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BRINKER INTERNATIONAL, INC（EAT）与Sunrun Inc.（RUN）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Sunrun Inc.的1.3倍（$1.5B vs $1.2B），Sunrun Inc.净利率更高（8.9% vs 8.7%，领先0.2%），Sunrun Inc.同比增速更快（123.5% vs 3.2%），过去两年Sunrun Inc.的营收复合增速更高（59.0% 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。
Sunrun Inc.是美国知名的光伏系统及电池储能产品供应商，业务以服务住宅客户为主，2007年成立，总部位于加利福尼亚州旧金山，致力于为家庭用户提供高效的清洁能源解决方案。
EAT vs RUN — 直观对比
营收规模更大
EAT
是对方的1.3倍
$1.2B
营收增速更快
RUN
高出120.3%
3.2%
净利率更高
RUN
高出0.2%
8.7%
两年增速更快
RUN
近两年复合增速
10.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.2B |
| 净利润 | $127.9M | $103.6M |
| 毛利率 | — | — |
| 营业利润率 | 11.3% | 8.4% |
| 净利率 | 8.7% | 8.9% |
| 营收同比 | 3.2% | 123.5% |
| 净利润同比 | — | 103.7% |
| 每股收益（稀释后） | $2.87 | $0.38 |
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EATRUN
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.3B | $724.6M | ||
| Q2 25 | $1.5B | $569.3M | ||
| Q1 25 | $1.4B | $504.3M | ||
| Q4 24 | $1.4B | $518.5M | ||
| Q3 24 | $1.1B | $537.2M | ||
| Q2 24 | $1.2B | $523.9M |
净利润EATRUN
| Q1 26 | $127.9M | — | ||
| Q4 25 | $128.5M | $103.6M | ||
| Q3 25 | $99.5M | $16.6M | ||
| Q2 25 | $107.0M | $279.8M | ||
| Q1 25 | $119.1M | $50.0M | ||
| Q4 24 | $118.5M | $-2.8B | ||
| Q3 24 | $38.5M | $-83.8M | ||
| Q2 24 | $57.3M | $139.1M |
营业利润率EATRUN
| Q1 26 | 11.3% | — | ||
| Q4 25 | 11.6% | 8.4% | ||
| Q3 25 | 8.7% | 0.5% | ||
| Q2 25 | 9.8% | -19.7% | ||
| Q1 25 | 11.0% | -22.8% | ||
| Q4 24 | 11.5% | -628.0% | ||
| Q3 24 | 5.0% | -23.8% | ||
| Q2 24 | 6.1% | -24.4% |
净利率EATRUN
| Q1 26 | 8.7% | — | ||
| Q4 25 | 8.8% | 8.9% | ||
| Q3 25 | 7.4% | 2.3% | ||
| Q2 25 | 7.3% | 49.1% | ||
| Q1 25 | 8.4% | 9.9% | ||
| Q4 24 | 8.7% | -542.7% | ||
| Q3 24 | 3.4% | -15.6% | ||
| Q2 24 | 4.7% | 26.5% |
每股收益（稀释后）EATRUN
| Q1 26 | $2.87 | — | ||
| Q4 25 | $2.86 | $0.38 | ||
| Q3 25 | $2.17 | $0.06 | ||
| Q2 25 | $2.31 | $1.07 | ||
| Q1 25 | $2.56 | $0.20 | ||
| Q4 24 | $2.61 | $-12.59 | ||
| Q3 24 | $0.84 | $-0.37 | ||
| Q2 24 | $1.22 | $0.55 |
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 | — | — |
| 总债务越低越好 | $424.4M | $14.7B |
| 股东权益账面价值 | $406.0M | $3.1B |
| 总资产 | $2.8B | $22.6B |
| 负债/权益比越低杠杆越低 | 1.05× | 4.69× |
8季度趋势，按日历期对齐
现金及短期投资EATRUN
| Q1 26 | — | — | ||
| Q4 25 | $15.0M | — | ||
| Q3 25 | $33.6M | — | ||
| Q2 25 | $18.9M | — | ||
| Q1 25 | $17.5M | — | ||
| Q4 24 | $14.8M | — | ||
| Q3 24 | $16.2M | — | ||
| Q2 24 | $64.6M | — |
总债务EATRUN
| Q1 26 | $424.4M | — | ||
| Q4 25 | $451.3M | $14.7B | ||
| Q3 25 | $525.8M | $14.6B | ||
| Q2 25 | $426.0M | $14.0B | ||
| Q1 25 | $518.3M | $13.6B | ||
| Q4 24 | $652.0M | $12.9B | ||
| Q3 24 | $806.9M | $12.5B | ||
| Q2 24 | $786.3M | $12.0B |
股东权益EATRUN
| Q1 26 | $406.0M | — | ||
| Q4 25 | $379.3M | $3.1B | ||
| Q3 25 | $343.9M | $3.0B | ||
| Q2 25 | $370.9M | $2.9B | ||
| Q1 25 | $259.0M | $2.6B | ||
| Q4 24 | $131.5M | $2.6B | ||
| Q3 24 | $12.7M | $5.3B | ||
| Q2 24 | $39.4M | $5.4B |
总资产EATRUN
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.7B | $22.6B | ||
| Q3 25 | $2.7B | $22.2B | ||
| Q2 25 | $2.7B | $21.2B | ||
| Q1 25 | $2.6B | $20.4B | ||
| Q4 24 | $2.6B | $19.9B | ||
| Q3 24 | $2.5B | $22.1B | ||
| Q2 24 | $2.6B | $21.4B |
负债/权益比EATRUN
| Q1 26 | 1.05× | — | ||
| Q4 25 | 1.19× | 4.69× | ||
| Q3 25 | 1.53× | 4.90× | ||
| Q2 25 | 1.15× | 4.80× | ||
| Q1 25 | 2.00× | 5.19× | ||
| Q4 24 | 4.96× | 5.05× | ||
| Q3 24 | 63.54× | 2.36× | ||
| Q2 24 | 19.96× | 2.23× |
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 | $96.9M |
| 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× | 0.94× |
| 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EATRUN
| Q1 26 | $571.8M | — | ||
| Q4 25 | $218.9M | $96.9M | ||
| Q3 25 | $120.8M | $-121.5M | ||
| Q2 25 | $186.0M | $-292.7M | ||
| Q1 25 | $212.0M | $-104.2M | ||
| Q4 24 | $218.2M | $-258.4M | ||
| Q3 24 | $62.8M | $-156.2M | ||
| Q2 24 | $141.5M | $-208.5M |
自由现金流EATRUN
| 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 | $-156.4M | ||
| Q2 24 | $83.5M | — |
自由现金流率EATRUN
| 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% | -29.1% | ||
| Q2 24 | 6.9% | — |
资本支出强度EATRUN
| 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% | 0.0% | ||
| Q2 24 | 4.8% | — |
现金转化率EATRUN
| Q1 26 | 4.47× | — | ||
| Q4 25 | 1.70× | 0.94× | ||
| Q3 25 | 1.21× | -7.33× | ||
| Q2 25 | 1.74× | -1.05× | ||
| Q1 25 | 1.78× | -2.08× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 2.47× | -1.50× |
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% |
RUN
| Products | $692.3M | 60% |
| Customer Agreements | $435.2M | 38% |
| Manufactured Product Other | $56.7M | 5% |
| Incentives | $31.3M | 3% |
