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Broadridge Financial Solutions（BR）与Take-Two Interactive（TTWO）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Take-Two Interactive的1.0倍（$1.7B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs -5.5%，领先22.1%），Take-Two Interactive同比增速更快（24.9% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 10.2%）
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。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业，由瑞安·布兰特于1993年9月创立，在全球互动娱乐领域拥有较高影响力，业务覆盖游戏研发、发行与运营等核心环节。
BR vs TTWO — 直观对比
营收规模更大
BR
是对方的1.0倍
$1.7B
营收增速更快
TTWO
高出30.3%
-5.4%
净利率更高
BR
高出22.1%
-5.5%
两年增速更快
BR
近两年复合增速
10.2%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $284.6M | $-92.9M |
| 毛利率 | 27.6% | 55.7% |
| 营业利润率 | 12.0% | -2.3% |
| 净利率 | 16.6% | -5.5% |
| 营收同比 | -5.4% | 24.9% |
| 净利润同比 | 17.1% | 25.8% |
| 每股收益（稀释后） | $2.42 | $-0.50 |
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BRTTWO
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.7B | $1.4B |
净利润BRTTWO
| Q4 25 | $284.6M | $-92.9M | ||
| Q3 25 | — | $-133.9M | ||
| Q2 25 | $374.2M | $-11.9M | ||
| Q1 25 | $243.1M | $-3.7B | ||
| Q4 24 | $142.4M | $-125.2M | ||
| Q3 24 | $79.8M | $-365.5M | ||
| Q2 24 | $323.2M | $-262.0M | ||
| Q1 24 | $213.7M | $-2.9B |
毛利率BRTTWO
| Q4 25 | 27.6% | 55.7% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | 37.3% | 62.8% | ||
| Q1 25 | 31.8% | 50.8% | ||
| Q4 24 | 27.9% | 55.9% | ||
| Q3 24 | 24.5% | 53.8% | ||
| Q2 24 | 35.5% | 57.6% | ||
| Q1 24 | 31.2% | 33.5% |
营业利润率BRTTWO
| Q4 25 | 12.0% | -2.3% | ||
| Q3 25 | — | -5.5% | ||
| Q2 25 | 24.1% | 1.4% | ||
| Q1 25 | 19.0% | -238.7% | ||
| Q4 24 | 13.3% | -9.7% | ||
| Q3 24 | 9.4% | -22.0% | ||
| Q2 24 | 22.7% | -13.8% | ||
| Q1 24 | 17.5% | -193.9% |
净利率BRTTWO
| Q4 25 | 16.6% | -5.5% | ||
| Q3 25 | — | -7.5% | ||
| Q2 25 | 18.1% | -0.8% | ||
| Q1 25 | 13.4% | -235.5% | ||
| Q4 24 | 9.0% | -9.2% | ||
| Q3 24 | 5.6% | -27.0% | ||
| Q2 24 | 16.6% | -19.6% | ||
| Q1 24 | 12.4% | -207.4% |
每股收益（稀释后）BRTTWO
| Q4 25 | $2.42 | $-0.50 | ||
| Q3 25 | — | $-0.73 | ||
| Q2 25 | $3.17 | $-0.07 | ||
| Q1 25 | $2.05 | $-21.27 | ||
| Q4 24 | $1.20 | $-0.71 | ||
| Q3 24 | $0.68 | $-2.08 | ||
| Q2 24 | $2.72 | $-1.52 | ||
| Q1 24 | $1.79 | $-17.05 |
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 | $2.4B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $3.5B |
| 总资产 | $8.6B | $10.0B |
| 负债/权益比越低杠杆越低 | 1.10× | — |
8季度趋势，按日历期对齐
现金及短期投资BRTTWO
| Q4 25 | $371.5M | $2.4B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $562.2M | $2.0B | ||
| Q1 25 | $317.9M | $1.5B | ||
| Q4 24 | $290.6M | $1.2B | ||
| Q3 24 | $293.5M | $879.6M | ||
| Q2 24 | $305.2M | $1.1B | ||
| Q1 24 | $236.4M | $776.0M |
总债务BRTTWO
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRTTWO
| Q4 25 | $2.9B | $3.5B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $2.7B | $3.5B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.2B | $5.7B | ||
| Q3 24 | $2.2B | $5.8B | ||
| Q2 24 | $2.2B | $6.0B | ||
| Q1 24 | $2.3B | $5.7B |
总资产BRTTWO
| Q4 25 | $8.6B | $10.0B | ||
| Q3 25 | — | $10.1B | ||
| Q2 25 | $8.5B | $9.7B | ||
| Q1 25 | $8.3B | $9.2B | ||
| Q4 24 | $8.2B | $12.7B | ||
| Q3 24 | $8.0B | $13.1B | ||
| Q2 24 | $8.2B | $12.9B | ||
| Q1 24 | $8.2B | $12.2B |
负债/权益比BRTTWO
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| 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 | — | $305.2M |
| 自由现金流经营现金流 - 资本支出 | — | $236.2M |
| 自由现金流率自由现金流/营收 | — | 13.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $487.8M |
8季度趋势，按日历期对齐
经营现金流BRTTWO
| Q4 25 | — | $305.2M | ||
| Q3 25 | — | $128.4M | ||
| Q2 25 | $699.7M | $-44.7M | ||
| Q1 25 | $360.4M | $279.0M | ||
| Q4 24 | $236.7M | $-4.8M | ||
| Q3 24 | $-125.5M | $-128.4M | ||
| Q2 24 | $721.0M | $-191.0M | ||
| Q1 24 | $207.4M | $-8.9M |
自由现金流BRTTWO
| Q4 25 | — | $236.2M | ||
| Q3 25 | — | $96.5M | ||
| Q2 25 | $684.1M | $-69.8M | ||
| Q1 25 | $348.9M | $224.9M | ||
| Q4 24 | $227.9M | $-48.2M | ||
| Q3 24 | $-133.4M | $-165.2M | ||
| Q2 24 | $703.2M | $-226.1M | ||
| Q1 24 | $184.6M | $-55.1M |
自由现金流率BRTTWO
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | 33.1% | -4.6% | ||
| Q1 25 | 19.3% | 14.2% | ||
| Q4 24 | 14.3% | -3.5% | ||
| Q3 24 | -9.4% | -12.2% | ||
| Q2 24 | 36.2% | -16.9% | ||
| Q1 24 | 10.7% | -3.9% |
资本支出强度BRTTWO
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | 0.8% | 1.7% | ||
| Q1 25 | 0.6% | 3.4% | ||
| Q4 24 | 0.6% | 3.2% | ||
| Q3 24 | 0.6% | 2.7% | ||
| Q2 24 | 0.9% | 2.6% | ||
| Q1 24 | 1.3% | 3.3% |
现金转化率BRTTWO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | — | ||
| 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% |
TTWO
暂无分部数据
