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Broadridge Financial Solutions（BR）与通用电气医疗（OPCH）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是通用电气医疗的1.2倍（$1.7B vs $1.4B），Broadridge Financial Solutions净利率更高（16.6% vs 3.6%，领先13.0%），通用电气医疗同比增速更快（12.2% vs -5.4%），过去两年通用电气医疗的营收复合增速更高（13.0% 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。
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，旗下设四大业务板块：医学影像（含分子成像、CT、磁共振、女性健康筛查及X线设备）、超声、患者护理解决方案（覆盖远程患者监测、麻醉呼吸护理、心脏病诊断、婴儿护理等）及制药相关业务。
BR vs OPCH — 直观对比
营收规模更大
BR
是对方的1.2倍
$1.4B
营收增速更快
OPCH
高出17.6%
-5.4%
净利率更高
BR
高出13.0%
3.6%
两年增速更快
OPCH
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $284.6M | $51.8M |
| 毛利率 | 27.6% | 19.0% |
| 营业利润率 | 12.0% | 5.9% |
| 净利率 | 16.6% | 3.6% |
| 营收同比 | -5.4% | 12.2% |
| 净利润同比 | 17.1% | -3.8% |
| 每股收益（稀释后） | $2.42 | $0.32 |
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BROPCH
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $1.7B | $1.1B |
净利润BROPCH
| Q4 25 | $284.6M | — | ||
| Q3 25 | — | $51.8M | ||
| Q2 25 | $374.2M | $50.5M | ||
| Q1 25 | $243.1M | $46.7M | ||
| Q4 24 | $142.4M | $60.1M | ||
| Q3 24 | $79.8M | $53.9M | ||
| Q2 24 | $323.2M | $53.0M | ||
| Q1 24 | $213.7M | $44.8M |
毛利率BROPCH
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | 37.3% | 19.0% | ||
| Q1 25 | 31.8% | 19.7% | ||
| Q4 24 | 27.9% | 21.3% | ||
| Q3 24 | 24.5% | 20.1% | ||
| Q2 24 | 35.5% | 20.3% | ||
| Q1 24 | 31.2% | 20.8% |
营业利润率BROPCH
| Q4 25 | 12.0% | — | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | 24.1% | 5.8% | ||
| Q1 25 | 19.0% | 5.9% | ||
| Q4 24 | 13.3% | 6.9% | ||
| Q3 24 | 9.4% | 6.7% | ||
| Q2 24 | 22.7% | 6.6% | ||
| Q1 24 | 17.5% | 6.0% |
净利率BROPCH
| Q4 25 | 16.6% | — | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | 18.1% | 3.6% | ||
| Q1 25 | 13.4% | 3.5% | ||
| Q4 24 | 9.0% | 4.8% | ||
| Q3 24 | 5.6% | 4.2% | ||
| Q2 24 | 16.6% | 4.3% | ||
| Q1 24 | 12.4% | 3.9% |
每股收益（稀释后）BROPCH
| Q4 25 | $2.42 | — | ||
| Q3 25 | — | $0.32 | ||
| Q2 25 | $3.17 | $0.31 | ||
| Q1 25 | $2.05 | $0.28 | ||
| Q4 24 | $1.20 | $0.36 | ||
| Q3 24 | $0.68 | $0.31 | ||
| Q2 24 | $2.72 | $0.30 | ||
| Q1 24 | $1.79 | $0.26 |
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 | $309.8M |
| 总债务越低越好 | $3.2B | $1.2B |
| 股东权益账面价值 | $2.9B | $1.4B |
| 总资产 | $8.6B | $3.5B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.86× |
8季度趋势，按日历期对齐
现金及短期投资BROPCH
| Q4 25 | $371.5M | — | ||
| Q3 25 | — | $309.8M | ||
| Q2 25 | $562.2M | $198.8M | ||
| Q1 25 | $317.9M | $171.4M | ||
| Q4 24 | $290.6M | $412.6M | ||
| Q3 24 | $293.5M | $483.0M | ||
| Q2 24 | $305.2M | $376.9M | ||
| Q1 24 | $236.4M | $219.5M |
总债务BROPCH
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $3.3B | $1.1B | ||
| Q1 25 | $3.4B | $1.1B | ||
| Q4 24 | $3.7B | $1.1B | ||
| Q3 24 | $3.6B | $1.1B | ||
| Q2 24 | $3.4B | $1.1B | ||
| Q1 24 | $3.5B | $1.1B |
股东权益BROPCH
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.2B | $1.4B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B | ||
| Q1 24 | $2.3B | $1.4B |
总资产BROPCH
| Q4 25 | $8.6B | — | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $8.5B | $3.4B | ||
| Q1 25 | $8.3B | $3.3B | ||
| Q4 24 | $8.2B | $3.4B | ||
| Q3 24 | $8.0B | $3.4B | ||
| Q2 24 | $8.2B | $3.3B | ||
| Q1 24 | $8.2B | $3.2B |
负债/权益比BROPCH
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | 1.22× | 0.82× | ||
| Q1 25 | 1.44× | 0.82× | ||
| Q4 24 | 1.64× | 0.79× | ||
| Q3 24 | 1.63× | 0.78× | ||
| Q2 24 | 1.55× | 0.79× | ||
| Q1 24 | 1.55× | 0.74× |
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 | — | $139.4M |
| 自由现金流经营现金流 - 资本支出 | — | $130.2M |
| 自由现金流率自由现金流/营收 | — | 9.1% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.69× |
| 过去12个月自由现金流最近4个季度 | — | $220.7M |
8季度趋势，按日历期对齐
经营现金流BROPCH
| Q4 25 | — | — | ||
| Q3 25 | — | $139.4M | ||
| Q2 25 | $699.7M | $90.3M | ||
| Q1 25 | $360.4M | $-7.2M | ||
| Q4 24 | $236.7M | $36.1M | ||
| Q3 24 | $-125.5M | $160.4M | ||
| Q2 24 | $721.0M | $195.7M | ||
| Q1 24 | $207.4M | $-68.8M |
自由现金流BROPCH
| Q4 25 | — | — | ||
| Q3 25 | — | $130.2M | ||
| Q2 25 | $684.1M | $81.2M | ||
| Q1 25 | $348.9M | $-16.6M | ||
| Q4 24 | $227.9M | $25.8M | ||
| Q3 24 | $-133.4M | $150.7M | ||
| Q2 24 | $703.2M | $185.9M | ||
| Q1 24 | $184.6M | $-74.6M |
自由现金流率BROPCH
| Q4 25 | — | — | ||
| Q3 25 | — | 9.1% | ||
| Q2 25 | 33.1% | 5.7% | ||
| Q1 25 | 19.3% | -1.2% | ||
| Q4 24 | 14.3% | 2.0% | ||
| Q3 24 | -9.4% | 11.8% | ||
| Q2 24 | 36.2% | 15.1% | ||
| Q1 24 | 10.7% | -6.5% |
资本支出强度BROPCH
| Q4 25 | — | — | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | 0.8% | 0.6% | ||
| Q1 25 | 0.6% | 0.7% | ||
| Q4 24 | 0.6% | 0.8% | ||
| Q3 24 | 0.6% | 0.8% | ||
| Q2 24 | 0.9% | 0.8% | ||
| Q1 24 | 1.3% | 0.5% |
现金转化率BROPCH
| Q4 25 | — | — | ||
| Q3 25 | — | 2.69× | ||
| Q2 25 | 1.87× | 1.79× | ||
| Q1 25 | 1.48× | -0.15× | ||
| Q4 24 | 1.66× | 0.60× | ||
| Q3 24 | -1.57× | 2.98× | ||
| Q2 24 | 2.23× | 3.69× | ||
| Q1 24 | 0.97× | -1.54× |
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% |
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
