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AAR CORP（AIR）与BRINKER INTERNATIONAL, INC（EAT）财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是AAR CORP的1.8倍（$1.5B vs $795.3M），BRINKER INTERNATIONAL, INC净利率更高（8.8% vs 4.4%，领先4.5%），AAR CORP同比增速更快（15.9% vs 6.9%），BRINKER INTERNATIONAL, INC自由现金流更多（$155.2M vs $6.2M）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
Brinker International, Inc.是美国跨国餐饮企业，成立于1975年，总部位于得克萨斯州达拉斯，旗下拥有Chili's和Maggiano's Little Italy两大知名连锁餐饮品牌，目前在全球持有、运营或特许经营的上述品牌门店总计达1672家。
AIR vs EAT — 直观对比
营收规模更大
EAT
是对方的1.8倍
$795.3M
营收增速更快
AIR
高出9.0%
6.9%
净利率更高
EAT
高出4.5%
4.4%
自由现金流更多
EAT
多$149.0M
$6.2M
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $1.5B |
| 净利润 | $34.6M | $128.5M |
| 毛利率 | 19.7% | — |
| 营业利润率 | 6.0% | 11.6% |
| 净利率 | 4.4% | 8.8% |
| 营收同比 | 15.9% | 6.9% |
| 净利润同比 | 213.1% | 8.4% |
| 每股收益（稀释后） | $0.90 | $2.86 |
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AIREAT
| Q4 25 | $795.3M | $1.5B | ||
| Q3 25 | $739.6M | $1.3B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.1B |
净利润AIREAT
| Q4 25 | $34.6M | $128.5M | ||
| Q3 25 | $34.4M | $99.5M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $119.1M | ||
| Q4 24 | — | $118.5M | ||
| Q3 24 | — | $38.5M | ||
| Q2 24 | — | $57.3M | ||
| Q1 24 | — | $48.7M |
毛利率AIREAT
| Q4 25 | 19.7% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率AIREAT
| Q4 25 | 6.0% | 11.6% | ||
| Q3 25 | 6.4% | 8.7% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | — | 11.5% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 6.1% | ||
| Q1 24 | — | 6.2% |
净利率AIREAT
| Q4 25 | 4.4% | 8.8% | ||
| Q3 25 | 4.7% | 7.4% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 4.3% |
每股收益（稀释后）AIREAT
| Q4 25 | $0.90 | $2.86 | ||
| Q3 25 | $0.95 | $2.17 | ||
| Q2 25 | — | $2.31 | ||
| Q1 25 | — | $2.56 | ||
| Q4 24 | — | $2.61 | ||
| Q3 24 | — | $0.84 | ||
| Q2 24 | — | $1.22 | ||
| Q1 24 | — | $1.08 |
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 | $75.6M | $15.0M |
| 总债务越低越好 | $952.7M | $451.3M |
| 股东权益账面价值 | $1.6B | $379.3M |
| 总资产 | $3.2B | $2.7B |
| 负债/权益比越低杠杆越低 | 0.61× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资AIREAT
| Q4 25 | $75.6M | $15.0M | ||
| Q3 25 | $80.0M | $33.6M | ||
| Q2 25 | — | $18.9M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $14.8M | ||
| Q3 24 | — | $16.2M | ||
| Q2 24 | — | $64.6M | ||
| Q1 24 | — | $15.5M |
总债务AIREAT
| Q4 25 | $952.7M | $451.3M | ||
| Q3 25 | $1.0B | $525.8M | ||
| Q2 25 | — | $426.0M | ||
| Q1 25 | — | $518.3M | ||
| Q4 24 | — | $652.0M | ||
| Q3 24 | — | $806.9M | ||
| Q2 24 | — | $786.3M | ||
| Q1 24 | — | $818.5M |
股东权益AIREAT
| Q4 25 | $1.6B | $379.3M | ||
| Q3 25 | $1.2B | $343.9M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $259.0M | ||
| Q4 24 | — | $131.5M | ||
| Q3 24 | — | $12.7M | ||
| Q2 24 | — | $39.4M | ||
| Q1 24 | — | $-46.7M |
总资产AIREAT
| Q4 25 | $3.2B | $2.7B | ||
| Q3 25 | $2.9B | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $2.5B |
负债/权益比AIREAT
| Q4 25 | 0.61× | 1.19× | ||
| Q3 25 | 0.82× | 1.53× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 2.00× | ||
| Q4 24 | — | 4.96× | ||
| Q3 24 | — | 63.54× | ||
| Q2 24 | — | 19.96× | ||
| 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 | $13.6M | $218.9M |
| 自由现金流经营现金流 - 资本支出 | $6.2M | $155.2M |
| 自由现金流率自由现金流/营收 | 0.8% | 10.7% |
| 资本支出强度资本支出/营收 | 0.9% | 4.4% |
| 现金转化率经营现金流/净利润 | 0.39× | 1.70× |
| 过去12个月自由现金流最近4个季度 | — | $455.9M |
8季度趋势，按日历期对齐
经营现金流AIREAT
| Q4 25 | $13.6M | $218.9M | ||
| Q3 25 | $-44.9M | $120.8M | ||
| Q2 25 | — | $186.0M | ||
| Q1 25 | — | $212.0M | ||
| Q4 24 | — | $218.2M | ||
| Q3 24 | — | $62.8M | ||
| Q2 24 | — | $141.5M | ||
| Q1 24 | — | $130.1M |
自由现金流AIREAT
| Q4 25 | $6.2M | $155.2M | ||
| Q3 25 | $-53.6M | $62.2M | ||
| Q2 25 | — | $106.1M | ||
| Q1 25 | — | $132.4M | ||
| Q4 24 | — | $168.9M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $83.5M | ||
| Q1 24 | — | $78.7M |
自由现金流率AIREAT
| Q4 25 | 0.8% | 10.7% | ||
| Q3 25 | -7.2% | 4.6% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 6.9% | ||
| Q1 24 | — | 7.0% |
资本支出强度AIREAT
| Q4 25 | 0.9% | 4.4% | ||
| Q3 25 | 1.2% | 4.3% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 5.6% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | — | 4.6% |
现金转化率AIREAT
| Q4 25 | 0.39× | 1.70× | ||
| Q3 25 | -1.31× | 1.21× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.78× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 2.47× | ||
| Q1 24 | — | 2.67× |
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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
EAT
| Chilis Restaurants | $1.3B | 91% |
| Maggianos Restaurants | $134.9M | 9% |
| Franchise Revenues | $13.4M | 1% |
