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BRINKER INTERNATIONAL, INC（EAT）与NOODLES & Co（NDLS）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NOODLES & Co的11.9倍（$1.5B vs $122.1M），BRINKER INTERNATIONAL, INC净利率更高（8.8% vs -7.5%，领先16.3%），BRINKER INTERNATIONAL, INC同比增速更快（6.9% vs -4.1%），BRINKER INTERNATIONAL, INC自由现金流更多（$155.2M vs $-2.8M），过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高（13.9% vs -1.2%）
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。
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
EAT vs NDLS — 直观对比
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $122.1M |
| 净利润 | $128.5M | $-9.2M |
| 毛利率 | — | — |
| 营业利润率 | 11.6% | -5.2% |
| 净利率 | 8.8% | -7.5% |
| 营收同比 | 6.9% | -4.1% |
| 净利润同比 | 8.4% | 32.8% |
| 每股收益（稀释后） | $2.86 | $-0.20 |
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
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.3B | $122.1M | ||
| Q2 25 | $1.5B | $123.8M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $122.8M | ||
| Q3 24 | $1.1B | $127.4M | ||
| Q2 24 | $1.2B | $121.4M | ||
| Q1 24 | $1.1B | $124.3M |
| Q4 25 | $128.5M | — | ||
| Q3 25 | $99.5M | $-9.2M | ||
| Q2 25 | $107.0M | $-9.1M | ||
| Q1 25 | $119.1M | — | ||
| Q4 24 | $118.5M | $-6.8M | ||
| Q3 24 | $38.5M | $-13.6M | ||
| Q2 24 | $57.3M | $-6.1M | ||
| Q1 24 | $48.7M | $-6.1M |
| Q4 25 | 11.6% | — | ||
| Q3 25 | 8.7% | -5.2% | ||
| Q2 25 | 9.8% | -5.2% | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 11.5% | -3.9% | ||
| Q3 24 | 5.0% | -9.0% | ||
| Q2 24 | 6.1% | -3.4% | ||
| Q1 24 | 6.2% | -3.7% |
| Q4 25 | 8.8% | — | ||
| Q3 25 | 7.4% | -7.5% | ||
| Q2 25 | 7.3% | -7.3% | ||
| Q1 25 | 8.4% | — | ||
| Q4 24 | 8.7% | -5.5% | ||
| Q3 24 | 3.4% | -10.7% | ||
| Q2 24 | 4.7% | -5.1% | ||
| Q1 24 | 4.3% | -4.9% |
| Q4 25 | $2.86 | — | ||
| Q3 25 | $2.17 | $-0.20 | ||
| Q2 25 | $2.31 | $-0.20 | ||
| Q1 25 | $2.56 | — | ||
| Q4 24 | $2.61 | $-0.15 | ||
| Q3 24 | $0.84 | $-0.30 | ||
| Q2 24 | $1.22 | $-0.14 | ||
| Q1 24 | $1.08 | $-1.64 |
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 | $4.7M |
| 总债务越低越好 | $451.3M | — |
| 股东权益账面价值 | $379.3M | $-38.9M |
| 总资产 | $2.7B | $280.6M |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势，按日历期对齐
| Q4 25 | $15.0M | — | ||
| Q3 25 | $33.6M | $4.7M | ||
| Q2 25 | $18.9M | $1.4M | ||
| Q1 25 | $17.5M | — | ||
| Q4 24 | $14.8M | $3.3M | ||
| Q3 24 | $16.2M | $1.8M | ||
| Q2 24 | $64.6M | $1.3M | ||
| Q1 24 | $15.5M | $3.0M |
| 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 | — |
| Q4 25 | $379.3M | — | ||
| Q3 25 | $343.9M | $-38.9M | ||
| Q2 25 | $370.9M | $-13.9M | ||
| Q1 25 | $259.0M | — | ||
| Q4 24 | $131.5M | $3.7M | ||
| Q3 24 | $12.7M | $9.6M | ||
| Q2 24 | $39.4M | $21.9M | ||
| Q1 24 | $-46.7M | $27.2M |
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.7B | $280.6M | ||
| Q2 25 | $2.7B | $319.4M | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $340.5M | ||
| Q3 24 | $2.5B | $346.3M | ||
| Q2 24 | $2.6B | $360.4M | ||
| Q1 24 | $2.5B | $368.1M |
| 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 | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $155.2M | $-2.8M |
| 自由现金流率自由现金流/营收 | 10.7% | -2.3% |
| 资本支出强度资本支出/营收 | 4.4% | 5.8% |
| 现金转化率经营现金流/净利润 | 1.70× | — |
| 过去12个月自由现金流最近4个季度 | $455.9M | $-7.5M |
8季度趋势，按日历期对齐
| Q4 25 | $218.9M | — | ||
| Q3 25 | $120.8M | $4.3M | ||
| Q2 25 | $186.0M | $4.0M | ||
| Q1 25 | $212.0M | — | ||
| Q4 24 | $218.2M | $5.8M | ||
| Q3 24 | $62.8M | $4.7M | ||
| Q2 24 | $141.5M | $7.0M | ||
| Q1 24 | $130.1M | $164.0K |
| Q4 25 | $155.2M | — | ||
| Q3 25 | $62.2M | $-2.8M | ||
| Q2 25 | $106.1M | $1.1M | ||
| Q1 25 | $132.4M | — | ||
| Q4 24 | $168.9M | $-1.3M | ||
| Q3 24 | $6.3M | $-4.5M | ||
| Q2 24 | $83.5M | $-1.6M | ||
| Q1 24 | $78.7M | $-15.2M |
| Q4 25 | 10.7% | — | ||
| Q3 25 | 4.6% | -2.3% | ||
| Q2 25 | 7.3% | 0.9% | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 12.4% | -1.1% | ||
| Q3 24 | 0.6% | -3.5% | ||
| Q2 24 | 6.9% | -1.4% | ||
| Q1 24 | 7.0% | -12.2% |
| Q4 25 | 4.4% | — | ||
| Q3 25 | 4.3% | 5.8% | ||
| Q2 25 | 5.5% | 2.4% | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 3.6% | 5.8% | ||
| Q3 24 | 5.0% | 7.2% | ||
| Q2 24 | 4.8% | 7.1% | ||
| Q1 24 | 4.6% | 12.3% |
| Q4 25 | 1.70× | — | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.74× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 2.47× | — | ||
| Q1 24 | 2.67× | — |
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% |
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
