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Broadridge Financial Solutions（BR）与铁姆肯公司（TKR）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是铁姆肯公司的1.5倍（$1.7B vs $1.1B）。Broadridge Financial Solutions净利率更高（16.6% vs 5.6%，领先11.0%）。铁姆肯公司同比增速更快（3.5% vs -5.4%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -3.4%）
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。
铁姆肯公司是全球领先的工程轴承与工业运动产品制造商，总部位于美国俄亥俄州北坎顿市，业务覆盖全球45个国家，可为多个工业领域客户提供高品质的相关产品及适配解决方案。
BR vs TKR — 直观对比
营收规模更大
BR
是对方的1.5倍
$1.1B
营收增速更快
TKR
高出8.9%
-5.4%
净利率更高
BR
高出11.0%
5.6%
两年增速更快
BR
近两年复合增速
-3.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.1B |
| 净利润 | $284.6M | $62.3M |
| 毛利率 | 27.6% | 29.3% |
| 营业利润率 | 12.0% | 9.8% |
| 净利率 | 16.6% | 5.6% |
| 营收同比 | -5.4% | 3.5% |
| 净利润同比 | 17.1% | -12.5% |
| 每股收益（稀释后） | $2.42 | $0.89 |
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BRTKR
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $1.7B | $1.2B |
净利润BRTKR
| Q4 25 | $284.6M | $62.3M | ||
| Q3 25 | — | $69.3M | ||
| Q2 25 | $374.2M | $78.5M | ||
| Q1 25 | $243.1M | $78.3M | ||
| Q4 24 | $142.4M | $71.2M | ||
| Q3 24 | $79.8M | $81.8M | ||
| Q2 24 | $323.2M | $96.2M | ||
| Q1 24 | $213.7M | $103.5M |
毛利率BRTKR
| Q4 25 | 27.6% | 29.3% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | 37.3% | 30.7% | ||
| Q1 25 | 31.8% | 31.5% | ||
| Q4 24 | 27.9% | 30.3% | ||
| Q3 24 | 24.5% | 30.6% | ||
| Q2 24 | 35.5% | 31.6% | ||
| Q1 24 | 31.2% | 33.4% |
营业利润率BRTKR
| Q4 25 | 12.0% | 9.8% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | 24.1% | 12.6% | ||
| Q1 25 | 19.0% | 12.6% | ||
| Q4 24 | 13.3% | 10.5% | ||
| Q3 24 | 9.4% | 13.0% | ||
| Q2 24 | 22.7% | 14.1% | ||
| Q1 24 | 17.5% | 15.5% |
净利率BRTKR
| Q4 25 | 16.6% | 5.6% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | 18.1% | 6.7% | ||
| Q1 25 | 13.4% | 6.9% | ||
| Q4 24 | 9.0% | 6.6% | ||
| Q3 24 | 5.6% | 7.3% | ||
| Q2 24 | 16.6% | 8.1% | ||
| Q1 24 | 12.4% | 8.7% |
每股收益（稀释后）BRTKR
| Q4 25 | $2.42 | $0.89 | ||
| Q3 25 | — | $0.99 | ||
| Q2 25 | $3.17 | $1.12 | ||
| Q1 25 | $2.05 | $1.11 | ||
| Q4 24 | $1.20 | $1.01 | ||
| Q3 24 | $0.68 | $1.16 | ||
| Q2 24 | $2.72 | $1.36 | ||
| Q1 24 | $1.79 | $1.46 |
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 | $364.4M |
| 总债务越低越好 | $3.2B | $1.9B |
| 股东权益账面价值 | $2.9B | $3.2B |
| 总资产 | $8.6B | $6.7B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资BRTKR
| Q4 25 | $371.5M | $364.4M | ||
| Q3 25 | — | $449.1M | ||
| Q2 25 | $562.2M | $419.3M | ||
| Q1 25 | $317.9M | $376.1M | ||
| Q4 24 | $290.6M | $373.2M | ||
| Q3 24 | $293.5M | $412.7M | ||
| Q2 24 | $305.2M | $469.9M | ||
| Q1 24 | $236.4M | $421.9M |
总债务BRTKR
| Q4 25 | $3.2B | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $3.3B | $2.2B | ||
| Q1 25 | $3.4B | $2.1B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $3.6B | $2.2B | ||
| Q2 24 | $3.4B | $2.1B | ||
| Q1 24 | $3.5B | $2.2B |
股东权益BRTKR
| Q4 25 | $2.9B | $3.2B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.4B | $2.9B | ||
| Q4 24 | $2.2B | $2.8B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.2B | $2.8B | ||
| Q1 24 | $2.3B | $2.6B |
总资产BRTKR
| Q4 25 | $8.6B | $6.7B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | $8.5B | $6.8B | ||
| Q1 25 | $8.3B | $6.6B | ||
| Q4 24 | $8.2B | $6.4B | ||
| Q3 24 | $8.0B | $6.8B | ||
| Q2 24 | $8.2B | $6.6B | ||
| Q1 24 | $8.2B | $6.5B |
负债/权益比BRTKR
| Q4 25 | 1.10× | 0.60× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | 1.22× | 0.70× | ||
| Q1 25 | 1.44× | 0.73× | ||
| Q4 24 | 1.64× | 0.73× | ||
| Q3 24 | 1.63× | 0.75× | ||
| Q2 24 | 1.55× | 0.77× | ||
| Q1 24 | 1.55× | 0.83× |
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 | — | $183.3M |
| 自由现金流经营现金流 - 资本支出 | — | $140.7M |
| 自由现金流率自由现金流/营收 | — | 12.7% |
| 资本支出强度资本支出/营收 | — | 3.8% |
| 现金转化率经营现金流/净利润 | — | 2.94× |
| 过去12个月自由现金流最近4个季度 | — | $406.1M |
8季度趋势，按日历期对齐
经营现金流BRTKR
| Q4 25 | — | $183.3M | ||
| Q3 25 | — | $201.1M | ||
| Q2 25 | $699.7M | $111.3M | ||
| Q1 25 | $360.4M | $58.6M | ||
| Q4 24 | $236.7M | $178.6M | ||
| Q3 24 | $-125.5M | $123.2M | ||
| Q2 24 | $721.0M | $124.6M | ||
| Q1 24 | $207.4M | $49.3M |
自由现金流BRTKR
| Q4 25 | — | $140.7M | ||
| Q3 25 | — | $163.8M | ||
| Q2 25 | $684.1M | $78.2M | ||
| Q1 25 | $348.9M | $23.4M | ||
| Q4 24 | $227.9M | $125.0M | ||
| Q3 24 | $-133.4M | $88.2M | ||
| Q2 24 | $703.2M | $87.3M | ||
| Q1 24 | $184.6M | $5.2M |
自由现金流率BRTKR
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | 33.1% | 6.7% | ||
| Q1 25 | 19.3% | 2.1% | ||
| Q4 24 | 14.3% | 11.6% | ||
| Q3 24 | -9.4% | 7.8% | ||
| Q2 24 | 36.2% | 7.4% | ||
| Q1 24 | 10.7% | 0.4% |
资本支出强度BRTKR
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | 0.8% | 2.8% | ||
| Q1 25 | 0.6% | 3.1% | ||
| Q4 24 | 0.6% | 5.0% | ||
| Q3 24 | 0.6% | 3.1% | ||
| Q2 24 | 0.9% | 3.2% | ||
| Q1 24 | 1.3% | 3.7% |
现金转化率BRTKR
| Q4 25 | — | 2.94× | ||
| Q3 25 | — | 2.90× | ||
| Q2 25 | 1.87× | 1.42× | ||
| Q1 25 | 1.48× | 0.75× | ||
| Q4 24 | 1.66× | 2.51× | ||
| Q3 24 | -1.57× | 1.51× | ||
| Q2 24 | 2.23× | 1.30× | ||
| Q1 24 | 0.97× | 0.48× |
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% |
TKR
暂无分部数据
