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BRADY CORP（BRC）与FirstCash Holdings, Inc.（FCFS）财务数据对比。点击上方公司名可切换其他公司
FirstCash Holdings, Inc.的季度营收约是BRADY CORP的1.2倍（$501.3M vs $405.3M），FirstCash Holdings, Inc.净利率更高（20.8% vs 13.3%，领先7.5%），FirstCash Holdings, Inc.同比增速更快（21.2% vs 7.5%），过去两年FirstCash Holdings, Inc.的营收复合增速更高（16.9% 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。
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
BRC vs FCFS — 直观对比
营收规模更大
FCFS
是对方的1.2倍
$405.3M
营收增速更快
FCFS
高出13.7%
7.5%
净利率更高
FCFS
高出7.5%
13.3%
两年增速更快
FCFS
近两年复合增速
12.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $501.3M |
| 净利润 | $53.9M | $104.2M |
| 毛利率 | 51.5% | — |
| 营业利润率 | 16.8% | 28.5% |
| 净利率 | 13.3% | 20.8% |
| 营收同比 | 7.5% | 21.2% |
| 净利润同比 | 15.3% | 24.7% |
| 每股收益（稀释后） | — | $2.35 |
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BRCFCFS
| Q4 25 | $405.3M | $501.3M | ||
| Q3 25 | $397.3M | $411.0M | ||
| Q2 25 | $382.6M | $385.1M | ||
| Q1 25 | $356.7M | $371.1M | ||
| Q4 24 | $377.1M | $413.7M | ||
| Q3 24 | $343.4M | $363.1M | ||
| Q2 24 | $343.4M | $363.5M | ||
| Q1 24 | $322.6M | $366.8M |
净利润BRCFCFS
| Q4 25 | $53.9M | $104.2M | ||
| Q3 25 | $49.9M | $82.8M | ||
| Q2 25 | $52.3M | $59.8M | ||
| Q1 25 | $40.3M | $83.6M | ||
| Q4 24 | $46.8M | $83.5M | ||
| Q3 24 | $55.5M | $64.8M | ||
| Q2 24 | $50.9M | $49.1M | ||
| Q1 24 | $43.6M | $61.4M |
毛利率BRCFCFS
| Q4 25 | 51.5% | — | ||
| Q3 25 | 50.4% | — | ||
| Q2 25 | 51.0% | — | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 50.3% | — | ||
| Q3 24 | 51.6% | — | ||
| Q2 24 | 51.6% | — | ||
| Q1 24 | 50.2% | — |
营业利润率BRCFCFS
| Q4 25 | 16.8% | 28.5% | ||
| Q3 25 | 14.9% | 27.4% | ||
| Q2 25 | 17.6% | 21.1% | ||
| Q1 25 | 14.4% | 30.0% | ||
| Q4 24 | 15.6% | 26.5% | ||
| Q3 24 | 19.3% | 23.5% | ||
| Q2 24 | 18.5% | 18.2% | ||
| Q1 24 | 16.7% | 22.3% |
净利率BRCFCFS
| Q4 25 | 13.3% | 20.8% | ||
| Q3 25 | 12.6% | 20.1% | ||
| Q2 25 | 13.7% | 15.5% | ||
| Q1 25 | 11.3% | 22.5% | ||
| Q4 24 | 12.4% | 20.2% | ||
| Q3 24 | 16.1% | 17.9% | ||
| Q2 24 | 14.8% | 13.5% | ||
| Q1 24 | 13.5% | 16.7% |
每股收益（稀释后）BRCFCFS
| Q4 25 | — | $2.35 | ||
| Q3 25 | — | $1.86 | ||
| Q2 25 | — | $1.34 | ||
| Q1 25 | — | $1.87 | ||
| Q4 24 | — | $1.86 | ||
| Q3 24 | — | $1.44 | ||
| Q2 24 | — | $1.08 | ||
| Q1 24 | — | $1.35 |
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 | $125.2M |
| 总债务越低越好 | $115.9M | $2.2B |
| 股东权益账面价值 | $1.2B | $2.3B |
| 总资产 | $1.8B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资BRCFCFS
| Q4 25 | $182.7M | $125.2M | ||
| Q3 25 | $174.3M | $130.2M | ||
| Q2 25 | $152.2M | $101.5M | ||
| Q1 25 | $138.5M | $146.0M | ||
| Q4 24 | $145.7M | $175.1M | ||
| Q3 24 | $250.1M | $106.3M | ||
| Q2 24 | $160.5M | $113.7M | ||
| Q1 24 | $143.9M | $135.1M |
总债务BRCFCFS
| Q4 25 | $115.9M | $2.2B | ||
| Q3 25 | $99.8M | $2.2B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $90.9M | $1.7B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.5B |
股东权益BRCFCFS
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.0B | $2.0B | ||
| Q1 24 | $1.0B | $2.0B |
总资产BRCFCFS
| Q4 25 | $1.8B | $5.3B | ||
| Q3 25 | $1.7B | $5.2B | ||
| Q2 25 | $1.7B | $4.5B | ||
| Q1 25 | $1.6B | $4.4B | ||
| Q4 24 | $1.6B | $4.5B | ||
| Q3 24 | $1.5B | $4.4B | ||
| Q2 24 | $1.4B | $4.3B | ||
| Q1 24 | $1.4B | $4.2B |
负债/权益比BRCFCFS
| Q4 25 | 0.09× | 0.98× | ||
| Q3 25 | 0.08× | 1.01× | ||
| Q2 25 | — | 0.79× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | 0.09× | 0.87× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.75× |
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 | $206.6M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | — |
| 自由现金流率自由现金流/营收 | 5.5% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 0.62× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $159.9M | — |
8季度趋势，按日历期对齐
经营现金流BRCFCFS
| Q4 25 | $33.4M | $206.6M | ||
| Q3 25 | $58.3M | $135.8M | ||
| Q2 25 | $59.9M | $116.9M | ||
| Q1 25 | $39.6M | $126.6M | ||
| Q4 24 | $23.4M | $198.1M | ||
| Q3 24 | $84.0M | $113.1M | ||
| Q2 24 | $72.7M | $106.2M | ||
| Q1 24 | $36.1M | $122.5M |
自由现金流BRCFCFS
| Q4 25 | $22.4M | — | ||
| Q3 25 | $49.4M | — | ||
| Q2 25 | $55.6M | — | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $73.2M | — | ||
| Q2 24 | $64.4M | — | ||
| Q1 24 | $-13.5M | — |
自由现金流率BRCFCFS
| Q4 25 | 5.5% | — | ||
| Q3 25 | 12.4% | — | ||
| Q2 25 | 14.5% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 18.8% | — | ||
| Q1 24 | -4.2% | — |
资本支出强度BRCFCFS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 15.4% | — |
现金转化率BRCFCFS
| Q4 25 | 0.62× | 1.98× | ||
| Q3 25 | 1.17× | 1.64× | ||
| Q2 25 | 1.15× | 1.95× | ||
| Q1 25 | 0.98× | 1.51× | ||
| Q4 24 | 0.50× | 2.37× | ||
| Q3 24 | 1.51× | 1.74× | ||
| Q2 24 | 1.43× | 2.16× | ||
| Q1 24 | 0.83× | 2.00× |
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% |
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
