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CRACKER BARREL OLD COUNTRY STORE, INC（CBRL）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是CRACKER BARREL OLD COUNTRY STORE, INC的1.8倍（$1.5B vs $797.2M），CRACKER BARREL OLD COUNTRY STORE, INC净利率更高（-3.1% vs -3.1%，领先0.0%），CRACKER BARREL OLD COUNTRY STORE, INC同比增速更快（-10.9% vs -11.9%），RXO, Inc.自由现金流更多（$-9.0M vs $-88.9M），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
CBRL vs RXO — 直观对比
营收规模更大
RXO
是对方的1.8倍
$797.2M
营收增速更快
CBRL
高出1.0%
-11.9%
净利率更高
CBRL
高出0.0%
-3.1%
自由现金流更多
RXO
多$79.9M
$-88.9M
两年增速更快
RXO
近两年复合增速
-2.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $797.2M | $1.5B |
| 净利润 | $-24.6M | $-46.0M |
| 毛利率 | 68.8% | — |
| 营业利润率 | -4.1% | -2.9% |
| 净利率 | -3.1% | -3.1% |
| 营收同比 | -10.9% | -11.9% |
| 净利润同比 | -235.7% | -84.0% |
| 每股收益（稀释后） | $-1.10 | $-0.28 |
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CBRLRXO
| Q4 25 | $797.2M | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $821.1M | $1.4B | ||
| Q1 25 | $949.4M | $1.4B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $894.4M | $1.0B | ||
| Q2 24 | $817.1M | $930.0M | ||
| Q1 24 | $935.4M | $913.0M |
净利润CBRLRXO
| Q4 25 | $-24.6M | $-46.0M | ||
| Q3 25 | — | $-14.0M | ||
| Q2 25 | $12.6M | $-9.0M | ||
| Q1 25 | $22.2M | $-31.0M | ||
| Q4 24 | — | $-25.0M | ||
| Q3 24 | $18.1M | $-243.0M | ||
| Q2 24 | $-9.2M | $-7.0M | ||
| Q1 24 | $26.5M | $-15.0M |
毛利率CBRLRXO
| Q4 25 | 68.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 69.9% | — | ||
| Q1 25 | 67.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 69.6% | — | ||
| Q2 24 | 70.0% | — | ||
| Q1 24 | 66.3% | — |
营业利润率CBRLRXO
| Q4 25 | -4.1% | -2.9% | ||
| Q3 25 | — | -0.5% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 3.1% | -2.1% | ||
| Q4 24 | — | -1.4% | ||
| Q3 24 | 2.5% | -1.9% | ||
| Q2 24 | -2.4% | — | ||
| Q1 24 | 3.3% | -1.3% |
净利率CBRLRXO
| Q4 25 | -3.1% | -3.1% | ||
| Q3 25 | — | -1.0% | ||
| Q2 25 | 1.5% | -0.6% | ||
| Q1 25 | 2.3% | -2.2% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | 2.0% | -23.4% | ||
| Q2 24 | -1.1% | -0.8% | ||
| Q1 24 | 2.8% | -1.6% |
每股收益（稀释后）CBRLRXO
| Q4 25 | $-1.10 | $-0.28 | ||
| Q3 25 | — | $-0.08 | ||
| Q2 25 | $0.56 | $-0.05 | ||
| Q1 25 | $0.99 | $-0.18 | ||
| Q4 24 | — | $-0.17 | ||
| Q3 24 | $0.80 | $-1.81 | ||
| Q2 24 | $-0.41 | $-0.06 | ||
| Q1 24 | $1.19 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $428.8M | $1.5B |
| 总资产 | $2.2B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资CBRLRXO
| Q4 25 | $8.9M | $17.0M | ||
| Q3 25 | — | $25.0M | ||
| Q2 25 | $9.8M | $18.0M | ||
| Q1 25 | $10.3M | $16.0M | ||
| Q4 24 | — | $35.0M | ||
| Q3 24 | $12.0M | $55.0M | ||
| Q2 24 | $11.9M | $7.0M | ||
| Q1 24 | $12.6M | $7.0M |
总债务CBRLRXO
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益CBRLRXO
| Q4 25 | $428.8M | $1.5B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $469.3M | $1.6B | ||
| Q1 25 | $460.9M | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $440.1M | $1.7B | ||
| Q2 24 | $426.6M | $579.0M | ||
| Q1 24 | $462.0M | $582.0M |
总资产CBRLRXO
| Q4 25 | $2.2B | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $2.1B | $3.3B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $2.2B | $3.4B | ||
| Q2 24 | $2.2B | $1.8B | ||
| Q1 24 | $2.2B | $1.8B |
负债/权益比CBRLRXO
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $-88.9M | $-9.0M |
| 自由现金流率自由现金流/营收 | -11.2% | -0.6% |
| 资本支出强度资本支出/营收 | 4.5% | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流CBRLRXO
| Q4 25 | $-53.4M | $7.0M | ||
| Q3 25 | — | $23.0M | ||
| Q2 25 | $23.0M | $23.0M | ||
| Q1 25 | — | $-2.0M | ||
| Q4 24 | — | $-7.0M | ||
| Q3 24 | $69.5M | $-7.0M | ||
| Q2 24 | $37.6M | $-5.0M | ||
| Q1 24 | $77.7M | $7.0M |
自由现金流CBRLRXO
| Q4 25 | $-88.9M | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | $-13.6M | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | $22.1M | $-18.0M | ||
| Q2 24 | $8.2M | $-16.0M | ||
| Q1 24 | $50.9M | $-4.0M |
自由现金流率CBRLRXO
| Q4 25 | -11.2% | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | -1.7% | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 2.5% | -1.7% | ||
| Q2 24 | 1.0% | -1.7% | ||
| Q1 24 | 5.4% | -0.4% |
资本支出强度CBRLRXO
| Q4 25 | 4.5% | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | 4.5% | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 5.3% | 1.1% | ||
| Q2 24 | 3.6% | 1.2% | ||
| Q1 24 | 2.9% | 1.2% |
现金转化率CBRLRXO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.83× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.93× | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
