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爱玛客（ARMK）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
爱玛客的季度营收约是BRINKER INTERNATIONAL, INC的3.3倍（$4.8B vs $1.5B）。BRINKER INTERNATIONAL, INC净利率更高（8.8% vs 2.0%，领先6.9%）。BRINKER INTERNATIONAL, INC同比增速更快（6.9% vs 6.1%）。BRINKER INTERNATIONAL, INC自由现金流更多（$155.2M vs $-904.4M）。过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高（13.9% vs 7.3%）
爱玛客是美国知名的餐饮服务与设施管理服务商，服务覆盖教育、司法监管、医疗、企业、休闲文旅等多个领域，业务遍布北美地区及英国、德国、智利、爱尔兰、西班牙在内的14个国家，为各场景客户提供专业后勤支持解决方案。
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。
ARMK vs EAT — 直观对比
营收规模更大
ARMK
是对方的3.3倍
$1.5B
营收增速更快
EAT
高出0.8%
6.1%
净利率更高
EAT
高出6.9%
2.0%
自由现金流更多
EAT
多$1.1B
$-904.4M
两年增速更快
EAT
近两年复合增速
7.3%
损益表 — Q1 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.8B | $1.5B |
| 净利润 | $96.2M | $128.5M |
| 毛利率 | — | — |
| 营业利润率 | 4.5% | 11.6% |
| 净利率 | 2.0% | 8.8% |
| 营收同比 | 6.1% | 6.9% |
| 净利润同比 | -9.0% | 8.4% |
| 每股收益（稀释后） | $0.36 | $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ARMKEAT
| Q1 26 | $4.8B | — | ||
| Q4 25 | $5.0B | $1.5B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $4.6B | $1.5B | ||
| Q1 25 | $4.3B | $1.4B | ||
| Q4 24 | $4.6B | $1.4B | ||
| Q3 24 | $4.4B | $1.1B | ||
| Q2 24 | $4.4B | $1.2B |
净利润ARMKEAT
| Q1 26 | $96.2M | — | ||
| Q4 25 | $87.1M | $128.5M | ||
| Q3 25 | — | $99.5M | ||
| Q2 25 | $71.8M | $107.0M | ||
| Q1 25 | $61.9M | $119.1M | ||
| Q4 24 | $105.6M | $118.5M | ||
| Q3 24 | $122.4M | $38.5M | ||
| Q2 24 | $58.1M | $57.3M |
营业利润率ARMKEAT
| Q1 26 | 4.5% | — | ||
| Q4 25 | 4.3% | 11.6% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | 3.9% | 9.8% | ||
| Q1 25 | 4.1% | 11.0% | ||
| Q4 24 | 4.8% | 11.5% | ||
| Q3 24 | 5.0% | 5.0% | ||
| Q2 24 | 3.7% | 6.1% |
净利率ARMKEAT
| Q1 26 | 2.0% | — | ||
| Q4 25 | 1.7% | 8.8% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | 1.6% | 7.3% | ||
| Q1 25 | 1.4% | 8.4% | ||
| Q4 24 | 2.3% | 8.7% | ||
| Q3 24 | 2.8% | 3.4% | ||
| Q2 24 | 1.3% | 4.7% |
每股收益（稀释后）ARMKEAT
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.33 | $2.86 | ||
| Q3 25 | — | $2.17 | ||
| Q2 25 | $0.27 | $2.31 | ||
| Q1 25 | $0.23 | $2.56 | ||
| Q4 24 | $0.39 | $2.61 | ||
| Q3 24 | $0.46 | $0.84 | ||
| Q2 24 | $0.22 | $1.22 |
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 | $439.6M | $15.0M |
| 总债务越低越好 | $6.2B | $451.3M |
| 股东权益账面价值 | $3.2B | $379.3M |
| 总资产 | $13.5B | $2.7B |
| 负债/权益比越低杠杆越低 | 1.94× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资ARMKEAT
| Q1 26 | $439.6M | — | ||
| Q4 25 | $639.1M | $15.0M | ||
| Q3 25 | — | $33.6M | ||
| Q2 25 | $501.5M | $18.9M | ||
| Q1 25 | $920.5M | $17.5M | ||
| Q4 24 | $484.1M | $14.8M | ||
| Q3 24 | $672.5M | $16.2M | ||
| Q2 24 | $436.1M | $64.6M |
总债务ARMKEAT
| Q1 26 | $6.2B | — | ||
| Q4 25 | $5.4B | $451.3M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | $6.3B | $426.0M | ||
| Q1 25 | $6.1B | $518.3M | ||
| Q4 24 | $5.0B | $652.0M | ||
| Q3 24 | $4.3B | $806.9M | ||
| Q2 24 | $5.0B | $786.3M |
股东权益ARMKEAT
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $379.3M | ||
| Q3 25 | — | $343.9M | ||
| Q2 25 | $3.1B | $370.9M | ||
| Q1 25 | $3.0B | $259.0M | ||
| Q4 24 | $3.1B | $131.5M | ||
| Q3 24 | $3.0B | $12.7M | ||
| Q2 24 | $2.9B | $39.4M |
总资产ARMKEAT
| Q1 26 | $13.5B | — | ||
| Q4 25 | $13.3B | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $13.3B | $2.7B | ||
| Q1 25 | $13.5B | $2.6B | ||
| Q4 24 | $12.7B | $2.6B | ||
| Q3 24 | $12.7B | $2.5B | ||
| Q2 24 | $12.5B | $2.6B |
负债/权益比ARMKEAT
| Q1 26 | 1.94× | — | ||
| Q4 25 | 1.71× | 1.19× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | 2.03× | 1.15× | ||
| Q1 25 | 2.02× | 2.00× | ||
| Q4 24 | 1.61× | 4.96× | ||
| Q3 24 | 1.42× | 63.54× | ||
| Q2 24 | 1.71× | 19.96× |
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 | $-782.2M | $218.9M |
| 自由现金流经营现金流 - 资本支出 | $-904.4M | $155.2M |
| 自由现金流率自由现金流/营收 | -18.7% | 10.7% |
| 资本支出强度资本支出/营收 | 2.5% | 4.4% |
| 现金转化率经营现金流/净利润 | -8.13× | 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ARMKEAT
| Q1 26 | $-782.2M | — | ||
| Q4 25 | — | $218.9M | ||
| Q3 25 | — | $120.8M | ||
| Q2 25 | $76.7M | $186.0M | ||
| Q1 25 | $255.9M | $212.0M | ||
| Q4 24 | $-587.2M | $218.2M | ||
| Q3 24 | $1.0B | $62.8M | ||
| Q2 24 | $140.7M | $141.5M |
自由现金流ARMKEAT
| Q1 26 | $-904.4M | — | ||
| Q4 25 | — | $155.2M | ||
| Q3 25 | — | $62.2M | ||
| Q2 25 | $-34.7M | $106.1M | ||
| Q1 25 | $140.1M | $132.4M | ||
| Q4 24 | $-707.0M | $168.9M | ||
| Q3 24 | $882.3M | $6.3M | ||
| Q2 24 | $55.6M | $83.5M |
自由现金流率ARMKEAT
| Q1 26 | -18.7% | — | ||
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | -0.8% | 7.3% | ||
| Q1 25 | 3.3% | 9.3% | ||
| Q4 24 | -15.5% | 12.4% | ||
| Q3 24 | 20.0% | 0.6% | ||
| Q2 24 | 1.3% | 6.9% |
资本支出强度ARMKEAT
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.8% | 4.4% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | 2.4% | 5.5% | ||
| Q1 25 | 2.7% | 5.6% | ||
| Q4 24 | 2.6% | 3.6% | ||
| Q3 24 | 3.2% | 5.0% | ||
| Q2 24 | 1.9% | 4.8% |
现金转化率ARMKEAT
| Q1 26 | -8.13× | — | ||
| Q4 25 | — | 1.70× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | 1.07× | 1.74× | ||
| Q1 25 | 4.14× | 1.78× | ||
| Q4 24 | -5.56× | 1.84× | ||
| Q3 24 | 8.35× | 1.63× | ||
| Q2 24 | 2.42× | 2.47× |
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
ARMK
| Education | $1.1B | 22% |
| Sports Leisure Corrections | $961.2M | 20% |
| Food And Support Services International | $847.8M | 18% |
| Other | $621.6M | 13% |
| Businessand Industry | $510.6M | 11% |
| Health Care | $421.3M | 9% |
| Facility Services | $382.9M | 8% |
EAT
| Chilis Restaurants | $1.3B | 91% |
| Maggianos Restaurants | $134.9M | 9% |
| Franchise Revenues | $13.4M | 1% |
