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BRINKER INTERNATIONAL, INC(EAT)与HUBSPOT INC(HUBS)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HUBSPOT INC的1.7倍($1.5B vs $846.7M),BRINKER INTERNATIONAL, INC净利率更高(8.8% vs 6.4%,领先2.4%),HUBSPOT INC同比增速更快(20.4% vs 6.9%),HUBSPOT INC自由现金流更多($234.0M vs $155.2M),过去两年HUBSPOT INC的营收复合增速更高(17.1% vs 13.9%)
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。
HubSpot Inc.是总部位于美国马萨诸塞州剑桥市的企业服务提供商,2006年由布莱恩·哈利根与达尔梅什·沙阿联合创立,专注于研发和推广适配营销、销售及客户服务全场景的软件产品,为全球各规模企业的数字化运营提供工具支持。
EAT vs HUBS — 直观对比
营收规模更大
EAT
是对方的1.7倍
$846.7M
营收增速更快
HUBS
高出13.5%
6.9%
净利率更高
EAT
高出2.4%
6.4%
自由现金流更多
HUBS
多$78.8M
$155.2M
两年增速更快
HUBS
近两年复合增速
13.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $846.7M |
| 净利润 | $128.5M | $54.4M |
| 毛利率 | — | 83.7% |
| 营业利润率 | 11.6% | 5.7% |
| 净利率 | 8.8% | 6.4% |
| 营收同比 | 6.9% | 20.4% |
| 净利润同比 | 8.4% | 992.2% |
| 每股收益(稀释后) | $2.86 | $1.03 |
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
HUBS
| Q4 25 | $1.5B | $846.7M | ||
| Q3 25 | $1.3B | $809.5M | ||
| Q2 25 | $1.5B | $760.9M | ||
| Q1 25 | $1.4B | $714.1M | ||
| Q4 24 | $1.4B | $703.2M | ||
| Q3 24 | $1.1B | $669.7M | ||
| Q2 24 | $1.2B | $637.2M | ||
| Q1 24 | $1.1B | $617.4M |
净利润
EAT
HUBS
| Q4 25 | $128.5M | $54.4M | ||
| Q3 25 | $99.5M | $16.5M | ||
| Q2 25 | $107.0M | $-3.3M | ||
| Q1 25 | $119.1M | $-21.8M | ||
| Q4 24 | $118.5M | $5.0M | ||
| Q3 24 | $38.5M | $8.1M | ||
| Q2 24 | $57.3M | $-14.4M | ||
| Q1 24 | $48.7M | $5.9M |
毛利率
EAT
HUBS
| Q4 25 | — | 83.7% | ||
| Q3 25 | — | 83.5% | ||
| Q2 25 | — | 83.9% | ||
| Q1 25 | — | 83.9% | ||
| Q4 24 | — | 85.3% | ||
| Q3 24 | — | 85.2% | ||
| Q2 24 | — | 85.0% | ||
| Q1 24 | — | 84.6% |
营业利润率
EAT
HUBS
| Q4 25 | 11.6% | 5.7% | ||
| Q3 25 | 8.7% | 1.4% | ||
| Q2 25 | 9.8% | -3.2% | ||
| Q1 25 | 11.0% | -3.8% | ||
| Q4 24 | 11.5% | -1.5% | ||
| Q3 24 | 5.0% | -1.4% | ||
| Q2 24 | 6.1% | -3.8% | ||
| Q1 24 | 6.2% | -3.8% |
净利率
EAT
HUBS
| Q4 25 | 8.8% | 6.4% | ||
| Q3 25 | 7.4% | 2.0% | ||
| Q2 25 | 7.3% | -0.4% | ||
| Q1 25 | 8.4% | -3.1% | ||
| Q4 24 | 8.7% | 0.7% | ||
| Q3 24 | 3.4% | 1.2% | ||
| Q2 24 | 4.7% | -2.3% | ||
| Q1 24 | 4.3% | 1.0% |
每股收益(稀释后)
EAT
HUBS
| Q4 25 | $2.86 | $1.03 | ||
| Q3 25 | $2.17 | $0.31 | ||
| Q2 25 | $2.31 | $-0.06 | ||
| Q1 25 | $2.56 | $-0.42 | ||
| Q4 24 | $2.61 | $0.09 | ||
| Q3 24 | $0.84 | $0.16 | ||
| Q2 24 | $1.22 | $-0.28 | ||
| Q1 24 | $1.08 | $0.12 |
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 | $882.2M |
| 总债务越低越好 | $451.3M | — |
| 股东权益账面价值 | $379.3M | $2.1B |
| 总资产 | $2.7B | $3.9B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势,按日历期对齐
现金及短期投资
EAT
HUBS
| Q4 25 | $15.0M | $882.2M | ||
| Q3 25 | $33.6M | $614.4M | ||
| Q2 25 | $18.9M | $601.2M | ||
| Q1 25 | $17.5M | $625.0M | ||
| Q4 24 | $14.8M | $512.7M | ||
| Q3 24 | $16.2M | $410.1M | ||
| Q2 24 | $64.6M | $797.9M | ||
| Q1 24 | $15.5M | $447.8M |
总债务
EAT
HUBS
| Q4 25 | $451.3M | — | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $426.0M | — | ||
| Q1 25 | $518.3M | — | ||
| Q4 24 | $652.0M | — | ||
| Q3 24 | $806.9M | — | ||
| Q2 24 | $786.3M | — | ||
| Q1 24 | $818.5M | — |
股东权益
EAT
HUBS
| Q4 25 | $379.3M | $2.1B | ||
| Q3 25 | $343.9M | $1.9B | ||
| Q2 25 | $370.9M | $2.1B | ||
| Q1 25 | $259.0M | $2.0B | ||
| Q4 24 | $131.5M | $1.9B | ||
| Q3 24 | $12.7M | $1.8B | ||
| Q2 24 | $39.4M | $1.6B | ||
| Q1 24 | $-46.7M | $1.4B |
总资产
EAT
HUBS
| Q4 25 | $2.7B | $3.9B | ||
| Q3 25 | $2.7B | $3.5B | ||
| Q2 25 | $2.7B | $3.7B | ||
| Q1 25 | $2.6B | $3.9B | ||
| Q4 24 | $2.6B | $3.8B | ||
| Q3 24 | $2.5B | $3.6B | ||
| Q2 24 | $2.6B | $3.4B | ||
| Q1 24 | $2.5B | $3.2B |
负债/权益比
EAT
HUBS
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 2.00× | — | ||
| Q4 24 | 4.96× | — | ||
| Q3 24 | 63.54× | — | ||
| Q2 24 | 19.96× | — | ||
| Q1 24 | — | — |
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 | $247.4M |
| 自由现金流经营现金流 - 资本支出 | $155.2M | $234.0M |
| 自由现金流率自由现金流/营收 | 10.7% | 27.6% |
| 资本支出强度资本支出/营收 | 4.4% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.70× | 4.55× |
| 过去12个月自由现金流最近4个季度 | $455.9M | $707.6M |
8季度趋势,按日历期对齐
经营现金流
EAT
HUBS
| Q4 25 | $218.9M | $247.4M | ||
| Q3 25 | $120.8M | $187.4M | ||
| Q2 25 | $186.0M | $164.4M | ||
| Q1 25 | $212.0M | $161.6M | ||
| Q4 24 | $218.2M | $194.1M | ||
| Q3 24 | $62.8M | $159.5M | ||
| Q2 24 | $141.5M | $117.8M | ||
| Q1 24 | $130.1M | $127.1M |
自由现金流
EAT
HUBS
| Q4 25 | $155.2M | $234.0M | ||
| Q3 25 | $62.2M | $177.0M | ||
| Q2 25 | $106.1M | $148.3M | ||
| Q1 25 | $132.4M | $148.2M | ||
| Q4 24 | $168.9M | $181.4M | ||
| Q3 24 | $6.3M | $148.4M | ||
| Q2 24 | $83.5M | $109.6M | ||
| Q1 24 | $78.7M | $121.2M |
自由现金流率
EAT
HUBS
| Q4 25 | 10.7% | 27.6% | ||
| Q3 25 | 4.6% | 21.9% | ||
| Q2 25 | 7.3% | 19.5% | ||
| Q1 25 | 9.3% | 20.8% | ||
| Q4 24 | 12.4% | 25.8% | ||
| Q3 24 | 0.6% | 22.2% | ||
| Q2 24 | 6.9% | 17.2% | ||
| Q1 24 | 7.0% | 19.6% |
资本支出强度
EAT
HUBS
| Q4 25 | 4.4% | 1.6% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 5.5% | 2.1% | ||
| Q1 25 | 5.6% | 1.9% | ||
| Q4 24 | 3.6% | 1.8% | ||
| Q3 24 | 5.0% | 1.7% | ||
| Q2 24 | 4.8% | 1.3% | ||
| Q1 24 | 4.6% | 1.0% |
现金转化率
EAT
HUBS
| Q4 25 | 1.70× | 4.55× | ||
| Q3 25 | 1.21× | 11.33× | ||
| Q2 25 | 1.74× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.84× | 38.96× | ||
| Q3 24 | 1.63× | 19.59× | ||
| Q2 24 | 2.47× | — | ||
| Q1 24 | 2.67× | 21.42× |
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% |
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |