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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
是对方的1.5倍
$1.5B
营收增速更快
EAT
高出39.9%
-36.8%
净利率更高
RNR
高出14.8%
8.7%
两年增速更快
EAT
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Company sales | $1.5B | 99% |
| Franchise revenues | $14.7M | 1% |
RNR
暂无分部数据