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美国艺电(EA)与Texas Roadhouse, Inc.(TXRH)财务数据对比。点击上方公司名可切换其他公司
美国艺电的季度营收约是Texas Roadhouse, Inc.的1.3倍($1.9B vs $1.5B),Texas Roadhouse, Inc.净利率更高(5.8% vs 4.6%,领先1.2%),Texas Roadhouse, Inc.同比增速更快(3.1% vs 1.0%),过去两年Texas Roadhouse, Inc.的营收复合增速更高(12.8% vs 3.4%)
美国艺电(EA)是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业,1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱,公司将旗下游戏设计师与程序员称作“软件艺术家”,是全球知名的游戏厂商。
Texas Roadhouse是美国知名牛排连锁餐厅,主打德克萨斯及美国西南部风味餐食,核心产品为各类牛排。品牌总部位于肯塔基州路易斯维尔,旗下还运营另外两个餐饮品牌。截至2025年8月,品牌在美国49个州拥有约800家门店,同时在11个国家开设了70家海外门店。
EA vs TXRH — 直观对比
营收规模更大
EA
是对方的1.3倍
$1.5B
营收增速更快
TXRH
高出2.1%
1.0%
净利率更高
TXRH
高出1.2%
4.6%
两年增速更快
TXRH
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.5B |
| 净利润 | $88.0M | $86.7M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | 6.5% |
| 净利率 | 4.6% | 5.8% |
| 营收同比 | 1.0% | 3.1% |
| 净利润同比 | -70.0% | -26.9% |
| 每股收益(稀释后) | $0.35 | $1.29 |
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
EA
TXRH
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $1.4B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.8B | $1.3B |
净利润
EA
TXRH
| Q4 25 | $88.0M | $86.7M | ||
| Q3 25 | $137.0M | $84.9M | ||
| Q2 25 | $201.0M | $116.1M | ||
| Q1 25 | $254.0M | — | ||
| Q4 24 | $293.0M | $118.5M | ||
| Q3 24 | $294.0M | $86.8M | ||
| Q2 24 | $280.0M | $123.1M | ||
| Q1 24 | $182.0M | $116.0M |
毛利率
EA
TXRH
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
营业利润率
EA
TXRH
| Q4 25 | 6.7% | 6.5% | ||
| Q3 25 | 10.9% | 6.7% | ||
| Q2 25 | 16.2% | 9.3% | ||
| Q1 25 | 20.8% | — | ||
| Q4 24 | 20.0% | 9.6% | ||
| Q3 24 | 19.0% | 8.0% | ||
| Q2 24 | 21.9% | 10.6% | ||
| Q1 24 | 13.2% | 10.1% |
净利率
EA
TXRH
| Q4 25 | 4.6% | 5.8% | ||
| Q3 25 | 7.4% | 5.9% | ||
| Q2 25 | 12.0% | 8.0% | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 15.6% | 8.2% | ||
| Q3 24 | 14.5% | 6.8% | ||
| Q2 24 | 16.9% | 9.2% | ||
| Q1 24 | 10.2% | 8.8% |
每股收益(稀释后)
EA
TXRH
| Q4 25 | $0.35 | $1.29 | ||
| Q3 25 | $0.54 | $1.25 | ||
| Q2 25 | $0.79 | $1.70 | ||
| Q1 25 | $0.99 | — | ||
| Q4 24 | $1.11 | $1.73 | ||
| Q3 24 | $1.11 | $1.26 | ||
| Q2 24 | $1.04 | $1.79 | ||
| Q1 24 | $0.67 | $1.69 |
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 | $2.8B | $134.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $1.5B |
| 总资产 | $13.3B | $3.5B |
| 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
EA
TXRH
| Q4 25 | $2.8B | $134.7M | ||
| Q3 25 | $1.1B | $108.2M | ||
| Q2 25 | $1.5B | $221.1M | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.8B | $245.2M | ||
| Q3 24 | $2.2B | $189.2M | ||
| Q2 24 | $2.4B | $197.5M | ||
| Q1 24 | $2.9B | $213.4M |
股东权益
EA
TXRH
| Q4 25 | $6.2B | $1.5B | ||
| Q3 25 | $6.0B | $1.5B | ||
| Q2 25 | $6.1B | $1.4B | ||
| Q1 25 | $6.4B | — | ||
| Q4 24 | $7.4B | $1.4B | ||
| Q3 24 | $7.4B | $1.3B | ||
| Q2 24 | $7.4B | $1.3B | ||
| Q1 24 | $7.5B | $1.2B |
总资产
EA
TXRH
| Q4 25 | $13.3B | $3.5B | ||
| Q3 25 | $11.9B | $3.3B | ||
| Q2 25 | $11.7B | $3.2B | ||
| Q1 25 | $12.4B | — | ||
| Q4 24 | $13.5B | $3.2B | ||
| Q3 24 | $13.1B | $2.9B | ||
| Q2 24 | $12.7B | $2.9B | ||
| Q1 24 | $13.4B | $2.8B |
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 | $1.8B | — |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 20.75× | — |
| 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
EA
TXRH
| Q4 25 | $1.8B | — | ||
| Q3 25 | $130.0M | $143.6M | ||
| Q2 25 | $17.0M | $237.7M | ||
| Q1 25 | $549.0M | — | ||
| Q4 24 | $1.2B | $237.5M | ||
| Q3 24 | $234.0M | $138.7M | ||
| Q2 24 | $120.0M | $133.9M | ||
| Q1 24 | $580.0M | $243.4M |
自由现金流
EA
TXRH
| Q4 25 | — | — | ||
| Q3 25 | — | $14.7M | ||
| Q2 25 | — | $160.4M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $129.7M | ||
| Q3 24 | — | $47.7M | ||
| Q2 24 | — | $56.1M | ||
| Q1 24 | — | $165.8M |
自由现金流率
EA
TXRH
| Q4 25 | — | — | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 12.5% |
资本支出强度
EA
TXRH
| Q4 25 | — | — | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 5.9% |
现金转化率
EA
TXRH
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | 1.69× | ||
| Q2 25 | 0.08× | 2.05× | ||
| Q1 25 | 2.16× | — | ||
| Q4 24 | 4.01× | 2.00× | ||
| Q3 24 | 0.80× | 1.60× | ||
| Q2 24 | 0.43× | 1.09× | ||
| Q1 24 | 3.19× | 2.10× |
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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
TXRH
| Food And Beverage | $1.5B | 99% |
| Texas Roadhouse Segment | $21.2M | 1% |
| Franchise | $8.2M | 1% |
| Franchise Royalty | $7.4M | 0% |
| Bubba S33Segment | $2.3M | 0% |