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Broadridge Financial Solutions（BR）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是Broadridge Financial Solutions的1.2倍（$2.1B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 15.8%，领先0.8%），Roper Technologies同比增速更快（11.3% vs -5.4%），过去两年Roper Technologies的营收复合增速更高（10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
BR vs ROP — 直观对比
营收规模更大
ROP
是对方的1.2倍
$1.7B
营收增速更快
ROP
高出16.7%
-5.4%
净利率更高
BR
高出0.8%
15.8%
两年增速更快
ROP
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.1B |
| 净利润 | $284.6M | $331.0M |
| 毛利率 | 27.6% | 69.4% |
| 营业利润率 | 12.0% | 27.2% |
| 净利率 | 16.6% | 15.8% |
| 营收同比 | -5.4% | 11.3% |
| 净利润同比 | 17.1% | 842.6% |
| 每股收益（稀释后） | $2.42 | $4.87 |
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BRROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.9B | $1.7B |
净利润BRROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $284.6M | $428.4M | ||
| Q3 25 | — | $398.5M | ||
| Q2 25 | $374.2M | $378.3M | ||
| Q1 25 | $243.1M | $331.1M | ||
| Q4 24 | $142.4M | $462.3M | ||
| Q3 24 | $79.8M | $367.9M | ||
| Q2 24 | $323.2M | $337.1M |
毛利率BRROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 27.6% | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | 37.3% | 69.2% | ||
| Q1 25 | 31.8% | 68.7% | ||
| Q4 24 | 27.9% | 68.3% | ||
| Q3 24 | 24.5% | 69.2% | ||
| Q2 24 | 35.5% | 69.5% |
营业利润率BRROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 12.0% | 28.6% | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | 24.1% | 28.2% | ||
| Q1 25 | 19.0% | 27.9% | ||
| Q4 24 | 13.3% | 28.0% | ||
| Q3 24 | 9.4% | 28.1% | ||
| Q2 24 | 22.7% | 28.8% |
净利率BRROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 16.6% | 20.8% | ||
| Q3 25 | — | 19.8% | ||
| Q2 25 | 18.1% | 19.5% | ||
| Q1 25 | 13.4% | 17.6% | ||
| Q4 24 | 9.0% | 24.6% | ||
| Q3 24 | 5.6% | 20.8% | ||
| Q2 24 | 16.6% | 19.6% |
每股收益（稀释后）BRROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $2.42 | $3.97 | ||
| Q3 25 | — | $3.68 | ||
| Q2 25 | $3.17 | $3.49 | ||
| Q1 25 | $2.05 | $3.06 | ||
| Q4 24 | $1.20 | $4.29 | ||
| Q3 24 | $0.68 | $3.40 | ||
| Q2 24 | $2.72 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $3.2B | $9.7B |
| 股东权益账面价值 | $2.9B | $18.8B |
| 总资产 | $8.6B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资BRROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $371.5M | $297.4M | ||
| Q3 25 | — | $320.0M | ||
| Q2 25 | $562.2M | $242.4M | ||
| Q1 25 | $317.9M | $372.8M | ||
| Q4 24 | $290.6M | $188.2M | ||
| Q3 24 | $293.5M | $269.6M | ||
| Q2 24 | $305.2M | $251.5M |
总债务BRROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $3.2B | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $7.6B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — |
股东权益BRROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.9B | $19.9B | ||
| Q3 25 | — | $20.0B | ||
| Q2 25 | $2.7B | $19.6B | ||
| Q1 25 | $2.4B | $19.2B | ||
| Q4 24 | $2.2B | $18.9B | ||
| Q3 24 | $2.2B | $18.5B | ||
| Q2 24 | $2.2B | $18.1B |
总资产BRROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $8.6B | $34.6B | ||
| Q3 25 | — | $34.6B | ||
| Q2 25 | $8.5B | $33.2B | ||
| Q1 25 | $8.3B | $31.4B | ||
| Q4 24 | $8.2B | $31.3B | ||
| Q3 24 | $8.0B | $31.6B | ||
| Q2 24 | $8.2B | $29.8B |
负债/权益比BRROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.10× | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 0.40× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BRROP
| Q1 26 | — | — | ||
| Q4 25 | — | $738.0M | ||
| Q3 25 | — | $869.5M | ||
| Q2 25 | $699.7M | $404.1M | ||
| Q1 25 | $360.4M | $528.7M | ||
| Q4 24 | $236.7M | $722.2M | ||
| Q3 24 | $-125.5M | $755.4M | ||
| Q2 24 | $721.0M | $384.1M |
自由现金流BRROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $684.1M | — | ||
| Q1 25 | $348.9M | — | ||
| Q4 24 | $227.9M | — | ||
| Q3 24 | $-133.4M | — | ||
| Q2 24 | $703.2M | — |
自由现金流率BRROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 33.1% | — | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | 36.2% | — |
资本支出强度BRROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.9% | — |
现金转化率BRROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | 1.87× | 1.07× | ||
| Q1 25 | 1.48× | 1.60× | ||
| Q4 24 | 1.66× | 1.56× | ||
| Q3 24 | -1.57× | 2.05× | ||
| Q2 24 | 2.23× | 1.14× |
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% |
ROP
暂无分部数据
