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Broadridge Financial Solutions（BR）与RBC Bearings INC（RBC）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RBC Bearings INC的3.7倍（$1.7B vs $461.6M）。Broadridge Financial Solutions净利率更高（16.6% vs 14.6%，领先2.0%）。RBC Bearings INC同比增速更快（17.0% vs -5.4%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
BR vs RBC — 直观对比
营收规模更大
BR
是对方的3.7倍
$461.6M
营收增速更快
RBC
高出22.4%
-5.4%
净利率更高
BR
高出2.0%
14.6%
两年增速更快
BR
近两年复合增速
5.6%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $461.6M |
| 净利润 | $284.6M | $67.4M |
| 毛利率 | 27.6% | 44.3% |
| 营业利润率 | 12.0% | 22.3% |
| 净利率 | 16.6% | 14.6% |
| 营收同比 | -5.4% | 17.0% |
| 净利润同比 | 17.1% | 16.4% |
| 每股收益（稀释后） | $2.42 | $2.13 |
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BRRBC
| Q4 25 | $1.7B | $461.6M | ||
| Q3 25 | — | $455.3M | ||
| Q2 25 | $2.1B | $436.0M | ||
| Q1 25 | $1.8B | $437.7M | ||
| Q4 24 | $1.6B | $394.4M | ||
| Q3 24 | $1.4B | $397.9M | ||
| Q2 24 | $1.9B | $406.3M | ||
| Q1 24 | $1.7B | $413.7M |
净利润BRRBC
| Q4 25 | $284.6M | $67.4M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | $374.2M | $68.5M | ||
| Q1 25 | $243.1M | $72.7M | ||
| Q4 24 | $142.4M | $57.9M | ||
| Q3 24 | $79.8M | $54.2M | ||
| Q2 24 | $323.2M | $61.4M | ||
| Q1 24 | $213.7M | — |
毛利率BRRBC
| Q4 25 | 27.6% | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | 37.3% | 44.8% | ||
| Q1 25 | 31.8% | 44.2% | ||
| Q4 24 | 27.9% | 44.3% | ||
| Q3 24 | 24.5% | 43.7% | ||
| Q2 24 | 35.5% | 45.3% | ||
| Q1 24 | 31.2% | 43.1% |
营业利润率BRRBC
| Q4 25 | 12.0% | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | 24.1% | 23.2% | ||
| Q1 25 | 19.0% | 23.0% | ||
| Q4 24 | 13.3% | 21.7% | ||
| Q3 24 | 9.4% | 21.6% | ||
| Q2 24 | 22.7% | 24.0% | ||
| Q1 24 | 17.5% | 22.8% |
净利率BRRBC
| Q4 25 | 16.6% | 14.6% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | 18.1% | 15.7% | ||
| Q1 25 | 13.4% | 16.6% | ||
| Q4 24 | 9.0% | 14.7% | ||
| Q3 24 | 5.6% | 13.6% | ||
| Q2 24 | 16.6% | 15.1% | ||
| Q1 24 | 12.4% | — |
每股收益（稀释后）BRRBC
| Q4 25 | $2.42 | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | $3.17 | $2.17 | ||
| Q1 25 | $2.05 | $2.33 | ||
| Q4 24 | $1.20 | $1.82 | ||
| Q3 24 | $0.68 | $1.65 | ||
| Q2 24 | $2.72 | $1.90 | ||
| Q1 24 | $1.79 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | $3.2B | $990.2M |
| 股东权益账面价值 | $2.9B | $3.3B |
| 总资产 | $8.6B | $5.1B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BRRBC
| Q4 25 | $371.5M | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | $562.2M | $132.9M | ||
| Q1 25 | $317.9M | $36.8M | ||
| Q4 24 | $290.6M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $305.2M | $76.8M | ||
| Q1 24 | $236.4M | $63.5M |
总债务BRRBC
| Q4 25 | $3.2B | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $3.3B | $915.6M | ||
| Q1 25 | $3.4B | $920.1M | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | $1.2B |
股东权益BRRBC
| Q4 25 | $2.9B | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | $2.2B | $2.9B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.2B | $2.8B | ||
| Q1 24 | $2.3B | $2.8B |
总资产BRRBC
| Q4 25 | $8.6B | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $8.5B | $4.8B | ||
| Q1 25 | $8.3B | $4.7B | ||
| Q4 24 | $8.2B | $4.7B | ||
| Q3 24 | $8.0B | $4.7B | ||
| Q2 24 | $8.2B | $4.7B | ||
| Q1 24 | $8.2B | $4.7B |
负债/权益比BRRBC
| Q4 25 | 1.10× | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | 1.22× | 0.29× | ||
| Q1 25 | 1.44× | 0.30× | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 1.55× | 0.43× |
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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BRRBC
| Q4 25 | — | $122.1M | ||
| Q3 25 | — | $88.4M | ||
| Q2 25 | $699.7M | $120.0M | ||
| Q1 25 | $360.4M | — | ||
| Q4 24 | $236.7M | $84.0M | ||
| Q3 24 | $-125.5M | — | ||
| Q2 24 | $721.0M | $97.4M | ||
| Q1 24 | $207.4M | — |
自由现金流BRRBC
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | $684.1M | $104.3M | ||
| Q1 25 | $348.9M | — | ||
| Q4 24 | $227.9M | $73.6M | ||
| Q3 24 | $-133.4M | — | ||
| Q2 24 | $703.2M | $88.4M | ||
| Q1 24 | $184.6M | — |
自由现金流率BRRBC
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | 33.1% | 23.9% | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 14.3% | 18.7% | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | 36.2% | 21.8% | ||
| Q1 24 | 10.7% | — |
资本支出强度BRRBC
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | 0.8% | 3.6% | ||
| Q1 25 | 0.6% | 3.2% | ||
| Q4 24 | 0.6% | 2.6% | ||
| Q3 24 | 0.6% | 4.1% | ||
| Q2 24 | 0.9% | 2.2% | ||
| Q1 24 | 1.3% | — |
现金转化率BRRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 1.87× | 1.75× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | 1.45× | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
