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BJs RESTAURANTS INC（BJRI）与Forestar Group Inc.（FOR）财务数据对比。点击上方公司名可切换其他公司
BJs RESTAURANTS INC的季度营收约是Forestar Group Inc.的1.3倍（$355.4M vs $273.0M），Forestar Group Inc.净利率更高（5.6% vs 3.6%，领先2.1%），Forestar Group Inc.同比增速更快（9.0% vs 3.2%），过去两年BJs RESTAURANTS INC的营收复合增速更高（2.6% vs -9.6%）
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。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
BJRI vs FOR — 直观对比
营收规模更大
BJRI
是对方的1.3倍
$273.0M
营收增速更快
FOR
高出5.8%
3.2%
净利率更高
FOR
高出2.1%
3.6%
两年增速更快
BJRI
近两年复合增速
-9.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $355.4M | $273.0M |
| 净利润 | $12.6M | $15.4M |
| 毛利率 | 74.5% | 20.1% |
| 营业利润率 | 3.1% | 7.6% |
| 净利率 | 3.6% | 5.6% |
| 营收同比 | 3.2% | 9.0% |
| 净利润同比 | -24.2% | -6.7% |
| 每股收益（稀释后） | $0.58 | $0.30 |
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BJRIFOR
| Q4 25 | $355.4M | $273.0M | ||
| Q3 25 | $365.6M | $670.5M | ||
| Q2 25 | $348.0M | $390.5M | ||
| Q1 25 | — | $351.0M | ||
| Q4 24 | $325.7M | $250.4M | ||
| Q3 24 | $349.9M | $551.3M | ||
| Q2 24 | $337.3M | $318.4M | ||
| Q1 24 | — | $333.8M |
净利润BJRIFOR
| Q4 25 | $12.6M | $15.4M | ||
| Q3 25 | $22.2M | $86.9M | ||
| Q2 25 | $13.5M | $32.9M | ||
| Q1 25 | — | $31.6M | ||
| Q4 24 | $-2.9M | $16.5M | ||
| Q3 24 | $17.2M | $81.5M | ||
| Q2 24 | $7.7M | $38.7M | ||
| Q1 24 | — | $45.0M |
毛利率BJRIFOR
| Q4 25 | 74.5% | 20.1% | ||
| Q3 25 | 75.2% | 22.3% | ||
| Q2 25 | 75.0% | 20.4% | ||
| Q1 25 | — | 22.6% | ||
| Q4 24 | 73.4% | 22.0% | ||
| Q3 24 | 74.3% | 23.9% | ||
| Q2 24 | 74.8% | 22.5% | ||
| Q1 24 | — | 24.9% |
营业利润率BJRIFOR
| Q4 25 | 3.1% | 7.6% | ||
| Q3 25 | 5.8% | 16.9% | ||
| Q2 25 | 4.3% | 11.2% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | -0.8% | 8.7% | ||
| Q3 24 | 3.8% | 19.7% | ||
| Q2 24 | 2.4% | 16.2% | ||
| Q1 24 | — | 17.6% |
净利率BJRIFOR
| Q4 25 | 3.6% | 5.6% | ||
| Q3 25 | 6.1% | 13.0% | ||
| Q2 25 | 3.9% | 8.4% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | -0.9% | 6.6% | ||
| Q3 24 | 4.9% | 14.8% | ||
| Q2 24 | 2.3% | 12.2% | ||
| Q1 24 | — | 13.5% |
每股收益（稀释后）BJRIFOR
| Q4 25 | $0.58 | $0.30 | ||
| Q3 25 | $0.97 | $1.70 | ||
| Q2 25 | $0.58 | $0.65 | ||
| Q1 25 | — | $0.62 | ||
| Q4 24 | $-0.13 | $0.32 | ||
| Q3 24 | $0.72 | $1.59 | ||
| Q2 24 | $0.32 | $0.76 | ||
| Q1 24 | — | $0.89 |
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 | $23.8M | $211.7M |
| 总债务越低越好 | — | $793.2M |
| 股东权益账面价值 | $366.2M | $1.8B |
| 总资产 | $1.0B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资BJRIFOR
| Q4 25 | $23.8M | $211.7M | ||
| Q3 25 | $26.0M | $379.2M | ||
| Q2 25 | $19.0M | $189.2M | ||
| Q1 25 | — | $174.3M | ||
| Q4 24 | $18.4M | $132.0M | ||
| Q3 24 | $16.2M | $481.2M | ||
| Q2 24 | $18.8M | $359.2M | ||
| Q1 24 | — | $416.2M |
总债务BJRIFOR
| Q4 25 | — | $793.2M | ||
| Q3 25 | $60.5M | $802.7M | ||
| Q2 25 | $85.5M | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | $66.5M | $806.8M | ||
| Q3 24 | $63.5M | $706.4M | ||
| Q2 24 | $58.0M | $706.1M | ||
| Q1 24 | — | $705.7M |
股东权益BJRIFOR
| Q4 25 | $366.2M | $1.8B | ||
| Q3 25 | $386.6M | $1.8B | ||
| Q2 25 | $371.5M | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $376.2M | $1.6B | ||
| Q3 24 | $386.5M | $1.6B | ||
| Q2 24 | $375.4M | $1.5B | ||
| Q1 24 | — | $1.5B |
总资产BJRIFOR
| Q4 25 | $1.0B | $3.2B | ||
| Q3 25 | $1.0B | $3.1B | ||
| Q2 25 | $1.0B | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $1.0B | $3.0B | ||
| Q3 24 | $1.0B | $2.8B | ||
| Q2 24 | $1.0B | $2.7B | ||
| Q1 24 | — | $2.6B |
负债/权益比BJRIFOR
| Q4 25 | — | 0.44× | ||
| Q3 25 | 0.16× | 0.45× | ||
| Q2 25 | 0.23× | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | 0.18× | 0.50× | ||
| Q3 24 | 0.16× | 0.44× | ||
| Q2 24 | 0.15× | 0.47× | ||
| Q1 24 | — | 0.48× |
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 | — | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-157.1M |
| 自由现金流率自由现金流/营收 | — | -57.5% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | — | -10.19× |
| 过去12个月自由现金流最近4个季度 | — | $93.0M |
8季度趋势，按日历期对齐
经营现金流BJRIFOR
| Q4 25 | — | $-157.0M | ||
| Q3 25 | $62.3M | $256.3M | ||
| Q2 25 | $4.6M | $15.8M | ||
| Q1 25 | — | $-19.8M | ||
| Q4 24 | $27.3M | $-450.0M | ||
| Q3 24 | $20.2M | $119.2M | ||
| Q2 24 | $22.3M | $-61.7M | ||
| Q1 24 | — | $-59.2M |
自由现金流BJRIFOR
| Q4 25 | — | $-157.1M | ||
| Q3 25 | $41.9M | $255.6M | ||
| Q2 25 | $-12.1M | $15.0M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | $7.6M | — | ||
| Q3 24 | $735.0K | $118.4M | ||
| Q2 24 | $448.0K | $-62.3M | ||
| Q1 24 | — | $-59.8M |
自由现金流率BJRIFOR
| Q4 25 | — | -57.5% | ||
| Q3 25 | 11.5% | 38.1% | ||
| Q2 25 | -3.5% | 3.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 0.2% | 21.5% | ||
| Q2 24 | 0.1% | -19.6% | ||
| Q1 24 | — | -17.9% |
资本支出强度BJRIFOR
| Q4 25 | — | 0.0% | ||
| Q3 25 | 5.6% | 0.1% | ||
| Q2 25 | 4.8% | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 6.0% | 0.0% | ||
| Q3 24 | 5.6% | 0.1% | ||
| Q2 24 | 6.5% | 0.2% | ||
| Q1 24 | — | 0.2% |
现金转化率BJRIFOR
| Q4 25 | — | -10.19× | ||
| Q3 25 | 2.80× | 2.95× | ||
| Q2 25 | 0.34× | 0.48× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | — | -27.27× | ||
| Q3 24 | 1.18× | 1.46× | ||
| Q2 24 | 2.89× | -1.59× | ||
| Q1 24 | — | -1.32× |
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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
