vs

BRINKER INTERNATIONAL, INC(EAT)与罗布乐思(RBLX)财务数据对比。点击上方公司名可切换其他公司

BRINKER INTERNATIONAL, INC的季度营收约是罗布乐思的1.0倍($1.5B vs $1.4B),BRINKER INTERNATIONAL, INC净利率更高(8.7% vs -22.3%,领先31.0%),罗布乐思同比增速更快(43.2% vs 3.2%),过去两年罗布乐思的营收复合增速更高(32.9% vs 10.3%)

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。

罗布乐思(Roblox Corporation)是总部位于美国加利福尼亚州圣马特奥的游戏企业,由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox,于2006年正式上线,截至2024年12月底全球员工规模已超2400人。

EAT vs RBLX — 直观对比

营收规模更大
EAT
EAT
是对方的1.0倍
EAT
$1.5B
$1.4B
RBLX
营收增速更快
RBLX
RBLX
高出40.0%
RBLX
43.2%
3.2%
EAT
净利率更高
EAT
EAT
高出31.0%
EAT
8.7%
-22.3%
RBLX
两年增速更快
RBLX
RBLX
近两年复合增速
RBLX
32.9%
10.3%
EAT

损益表 — Q3 FY2026 vs Q4 FY2025

指标
EAT
EAT
RBLX
RBLX
营收
$1.5B
$1.4B
净利润
$127.9M
$-316.0M
毛利率
77.7%
营业利润率
11.3%
-25.3%
净利率
8.7%
-22.3%
营收同比
3.2%
43.2%
净利润同比
7.4%
-43.9%
每股收益(稀释后)
$2.87
$-0.44

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
EAT
RBLX
RBLX
Q3 26
$1.5B
Q4 25
$1.5B
$1.4B
Q3 25
$1.3B
$1.4B
Q2 25
$1.5B
$1.1B
Q1 25
$1.4B
$1.0B
Q4 24
$1.4B
$988.2M
Q3 24
$1.1B
$919.0M
Q2 24
$1.2B
$893.5M
净利润
EAT
EAT
RBLX
RBLX
Q3 26
$127.9M
Q4 25
$128.5M
$-316.0M
Q3 25
$99.5M
$-255.6M
Q2 25
$107.0M
$-278.4M
Q1 25
$119.1M
$-215.1M
Q4 24
$118.5M
$-219.6M
Q3 24
$38.5M
$-239.3M
Q2 24
$57.3M
$-205.9M
毛利率
EAT
EAT
RBLX
RBLX
Q3 26
Q4 25
77.7%
Q3 25
78.2%
Q2 25
78.2%
Q1 25
78.3%
Q4 24
77.9%
Q3 24
77.7%
Q2 24
77.8%
营业利润率
EAT
EAT
RBLX
RBLX
Q3 26
11.3%
Q4 25
11.6%
-25.3%
Q3 25
8.7%
-21.8%
Q2 25
9.8%
-29.8%
Q1 25
11.0%
-24.6%
Q4 24
11.5%
-24.7%
Q3 24
5.0%
-30.4%
Q2 24
6.1%
-26.6%
净利率
EAT
EAT
RBLX
RBLX
Q3 26
8.7%
Q4 25
8.8%
-22.3%
Q3 25
7.4%
-18.8%
Q2 25
7.3%
-25.8%
Q1 25
8.4%
-20.8%
Q4 24
8.7%
-22.2%
Q3 24
3.4%
-26.0%
Q2 24
4.7%
-23.0%
每股收益(稀释后)
EAT
EAT
RBLX
RBLX
Q3 26
$2.87
Q4 25
$2.86
$-0.44
Q3 25
$2.17
$-0.37
Q2 25
$2.31
$-0.41
Q1 25
$2.56
$-0.32
Q4 24
$2.61
$-0.32
Q3 24
$0.84
$-0.37
Q2 24
$1.22
$-0.32

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
EAT
EAT
RBLX
RBLX
现金及短期投资手头流动性
$3.1B
总债务越低越好
$424.4M
$1.2B
股东权益账面价值
$406.0M
$394.5M
总资产
$2.8B
$9.6B
负债/权益比越低杠杆越低
1.05×
2.98×

8季度趋势,按日历期对齐

现金及短期投资
EAT
EAT
RBLX
RBLX
Q3 26
Q4 25
$15.0M
$3.1B
Q3 25
$33.6M
$2.9B
Q2 25
$18.9M
$2.6B
Q1 25
$17.5M
$2.7B
Q4 24
$14.8M
$2.4B
Q3 24
$16.2M
$2.3B
Q2 24
$64.6M
$2.4B
总债务
EAT
EAT
RBLX
RBLX
Q3 26
$424.4M
Q4 25
$451.3M
$1.2B
Q3 25
$525.8M
Q2 25
$426.0M
Q1 25
$518.3M
Q4 24
$652.0M
$1.2B
Q3 24
$806.9M
Q2 24
$786.3M
股东权益
EAT
EAT
RBLX
RBLX
Q3 26
$406.0M
Q4 25
$379.3M
$394.5M
Q3 25
$343.9M
$407.6M
Q2 25
$370.9M
$353.2M
Q1 25
$259.0M
$310.7M
Q4 24
$131.5M
$221.4M
Q3 24
$12.7M
$189.9M
Q2 24
$39.4M
$121.5M
总资产
EAT
EAT
RBLX
RBLX
Q3 26
$2.8B
Q4 25
$2.7B
$9.6B
Q3 25
$2.7B
$8.6B
Q2 25
$2.7B
$7.8B
Q1 25
$2.6B
$7.5B
Q4 24
$2.6B
$7.2B
Q3 24
$2.5B
$6.7B
Q2 24
$2.6B
$6.5B
负债/权益比
EAT
EAT
RBLX
RBLX
Q3 26
1.05×
Q4 25
1.19×
2.98×
Q3 25
1.53×
Q2 25
1.15×
Q1 25
2.00×
Q4 24
4.96×
5.48×
Q3 24
63.54×
Q2 24
19.96×

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
EAT
EAT
RBLX
RBLX
经营现金流最新季度
$571.8M
$607.0M
自由现金流经营现金流 - 资本支出
$308.6M
自由现金流率自由现金流/营收
21.8%
资本支出强度资本支出/营收
21.1%
现金转化率经营现金流/净利润
4.47×
过去12个月自由现金流最近4个季度
$1.4B

8季度趋势,按日历期对齐

经营现金流
EAT
EAT
RBLX
RBLX
Q3 26
$571.8M
Q4 25
$218.9M
$607.0M
Q3 25
$120.8M
$546.2M
Q2 25
$186.0M
$199.3M
Q1 25
$212.0M
$443.9M
Q4 24
$218.2M
$184.5M
Q3 24
$62.8M
$247.4M
Q2 24
$141.5M
$151.4M
自由现金流
EAT
EAT
RBLX
RBLX
Q3 26
Q4 25
$155.2M
$308.6M
Q3 25
$62.2M
$443.6M
Q2 25
$106.1M
$176.7M
Q1 25
$132.4M
$426.5M
Q4 24
$168.9M
$120.6M
Q3 24
$6.3M
$218.0M
Q2 24
$83.5M
$111.7M
自由现金流率
EAT
EAT
RBLX
RBLX
Q3 26
Q4 25
10.7%
21.8%
Q3 25
4.6%
32.6%
Q2 25
7.3%
16.3%
Q1 25
9.3%
41.2%
Q4 24
12.4%
12.2%
Q3 24
0.6%
23.7%
Q2 24
6.9%
12.5%
资本支出强度
EAT
EAT
RBLX
RBLX
Q3 26
Q4 25
4.4%
21.1%
Q3 25
4.3%
7.5%
Q2 25
5.5%
2.1%
Q1 25
5.6%
1.7%
Q4 24
3.6%
6.5%
Q3 24
5.0%
3.2%
Q2 24
4.8%
4.4%
现金转化率
EAT
EAT
RBLX
RBLX
Q3 26
4.47×
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×

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
EAT

Company sales$1.5B99%
Franchise revenues$14.7M1%

RBLX
RBLX

暂无分部数据

相关对比