vs
BJs RESTAURANTS INC（BJRI）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是BJs RESTAURANTS INC的1.0倍（$362.7M vs $355.4M），BJs RESTAURANTS INC净利率更高（3.6% vs -10.7%，领先14.2%），过去两年世纪互联的营收复合增速更高（17.4% vs 2.6%）
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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
BJRI vs VNET — 直观对比
营收规模更大
VNET
是对方的1.0倍
$355.4M
净利率更高
BJRI
高出14.2%
-10.7%
两年增速更快
VNET
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $355.4M | $362.7M |
| 净利润 | $12.6M | $-38.7M |
| 毛利率 | 74.5% | 20.9% |
| 营业利润率 | 3.1% | 0.5% |
| 净利率 | 3.6% | -10.7% |
| 营收同比 | 3.2% | — |
| 净利润同比 | -24.2% | — |
| 每股收益（稀释后） | $0.58 | — |
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BJRIVNET
| Q4 25 | $355.4M | — | ||
| Q3 25 | $365.6M | $362.7M | ||
| Q2 25 | $348.0M | — | ||
| Q1 25 | — | $309.5M | ||
| Q4 24 | $325.7M | — | ||
| Q3 24 | $349.9M | $302.2M | ||
| Q2 24 | $337.3M | $274.4M | ||
| Q1 24 | — | $262.9M |
净利润BJRIVNET
| Q4 25 | $12.6M | — | ||
| Q3 25 | $22.2M | $-38.7M | ||
| Q2 25 | $13.5M | — | ||
| Q1 25 | — | $-2.4M | ||
| Q4 24 | $-2.9M | — | ||
| Q3 24 | $17.2M | $-2.1M | ||
| Q2 24 | $7.7M | $-1.1M | ||
| Q1 24 | — | $-22.0M |
毛利率BJRIVNET
| Q4 25 | 74.5% | — | ||
| Q3 25 | 75.2% | 20.9% | ||
| Q2 25 | 75.0% | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | 73.4% | — | ||
| Q3 24 | 74.3% | 23.2% | ||
| Q2 24 | 74.8% | 21.3% | ||
| Q1 24 | — | 21.6% |
营业利润率BJRIVNET
| Q4 25 | 3.1% | — | ||
| Q3 25 | 5.8% | 0.5% | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | 3.8% | 24.5% | ||
| Q2 24 | 2.4% | 0.2% | ||
| Q1 24 | — | 0.2% |
净利率BJRIVNET
| Q4 25 | 3.6% | — | ||
| Q3 25 | 6.1% | -10.7% | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | — | -0.8% | ||
| Q4 24 | -0.9% | — | ||
| Q3 24 | 4.9% | -0.7% | ||
| Q2 24 | 2.3% | -0.4% | ||
| Q1 24 | — | -8.4% |
每股收益（稀释后）BJRIVNET
| Q4 25 | $0.58 | — | ||
| Q3 25 | $0.97 | — | ||
| Q2 25 | $0.58 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-0.13 | — | ||
| Q3 24 | $0.72 | — | ||
| Q2 24 | $0.32 | — | ||
| Q1 24 | — | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $366.2M | $890.8M |
| 总资产 | $1.0B | $6.1B |
| 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BJRIVNET
| Q4 25 | $23.8M | — | ||
| Q3 25 | $26.0M | $492.1M | ||
| Q2 25 | $19.0M | — | ||
| Q1 25 | — | $544.3M | ||
| Q4 24 | $18.4M | — | ||
| Q3 24 | $16.2M | $219.5M | ||
| Q2 24 | $18.8M | $247.2M | ||
| Q1 24 | — | $246.9M |
总债务BJRIVNET
| Q4 25 | — | — | ||
| Q3 25 | $60.5M | — | ||
| Q2 25 | $85.5M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $66.5M | — | ||
| Q3 24 | $63.5M | $1.2B | ||
| Q2 24 | $58.0M | — | ||
| Q1 24 | — | — |
股东权益BJRIVNET
| Q4 25 | $366.2M | — | ||
| Q3 25 | $386.6M | $890.8M | ||
| Q2 25 | $371.5M | — | ||
| Q1 25 | — | $927.8M | ||
| Q4 24 | $376.2M | — | ||
| Q3 24 | $386.5M | $902.9M | ||
| Q2 24 | $375.4M | $900.6M | ||
| Q1 24 | — | $895.1M |
总资产BJRIVNET
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $6.1B | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $4.3B | ||
| Q2 24 | $1.0B | $4.0B | ||
| Q1 24 | — | $3.9B |
负债/权益比BJRIVNET
| Q4 25 | — | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | 0.16× | 1.28× | ||
| Q2 24 | 0.15× | — | ||
| 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 | — | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 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 | — | $-589.7M |
8季度趋势，按日历期对齐
经营现金流BJRIVNET
| Q4 25 | — | — | ||
| Q3 25 | $62.3M | $113.8M | ||
| Q2 25 | $4.6M | — | ||
| Q1 25 | — | $27.0M | ||
| Q4 24 | $27.3M | — | ||
| Q3 24 | $20.2M | $108.3M | ||
| Q2 24 | $22.3M | $55.8M | ||
| Q1 24 | — | $37.1M |
自由现金流BJRIVNET
| Q4 25 | — | — | ||
| Q3 25 | $41.9M | $-193.1M | ||
| Q2 25 | $-12.1M | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | $7.6M | — | ||
| Q3 24 | $735.0K | $-95.0M | ||
| Q2 24 | $448.0K | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率BJRIVNET
| Q4 25 | — | — | ||
| Q3 25 | 11.5% | -53.2% | ||
| Q2 25 | -3.5% | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 0.2% | -31.4% | ||
| Q2 24 | 0.1% | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度BJRIVNET
| Q4 25 | — | — | ||
| Q3 25 | 5.6% | 84.6% | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 5.6% | 67.3% | ||
| Q2 24 | 6.5% | 50.1% | ||
| Q1 24 | — | 53.0% |
现金转化率BJRIVNET
| 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
