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Side-by-side financial comparison of BRINKER INTERNATIONAL, INC (EAT) and ROKU, INC (ROKU). Click either name above to swap in a different company.

BRINKER INTERNATIONAL, INC is the larger business by last-quarter revenue ($1.5B vs $1.4B, roughly 1.1× ROKU, INC). BRINKER INTERNATIONAL, INC runs the higher net margin — 8.7% vs 5.8%, a 2.9% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs 3.2%). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs 10.3%).

Brinker International, Inc. is an American multinational hospitality industry company that owns Chili's and Maggiano's Little Italy restaurant chains. Founded in 1975 and based in Dallas, Texas, Brinker currently owns, operates, or franchises 1,672 restaurants under the names Chili's Grill & Bar and Maggiano's Little Italy worldwide.

Roku, Inc. is an American streaming technology company. Founded in 2002 by Anthony Wood, it produces digital media players and TVs, distributes streaming services and operates an ad business on its platform. Roku is the U.S. market leader in streaming video distribution, reaching 145 million people as of 2024. The company also operates in Australia, Canada, France, Germany, the U.K., and Latin America.

EAT vs ROKU — Head-to-Head

Bigger by revenue
EAT
EAT
1.1× larger
EAT
$1.5B
$1.4B
ROKU
Growing faster (revenue YoY)
ROKU
ROKU
+13.0% gap
ROKU
16.1%
3.2%
EAT
Higher net margin
EAT
EAT
2.9% more per $
EAT
8.7%
5.8%
ROKU
Faster 2-yr revenue CAGR
ROKU
ROKU
Annualised
ROKU
25.8%
10.3%
EAT

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
EAT
EAT
ROKU
ROKU
Revenue
$1.5B
$1.4B
Net Profit
$127.9M
$80.5M
Gross Margin
43.5%
Operating Margin
11.3%
4.7%
Net Margin
8.7%
5.8%
Revenue YoY
3.2%
16.1%
Net Profit YoY
326.4%
EPS (diluted)
$2.87
$0.55

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
EAT
EAT
ROKU
ROKU
Q1 26
$1.5B
Q4 25
$1.5B
$1.4B
Q3 25
$1.3B
$1.2B
Q2 25
$1.5B
$1.1B
Q1 25
$1.4B
$1.0B
Q4 24
$1.4B
$1.2B
Q3 24
$1.1B
$1.1B
Q2 24
$1.2B
$968.2M
Net Profit
EAT
EAT
ROKU
ROKU
Q1 26
$127.9M
Q4 25
$128.5M
$80.5M
Q3 25
$99.5M
$24.8M
Q2 25
$107.0M
$10.5M
Q1 25
$119.1M
$-27.4M
Q4 24
$118.5M
$-35.5M
Q3 24
$38.5M
$-9.0M
Q2 24
$57.3M
$-34.0M
Gross Margin
EAT
EAT
ROKU
ROKU
Q1 26
Q4 25
43.5%
Q3 25
43.4%
Q2 25
44.8%
Q1 25
43.6%
Q4 24
42.7%
Q3 24
45.2%
Q2 24
43.9%
Operating Margin
EAT
EAT
ROKU
ROKU
Q1 26
11.3%
Q4 25
11.6%
4.7%
Q3 25
8.7%
0.8%
Q2 25
9.8%
-2.1%
Q1 25
11.0%
-5.7%
Q4 24
11.5%
-3.3%
Q3 24
5.0%
-3.4%
Q2 24
6.1%
-7.4%
Net Margin
EAT
EAT
ROKU
ROKU
Q1 26
8.7%
Q4 25
8.8%
5.8%
Q3 25
7.4%
2.0%
Q2 25
7.3%
0.9%
Q1 25
8.4%
-2.7%
Q4 24
8.7%
-3.0%
Q3 24
3.4%
-0.9%
Q2 24
4.7%
-3.5%
EPS (diluted)
EAT
EAT
ROKU
ROKU
Q1 26
$2.87
Q4 25
$2.86
$0.55
Q3 25
$2.17
$0.16
Q2 25
$2.31
$0.07
Q1 25
$2.56
$-0.19
Q4 24
$2.61
$-0.24
Q3 24
$0.84
$-0.06
Q2 24
$1.22
$-0.24

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
EAT
EAT
ROKU
ROKU
Cash + ST InvestmentsLiquidity on hand
$2.3B
Total DebtLower is stronger
$424.4M
Stockholders' EquityBook value
$406.0M
$2.7B
Total Assets
$2.8B
$4.4B
Debt / EquityLower = less leverage
1.05×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EAT
EAT
ROKU
ROKU
Q1 26
Q4 25
$15.0M
$2.3B
Q3 25
$33.6M
$2.3B
Q2 25
$18.9M
$2.3B
Q1 25
$17.5M
$2.3B
Q4 24
$14.8M
$2.2B
Q3 24
$16.2M
$2.1B
Q2 24
$64.6M
$2.1B
Total Debt
EAT
EAT
ROKU
ROKU
Q1 26
$424.4M
Q4 25
$451.3M
Q3 25
$525.8M
Q2 25
$426.0M
Q1 25
$518.3M
Q4 24
$652.0M
Q3 24
$806.9M
Q2 24
$786.3M
Stockholders' Equity
EAT
EAT
ROKU
ROKU
Q1 26
$406.0M
Q4 25
$379.3M
$2.7B
Q3 25
$343.9M
$2.6B
Q2 25
$370.9M
$2.6B
Q1 25
$259.0M
$2.5B
Q4 24
$131.5M
$2.5B
Q3 24
$12.7M
$2.5B
Q2 24
$39.4M
$2.4B
Total Assets
EAT
EAT
ROKU
ROKU
Q1 26
$2.8B
Q4 25
$2.7B
$4.4B
Q3 25
$2.7B
$4.4B
Q2 25
$2.7B
$4.3B
Q1 25
$2.6B
$4.2B
Q4 24
$2.6B
$4.3B
Q3 24
$2.5B
$4.3B
Q2 24
$2.6B
$4.1B
Debt / Equity
EAT
EAT
ROKU
ROKU
Q1 26
1.05×
Q4 25
1.19×
Q3 25
1.53×
Q2 25
1.15×
Q1 25
2.00×
Q4 24
4.96×
Q3 24
63.54×
Q2 24
19.96×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
EAT
EAT
ROKU
ROKU
Operating Cash FlowLast quarter
$571.8M
$107.7M
Free Cash FlowOCF − Capex
$106.6M
FCF MarginFCF / Revenue
7.6%
Capex IntensityCapex / Revenue
0.1%
Cash ConversionOCF / Net Profit
4.47×
1.34×
TTM Free Cash FlowTrailing 4 quarters
$478.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EAT
EAT
ROKU
ROKU
Q1 26
$571.8M
Q4 25
$218.9M
$107.7M
Q3 25
$120.8M
$127.6M
Q2 25
$186.0M
$109.7M
Q1 25
$212.0M
$138.7M
Q4 24
$218.2M
$79.3M
Q3 24
$62.8M
$68.7M
Q2 24
$141.5M
$23.4M
Free Cash Flow
EAT
EAT
ROKU
ROKU
Q1 26
Q4 25
$155.2M
$106.6M
Q3 25
$62.2M
$126.5M
Q2 25
$106.1M
$108.6M
Q1 25
$132.4M
$136.8M
Q4 24
$168.9M
$76.8M
Q3 24
$6.3M
$67.6M
Q2 24
$83.5M
$22.5M
FCF Margin
EAT
EAT
ROKU
ROKU
Q1 26
Q4 25
10.7%
7.6%
Q3 25
4.6%
10.4%
Q2 25
7.3%
9.8%
Q1 25
9.3%
13.4%
Q4 24
12.4%
6.4%
Q3 24
0.6%
6.4%
Q2 24
6.9%
2.3%
Capex Intensity
EAT
EAT
ROKU
ROKU
Q1 26
Q4 25
4.4%
0.1%
Q3 25
4.3%
0.1%
Q2 25
5.5%
0.1%
Q1 25
5.6%
0.2%
Q4 24
3.6%
0.2%
Q3 24
5.0%
0.1%
Q2 24
4.8%
0.1%
Cash Conversion
EAT
EAT
ROKU
ROKU
Q1 26
4.47×
Q4 25
1.70×
1.34×
Q3 25
1.21×
5.14×
Q2 25
1.74×
10.45×
Q1 25
1.78×
Q4 24
1.84×
Q3 24
1.63×
Q2 24
2.47×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

EAT
EAT

Company sales$1.5B99%
Franchise revenues$14.7M1%

ROKU
ROKU

Services$1.2B88%
Products$170.9M12%

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