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BRADY CORP（BRC）与DAKTRONICS INC（DAKT）财务数据对比。点击上方公司名可切换其他公司
BRADY CORP的季度营收约是DAKTRONICS INC的1.8倍（$405.3M vs $229.3M）。BRADY CORP净利率更高（13.3% vs 7.6%，领先5.7%）。DAKTRONICS INC同比增速更快（10.0% vs 7.5%）。BRADY CORP自由现金流更多（$22.4M vs $14.0M）。过去两年DAKTRONICS INC的营收复合增速更高（16.0% vs 12.1%）
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商，1914年创立，总部位于威斯康星州密尔沃基，在美洲、欧洲、亚洲、澳洲拥有6600名员工，业务覆盖全球，为各行业客户提供工作场景所需的零部件标识相关产品与服务。
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
BRC vs DAKT — 直观对比
营收规模更大
BRC
是对方的1.8倍
$229.3M
营收增速更快
DAKT
高出2.6%
7.5%
净利率更高
BRC
高出5.7%
7.6%
自由现金流更多
BRC
多$8.3M
$14.0M
两年增速更快
DAKT
近两年复合增速
12.1%
损益表 — Q1 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $229.3M |
| 净利润 | $53.9M | $17.5M |
| 毛利率 | 51.5% | 27.0% |
| 营业利润率 | 16.8% | 9.4% |
| 净利率 | 13.3% | 7.6% |
| 营收同比 | 7.5% | 10.0% |
| 净利润同比 | 15.3% | -18.3% |
| 每股收益（稀释后） | — | $0.35 |
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BRCDAKT
| Q4 25 | $405.3M | $229.3M | ||
| Q3 25 | $397.3M | $219.0M | ||
| Q2 25 | $382.6M | $172.6M | ||
| Q1 25 | $356.7M | $149.5M | ||
| Q4 24 | $377.1M | $208.3M | ||
| Q3 24 | $343.4M | $226.1M | ||
| Q2 24 | $343.4M | $215.9M | ||
| Q1 24 | $322.6M | $170.3M |
净利润BRCDAKT
| Q4 25 | $53.9M | $17.5M | ||
| Q3 25 | $49.9M | $16.5M | ||
| Q2 25 | $52.3M | $-9.4M | ||
| Q1 25 | $40.3M | $-17.2M | ||
| Q4 24 | $46.8M | $21.4M | ||
| Q3 24 | $55.5M | $-4.9M | ||
| Q2 24 | $50.9M | $2.5M | ||
| Q1 24 | $43.6M | $10.7M |
毛利率BRCDAKT
| Q4 25 | 51.5% | 27.0% | ||
| Q3 25 | 50.4% | 29.7% | ||
| Q2 25 | 51.0% | 25.0% | ||
| Q1 25 | 49.3% | 24.6% | ||
| Q4 24 | 50.3% | 26.8% | ||
| Q3 24 | 51.6% | 26.4% | ||
| Q2 24 | 51.6% | 25.7% | ||
| Q1 24 | 50.2% | 24.5% |
营业利润率BRCDAKT
| Q4 25 | 16.8% | 9.4% | ||
| Q3 25 | 14.9% | 10.6% | ||
| Q2 25 | 17.6% | -1.0% | ||
| Q1 25 | 14.4% | -2.4% | ||
| Q4 24 | 15.6% | 7.6% | ||
| Q3 24 | 19.3% | 10.0% | ||
| Q2 24 | 18.5% | 9.0% | ||
| Q1 24 | 16.7% | 4.7% |
净利率BRCDAKT
| Q4 25 | 13.3% | 7.6% | ||
| Q3 25 | 12.6% | 7.5% | ||
| Q2 25 | 13.7% | -5.5% | ||
| Q1 25 | 11.3% | -11.5% | ||
| Q4 24 | 12.4% | 10.3% | ||
| Q3 24 | 16.1% | -2.2% | ||
| Q2 24 | 14.8% | 1.2% | ||
| Q1 24 | 13.5% | 6.3% |
每股收益（稀释后）BRCDAKT
| Q4 25 | — | $0.35 | ||
| Q3 25 | — | $0.33 | ||
| Q2 25 | — | $0.04 | ||
| Q1 25 | — | $-0.36 | ||
| Q4 24 | — | $0.22 | ||
| Q3 24 | — | $-0.11 | ||
| Q2 24 | — | $0.18 | ||
| Q1 24 | — | $0.09 |
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 | $182.7M | $149.6M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $297.5M |
| 总资产 | $1.8B | $548.4M |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资BRCDAKT
| Q4 25 | $182.7M | $149.6M | ||
| Q3 25 | $174.3M | $136.9M | ||
| Q2 25 | $152.2M | $127.5M | ||
| Q1 25 | $138.5M | $132.2M | ||
| Q4 24 | $145.7M | $134.4M | ||
| Q3 24 | $250.1M | $96.8M | ||
| Q2 24 | $160.5M | $81.3M | ||
| Q1 24 | $143.9M | $76.8M |
总债务BRCDAKT
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $90.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BRCDAKT
| Q4 25 | $1.2B | $297.5M | ||
| Q3 25 | $1.2B | $279.8M | ||
| Q2 25 | $1.2B | $271.9M | ||
| Q1 25 | $1.1B | $272.3M | ||
| Q4 24 | $1.1B | $260.9M | ||
| Q3 24 | $1.1B | $238.2M | ||
| Q2 24 | $1.0B | $238.8M | ||
| Q1 24 | $1.0B | $236.2M |
总资产BRCDAKT
| Q4 25 | $1.8B | $548.4M | ||
| Q3 25 | $1.7B | $545.6M | ||
| Q2 25 | $1.7B | $502.9M | ||
| Q1 25 | $1.6B | $524.2M | ||
| Q4 24 | $1.6B | $551.9M | ||
| Q3 24 | $1.5B | $553.9M | ||
| Q2 24 | $1.4B | $527.9M | ||
| Q1 24 | $1.4B | $499.2M |
负债/权益比BRCDAKT
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.4M | $16.5M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $14.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 6.1% |
| 资本支出强度资本支出/营收 | 2.7% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.62× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $159.9M | $61.7M |
8季度趋势，按日历期对齐
经营现金流BRCDAKT
| Q4 25 | $33.4M | $16.5M | ||
| Q3 25 | $58.3M | $26.1M | ||
| Q2 25 | $59.9M | $22.9M | ||
| Q1 25 | $39.6M | $12.0M | ||
| Q4 24 | $23.4M | $43.3M | ||
| Q3 24 | $84.0M | $19.5M | ||
| Q2 24 | $72.7M | $9.5M | ||
| Q1 24 | $36.1M | $9.5M |
自由现金流BRCDAKT
| Q4 25 | $22.4M | $14.0M | ||
| Q3 25 | $49.4M | $21.8M | ||
| Q2 25 | $55.6M | $18.0M | ||
| Q1 25 | $32.5M | $7.8M | ||
| Q4 24 | $16.1M | $38.0M | ||
| Q3 24 | $73.2M | $14.4M | ||
| Q2 24 | $64.4M | $6.1M | ||
| Q1 24 | $-13.5M | $5.1M |
自由现金流率BRCDAKT
| Q4 25 | 5.5% | 6.1% | ||
| Q3 25 | 12.4% | 10.0% | ||
| Q2 25 | 14.5% | 10.5% | ||
| Q1 25 | 9.1% | 5.2% | ||
| Q4 24 | 4.3% | 18.2% | ||
| Q3 24 | 21.3% | 6.4% | ||
| Q2 24 | 18.8% | 2.8% | ||
| Q1 24 | -4.2% | 3.0% |
资本支出强度BRCDAKT
| Q4 25 | 2.7% | 1.1% | ||
| Q3 25 | 2.2% | 2.0% | ||
| Q2 25 | 1.1% | 2.8% | ||
| Q1 25 | 2.0% | 2.8% | ||
| Q4 24 | 1.9% | 2.6% | ||
| Q3 24 | 3.1% | 2.2% | ||
| Q2 24 | 2.4% | 1.6% | ||
| Q1 24 | 15.4% | 2.6% |
现金转化率BRCDAKT
| Q4 25 | 0.62× | 0.94× | ||
| Q3 25 | 1.17× | 1.58× | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.50× | 2.02× | ||
| Q3 24 | 1.51× | — | ||
| Q2 24 | 1.43× | 3.75× | ||
| Q1 24 | 0.83× | 0.88× |
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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
