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Broadridge Financial Solutions（BR）与维谛技术（VRT）财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是Broadridge Financial Solutions的1.5倍（$2.6B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 14.7%，领先1.9%），维谛技术同比增速更快（30.1% vs -5.4%），过去两年维谛技术的营收复合增速更高（16.5% vs 10.4%）
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。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
BR vs VRT — 直观对比
营收规模更大
VRT
是对方的1.5倍
$1.7B
营收增速更快
VRT
高出35.5%
-5.4%
净利率更高
BR
高出1.9%
14.7%
两年增速更快
VRT
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.6B |
| 净利润 | $284.6M | $390.1M |
| 毛利率 | 27.6% | 37.7% |
| 营业利润率 | 12.0% | — |
| 净利率 | 16.6% | 14.7% |
| 营收同比 | -5.4% | 30.1% |
| 净利润同比 | 17.1% | 137.1% |
| 每股收益（稀释后） | $2.42 | $0.99 |
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BRVRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $1.7B | $2.9B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
净利润BRVRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $284.6M | $445.6M | ||
| Q3 25 | — | $398.5M | ||
| Q2 25 | $374.2M | $324.2M | ||
| Q1 25 | $243.1M | $164.5M | ||
| Q4 24 | $142.4M | $147.0M | ||
| Q3 24 | $79.8M | $176.6M | ||
| Q2 24 | $323.2M | $178.1M |
毛利率BRVRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 27.6% | 38.9% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | 37.3% | 34.0% | ||
| Q1 25 | 31.8% | 33.7% | ||
| Q4 24 | 27.9% | 37.1% | ||
| Q3 24 | 24.5% | 36.5% | ||
| Q2 24 | 35.5% | 38.0% |
营业利润率BRVRT
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 20.1% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | 24.1% | 16.8% | ||
| Q1 25 | 19.0% | 14.3% | ||
| Q4 24 | 13.3% | 19.5% | ||
| Q3 24 | 9.4% | 17.9% | ||
| Q2 24 | 22.7% | 17.2% |
净利率BRVRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 16.6% | 15.5% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | 18.1% | 12.3% | ||
| Q1 25 | 13.4% | 8.1% | ||
| Q4 24 | 9.0% | 6.3% | ||
| Q3 24 | 5.6% | 8.5% | ||
| Q2 24 | 16.6% | 9.1% |
每股收益（稀释后）BRVRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $2.42 | $1.14 | ||
| Q3 25 | — | $1.02 | ||
| Q2 25 | $3.17 | $0.83 | ||
| Q1 25 | $2.05 | $0.42 | ||
| Q4 24 | $1.20 | $0.38 | ||
| Q3 24 | $0.68 | $0.46 | ||
| Q2 24 | $2.72 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | $3.2B | $0 |
| 股东权益账面价值 | $2.9B | $4.2B |
| 总资产 | $8.6B | $13.4B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BRVRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $371.5M | $1.7B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $562.2M | $1.6B | ||
| Q1 25 | $317.9M | $1.5B | ||
| Q4 24 | $290.6M | $1.2B | ||
| Q3 24 | $293.5M | $908.7M | ||
| Q2 24 | $305.2M | $579.7M |
总债务BRVRT
| Q1 26 | — | $0 | ||
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $3.3B | $2.9B | ||
| Q1 25 | $3.4B | $2.9B | ||
| Q4 24 | $3.7B | $2.9B | ||
| Q3 24 | $3.6B | $2.9B | ||
| Q2 24 | $3.4B | $2.9B |
股东权益BRVRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.4B | $2.7B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.2B | $1.5B |
总资产BRVRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $8.6B | $12.2B | ||
| Q3 25 | — | $10.8B | ||
| Q2 25 | $8.5B | $10.4B | ||
| Q1 25 | $8.3B | $9.5B | ||
| Q4 24 | $8.2B | $9.1B | ||
| Q3 24 | $8.0B | $8.9B | ||
| Q2 24 | $8.2B | $8.1B |
负债/权益比BRVRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.10× | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | 1.22× | 0.93× | ||
| Q1 25 | 1.44× | 1.10× | ||
| Q4 24 | 1.64× | 1.20× | ||
| Q3 24 | 1.63× | 1.62× | ||
| Q2 24 | 1.55× | 1.91× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $652.8M |
| 自由现金流率自由现金流/营收 | — | 24.6% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 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 | — | $2.3B |
8季度趋势，按日历期对齐
经营现金流BRVRT
| Q1 26 | — | — | ||
| Q4 25 | — | $978.9M | ||
| Q3 25 | — | $508.7M | ||
| Q2 25 | $699.7M | $322.9M | ||
| Q1 25 | $360.4M | $303.3M | ||
| Q4 24 | $236.7M | $425.2M | ||
| Q3 24 | $-125.5M | $378.2M | ||
| Q2 24 | $721.0M | $378.4M |
自由现金流BRVRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | — | $885.6M | ||
| Q3 25 | — | $463.5M | ||
| Q2 25 | $684.1M | $277.9M | ||
| Q1 25 | $348.9M | $266.8M | ||
| Q4 24 | $227.9M | $364.5M | ||
| Q3 24 | $-133.4M | $341.8M | ||
| Q2 24 | $703.2M | $344.3M |
自由现金流率BRVRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | 33.1% | 10.5% | ||
| Q1 25 | 19.3% | 13.1% | ||
| Q4 24 | 14.3% | 15.5% | ||
| Q3 24 | -9.4% | 16.5% | ||
| Q2 24 | 36.2% | 17.6% |
资本支出强度BRVRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | 0.8% | 1.7% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 0.6% | 2.6% | ||
| Q3 24 | 0.6% | 1.8% | ||
| Q2 24 | 0.9% | 1.7% |
现金转化率BRVRT
| Q1 26 | — | — | ||
| Q4 25 | — | 2.20× | ||
| Q3 25 | — | 1.28× | ||
| Q2 25 | 1.87× | 1.00× | ||
| Q1 25 | 1.48× | 1.84× | ||
| Q4 24 | 1.66× | 2.89× | ||
| Q3 24 | -1.57× | 2.14× | ||
| Q2 24 | 2.23× | 2.12× |
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% |
VRT
暂无分部数据
