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Broadridge Financial Solutions(BR)与Vontier Corp(VNT)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Vontier Corp的2.1倍($1.7B vs $808.5M)。Broadridge Financial Solutions净利率更高(16.6% vs 15.3%,领先1.3%)。Vontier Corp同比增速更快(4.1% 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。
Vontier Corp是一家总部位于美国北卡罗来纳州罗利市的工业制造企业,旗下拥有Gilbarco Veeder-Root、Matco Tools、Teletrac Navman等核心品牌,还控股Hennessy Industries、Gasboy、全球交通技术(GTT)等多家子公司,业务覆盖多个工业制造细分领域。
BR vs VNT — 直观对比
营收规模更大
BR
是对方的2.1倍
$808.5M
营收增速更快
VNT
高出9.5%
-5.4%
净利率更高
BR
高出1.3%
15.3%
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 | $808.5M |
| 净利润 | $284.6M | $123.5M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 18.9% |
| 净利率 | 16.6% | 15.3% |
| 营收同比 | -5.4% | 4.1% |
| 净利润同比 | 17.1% | 0.0% |
| 每股收益(稀释后) | $2.42 | $0.85 |
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
BR
VNT
| Q4 25 | $1.7B | $808.5M | ||
| Q3 25 | — | $752.5M | ||
| Q2 25 | $2.1B | $773.5M | ||
| Q1 25 | $1.8B | $741.1M | ||
| Q4 24 | $1.6B | $776.8M | ||
| Q3 24 | $1.4B | $750.0M | ||
| Q2 24 | $1.9B | $696.4M | ||
| Q1 24 | $1.7B | $755.8M |
净利润
BR
VNT
| Q4 25 | $284.6M | $123.5M | ||
| Q3 25 | — | $102.8M | ||
| Q2 25 | $374.2M | $91.9M | ||
| Q1 25 | $243.1M | $87.9M | ||
| Q4 24 | $142.4M | $123.5M | ||
| Q3 24 | $79.8M | $91.8M | ||
| Q2 24 | $323.2M | $70.1M | ||
| Q1 24 | $213.7M | $136.8M |
毛利率
BR
VNT
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | 47.3% | ||
| Q2 25 | 37.3% | 47.9% | ||
| Q1 25 | 31.8% | 47.3% | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | 47.2% | ||
| Q2 24 | 35.5% | 48.2% | ||
| Q1 24 | 31.2% | 49.2% |
营业利润率
BR
VNT
| Q4 25 | 12.0% | 18.9% | ||
| Q3 25 | — | 18.9% | ||
| Q2 25 | 24.1% | 17.6% | ||
| Q1 25 | 19.0% | 17.6% | ||
| Q4 24 | 13.3% | 19.2% | ||
| Q3 24 | 9.4% | 17.5% | ||
| Q2 24 | 22.7% | 16.4% | ||
| Q1 24 | 17.5% | 18.8% |
净利率
BR
VNT
| Q4 25 | 16.6% | 15.3% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | 18.1% | 11.9% | ||
| Q1 25 | 13.4% | 11.9% | ||
| Q4 24 | 9.0% | 15.9% | ||
| Q3 24 | 5.6% | 12.2% | ||
| Q2 24 | 16.6% | 10.1% | ||
| Q1 24 | 12.4% | 18.1% |
每股收益(稀释后)
BR
VNT
| Q4 25 | $2.42 | $0.85 | ||
| Q3 25 | — | $0.70 | ||
| Q2 25 | $3.17 | $0.62 | ||
| Q1 25 | $2.05 | $0.59 | ||
| Q4 24 | $1.20 | $0.82 | ||
| Q3 24 | $0.68 | $0.60 | ||
| Q2 24 | $2.72 | $0.45 | ||
| Q1 24 | $1.79 | $0.88 |
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 | $492.2M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $1.2B |
| 总资产 | $8.6B | $4.4B |
| 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
BR
VNT
| Q4 25 | $371.5M | $492.2M | ||
| Q3 25 | — | $433.8M | ||
| Q2 25 | $562.2M | $364.2M | ||
| Q1 25 | $317.9M | $333.6M | ||
| Q4 24 | $290.6M | $356.4M | ||
| Q3 24 | $293.5M | $330.9M | ||
| Q2 24 | $305.2M | $331.3M | ||
| Q1 24 | $236.4M | $406.0M |
总债务
BR
VNT
| 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
BR
VNT
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.4B | $1.1B | ||
| Q4 24 | $2.2B | $1.1B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.2B | $1.0B | ||
| Q1 24 | $2.3B | $984.9M |
总资产
BR
VNT
| Q4 25 | $8.6B | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | $8.5B | $4.4B | ||
| Q1 25 | $8.3B | $4.3B | ||
| Q4 24 | $8.2B | $4.3B | ||
| Q3 24 | $8.0B | $4.3B | ||
| Q2 24 | $8.2B | $4.2B | ||
| Q1 24 | $8.2B | $4.3B |
负债/权益比
BR
VNT
| 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 | — | $190.1M |
| 自由现金流经营现金流 - 资本支出 | — | $174.8M |
| 自由现金流率自由现金流/营收 | — | 21.6% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 1.54× |
| 过去12个月自由现金流最近4个季度 | — | $441.1M |
8季度趋势,按日历期对齐
经营现金流
BR
VNT
| Q4 25 | — | $190.1M | ||
| Q3 25 | — | $110.5M | ||
| Q2 25 | $699.7M | $100.0M | ||
| Q1 25 | $360.4M | $110.4M | ||
| Q4 24 | $236.7M | $168.1M | ||
| Q3 24 | $-125.5M | $121.8M | ||
| Q2 24 | $721.0M | $46.1M | ||
| Q1 24 | $207.4M | $91.5M |
自由现金流
BR
VNT
| Q4 25 | — | $174.8M | ||
| Q3 25 | — | $90.3M | ||
| Q2 25 | $684.1M | $83.3M | ||
| Q1 25 | $348.9M | $92.7M | ||
| Q4 24 | $227.9M | $148.0M | ||
| Q3 24 | $-133.4M | $103.2M | ||
| Q2 24 | $703.2M | $22.3M | ||
| Q1 24 | $184.6M | $71.3M |
自由现金流率
BR
VNT
| Q4 25 | — | 21.6% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | 33.1% | 10.8% | ||
| Q1 25 | 19.3% | 12.5% | ||
| Q4 24 | 14.3% | 19.1% | ||
| Q3 24 | -9.4% | 13.8% | ||
| Q2 24 | 36.2% | 3.2% | ||
| Q1 24 | 10.7% | 9.4% |
资本支出强度
BR
VNT
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | 0.8% | 2.2% | ||
| Q1 25 | 0.6% | 2.4% | ||
| Q4 24 | 0.6% | 2.6% | ||
| Q3 24 | 0.6% | 2.5% | ||
| Q2 24 | 0.9% | 3.4% | ||
| Q1 24 | 1.3% | 2.7% |
现金转化率
BR
VNT
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | 1.87× | 1.09× | ||
| Q1 25 | 1.48× | 1.26× | ||
| Q4 24 | 1.66× | 1.36× | ||
| Q3 24 | -1.57× | 1.33× | ||
| Q2 24 | 2.23× | 0.66× | ||
| Q1 24 | 0.97× | 0.67× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |