vs
Broadridge Financial Solutions（BR）与WINNEBAGO INDUSTRIES INC（WGO）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WINNEBAGO INDUSTRIES INC的2.4倍（$1.7B vs $702.7M）。Broadridge Financial Solutions净利率更高（16.6% vs 0.8%，领先15.8%）。WINNEBAGO INDUSTRIES INC同比增速更快（12.3% vs -5.4%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -4.0%）
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。
温尼贝戈工业是美国知名的房车制造商，主营 recreational vehicle（ recreational vehicle 即休闲旅居车）生产制造，2018年收购克里斯-克拉夫特公司后进军摩托艇制造领域，企业也曾产出中轻型多用途车等相关产品，公司名称源自其原总部所在地爱荷华州的温纳贝戈县。
BR vs WGO — 直观对比
营收规模更大
BR
是对方的2.4倍
$702.7M
营收增速更快
WGO
高出17.7%
-5.4%
净利率更高
BR
高出15.8%
0.8%
两年增速更快
BR
近两年复合增速
-4.0%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $702.7M |
| 净利润 | $284.6M | $5.5M |
| 毛利率 | 27.6% | 12.7% |
| 营业利润率 | 12.0% | 2.0% |
| 净利率 | 16.6% | 0.8% |
| 营收同比 | -5.4% | 12.3% |
| 净利润同比 | 17.1% | 205.8% |
| 每股收益（稀释后） | $2.42 | $0.19 |
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BRWGO
| Q4 25 | $1.7B | $702.7M | ||
| Q2 25 | $2.1B | $775.1M | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.6B | $625.6M | ||
| Q3 24 | $1.4B | $720.9M | ||
| Q2 24 | $1.9B | $786.0M | ||
| Q1 24 | $1.7B | $703.6M | ||
| Q4 23 | $1.4B | $763.0M |
净利润BRWGO
| Q4 25 | $284.6M | $5.5M | ||
| Q2 25 | $374.2M | $17.6M | ||
| Q1 25 | $243.1M | — | ||
| Q4 24 | $142.4M | $-5.2M | ||
| Q3 24 | $79.8M | $-29.1M | ||
| Q2 24 | $323.2M | $29.0M | ||
| Q1 24 | $213.7M | $-12.7M | ||
| Q4 23 | $70.3M | $25.8M |
毛利率BRWGO
| Q4 25 | 27.6% | 12.7% | ||
| Q2 25 | 37.3% | 13.7% | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | 12.3% | ||
| Q3 24 | 24.5% | 13.1% | ||
| Q2 24 | 35.5% | 15.0% | ||
| Q1 24 | 31.2% | 15.0% | ||
| Q4 23 | 24.8% | 15.2% |
营业利润率BRWGO
| Q4 25 | 12.0% | 2.0% | ||
| Q2 25 | 24.1% | 3.9% | ||
| Q1 25 | 19.0% | — | ||
| Q4 24 | 13.3% | -0.1% | ||
| Q3 24 | 9.4% | -2.5% | ||
| Q2 24 | 22.7% | 5.5% | ||
| Q1 24 | 17.5% | 5.0% | ||
| Q4 23 | 8.9% | 5.1% |
净利率BRWGO
| Q4 25 | 16.6% | 0.8% | ||
| Q2 25 | 18.1% | 2.3% | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 9.0% | -0.8% | ||
| Q3 24 | 5.6% | -4.0% | ||
| Q2 24 | 16.6% | 3.7% | ||
| Q1 24 | 12.4% | -1.8% | ||
| Q4 23 | 5.0% | 3.4% |
每股收益（稀释后）BRWGO
| Q4 25 | $2.42 | $0.19 | ||
| Q2 25 | $3.17 | $0.62 | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.20 | $-0.18 | ||
| Q3 24 | $0.68 | $-0.87 | ||
| Q2 24 | $2.72 | $0.96 | ||
| Q1 24 | $1.79 | $-0.43 | ||
| Q4 23 | $0.59 | $0.78 |
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 | $181.7M |
| 总债务越低越好 | $3.2B | $541.0M |
| 股东权益账面价值 | $2.9B | $1.2B |
| 总资产 | $8.6B | $2.1B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资BRWGO
| Q4 25 | $371.5M | $181.7M | ||
| Q2 25 | $562.2M | $10.5M | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $290.6M | $262.5M | ||
| Q3 24 | $293.5M | $330.9M | ||
| Q2 24 | $305.2M | $318.1M | ||
| Q1 24 | $236.4M | $265.7M | ||
| Q4 23 | $277.7M | $219.6M |
总债务BRWGO
| Q4 25 | $3.2B | $541.0M | ||
| Q2 25 | $3.3B | $539.9M | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $637.7M | ||
| Q3 24 | $3.6B | $637.1M | ||
| Q2 24 | $3.4B | $636.4M | ||
| Q1 24 | $3.5B | $694.8M | ||
| Q4 23 | $3.7B | $593.1M |
股东权益BRWGO
| Q4 25 | $2.9B | $1.2B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.2B | $1.3B | ||
| Q1 24 | $2.3B | $1.3B | ||
| Q4 23 | $2.1B | $1.4B |
总资产BRWGO
| Q4 25 | $8.6B | $2.1B | ||
| Q2 25 | $8.5B | $2.1B | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.2B | $2.3B | ||
| Q3 24 | $8.0B | $2.4B | ||
| Q2 24 | $8.2B | $2.4B | ||
| Q1 24 | $8.2B | $2.4B | ||
| Q4 23 | $8.0B | $2.4B |
负债/权益比BRWGO
| Q4 25 | 1.10× | 0.44× | ||
| Q2 25 | 1.22× | 0.44× | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 0.51× | ||
| Q3 24 | 1.63× | 0.50× | ||
| Q2 24 | 1.55× | 0.48× | ||
| Q1 24 | 1.55× | 0.52× | ||
| Q4 23 | 1.77× | 0.44× |
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 | — | $25.4M |
| 自由现金流经营现金流 - 资本支出 | — | $19.8M |
| 自由现金流率自由现金流/营收 | — | 2.8% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 4.62× |
| 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BRWGO
| Q4 25 | — | $25.4M | ||
| Q2 25 | $699.7M | — | ||
| Q1 25 | $360.4M | — | ||
| Q4 24 | $236.7M | $-16.7M | ||
| Q3 24 | $-125.5M | $40.7M | ||
| Q2 24 | $721.0M | $99.4M | ||
| Q1 24 | $207.4M | $25.2M | ||
| Q4 23 | $189.8M | $-21.4M |
自由现金流BRWGO
| Q4 25 | — | $19.8M | ||
| Q2 25 | $684.1M | — | ||
| Q1 25 | $348.9M | — | ||
| Q4 24 | $227.9M | $-26.7M | ||
| Q3 24 | $-133.4M | $29.5M | ||
| Q2 24 | $703.2M | $88.4M | ||
| Q1 24 | $184.6M | $14.2M | ||
| Q4 23 | $177.7M | $-33.2M |
自由现金流率BRWGO
| Q4 25 | — | 2.8% | ||
| Q2 25 | 33.1% | — | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 14.3% | -4.3% | ||
| Q3 24 | -9.4% | 4.1% | ||
| Q2 24 | 36.2% | 11.2% | ||
| Q1 24 | 10.7% | 2.0% | ||
| Q4 23 | 12.6% | -4.4% |
资本支出强度BRWGO
| Q4 25 | — | 0.8% | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.6% | 1.6% | ||
| Q3 24 | 0.6% | 1.6% | ||
| Q2 24 | 0.9% | 1.4% | ||
| Q1 24 | 1.3% | 1.6% | ||
| Q4 23 | 0.9% | 1.5% |
现金转化率BRWGO
| Q4 25 | — | 4.62× | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | 3.43× | ||
| Q1 24 | 0.97× | — | ||
| Q4 23 | 2.70× | -0.83× |
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% |
WGO
| Travel Trailer | $139.2M | 20% |
| Class C And Other | $131.0M | 19% |
| Fifth Wheel | $116.0M | 17% |
| Class A | $97.4M | 14% |
| Marine Segment | $79.2M | 11% |
| Class B | $76.3M | 11% |
| Other | $56.4M | 8% |
