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Broadridge Financial Solutions（BR）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
福泰制药的季度营收约是Broadridge Financial Solutions的1.9倍（$3.2B vs $1.7B），福泰制药净利率更高（37.3% vs 16.6%，领先20.7%），福泰制药同比增速更快（9.5% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 8.9%）
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。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
BR vs VRTX — 直观对比
营收规模更大
VRTX
是对方的1.9倍
$1.7B
营收增速更快
VRTX
高出14.9%
-5.4%
净利率更高
VRTX
高出20.7%
16.6%
两年增速更快
BR
近两年复合增速
8.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.2B |
| 净利润 | $284.6M | $1.2B |
| 毛利率 | 27.6% | 85.4% |
| 营业利润率 | 12.0% | 37.8% |
| 净利率 | 16.6% | 37.3% |
| 营收同比 | -5.4% | 9.5% |
| 净利润同比 | 17.1% | 30.5% |
| 每股收益（稀释后） | $2.42 | $4.64 |
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BRVRTX
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $2.1B | $3.0B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.6B | $2.9B | ||
| Q3 24 | $1.4B | $2.8B | ||
| Q2 24 | $1.9B | $2.6B | ||
| Q1 24 | $1.7B | $2.7B |
净利润BRVRTX
| Q4 25 | $284.6M | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $374.2M | $1.0B | ||
| Q1 25 | $243.1M | $646.3M | ||
| Q4 24 | $142.4M | $913.0M | ||
| Q3 24 | $79.8M | $1.0B | ||
| Q2 24 | $323.2M | $-3.6B | ||
| Q1 24 | $213.7M | $1.1B |
毛利率BRVRTX
| Q4 25 | 27.6% | 85.4% | ||
| Q3 25 | — | 86.5% | ||
| Q2 25 | 37.3% | 86.3% | ||
| Q1 25 | 31.8% | 86.9% | ||
| Q4 24 | 27.9% | 85.5% | ||
| Q3 24 | 24.5% | 85.8% | ||
| Q2 24 | 35.5% | 85.9% | ||
| Q1 24 | 31.2% | 87.3% |
营业利润率BRVRTX
| Q4 25 | 12.0% | 37.8% | ||
| Q3 25 | — | 38.6% | ||
| Q2 25 | 24.1% | 38.8% | ||
| Q1 25 | 19.0% | 22.7% | ||
| Q4 24 | 13.3% | 35.2% | ||
| Q3 24 | 9.4% | 40.3% | ||
| Q2 24 | 22.7% | -132.9% | ||
| Q1 24 | 17.5% | 42.4% |
净利率BRVRTX
| Q4 25 | 16.6% | 37.3% | ||
| Q3 25 | — | 35.2% | ||
| Q2 25 | 18.1% | 34.8% | ||
| Q1 25 | 13.4% | 23.3% | ||
| Q4 24 | 9.0% | 31.4% | ||
| Q3 24 | 5.6% | 37.7% | ||
| Q2 24 | 16.6% | -135.8% | ||
| Q1 24 | 12.4% | 40.9% |
每股收益（稀释后）BRVRTX
| Q4 25 | $2.42 | $4.64 | ||
| Q3 25 | — | $4.20 | ||
| Q2 25 | $3.17 | $3.99 | ||
| Q1 25 | $2.05 | $2.49 | ||
| Q4 24 | $1.20 | $3.62 | ||
| Q3 24 | $0.68 | $4.01 | ||
| Q2 24 | $2.72 | $-13.92 | ||
| Q1 24 | $1.79 | $4.21 |
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 | $6.6B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $18.7B |
| 总资产 | $8.6B | $25.6B |
| 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BRVRTX
| Q4 25 | $371.5M | $6.6B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | $562.2M | $6.4B | ||
| Q1 25 | $317.9M | $6.2B | ||
| Q4 24 | $290.6M | $6.1B | ||
| Q3 24 | $293.5M | $6.5B | ||
| Q2 24 | $305.2M | $5.8B | ||
| Q1 24 | $236.4M | $10.2B |
总债务BRVRTX
| 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BRVRTX
| Q4 25 | $2.9B | $18.7B | ||
| Q3 25 | — | $17.3B | ||
| Q2 25 | $2.7B | $17.2B | ||
| Q1 25 | $2.4B | $16.5B | ||
| Q4 24 | $2.2B | $16.4B | ||
| Q3 24 | $2.2B | $15.6B | ||
| Q2 24 | $2.2B | $14.8B | ||
| Q1 24 | $2.3B | $18.5B |
总资产BRVRTX
| Q4 25 | $8.6B | $25.6B | ||
| Q3 25 | — | $24.9B | ||
| Q2 25 | $8.5B | $24.0B | ||
| Q1 25 | $8.3B | $22.9B | ||
| Q4 24 | $8.2B | $22.5B | ||
| Q3 24 | $8.0B | $22.2B | ||
| Q2 24 | $8.2B | $20.1B | ||
| Q1 24 | $8.2B | $23.9B |
负债/权益比BRVRTX
| 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 | — | $498.0M |
| 自由现金流经营现金流 - 资本支出 | — | $348.6M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 现金转化率经营现金流/净利润 | — | 0.42× |
| 过去12个月自由现金流最近4个季度 | — | $3.2B |
8季度趋势，按日历期对齐
经营现金流BRVRTX
| Q4 25 | — | $498.0M | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $699.7M | $1.1B | ||
| Q1 25 | $360.4M | $818.9M | ||
| Q4 24 | $236.7M | $584.6M | ||
| Q3 24 | $-125.5M | $1.4B | ||
| Q2 24 | $721.0M | $-3.8B | ||
| Q1 24 | $207.4M | $1.3B |
自由现金流BRVRTX
| Q4 25 | — | $348.6M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $684.1M | $927.4M | ||
| Q1 25 | $348.9M | $778.2M | ||
| Q4 24 | $227.9M | $492.0M | ||
| Q3 24 | $-133.4M | $1.3B | ||
| Q2 24 | $703.2M | $-3.8B | ||
| Q1 24 | $184.6M | $1.2B |
自由现金流率BRVRTX
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | 33.1% | 31.3% | ||
| Q1 25 | 19.3% | 28.1% | ||
| Q4 24 | 14.3% | 16.9% | ||
| Q3 24 | -9.4% | 47.0% | ||
| Q2 24 | 36.2% | -144.5% | ||
| Q1 24 | 10.7% | 46.0% |
资本支出强度BRVRTX
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | 0.8% | 4.9% | ||
| Q1 25 | 0.6% | 1.5% | ||
| Q4 24 | 0.6% | 3.2% | ||
| Q3 24 | 0.6% | 2.4% | ||
| Q2 24 | 0.9% | 2.6% | ||
| Q1 24 | 1.3% | 2.5% |
现金转化率BRVRTX
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | 1.87× | 1.04× | ||
| Q1 25 | 1.48× | 1.27× | ||
| Q4 24 | 1.66× | 0.64× | ||
| Q3 24 | -1.57× | 1.31× | ||
| Q2 24 | 2.23× | — | ||
| Q1 24 | 0.97× | 1.19× |
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% |
VRTX
| TRIKAFTAKAFTRIO | $2.6B | 81% |
| ALYFTREK | $380.1M | 12% |
| Manufactured Product Other | $237.4M | 7% |
