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CRACKER BARREL OLD COUNTRY STORE, INC（CBRL）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是CRACKER BARREL OLD COUNTRY STORE, INC的1.5倍（$1.2B vs $797.2M），PLEXUS CORP净利率更高（4.3% vs -3.1%，领先7.4%），PLEXUS CORP同比增速更快（18.7% vs -10.9%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
CBRL vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.5倍
$797.2M
营收增速更快
PLXS
高出29.6%
-10.9%
净利率更高
PLXS
高出7.4%
-3.1%
两年增速更快
PLXS
近两年复合增速
-2.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $797.2M | $1.2B |
| 净利润 | $-24.6M | $49.8M |
| 毛利率 | 68.8% | 10.2% |
| 营业利润率 | -4.1% | 5.3% |
| 净利率 | -3.1% | 4.3% |
| 营收同比 | -10.9% | 18.7% |
| 净利润同比 | -235.7% | 27.5% |
| 每股收益（稀释后） | $-1.10 | $1.82 |
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CBRLPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $797.2M | — | ||
| Q2 25 | $821.1M | — | ||
| Q1 25 | $949.4M | — | ||
| Q3 24 | $894.4M | — | ||
| Q2 24 | $817.1M | — | ||
| Q1 24 | $935.4M | — | ||
| Q4 23 | $823.8M | — |
净利润CBRLPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $-24.6M | — | ||
| Q2 25 | $12.6M | — | ||
| Q1 25 | $22.2M | — | ||
| Q3 24 | $18.1M | — | ||
| Q2 24 | $-9.2M | — | ||
| Q1 24 | $26.5M | — | ||
| Q4 23 | $5.5M | — |
毛利率CBRLPLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | 68.8% | — | ||
| Q2 25 | 69.9% | — | ||
| Q1 25 | 67.4% | — | ||
| Q3 24 | 69.6% | — | ||
| Q2 24 | 70.0% | — | ||
| Q1 24 | 66.3% | — | ||
| Q4 23 | 69.0% | — |
营业利润率CBRLPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | -4.1% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 3.1% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | -2.4% | — | ||
| Q1 24 | 3.3% | — | ||
| Q4 23 | 1.4% | — |
净利率CBRLPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | -3.1% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 2.3% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | 2.8% | — | ||
| Q4 23 | 0.7% | — |
每股收益（稀释后）CBRLPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $-1.10 | — | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.99 | — | ||
| Q3 24 | $0.80 | — | ||
| Q2 24 | $-0.41 | — | ||
| Q1 24 | $1.19 | — | ||
| Q4 23 | $0.25 | — |
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 | $303.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $428.8M | $1.5B |
| 总资产 | $2.2B | $3.4B |
| 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CBRLPLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $8.9M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $10.3M | — | ||
| Q3 24 | $12.0M | — | ||
| Q2 24 | $11.9M | — | ||
| Q1 24 | $12.6M | — | ||
| Q4 23 | $13.9M | — |
股东权益CBRLPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $428.8M | — | ||
| Q2 25 | $469.3M | — | ||
| Q1 25 | $460.9M | — | ||
| Q3 24 | $440.1M | — | ||
| Q2 24 | $426.6M | — | ||
| Q1 24 | $462.0M | — | ||
| Q4 23 | $460.3M | — |
总资产CBRLPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.2B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.2B | — | ||
| Q4 23 | $2.2B | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-88.9M | — |
| 自由现金流率自由现金流/营收 | -11.2% | — |
| 资本支出强度资本支出/营收 | 4.5% | — |
| 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CBRLPLXS
| Q1 26 | — | — | ||
| Q4 25 | $-53.4M | — | ||
| Q2 25 | $23.0M | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $69.5M | — | ||
| Q2 24 | $37.6M | — | ||
| Q1 24 | $77.7M | — | ||
| Q4 23 | $-15.8M | — |
自由现金流CBRLPLXS
| Q1 26 | — | — | ||
| Q4 25 | $-88.9M | — | ||
| Q2 25 | $-13.6M | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $22.1M | — | ||
| Q2 24 | $8.2M | — | ||
| Q1 24 | $50.9M | — | ||
| Q4 23 | $-40.5M | — |
自由现金流率CBRLPLXS
| Q1 26 | — | — | ||
| Q4 25 | -11.2% | — | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 5.4% | — | ||
| Q4 23 | -4.9% | — |
资本支出强度CBRLPLXS
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 2.9% | — | ||
| Q4 23 | 3.0% | — |
现金转化率CBRLPLXS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q2 25 | 1.83× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 3.83× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.93× | — | ||
| Q4 23 | -2.90× | — |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
