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Broadridge Financial Solutions（BR）与ROKU, INC（ROKU）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ROKU, INC的1.4倍（$1.7B vs $1.2B），Broadridge Financial Solutions净利率更高（16.6% vs -2.2%，领先18.8%），Broadridge Financial Solutions同比增速更快（-5.4% vs -18.3%），过去两年ROKU, INC的营收复合增速更高（13.6% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
BR vs ROKU — 直观对比
营收规模更大
BR
是对方的1.4倍
$1.2B
营收增速更快
BR
高出12.9%
-18.3%
净利率更高
BR
高出18.8%
-2.2%
两年增速更快
ROKU
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $284.6M | $-27.4M |
| 毛利率 | 27.6% | 35.6% |
| 营业利润率 | 12.0% | 59.7% |
| 净利率 | 16.6% | -2.2% |
| 营收同比 | -5.4% | -18.3% |
| 净利润同比 | 17.1% | -361.0% |
| 每股收益（稀释后） | $2.42 | $0.57 |
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BRROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.9B | $968.2M |
净利润BRROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $284.6M | $80.5M | ||
| Q3 25 | — | $24.8M | ||
| Q2 25 | $374.2M | $10.5M | ||
| Q1 25 | $243.1M | $-27.4M | ||
| Q4 24 | $142.4M | $-35.5M | ||
| Q3 24 | $79.8M | $-9.0M | ||
| Q2 24 | $323.2M | $-34.0M |
毛利率BRROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 27.6% | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | 37.3% | 44.8% | ||
| Q1 25 | 31.8% | 43.6% | ||
| Q4 24 | 27.9% | 42.7% | ||
| Q3 24 | 24.5% | 45.2% | ||
| Q2 24 | 35.5% | 43.9% |
营业利润率BRROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 12.0% | 4.7% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | 24.1% | -2.1% | ||
| Q1 25 | 19.0% | -5.7% | ||
| Q4 24 | 13.3% | -3.3% | ||
| Q3 24 | 9.4% | -3.4% | ||
| Q2 24 | 22.7% | -7.4% |
净利率BRROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | 16.6% | 5.8% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | 18.1% | 0.9% | ||
| Q1 25 | 13.4% | -2.7% | ||
| Q4 24 | 9.0% | -3.0% | ||
| Q3 24 | 5.6% | -0.9% | ||
| Q2 24 | 16.6% | -3.5% |
每股收益（稀释后）BRROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $2.42 | $0.55 | ||
| Q3 25 | — | $0.16 | ||
| Q2 25 | $3.17 | $0.07 | ||
| Q1 25 | $2.05 | $-0.19 | ||
| Q4 24 | $1.20 | $-0.24 | ||
| Q3 24 | $0.68 | $-0.06 | ||
| Q2 24 | $2.72 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $2.7B |
| 总资产 | $8.6B | $4.4B |
| 负债/权益比越低杠杆越低 | 1.10× | — |
8季度趋势，按日历期对齐
现金及短期投资BRROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $371.5M | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $562.2M | $2.3B | ||
| Q1 25 | $317.9M | $2.3B | ||
| Q4 24 | $290.6M | $2.2B | ||
| Q3 24 | $293.5M | $2.1B | ||
| Q2 24 | $305.2M | $2.1B |
总债务BRROKU
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — |
股东权益BRROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $2.9B | $2.7B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $2.7B | $2.6B | ||
| Q1 25 | $2.4B | $2.5B | ||
| Q4 24 | $2.2B | $2.5B | ||
| Q3 24 | $2.2B | $2.5B | ||
| Q2 24 | $2.2B | $2.4B |
总资产BRROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $8.6B | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | $8.5B | $4.3B | ||
| Q1 25 | $8.3B | $4.2B | ||
| Q4 24 | $8.2B | $4.3B | ||
| Q3 24 | $8.0B | $4.3B | ||
| Q2 24 | $8.2B | $4.1B |
负债/权益比BRROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流BRROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | — | $107.7M | ||
| Q3 25 | — | $127.6M | ||
| Q2 25 | $699.7M | $109.7M | ||
| Q1 25 | $360.4M | $138.7M | ||
| Q4 24 | $236.7M | $79.3M | ||
| Q3 24 | $-125.5M | $68.7M | ||
| Q2 24 | $721.0M | $23.4M |
自由现金流BRROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | — | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | $684.1M | $108.6M | ||
| Q1 25 | $348.9M | $136.8M | ||
| Q4 24 | $227.9M | $76.8M | ||
| Q3 24 | $-133.4M | $67.6M | ||
| Q2 24 | $703.2M | $22.5M |
自由现金流率BRROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | 33.1% | 9.8% | ||
| Q1 25 | 19.3% | 13.4% | ||
| Q4 24 | 14.3% | 6.4% | ||
| Q3 24 | -9.4% | 6.4% | ||
| Q2 24 | 36.2% | 2.3% |
资本支出强度BRROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | 0.8% | 0.1% | ||
| Q1 25 | 0.6% | 0.2% | ||
| Q4 24 | 0.6% | 0.2% | ||
| Q3 24 | 0.6% | 0.1% | ||
| Q2 24 | 0.9% | 0.1% |
现金转化率BRROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | 1.87× | 10.45× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | — |
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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
