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BRADY CORP（BRC）与Hillenbrand, Inc.（HI）财务数据对比。点击上方公司名可切换其他公司
Hillenbrand, Inc.的季度营收约是BRADY CORP的1.4倍（$550.2M vs $405.3M）。BRADY CORP净利率更高（13.3% vs -0.4%，领先13.7%）。BRADY CORP同比增速更快（7.5% vs -22.2%）。BRADY CORP自由现金流更多（$22.4M vs $-31.6M）。过去两年BRADY CORP的营收复合增速更高（12.1% vs -16.3%）
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。
希伦布兰德是一家全球化多元化工业企业，设计、生产及销售专用加工设备与耐用工业解决方案，服务食品饮料、农业、制造、废弃物管理等领域，业务覆盖北美、欧洲及亚太地区。
BRC vs HI — 直观对比
营收规模更大
HI
是对方的1.4倍
$405.3M
营收增速更快
BRC
高出29.7%
-22.2%
净利率更高
BRC
高出13.7%
-0.4%
自由现金流更多
BRC
多$54.0M
$-31.6M
两年增速更快
BRC
近两年复合增速
-16.3%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $550.2M |
| 净利润 | $53.9M | $-2.2M |
| 毛利率 | 51.5% | 33.4% |
| 营业利润率 | 16.8% | -2.2% |
| 净利率 | 13.3% | -0.4% |
| 营收同比 | 7.5% | -22.2% |
| 净利润同比 | 15.3% | -134.4% |
| 每股收益（稀释后） | — | — |
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BRCHI
| Q4 25 | $405.3M | $550.2M | ||
| Q3 25 | $397.3M | $652.1M | ||
| Q2 25 | $382.6M | $598.9M | ||
| Q1 25 | $356.7M | $715.9M | ||
| Q4 24 | $377.1M | $706.9M | ||
| Q3 24 | $343.4M | $837.6M | ||
| Q2 24 | $343.4M | $786.6M | ||
| Q1 24 | $322.6M | $785.3M |
净利润BRCHI
| Q4 25 | $53.9M | $-2.2M | ||
| Q3 25 | $49.9M | $75.7M | ||
| Q2 25 | $52.3M | $1.9M | ||
| Q1 25 | $40.3M | $-40.9M | ||
| Q4 24 | $46.8M | $6.4M | ||
| Q3 24 | $55.5M | $14.6M | ||
| Q2 24 | $50.9M | $-248.9M | ||
| Q1 24 | $43.6M | $6.1M |
毛利率BRCHI
| Q4 25 | 51.5% | 33.4% | ||
| Q3 25 | 50.4% | 34.8% | ||
| Q2 25 | 51.0% | 33.8% | ||
| Q1 25 | 49.3% | 33.0% | ||
| Q4 24 | 50.3% | 33.2% | ||
| Q3 24 | 51.6% | 34.4% | ||
| Q2 24 | 51.6% | 33.9% | ||
| Q1 24 | 50.2% | 31.9% |
营业利润率BRCHI
| Q4 25 | 16.8% | -2.2% | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 17.6% | 1.8% | ||
| Q1 25 | 14.4% | -6.2% | ||
| Q4 24 | 15.6% | 2.2% | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 18.5% | -32.7% | ||
| Q1 24 | 16.7% | 1.6% |
净利率BRCHI
| Q4 25 | 13.3% | -0.4% | ||
| Q3 25 | 12.6% | 11.6% | ||
| Q2 25 | 13.7% | 0.3% | ||
| Q1 25 | 11.3% | -5.7% | ||
| Q4 24 | 12.4% | 0.9% | ||
| Q3 24 | 16.1% | 1.7% | ||
| Q2 24 | 14.8% | -31.6% | ||
| Q1 24 | 13.5% | 0.8% |
每股收益（稀释后）BRCHI
| Q4 25 | — | — | ||
| Q3 25 | — | $1.07 | ||
| Q2 25 | — | $0.03 | ||
| Q1 25 | — | $-0.58 | ||
| Q4 24 | — | $0.09 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | — | $-3.53 | ||
| 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 | $173.1M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $1.4B |
| 总资产 | $1.8B | $4.5B |
| 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BRCHI
| Q4 25 | $182.7M | $173.1M | ||
| Q3 25 | $174.3M | $164.8M | ||
| Q2 25 | $152.2M | $162.8M | ||
| Q1 25 | $138.5M | $458.4M | ||
| Q4 24 | $145.7M | $208.0M | ||
| Q3 24 | $250.1M | $199.3M | ||
| Q2 24 | $160.5M | $223.8M | ||
| Q1 24 | $143.9M | $224.4M |
总债务BRCHI
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | $1.5B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $90.9M | $1.9B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
股东权益BRCHI
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B | ||
| Q1 24 | $1.0B | $1.7B |
总资产BRCHI
| Q4 25 | $1.8B | $4.5B | ||
| Q3 25 | $1.7B | $4.5B | ||
| Q2 25 | $1.7B | $4.7B | ||
| Q1 25 | $1.6B | $4.8B | ||
| Q4 24 | $1.6B | $5.1B | ||
| Q3 24 | $1.5B | $5.2B | ||
| Q2 24 | $1.4B | $5.3B | ||
| Q1 24 | $1.4B | $5.6B |
负债/权益比BRCHI
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | 1.10× | ||
| Q2 25 | — | 1.27× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | 0.09× | 1.33× | ||
| Q2 24 | — | 1.48× | ||
| Q1 24 | — | 1.28× |
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 | $-27.4M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $-31.6M |
| 自由现金流率自由现金流/营收 | 5.5% | -5.7% |
| 资本支出强度资本支出/营收 | 2.7% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.62× | — |
| 过去12个月自由现金流最近4个季度 | $159.9M | $7.8M |
8季度趋势，按日历期对齐
经营现金流BRCHI
| Q4 25 | $33.4M | $-27.4M | ||
| Q3 25 | $58.3M | $67.7M | ||
| Q2 25 | $59.9M | $-1.5M | ||
| Q1 25 | $39.6M | $1.3M | ||
| Q4 24 | $23.4M | $-11.3M | ||
| Q3 24 | $84.0M | $166.5M | ||
| Q2 24 | $72.7M | $45.6M | ||
| Q1 24 | $36.1M | $3.2M |
自由现金流BRCHI
| Q4 25 | $22.4M | $-31.6M | ||
| Q3 25 | $49.4M | $58.6M | ||
| Q2 25 | $55.6M | $-11.2M | ||
| Q1 25 | $32.5M | $-8.0M | ||
| Q4 24 | $16.1M | $-21.5M | ||
| Q3 24 | $73.2M | $153.4M | ||
| Q2 24 | $64.4M | $29.7M | ||
| Q1 24 | $-13.5M | $-9.6M |
自由现金流率BRCHI
| Q4 25 | 5.5% | -5.7% | ||
| Q3 25 | 12.4% | 9.0% | ||
| Q2 25 | 14.5% | -1.9% | ||
| Q1 25 | 9.1% | -1.1% | ||
| Q4 24 | 4.3% | -3.0% | ||
| Q3 24 | 21.3% | 18.3% | ||
| Q2 24 | 18.8% | 3.8% | ||
| Q1 24 | -4.2% | -1.2% |
资本支出强度BRCHI
| Q4 25 | 2.7% | 0.8% | ||
| Q3 25 | 2.2% | 1.4% | ||
| Q2 25 | 1.1% | 1.6% | ||
| Q1 25 | 2.0% | 1.3% | ||
| Q4 24 | 1.9% | 1.4% | ||
| Q3 24 | 3.1% | 1.6% | ||
| Q2 24 | 2.4% | 2.0% | ||
| Q1 24 | 15.4% | 1.6% |
现金转化率BRCHI
| Q4 25 | 0.62× | — | ||
| Q3 25 | 1.17× | 0.89× | ||
| Q2 25 | 1.15× | -0.79× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.50× | -1.77× | ||
| Q3 24 | 1.51× | 11.40× | ||
| Q2 24 | 1.43× | — | ||
| Q1 24 | 0.83× | 0.52× |
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% |
HI
| Transferred At Point In Time | $256.5M | 47% |
| Transferred Over Time | $207.1M | 38% |
| Molding Technology Solutions | $86.6M | 16% |
