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BRADY CORP（BRC）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是BRADY CORP的1.2倍（$469.1M vs $405.3M），ROYAL GOLD INC净利率更高（60.0% vs 13.3%，领先46.7%），ROYAL GOLD INC同比增速更快（142.6% vs 7.5%），ROYAL GOLD INC自由现金流更多（$278.9M vs $22.4M），过去两年ROYAL GOLD INC的营收复合增速更高（64.2% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
BRC vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.2倍
$405.3M
营收增速更快
RGLD
高出135.1%
7.5%
净利率更高
RGLD
高出46.7%
13.3%
自由现金流更多
RGLD
多$256.5M
$22.4M
两年增速更快
RGLD
近两年复合增速
12.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $469.1M |
| 净利润 | $53.9M | $281.7M |
| 毛利率 | 51.5% | — |
| 营业利润率 | 16.8% | 63.3% |
| 净利率 | 13.3% | 60.0% |
| 营收同比 | 7.5% | 142.6% |
| 净利润同比 | 15.3% | 147.7% |
| 每股收益（稀释后） | — | $3.30 |
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BRCRGLD
| Q1 26 | — | $469.1M | ||
| Q4 25 | $405.3M | $375.3M | ||
| Q3 25 | $397.3M | $252.1M | ||
| Q2 25 | $382.6M | $209.6M | ||
| Q1 25 | $356.7M | $193.4M | ||
| Q4 24 | $377.1M | $202.6M | ||
| Q3 24 | $343.4M | $193.8M | ||
| Q2 24 | $343.4M | $174.1M |
净利润BRCRGLD
| Q1 26 | — | $281.7M | ||
| Q4 25 | $53.9M | $93.6M | ||
| Q3 25 | $49.9M | $126.8M | ||
| Q2 25 | $52.3M | $132.3M | ||
| Q1 25 | $40.3M | $113.5M | ||
| Q4 24 | $46.8M | $107.4M | ||
| Q3 24 | $55.5M | $96.2M | ||
| Q2 24 | $50.9M | $81.2M |
毛利率BRCRGLD
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 64.6% | ||
| Q3 25 | 50.4% | 73.6% | ||
| Q2 25 | 51.0% | 72.6% | ||
| Q1 25 | 49.3% | 69.4% | ||
| Q4 24 | 50.3% | 70.3% | ||
| Q3 24 | 51.6% | 66.6% | ||
| Q2 24 | 51.6% | 64.7% |
营业利润率BRCRGLD
| Q1 26 | — | 63.3% | ||
| Q4 25 | 16.8% | 56.2% | ||
| Q3 25 | 14.9% | 64.4% | ||
| Q2 25 | 17.6% | 67.7% | ||
| Q1 25 | 14.4% | 63.6% | ||
| Q4 24 | 15.6% | 65.9% | ||
| Q3 24 | 19.3% | 61.3% | ||
| Q2 24 | 18.5% | 58.6% |
净利率BRCRGLD
| Q1 26 | — | 60.0% | ||
| Q4 25 | 13.3% | 24.9% | ||
| Q3 25 | 12.6% | 50.3% | ||
| Q2 25 | 13.7% | 63.1% | ||
| Q1 25 | 11.3% | 58.7% | ||
| Q4 24 | 12.4% | 53.0% | ||
| Q3 24 | 16.1% | 49.7% | ||
| Q2 24 | 14.8% | 46.6% |
每股收益（稀释后）BRCRGLD
| Q1 26 | — | $3.30 | ||
| Q4 25 | — | $1.04 | ||
| Q3 25 | — | $1.92 | ||
| Q2 25 | — | $2.01 | ||
| Q1 25 | — | $1.72 | ||
| Q4 24 | — | $1.63 | ||
| Q3 24 | — | $1.46 | ||
| Q2 24 | — | $1.23 |
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 | $234.1M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $7.5B |
| 总资产 | $1.8B | $9.5B |
| 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BRCRGLD
| Q1 26 | — | $234.1M | ||
| Q4 25 | $182.7M | $233.7M | ||
| Q3 25 | $174.3M | $172.8M | ||
| Q2 25 | $152.2M | $248.2M | ||
| Q1 25 | $138.5M | $240.8M | ||
| Q4 24 | $145.7M | $195.5M | ||
| Q3 24 | $250.1M | $127.9M | ||
| Q2 24 | $160.5M | $74.2M |
总债务BRCRGLD
| Q1 26 | — | — | ||
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $90.9M | $0 | ||
| Q2 24 | — | $50.0M |
股东权益BRCRGLD
| Q1 26 | — | $7.5B | ||
| Q4 25 | $1.2B | $7.2B | ||
| Q3 25 | $1.2B | $3.4B | ||
| Q2 25 | $1.2B | $3.3B | ||
| Q1 25 | $1.1B | $3.2B | ||
| Q4 24 | $1.1B | $3.1B | ||
| Q3 24 | $1.1B | $3.0B | ||
| Q2 24 | $1.0B | $3.0B |
总资产BRCRGLD
| Q1 26 | — | $9.5B | ||
| Q4 25 | $1.8B | $9.5B | ||
| Q3 25 | $1.7B | $4.5B | ||
| Q2 25 | $1.7B | $3.6B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.6B | $3.4B | ||
| Q3 24 | $1.5B | $3.3B | ||
| Q2 24 | $1.4B | $3.3B |
负债/权益比BRCRGLD
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.09× | 0.00× | ||
| Q2 24 | — | 0.02× |
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 | $293.6M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $278.9M |
| 自由现金流率自由现金流/营收 | 5.5% | 59.4% |
| 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× | 1.04× |
| 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BRCRGLD
| Q1 26 | — | $293.6M | ||
| Q4 25 | $33.4M | $241.7M | ||
| Q3 25 | $58.3M | $174.0M | ||
| Q2 25 | $59.9M | $152.8M | ||
| Q1 25 | $39.6M | $136.4M | ||
| Q4 24 | $23.4M | $141.1M | ||
| Q3 24 | $84.0M | $136.7M | ||
| Q2 24 | $72.7M | $113.5M |
自由现金流BRCRGLD
| Q1 26 | — | $278.9M | ||
| 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 | — |
自由现金流率BRCRGLD
| Q1 26 | — | 59.4% | ||
| 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% | — |
资本支出强度BRCRGLD
| Q1 26 | — | — | ||
| 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% | — |
现金转化率BRCRGLD
| Q1 26 | — | 1.04× | ||
| Q4 25 | 0.62× | 2.58× | ||
| Q3 25 | 1.17× | 1.37× | ||
| Q2 25 | 1.15× | 1.15× | ||
| Q1 25 | 0.98× | 1.20× | ||
| Q4 24 | 0.50× | 1.31× | ||
| Q3 24 | 1.51× | 1.42× | ||
| Q2 24 | 1.43× | 1.40× |
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% |
RGLD
| North America | $258.0M | 55% |
| South and Central America | $110.2M | 23% |
| Europe, Middle East, Africa (EMEA) | $84.8M | 18% |
| Australia Pacific | $16.1M | 3% |
