比 | -5.4% | -24.6% |
| 净利润同比 | 17.1% | -15.5% |
| 每股收益（稀释后） | $2.42 | $-3.47 |
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BROC
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $1.8B | $2.5B | ||
| Q4 24 | $1.6B | $2.8B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.9B | $2.8B | ||
| Q1 24 | $1.7B | $2.3B |
净利润BROC
| Q4 25 | $284.6M | $-298.0M | ||
| Q3 25 | — | $-494.0M | ||
| Q2 25 | $374.2M | $363.0M | ||
| Q1 25 | $243.1M | $-93.0M | ||
| Q4 24 | $142.4M | $-258.0M | ||
| Q3 24 | $79.8M | $321.0M | ||
| Q2 24 | $323.2M | $285.0M | ||
| Q1 24 | $213.7M | $299.0M |
毛利率BROC
| Q4 25 | 27.6% | 23.2% | ||
| Q3 25 | — | 28.2% | ||
| Q2 25 | 37.3% | 31.2% | ||
| Q1 25 | 31.8% | 28.7% | ||
| Q4 24 | 27.9% | 28.1% | ||
| Q3 24 | 24.5% | 29.8% | ||
| Q2 24 | 35.5% | 31.1% | ||
| Q1 24 | 31.2% | 29.6% |
营业利润率BROC
| Q4 25 | 12.0% | -10.5% | ||
| Q3 25 | — | -12.2% | ||
| Q2 25 | 24.1% | 18.4% | ||
| Q1 25 | 19.0% | 16.1% | ||
| Q4 24 | 13.3% | -8.5% | ||
| Q3 24 | 9.4% | 16.7% | ||
| Q2 24 | 22.7% | 16.4% | ||
| Q1 24 | 17.5% | 17.5% |
净利率BROC
| Q4 25 | 16.6% | -13.9% | ||
| Q3 25 | — | -18.4% | ||
| Q2 25 | 18.1% | 13.2% | ||
| Q1 25 | 13.4% | -3.7% | ||
| Q4 24 | 9.0% | -9.1% | ||
| Q3 24 | 5.6% | 10.5% | ||
| Q2 24 | 16.6% | 10.2% | ||
| Q1 24 | 12.4% | 13.0% |
每股收益（稀释后）BROC
| Q4 25 | $2.42 | $-3.47 | ||
| Q3 25 | — | $-5.92 | ||
| Q2 25 | $3.17 | $4.25 | ||
| Q1 25 | $2.05 | $-1.08 | ||
| Q4 24 | $1.20 | $-2.92 | ||
| Q3 24 | $0.68 | $3.65 | ||
| Q2 24 | $2.72 | $3.24 | ||
| Q1 24 | $1.79 | $3.40 |
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 | $345.0M |
| 总债务越低越好 | $3.2B | $4.7B |
| 股东权益账面价值 | $2.9B | $3.9B |
| 总资产 | $8.6B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.10× | 1.22× |
8季度趋势，按日历期对齐
现金及短期投资BROC
| Q4 25 | $371.5M | $345.0M | ||
| Q3 25 | — | $286.0M | ||
| Q2 25 | $562.2M | $230.0M | ||
| Q1 25 | $317.9M | $400.0M | ||
| Q4 24 | $290.6M | $361.0M | ||
| Q3 24 | $293.5M | $499.0M | ||
| Q2 24 | $305.2M | $254.0M | ||
| Q1 24 | $236.4M | $1.3B |
总债务BROC
| Q4 25 | $3.2B | $4.7B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $3.3B | $5.1B | ||
| Q1 25 | $3.4B | $5.0B | ||
| Q4 24 | $3.7B | $5.1B | ||
| Q3 24 | $3.6B | $5.0B | ||
| Q2 24 | $3.4B | $5.0B | ||
| Q1 24 | $3.5B | $2.6B |
股东权益BROC
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | $2.7B | $5.2B | ||
| Q1 25 | $2.4B | $4.9B | ||
| Q4 24 | $2.2B | $5.1B | ||
| Q3 24 | $2.2B | $5.6B | ||
| Q2 24 | $2.2B | $5.5B | ||
| Q1 24 | $2.3B | $5.2B |
总资产BROC
| Q4 25 | $8.6B | $13.0B | ||
| Q3 25 | — | $13.5B | ||
| Q2 25 | $8.5B | $14.5B | ||
| Q1 25 | $8.3B | $14.3B | ||
| Q4 24 | $8.2B | $14.1B | ||
| Q3 24 | $8.0B | $15.1B | ||
| Q2 24 | $8.2B | $15.0B | ||
| Q1 24 | $8.2B | $11.3B |
负债/权益比BROC
| Q4 25 | 1.10× | 1.22× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | 1.22× | 0.98× | ||
| Q1 25 | 1.44× | 1.03× | ||
| Q4 24 | 1.64× | 1.01× | ||
| Q3 24 | 1.63× | 0.89× | ||
| Q2 24 | 1.55× | 0.92× | ||
| 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 | — | $590.0M |
| 自由现金流经营现金流 - 资本支出 | — | $333.0M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 12.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $962.0M |
8季度趋势，按日历期对齐
经营现金流BROC
| Q4 25 | — | $590.0M | ||
| Q3 25 | — | $918.0M | ||
| Q2 25 | $699.7M | $327.0M | ||
| Q1 25 | $360.4M | $-49.0M | ||
| Q4 24 | $236.7M | $676.0M | ||
| Q3 24 | $-125.5M | $699.0M | ||
| Q2 24 | $721.0M | $493.0M | ||
| Q1 24 | $207.4M | $24.0M |
自由现金流BROC
| Q4 25 | — | $333.0M | ||
| Q3 25 | — | $752.0M | ||
| Q2 25 | $684.1M | $129.0M | ||
| Q1 25 | $348.9M | $-252.0M | ||
| Q4 24 | $227.9M | $479.0M | ||
| Q3 24 | $-133.4M | $558.0M | ||
| Q2 24 | $703.2M | $336.0M | ||
| Q1 24 | $184.6M | $-128.0M |
自由现金流率BROC
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 28.0% | ||
| Q2 25 | 33.1% | 4.7% | ||
| Q1 25 | 19.3% | -10.0% | ||
| Q4 24 | 14.3% | 16.9% | ||
| Q3 24 | -9.4% | 18.3% | ||
| Q2 24 | 36.2% | 12.0% | ||
| Q1 24 | 10.7% | -5.6% |
资本支出强度BROC
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 6.2% | ||
| Q2 25 | 0.8% | 7.2% | ||
| Q1 25 | 0.6% | 8.0% | ||
| Q4 24 | 0.6% | 6.9% | ||
| Q3 24 | 0.6% | 4.6% | ||
| Q2 24 | 0.9% | 5.6% | ||
| Q1 24 | 1.3% | 6.6% |
现金转化率BROC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.87× | 0.90× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | 2.18× | ||
| Q2 24 | 2.23× | 1.73× | ||
| Q1 24 | 0.97× | 0.08× |
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% |
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
