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CRACKER BARREL OLD COUNTRY STORE, INC（CBRL）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是CRACKER BARREL OLD COUNTRY STORE, INC的1.8倍（$1.4B vs $797.2M），罗技净利率更高（17.7% vs -3.1%，领先20.7%），罗技同比增速更快（6.1% vs -10.9%），罗技自由现金流更多（$465.6M vs $-88.9M），过去两年罗技的营收复合增速更高（18.5% vs -2.4%）
Cracker Barrel是源自美国南方乡村风格的连锁餐厅与礼品店品牌，1969年由丹·埃文斯与汤米·洛创立，总部位于田纳西州黎巴嫩。品牌最初门店多开设在美国东南部和中西部的高速公路出口附近，于上世纪90年代至21世纪初逐步扩张至全美各地。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
CBRL vs LOGI — 直观对比
营收规模更大
LOGI
是对方的1.8倍
$797.2M
营收增速更快
LOGI
高出16.9%
-10.9%
净利率更高
LOGI
高出20.7%
-3.1%
自由现金流更多
LOGI
多$554.6M
$-88.9M
两年增速更快
LOGI
近两年复合增速
-2.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $797.2M | $1.4B |
| 净利润 | $-24.6M | $251.0M |
| 毛利率 | 68.8% | 43.2% |
| 营业利润率 | -4.1% | 20.1% |
| 净利率 | -3.1% | 17.7% |
| 营收同比 | -10.9% | 6.1% |
| 净利润同比 | -235.7% | 25.4% |
| 每股收益（稀释后） | $-1.10 | $1.69 |
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CBRLLOGI
| Q4 25 | $797.2M | $1.4B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $821.1M | $1.1B | ||
| Q1 25 | $949.4M | $1.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $894.4M | $1.1B | ||
| Q2 24 | $817.1M | $1.1B | ||
| Q1 24 | $935.4M | $1.0B |
净利润CBRLLOGI
| Q4 25 | $-24.6M | $251.0M | ||
| Q3 25 | — | $170.7M | ||
| Q2 25 | $12.6M | $146.0M | ||
| Q1 25 | $22.2M | $144.1M | ||
| Q4 24 | — | $200.1M | ||
| Q3 24 | $18.1M | $145.5M | ||
| Q2 24 | $-9.2M | $141.8M | ||
| Q1 24 | $26.5M | $167.6M |
毛利率CBRLLOGI
| Q4 25 | 68.8% | 43.2% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | 69.9% | 41.7% | ||
| Q1 25 | 67.4% | 43.1% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | 69.6% | 43.6% | ||
| Q2 24 | 70.0% | 42.8% | ||
| Q1 24 | 66.3% | 43.2% |
营业利润率CBRLLOGI
| Q4 25 | -4.1% | 20.1% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | 1.8% | 14.1% | ||
| Q1 25 | 3.1% | 10.5% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | 2.5% | 14.4% | ||
| Q2 24 | -2.4% | 14.1% | ||
| Q1 24 | 3.3% | 12.9% |
净利率CBRLLOGI
| Q4 25 | -3.1% | 17.7% | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | 1.5% | 12.7% | ||
| Q1 25 | 2.3% | 14.3% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | 2.0% | 13.0% | ||
| Q2 24 | -1.1% | 13.0% | ||
| Q1 24 | 2.8% | 16.6% |
每股收益（稀释后）CBRLLOGI
| Q4 25 | $-1.10 | $1.69 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | $0.56 | $0.98 | ||
| Q1 25 | $0.99 | $0.94 | ||
| Q4 24 | — | $1.32 | ||
| Q3 24 | $0.80 | $0.95 | ||
| Q2 24 | $-0.41 | $0.92 | ||
| Q1 24 | $1.19 | $1.07 |
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 | $8.9M | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $428.8M | $2.3B |
| 总资产 | $2.2B | $4.1B |
| 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CBRLLOGI
| Q4 25 | $8.9M | $1.8B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $9.8M | $1.5B | ||
| Q1 25 | $10.3M | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $12.0M | $1.4B | ||
| Q2 24 | $11.9M | $1.5B | ||
| Q1 24 | $12.6M | $1.5B |
股东权益CBRLLOGI
| Q4 25 | $428.8M | $2.3B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $469.3M | $2.2B | ||
| Q1 25 | $460.9M | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $440.1M | $2.1B | ||
| Q2 24 | $426.6M | $2.2B | ||
| Q1 24 | $462.0M | $2.2B |
总资产CBRLLOGI
| Q4 25 | $2.2B | $4.1B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | $2.2B | $3.6B | ||
| Q2 24 | $2.2B | $3.7B | ||
| Q1 24 | $2.2B | $3.6B |
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 | $-53.4M | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $-88.9M | $465.6M |
| 自由现金流率自由现金流/营收 | -11.2% | 32.8% |
| 资本支出强度资本支出/营收 | 4.5% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | $903.6M |
8季度趋势，按日历期对齐
经营现金流CBRLLOGI
| Q4 25 | $-53.4M | $480.5M | ||
| Q3 25 | — | $228.8M | ||
| Q2 25 | $23.0M | $125.0M | ||
| Q1 25 | — | $129.7M | ||
| Q4 24 | — | $370.9M | ||
| Q3 24 | $69.5M | $166.0M | ||
| Q2 24 | $37.6M | $176.0M | ||
| Q1 24 | $77.7M | $239.1M |
自由现金流CBRLLOGI
| Q4 25 | $-88.9M | $465.6M | ||
| Q3 25 | — | $212.3M | ||
| Q2 25 | $-13.6M | $108.8M | ||
| Q1 25 | — | $116.9M | ||
| Q4 24 | — | $356.6M | ||
| Q3 24 | $22.1M | $151.5M | ||
| Q2 24 | $8.2M | $161.4M | ||
| Q1 24 | $50.9M | $228.8M |
自由现金流率CBRLLOGI
| Q4 25 | -11.2% | 32.8% | ||
| Q3 25 | — | 17.9% | ||
| Q2 25 | -1.7% | 9.5% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 2.5% | 13.6% | ||
| Q2 24 | 1.0% | 14.8% | ||
| Q1 24 | 5.4% | 22.6% |
资本支出强度CBRLLOGI
| Q4 25 | 4.5% | 1.0% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | 4.5% | 1.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | 5.3% | 1.3% | ||
| Q2 24 | 3.6% | 1.3% | ||
| Q1 24 | 2.9% | 1.0% |
现金转化率CBRLLOGI
| Q4 25 | — | 1.91× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | 1.83× | 0.86× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | 3.83× | 1.14× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | 2.93× | 1.43× |
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
CBRL
| Restaurant | $650.6M | 82% |
| Retail | $146.6M | 18% |
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
