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Broadridge Financial Solutions（BR）与环联（TRU）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是环联的1.5倍（$1.7B vs $1.2B）。Broadridge Financial Solutions净利率更高（16.6% vs 8.6%，领先8.0%）。环联同比增速更快（13.0% vs -5.4%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 7.1%）
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。
环联是美国知名消费者信用报告机构，与益博睿、艾奎法克斯并列美国三大征信机构，总部位于伊利诺伊州芝加哥。目前其业务覆盖30余个国家，累计收集超10亿消费者的信用信息，持有美国几乎所有有信用记录消费者的超2亿份档案，服务超6.5万家企业客户，2014年营收达13亿美元。
BR vs TRU — 直观对比
营收规模更大
BR
是对方的1.5倍
$1.2B
营收增速更快
TRU
高出18.4%
-5.4%
净利率更高
BR
高出8.0%
8.6%
两年增速更快
BR
近两年复合增速
7.1%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $284.6M | $101.1M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 17.4% |
| 净利率 | 16.6% | 8.6% |
| 营收同比 | -5.4% | 13.0% |
| 净利润同比 | 17.1% | 52.5% |
| 每股收益（稀释后） | $2.42 | $0.52 |
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BRTRU
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.9B | $1.0B | ||
| Q1 24 | $1.7B | $1.0B |
净利润BRTRU
| Q4 25 | $284.6M | $101.1M | ||
| Q3 25 | — | $96.6M | ||
| Q2 25 | $374.2M | $109.6M | ||
| Q1 25 | $243.1M | $148.1M | ||
| Q4 24 | $142.4M | $66.3M | ||
| Q3 24 | $79.8M | $68.0M | ||
| Q2 24 | $323.2M | $85.0M | ||
| Q1 24 | $213.7M | $65.1M |
毛利率BRTRU
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 35.5% | — | ||
| Q1 24 | 31.2% | — |
营业利润率BRTRU
| Q4 25 | 12.0% | 17.4% | ||
| Q3 25 | — | 17.8% | ||
| Q2 25 | 24.1% | 16.9% | ||
| Q1 25 | 19.0% | 23.2% | ||
| Q4 24 | 13.3% | 16.5% | ||
| Q3 24 | 9.4% | 14.4% | ||
| Q2 24 | 22.7% | 17.5% | ||
| Q1 24 | 17.5% | 15.4% |
净利率BRTRU
| Q4 25 | 16.6% | 8.6% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | 18.1% | 9.6% | ||
| Q1 25 | 13.4% | 13.5% | ||
| Q4 24 | 9.0% | 6.4% | ||
| Q3 24 | 5.6% | 6.3% | ||
| Q2 24 | 16.6% | 8.2% | ||
| Q1 24 | 12.4% | 6.4% |
每股收益（稀释后）BRTRU
| Q4 25 | $2.42 | $0.52 | ||
| Q3 25 | — | $0.49 | ||
| Q2 25 | $3.17 | $0.56 | ||
| Q1 25 | $2.05 | $0.75 | ||
| Q4 24 | $1.20 | $0.33 | ||
| Q3 24 | $0.68 | $0.35 | ||
| Q2 24 | $2.72 | $0.44 | ||
| Q1 24 | $1.79 | $0.33 |
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 | $856.3M |
| 总债务越低越好 | $3.2B | $4.9B |
| 股东权益账面价值 | $2.9B | $4.4B |
| 总资产 | $8.6B | $11.1B |
| 负债/权益比越低杠杆越低 | 1.10× | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资BRTRU
| Q4 25 | $371.5M | $856.3M | ||
| Q3 25 | — | $752.5M | ||
| Q2 25 | $562.2M | $690.0M | ||
| Q1 25 | $317.9M | $612.5M | ||
| Q4 24 | $290.6M | $682.0M | ||
| Q3 24 | $293.5M | $646.0M | ||
| Q2 24 | $305.2M | $545.8M | ||
| Q1 24 | $236.4M | $436.2M |
总债务BRTRU
| Q4 25 | $3.2B | $4.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $5.1B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRTRU
| Q4 25 | $2.9B | $4.4B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | $2.7B | $4.5B | ||
| Q1 25 | $2.4B | $4.4B | ||
| Q4 24 | $2.2B | $4.2B | ||
| Q3 24 | $2.2B | $4.2B | ||
| Q2 24 | $2.2B | $4.1B | ||
| Q1 24 | $2.3B | $4.1B |
总资产BRTRU
| Q4 25 | $8.6B | $11.1B | ||
| Q3 25 | — | $11.1B | ||
| Q2 25 | $8.5B | $11.1B | ||
| Q1 25 | $8.3B | $10.9B | ||
| Q4 24 | $8.2B | $11.0B | ||
| Q3 24 | $8.0B | $11.1B | ||
| Q2 24 | $8.2B | $11.0B | ||
| Q1 24 | $8.2B | $11.0B |
负债/权益比BRTRU
| Q4 25 | 1.10× | 1.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 1.20× | ||
| 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 | — | $319.5M |
| 自由现金流经营现金流 - 资本支出 | — | $222.8M |
| 自由现金流率自由现金流/营收 | — | 19.0% |
| 资本支出强度资本支出/营收 | — | 8.3% |
| 现金转化率经营现金流/净利润 | — | 3.16× |
| 过去12个月自由现金流最近4个季度 | — | $661.6M |
8季度趋势，按日历期对齐
经营现金流BRTRU
| Q4 25 | — | $319.5M | ||
| Q3 25 | — | $324.3M | ||
| Q2 25 | $699.7M | $291.3M | ||
| Q1 25 | $360.4M | $52.5M | ||
| Q4 24 | $236.7M | $254.0M | ||
| Q3 24 | $-125.5M | $229.3M | ||
| Q2 24 | $721.0M | $295.2M | ||
| Q1 24 | $207.4M | $54.0M |
自由现金流BRTRU
| Q4 25 | — | $222.8M | ||
| Q3 25 | — | $240.4M | ||
| Q2 25 | $684.1M | $214.3M | ||
| Q1 25 | $348.9M | $-15.9M | ||
| Q4 24 | $227.9M | $136.9M | ||
| Q3 24 | $-133.4M | $161.3M | ||
| Q2 24 | $703.2M | $226.9M | ||
| Q1 24 | $184.6M | $-8.4M |
自由现金流率BRTRU
| Q4 25 | — | 19.0% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | 33.1% | 18.8% | ||
| Q1 25 | 19.3% | -1.5% | ||
| Q4 24 | 14.3% | 13.2% | ||
| Q3 24 | -9.4% | 14.9% | ||
| Q2 24 | 36.2% | 21.8% | ||
| Q1 24 | 10.7% | -0.8% |
资本支出强度BRTRU
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | 0.8% | 6.8% | ||
| Q1 25 | 0.6% | 6.2% | ||
| Q4 24 | 0.6% | 11.3% | ||
| Q3 24 | 0.6% | 6.3% | ||
| Q2 24 | 0.9% | 6.6% | ||
| Q1 24 | 1.3% | 6.1% |
现金转化率BRTRU
| Q4 25 | — | 3.16× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 1.87× | 2.66× | ||
| Q1 25 | 1.48× | 0.35× | ||
| Q4 24 | 1.66× | 3.83× | ||
| Q3 24 | -1.57× | 3.37× | ||
| Q2 24 | 2.23× | 3.47× | ||
| Q1 24 | 0.97× | 0.83× |
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% |
TRU
暂无分部数据
