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BRINKER INTERNATIONAL, INC(EAT)与简柏特(G)财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是简柏特的1.1倍($1.5B vs $1.3B),简柏特净利率更高(10.8% vs 8.8%,领先2.0%),BRINKER INTERNATIONAL, INC同比增速更快(6.9% vs 5.6%),简柏特自由现金流更多($269.0M vs $155.2M),过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高(13.9% vs 8.0%)
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。
简柏特是全球领先的信息技术服务、咨询及外包提供商,总部位于美国纽约,最初成立于印度古尔冈,法定注册地为百慕大。集团现有员工超12.5万名,服务覆盖全球30多个国家,于纽交所上市,2023年总营收达44.8亿美元。
EAT vs G — 直观对比
营收规模更大
EAT
是对方的1.1倍
$1.3B
营收增速更快
EAT
高出1.3%
5.6%
净利率更高
G
高出2.0%
8.8%
自由现金流更多
G
多$113.8M
$155.2M
两年增速更快
EAT
近两年复合增速
8.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.3B |
| 净利润 | $128.5M | $143.1M |
| 毛利率 | — | 36.6% |
| 营业利润率 | 11.6% | 14.8% |
| 净利率 | 8.8% | 10.8% |
| 营收同比 | 6.9% | 5.6% |
| 净利润同比 | 8.4% | 0.8% |
| 每股收益(稀释后) | $2.86 | $0.82 |
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
EAT
G
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.1B | $1.1B |
净利润
EAT
G
| Q4 25 | $128.5M | $143.1M | ||
| Q3 25 | $99.5M | $145.8M | ||
| Q2 25 | $107.0M | $132.7M | ||
| Q1 25 | $119.1M | $130.9M | ||
| Q4 24 | $118.5M | $141.9M | ||
| Q3 24 | $38.5M | $132.8M | ||
| Q2 24 | $57.3M | $122.0M | ||
| Q1 24 | $48.7M | $116.9M |
毛利率
EAT
G
| Q4 25 | — | 36.6% | ||
| Q3 25 | — | 36.4% | ||
| Q2 25 | — | 35.9% | ||
| Q1 25 | — | 35.3% | ||
| Q4 24 | — | 35.7% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 35.4% | ||
| Q1 24 | — | 35.0% |
营业利润率
EAT
G
| Q4 25 | 11.6% | 14.8% | ||
| Q3 25 | 8.7% | 14.8% | ||
| Q2 25 | 9.8% | 14.3% | ||
| Q1 25 | 11.0% | 15.1% | ||
| Q4 24 | 11.5% | 15.2% | ||
| Q3 24 | 5.0% | 15.0% | ||
| Q2 24 | 6.1% | 14.5% | ||
| Q1 24 | 6.2% | 14.1% |
净利率
EAT
G
| Q4 25 | 8.8% | 10.8% | ||
| Q3 25 | 7.4% | 11.3% | ||
| Q2 25 | 7.3% | 10.6% | ||
| Q1 25 | 8.4% | 10.8% | ||
| Q4 24 | 8.7% | 11.4% | ||
| Q3 24 | 3.4% | 11.0% | ||
| Q2 24 | 4.7% | 10.4% | ||
| Q1 24 | 4.3% | 10.3% |
每股收益(稀释后)
EAT
G
| Q4 25 | $2.86 | $0.82 | ||
| Q3 25 | $2.17 | $0.83 | ||
| Q2 25 | $2.31 | $0.75 | ||
| Q1 25 | $2.56 | $0.73 | ||
| Q4 24 | $2.61 | $0.80 | ||
| Q3 24 | $0.84 | $0.74 | ||
| Q2 24 | $1.22 | $0.67 | ||
| Q1 24 | $1.08 | $0.64 |
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 | $15.0M | $1.2B |
| 总债务越低越好 | $451.3M | $1.5B |
| 股东权益账面价值 | $379.3M | $2.5B |
| 总资产 | $2.7B | $5.8B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.60× |
8季度趋势,按日历期对齐
现金及短期投资
EAT
G
| Q4 25 | $15.0M | $1.2B | ||
| Q3 25 | $33.6M | $740.8M | ||
| Q2 25 | $18.9M | $663.3M | ||
| Q1 25 | $17.5M | $561.6M | ||
| Q4 24 | $14.8M | $671.6M | ||
| Q3 24 | $16.2M | $1.0B | ||
| Q2 24 | $64.6M | $914.2M | ||
| Q1 24 | $15.5M | $478.4M |
总债务
EAT
G
| Q4 25 | $451.3M | $1.5B | ||
| Q3 25 | $525.8M | $1.2B | ||
| Q2 25 | $426.0M | $1.2B | ||
| Q1 25 | $518.3M | $1.2B | ||
| Q4 24 | $652.0M | $1.2B | ||
| Q3 24 | $806.9M | $1.6B | ||
| Q2 24 | $786.3M | $1.6B | ||
| Q1 24 | $818.5M | $1.2B |
股东权益
EAT
G
| Q4 25 | $379.3M | $2.5B | ||
| Q3 25 | $343.9M | $2.5B | ||
| Q2 25 | $370.9M | $2.6B | ||
| Q1 25 | $259.0M | $2.5B | ||
| Q4 24 | $131.5M | $2.4B | ||
| Q3 24 | $12.7M | $2.4B | ||
| Q2 24 | $39.4M | $2.3B | ||
| Q1 24 | $-46.7M | $2.3B |
总资产
EAT
G
| Q4 25 | $2.7B | $5.8B | ||
| Q3 25 | $2.7B | $5.4B | ||
| Q2 25 | $2.7B | $5.3B | ||
| Q1 25 | $2.6B | $4.9B | ||
| Q4 24 | $2.6B | $5.0B | ||
| Q3 24 | $2.5B | $5.3B | ||
| Q2 24 | $2.6B | $5.2B | ||
| Q1 24 | $2.5B | $4.7B |
负债/权益比
EAT
G
| Q4 25 | 1.19× | 0.60× | ||
| Q3 25 | 1.53× | 0.47× | ||
| Q2 25 | 1.15× | 0.47× | ||
| Q1 25 | 2.00× | 0.50× | ||
| Q4 24 | 4.96× | 0.51× | ||
| Q3 24 | 63.54× | 0.68× | ||
| Q2 24 | 19.96× | 0.70× | ||
| Q1 24 | — | 0.54× |
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 | $218.9M | $286.7M |
| 自由现金流经营现金流 - 资本支出 | $155.2M | $269.0M |
| 自由现金流率自由现金流/营收 | 10.7% | 20.4% |
| 资本支出强度资本支出/营收 | 4.4% | 1.3% |
| 现金转化率经营现金流/净利润 | 1.70× | 2.00× |
| 过去12个月自由现金流最近4个季度 | $455.9M | $734.7M |
8季度趋势,按日历期对齐
经营现金流
EAT
G
| Q4 25 | $218.9M | $286.7M | ||
| Q3 25 | $120.8M | $308.4M | ||
| Q2 25 | $186.0M | $177.4M | ||
| Q1 25 | $212.0M | $40.4M | ||
| Q4 24 | $218.2M | $203.2M | ||
| Q3 24 | $62.8M | $228.5M | ||
| Q2 24 | $141.5M | $209.3M | ||
| Q1 24 | $130.1M | $-25.6M |
自由现金流
EAT
G
| Q4 25 | $155.2M | $269.0M | ||
| Q3 25 | $62.2M | $292.0M | ||
| Q2 25 | $106.1M | $155.1M | ||
| Q1 25 | $132.4M | $18.5M | ||
| Q4 24 | $168.9M | $183.5M | ||
| Q3 24 | $6.3M | $208.7M | ||
| Q2 24 | $83.5M | $190.0M | ||
| Q1 24 | $78.7M | $-49.6M |
自由现金流率
EAT
G
| Q4 25 | 10.7% | 20.4% | ||
| Q3 25 | 4.6% | 22.6% | ||
| Q2 25 | 7.3% | 12.4% | ||
| Q1 25 | 9.3% | 1.5% | ||
| Q4 24 | 12.4% | 14.7% | ||
| Q3 24 | 0.6% | 17.2% | ||
| Q2 24 | 6.9% | 16.2% | ||
| Q1 24 | 7.0% | -4.4% |
资本支出强度
EAT
G
| Q4 25 | 4.4% | 1.3% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 5.5% | 1.8% | ||
| Q1 25 | 5.6% | 1.8% | ||
| Q4 24 | 3.6% | 1.6% | ||
| Q3 24 | 5.0% | 1.6% | ||
| Q2 24 | 4.8% | 1.6% | ||
| Q1 24 | 4.6% | 2.1% |
现金转化率
EAT
G
| Q4 25 | 1.70× | 2.00× | ||
| Q3 25 | 1.21× | 2.11× | ||
| Q2 25 | 1.74× | 1.34× | ||
| Q1 25 | 1.78× | 0.31× | ||
| Q4 24 | 1.84× | 1.43× | ||
| Q3 24 | 1.63× | 1.72× | ||
| Q2 24 | 2.47× | 1.72× | ||
| Q1 24 | 2.67× | -0.22× |
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
EAT
| Chilis Restaurants | $1.3B | 91% |
| Maggianos Restaurants | $134.9M | 9% |
| Franchise Revenues | $13.4M | 1% |
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |