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Broadridge Financial Solutions（BR）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是罗布乐思的1.2倍（$1.7B vs $1.4B），Broadridge Financial Solutions净利率更高（16.6% vs -22.3%，领先38.9%），罗布乐思同比增速更快（43.2% vs -5.4%），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
BR vs RBLX — 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
RBLX
高出48.6%
-5.4%
净利率更高
BR
高出38.9%
-22.3%
两年增速更快
RBLX
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $284.6M | $-316.0M |
| 毛利率 | 27.6% | 77.7% |
| 营业利润率 | 12.0% | -25.3% |
| 净利率 | 16.6% | -22.3% |
| 营收同比 | -5.4% | 43.2% |
| 净利润同比 | 17.1% | -43.9% |
| 每股收益（稀释后） | $2.42 | $-0.44 |
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BRRBLX
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $1.6B | $988.2M | ||
| Q3 24 | $1.4B | $919.0M | ||
| Q2 24 | $1.9B | $893.5M | ||
| Q1 24 | $1.7B | $801.3M |
净利润BRRBLX
| Q4 25 | $284.6M | $-316.0M | ||
| Q3 25 | — | $-255.6M | ||
| Q2 25 | $374.2M | $-278.4M | ||
| Q1 25 | $243.1M | $-215.1M | ||
| Q4 24 | $142.4M | $-219.6M | ||
| Q3 24 | $79.8M | $-239.3M | ||
| Q2 24 | $323.2M | $-205.9M | ||
| Q1 24 | $213.7M | $-270.6M |
毛利率BRRBLX
| Q4 25 | 27.6% | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | 37.3% | 78.2% | ||
| Q1 25 | 31.8% | 78.3% | ||
| Q4 24 | 27.9% | 77.9% | ||
| Q3 24 | 24.5% | 77.7% | ||
| Q2 24 | 35.5% | 77.8% | ||
| Q1 24 | 31.2% | 77.7% |
营业利润率BRRBLX
| Q4 25 | 12.0% | -25.3% | ||
| Q3 25 | — | -21.8% | ||
| Q2 25 | 24.1% | -29.8% | ||
| Q1 25 | 19.0% | -24.6% | ||
| Q4 24 | 13.3% | -24.7% | ||
| Q3 24 | 9.4% | -30.4% | ||
| Q2 24 | 22.7% | -26.6% | ||
| Q1 24 | 17.5% | -37.7% |
净利率BRRBLX
| Q4 25 | 16.6% | -22.3% | ||
| Q3 25 | — | -18.8% | ||
| Q2 25 | 18.1% | -25.8% | ||
| Q1 25 | 13.4% | -20.8% | ||
| Q4 24 | 9.0% | -22.2% | ||
| Q3 24 | 5.6% | -26.0% | ||
| Q2 24 | 16.6% | -23.0% | ||
| Q1 24 | 12.4% | -33.8% |
每股收益（稀释后）BRRBLX
| Q4 25 | $2.42 | $-0.44 | ||
| Q3 25 | — | $-0.37 | ||
| Q2 25 | $3.17 | $-0.41 | ||
| Q1 25 | $2.05 | $-0.32 | ||
| Q4 24 | $1.20 | $-0.32 | ||
| Q3 24 | $0.68 | $-0.37 | ||
| Q2 24 | $2.72 | $-0.32 | ||
| Q1 24 | $1.79 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $3.2B | $1.2B |
| 股东权益账面价值 | $2.9B | $394.5M |
| 总资产 | $8.6B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.10× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资BRRBLX
| Q4 25 | $371.5M | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $562.2M | $2.6B | ||
| Q1 25 | $317.9M | $2.7B | ||
| Q4 24 | $290.6M | $2.4B | ||
| Q3 24 | $293.5M | $2.3B | ||
| Q2 24 | $305.2M | $2.4B | ||
| Q1 24 | $236.4M | $2.4B |
总债务BRRBLX
| Q4 25 | $3.2B | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $1.2B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRRBLX
| Q4 25 | $2.9B | $394.5M | ||
| Q3 25 | — | $407.6M | ||
| Q2 25 | $2.7B | $353.2M | ||
| Q1 25 | $2.4B | $310.7M | ||
| Q4 24 | $2.2B | $221.4M | ||
| Q3 24 | $2.2B | $189.9M | ||
| Q2 24 | $2.2B | $121.5M | ||
| Q1 24 | $2.3B | $71.6M |
总资产BRRBLX
| Q4 25 | $8.6B | $9.6B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | $8.5B | $7.8B | ||
| Q1 25 | $8.3B | $7.5B | ||
| Q4 24 | $8.2B | $7.2B | ||
| Q3 24 | $8.0B | $6.7B | ||
| Q2 24 | $8.2B | $6.5B | ||
| Q1 24 | $8.2B | $6.3B |
负债/权益比BRRBLX
| Q4 25 | 1.10× | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 5.48× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 1.55× | — |
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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 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 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流BRRBLX
| Q4 25 | — | $607.0M | ||
| Q3 25 | — | $546.2M | ||
| Q2 25 | $699.7M | $199.3M | ||
| Q1 25 | $360.4M | $443.9M | ||
| Q4 24 | $236.7M | $184.5M | ||
| Q3 24 | $-125.5M | $247.4M | ||
| Q2 24 | $721.0M | $151.4M | ||
| Q1 24 | $207.4M | $238.9M |
自由现金流BRRBLX
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | $684.1M | $176.7M | ||
| Q1 25 | $348.9M | $426.5M | ||
| Q4 24 | $227.9M | $120.6M | ||
| Q3 24 | $-133.4M | $218.0M | ||
| Q2 24 | $703.2M | $111.7M | ||
| Q1 24 | $184.6M | $192.3M |
自由现金流率BRRBLX
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | 33.1% | 16.3% | ||
| Q1 25 | 19.3% | 41.2% | ||
| Q4 24 | 14.3% | 12.2% | ||
| Q3 24 | -9.4% | 23.7% | ||
| Q2 24 | 36.2% | 12.5% | ||
| Q1 24 | 10.7% | 24.0% |
资本支出强度BRRBLX
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | 0.8% | 2.1% | ||
| Q1 25 | 0.6% | 1.7% | ||
| Q4 24 | 0.6% | 6.5% | ||
| Q3 24 | 0.6% | 3.2% | ||
| Q2 24 | 0.9% | 4.4% | ||
| Q1 24 | 1.3% | 5.8% |
现金转化率BRRBLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | — | ||
| 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% |
RBLX
暂无分部数据
