vs
BJs RESTAURANTS INC（BJRI）与P3 Health Partners Inc.（PIII）财务数据对比。点击上方公司名可切换其他公司
P3 Health Partners Inc.的季度营收约是BJs RESTAURANTS INC的1.1倍（$384.8M vs $355.4M），BJs RESTAURANTS INC净利率更高（3.6% vs -19.6%，领先23.2%），P3 Health Partners Inc.同比增速更快（3.8% vs -73.8%），过去两年BJs RESTAURANTS INC的营收复合增速更高（2.6% vs -0.5%）
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。
P3 Health Partners Inc.是一家总部位于美国的人口健康管理与价值型医疗服务企业，与基层医疗机构及医疗系统合作，为包括联邦医保优势计划参保者在内的人群提供协同优质医疗服务，致力于提升诊疗效果、降低不必要的医疗开支。
BJRI vs PIII — 直观对比
营收规模更大
PIII
是对方的1.1倍
$355.4M
营收增速更快
PIII
高出77.6%
-73.8%
净利率更高
BJRI
高出23.2%
-19.6%
两年增速更快
BJRI
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $355.4M | $384.8M |
| 净利润 | $12.6M | $-75.5M |
| 毛利率 | 74.5% | — |
| 营业利润率 | — | -40.0% |
| 净利率 | 3.6% | -19.6% |
| 营收同比 | -73.8% | 3.8% |
| 净利润同比 | -24.2% | -28.8% |
| 每股收益（稀释后） | $0.58 | $-23.08 |
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BJRIPIII
| Q4 25 | $355.4M | $384.8M | ||
| Q3 25 | $365.6M | $345.3M | ||
| Q2 25 | $348.0M | $355.8M | ||
| Q1 25 | — | $373.2M | ||
| Q4 24 | $325.7M | $370.7M | ||
| Q3 24 | $349.9M | $362.1M | ||
| Q2 24 | $337.3M | $379.2M | ||
| Q1 24 | — | $388.5M |
净利润BJRIPIII
| Q4 25 | $12.6M | $-75.5M | ||
| Q3 25 | $22.2M | $-31.6M | ||
| Q2 25 | $13.5M | $-20.4M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | $-2.9M | $-58.6M | ||
| Q3 24 | $17.2M | $-46.5M | ||
| Q2 24 | $7.7M | $-12.0M | ||
| Q1 24 | — | $-18.7M |
毛利率BJRIPIII
| Q4 25 | 74.5% | — | ||
| Q3 25 | 75.2% | — | ||
| Q2 25 | 75.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 73.4% | — | ||
| Q3 24 | 74.3% | — | ||
| Q2 24 | 74.8% | — | ||
| Q1 24 | — | — |
营业利润率BJRIPIII
| Q4 25 | — | -40.0% | ||
| Q3 25 | 5.8% | -12.8% | ||
| Q2 25 | 4.3% | -9.6% | ||
| Q1 25 | — | -10.2% | ||
| Q4 24 | -0.8% | -37.4% | ||
| Q3 24 | 3.8% | -29.5% | ||
| Q2 24 | 2.4% | -8.3% | ||
| Q1 24 | — | -11.3% |
净利率BJRIPIII
| Q4 25 | 3.6% | -19.6% | ||
| Q3 25 | 6.1% | -9.1% | ||
| Q2 25 | 3.9% | -5.7% | ||
| Q1 25 | — | -5.5% | ||
| Q4 24 | -0.9% | -15.8% | ||
| Q3 24 | 4.9% | -12.8% | ||
| Q2 24 | 2.3% | -3.2% | ||
| Q1 24 | — | -4.8% |
每股收益（稀释后）BJRIPIII
| Q4 25 | $0.58 | $-23.08 | ||
| Q3 25 | $0.97 | $-9.67 | ||
| Q2 25 | $0.58 | $-6.23 | ||
| Q1 25 | — | $-6.28 | ||
| Q4 24 | $-0.13 | $-23.13 | ||
| Q3 24 | $0.72 | $-15.70 | ||
| Q2 24 | $0.32 | $-7.37 | ||
| Q1 24 | — | $-7.86 |
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 | $25.0M |
| 总债务越低越好 | — | $228.4M |
| 股东权益账面价值 | $366.2M | $-155.2M |
| 总资产 | $1.0B | $656.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BJRIPIII
| Q4 25 | $23.8M | $25.0M | ||
| Q3 25 | $26.0M | $37.7M | ||
| Q2 25 | $19.0M | $38.6M | ||
| Q1 25 | — | $40.1M | ||
| Q4 24 | $18.4M | $38.8M | ||
| Q3 24 | $16.2M | $63.0M | ||
| Q2 24 | $18.8M | $73.1M | ||
| Q1 24 | — | $27.3M |
总债务BJRIPIII
| Q4 25 | — | $228.4M | ||
| Q3 25 | $60.5M | $252.8M | ||
| Q2 25 | $85.5M | $182.0M | ||
| Q1 25 | — | $171.1M | ||
| Q4 24 | $66.5M | $108.9M | ||
| Q3 24 | $63.5M | $133.2M | ||
| Q2 24 | $58.0M | $133.1M | ||
| Q1 24 | — | $118.1M |
股东权益BJRIPIII
| Q4 25 | $366.2M | $-155.2M | ||
| Q3 25 | $386.6M | $-18.7M | ||
| Q2 25 | $371.5M | $44.5M | ||
| Q1 25 | — | $63.3M | ||
| Q4 24 | $376.2M | $75.9M | ||
| Q3 24 | $386.5M | $120.5M | ||
| Q2 24 | $375.4M | $166.8M | ||
| Q1 24 | — | $146.6M |
总资产BJRIPIII
| Q4 25 | $1.0B | $656.6M | ||
| Q3 25 | $1.0B | $683.6M | ||
| Q2 25 | $1.0B | $731.6M | ||
| Q1 25 | — | $783.9M | ||
| Q4 24 | $1.0B | $783.4M | ||
| Q3 24 | $1.0B | $833.3M | ||
| Q2 24 | $1.0B | $892.8M | ||
| Q1 24 | — | $855.9M |
负债/权益比BJRIPIII
| Q4 25 | — | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.23× | 4.09× | ||
| Q1 25 | — | 2.71× | ||
| Q4 24 | 0.18× | 1.43× | ||
| Q3 24 | 0.16× | 1.11× | ||
| Q2 24 | 0.15× | 0.80× | ||
| Q1 24 | — | 0.81× |
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 | — | $-25.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BJRIPIII
| Q4 25 | — | $-25.7M | ||
| Q3 25 | $62.3M | $-15.4M | ||
| Q2 25 | $4.6M | $-16.6M | ||
| Q1 25 | — | $-33.5M | ||
| Q4 24 | $27.3M | $-57.2M | ||
| Q3 24 | $20.2M | $-22.6M | ||
| Q2 24 | $22.3M | $-10.2M | ||
| Q1 24 | — | $-20.0M |
自由现金流BJRIPIII
| Q4 25 | — | — | ||
| Q3 25 | $41.9M | — | ||
| Q2 25 | $-12.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.6M | — | ||
| Q3 24 | $735.0K | — | ||
| Q2 24 | $448.0K | — | ||
| Q1 24 | — | — |
自由现金流率BJRIPIII
| Q4 25 | — | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | -3.5% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | — | — |
资本支出强度BJRIPIII
| Q4 25 | — | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.0% | 0.0% | ||
| Q3 24 | 5.6% | 0.0% | ||
| Q2 24 | 6.5% | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率BJRIPIII
| Q4 25 | — | — | ||
| Q3 25 | 2.80× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 2.89× | — | ||
| Q1 24 | — | — |
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
PIII
| Capitated Revenue | $366.2M | 95% |
| Health Care Patient Service | $18.6M | 5% |
| Health Care Care Coordination Management Fees | $2.7M | 1% |
