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BXP, Inc.(BXP)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
BRINKER INTERNATIONAL, INC的季度营收约是BXP, Inc.的1.7倍($1.5B vs $872.1M),BXP, Inc.净利率更高(15.3% vs 8.7%,领先6.6%),BRINKER INTERNATIONAL, INC同比增速更快(3.2% vs 0.8%),过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高(10.3% vs 1.3%)
BXP是美国头部商业地产投资信托企业,核心业务为持有、运营及开发A级高端写字楼资产,项目覆盖纽约、波士顿、旧金山等美国核心都市圈,服务企业、科技、专业服务等领域的多元租户。
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。
BXP vs EAT — 直观对比
营收规模更大
EAT
是对方的1.7倍
$872.1M
营收增速更快
EAT
高出2.4%
0.8%
净利率更高
BXP
高出6.6%
8.7%
两年增速更快
EAT
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $1.5B |
| 净利润 | $133.0M | $127.9M |
| 毛利率 | — | — |
| 营业利润率 | — | 11.3% |
| 净利率 | 15.3% | 8.7% |
| 营收同比 | 0.8% | 3.2% |
| 净利润同比 | 53.0% | — |
| 每股收益(稀释后) | $1.69 | $2.87 |
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
BXP
EAT
| Q1 26 | $872.1M | $1.5B | ||
| Q4 25 | $877.1M | $1.5B | ||
| Q3 25 | $871.5M | $1.3B | ||
| Q2 25 | $868.5M | $1.5B | ||
| Q1 25 | $865.2M | $1.4B | ||
| Q4 24 | $858.6M | $1.4B | ||
| Q3 24 | $859.2M | $1.1B | ||
| Q2 24 | $850.5M | $1.2B |
净利润
BXP
EAT
| Q1 26 | $133.0M | $127.9M | ||
| Q4 25 | $248.4M | $128.5M | ||
| Q3 25 | $-121.7M | $99.5M | ||
| Q2 25 | $89.0M | $107.0M | ||
| Q1 25 | $61.2M | $119.1M | ||
| Q4 24 | $-228.9M | $118.5M | ||
| Q3 24 | $83.6M | $38.5M | ||
| Q2 24 | $79.6M | $57.3M |
毛利率
BXP
EAT
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 59.2% | — | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.8% | — |
营业利润率
BXP
EAT
| Q1 26 | — | 11.3% | ||
| Q4 25 | — | 11.6% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | — | 11.5% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 6.1% |
净利率
BXP
EAT
| Q1 26 | 15.3% | 8.7% | ||
| Q4 25 | 28.3% | 8.8% | ||
| Q3 25 | -14.0% | 7.4% | ||
| Q2 25 | 10.2% | 7.3% | ||
| Q1 25 | 7.1% | 8.4% | ||
| Q4 24 | -26.7% | 8.7% | ||
| Q3 24 | 9.7% | 3.4% | ||
| Q2 24 | 9.4% | 4.7% |
每股收益(稀释后)
BXP
EAT
| Q1 26 | $1.69 | $2.87 | ||
| Q4 25 | $1.56 | $2.86 | ||
| Q3 25 | $-0.77 | $2.17 | ||
| Q2 25 | $0.56 | $2.31 | ||
| Q1 25 | $0.39 | $2.56 | ||
| Q4 24 | $-1.46 | $2.61 | ||
| Q3 24 | $0.53 | $0.84 | ||
| Q2 24 | $0.51 | $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 | $512.8M | — |
| 总债务越低越好 | — | $424.4M |
| 股东权益账面价值 | $7.7B | $406.0M |
| 总资产 | $25.1B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 1.05× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
EAT
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $15.0M | ||
| Q3 25 | $861.1M | $33.6M | ||
| Q2 25 | $447.0M | $18.9M | ||
| Q1 25 | $398.1M | $17.5M | ||
| Q4 24 | $1.3B | $14.8M | ||
| Q3 24 | $1.4B | $16.2M | ||
| Q2 24 | $685.4M | $64.6M |
总债务
BXP
EAT
| Q1 26 | — | $424.4M | ||
| Q4 25 | — | $451.3M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $426.0M | ||
| Q1 25 | — | $518.3M | ||
| Q4 24 | — | $652.0M | ||
| Q3 24 | — | $806.9M | ||
| Q2 24 | — | $786.3M |
股东权益
BXP
EAT
| Q1 26 | $7.7B | $406.0M | ||
| Q4 25 | $5.1B | $379.3M | ||
| Q3 25 | $5.0B | $343.9M | ||
| Q2 25 | $5.3B | $370.9M | ||
| Q1 25 | $5.3B | $259.0M | ||
| Q4 24 | $5.4B | $131.5M | ||
| Q3 24 | $5.8B | $12.7M | ||
| Q2 24 | $5.8B | $39.4M |
总资产
BXP
EAT
| Q1 26 | $25.1B | $2.8B | ||
| Q4 25 | $26.2B | $2.7B | ||
| Q3 25 | $26.0B | $2.7B | ||
| Q2 25 | $25.6B | $2.7B | ||
| Q1 25 | $25.4B | $2.6B | ||
| Q4 24 | $26.1B | $2.6B | ||
| Q3 24 | $26.4B | $2.5B | ||
| Q2 24 | $25.5B | $2.6B |
负债/权益比
BXP
EAT
| Q1 26 | — | 1.05× | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 2.00× | ||
| Q4 24 | — | 4.96× | ||
| Q3 24 | — | 63.54× | ||
| Q2 24 | — | 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 | — | $571.8M |
| 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 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | 4.47× |
| 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
BXP
EAT
| Q1 26 | — | $571.8M | ||
| Q4 25 | $407.8M | $218.9M | ||
| Q3 25 | $274.2M | $120.8M | ||
| Q2 25 | $353.1M | $186.0M | ||
| Q1 25 | $210.0M | $212.0M | ||
| Q4 24 | $383.7M | $218.2M | ||
| Q3 24 | $286.1M | $62.8M | ||
| Q2 24 | $367.1M | $141.5M |
自由现金流
BXP
EAT
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $155.2M | ||
| Q3 25 | $231.6M | $62.2M | ||
| Q2 25 | $281.5M | $106.1M | ||
| Q1 25 | $152.6M | $132.4M | ||
| Q4 24 | $312.5M | $168.9M | ||
| Q3 24 | $234.5M | $6.3M | ||
| Q2 24 | $332.4M | $83.5M |
自由现金流率
BXP
EAT
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 10.7% | ||
| Q3 25 | 26.6% | 4.6% | ||
| Q2 25 | 32.4% | 7.3% | ||
| Q1 25 | 17.6% | 9.3% | ||
| Q4 24 | 36.4% | 12.4% | ||
| Q3 24 | 27.3% | 0.6% | ||
| Q2 24 | 39.1% | 6.9% |
资本支出强度
BXP
EAT
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 4.4% | ||
| Q3 25 | 4.9% | 4.3% | ||
| Q2 25 | 8.2% | 5.5% | ||
| Q1 25 | 6.6% | 5.6% | ||
| Q4 24 | 8.3% | 3.6% | ||
| Q3 24 | 6.0% | 5.0% | ||
| Q2 24 | 4.1% | 4.8% |
现金转化率
BXP
EAT
| Q1 26 | — | 4.47× | ||
| Q4 25 | 1.64× | 1.70× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | 3.97× | 1.74× | ||
| Q1 25 | 3.43× | 1.78× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 3.42× | 1.63× | ||
| Q2 24 | 4.61× | 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
BXP
| Lease | $818.2M | 94% |
| Parking and other | $30.8M | 4% |
| Development and management services | $9.2M | 1% |
EAT
| Company sales | $1.5B | 99% |
| Franchise revenues | $14.7M | 1% |