vs
Broadridge Financial Solutions（BR）与Steris（STE）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Steris的1.1倍（$1.7B vs $1.5B），Broadridge Financial Solutions净利率更高（16.6% vs 12.9%，领先3.7%），Steris同比增速更快（9.2% vs -5.4%），过去两年Steris的营收复合增速更高（15.8% 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。
Steris plc是一家美爱合资的医疗设备企业，专注于为美国医疗体系提供灭菌服务及外科手术相关产品。其实际运营总部位于美国俄亥俄州门托市，深耕医疗消毒、感染防控、手术耗材等领域，为医疗机构提供专业可靠的医疗解决方案。
BR vs STE — 直观对比
营收规模更大
BR
是对方的1.1倍
$1.5B
营收增速更快
STE
高出14.6%
-5.4%
净利率更高
BR
高出3.7%
12.9%
两年增速更快
STE
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.5B |
| 净利润 | $284.6M | $192.9M |
| 毛利率 | 27.6% | 43.8% |
| 营业利润率 | 12.0% | 18.3% |
| 净利率 | 16.6% | 12.9% |
| 营收同比 | -5.4% | 9.2% |
| 净利润同比 | 17.1% | 11.2% |
| 每股收益（稀释后） | $2.42 | $1.96 |
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BRSTE
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.7B | $1.1B |
净利润BRSTE
| Q4 25 | $284.6M | $192.9M | ||
| Q3 25 | — | $191.9M | ||
| Q2 25 | $374.2M | $177.4M | ||
| Q1 25 | $243.1M | $145.7M | ||
| Q4 24 | $142.4M | $173.5M | ||
| Q3 24 | $79.8M | $150.0M | ||
| Q2 24 | $323.2M | $145.4M | ||
| Q1 24 | $213.7M | $-1.4M |
毛利率BRSTE
| Q4 25 | 27.6% | 43.8% | ||
| Q3 25 | — | 44.2% | ||
| Q2 25 | 37.3% | 45.1% | ||
| Q1 25 | 31.8% | 43.3% | ||
| Q4 24 | 27.9% | 44.5% | ||
| Q3 24 | 24.5% | 43.6% | ||
| Q2 24 | 35.5% | 44.7% | ||
| Q1 24 | 31.2% | 40.2% |
营业利润率BRSTE
| Q4 25 | 12.0% | 18.3% | ||
| Q3 25 | — | 18.2% | ||
| Q2 25 | 24.1% | 17.7% | ||
| Q1 25 | 19.0% | 14.6% | ||
| Q4 24 | 13.3% | 17.9% | ||
| Q3 24 | 9.4% | 16.5% | ||
| Q2 24 | 22.7% | 14.5% | ||
| Q1 24 | 17.5% | 22.0% |
净利率BRSTE
| Q4 25 | 16.6% | 12.9% | ||
| Q3 25 | — | 13.1% | ||
| Q2 25 | 18.1% | 12.8% | ||
| Q1 25 | 13.4% | 9.8% | ||
| Q4 24 | 9.0% | 12.7% | ||
| Q3 24 | 5.6% | 11.3% | ||
| Q2 24 | 16.6% | 11.4% | ||
| Q1 24 | 12.4% | -0.1% |
每股收益（稀释后）BRSTE
| Q4 25 | $2.42 | $1.96 | ||
| Q3 25 | — | $1.94 | ||
| Q2 25 | $3.17 | $1.79 | ||
| Q1 25 | $2.05 | $1.48 | ||
| Q4 24 | $1.20 | $1.75 | ||
| Q3 24 | $0.68 | $1.51 | ||
| Q2 24 | $2.72 | $1.46 | ||
| Q1 24 | $1.79 | $-0.02 |
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 | $423.7M |
| 总债务越低越好 | $3.2B | $1.9B |
| 股东权益账面价值 | $2.9B | $7.2B |
| 总资产 | $8.6B | $10.6B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资BRSTE
| Q4 25 | $371.5M | $423.7M | ||
| Q3 25 | — | $319.2M | ||
| Q2 25 | $562.2M | $279.7M | ||
| Q1 25 | $317.9M | $171.7M | ||
| Q4 24 | $290.6M | $155.2M | ||
| Q3 24 | $293.5M | $172.2M | ||
| Q2 24 | $305.2M | $198.3M | ||
| Q1 24 | $236.4M | $207.0M |
总债务BRSTE
| Q4 25 | $3.2B | $1.9B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $3.3B | $1.9B | ||
| Q1 25 | $3.4B | $1.9B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.6B | $2.2B | ||
| Q2 24 | $3.4B | $2.2B | ||
| Q1 24 | $3.5B | $3.1B |
股东权益BRSTE
| Q4 25 | $2.9B | $7.2B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | $2.7B | $7.0B | ||
| Q1 25 | $2.4B | $6.6B | ||
| Q4 24 | $2.2B | $6.4B | ||
| Q3 24 | $2.2B | $6.6B | ||
| Q2 24 | $2.2B | $6.4B | ||
| Q1 24 | $2.3B | $6.3B |
总资产BRSTE
| Q4 25 | $8.6B | $10.6B | ||
| Q3 25 | — | $10.4B | ||
| Q2 25 | $8.5B | $10.4B | ||
| Q1 25 | $8.3B | $10.1B | ||
| Q4 24 | $8.2B | $10.0B | ||
| Q3 24 | $8.0B | $10.2B | ||
| Q2 24 | $8.2B | $10.1B | ||
| Q1 24 | $8.2B | $11.1B |
负债/权益比BRSTE
| Q4 25 | 1.10× | 0.27× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | 1.22× | 0.27× | ||
| Q1 25 | 1.44× | 0.29× | ||
| Q4 24 | 1.64× | 0.32× | ||
| Q3 24 | 1.63× | 0.33× | ||
| Q2 24 | 1.55× | 0.35× | ||
| Q1 24 | 1.55× | 0.50× |
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 | — | $298.2M |
| 自由现金流经营现金流 - 资本支出 | — | $199.5M |
| 自由现金流率自由现金流/营收 | — | 13.3% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 现金转化率经营现金流/净利润 | — | 1.55× |
| 过去12个月自由现金流最近4个季度 | — | $917.1M |
8季度趋势，按日历期对齐
经营现金流BRSTE
| Q4 25 | — | $298.2M | ||
| Q3 25 | — | $287.8M | ||
| Q2 25 | $699.7M | $420.0M | ||
| Q1 25 | $360.4M | $260.8M | ||
| Q4 24 | $236.7M | $332.8M | ||
| Q3 24 | $-125.5M | $250.7M | ||
| Q2 24 | $721.0M | $303.7M | ||
| Q1 24 | $207.4M | $254.8M |
自由现金流BRSTE
| Q4 25 | — | $199.5M | ||
| Q3 25 | — | $201.3M | ||
| Q2 25 | $684.1M | $326.4M | ||
| Q1 25 | $348.9M | $189.9M | ||
| Q4 24 | $227.9M | $243.6M | ||
| Q3 24 | $-133.4M | $148.8M | ||
| Q2 24 | $703.2M | $195.7M | ||
| Q1 24 | $184.6M | $163.3M |
自由现金流率BRSTE
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | 33.1% | 23.5% | ||
| Q1 25 | 19.3% | 12.8% | ||
| Q4 24 | 14.3% | 17.8% | ||
| Q3 24 | -9.4% | 11.2% | ||
| Q2 24 | 36.2% | 15.3% | ||
| Q1 24 | 10.7% | 14.6% |
资本支出强度BRSTE
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | 0.8% | 6.7% | ||
| Q1 25 | 0.6% | 4.8% | ||
| Q4 24 | 0.6% | 6.5% | ||
| Q3 24 | 0.6% | 7.7% | ||
| Q2 24 | 0.9% | 8.4% | ||
| Q1 24 | 1.3% | 8.2% |
现金转化率BRSTE
| Q4 25 | — | 1.55× | ||
| Q3 25 | — | 1.50× | ||
| Q2 25 | 1.87× | 2.37× | ||
| Q1 25 | 1.48× | 1.79× | ||
| Q4 24 | 1.66× | 1.92× | ||
| Q3 24 | -1.57× | 1.67× | ||
| Q2 24 | 2.23× | 2.09× | ||
| Q1 24 | 0.97× | — |
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% |
STE
| Servicerevenues | $404.7M | 27% |
| Consumablerevenues | $387.1M | 26% |
| Applied Sterilization Technologies | $286.6M | 19% |
| Capitalequipmentrevenues | $272.1M | 18% |
| Life Science | $145.8M | 10% |
