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BRINKER INTERNATIONAL, INC(EAT)とLCI INDUSTRIES(LCII)の財務データ比較。上の社名をクリックして会社を切り替えられます
BRINKER INTERNATIONAL, INCの直近四半期売上が大きい($1.5B vs $932.7M、LCI INDUSTRIESの約1.6倍)。BRINKER INTERNATIONAL, INCの純利益率が高く(8.7% vs 2.0%、差は6.7%)。LCI INDUSTRIESの前年同期比売上増加率が高い(16.1% vs 3.2%)。過去8四半期でBRINKER INTERNATIONAL, INCの売上複合成長率が高い(10.3% vs -1.8%)
ブリンカー・インターナショナルはアメリカの多国籍外食企業で、1975年に設立され、本社はテキサス州ダラスに所在する。傘下に「チリーズ」と「マジアーノズ・リトルイタリー」の2つのレストランチェーンを展開し、世界中で合計1672店舗を直営またはフランチャイズ運営している。
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
EAT vs LCII — 直接比較
売上が大きい
EAT
1.6倍大きい
$932.7M
売上成長率が高い
LCII
+13.0%の差
3.2%
純利益率が高い
EAT
純利益率が6.7%高い
2.0%
2年売上CAGRが高い
EAT
2年複合成長率
-1.8%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $1.5B | $932.7M |
| 純利益 | $127.9M | $18.7M |
| 粗利率 | — | 22.1% |
| 営業利益率 | 11.3% | 3.8% |
| 純利益率 | 8.7% | 2.0% |
| 売上前年比 | 3.2% | 16.1% |
| 純利益前年比 | — | 95.7% |
| EPS(希薄化後) | $2.87 | $0.79 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上
EAT
LCII
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $932.7M | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $803.1M | ||
| Q3 24 | $1.1B | $915.5M | ||
| Q2 24 | $1.2B | $1.1B |
純利益
EAT
LCII
| Q1 26 | $127.9M | — | ||
| Q4 25 | $128.5M | $18.7M | ||
| Q3 25 | $99.5M | $62.5M | ||
| Q2 25 | $107.0M | $57.6M | ||
| Q1 25 | $119.1M | $49.4M | ||
| Q4 24 | $118.5M | $9.5M | ||
| Q3 24 | $38.5M | $35.6M | ||
| Q2 24 | $57.3M | $61.2M |
粗利率
EAT
LCII
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
営業利益率
EAT
LCII
| Q1 26 | 11.3% | — | ||
| Q4 25 | 11.6% | 3.8% | ||
| Q3 25 | 8.7% | 7.3% | ||
| Q2 25 | 9.8% | 7.9% | ||
| Q1 25 | 11.0% | 7.8% | ||
| Q4 24 | 11.5% | 2.0% | ||
| Q3 24 | 5.0% | 5.9% | ||
| Q2 24 | 6.1% | 8.6% |
純利益率
EAT
LCII
| Q1 26 | 8.7% | — | ||
| Q4 25 | 8.8% | 2.0% | ||
| Q3 25 | 7.4% | 6.0% | ||
| Q2 25 | 7.3% | 5.2% | ||
| Q1 25 | 8.4% | 4.7% | ||
| Q4 24 | 8.7% | 1.2% | ||
| Q3 24 | 3.4% | 3.9% | ||
| Q2 24 | 4.7% | 5.8% |
EPS(希薄化後)
EAT
LCII
| Q1 26 | $2.87 | — | ||
| Q4 25 | $2.86 | $0.79 | ||
| Q3 25 | $2.17 | $2.55 | ||
| Q2 25 | $2.31 | $2.29 | ||
| Q1 25 | $2.56 | $1.94 | ||
| Q4 24 | $2.61 | $0.37 | ||
| Q3 24 | $0.84 | $1.39 | ||
| Q2 24 | $1.22 | $2.40 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | — | $222.6M |
| 総負債低いほど良い | $424.4M | $945.2M |
| 株主資本純資産 | $406.0M | $1.4B |
| 総資産 | $2.8B | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | 1.05× | 0.69× |
8四半期トレンド — 暦四半期で整列
現金・短期投資
EAT
LCII
| Q1 26 | — | — | ||
| Q4 25 | $15.0M | $222.6M | ||
| Q3 25 | $33.6M | $199.7M | ||
| Q2 25 | $18.9M | $191.9M | ||
| Q1 25 | $17.5M | $231.2M | ||
| Q4 24 | $14.8M | $165.8M | ||
| Q3 24 | $16.2M | $161.2M | ||
| Q2 24 | $64.6M | $130.4M |
総負債
EAT
LCII
| Q1 26 | $424.4M | — | ||
| Q4 25 | $451.3M | $945.2M | ||
| Q3 25 | $525.8M | $947.8M | ||
| Q2 25 | $426.0M | $948.0M | ||
| Q1 25 | $518.3M | $938.3M | ||
| Q4 24 | $652.0M | $757.3M | ||
| Q3 24 | $806.9M | $822.5M | ||
| Q2 24 | $786.3M | $829.7M |
株主資本
EAT
LCII
| Q1 26 | $406.0M | — | ||
| Q4 25 | $379.3M | $1.4B | ||
| Q3 25 | $343.9M | $1.4B | ||
| Q2 25 | $370.9M | $1.4B | ||
| Q1 25 | $259.0M | $1.4B | ||
| Q4 24 | $131.5M | $1.4B | ||
| Q3 24 | $12.7M | $1.4B | ||
| Q2 24 | $39.4M | $1.4B |
総資産
EAT
LCII
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.7B | $3.2B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $2.6B | $3.1B | ||
| Q4 24 | $2.6B | $2.9B | ||
| Q3 24 | $2.5B | $3.0B | ||
| Q2 24 | $2.6B | $3.0B |
負債/資本比率
EAT
LCII
| Q1 26 | 1.05× | — | ||
| Q4 25 | 1.19× | 0.69× | ||
| Q3 25 | 1.53× | 0.70× | ||
| Q2 25 | 1.15× | 0.68× | ||
| Q1 25 | 2.00× | 0.69× | ||
| Q4 24 | 4.96× | 0.55× | ||
| Q3 24 | 63.54× | 0.58× | ||
| Q2 24 | 19.96× | 0.60× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $571.8M | $78.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $64.3M |
| FCFマージンFCF / 売上 | — | 6.9% |
| 設備投資強度設備投資 / 売上 | — | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 4.47× | 4.22× |
| 直近12ヶ月FCF直近4四半期 | — | $278.3M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフロー
EAT
LCII
| Q1 26 | $571.8M | — | ||
| Q4 25 | $218.9M | $78.9M | ||
| Q3 25 | $120.8M | $97.2M | ||
| Q2 25 | $186.0M | $112.2M | ||
| Q1 25 | $212.0M | $42.7M | ||
| Q4 24 | $218.2M | $106.6M | ||
| Q3 24 | $62.8M | $78.4M | ||
| Q2 24 | $141.5M | $192.9M |
フリーキャッシュフロー
EAT
LCII
| Q1 26 | — | — | ||
| Q4 25 | $155.2M | $64.3M | ||
| Q3 25 | $62.2M | $80.9M | ||
| Q2 25 | $106.1M | $99.5M | ||
| Q1 25 | $132.4M | $33.7M | ||
| Q4 24 | $168.9M | $95.7M | ||
| Q3 24 | $6.3M | $68.3M | ||
| Q2 24 | $83.5M | $180.2M |
FCFマージン
EAT
LCII
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 6.9% | ||
| Q3 25 | 4.6% | 7.8% | ||
| Q2 25 | 7.3% | 9.0% | ||
| Q1 25 | 9.3% | 3.2% | ||
| Q4 24 | 12.4% | 11.9% | ||
| Q3 24 | 0.6% | 7.5% | ||
| Q2 24 | 6.9% | 17.1% |
設備投資強度
EAT
LCII
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 1.6% | ||
| Q3 25 | 4.3% | 1.6% | ||
| Q2 25 | 5.5% | 1.2% | ||
| Q1 25 | 5.6% | 0.9% | ||
| Q4 24 | 3.6% | 1.4% | ||
| Q3 24 | 5.0% | 1.1% | ||
| Q2 24 | 4.8% | 1.2% |
キャッシュ転換率
EAT
LCII
| Q1 26 | 4.47× | — | ||
| Q4 25 | 1.70× | 4.22× | ||
| Q3 25 | 1.21× | 1.55× | ||
| Q2 25 | 1.74× | 1.95× | ||
| Q1 25 | 1.78× | 0.86× | ||
| Q4 24 | 1.84× | 11.17× | ||
| Q3 24 | 1.63× | 2.20× | ||
| Q2 24 | 2.47× | 3.15× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
EAT
| Company sales | $1.5B | 99% |
| Franchise revenues | $14.7M | 1% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |