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BRINKER INTERNATIONAL, INC(EAT)与Rithm Capital Corp.(RITM)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Rithm Capital Corp.的1.8倍($1.5B vs $828.2M),Rithm Capital Corp.净利率更高(13.2% vs 8.7%,领先4.5%),BRINKER INTERNATIONAL, INC同比增速更快(3.2% vs -40.0%),过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高(10.3% vs -17.9%)

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。

Rithm Capital Corp.是总部位于美国纽约的投资管理机构,核心业务聚焦房地产投资与另类资产投资,依托专业的投研团队和成熟的市场运营经验,为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。

EAT vs RITM — 直观对比

营收规模更大
EAT
EAT
是对方的1.8倍
EAT
$1.5B
$828.2M
RITM
营收增速更快
EAT
EAT
高出43.2%
EAT
3.2%
-40.0%
RITM
净利率更高
RITM
RITM
高出4.5%
RITM
13.2%
8.7%
EAT
两年增速更快
EAT
EAT
近两年复合增速
EAT
10.3%
-17.9%
RITM

损益表 — Q3 FY2026 vs Q1 FY2026

指标
EAT
EAT
RITM
RITM
营收
$1.5B
$828.2M
净利润
$127.9M
$109.5M
毛利率
营业利润率
11.3%
净利率
8.7%
13.2%
营收同比
3.2%
-40.0%
净利润同比
7.4%
20.9%
每股收益(稀释后)
$2.87
$0.12

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

营收
EAT
EAT
RITM
RITM
Q3 26
$1.5B
Q1 26
$828.2M
Q4 25
$1.5B
$1.5B
Q3 25
$1.3B
$1.1B
Q2 25
$1.5B
$1.2B
Q1 25
$1.4B
$768.4M
Q4 24
$1.4B
$2.1B
Q3 24
$1.1B
$619.5M
净利润
EAT
EAT
RITM
RITM
Q3 26
$127.9M
Q1 26
$109.5M
Q4 25
$128.5M
$85.0M
Q3 25
$99.5M
$221.5M
Q2 25
$107.0M
$311.7M
Q1 25
$119.1M
$78.8M
Q4 24
$118.5M
$290.2M
Q3 24
$38.5M
$121.7M
营业利润率
EAT
EAT
RITM
RITM
Q3 26
11.3%
Q1 26
Q4 25
11.6%
13.8%
Q3 25
8.7%
21.4%
Q2 25
9.8%
25.2%
Q1 25
11.0%
7.4%
Q4 24
11.5%
23.8%
Q3 24
5.0%
7.3%
净利率
EAT
EAT
RITM
RITM
Q3 26
8.7%
Q1 26
13.2%
Q4 25
8.8%
5.7%
Q3 25
7.4%
20.0%
Q2 25
7.3%
25.6%
Q1 25
8.4%
10.3%
Q4 24
8.7%
14.0%
Q3 24
3.4%
19.7%
每股收益(稀释后)
EAT
EAT
RITM
RITM
Q3 26
$2.87
Q1 26
$0.12
Q4 25
$2.86
$0.09
Q3 25
$2.17
$0.35
Q2 25
$2.31
$0.53
Q1 25
$2.56
$0.07
Q4 24
$2.61
$0.50
Q3 24
$0.84
$0.20

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
RITM
RITM
现金及短期投资手头流动性
总债务越低越好
$424.4M
股东权益账面价值
$406.0M
$9.1B
总资产
$2.8B
$53.4B
负债/权益比越低杠杆越低
1.05×

8季度趋势,按日历期对齐

现金及短期投资
EAT
EAT
RITM
RITM
Q3 26
Q1 26
Q4 25
$15.0M
$1.8B
Q3 25
$33.6M
$1.6B
Q2 25
$18.9M
$1.6B
Q1 25
$17.5M
$1.5B
Q4 24
$14.8M
$1.5B
Q3 24
$16.2M
$1.6B
总债务
EAT
EAT
RITM
RITM
Q3 26
$424.4M
Q1 26
Q4 25
$451.3M
$35.4B
Q3 25
$525.8M
$32.2B
Q2 25
$426.0M
$31.2B
Q1 25
$518.3M
$32.2B
Q4 24
$652.0M
$32.6B
Q3 24
$806.9M
$29.6B
股东权益
EAT
EAT
RITM
RITM
Q3 26
$406.0M
Q1 26
$9.1B
Q4 25
$379.3M
$8.4B
Q3 25
$343.9M
$8.5B
Q2 25
$370.9M
$7.9B
Q1 25
$259.0M
$7.8B
Q4 24
$131.5M
$7.8B
Q3 24
$12.7M
$7.7B
总资产
EAT
EAT
RITM
RITM
Q3 26
$2.8B
Q1 26
$53.4B
Q4 25
$2.7B
$53.1B
Q3 25
$2.7B
$47.2B
Q2 25
$2.7B
$44.3B
Q1 25
$2.6B
$45.3B
Q4 24
$2.6B
$46.0B
Q3 24
$2.5B
$42.3B
负债/权益比
EAT
EAT
RITM
RITM
Q3 26
1.05×
Q1 26
Q4 25
1.19×
4.20×
Q3 25
1.53×
3.79×
Q2 25
1.15×
3.92×
Q1 25
2.00×
4.14×
Q4 24
4.96×
4.18×
Q3 24
63.54×
3.87×

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
RITM
RITM
经营现金流最新季度
$571.8M
自由现金流经营现金流 - 资本支出
自由现金流率自由现金流/营收
资本支出强度资本支出/营收
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

8季度趋势,按日历期对齐

经营现金流
EAT
EAT
RITM
RITM
Q3 26
$571.8M
Q1 26
Q4 25
$218.9M
$-114.6M
Q3 25
$120.8M
$-2.0B
Q2 25
$186.0M
$-557.1M
Q1 25
$212.0M
$1.4B
Q4 24
$218.2M
$-1.8B
Q3 24
$62.8M
$768.1M
自由现金流
EAT
EAT
RITM
RITM
Q3 26
Q1 26
Q4 25
$155.2M
Q3 25
$62.2M
Q2 25
$106.1M
Q1 25
$132.4M
Q4 24
$168.9M
Q3 24
$6.3M
自由现金流率
EAT
EAT
RITM
RITM
Q3 26
Q1 26
Q4 25
10.7%
Q3 25
4.6%
Q2 25
7.3%
Q1 25
9.3%
Q4 24
12.4%
Q3 24
0.6%
资本支出强度
EAT
EAT
RITM
RITM
Q3 26
Q1 26
Q4 25
4.4%
Q3 25
4.3%
Q2 25
5.5%
Q1 25
5.6%
Q4 24
3.6%
Q3 24
5.0%
现金转化率
EAT
EAT
RITM
RITM
Q3 26
4.47×
Q1 26
Q4 25
1.70×
-1.35×
Q3 25
1.21×
-9.22×
Q2 25
1.74×
-1.79×
Q1 25
1.78×
18.03×
Q4 24
1.84×
-6.04×
Q3 24
1.63×
6.31×

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%

RITM
RITM

Servicing revenue, net$375.1M45%
Other$234.9M28%
Gain on originated residential mortgage loans, held-for-sale, net$195.0M24%
Other revenue$23.3M3%

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