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BJs RESTAURANTS INC（BJRI）与Chipotle Mexican Grill（CMG）财务数据对比。点击上方公司名可切换其他公司
Chipotle Mexican Grill的季度营收约是BJs RESTAURANTS INC的9.0倍（$3.0B vs $330.2M）。Chipotle Mexican Grill净利率更高（11.1% vs 0.1%，领先11.0%）。Chipotle Mexican Grill同比增速更快（4.9% vs 1.4%）。Chipotle Mexican Grill自由现金流更多（$228.4M vs $3.6M）。过去两年Chipotle Mexican Grill的营收复合增速更高（5.1% vs 1.0%）
BJ's Restaurants Inc.是美国休闲连锁餐饮企业，旗下门店遍布美国多个地区，主打招牌深盘披萨、精酿啤酒、手工鸡尾酒及各类美式家常餐食，服务家庭聚餐、朋友聚会等多元客群，主打轻松舒适的用餐氛围。
Chipotle Mexican Grill（常简称为Chipotle）是源自美国的跨国休闲快餐连锁品牌，主营现点现做的碗餐、塔可、墨西哥卷饼等风味餐食，餐品制作过程全程向顾客公开。截至2025年12月，品牌全球门店数量已达4000家，品牌名来源于纳瓦特尔语中烟熏干哈拉佩尼奥辣椒的称谓。
BJRI vs CMG — 直观对比
营收规模更大
CMG
是对方的9.0倍
$330.2M
营收增速更快
CMG
高出3.5%
1.4%
净利率更高
CMG
高出11.0%
0.1%
自由现金流更多
CMG
多$224.8M
$3.6M
两年增速更快
CMG
近两年复合增速
1.0%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $330.2M | $3.0B |
| 净利润 | $465.0K | $330.9M |
| 毛利率 | 74.3% | — |
| 营业利润率 | -0.3% | 14.1% |
| 净利率 | 0.1% | 11.1% |
| 营收同比 | 1.4% | 4.9% |
| 净利润同比 | 115.9% | -0.3% |
| 每股收益（稀释后） | $0.02 | $0.25 |
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BJRICMG
| Q4 25 | — | $3.0B | ||
| Q3 25 | $365.6M | $3.0B | ||
| Q2 25 | $348.0M | $3.1B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $325.7M | $2.8B | ||
| Q3 24 | $349.9M | $2.8B | ||
| Q2 24 | $337.3M | $3.0B | ||
| Q1 24 | $323.6M | $2.7B |
净利润BJRICMG
| Q4 25 | — | $330.9M | ||
| Q3 25 | $22.2M | $382.1M | ||
| Q2 25 | $13.5M | $436.1M | ||
| Q1 25 | — | $386.6M | ||
| Q4 24 | $-2.9M | $331.8M | ||
| Q3 24 | $17.2M | $387.4M | ||
| Q2 24 | $7.7M | $455.7M | ||
| Q1 24 | $8.1M | $359.3M |
毛利率BJRICMG
| Q4 25 | — | — | ||
| Q3 25 | 75.2% | — | ||
| Q2 25 | 75.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 73.4% | — | ||
| Q3 24 | 74.3% | — | ||
| Q2 24 | 74.8% | — | ||
| Q1 24 | 74.5% | — |
营业利润率BJRICMG
| Q4 25 | — | 14.1% | ||
| Q3 25 | 5.8% | 15.9% | ||
| Q2 25 | 4.3% | 18.2% | ||
| Q1 25 | — | 16.7% | ||
| Q4 24 | -0.8% | 14.6% | ||
| Q3 24 | 3.8% | 16.9% | ||
| Q2 24 | 2.4% | 19.7% | ||
| Q1 24 | 1.0% | 16.3% |
净利率BJRICMG
| Q4 25 | — | 11.1% | ||
| Q3 25 | 6.1% | 12.7% | ||
| Q2 25 | 3.9% | 14.2% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | -0.9% | 11.7% | ||
| Q3 24 | 4.9% | 13.9% | ||
| Q2 24 | 2.3% | 15.3% | ||
| Q1 24 | 2.5% | 13.3% |
每股收益（稀释后）BJRICMG
| Q4 25 | — | $0.25 | ||
| Q3 25 | $0.97 | $0.29 | ||
| Q2 25 | $0.58 | $0.32 | ||
| Q1 25 | — | $0.28 | ||
| Q4 24 | $-0.13 | $-12.51 | ||
| Q3 24 | $0.72 | $0.28 | ||
| Q2 24 | $0.32 | $0.33 | ||
| Q1 24 | $0.33 | $13.01 |
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 | $25.4M | $1.0B |
| 总债务越低越好 | $89.5M | $0 |
| 股东权益账面价值 | $356.2M | $2.8B |
| 总资产 | $1.0B | $9.0B |
| 负债/权益比越低杠杆越低 | 0.25× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BJRICMG
| Q4 25 | — | $1.0B | ||
| Q3 25 | $26.0M | $1.4B | ||
| Q2 25 | $19.0M | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $18.4M | $1.4B | ||
| Q3 24 | $16.2M | $1.4B | ||
| Q2 24 | $18.8M | $1.5B | ||
| Q1 24 | $29.1M | $1.4B |
总债务BJRICMG
| Q4 25 | — | $0 | ||
| Q3 25 | $60.5M | — | ||
| Q2 25 | $85.5M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $66.5M | $0 | ||
| Q3 24 | $63.5M | — | ||
| Q2 24 | $58.0M | — | ||
| Q1 24 | $68.0M | — |
股东权益BJRICMG
| Q4 25 | — | $2.8B | ||
| Q3 25 | $386.6M | $3.2B | ||
| Q2 25 | $371.5M | $3.5B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $376.2M | $3.7B | ||
| Q3 24 | $386.5M | $3.6B | ||
| Q2 24 | $375.4M | $3.7B | ||
| Q1 24 | $365.8M | $3.4B |
总资产BJRICMG
| Q4 25 | — | $9.0B | ||
| Q3 25 | $1.0B | $9.3B | ||
| Q2 25 | $1.0B | $9.3B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | $1.0B | $9.2B | ||
| Q3 24 | $1.0B | $9.0B | ||
| Q2 24 | $1.0B | $8.9B | ||
| Q1 24 | $1.1B | $8.4B |
负债/权益比BJRICMG
| Q4 25 | — | 0.00× | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.18× | 0.00× | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.19× | — |
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 | $25.1M | $425.8M |
| 自由现金流经营现金流 - 资本支出 | $3.6M | $228.4M |
| 自由现金流率自由现金流/营收 | 1.1% | 7.7% |
| 资本支出强度资本支出/营收 | 6.5% | 6.6% |
| 现金转化率经营现金流/净利润 | 53.89× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $49.2M | $1.4B |
8季度趋势，按日历期对齐
经营现金流BJRICMG
| Q4 25 | — | $425.8M | ||
| Q3 25 | $62.3M | $569.7M | ||
| Q2 25 | $4.6M | $561.3M | ||
| Q1 25 | — | $557.1M | ||
| Q4 24 | $27.3M | $526.8M | ||
| Q3 24 | $20.2M | $446.5M | ||
| Q2 24 | $22.3M | $562.6M | ||
| Q1 24 | $32.2M | $569.2M |
自由现金流BJRICMG
| Q4 25 | — | $228.4M | ||
| Q3 25 | $41.9M | $406.2M | ||
| Q2 25 | $-12.1M | $400.7M | ||
| Q1 25 | — | $412.3M | ||
| Q4 24 | $7.6M | $353.9M | ||
| Q3 24 | $735.0K | $299.0M | ||
| Q2 24 | $448.0K | $422.1M | ||
| Q1 24 | $15.3M | $436.5M |
自由现金流率BJRICMG
| Q4 25 | — | 7.7% | ||
| Q3 25 | 11.5% | 13.5% | ||
| Q2 25 | -3.5% | 13.1% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | 2.3% | 12.4% | ||
| Q3 24 | 0.2% | 10.7% | ||
| Q2 24 | 0.1% | 14.2% | ||
| Q1 24 | 4.7% | 16.2% |
资本支出强度BJRICMG
| Q4 25 | — | 6.6% | ||
| Q3 25 | 5.6% | 5.4% | ||
| Q2 25 | 4.8% | 5.2% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 6.0% | 6.1% | ||
| Q3 24 | 5.6% | 5.3% | ||
| Q2 24 | 6.5% | 4.7% | ||
| Q1 24 | 5.2% | 4.9% |
现金转化率BJRICMG
| Q4 25 | — | 1.29× | ||
| Q3 25 | 2.80× | 1.49× | ||
| Q2 25 | 0.34× | 1.29× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.59× | ||
| Q3 24 | 1.18× | 1.15× | ||
| Q2 24 | 2.89× | 1.23× | ||
| Q1 24 | 4.00× | 1.58× |
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
BJRI
暂无分部数据
CMG
| U.S.Segment | $2.9B | 98% |
| Chipotle Rewards | $46.1M | 2% |
| Delivery Service | $14.3M | 0% |
