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BRADY CORP（BRC）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是BRADY CORP的1.5倍（$622.0M vs $405.3M），Royalty Pharma plc净利率更高（34.4% vs 13.3%，领先21.1%），BRADY CORP同比增速更快（7.5% vs 4.8%），过去两年BRADY CORP的营收复合增速更高（12.1% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
BRC vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.5倍
$405.3M
营收增速更快
BRC
高出2.7%
4.8%
净利率更高
RPRX
高出21.1%
13.3%
两年增速更快
BRC
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $622.0M |
| 净利润 | $53.9M | $214.2M |
| 毛利率 | 51.5% | — |
| 营业利润率 | 16.8% | 62.4% |
| 净利率 | 13.3% | 34.4% |
| 营收同比 | 7.5% | 4.8% |
| 净利润同比 | 15.3% | 2.9% |
| 每股收益（稀释后） | — | $0.49 |
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BRCRPRX
| Q4 25 | $405.3M | $622.0M | ||
| Q3 25 | $397.3M | $609.3M | ||
| Q2 25 | $382.6M | $578.7M | ||
| Q1 25 | $356.7M | $568.2M | ||
| Q4 24 | $377.1M | $593.6M | ||
| Q3 24 | $343.4M | $564.7M | ||
| Q2 24 | $343.4M | $537.3M | ||
| Q1 24 | $322.6M | $568.0M |
净利润BRCRPRX
| Q4 25 | $53.9M | $214.2M | ||
| Q3 25 | $49.9M | $288.2M | ||
| Q2 25 | $52.3M | $30.2M | ||
| Q1 25 | $40.3M | $238.3M | ||
| Q4 24 | $46.8M | $208.2M | ||
| Q3 24 | $55.5M | $544.0M | ||
| Q2 24 | $50.9M | $102.0M | ||
| Q1 24 | $43.6M | $4.8M |
毛利率BRCRPRX
| 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BRCRPRX
| Q4 25 | 16.8% | 62.4% | ||
| Q3 25 | 14.9% | 70.1% | ||
| Q2 25 | 17.6% | 36.3% | ||
| Q1 25 | 14.4% | 94.0% | ||
| Q4 24 | 15.6% | 60.9% | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 18.5% | 50.2% | ||
| Q1 24 | 16.7% | -13.0% |
净利率BRCRPRX
| Q4 25 | 13.3% | 34.4% | ||
| Q3 25 | 12.6% | 47.3% | ||
| Q2 25 | 13.7% | 5.2% | ||
| Q1 25 | 11.3% | 41.9% | ||
| Q4 24 | 12.4% | 35.1% | ||
| Q3 24 | 16.1% | 96.3% | ||
| Q2 24 | 14.8% | 19.0% | ||
| Q1 24 | 13.5% | 0.8% |
每股收益（稀释后）BRCRPRX
| Q4 25 | — | $0.49 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $0.55 | ||
| Q4 24 | — | $0.46 | ||
| Q3 24 | — | $1.21 | ||
| Q2 24 | — | $0.23 | ||
| Q1 24 | — | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $115.9M | $9.0B |
| 股东权益账面价值 | $1.2B | $9.7B |
| 总资产 | $1.8B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资BRCRPRX
| Q4 25 | $182.7M | $618.7M | ||
| Q3 25 | $174.3M | $938.9M | ||
| Q2 25 | $152.2M | $631.9M | ||
| Q1 25 | $138.5M | $1.1B | ||
| Q4 24 | $145.7M | $929.0M | ||
| Q3 24 | $250.1M | $950.1M | ||
| Q2 24 | $160.5M | $1.8B | ||
| Q1 24 | $143.9M | $843.0M |
总债务BRCRPRX
| Q4 25 | $115.9M | $9.0B | ||
| Q3 25 | $99.8M | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | $90.9M | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益BRCRPRX
| Q4 25 | $1.2B | $9.7B | ||
| Q3 25 | $1.2B | $9.6B | ||
| Q2 25 | $1.2B | $9.5B | ||
| Q1 25 | $1.1B | $9.8B | ||
| Q4 24 | $1.1B | $10.3B | ||
| Q3 24 | $1.1B | $10.3B | ||
| Q2 24 | $1.0B | $9.8B | ||
| Q1 24 | $1.0B | $9.9B |
总资产BRCRPRX
| Q4 25 | $1.8B | $19.6B | ||
| Q3 25 | $1.7B | $19.3B | ||
| Q2 25 | $1.7B | $18.3B | ||
| Q1 25 | $1.6B | $17.6B | ||
| Q4 24 | $1.6B | $18.2B | ||
| Q3 24 | $1.5B | $18.0B | ||
| Q2 24 | $1.4B | $17.7B | ||
| Q1 24 | $1.4B | $16.1B |
负债/权益比BRCRPRX
| Q4 25 | 0.09× | 0.92× | ||
| Q3 25 | 0.08× | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | 0.09× | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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BRCRPRX
| Q4 25 | $33.4M | $827.1M | ||
| Q3 25 | $58.3M | $702.6M | ||
| Q2 25 | $59.9M | $364.0M | ||
| Q1 25 | $39.6M | $596.1M | ||
| Q4 24 | $23.4M | $742.5M | ||
| Q3 24 | $84.0M | $703.6M | ||
| Q2 24 | $72.7M | $658.2M | ||
| Q1 24 | $36.1M | $664.6M |
自由现金流BRCRPRX
| 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BRCRPRX
| 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BRCRPRX
| 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BRCRPRX
| Q4 25 | 0.62× | 3.86× | ||
| Q3 25 | 1.17× | 2.44× | ||
| Q2 25 | 1.15× | 12.06× | ||
| Q1 25 | 0.98× | 2.50× | ||
| Q4 24 | 0.50× | 3.57× | ||
| Q3 24 | 1.51× | 1.29× | ||
| Q2 24 | 1.43× | 6.45× | ||
| Q1 24 | 0.83× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
