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Broadridge Financial Solutions（BR）与托尔工业（THO）财务数据对比。点击上方公司名可切换其他公司
托尔工业的季度营收约是Broadridge Financial Solutions的1.4倍（$2.4B vs $1.7B）。Broadridge Financial Solutions净利率更高（16.6% vs 0.9%，领先15.7%）。托尔工业同比增速更快（11.5% vs -5.4%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 4.0%）
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。
托尔工业是美国知名休闲房车（RV）生产商，旗下拥有Airstream、Heartland RV、Jayco等多个子品牌，主营拖挂式及自行式休闲房车的生产销售，总部位于印第安纳州埃尔克哈特，在密歇根、俄亥俄、爱达荷、俄勒冈等多个州设有生产基地。
BR vs THO — 直观对比
营收规模更大
THO
是对方的1.4倍
$1.7B
营收增速更快
THO
高出16.9%
-5.4%
净利率更高
BR
高出15.7%
0.9%
两年增速更快
BR
近两年复合增速
4.0%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.4B |
| 净利润 | $284.6M | $21.7M |
| 毛利率 | 27.6% | 13.4% |
| 营业利润率 | 12.0% | 1.4% |
| 净利率 | 16.6% | 0.9% |
| 营收同比 | -5.4% | 11.5% |
| 净利润同比 | 17.1% | 1282.8% |
| 每股收益（稀释后） | $2.42 | $0.41 |
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BRTHO
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.4B | $2.5B | ||
| Q2 24 | $1.9B | $2.8B | ||
| Q1 24 | $1.7B | $2.2B |
净利润BRTHO
| Q4 25 | $284.6M | $21.7M | ||
| Q3 25 | — | $125.8M | ||
| Q2 25 | $374.2M | $135.2M | ||
| Q1 25 | $243.1M | $-551.0K | ||
| Q4 24 | $142.4M | $-1.8M | ||
| Q3 24 | $79.8M | $90.0M | ||
| Q2 24 | $323.2M | $114.5M | ||
| Q1 24 | $213.7M | $7.2M |
毛利率BRTHO
| Q4 25 | 27.6% | 13.4% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | 37.3% | 15.3% | ||
| Q1 25 | 31.8% | 12.1% | ||
| Q4 24 | 27.9% | 13.1% | ||
| Q3 24 | 24.5% | 15.8% | ||
| Q2 24 | 35.5% | 15.1% | ||
| Q1 24 | 31.2% | 12.3% |
营业利润率BRTHO
| Q4 25 | 12.0% | 1.4% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | 24.1% | 5.4% | ||
| Q1 25 | 19.0% | -0.1% | ||
| Q4 24 | 13.3% | -0.1% | ||
| Q3 24 | 9.4% | 5.0% | ||
| Q2 24 | 22.7% | 5.1% | ||
| Q1 24 | 17.5% | 0.3% |
净利率BRTHO
| Q4 25 | 16.6% | 0.9% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | 18.1% | 4.7% | ||
| Q1 25 | 13.4% | -0.0% | ||
| Q4 24 | 9.0% | -0.1% | ||
| Q3 24 | 5.6% | 3.6% | ||
| Q2 24 | 16.6% | 4.1% | ||
| Q1 24 | 12.4% | 0.3% |
每股收益（稀释后）BRTHO
| Q4 25 | $2.42 | $0.41 | ||
| Q3 25 | — | $2.35 | ||
| Q2 25 | $3.17 | $2.53 | ||
| Q1 25 | $2.05 | $-0.01 | ||
| Q4 24 | $1.20 | $-0.03 | ||
| Q3 24 | $0.68 | $1.69 | ||
| Q2 24 | $2.72 | $2.13 | ||
| Q1 24 | $1.79 | $0.13 |
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 | $509.9M |
| 总债务越低越好 | $3.2B | $916.0M |
| 股东权益账面价值 | $2.9B | $4.3B |
| 总资产 | $8.6B | $7.0B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资BRTHO
| Q4 25 | $371.5M | $509.9M | ||
| Q3 25 | — | $586.6M | ||
| Q2 25 | $562.2M | $508.3M | ||
| Q1 25 | $317.9M | $373.8M | ||
| Q4 24 | $290.6M | $445.2M | ||
| Q3 24 | $293.5M | $501.3M | ||
| Q2 24 | $305.2M | $371.8M | ||
| Q1 24 | $236.4M | $340.2M |
总债务BRTHO
| Q4 25 | $3.2B | $916.0M | ||
| Q3 25 | — | $923.0M | ||
| Q2 25 | $3.3B | $1.0B | ||
| Q1 25 | $3.4B | $1.0B | ||
| Q4 24 | $3.7B | $1.1B | ||
| Q3 24 | $3.6B | $1.1B | ||
| Q2 24 | $3.4B | $1.2B | ||
| Q1 24 | $3.5B | $1.4B |
股东权益BRTHO
| Q4 25 | $2.9B | $4.3B | ||
| Q3 25 | — | $4.3B | ||
| Q2 25 | $2.7B | $4.2B | ||
| Q1 25 | $2.4B | $4.0B | ||
| Q4 24 | $2.2B | $4.1B | ||
| Q3 24 | $2.2B | $4.1B | ||
| Q2 24 | $2.2B | $4.0B | ||
| Q1 24 | $2.3B | $3.9B |
总资产BRTHO
| Q4 25 | $8.6B | $7.0B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | $8.5B | $7.2B | ||
| Q1 25 | $8.3B | $6.7B | ||
| Q4 24 | $8.2B | $6.9B | ||
| Q3 24 | $8.0B | $7.0B | ||
| Q2 24 | $8.2B | $7.2B | ||
| Q1 24 | $8.2B | $7.2B |
负债/权益比BRTHO
| Q4 25 | 1.10× | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | 1.22× | 0.24× | ||
| Q1 25 | 1.44× | 0.26× | ||
| Q4 24 | 1.64× | 0.27× | ||
| Q3 24 | 1.63× | 0.28× | ||
| Q2 24 | 1.55× | 0.31× | ||
| Q1 24 | 1.55× | 0.36× |
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 | — | $-44.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-74.8M |
| 自由现金流率自由现金流/营收 | — | -3.1% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | -2.07× |
| 过去12个月自由现金流最近4个季度 | — | $375.1M |
8季度趋势，按日历期对齐
经营现金流BRTHO
| Q4 25 | — | $-44.9M | ||
| Q3 25 | — | $258.7M | ||
| Q2 25 | $699.7M | $257.7M | ||
| Q1 25 | $360.4M | $30.8M | ||
| Q4 24 | $236.7M | $30.7M | ||
| Q3 24 | $-125.5M | $338.0M | ||
| Q2 24 | $721.0M | $251.7M | ||
| Q1 24 | $207.4M | $-103.9M |
自由现金流BRTHO
| Q4 25 | — | $-74.8M | ||
| Q3 25 | — | $221.6M | ||
| Q2 25 | $684.1M | $222.5M | ||
| Q1 25 | $348.9M | $5.8M | ||
| Q4 24 | $227.9M | $6.4M | ||
| Q3 24 | $-133.4M | $301.3M | ||
| Q2 24 | $703.2M | $225.4M | ||
| Q1 24 | $184.6M | $-140.2M |
自由现金流率BRTHO
| Q4 25 | — | -3.1% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | 33.1% | 7.7% | ||
| Q1 25 | 19.3% | 0.3% | ||
| Q4 24 | 14.3% | 0.3% | ||
| Q3 24 | -9.4% | 11.9% | ||
| Q2 24 | 36.2% | 8.0% | ||
| Q1 24 | 10.7% | -6.4% |
资本支出强度BRTHO
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 0.8% | 1.2% | ||
| Q1 25 | 0.6% | 1.2% | ||
| Q4 24 | 0.6% | 1.1% | ||
| Q3 24 | 0.6% | 1.4% | ||
| Q2 24 | 0.9% | 0.9% | ||
| Q1 24 | 1.3% | 1.6% |
现金转化率BRTHO
| Q4 25 | — | -2.07× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | 1.87× | 1.91× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | 3.76× | ||
| Q2 24 | 2.23× | 2.20× | ||
| Q1 24 | 0.97× | -14.39× |
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% |
THO
| Other | $417.1M | 17% |
| Travel Trailers | $403.6M | 17% |
| Motorcaravan | $391.9M | 16% |
| Fifth Wheels Towables | $306.9M | 13% |
| Classc Motorized | $297.2M | 12% |
| Campervan | $188.3M | 8% |
| Classa Motorized | $169.9M | 7% |
| Classb Motorized | $110.0M | 5% |
| Other Rv Related | $70.0M | 3% |
| Caravan | $34.3M | 1% |
