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Broadridge Financial Solutions（BR）与TEREX CORP（TEX）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TEREX CORP的1.3倍（$1.7B vs $1.3B）。Broadridge Financial Solutions净利率更高（16.6% vs 4.8%，领先11.8%）。TEREX CORP同比增速更快（6.2% vs -5.4%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 1.0%）
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。
特雷克斯公司是美国知名的设备制造企业，业务遍布美洲、欧洲、澳大利亚及亚太地区，主营物料加工机械、废弃物回收处理设备、移动式高空作业平台，以及电力行业专用设备，为全球多领域客户提供专业解决方案。
BR vs TEX — 直观对比
营收规模更大
BR
是对方的1.3倍
$1.3B
营收增速更快
TEX
高出11.6%
-5.4%
净利率更高
BR
高出11.8%
4.8%
两年增速更快
BR
近两年复合增速
1.0%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $284.6M | $63.0M |
| 毛利率 | 27.6% | 18.8% |
| 营业利润率 | 12.0% | 10.4% |
| 净利率 | 16.6% | 4.8% |
| 营收同比 | -5.4% | 6.2% |
| 净利润同比 | 17.1% | 2963.6% |
| 每股收益（稀释后） | $2.42 | $0.95 |
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BRTEX
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | $1.7B | $1.3B |
净利润BRTEX
| Q4 25 | $284.6M | $63.0M | ||
| Q3 25 | — | $65.0M | ||
| Q2 25 | $374.2M | $72.0M | ||
| Q1 25 | $243.1M | $21.0M | ||
| Q4 24 | $142.4M | $-2.2M | ||
| Q3 24 | $79.8M | $88.0M | ||
| Q2 24 | $323.2M | $140.7M | ||
| Q1 24 | $213.7M | $108.5M |
毛利率BRTEX
| Q4 25 | 27.6% | 18.8% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | 37.3% | 19.6% | ||
| Q1 25 | 31.8% | 18.7% | ||
| Q4 24 | 27.9% | 15.9% | ||
| Q3 24 | 24.5% | 20.2% | ||
| Q2 24 | 35.5% | 23.8% | ||
| Q1 24 | 31.2% | 23.0% |
营业利润率BRTEX
| Q4 25 | 12.0% | 10.4% | ||
| Q3 25 | — | 10.1% | ||
| Q2 25 | 24.1% | 8.7% | ||
| Q1 25 | 19.0% | 5.6% | ||
| Q4 24 | 13.3% | 4.2% | ||
| Q3 24 | 9.4% | 10.1% | ||
| Q2 24 | 22.7% | 14.0% | ||
| Q1 24 | 17.5% | 12.2% |
净利率BRTEX
| Q4 25 | 16.6% | 4.8% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | 18.1% | 4.8% | ||
| Q1 25 | 13.4% | 1.7% | ||
| Q4 24 | 9.0% | -0.2% | ||
| Q3 24 | 5.6% | 7.3% | ||
| Q2 24 | 16.6% | 10.2% | ||
| Q1 24 | 12.4% | 8.4% |
每股收益（稀释后）BRTEX
| Q4 25 | $2.42 | $0.95 | ||
| Q3 25 | — | $0.98 | ||
| Q2 25 | $3.17 | $1.09 | ||
| Q1 25 | $2.05 | $0.31 | ||
| Q4 24 | $1.20 | $-0.03 | ||
| Q3 24 | $0.68 | $1.31 | ||
| Q2 24 | $2.72 | $2.08 | ||
| Q1 24 | $1.79 | $1.60 |
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 | $772.0M |
| 总债务越低越好 | $3.2B | $2.6B |
| 股东权益账面价值 | $2.9B | $2.1B |
| 总资产 | $8.6B | $6.1B |
| 负债/权益比越低杠杆越低 | 1.10× | 1.23× |
8季度趋势，按日历期对齐
现金及短期投资BRTEX
| Q4 25 | $371.5M | $772.0M | ||
| Q3 25 | — | $509.0M | ||
| Q2 25 | $562.2M | $374.0M | ||
| Q1 25 | $317.9M | $298.0M | ||
| Q4 24 | $290.6M | $388.0M | ||
| Q3 24 | $293.5M | $352.0M | ||
| Q2 24 | $305.2M | $319.3M | ||
| Q1 24 | $236.4M | $364.9M |
总债务BRTEX
| Q4 25 | $3.2B | $2.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $2.6B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRTEX
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $2.7B | $2.0B | ||
| Q1 25 | $2.4B | $1.8B | ||
| Q4 24 | $2.2B | $1.8B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.2B | $1.8B | ||
| Q1 24 | $2.3B | $1.7B |
总资产BRTEX
| Q4 25 | $8.6B | $6.1B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | $8.5B | $6.2B | ||
| Q1 25 | $8.3B | $5.8B | ||
| Q4 24 | $8.2B | $5.7B | ||
| Q3 24 | $8.0B | $3.8B | ||
| Q2 24 | $8.2B | $3.8B | ||
| Q1 24 | $8.2B | $3.8B |
负债/权益比BRTEX
| Q4 25 | 1.10× | 1.23× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 1.41× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 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 | — | $205.0M |
| 自由现金流经营现金流 - 资本支出 | — | $171.0M |
| 自由现金流率自由现金流/营收 | — | 13.0% |
| 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 | — | 3.25× |
| 过去12个月自由现金流最近4个季度 | — | $322.0M |
8季度趋势，按日历期对齐
经营现金流BRTEX
| Q4 25 | — | $205.0M | ||
| Q3 25 | — | $154.0M | ||
| Q2 25 | $699.7M | $102.0M | ||
| Q1 25 | $360.4M | $-21.0M | ||
| Q4 24 | $236.7M | $177.0M | ||
| Q3 24 | $-125.5M | $116.4M | ||
| Q2 24 | $721.0M | $66.5M | ||
| Q1 24 | $207.4M | $-33.9M |
自由现金流BRTEX
| Q4 25 | — | $171.0M | ||
| Q3 25 | — | $130.0M | ||
| Q2 25 | $684.1M | $78.0M | ||
| Q1 25 | $348.9M | $-57.0M | ||
| Q4 24 | $227.9M | $128.0M | ||
| Q3 24 | $-133.4M | $87.4M | ||
| Q2 24 | $703.2M | $42.5M | ||
| Q1 24 | $184.6M | $-68.9M |
自由现金流率BRTEX
| Q4 25 | — | 13.0% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | 33.1% | 5.2% | ||
| Q1 25 | 19.3% | -4.6% | ||
| Q4 24 | 14.3% | 10.3% | ||
| Q3 24 | -9.4% | 7.2% | ||
| Q2 24 | 36.2% | 3.1% | ||
| Q1 24 | 10.7% | -5.3% |
资本支出强度BRTEX
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | 0.8% | 1.6% | ||
| Q1 25 | 0.6% | 2.9% | ||
| Q4 24 | 0.6% | 3.9% | ||
| Q3 24 | 0.6% | 2.4% | ||
| Q2 24 | 0.9% | 1.7% | ||
| Q1 24 | 1.3% | 2.7% |
现金转化率BRTEX
| Q4 25 | — | 3.25× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | 1.87× | 1.42× | ||
| Q1 25 | 1.48× | -1.00× | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | 1.32× | ||
| Q2 24 | 2.23× | 0.47× | ||
| Q1 24 | 0.97× | -0.31× |
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% |
TEX
| Aerials Segment | $466.0M | 35% |
| Materials Processing Segment | $428.0M | 32% |
| Materials Processing Equipment | $279.0M | 21% |
| Specialty Equipment | $148.0M | 11% |
