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BRINKER INTERNATIONAL, INC(EAT)与利氏兄弟拍卖行(RBA)财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是利氏兄弟拍卖行的1.2倍($1.5B vs $1.2B),利氏兄弟拍卖行净利率更高(9.1% vs 8.7%,领先0.4%),利氏兄弟拍卖行同比增速更快(5.4% vs 3.2%),过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高(10.3% vs 6.3%)
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。
利氏兄弟拍卖行(股票代码RBA)是全球知名的工业资产拍卖服务商,注册地位于加拿大,属公开上市企业,总部设在美国伊利诺伊州韦斯特切斯特,普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
EAT vs RBA — 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
RBA
高出2.2%
3.2%
净利率更高
RBA
高出0.4%
8.7%
两年增速更快
EAT
近两年复合增速
6.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.2B |
| 净利润 | $127.9M | $109.7M |
| 毛利率 | — | — |
| 营业利润率 | 11.3% | 14.7% |
| 净利率 | 8.7% | 9.1% |
| 营收同比 | 3.2% | 5.4% |
| 净利润同比 | — | -7.4% |
| 每股收益(稀释后) | $2.87 | $0.53 |
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
RBA
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.1B | $981.8M | ||
| Q2 24 | $1.2B | $1.1B |
净利润
EAT
RBA
| Q1 26 | $127.9M | — | ||
| Q4 25 | $128.5M | $109.7M | ||
| Q3 25 | $99.5M | $95.5M | ||
| Q2 25 | $107.0M | $109.8M | ||
| Q1 25 | $119.1M | $113.4M | ||
| Q4 24 | $118.5M | $118.5M | ||
| Q3 24 | $38.5M | $76.1M | ||
| Q2 24 | $57.3M | $111.1M |
营业利润率
EAT
RBA
| Q1 26 | 11.3% | — | ||
| Q4 25 | 11.6% | 14.7% | ||
| Q3 25 | 8.7% | 14.5% | ||
| Q2 25 | 9.8% | 15.9% | ||
| Q1 25 | 11.0% | 17.1% | ||
| Q4 24 | 11.5% | 18.1% | ||
| Q3 24 | 5.0% | 15.6% | ||
| Q2 24 | 6.1% | 18.4% |
净利率
EAT
RBA
| Q1 26 | 8.7% | — | ||
| Q4 25 | 8.8% | 9.1% | ||
| Q3 25 | 7.4% | 8.7% | ||
| Q2 25 | 7.3% | 9.3% | ||
| Q1 25 | 8.4% | 10.2% | ||
| Q4 24 | 8.7% | 10.4% | ||
| Q3 24 | 3.4% | 7.8% | ||
| Q2 24 | 4.7% | 10.1% |
每股收益(稀释后)
EAT
RBA
| Q1 26 | $2.87 | — | ||
| Q4 25 | $2.86 | $0.53 | ||
| Q3 25 | $2.17 | $0.43 | ||
| Q2 25 | $2.31 | $0.53 | ||
| Q1 25 | $2.56 | $0.55 | ||
| Q4 24 | $2.61 | $0.58 | ||
| Q3 24 | $0.84 | $0.36 | ||
| Q2 24 | $1.22 | $0.54 |
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 | — | $531.5M |
| 总债务越低越好 | $424.4M | $2.3B |
| 股东权益账面价值 | $406.0M | $5.6B |
| 总资产 | $2.8B | $12.1B |
| 负债/权益比越低杠杆越低 | 1.05× | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
EAT
RBA
| Q1 26 | — | — | ||
| Q4 25 | $15.0M | $531.5M | ||
| Q3 25 | $33.6M | $674.7M | ||
| Q2 25 | $18.9M | $710.2M | ||
| Q1 25 | $17.5M | $578.1M | ||
| Q4 24 | $14.8M | $533.9M | ||
| Q3 24 | $16.2M | $650.7M | ||
| Q2 24 | $64.6M | $599.5M |
总债务
EAT
RBA
| Q1 26 | $424.4M | — | ||
| Q4 25 | $451.3M | $2.3B | ||
| Q3 25 | $525.8M | $2.6B | ||
| Q2 25 | $426.0M | $2.6B | ||
| Q1 25 | $518.3M | $2.6B | ||
| Q4 24 | $652.0M | $2.6B | ||
| Q3 24 | $806.9M | $2.7B | ||
| Q2 24 | $786.3M | $2.8B |
股东权益
EAT
RBA
| Q1 26 | $406.0M | — | ||
| Q4 25 | $379.3M | $5.6B | ||
| Q3 25 | $343.9M | $5.5B | ||
| Q2 25 | $370.9M | $5.5B | ||
| Q1 25 | $259.0M | $5.3B | ||
| Q4 24 | $131.5M | $5.2B | ||
| Q3 24 | $12.7M | $5.2B | ||
| Q2 24 | $39.4M | $5.2B |
总资产
EAT
RBA
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.7B | $12.1B | ||
| Q3 25 | $2.7B | $12.2B | ||
| Q2 25 | $2.7B | $12.2B | ||
| Q1 25 | $2.6B | $11.9B | ||
| Q4 24 | $2.6B | $11.8B | ||
| Q3 24 | $2.5B | $11.9B | ||
| Q2 24 | $2.6B | $12.1B |
负债/权益比
EAT
RBA
| Q1 26 | 1.05× | — | ||
| Q4 25 | 1.19× | 0.42× | ||
| Q3 25 | 1.53× | 0.47× | ||
| Q2 25 | 1.15× | 0.47× | ||
| Q1 25 | 2.00× | 0.50× | ||
| Q4 24 | 4.96× | 0.50× | ||
| Q3 24 | 63.54× | 0.52× | ||
| Q2 24 | 19.96× | 0.55× |
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 | $571.8M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | 4.47× | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势,按日历期对齐
经营现金流
EAT
RBA
| Q1 26 | $571.8M | — | ||
| Q4 25 | $218.9M | $255.2M | ||
| Q3 25 | $120.8M | $239.7M | ||
| Q2 25 | $186.0M | $326.5M | ||
| Q1 25 | $212.0M | $156.8M | ||
| Q4 24 | $218.2M | $184.5M | ||
| Q3 24 | $62.8M | $285.4M | ||
| Q2 24 | $141.5M | $337.3M |
自由现金流
EAT
RBA
| Q1 26 | — | — | ||
| Q4 25 | $155.2M | $186.5M | ||
| Q3 25 | $62.2M | $188.5M | ||
| Q2 25 | $106.1M | $241.7M | ||
| Q1 25 | $132.4M | $102.5M | ||
| Q4 24 | $168.9M | $127.9M | ||
| Q3 24 | $6.3M | $248.5M | ||
| Q2 24 | $83.5M | $308.6M |
自由现金流率
EAT
RBA
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 15.5% | ||
| Q3 25 | 4.6% | 17.3% | ||
| Q2 25 | 7.3% | 20.4% | ||
| Q1 25 | 9.3% | 9.2% | ||
| Q4 24 | 12.4% | 11.2% | ||
| Q3 24 | 0.6% | 25.3% | ||
| Q2 24 | 6.9% | 28.2% |
资本支出强度
EAT
RBA
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 5.7% | ||
| Q3 25 | 4.3% | 4.7% | ||
| Q2 25 | 5.5% | 7.2% | ||
| Q1 25 | 5.6% | 4.9% | ||
| Q4 24 | 3.6% | 5.0% | ||
| Q3 24 | 5.0% | 3.8% | ||
| Q2 24 | 4.8% | 2.6% |
现金转化率
EAT
RBA
| Q1 26 | 4.47× | — | ||
| Q4 25 | 1.70× | 2.33× | ||
| Q3 25 | 1.21× | 2.51× | ||
| Q2 25 | 1.74× | 2.97× | ||
| Q1 25 | 1.78× | 1.38× | ||
| Q4 24 | 1.84× | 1.56× | ||
| Q3 24 | 1.63× | 3.75× | ||
| Q2 24 | 2.47× | 3.04× |
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
| Company sales | $1.5B | 99% |
| Franchise revenues | $14.7M | 1% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |