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BRINKER INTERNATIONAL, INC（EAT）与ROKU, INC（ROKU）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ROKU, INC的1.2倍（$1.5B vs $1.2B），BRINKER INTERNATIONAL, INC净利率更高（8.7% vs -2.2%，领先10.9%），BRINKER INTERNATIONAL, INC同比增速更快（3.2% vs -18.3%），过去两年ROKU, INC的营收复合增速更高（13.6% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
EAT vs ROKU — 直观对比
营收规模更大
EAT
是对方的1.2倍
$1.2B
营收增速更快
EAT
高出21.4%
-18.3%
净利率更高
EAT
高出10.9%
-2.2%
两年增速更快
ROKU
近两年复合增速
10.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.2B |
| 净利润 | $127.9M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | 11.3% | 59.7% |
| 净利率 | 8.7% | -2.2% |
| 营收同比 | 3.2% | -18.3% |
| 净利润同比 | — | -361.0% |
| 每股收益（稀释后） | $2.87 | $0.57 |
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EATROKU
| Q1 26 | $1.5B | $1.2B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.2B | $968.2M |
净利润EATROKU
| Q1 26 | $127.9M | $-27.4M | ||
| Q4 25 | $128.5M | $80.5M | ||
| Q3 25 | $99.5M | $24.8M | ||
| Q2 25 | $107.0M | $10.5M | ||
| Q1 25 | $119.1M | $-27.4M | ||
| Q4 24 | $118.5M | $-35.5M | ||
| Q3 24 | $38.5M | $-9.0M | ||
| Q2 24 | $57.3M | $-34.0M |
毛利率EATROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率EATROKU
| Q1 26 | 11.3% | 59.7% | ||
| Q4 25 | 11.6% | 4.7% | ||
| Q3 25 | 8.7% | 0.8% | ||
| Q2 25 | 9.8% | -2.1% | ||
| Q1 25 | 11.0% | -5.7% | ||
| Q4 24 | 11.5% | -3.3% | ||
| Q3 24 | 5.0% | -3.4% | ||
| Q2 24 | 6.1% | -7.4% |
净利率EATROKU
| Q1 26 | 8.7% | -2.2% | ||
| Q4 25 | 8.8% | 5.8% | ||
| Q3 25 | 7.4% | 2.0% | ||
| Q2 25 | 7.3% | 0.9% | ||
| Q1 25 | 8.4% | -2.7% | ||
| Q4 24 | 8.7% | -3.0% | ||
| Q3 24 | 3.4% | -0.9% | ||
| Q2 24 | 4.7% | -3.5% |
每股收益（稀释后）EATROKU
| Q1 26 | $2.87 | $0.57 | ||
| Q4 25 | $2.86 | $0.55 | ||
| Q3 25 | $2.17 | $0.16 | ||
| Q2 25 | $2.31 | $0.07 | ||
| Q1 25 | $2.56 | $-0.19 | ||
| Q4 24 | $2.61 | $-0.24 | ||
| Q3 24 | $0.84 | $-0.06 | ||
| Q2 24 | $1.22 | $-0.24 |
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 | — | $2.4B |
| 总债务越低越好 | $424.4M | — |
| 股东权益账面价值 | $406.0M | $2.7B |
| 总资产 | $2.8B | $4.4B |
| 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EATROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $15.0M | $2.3B | ||
| Q3 25 | $33.6M | $2.3B | ||
| Q2 25 | $18.9M | $2.3B | ||
| Q1 25 | $17.5M | $2.3B | ||
| Q4 24 | $14.8M | $2.2B | ||
| Q3 24 | $16.2M | $2.1B | ||
| Q2 24 | $64.6M | $2.1B |
总债务EATROKU
| Q1 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 | — |
股东权益EATROKU
| Q1 26 | $406.0M | $2.7B | ||
| Q4 25 | $379.3M | $2.7B | ||
| Q3 25 | $343.9M | $2.6B | ||
| Q2 25 | $370.9M | $2.6B | ||
| Q1 25 | $259.0M | $2.5B | ||
| Q4 24 | $131.5M | $2.5B | ||
| Q3 24 | $12.7M | $2.5B | ||
| Q2 24 | $39.4M | $2.4B |
总资产EATROKU
| Q1 26 | $2.8B | $4.4B | ||
| Q4 25 | $2.7B | $4.4B | ||
| Q3 25 | $2.7B | $4.4B | ||
| Q2 25 | $2.7B | $4.3B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.6B | $4.3B | ||
| Q3 24 | $2.5B | $4.3B | ||
| Q2 24 | $2.6B | $4.1B |
负债/权益比EATROKU
| Q1 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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流EATROKU
| Q1 26 | $571.8M | $199.1M | ||
| Q4 25 | $218.9M | $107.7M | ||
| Q3 25 | $120.8M | $127.6M | ||
| Q2 25 | $186.0M | $109.7M | ||
| Q1 25 | $212.0M | $138.7M | ||
| Q4 24 | $218.2M | $79.3M | ||
| Q3 24 | $62.8M | $68.7M | ||
| Q2 24 | $141.5M | $23.4M |
自由现金流EATROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $155.2M | $106.6M | ||
| Q3 25 | $62.2M | $126.5M | ||
| Q2 25 | $106.1M | $108.6M | ||
| Q1 25 | $132.4M | $136.8M | ||
| Q4 24 | $168.9M | $76.8M | ||
| Q3 24 | $6.3M | $67.6M | ||
| Q2 24 | $83.5M | $22.5M |
自由现金流率EATROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 10.7% | 7.6% | ||
| Q3 25 | 4.6% | 10.4% | ||
| Q2 25 | 7.3% | 9.8% | ||
| Q1 25 | 9.3% | 13.4% | ||
| Q4 24 | 12.4% | 6.4% | ||
| Q3 24 | 0.6% | 6.4% | ||
| Q2 24 | 6.9% | 2.3% |
资本支出强度EATROKU
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 0.1% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 5.5% | 0.1% | ||
| Q1 25 | 5.6% | 0.2% | ||
| Q4 24 | 3.6% | 0.2% | ||
| Q3 24 | 5.0% | 0.1% | ||
| Q2 24 | 4.8% | 0.1% |
现金转化率EATROKU
| Q1 26 | 4.47× | — | ||
| Q4 25 | 1.70× | 1.34× | ||
| Q3 25 | 1.21× | 5.14× | ||
| Q2 25 | 1.74× | 10.45× | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.84× | — | ||
| 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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
