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BRINKER INTERNATIONAL, INC（EAT）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是越洋钻探的1.4倍（$1.5B vs $1.0B），BRINKER INTERNATIONAL, INC净利率更高（8.7% vs 2.4%，领先6.3%），越洋钻探同比增速更快（9.6% vs 3.2%），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
EAT vs RIG — 直观对比
营收规模更大
EAT
是对方的1.4倍
$1.0B
营收增速更快
RIG
高出6.4%
3.2%
净利率更高
EAT
高出6.3%
2.4%
两年增速更快
RIG
近两年复合增速
10.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.0B |
| 净利润 | $127.9M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 11.3% | 23.0% |
| 净利率 | 8.7% | 2.4% |
| 营收同比 | 3.2% | 9.6% |
| 净利润同比 | — | 257.1% |
| 每股收益（稀释后） | $2.87 | $0.13 |
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EATRIG
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.5B | $988.0M | ||
| Q1 25 | $1.4B | $906.0M | ||
| Q4 24 | $1.4B | $952.0M | ||
| Q3 24 | $1.1B | $948.0M | ||
| Q2 24 | $1.2B | $861.0M |
净利润EATRIG
| Q1 26 | $127.9M | — | ||
| Q4 25 | $128.5M | $25.0M | ||
| Q3 25 | $99.5M | $-1.9B | ||
| Q2 25 | $107.0M | $-938.0M | ||
| Q1 25 | $119.1M | $-79.0M | ||
| Q4 24 | $118.5M | $7.0M | ||
| Q3 24 | $38.5M | $-494.0M | ||
| Q2 24 | $57.3M | $-123.0M |
毛利率EATRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 42.0% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | — | 39.4% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 40.6% | ||
| Q2 24 | — | 38.0% |
营业利润率EATRIG
| Q1 26 | 11.3% | — | ||
| Q4 25 | 11.6% | 23.0% | ||
| Q3 25 | 8.7% | -163.1% | ||
| Q2 25 | 9.8% | -97.6% | ||
| Q1 25 | 11.0% | 7.1% | ||
| Q4 24 | 11.5% | 13.7% | ||
| Q3 24 | 5.0% | -51.2% | ||
| Q2 24 | 6.1% | -6.9% |
净利率EATRIG
| Q1 26 | 8.7% | — | ||
| Q4 25 | 8.8% | 2.4% | ||
| Q3 25 | 7.4% | -187.1% | ||
| Q2 25 | 7.3% | -94.9% | ||
| Q1 25 | 8.4% | -8.7% | ||
| Q4 24 | 8.7% | 0.7% | ||
| Q3 24 | 3.4% | -52.1% | ||
| Q2 24 | 4.7% | -14.3% |
每股收益（稀释后）EATRIG
| Q1 26 | $2.87 | — | ||
| Q4 25 | $2.86 | $0.13 | ||
| Q3 25 | $2.17 | $-2.00 | ||
| Q2 25 | $2.31 | $-1.06 | ||
| Q1 25 | $2.56 | $-0.11 | ||
| Q4 24 | $2.61 | $-0.14 | ||
| Q3 24 | $0.84 | $-0.58 | ||
| Q2 24 | $1.22 | $-0.15 |
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 | — | $620.0M |
| 总债务越低越好 | $424.4M | $5.2B |
| 股东权益账面价值 | $406.0M | $8.1B |
| 总资产 | $2.8B | $15.6B |
| 负债/权益比越低杠杆越低 | 1.05× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资EATRIG
| Q1 26 | — | — | ||
| Q4 25 | $15.0M | $620.0M | ||
| Q3 25 | $33.6M | $833.0M | ||
| Q2 25 | $18.9M | $377.0M | ||
| Q1 25 | $17.5M | $263.0M | ||
| Q4 24 | $14.8M | $560.0M | ||
| Q3 24 | $16.2M | $435.0M | ||
| Q2 24 | $64.6M | $475.0M |
总债务EATRIG
| Q1 26 | $424.4M | — | ||
| Q4 25 | $451.3M | $5.2B | ||
| Q3 25 | $525.8M | $4.8B | ||
| Q2 25 | $426.0M | $5.9B | ||
| Q1 25 | $518.3M | $5.9B | ||
| Q4 24 | $652.0M | $6.2B | ||
| Q3 24 | $806.9M | $6.5B | ||
| Q2 24 | $786.3M | $6.8B |
股东权益EATRIG
| Q1 26 | $406.0M | — | ||
| Q4 25 | $379.3M | $8.1B | ||
| Q3 25 | $343.9M | $8.1B | ||
| Q2 25 | $370.9M | $9.4B | ||
| Q1 25 | $259.0M | $10.2B | ||
| Q4 24 | $131.5M | $10.3B | ||
| Q3 24 | $12.7M | $10.2B | ||
| Q2 24 | $39.4M | $10.7B |
总资产EATRIG
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.7B | $15.6B | ||
| Q3 25 | $2.7B | $16.2B | ||
| Q2 25 | $2.7B | $17.8B | ||
| Q1 25 | $2.6B | $19.0B | ||
| Q4 24 | $2.6B | $19.4B | ||
| Q3 24 | $2.5B | $19.5B | ||
| Q2 24 | $2.6B | $20.3B |
负债/权益比EATRIG
| Q1 26 | 1.05× | — | ||
| Q4 25 | 1.19× | 0.64× | ||
| Q3 25 | 1.53× | 0.60× | ||
| Q2 25 | 1.15× | 0.63× | ||
| Q1 25 | 2.00× | 0.58× | ||
| Q4 24 | 4.96× | 0.60× | ||
| Q3 24 | 63.54× | 0.64× | ||
| Q2 24 | 19.96× | 0.63× |
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 | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | 4.47× | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流EATRIG
| Q1 26 | $571.8M | — | ||
| Q4 25 | $218.9M | $349.0M | ||
| Q3 25 | $120.8M | $246.0M | ||
| Q2 25 | $186.0M | $128.0M | ||
| Q1 25 | $212.0M | $26.0M | ||
| Q4 24 | $218.2M | $206.0M | ||
| Q3 24 | $62.8M | $194.0M | ||
| Q2 24 | $141.5M | $133.0M |
自由现金流EATRIG
| Q1 26 | — | — | ||
| Q4 25 | $155.2M | $321.0M | ||
| Q3 25 | $62.2M | $235.0M | ||
| Q2 25 | $106.1M | $104.0M | ||
| Q1 25 | $132.4M | $-34.0M | ||
| Q4 24 | $168.9M | $177.0M | ||
| Q3 24 | $6.3M | $136.0M | ||
| Q2 24 | $83.5M | $49.0M |
自由现金流率EATRIG
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 30.8% | ||
| Q3 25 | 4.6% | 22.9% | ||
| Q2 25 | 7.3% | 10.5% | ||
| Q1 25 | 9.3% | -3.8% | ||
| Q4 24 | 12.4% | 18.6% | ||
| Q3 24 | 0.6% | 14.3% | ||
| Q2 24 | 6.9% | 5.7% |
资本支出强度EATRIG
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 2.7% | ||
| Q3 25 | 4.3% | 1.1% | ||
| Q2 25 | 5.5% | 2.4% | ||
| Q1 25 | 5.6% | 6.6% | ||
| Q4 24 | 3.6% | 3.0% | ||
| Q3 24 | 5.0% | 6.1% | ||
| Q2 24 | 4.8% | 9.8% |
现金转化率EATRIG
| Q1 26 | 4.47× | — | ||
| Q4 25 | 1.70× | 13.96× | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.74× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.84× | 29.43× | ||
| 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
| Company sales | $1.5B | 99% |
| Franchise revenues | $14.7M | 1% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
