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BRINKER INTERNATIONAL, INC(EAT)与RENAISSANCERE HOLDINGS LTD(RNR)财务数据对比。点击上方公司名可切换其他公司

RENAISSANCERE HOLDINGS LTD的季度营收约是BRINKER INTERNATIONAL, INC的1.5倍($2.2B vs $1.5B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 8.7%,领先14.8%),BRINKER INTERNATIONAL, INC同比增速更快(3.2% vs -36.8%),过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高(10.3% vs -11.9%)

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。

RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商,核心业务覆盖再保险、常规保险两大板块,同时运营风险相关创新投资业务,为全球客户提供专业的风险对冲与保险解决方案。

EAT vs RNR — 直观对比

营收规模更大
RNR
RNR
是对方的1.5倍
RNR
$2.2B
$1.5B
EAT
营收增速更快
EAT
EAT
高出39.9%
EAT
3.2%
-36.8%
RNR
净利率更高
RNR
RNR
高出14.8%
RNR
23.5%
8.7%
EAT
两年增速更快
EAT
EAT
近两年复合增速
EAT
10.3%
-11.9%
RNR

损益表 — Q3 FY2026 vs Q1 FY2026

指标
EAT
EAT
RNR
RNR
营收
$1.5B
$2.2B
净利润
$127.9M
$515.8M
毛利率
营业利润率
11.3%
净利率
8.7%
23.5%
营收同比
3.2%
-36.8%
净利润同比
72.6%
每股收益(稀释后)
$2.87
$6.57

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
RNR
RNR
Q1 26
$1.5B
$2.2B
Q4 25
$1.5B
$3.0B
Q3 25
$1.3B
$3.2B
Q2 25
$1.5B
$3.2B
Q1 25
$1.4B
$3.5B
Q4 24
$1.4B
$2.3B
Q3 24
$1.1B
$4.0B
Q2 24
$1.2B
$2.8B
净利润
EAT
EAT
RNR
RNR
Q1 26
$127.9M
$515.8M
Q4 25
$128.5M
$760.5M
Q3 25
$99.5M
$916.5M
Q2 25
$107.0M
$835.4M
Q1 25
$119.1M
$170.0M
Q4 24
$118.5M
$-189.7M
Q3 24
$38.5M
$1.2B
Q2 24
$57.3M
$503.9M
营业利润率
EAT
EAT
RNR
RNR
Q1 26
11.3%
Q4 25
11.6%
42.5%
Q3 25
8.7%
46.3%
Q2 25
9.8%
41.8%
Q1 25
11.0%
-2.0%
Q4 24
11.5%
-3.6%
Q3 24
5.0%
43.7%
Q2 24
6.1%
25.0%
净利率
EAT
EAT
RNR
RNR
Q1 26
8.7%
23.5%
Q4 25
8.8%
25.6%
Q3 25
7.4%
28.7%
Q2 25
7.3%
26.1%
Q1 25
8.4%
4.9%
Q4 24
8.7%
-8.3%
Q3 24
3.4%
29.8%
Q2 24
4.7%
17.8%
每股收益(稀释后)
EAT
EAT
RNR
RNR
Q1 26
$2.87
$6.57
Q4 25
$2.86
$16.16
Q3 25
$2.17
$19.40
Q2 25
$2.31
$17.20
Q1 25
$2.56
$3.27
Q4 24
$2.61
$-3.76
Q3 24
$0.84
$22.62
Q2 24
$1.22
$9.41

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
RNR
RNR
现金及短期投资手头流动性
$1.6B
总债务越低越好
$424.4M
股东权益账面价值
$406.0M
$4.3B
总资产
$2.8B
$53.7B
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
RNR
RNR
Q1 26
$1.6B
Q4 25
$15.0M
$1.7B
Q3 25
$33.6M
$1.7B
Q2 25
$18.9M
$1.4B
Q1 25
$17.5M
$1.6B
Q4 24
$14.8M
$1.7B
Q3 24
$16.2M
$1.6B
Q2 24
$64.6M
$1.6B
总债务
EAT
EAT
RNR
RNR
Q1 26
$424.4M
Q4 25
$451.3M
$2.3B
Q3 25
$525.8M
$2.2B
Q2 25
$426.0M
$2.3B
Q1 25
$518.3M
$2.8B
Q4 24
$652.0M
$1.9B
Q3 24
$806.9M
$1.9B
Q2 24
$786.3M
$2.0B
股东权益
EAT
EAT
RNR
RNR
Q1 26
$406.0M
$4.3B
Q4 25
$379.3M
$11.6B
Q3 25
$343.9M
$11.5B
Q2 25
$370.9M
$10.8B
Q1 25
$259.0M
$10.3B
Q4 24
$131.5M
$10.6B
Q3 24
$12.7M
$11.2B
Q2 24
$39.4M
$10.2B
总资产
EAT
EAT
RNR
RNR
Q1 26
$2.8B
$53.7B
Q4 25
$2.7B
$53.8B
Q3 25
$2.7B
$54.5B
Q2 25
$2.7B
$54.7B
Q1 25
$2.6B
$53.6B
Q4 24
$2.6B
$50.7B
Q3 24
$2.5B
$52.8B
Q2 24
$2.6B
$51.6B
负债/权益比
EAT
EAT
RNR
RNR
Q1 26
1.05×
Q4 25
1.19×
0.20×
Q3 25
1.53×
0.19×
Q2 25
1.15×
0.21×
Q1 25
2.00×
0.27×
Q4 24
4.96×
0.18×
Q3 24
63.54×
0.17×
Q2 24
19.96×
0.19×

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
RNR
RNR
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
RNR
RNR
Q1 26
$571.8M
Q4 25
$218.9M
$483.0M
Q3 25
$120.8M
$1.6B
Q2 25
$186.0M
$1.5B
Q1 25
$212.0M
$157.8M
Q4 24
$218.2M
$778.9M
Q3 24
$62.8M
$1.5B
Q2 24
$141.5M
$1.2B
自由现金流
EAT
EAT
RNR
RNR
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
Q2 24
$83.5M
自由现金流率
EAT
EAT
RNR
RNR
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%
Q2 24
6.9%
资本支出强度
EAT
EAT
RNR
RNR
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%
Q2 24
4.8%
现金转化率
EAT
EAT
RNR
RNR
Q1 26
4.47×
Q4 25
1.70×
0.64×
Q3 25
1.21×
1.73×
Q2 25
1.74×
1.76×
Q1 25
1.78×
0.93×
Q4 24
1.84×
Q3 24
1.63×
1.26×
Q2 24
2.47×
2.41×

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%

RNR
RNR

暂无分部数据

相关对比