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BRADY CORP（BRC）与Oil-Dri Corp of America（ODC）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Oil-Dri Corp of America的3.4倍（$405.3M vs $120.5M）。BRADY CORP净利率更高（13.3% vs 12.8%，领先0.5%）。BRADY CORP同比增速更快（7.5% vs -5.8%）。BRADY CORP自由现金流更多（$22.4M vs $1.3M）。过去两年BRADY CORP的营收复合增速更高（12.1% vs 6.8%）
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。
美国Oil-Dri公司是专业吸附剂及黏土基产品生产商，主营工业溢油清理吸附材料、猫砂等宠物护理产品、农业土壤改良剂及运动场场地调理材料，客户覆盖北美及全球多个商业领域。
BRC vs ODC — 直观对比
营收规模更大
BRC
是对方的3.4倍
$120.5M
营收增速更快
BRC
高出13.3%
-5.8%
净利率更高
BRC
高出0.5%
12.8%
自由现金流更多
BRC
多$21.1M
$1.3M
两年增速更快
BRC
近两年复合增速
6.8%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $120.5M |
| 净利润 | $53.9M | $15.5M |
| 毛利率 | 51.5% | 29.5% |
| 营业利润率 | 16.8% | 14.1% |
| 净利率 | 13.3% | 12.8% |
| 营收同比 | 7.5% | -5.8% |
| 净利润同比 | 15.3% | -5.6% |
| 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BRCODC
| Q4 25 | $405.3M | $120.5M | ||
| Q3 25 | $397.3M | $125.2M | ||
| Q2 25 | $382.6M | $115.5M | ||
| Q1 25 | $356.7M | $116.9M | ||
| Q4 24 | $377.1M | $127.9M | ||
| Q3 24 | $343.4M | $113.7M | ||
| Q2 24 | $343.4M | $106.8M | ||
| Q1 24 | $322.6M | $105.7M |
净利润BRCODC
| Q4 25 | $53.9M | $15.5M | ||
| Q3 25 | $49.9M | $13.1M | ||
| Q2 25 | $52.3M | $11.6M | ||
| Q1 25 | $40.3M | $12.9M | ||
| Q4 24 | $46.8M | $16.4M | ||
| Q3 24 | $55.5M | $8.5M | ||
| Q2 24 | $50.9M | $7.8M | ||
| Q1 24 | $43.6M | $12.4M |
毛利率BRCODC
| Q4 25 | 51.5% | 29.5% | ||
| Q3 25 | 50.4% | 27.8% | ||
| Q2 25 | 51.0% | 28.6% | ||
| Q1 25 | 49.3% | 29.5% | ||
| Q4 24 | 50.3% | 31.9% | ||
| Q3 24 | 51.6% | 29.0% | ||
| Q2 24 | 51.6% | 28.2% | ||
| Q1 24 | 50.2% | 29.3% |
营业利润率BRCODC
| Q4 25 | 16.8% | 14.1% | ||
| Q3 25 | 14.9% | 12.5% | ||
| Q2 25 | 17.6% | 12.0% | ||
| Q1 25 | 14.4% | 15.0% | ||
| Q4 24 | 15.6% | 16.6% | ||
| Q3 24 | 19.3% | 11.3% | ||
| Q2 24 | 18.5% | 9.8% | ||
| Q1 24 | 16.7% | 14.4% |
净利率BRCODC
| Q4 25 | 13.3% | 12.8% | ||
| Q3 25 | 12.6% | 10.4% | ||
| Q2 25 | 13.7% | 10.1% | ||
| Q1 25 | 11.3% | 11.1% | ||
| Q4 24 | 12.4% | 12.8% | ||
| Q3 24 | 16.1% | 7.5% | ||
| Q2 24 | 14.8% | 7.3% | ||
| Q1 24 | 13.5% | 11.7% |
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 | $42.4M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $266.5M |
| 总资产 | $1.8B | $380.7M |
| 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BRCODC
| Q4 25 | $182.7M | $42.4M | ||
| Q3 25 | $174.3M | $50.5M | ||
| Q2 25 | $152.2M | $36.5M | ||
| Q1 25 | $138.5M | $22.6M | ||
| Q4 24 | $145.7M | $12.5M | ||
| Q3 24 | $250.1M | $23.5M | ||
| Q2 24 | $160.5M | $46.8M | ||
| Q1 24 | $143.9M | $27.8M |
总债务BRCODC
| 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BRCODC
| Q4 25 | $1.2B | $266.5M | ||
| Q3 25 | $1.2B | $259.1M | ||
| Q2 25 | $1.2B | $246.9M | ||
| Q1 25 | $1.1B | $235.9M | ||
| Q4 24 | $1.1B | $224.0M | ||
| Q3 24 | $1.1B | $210.6M | ||
| Q2 24 | $1.0B | $202.9M | ||
| Q1 24 | $1.0B | $196.0M |
总资产BRCODC
| Q4 25 | $1.8B | $380.7M | ||
| Q3 25 | $1.7B | $391.7M | ||
| Q2 25 | $1.7B | $369.5M | ||
| Q1 25 | $1.6B | $353.7M | ||
| Q4 24 | $1.6B | $350.2M | ||
| Q3 24 | $1.5B | $354.6M | ||
| Q2 24 | $1.4B | $319.2M | ||
| Q1 24 | $1.4B | $296.2M |
负债/权益比BRCODC
| 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 | $10.3M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $1.3M |
| 自由现金流率自由现金流/营收 | 5.5% | 1.1% |
| 资本支出强度资本支出/营收 | 2.7% | 7.5% |
| 现金转化率经营现金流/净利润 | 0.62× | 0.67× |
| 过去12个月自由现金流最近4个季度 | $159.9M | $50.8M |
8季度趋势，按日历期对齐
经营现金流BRCODC
| Q4 25 | $33.4M | $10.3M | ||
| Q3 25 | $58.3M | $25.2M | ||
| Q2 25 | $59.9M | $22.7M | ||
| Q1 25 | $39.6M | $21.4M | ||
| Q4 24 | $23.4M | $10.9M | ||
| Q3 24 | $84.0M | $23.4M | ||
| Q2 24 | $72.7M | $19.0M | ||
| Q1 24 | $36.1M | $9.4M |
自由现金流BRCODC
| Q4 25 | $22.4M | $1.3M | ||
| Q3 25 | $49.4M | $17.1M | ||
| Q2 25 | $55.6M | $16.0M | ||
| Q1 25 | $32.5M | $16.4M | ||
| Q4 24 | $16.1M | $-1.9M | ||
| Q3 24 | $73.2M | $15.1M | ||
| Q2 24 | $64.4M | $10.8M | ||
| Q1 24 | $-13.5M | $1.9M |
自由现金流率BRCODC
| Q4 25 | 5.5% | 1.1% | ||
| Q3 25 | 12.4% | 13.7% | ||
| Q2 25 | 14.5% | 13.8% | ||
| Q1 25 | 9.1% | 14.0% | ||
| Q4 24 | 4.3% | -1.5% | ||
| Q3 24 | 21.3% | 13.3% | ||
| Q2 24 | 18.8% | 10.1% | ||
| Q1 24 | -4.2% | 1.8% |
资本支出强度BRCODC
| Q4 25 | 2.7% | 7.5% | ||
| Q3 25 | 2.2% | 6.5% | ||
| Q2 25 | 1.1% | 5.8% | ||
| Q1 25 | 2.0% | 4.3% | ||
| Q4 24 | 1.9% | 10.0% | ||
| Q3 24 | 3.1% | 7.3% | ||
| Q2 24 | 2.4% | 7.7% | ||
| Q1 24 | 15.4% | 7.1% |
现金转化率BRCODC
| Q4 25 | 0.62× | 0.67× | ||
| Q3 25 | 1.17× | 1.93× | ||
| Q2 25 | 1.15× | 1.95× | ||
| Q1 25 | 0.98× | 1.66× | ||
| Q4 24 | 0.50× | 0.67× | ||
| Q3 24 | 1.51× | 2.74× | ||
| Q2 24 | 1.43× | 2.44× | ||
| Q1 24 | 0.83× | 0.76× |
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% |
ODC
| Cat Litter | $64.6M | 54% |
| Fluids Purification | $26.7M | 22% |
| Agriculturaland Horticultural | $12.9M | 11% |
| Industrialand Sports | $11.6M | 10% |
| Animal Healthand Nutrition | $4.7M | 4% |
