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Broadridge Financial Solutions（BR）与U-Haul Holding Co（UHAL）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U-Haul Holding Co的1.2倍（$1.7B vs $1.4B），Broadridge Financial Solutions净利率更高（16.6% vs 2.6%，领先14.0%），U-Haul Holding Co同比增速更快（1.9% vs -5.4%）
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。
U-Haul控股公司是总部位于美国亚利桑那州凤凰城的移动货车、拖车及自助仓储租赁企业，1945年由伦纳德·肖恩与安娜·玛丽·卡蒂在华盛顿州里奇菲尔德创立，最初起步于卡蒂家族的车库，后通过加油站加盟模式扩张，业务覆盖美国全部50个州及加拿大10个省份。
BR vs UHAL — 直观对比
营收规模更大
BR
是对方的1.2倍
$1.4B
营收增速更快
UHAL
高出7.3%
-5.4%
净利率更高
BR
高出14.0%
2.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $284.6M | $37.0M |
| 毛利率 | 27.6% | 96.4% |
| 营业利润率 | 12.0% | 2.4% |
| 净利率 | 16.6% | 2.6% |
| 营收同比 | -5.4% | 1.9% |
| 净利润同比 | 17.1% | -45.0% |
| 每股收益（稀释后） | $2.42 | — |
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BRUHAL
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $2.1B | $232.1M | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.7B | — |
净利润BRUHAL
| Q4 25 | $284.6M | $37.0M | ||
| Q3 25 | — | $105.5M | ||
| Q2 25 | $374.2M | $142.3M | ||
| Q1 25 | $243.1M | — | ||
| Q4 24 | $142.4M | — | ||
| Q3 24 | $79.8M | — | ||
| Q2 24 | $323.2M | — | ||
| Q1 24 | $213.7M | — |
毛利率BRUHAL
| Q4 25 | 27.6% | 96.4% | ||
| Q3 25 | — | 96.1% | ||
| Q2 25 | 37.3% | 68.9% | ||
| 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BRUHAL
| Q4 25 | 12.0% | 2.4% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | 24.1% | — | ||
| Q1 25 | 19.0% | — | ||
| Q4 24 | 13.3% | — | ||
| Q3 24 | 9.4% | — | ||
| Q2 24 | 22.7% | — | ||
| Q1 24 | 17.5% | — |
净利率BRUHAL
| Q4 25 | 16.6% | 2.6% | ||
| Q3 25 | — | 6.1% | ||
| Q2 25 | 18.1% | 61.3% | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 16.6% | — | ||
| Q1 24 | 12.4% | — |
每股收益（稀释后）BRUHAL
| Q4 25 | $2.42 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.17 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.20 | — | ||
| Q3 24 | $0.68 | — | ||
| Q2 24 | $2.72 | — | ||
| Q1 24 | $1.79 | — |
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 | $1.0B |
| 总债务越低越好 | $3.2B | $8.1B |
| 股东权益账面价值 | $2.9B | $7.7B |
| 总资产 | $8.6B | $21.6B |
| 负债/权益比越低杠杆越低 | 1.10× | 1.04× |
8季度趋势，按日历期对齐
现金及短期投资BRUHAL
| Q4 25 | $371.5M | $1.0B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $562.2M | $877.2M | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $290.6M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $305.2M | — | ||
| Q1 24 | $236.4M | — |
总债务BRUHAL
| Q4 25 | $3.2B | $8.1B | ||
| Q3 25 | — | $7.7B | ||
| 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BRUHAL
| Q4 25 | $2.9B | $7.7B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | $2.7B | $7.7B | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.3B | — |
总资产BRUHAL
| Q4 25 | $8.6B | $21.6B | ||
| Q3 25 | — | $21.4B | ||
| Q2 25 | $8.5B | $20.8B | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $8.0B | — | ||
| Q2 24 | $8.2B | — | ||
| Q1 24 | $8.2B | — |
负债/权益比BRUHAL
| Q4 25 | 1.10× | 1.04× | ||
| Q3 25 | — | 1.00× | ||
| 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 | — | $240.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-447.6M |
| 自由现金流率自由现金流/营收 | — | -31.6% |
| 资本支出强度资本支出/营收 | — | 48.6% |
| 现金转化率经营现金流/净利润 | — | 6.51× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BRUHAL
| Q4 25 | — | $240.6M | ||
| Q3 25 | — | $551.6M | ||
| Q2 25 | $699.7M | $598.4M | ||
| Q1 25 | $360.4M | — | ||
| Q4 24 | $236.7M | — | ||
| Q3 24 | $-125.5M | — | ||
| Q2 24 | $721.0M | — | ||
| Q1 24 | $207.4M | — |
自由现金流BRUHAL
| Q4 25 | — | $-447.6M | ||
| Q3 25 | — | $-446.3M | ||
| Q2 25 | $684.1M | $-318.2M | ||
| Q1 25 | $348.9M | — | ||
| Q4 24 | $227.9M | — | ||
| Q3 24 | $-133.4M | — | ||
| Q2 24 | $703.2M | — | ||
| Q1 24 | $184.6M | — |
自由现金流率BRUHAL
| Q4 25 | — | -31.6% | ||
| Q3 25 | — | -25.9% | ||
| Q2 25 | 33.1% | -137.1% | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 10.7% | — |
资本支出强度BRUHAL
| Q4 25 | — | 48.6% | ||
| Q3 25 | — | 58.0% | ||
| Q2 25 | 0.8% | 395.0% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.3% | — |
现金转化率BRUHAL
| Q4 25 | — | 6.51× | ||
| Q3 25 | — | 5.23× | ||
| Q2 25 | 1.87× | 4.20× | ||
| 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% |
UHAL
| Long Term Contract With Customer | $1.2B | 82% |
| CA | $74.0M | 5% |
| Life Insurance | $56.2M | 4% |
| Accident And Health Insurance Segment | $49.8M | 4% |
| Investments Segment | $47.3M | 3% |
| Property And Casualty Insurance | $42.5M | 3% |
| Mercury | $1.6M | 0% |
