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BRINKER INTERNATIONAL, INC（EAT）与微芯科技（MCHP）财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是微芯科技的1.2倍（$1.5B vs $1.2B），BRINKER INTERNATIONAL, INC净利率更高（8.8% vs 5.3%，领先3.6%），微芯科技同比增速更快（15.6% vs 6.9%），微芯科技自由现金流更多（$318.9M vs $155.2M），过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高（13.9% vs -5.4%）
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。
微芯科技（Microchip Technology）是美国知名上市半导体企业，主营微控制器、混合信号芯片、模拟芯片及闪存知识产权（Flash-IP）相关集成电路的研发、生产与销售，产品覆盖工业控制、汽车电子、消费电子、物联网等众多领域，在全球半导体细分市场拥有领先地位。
EAT vs MCHP — 直观对比
营收规模更大
EAT
是对方的1.2倍
$1.2B
营收增速更快
MCHP
高出8.7%
6.9%
净利率更高
EAT
高出3.6%
5.3%
自由现金流更多
MCHP
多$163.7M
$155.2M
两年增速更快
EAT
近两年复合增速
-5.4%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.2B |
| 净利润 | $128.5M | $62.7M |
| 毛利率 | — | 59.6% |
| 营业利润率 | 11.6% | 12.8% |
| 净利率 | 8.8% | 5.3% |
| 营收同比 | 6.9% | 15.6% |
| 净利润同比 | 8.4% | 217.0% |
| 每股收益（稀释后） | $2.86 | $0.06 |
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EATMCHP
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $970.5M | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.1B | $1.3B |
净利润EATMCHP
| Q4 25 | $128.5M | $62.7M | ||
| Q3 25 | $99.5M | $41.7M | ||
| Q2 25 | $107.0M | $-18.6M | ||
| Q1 25 | $119.1M | $-154.6M | ||
| Q4 24 | $118.5M | $-53.6M | ||
| Q3 24 | $38.5M | $78.4M | ||
| Q2 24 | $57.3M | $129.3M | ||
| Q1 24 | $48.7M | $154.7M |
毛利率EATMCHP
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 55.9% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 51.6% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 59.4% | ||
| Q1 24 | — | 59.6% |
营业利润率EATMCHP
| Q4 25 | 11.6% | 12.8% | ||
| Q3 25 | 8.7% | 7.8% | ||
| Q2 25 | 9.8% | 3.0% | ||
| Q1 25 | 11.0% | -10.3% | ||
| Q4 24 | 11.5% | 3.0% | ||
| Q3 24 | 5.0% | 12.6% | ||
| Q2 24 | 6.1% | 17.7% | ||
| Q1 24 | 6.2% | 19.1% |
净利率EATMCHP
| Q4 25 | 8.8% | 5.3% | ||
| Q3 25 | 7.4% | 3.7% | ||
| Q2 25 | 7.3% | -1.7% | ||
| Q1 25 | 8.4% | -15.9% | ||
| Q4 24 | 8.7% | -5.2% | ||
| Q3 24 | 3.4% | 6.7% | ||
| Q2 24 | 4.7% | 10.4% | ||
| Q1 24 | 4.3% | 11.7% |
每股收益（稀释后）EATMCHP
| Q4 25 | $2.86 | $0.06 | ||
| Q3 25 | $2.17 | $0.03 | ||
| Q2 25 | $2.31 | $-0.09 | ||
| Q1 25 | $2.56 | $-0.29 | ||
| Q4 24 | $2.61 | $-0.10 | ||
| Q3 24 | $0.84 | $0.14 | ||
| Q2 24 | $1.22 | $0.24 | ||
| Q1 24 | $1.08 | $0.29 |
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 | $250.7M |
| 总债务越低越好 | $451.3M | $5.4B |
| 股东权益账面价值 | $379.3M | $6.6B |
| 总资产 | $2.7B | $14.3B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资EATMCHP
| Q4 25 | $15.0M | $250.7M | ||
| Q3 25 | $33.6M | $236.8M | ||
| Q2 25 | $18.9M | $566.5M | ||
| Q1 25 | $17.5M | $771.7M | ||
| Q4 24 | $14.8M | $586.0M | ||
| Q3 24 | $16.2M | $286.1M | ||
| Q2 24 | $64.6M | $315.1M | ||
| Q1 24 | $15.5M | $319.7M |
总债务EATMCHP
| Q4 25 | $451.3M | $5.4B | ||
| Q3 25 | $525.8M | $5.4B | ||
| Q2 25 | $426.0M | $5.5B | ||
| Q1 25 | $518.3M | $5.6B | ||
| Q4 24 | $652.0M | $6.7B | ||
| Q3 24 | $806.9M | $6.4B | ||
| Q2 24 | $786.3M | $6.2B | ||
| Q1 24 | $818.5M | $6.0B |
股东权益EATMCHP
| Q4 25 | $379.3M | $6.6B | ||
| Q3 25 | $343.9M | $6.7B | ||
| Q2 25 | $370.9M | $6.9B | ||
| Q1 25 | $259.0M | $7.1B | ||
| Q4 24 | $131.5M | $6.0B | ||
| Q3 24 | $12.7M | $6.3B | ||
| Q2 24 | $39.4M | $6.4B | ||
| Q1 24 | $-46.7M | $6.7B |
总资产EATMCHP
| Q4 25 | $2.7B | $14.3B | ||
| Q3 25 | $2.7B | $14.5B | ||
| Q2 25 | $2.7B | $15.0B | ||
| Q1 25 | $2.6B | $15.4B | ||
| Q4 24 | $2.6B | $15.6B | ||
| Q3 24 | $2.5B | $15.6B | ||
| Q2 24 | $2.6B | $15.8B | ||
| Q1 24 | $2.5B | $15.9B |
负债/权益比EATMCHP
| Q4 25 | 1.19× | 0.82× | ||
| Q3 25 | 1.53× | 0.80× | ||
| Q2 25 | 1.15× | 0.80× | ||
| Q1 25 | 2.00× | 0.80× | ||
| Q4 24 | 4.96× | 1.12× | ||
| Q3 24 | 63.54× | 1.02× | ||
| Q2 24 | 19.96× | 0.96× | ||
| Q1 24 | — | 0.90× |
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 | $341.4M |
| 自由现金流经营现金流 - 资本支出 | $155.2M | $318.9M |
| 自由现金流率自由现金流/营收 | 10.7% | 26.9% |
| 资本支出强度资本支出/营收 | 4.4% | 1.9% |
| 现金转化率经营现金流/净利润 | 1.70× | 5.44× |
| 过去12个月自由现金流最近4个季度 | $455.9M | $819.9M |
8季度趋势，按日历期对齐
经营现金流EATMCHP
| Q4 25 | $218.9M | $341.4M | ||
| Q3 25 | $120.8M | $88.1M | ||
| Q2 25 | $186.0M | $275.6M | ||
| Q1 25 | $212.0M | $205.9M | ||
| Q4 24 | $218.2M | $271.5M | ||
| Q3 24 | $62.8M | $43.6M | ||
| Q2 24 | $141.5M | $377.1M | ||
| Q1 24 | $130.1M | $430.0M |
自由现金流EATMCHP
| Q4 25 | $155.2M | $318.9M | ||
| Q3 25 | $62.2M | $51.6M | ||
| Q2 25 | $106.1M | $257.7M | ||
| Q1 25 | $132.4M | $191.7M | ||
| Q4 24 | $168.9M | $253.4M | ||
| Q3 24 | $6.3M | $22.8M | ||
| Q2 24 | $83.5M | $304.2M | ||
| Q1 24 | $78.7M | $389.9M |
自由现金流率EATMCHP
| Q4 25 | 10.7% | 26.9% | ||
| Q3 25 | 4.6% | 4.5% | ||
| Q2 25 | 7.3% | 24.0% | ||
| Q1 25 | 9.3% | 19.8% | ||
| Q4 24 | 12.4% | 24.7% | ||
| Q3 24 | 0.6% | 2.0% | ||
| Q2 24 | 6.9% | 24.5% | ||
| Q1 24 | 7.0% | 29.4% |
资本支出强度EATMCHP
| Q4 25 | 4.4% | 1.9% | ||
| Q3 25 | 4.3% | 3.2% | ||
| Q2 25 | 5.5% | 1.7% | ||
| Q1 25 | 5.6% | 1.5% | ||
| Q4 24 | 3.6% | 1.8% | ||
| Q3 24 | 5.0% | 1.8% | ||
| Q2 24 | 4.8% | 5.9% | ||
| Q1 24 | 4.6% | 3.0% |
现金转化率EATMCHP
| Q4 25 | 1.70× | 5.44× | ||
| Q3 25 | 1.21× | 2.11× | ||
| Q2 25 | 1.74× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.63× | 0.56× | ||
| Q2 24 | 2.47× | 2.92× | ||
| Q1 24 | 2.67× | 2.78× |
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% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
