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BRINKER INTERNATIONAL, INC（EAT）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的2.0倍（$1.5B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 8.7%，领先1.4%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 3.2%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% 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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
EAT vs RHP — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $737.8M |
| 净利润 | $127.9M | $74.5M |
| 毛利率 | — | 41.4% |
| 营业利润率 | 11.3% | 19.4% |
| 净利率 | 8.7% | 10.1% |
| 营收同比 | 3.2% | 13.9% |
| 净利润同比 | 7.4% | 3.0% |
| 每股收益（稀释后） | $2.87 | $1.12 |
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
| Q3 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $737.8M | ||
| Q3 25 | $1.3B | $592.5M | ||
| Q2 25 | $1.5B | $659.5M | ||
| Q1 25 | $1.4B | $587.3M | ||
| Q4 24 | $1.4B | $647.6M | ||
| Q3 24 | $1.1B | $550.0M | ||
| Q2 24 | $1.2B | $613.3M |
| Q3 26 | $127.9M | — | ||
| Q4 25 | $128.5M | $74.5M | ||
| Q3 25 | $99.5M | $34.9M | ||
| Q2 25 | $107.0M | $71.8M | ||
| Q1 25 | $119.1M | $63.0M | ||
| Q4 24 | $118.5M | $72.3M | ||
| Q3 24 | $38.5M | $59.0M | ||
| Q2 24 | $57.3M | $100.8M |
| Q3 26 | — | — | ||
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 40.9% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 48.4% |
| Q3 26 | 11.3% | — | ||
| Q4 25 | 11.6% | 19.4% | ||
| Q3 25 | 8.7% | 15.0% | ||
| Q2 25 | 9.8% | 21.1% | ||
| Q1 25 | 11.0% | 19.8% | ||
| Q4 24 | 11.5% | 18.6% | ||
| Q3 24 | 5.0% | 19.3% | ||
| Q2 24 | 6.1% | 27.4% |
| Q3 26 | 8.7% | — | ||
| Q4 25 | 8.8% | 10.1% | ||
| Q3 25 | 7.4% | 5.9% | ||
| Q2 25 | 7.3% | 10.9% | ||
| Q1 25 | 8.4% | 10.7% | ||
| Q4 24 | 8.7% | 11.2% | ||
| Q3 24 | 3.4% | 10.7% | ||
| Q2 24 | 4.7% | 16.4% |
| Q3 26 | $2.87 | — | ||
| Q4 25 | $2.86 | $1.12 | ||
| Q3 25 | $2.17 | $0.53 | ||
| Q2 25 | $2.31 | $1.12 | ||
| Q1 25 | $2.56 | $1.00 | ||
| Q4 24 | $2.61 | $1.12 | ||
| Q3 24 | $0.84 | $0.94 | ||
| Q2 24 | $1.22 | $1.65 |
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 | — | $471.4M |
| 总债务越低越好 | $424.4M | — |
| 股东权益账面价值 | $406.0M | $750.2M |
| 总资产 | $2.8B | $6.2B |
| 负债/权益比越低杠杆越低 | 1.05× | — |
8季度趋势，按日历期对齐
| Q3 26 | — | — | ||
| Q4 25 | $15.0M | $471.4M | ||
| Q3 25 | $33.6M | $483.3M | ||
| Q2 25 | $18.9M | $420.6M | ||
| Q1 25 | $17.5M | $413.9M | ||
| Q4 24 | $14.8M | $477.7M | ||
| Q3 24 | $16.2M | $534.9M | ||
| Q2 24 | $64.6M | $498.4M |
| Q3 26 | $424.4M | — | ||
| 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 | — |
| Q3 26 | $406.0M | — | ||
| Q4 25 | $379.3M | $750.2M | ||
| Q3 25 | $343.9M | $758.5M | ||
| Q2 25 | $370.9M | $800.4M | ||
| Q1 25 | $259.0M | $531.5M | ||
| Q4 24 | $131.5M | $549.0M | ||
| Q3 24 | $12.7M | $551.9M | ||
| Q2 24 | $39.4M | $562.6M |
| Q3 26 | $2.8B | — | ||
| Q4 25 | $2.7B | $6.2B | ||
| Q3 25 | $2.7B | $6.2B | ||
| Q2 25 | $2.7B | $6.1B | ||
| Q1 25 | $2.6B | $5.2B | ||
| Q4 24 | $2.6B | $5.2B | ||
| Q3 24 | $2.5B | $5.2B | ||
| Q2 24 | $2.6B | $5.1B |
| Q3 26 | 1.05× | — | ||
| 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× | — |
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 | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $58.5M |
| 自由现金流率自由现金流/营收 | — | 7.9% |
| 资本支出强度资本支出/营收 | — | 14.4% |
| 现金转化率经营现金流/净利润 | 4.47× | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $232.4M |
8季度趋势，按日历期对齐
| Q3 26 | $571.8M | — | ||
| Q4 25 | $218.9M | $164.7M | ||
| Q3 25 | $120.8M | $205.2M | ||
| Q2 25 | $186.0M | $122.5M | ||
| Q1 25 | $212.0M | $98.2M | ||
| Q4 24 | $218.2M | $166.6M | ||
| Q3 24 | $62.8M | $218.1M | ||
| Q2 24 | $141.5M | $184.3M |
| Q3 26 | — | — | ||
| Q4 25 | $155.2M | $58.5M | ||
| Q3 25 | $62.2M | $135.4M | ||
| Q2 25 | $106.1M | $53.0M | ||
| Q1 25 | $132.4M | $-14.5M | ||
| Q4 24 | $168.9M | $76.0M | ||
| Q3 24 | $6.3M | $85.7M | ||
| Q2 24 | $83.5M | $78.8M |
| Q3 26 | — | — | ||
| Q4 25 | 10.7% | 7.9% | ||
| Q3 25 | 4.6% | 22.9% | ||
| Q2 25 | 7.3% | 8.0% | ||
| Q1 25 | 9.3% | -2.5% | ||
| Q4 24 | 12.4% | 11.7% | ||
| Q3 24 | 0.6% | 15.6% | ||
| Q2 24 | 6.9% | 12.9% |
| Q3 26 | — | — | ||
| Q4 25 | 4.4% | 14.4% | ||
| Q3 25 | 4.3% | 11.8% | ||
| Q2 25 | 5.5% | 10.5% | ||
| Q1 25 | 5.6% | 19.2% | ||
| Q4 24 | 3.6% | 14.0% | ||
| Q3 24 | 5.0% | 24.1% | ||
| Q2 24 | 4.8% | 17.2% |
| Q3 26 | 4.47× | — | ||
| Q4 25 | 1.70× | 2.21× | ||
| Q3 25 | 1.21× | 5.88× | ||
| Q2 25 | 1.74× | 1.71× | ||
| Q1 25 | 1.78× | 1.56× | ||
| Q4 24 | 1.84× | 2.30× | ||
| Q3 24 | 1.63× | 3.70× | ||
| Q2 24 | 2.47× | 1.83× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
