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BRINKER INTERNATIONAL, INC(EAT)与RPM INTERNATIONAL INC(RPM)财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是BRINKER INTERNATIONAL, INC的1.3倍($1.9B vs $1.5B),BRINKER INTERNATIONAL, INC净利率更高(8.7% vs 8.4%,领先0.3%),RPM INTERNATIONAL INC同比增速更快(3.5% vs 3.2%),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
EAT vs RPM — 直观对比
营收规模更大
RPM
是对方的1.3倍
$1.5B
营收增速更快
RPM
高出0.3%
3.2%
净利率更高
EAT
高出0.3%
8.4%
两年增速更快
RPM
近两年复合增速
10.3%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.9B |
| 净利润 | $127.9M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 11.3% | 11.0% |
| 净利率 | 8.7% | 8.4% |
| 营收同比 | 3.2% | 3.5% |
| 净利润同比 | 7.4% | -12.0% |
| 每股收益(稀释后) | $2.87 | $1.26 |
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
RPM
| Q3 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B |
净利润
EAT
RPM
| Q3 26 | $127.9M | — | ||
| Q4 25 | $128.5M | $161.2M | ||
| Q3 25 | $99.5M | $227.6M | ||
| Q2 25 | $107.0M | $225.8M | ||
| Q1 25 | $119.1M | $52.0M | ||
| Q4 24 | $118.5M | $183.2M | ||
| Q3 24 | $38.5M | $227.7M | ||
| Q2 24 | $57.3M | $180.6M |
毛利率
EAT
RPM
| Q3 26 | — | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% |
营业利润率
EAT
RPM
| Q3 26 | 11.3% | — | ||
| Q4 25 | 11.6% | 11.0% | ||
| Q3 25 | 8.7% | 14.1% | ||
| Q2 25 | 9.8% | 11.9% | ||
| Q1 25 | 11.0% | 2.8% | ||
| Q4 24 | 11.5% | 11.5% | ||
| Q3 24 | 5.0% | 14.8% | ||
| Q2 24 | 6.1% | 11.9% |
净利率
EAT
RPM
| Q3 26 | 8.7% | — | ||
| Q4 25 | 8.8% | 8.4% | ||
| Q3 25 | 7.4% | 10.8% | ||
| Q2 25 | 7.3% | 10.8% | ||
| Q1 25 | 8.4% | 3.5% | ||
| Q4 24 | 8.7% | 9.9% | ||
| Q3 24 | 3.4% | 11.6% | ||
| Q2 24 | 4.7% | 9.0% |
每股收益(稀释后)
EAT
RPM
| Q3 26 | $2.87 | — | ||
| Q4 25 | $2.86 | $1.26 | ||
| Q3 25 | $2.17 | $1.77 | ||
| Q2 25 | $2.31 | $1.76 | ||
| Q1 25 | $2.56 | $0.40 | ||
| Q4 24 | $2.61 | $1.42 | ||
| Q3 24 | $0.84 | $1.77 | ||
| Q2 24 | $1.22 | $1.40 |
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 | — | $316.6M |
| 总债务越低越好 | $424.4M | $2.5B |
| 股东权益账面价值 | $406.0M | $3.1B |
| 总资产 | $2.8B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.05× | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
EAT
RPM
| Q3 26 | — | — | ||
| Q4 25 | $15.0M | $316.6M | ||
| Q3 25 | $33.6M | $297.1M | ||
| Q2 25 | $18.9M | $302.1M | ||
| Q1 25 | $17.5M | $241.9M | ||
| Q4 24 | $14.8M | $268.7M | ||
| Q3 24 | $16.2M | $231.6M | ||
| Q2 24 | $64.6M | $237.4M |
总债务
EAT
RPM
| Q3 26 | $424.4M | — | ||
| Q4 25 | $451.3M | $2.5B | ||
| Q3 25 | $525.8M | $2.7B | ||
| Q2 25 | $426.0M | $2.6B | ||
| Q1 25 | $518.3M | $2.1B | ||
| Q4 24 | $652.0M | $2.0B | ||
| Q3 24 | $806.9M | $2.0B | ||
| Q2 24 | $786.3M | $2.0B |
股东权益
EAT
RPM
| Q3 26 | $406.0M | — | ||
| Q4 25 | $379.3M | $3.1B | ||
| Q3 25 | $343.9M | $3.1B | ||
| Q2 25 | $370.9M | $2.9B | ||
| Q1 25 | $259.0M | $2.7B | ||
| Q4 24 | $131.5M | $2.7B | ||
| Q3 24 | $12.7M | $2.6B | ||
| Q2 24 | $39.4M | $2.5B |
总资产
EAT
RPM
| Q3 26 | $2.8B | — | ||
| Q4 25 | $2.7B | $7.9B | ||
| Q3 25 | $2.7B | $7.9B | ||
| Q2 25 | $2.7B | $7.8B | ||
| Q1 25 | $2.6B | $6.6B | ||
| Q4 24 | $2.6B | $6.7B | ||
| Q3 24 | $2.5B | $6.6B | ||
| Q2 24 | $2.6B | $6.6B |
负债/权益比
EAT
RPM
| Q3 26 | 1.05× | — | ||
| Q4 25 | 1.19× | 0.80× | ||
| Q3 25 | 1.53× | 0.87× | ||
| Q2 25 | 1.15× | 0.91× | ||
| Q1 25 | 2.00× | 0.78× | ||
| Q4 24 | 4.96× | 0.74× | ||
| Q3 24 | 63.54× | 0.77× | ||
| Q2 24 | 19.96× | 0.79× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 4.47× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势,按日历期对齐
经营现金流
EAT
RPM
| Q3 26 | $571.8M | — | ||
| Q4 25 | $218.9M | $345.7M | ||
| Q3 25 | $120.8M | $237.5M | ||
| Q2 25 | $186.0M | $149.2M | ||
| Q1 25 | $212.0M | $91.5M | ||
| Q4 24 | $218.2M | $279.4M | ||
| Q3 24 | $62.8M | $248.1M | ||
| Q2 24 | $141.5M | $181.2M |
自由现金流
EAT
RPM
| Q3 26 | — | — | ||
| Q4 25 | $155.2M | $296.4M | ||
| Q3 25 | $62.2M | $175.0M | ||
| Q2 25 | $106.1M | $78.2M | ||
| Q1 25 | $132.4M | $33.3M | ||
| Q4 24 | $168.9M | $229.5M | ||
| Q3 24 | $6.3M | $197.3M | ||
| Q2 24 | $83.5M | $105.3M |
自由现金流率
EAT
RPM
| Q3 26 | — | — | ||
| Q4 25 | 10.7% | 15.5% | ||
| Q3 25 | 4.6% | 8.3% | ||
| Q2 25 | 7.3% | 3.8% | ||
| Q1 25 | 9.3% | 2.3% | ||
| Q4 24 | 12.4% | 12.4% | ||
| Q3 24 | 0.6% | 10.0% | ||
| Q2 24 | 6.9% | 5.2% |
资本支出强度
EAT
RPM
| Q3 26 | — | — | ||
| Q4 25 | 4.4% | 2.6% | ||
| Q3 25 | 4.3% | 3.0% | ||
| Q2 25 | 5.5% | 3.4% | ||
| Q1 25 | 5.6% | 3.9% | ||
| Q4 24 | 3.6% | 2.7% | ||
| Q3 24 | 5.0% | 2.6% | ||
| Q2 24 | 4.8% | 3.8% |
现金转化率
EAT
RPM
| Q3 26 | 4.47× | — | ||
| Q4 25 | 1.70× | 2.14× | ||
| Q3 25 | 1.21× | 1.04× | ||
| Q2 25 | 1.74× | 0.66× | ||
| Q1 25 | 1.78× | 1.76× | ||
| Q4 24 | 1.84× | 1.53× | ||
| Q3 24 | 1.63× | 1.09× | ||
| Q2 24 | 2.47× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |