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Broadridge Financial Solutions（BR）与RUSH ENTERPRISES INC \TX\（RUSHA）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RUSH ENTERPRISES INC \TX\的1.0倍（$1.7B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 3.7%，领先12.9%），Broadridge Financial Solutions同比增速更快（-5.4% vs -9.0%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
BR vs RUSHA — 直观对比
营收规模更大
BR
是对方的1.0倍
$1.7B
营收增速更快
BR
高出3.6%
-9.0%
净利率更高
BR
高出12.9%
3.7%
两年增速更快
BR
近两年复合增速
-6.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $284.6M | $61.7M |
| 毛利率 | 27.6% | 20.4% |
| 营业利润率 | 12.0% | 4.9% |
| 净利率 | 16.6% | 3.7% |
| 营收同比 | -5.4% | -9.0% |
| 净利润同比 | 17.1% | 1.8% |
| 每股收益（稀释后） | $2.42 | $0.77 |
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BRRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $1.8B | $1.8B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.9B | $1.9B |
净利润BRRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $284.6M | $64.3M | ||
| Q3 25 | — | $66.7M | ||
| Q2 25 | $374.2M | $72.4M | ||
| Q1 25 | $243.1M | $60.3M | ||
| Q4 24 | $142.4M | $74.8M | ||
| Q3 24 | $79.8M | $79.1M | ||
| Q2 24 | $323.2M | $78.7M |
毛利率BRRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 27.6% | 20.8% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | 37.3% | 20.7% | ||
| Q1 25 | 31.8% | 20.3% | ||
| Q4 24 | 27.9% | 19.3% | ||
| Q3 24 | 24.5% | 21.0% | ||
| Q2 24 | 35.5% | 20.2% |
营业利润率BRRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 12.0% | 5.5% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 24.1% | 6.0% | ||
| Q1 25 | 19.0% | 5.2% | ||
| Q4 24 | 13.3% | 5.8% | ||
| Q3 24 | 9.4% | 6.7% | ||
| Q2 24 | 22.7% | 6.4% |
净利率BRRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 16.6% | 3.8% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | 18.1% | 3.9% | ||
| Q1 25 | 13.4% | 3.4% | ||
| Q4 24 | 9.0% | 3.9% | ||
| Q3 24 | 5.6% | 4.4% | ||
| Q2 24 | 16.6% | 4.1% |
每股收益（稀释后）BRRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $2.42 | $0.81 | ||
| Q3 25 | — | $0.83 | ||
| Q2 25 | $3.17 | $0.90 | ||
| Q1 25 | $2.05 | $0.73 | ||
| Q4 24 | $1.20 | $-95.13 | ||
| Q3 24 | $0.68 | $0.97 | ||
| Q2 24 | $2.72 | $97.00 |
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 | — |
| 总债务越低越好 | $3.2B | $277.8M |
| 股东权益账面价值 | $2.9B | $2.3B |
| 总资产 | $8.6B | $4.5B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资BRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $371.5M | $212.6M | ||
| Q3 25 | — | $242.0M | ||
| Q2 25 | $562.2M | $211.1M | ||
| Q1 25 | $317.9M | $228.7M | ||
| Q4 24 | $290.6M | $228.1M | ||
| Q3 24 | $293.5M | $185.1M | ||
| Q2 24 | $305.2M | $167.3M |
总债务BRRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $3.2B | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $408.4M | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — |
股东权益BRRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.9B | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.4B | $2.2B | ||
| Q4 24 | $2.2B | $2.1B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.2B | $2.0B |
总资产BRRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $8.6B | $4.4B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | $8.5B | $4.7B | ||
| Q1 25 | $8.3B | $4.7B | ||
| Q4 24 | $8.2B | $4.6B | ||
| Q3 24 | $8.0B | $4.6B | ||
| Q2 24 | $8.2B | $4.5B |
负债/权益比BRRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.10× | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 0.19× | ||
| 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 | — | $411.6M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 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 | — | $828.4M |
8季度趋势，按日历期对齐
经营现金流BRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | $112.9M | ||
| Q3 25 | — | $367.8M | ||
| Q2 25 | $699.7M | $227.6M | ||
| Q1 25 | $360.4M | $153.5M | ||
| Q4 24 | $236.7M | $392.3M | ||
| Q3 24 | $-125.5M | $111.7M | ||
| Q2 24 | $721.0M | $270.6M |
自由现金流BRRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | — | $271.2M | ||
| Q2 25 | $684.1M | $113.8M | ||
| Q1 25 | $348.9M | $45.1M | ||
| Q4 24 | $227.9M | $263.5M | ||
| Q3 24 | $-133.4M | $-20.0M | ||
| Q2 24 | $703.2M | $177.2M |
自由现金流率BRRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | 33.1% | 6.2% | ||
| Q1 25 | 19.3% | 2.6% | ||
| Q4 24 | 14.3% | 13.7% | ||
| Q3 24 | -9.4% | -1.1% | ||
| Q2 24 | 36.2% | 9.1% |
资本支出强度BRRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | 0.8% | 6.2% | ||
| Q1 25 | 0.6% | 6.2% | ||
| Q4 24 | 0.6% | 6.7% | ||
| Q3 24 | 0.6% | 7.3% | ||
| Q2 24 | 0.9% | 4.8% |
现金转化率BRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | 1.87× | 3.14× | ||
| Q1 25 | 1.48× | 2.55× | ||
| Q4 24 | 1.66× | 5.25× | ||
| Q3 24 | -1.57× | 1.41× | ||
| Q2 24 | 2.23× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
