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Broadridge Financial Solutions（BR）与西湖化学（WLK）财务数据对比。点击上方公司名可切换其他公司
西湖化学的季度营收约是Broadridge Financial Solutions的1.5倍（$2.5B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs -21.5%，领先38.1%），Broadridge Financial Solutions同比增速更快（-5.4% vs -10.9%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -7.7%）
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。
西湖化学是国际知名的石化产品、聚合物及装配式建筑产品生产商与供应商，产品广泛应用于各类消费及工业市场。公司1986年由赵廷箴创立，是美国最大的低密度聚乙烯生产商，位列福布斯全球2000强，业务分为烯烃和乙烯基两大板块，具备乙烯基产品下游一体化生产能力。
BR vs WLK — 直观对比
营收规模更大
WLK
是对方的1.5倍
$1.7B
营收增速更快
BR
高出5.5%
-10.9%
净利率更高
BR
高出38.1%
-21.5%
两年增速更快
BR
近两年复合增速
-7.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.5B |
| 净利润 | $284.6M | $-544.0M |
| 毛利率 | 27.6% | 3.4% |
| 营业利润率 | 12.0% | -26.5% |
| 净利率 | 16.6% | -21.5% |
| 营收同比 | -5.4% | -10.9% |
| 净利润同比 | 17.1% | -7871.4% |
| 每股收益（稀释后） | $2.42 | $-4.22 |
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BRWLK
| Q4 25 | $1.7B | $2.5B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $2.1B | $3.0B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.6B | $2.8B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.9B | $3.2B | ||
| Q1 24 | $1.7B | $3.0B |
净利润BRWLK
| Q4 25 | $284.6M | $-544.0M | ||
| Q3 25 | — | $-782.0M | ||
| Q2 25 | $374.2M | $-142.0M | ||
| Q1 25 | $243.1M | $-40.0M | ||
| Q4 24 | $142.4M | $7.0M | ||
| Q3 24 | $79.8M | $108.0M | ||
| Q2 24 | $323.2M | $313.0M | ||
| Q1 24 | $213.7M | $174.0M |
毛利率BRWLK
| Q4 25 | 27.6% | 3.4% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | 37.3% | 8.7% | ||
| Q1 25 | 31.8% | 8.2% | ||
| Q4 24 | 27.9% | 11.5% | ||
| Q3 24 | 24.5% | 16.0% | ||
| Q2 24 | 35.5% | 20.7% | ||
| Q1 24 | 31.2% | 15.7% |
营业利润率BRWLK
| Q4 25 | 12.0% | -26.5% | ||
| Q3 25 | — | -27.0% | ||
| Q2 25 | 24.1% | -3.7% | ||
| Q1 25 | 19.0% | -1.1% | ||
| Q4 24 | 13.3% | 2.3% | ||
| Q3 24 | 9.4% | 5.8% | ||
| Q2 24 | 22.7% | 12.7% | ||
| Q1 24 | 17.5% | 7.5% |
净利率BRWLK
| Q4 25 | 16.6% | -21.5% | ||
| Q3 25 | — | -27.6% | ||
| Q2 25 | 18.1% | -4.8% | ||
| Q1 25 | 13.4% | -1.4% | ||
| Q4 24 | 9.0% | 0.2% | ||
| Q3 24 | 5.6% | 3.5% | ||
| Q2 24 | 16.6% | 9.8% | ||
| Q1 24 | 12.4% | 5.8% |
每股收益（稀释后）BRWLK
| Q4 25 | $2.42 | $-4.22 | ||
| Q3 25 | — | $-6.06 | ||
| Q2 25 | $3.17 | $-1.11 | ||
| Q1 25 | $2.05 | $-0.31 | ||
| Q4 24 | $1.20 | $0.07 | ||
| Q3 24 | $0.68 | $0.83 | ||
| Q2 24 | $2.72 | $2.40 | ||
| Q1 24 | $1.79 | $1.34 |
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 | $2.7B |
| 总债务越低越好 | $3.2B | $5.6B |
| 股东权益账面价值 | $2.9B | $8.8B |
| 总资产 | $8.6B | $20.0B |
| 负债/权益比越低杠杆越低 | 1.10× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资BRWLK
| Q4 25 | $371.5M | $2.7B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $562.2M | $2.1B | ||
| Q1 25 | $317.9M | $2.3B | ||
| Q4 24 | $290.6M | $2.9B | ||
| Q3 24 | $293.5M | $2.9B | ||
| Q2 24 | $305.2M | $3.0B | ||
| Q1 24 | $236.4M | $3.1B |
总债务BRWLK
| Q4 25 | $3.2B | $5.6B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $3.3B | $4.7B | ||
| Q1 25 | $3.4B | $4.6B | ||
| Q4 24 | $3.7B | $4.6B | ||
| Q3 24 | $3.6B | $4.6B | ||
| Q2 24 | $3.4B | $4.9B | ||
| Q1 24 | $3.5B | $4.9B |
股东权益BRWLK
| Q4 25 | $2.9B | $8.8B | ||
| Q3 25 | — | $9.4B | ||
| Q2 25 | $2.7B | $10.3B | ||
| Q1 25 | $2.4B | $10.4B | ||
| Q4 24 | $2.2B | $10.5B | ||
| Q3 24 | $2.2B | $10.7B | ||
| Q2 24 | $2.2B | $10.6B | ||
| Q1 24 | $2.3B | $10.3B |
总资产BRWLK
| Q4 25 | $8.6B | $20.0B | ||
| Q3 25 | — | $19.8B | ||
| Q2 25 | $8.5B | $20.8B | ||
| Q1 25 | $8.3B | $20.7B | ||
| Q4 24 | $8.2B | $20.8B | ||
| Q3 24 | $8.0B | $21.1B | ||
| Q2 24 | $8.2B | $21.1B | ||
| Q1 24 | $8.2B | $21.0B |
负债/权益比BRWLK
| Q4 25 | 1.10× | 0.64× | ||
| Q3 25 | — | 0.49× | ||
| Q2 25 | 1.22× | 0.45× | ||
| Q1 25 | 1.44× | 0.44× | ||
| Q4 24 | 1.64× | 0.43× | ||
| Q3 24 | 1.63× | 0.43× | ||
| Q2 24 | 1.55× | 0.46× | ||
| Q1 24 | 1.55× | 0.47× |
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 | — | $225.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 9.5% |
| 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 | — | $-530.0M |
8季度趋势，按日历期对齐
经营现金流BRWLK
| Q4 25 | — | $225.0M | ||
| Q3 25 | — | $182.0M | ||
| Q2 25 | $699.7M | $135.0M | ||
| Q1 25 | $360.4M | $-77.0M | ||
| Q4 24 | $236.7M | $434.0M | ||
| Q3 24 | $-125.5M | $474.0M | ||
| Q2 24 | $721.0M | $237.0M | ||
| Q1 24 | $207.4M | $169.0M |
自由现金流BRWLK
| Q4 25 | — | $-16.0M | ||
| Q3 25 | — | $-57.0M | ||
| Q2 25 | $684.1M | $-132.0M | ||
| Q1 25 | $348.9M | $-325.0M | ||
| Q4 24 | $227.9M | $149.0M | ||
| Q3 24 | $-133.4M | $254.0M | ||
| Q2 24 | $703.2M | $6.0M | ||
| Q1 24 | $184.6M | $-103.0M |
自由现金流率BRWLK
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | -2.0% | ||
| Q2 25 | 33.1% | -4.5% | ||
| Q1 25 | 19.3% | -11.4% | ||
| Q4 24 | 14.3% | 5.2% | ||
| Q3 24 | -9.4% | 8.1% | ||
| Q2 24 | 36.2% | 0.2% | ||
| Q1 24 | 10.7% | -3.5% |
资本支出强度BRWLK
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | 0.8% | 9.0% | ||
| Q1 25 | 0.6% | 8.7% | ||
| Q4 24 | 0.6% | 10.0% | ||
| Q3 24 | 0.6% | 7.1% | ||
| Q2 24 | 0.9% | 7.2% | ||
| Q1 24 | 1.3% | 9.1% |
现金转化率BRWLK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | 62.00× | ||
| Q3 24 | -1.57× | 4.39× | ||
| Q2 24 | 2.23× | 0.76× | ||
| Q1 24 | 0.97× | 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% |
WLK
| Performance Materials | $930.0M | 37% |
| Housing Products | $767.0M | 30% |
| Essential Materials | $702.0M | 28% |
| Infrastructure Products | $134.0M | 5% |
