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Broadridge Financial Solutions（BR）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是Broadridge Financial Solutions的1.1倍（$1.9B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 8.4%，领先8.2%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -5.4%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
BR vs RPM — 直观对比
营收规模更大
RPM
是对方的1.1倍
$1.7B
营收增速更快
RPM
高出8.9%
-5.4%
净利率更高
BR
高出8.2%
8.4%
两年增速更快
RPM
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $284.6M | $161.2M |
| 毛利率 | 27.6% | 40.8% |
| 营业利润率 | 12.0% | 11.0% |
| 净利率 | 16.6% | 8.4% |
| 营收同比 | -5.4% | 3.5% |
| 净利润同比 | 17.1% | -12.0% |
| 每股收益（稀释后） | $2.42 | $1.26 |
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BRRPM
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.7B | $1.5B |
净利润BRRPM
| Q4 25 | $284.6M | $161.2M | ||
| Q3 25 | — | $227.6M | ||
| Q2 25 | $374.2M | $225.8M | ||
| Q1 25 | $243.1M | $52.0M | ||
| Q4 24 | $142.4M | $183.2M | ||
| Q3 24 | $79.8M | $227.7M | ||
| Q2 24 | $323.2M | $180.6M | ||
| Q1 24 | $213.7M | $61.2M |
毛利率BRRPM
| Q4 25 | 27.6% | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | 37.3% | 42.4% | ||
| Q1 25 | 31.8% | 38.4% | ||
| Q4 24 | 27.9% | 41.4% | ||
| Q3 24 | 24.5% | 42.5% | ||
| Q2 24 | 35.5% | 41.4% | ||
| Q1 24 | 31.2% | 39.9% |
营业利润率BRRPM
| Q4 25 | 12.0% | 11.0% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | 24.1% | 11.9% | ||
| Q1 25 | 19.0% | 2.8% | ||
| Q4 24 | 13.3% | 11.5% | ||
| Q3 24 | 9.4% | 14.8% | ||
| Q2 24 | 22.7% | 11.9% | ||
| Q1 24 | 17.5% | 5.5% |
净利率BRRPM
| Q4 25 | 16.6% | 8.4% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | 18.1% | 10.8% | ||
| Q1 25 | 13.4% | 3.5% | ||
| Q4 24 | 9.0% | 9.9% | ||
| Q3 24 | 5.6% | 11.6% | ||
| Q2 24 | 16.6% | 9.0% | ||
| Q1 24 | 12.4% | 4.0% |
每股收益（稀释后）BRRPM
| Q4 25 | $2.42 | $1.26 | ||
| Q3 25 | — | $1.77 | ||
| Q2 25 | $3.17 | $1.76 | ||
| Q1 25 | $2.05 | $0.40 | ||
| Q4 24 | $1.20 | $1.42 | ||
| Q3 24 | $0.68 | $1.77 | ||
| Q2 24 | $2.72 | $1.40 | ||
| Q1 24 | $1.79 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $3.2B | $2.5B |
| 股东权益账面价值 | $2.9B | $3.1B |
| 总资产 | $8.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BRRPM
| Q4 25 | $371.5M | $316.6M | ||
| Q3 25 | — | $297.1M | ||
| Q2 25 | $562.2M | $302.1M | ||
| Q1 25 | $317.9M | $241.9M | ||
| Q4 24 | $290.6M | $268.7M | ||
| Q3 24 | $293.5M | $231.6M | ||
| Q2 24 | $305.2M | $237.4M | ||
| Q1 24 | $236.4M | $248.9M |
总债务BRRPM
| Q4 25 | $3.2B | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $3.3B | $2.6B | ||
| Q1 25 | $3.4B | $2.1B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.6B | $2.0B | ||
| Q2 24 | $3.4B | $2.0B | ||
| Q1 24 | $3.5B | $2.2B |
股东权益BRRPM
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $2.7B | $2.9B | ||
| Q1 25 | $2.4B | $2.7B | ||
| Q4 24 | $2.2B | $2.7B | ||
| Q3 24 | $2.2B | $2.6B | ||
| Q2 24 | $2.2B | $2.5B | ||
| Q1 24 | $2.3B | $2.3B |
总资产BRRPM
| Q4 25 | $8.6B | $7.9B | ||
| Q3 25 | — | $7.9B | ||
| Q2 25 | $8.5B | $7.8B | ||
| Q1 25 | $8.3B | $6.6B | ||
| Q4 24 | $8.2B | $6.7B | ||
| Q3 24 | $8.0B | $6.6B | ||
| Q2 24 | $8.2B | $6.6B | ||
| Q1 24 | $8.2B | $6.4B |
负债/权益比BRRPM
| Q4 25 | 1.10× | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | 1.22× | 0.91× | ||
| Q1 25 | 1.44× | 0.78× | ||
| Q4 24 | 1.64× | 0.74× | ||
| Q3 24 | 1.63× | 0.77× | ||
| Q2 24 | 1.55× | 0.79× | ||
| Q1 24 | 1.55× | 0.93× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流BRRPM
| Q4 25 | — | $345.7M | ||
| Q3 25 | — | $237.5M | ||
| Q2 25 | $699.7M | $149.2M | ||
| Q1 25 | $360.4M | $91.5M | ||
| Q4 24 | $236.7M | $279.4M | ||
| Q3 24 | $-125.5M | $248.1M | ||
| Q2 24 | $721.0M | $181.2M | ||
| Q1 24 | $207.4M | $173.4M |
自由现金流BRRPM
| Q4 25 | — | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | $684.1M | $78.2M | ||
| Q1 25 | $348.9M | $33.3M | ||
| Q4 24 | $227.9M | $229.5M | ||
| Q3 24 | $-133.4M | $197.3M | ||
| Q2 24 | $703.2M | $105.3M | ||
| Q1 24 | $184.6M | $124.6M |
自由现金流率BRRPM
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | 33.1% | 3.8% | ||
| Q1 25 | 19.3% | 2.3% | ||
| Q4 24 | 14.3% | 12.4% | ||
| Q3 24 | -9.4% | 10.0% | ||
| Q2 24 | 36.2% | 5.2% | ||
| Q1 24 | 10.7% | 8.2% |
资本支出强度BRRPM
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | 0.8% | 3.4% | ||
| Q1 25 | 0.6% | 3.9% | ||
| Q4 24 | 0.6% | 2.7% | ||
| Q3 24 | 0.6% | 2.6% | ||
| Q2 24 | 0.9% | 3.8% | ||
| Q1 24 | 1.3% | 3.2% |
现金转化率BRRPM
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | 1.87× | 0.66× | ||
| Q1 25 | 1.48× | 1.76× | ||
| Q4 24 | 1.66× | 1.53× | ||
| Q3 24 | -1.57× | 1.09× | ||
| Q2 24 | 2.23× | 1.00× | ||
| Q1 24 | 0.97× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
