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Broadridge Financial Solutions（BR）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是越洋钻探的1.6倍（$1.7B vs $1.0B），Broadridge Financial Solutions净利率更高（16.6% vs 2.4%，领先14.2%），越洋钻探同比增速更快（9.6% vs -5.4%），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
BR vs RIG — 直观对比
营收规模更大
BR
是对方的1.6倍
$1.0B
营收增速更快
RIG
高出15.0%
-5.4%
净利率更高
BR
高出14.2%
2.4%
两年增速更快
RIG
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.0B |
| 净利润 | $284.6M | $25.0M |
| 毛利率 | 27.6% | 42.0% |
| 营业利润率 | 12.0% | 23.0% |
| 净利率 | 16.6% | 2.4% |
| 营收同比 | -5.4% | 9.6% |
| 净利润同比 | 17.1% | 257.1% |
| 每股收益（稀释后） | $2.42 | $0.13 |
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BRRIG
| Q4 25 | $1.7B | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $2.1B | $988.0M | ||
| Q1 25 | $1.8B | $906.0M | ||
| Q4 24 | $1.6B | $952.0M | ||
| Q3 24 | $1.4B | $948.0M | ||
| Q2 24 | $1.9B | $861.0M | ||
| Q1 24 | $1.7B | $763.0M |
净利润BRRIG
| Q4 25 | $284.6M | $25.0M | ||
| Q3 25 | — | $-1.9B | ||
| Q2 25 | $374.2M | $-938.0M | ||
| Q1 25 | $243.1M | $-79.0M | ||
| Q4 24 | $142.4M | $7.0M | ||
| Q3 24 | $79.8M | $-494.0M | ||
| Q2 24 | $323.2M | $-123.0M | ||
| Q1 24 | $213.7M | $98.0M |
毛利率BRRIG
| Q4 25 | 27.6% | 42.0% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | 37.3% | 39.4% | ||
| Q1 25 | 31.8% | 31.8% | ||
| Q4 24 | 27.9% | 39.2% | ||
| Q3 24 | 24.5% | 40.6% | ||
| Q2 24 | 35.5% | 38.0% | ||
| Q1 24 | 31.2% | 31.5% |
营业利润率BRRIG
| Q4 25 | 12.0% | 23.0% | ||
| Q3 25 | — | -163.1% | ||
| Q2 25 | 24.1% | -97.6% | ||
| Q1 25 | 19.0% | 7.1% | ||
| Q4 24 | 13.3% | 13.7% | ||
| Q3 24 | 9.4% | -51.2% | ||
| Q2 24 | 22.7% | -6.9% | ||
| Q1 24 | 17.5% | -0.4% |
净利率BRRIG
| Q4 25 | 16.6% | 2.4% | ||
| Q3 25 | — | -187.1% | ||
| Q2 25 | 18.1% | -94.9% | ||
| Q1 25 | 13.4% | -8.7% | ||
| Q4 24 | 9.0% | 0.7% | ||
| Q3 24 | 5.6% | -52.1% | ||
| Q2 24 | 16.6% | -14.3% | ||
| Q1 24 | 12.4% | 12.8% |
每股收益（稀释后）BRRIG
| Q4 25 | $2.42 | $0.13 | ||
| Q3 25 | — | $-2.00 | ||
| Q2 25 | $3.17 | $-1.06 | ||
| Q1 25 | $2.05 | $-0.11 | ||
| Q4 24 | $1.20 | $-0.14 | ||
| Q3 24 | $0.68 | $-0.58 | ||
| Q2 24 | $2.72 | $-0.15 | ||
| Q1 24 | $1.79 | $0.11 |
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 | $620.0M |
| 总债务越低越好 | $3.2B | $5.2B |
| 股东权益账面价值 | $2.9B | $8.1B |
| 总资产 | $8.6B | $15.6B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资BRRIG
| Q4 25 | $371.5M | $620.0M | ||
| Q3 25 | — | $833.0M | ||
| Q2 25 | $562.2M | $377.0M | ||
| Q1 25 | $317.9M | $263.0M | ||
| Q4 24 | $290.6M | $560.0M | ||
| Q3 24 | $293.5M | $435.0M | ||
| Q2 24 | $305.2M | $475.0M | ||
| Q1 24 | $236.4M | $446.0M |
总债务BRRIG
| Q4 25 | $3.2B | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $3.3B | $5.9B | ||
| Q1 25 | $3.4B | $5.9B | ||
| Q4 24 | $3.7B | $6.2B | ||
| Q3 24 | $3.6B | $6.5B | ||
| Q2 24 | $3.4B | $6.8B | ||
| Q1 24 | $3.5B | $6.8B |
股东权益BRRIG
| Q4 25 | $2.9B | $8.1B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | $2.7B | $9.4B | ||
| Q1 25 | $2.4B | $10.2B | ||
| Q4 24 | $2.2B | $10.3B | ||
| Q3 24 | $2.2B | $10.2B | ||
| Q2 24 | $2.2B | $10.7B | ||
| Q1 24 | $2.3B | $10.5B |
总资产BRRIG
| Q4 25 | $8.6B | $15.6B | ||
| Q3 25 | — | $16.2B | ||
| Q2 25 | $8.5B | $17.8B | ||
| Q1 25 | $8.3B | $19.0B | ||
| Q4 24 | $8.2B | $19.4B | ||
| Q3 24 | $8.0B | $19.5B | ||
| Q2 24 | $8.2B | $20.3B | ||
| Q1 24 | $8.2B | $19.9B |
负债/权益比BRRIG
| Q4 25 | 1.10× | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | 1.22× | 0.63× | ||
| Q1 25 | 1.44× | 0.58× | ||
| Q4 24 | 1.64× | 0.60× | ||
| Q3 24 | 1.63× | 0.64× | ||
| Q2 24 | 1.55× | 0.63× | ||
| Q1 24 | 1.55× | 0.65× |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流BRRIG
| Q4 25 | — | $349.0M | ||
| Q3 25 | — | $246.0M | ||
| Q2 25 | $699.7M | $128.0M | ||
| Q1 25 | $360.4M | $26.0M | ||
| Q4 24 | $236.7M | $206.0M | ||
| Q3 24 | $-125.5M | $194.0M | ||
| Q2 24 | $721.0M | $133.0M | ||
| Q1 24 | $207.4M | $-86.0M |
自由现金流BRRIG
| Q4 25 | — | $321.0M | ||
| Q3 25 | — | $235.0M | ||
| Q2 25 | $684.1M | $104.0M | ||
| Q1 25 | $348.9M | $-34.0M | ||
| Q4 24 | $227.9M | $177.0M | ||
| Q3 24 | $-133.4M | $136.0M | ||
| Q2 24 | $703.2M | $49.0M | ||
| Q1 24 | $184.6M | $-169.0M |
自由现金流率BRRIG
| Q4 25 | — | 30.8% | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | 33.1% | 10.5% | ||
| Q1 25 | 19.3% | -3.8% | ||
| Q4 24 | 14.3% | 18.6% | ||
| Q3 24 | -9.4% | 14.3% | ||
| Q2 24 | 36.2% | 5.7% | ||
| Q1 24 | 10.7% | -22.1% |
资本支出强度BRRIG
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | 0.8% | 2.4% | ||
| Q1 25 | 0.6% | 6.6% | ||
| Q4 24 | 0.6% | 3.0% | ||
| Q3 24 | 0.6% | 6.1% | ||
| Q2 24 | 0.9% | 9.8% | ||
| Q1 24 | 1.3% | 10.9% |
现金转化率BRRIG
| Q4 25 | — | 13.96× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | 29.43× | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | — | ||
| Q1 24 | 0.97× | -0.88× |
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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
