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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
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 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
| 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 |
| 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 |
| 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% |
| 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% |
| 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% |
| 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 | ||
|---|---|---|
| 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
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | ||
|---|---|---|
| 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
| 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 |
| 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 |
| 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% |
| 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% |
| 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
| 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% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |