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Broadridge Financial Solutions(BR)与Reynolds Consumer Products Inc.(REYN)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Reynolds Consumer Products Inc.的1.7倍($1.7B vs $1.0B),Broadridge Financial Solutions净利率更高(16.6% vs 11.4%,领先5.2%),Reynolds Consumer Products Inc.同比增速更快(1.2% vs -5.4%),过去两年Reynolds Consumer Products Inc.的营收复合增速更高(11.4% 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。

雷诺消费品公司旗下的Rival是美国小家电制造商,拥有Bionaire、Crock-Pot、Rival等多个知名品牌。1999年成为Holmes产品集团全资子公司,2005年随Holmes被Jarden收购,后Jarden与纽威尔橡胶美合并,现隶属于纽威尔集团。

BR vs REYN — 直观对比

营收规模更大
BR
BR
是对方的1.7倍
BR
$1.7B
$1.0B
REYN
营收增速更快
REYN
REYN
高出6.6%
REYN
1.2%
-5.4%
BR
净利率更高
BR
BR
高出5.2%
BR
16.6%
11.4%
REYN
两年增速更快
REYN
REYN
近两年复合增速
REYN
11.4%
10.4%
BR

损益表 — Q2 FY2026 vs Q4 FY2025

指标
BR
BR
REYN
REYN
营收
$1.7B
$1.0B
净利润
$284.6M
$118.0M
毛利率
27.6%
25.7%
营业利润率
12.0%
14.8%
净利率
16.6%
11.4%
营收同比
-5.4%
1.2%
净利润同比
17.1%
-1.7%
每股收益(稀释后)
$2.42
$0.55

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
BR
REYN
REYN
Q4 25
$1.7B
$1.0B
Q3 25
$931.0M
Q2 25
$2.1B
$938.0M
Q1 25
$1.8B
$818.0M
Q4 24
$1.6B
$1.0B
Q3 24
$1.4B
$910.0M
Q2 24
$1.9B
$930.0M
Q1 24
$1.7B
$833.0M
净利润
BR
BR
REYN
REYN
Q4 25
$284.6M
$118.0M
Q3 25
$79.0M
Q2 25
$374.2M
$73.0M
Q1 25
$243.1M
$31.0M
Q4 24
$142.4M
$120.0M
Q3 24
$79.8M
$86.0M
Q2 24
$323.2M
$97.0M
Q1 24
$213.7M
$49.0M
毛利率
BR
BR
REYN
REYN
Q4 25
27.6%
25.7%
Q3 25
25.0%
Q2 25
37.3%
24.1%
Q1 25
31.8%
23.1%
Q4 24
27.9%
27.6%
Q3 24
24.5%
26.3%
Q2 24
35.5%
27.5%
Q1 24
31.2%
24.1%
营业利润率
BR
BR
REYN
REYN
Q4 25
12.0%
14.8%
Q3 25
11.0%
Q2 25
24.1%
10.2%
Q1 25
19.0%
5.1%
Q4 24
13.3%
15.5%
Q3 24
9.4%
12.4%
Q2 24
22.7%
12.4%
Q1 24
17.5%
7.8%
净利率
BR
BR
REYN
REYN
Q4 25
16.6%
11.4%
Q3 25
8.5%
Q2 25
18.1%
7.8%
Q1 25
13.4%
3.8%
Q4 24
9.0%
11.7%
Q3 24
5.6%
9.5%
Q2 24
16.6%
10.4%
Q1 24
12.4%
5.9%
每股收益(稀释后)
BR
BR
REYN
REYN
Q4 25
$2.42
$0.55
Q3 25
$0.38
Q2 25
$3.17
$0.35
Q1 25
$2.05
$0.15
Q4 24
$1.20
$0.57
Q3 24
$0.68
$0.41
Q2 24
$2.72
$0.46
Q1 24
$1.79
$0.23

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
BR
BR
REYN
REYN
现金及短期投资手头流动性
$371.5M
$147.0M
总债务越低越好
$3.2B
$1.6B
股东权益账面价值
$2.9B
$2.3B
总资产
$8.6B
$4.9B
负债/权益比越低杠杆越低
1.10×
0.70×

8季度趋势,按日历期对齐

现金及短期投资
BR
BR
REYN
REYN
Q4 25
$371.5M
$147.0M
Q3 25
$53.0M
Q2 25
$562.2M
$57.0M
Q1 25
$317.9M
$58.0M
Q4 24
$290.6M
$137.0M
Q3 24
$293.5M
$96.0M
Q2 24
$305.2M
$101.0M
Q1 24
$236.4M
$135.0M
总债务
BR
BR
REYN
REYN
Q4 25
$3.2B
$1.6B
Q3 25
$1.6B
Q2 25
$3.3B
$1.6B
Q1 25
$3.4B
$1.6B
Q4 24
$3.7B
$1.7B
Q3 24
$3.6B
$1.7B
Q2 24
$3.4B
$1.8B
Q1 24
$3.5B
$1.8B
股东权益
BR
BR
REYN
REYN
Q4 25
$2.9B
$2.3B
Q3 25
$2.2B
Q2 25
$2.7B
$2.1B
Q1 25
$2.4B
$2.1B
Q4 24
$2.2B
$2.1B
Q3 24
$2.2B
$2.1B
Q2 24
$2.2B
$2.0B
Q1 24
$2.3B
$2.0B
总资产
BR
BR
REYN
REYN
Q4 25
$8.6B
$4.9B
Q3 25
$4.9B
Q2 25
$8.5B
$4.9B
Q1 25
$8.3B
$4.8B
Q4 24
$8.2B
$4.9B
Q3 24
$8.0B
$4.8B
Q2 24
$8.2B
$4.9B
Q1 24
$8.2B
$4.9B
负债/权益比
BR
BR
REYN
REYN
Q4 25
1.10×
0.70×
Q3 25
0.75×
Q2 25
1.22×
0.76×
Q1 25
1.44×
0.77×
Q4 24
1.64×
0.79×
Q3 24
1.63×
0.84×
Q2 24
1.55×
0.87×
Q1 24
1.55×
0.92×

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
BR
BR
REYN
REYN
经营现金流最新季度
$237.0M
自由现金流经营现金流 - 资本支出
$200.0M
自由现金流率自由现金流/营收
19.3%
资本支出强度资本支出/营收
3.6%
现金转化率经营现金流/净利润
2.01×
过去12个月自由现金流最近4个季度
$316.0M

8季度趋势,按日历期对齐

经营现金流
BR
BR
REYN
REYN
Q4 25
$237.0M
Q3 25
$93.0M
Q2 25
$699.7M
$91.0M
Q1 25
$360.4M
$56.0M
Q4 24
$236.7M
$182.0M
Q3 24
$-125.5M
$124.0M
Q2 24
$721.0M
$84.0M
Q1 24
$207.4M
$99.0M
自由现金流
BR
BR
REYN
REYN
Q4 25
$200.0M
Q3 25
$48.0M
Q2 25
$684.1M
$51.0M
Q1 25
$348.9M
$17.0M
Q4 24
$227.9M
$141.0M
Q3 24
$-133.4M
$93.0M
Q2 24
$703.2M
$65.0M
Q1 24
$184.6M
$70.0M
自由现金流率
BR
BR
REYN
REYN
Q4 25
19.3%
Q3 25
5.2%
Q2 25
33.1%
5.4%
Q1 25
19.3%
2.1%
Q4 24
14.3%
13.8%
Q3 24
-9.4%
10.2%
Q2 24
36.2%
7.0%
Q1 24
10.7%
8.4%
资本支出强度
BR
BR
REYN
REYN
Q4 25
3.6%
Q3 25
4.8%
Q2 25
0.8%
4.3%
Q1 25
0.6%
4.8%
Q4 24
0.6%
4.0%
Q3 24
0.6%
3.4%
Q2 24
0.9%
2.0%
Q1 24
1.3%
3.5%
现金转化率
BR
BR
REYN
REYN
Q4 25
2.01×
Q3 25
1.18×
Q2 25
1.87×
1.25×
Q1 25
1.48×
1.81×
Q4 24
1.66×
1.52×
Q3 24
-1.57×
1.44×
Q2 24
2.23×
0.87×
Q1 24
0.97×
2.02×

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
BR

Recurring Fee Revenue Investor Communication Solutions$589.5M34%
Recurring Fee Revenue Capital Markets$300.9M18%
Recurring Fee Revenue Regulatory$248.7M15%
Recurring Fee Revenue Customer Communications$189.2M11%
Recurring Fee Revenue Wealth And Investment Management$179.7M10%
Recurring Fee Revenue Data Driven Fund Solutions$112.7M7%
Event Driven Revenue Mutual Funds$51.4M3%
Event Driven Revenue Equity And Other$39.2M2%
Global Technology And Operations$7.5M0%

REYN
REYN

Reynolds Cooking And Baking$397.0M38%
Hefty Waste And Storage$247.0M24%
Tableware Products$229.0M22%
Presto Products$164.0M16%

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