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BRINKER INTERNATIONAL, INC(EAT)与RXO, Inc.(RXO)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RXO, Inc.的1.0倍($1.5B vs $1.5B),BRINKER INTERNATIONAL, INC净利率更高(8.7% vs -3.1%,领先11.8%),BRINKER INTERNATIONAL, INC同比增速更快(3.2% vs -11.9%),过去两年RXO, Inc.的营收复合增速更高(26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商,核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持,主要服务北美制造业、零售业及电商领域的客户。
EAT vs RXO — 直观对比
营收规模更大
EAT
是对方的1.0倍
$1.5B
营收增速更快
EAT
高出15.0%
-11.9%
净利率更高
EAT
高出11.8%
-3.1%
两年增速更快
RXO
近两年复合增速
10.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.5B |
| 净利润 | $127.9M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 11.3% | -2.9% |
| 净利率 | 8.7% | -3.1% |
| 营收同比 | 3.2% | -11.9% |
| 净利润同比 | — | -84.0% |
| 每股收益(稀释后) | $2.87 | $-0.28 |
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
RXO
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $930.0M |
净利润
EAT
RXO
| Q1 26 | $127.9M | — | ||
| Q4 25 | $128.5M | $-46.0M | ||
| Q3 25 | $99.5M | $-14.0M | ||
| Q2 25 | $107.0M | $-9.0M | ||
| Q1 25 | $119.1M | $-31.0M | ||
| Q4 24 | $118.5M | $-25.0M | ||
| Q3 24 | $38.5M | $-243.0M | ||
| Q2 24 | $57.3M | $-7.0M |
营业利润率
EAT
RXO
| Q1 26 | 11.3% | — | ||
| Q4 25 | 11.6% | -2.9% | ||
| Q3 25 | 8.7% | -0.5% | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 11.0% | -2.1% | ||
| Q4 24 | 11.5% | -1.4% | ||
| Q3 24 | 5.0% | -1.9% | ||
| Q2 24 | 6.1% | — |
净利率
EAT
RXO
| Q1 26 | 8.7% | — | ||
| Q4 25 | 8.8% | -3.1% | ||
| Q3 25 | 7.4% | -1.0% | ||
| Q2 25 | 7.3% | -0.6% | ||
| Q1 25 | 8.4% | -2.2% | ||
| Q4 24 | 8.7% | -1.5% | ||
| Q3 24 | 3.4% | -23.4% | ||
| Q2 24 | 4.7% | -0.8% |
每股收益(稀释后)
EAT
RXO
| Q1 26 | $2.87 | — | ||
| Q4 25 | $2.86 | $-0.28 | ||
| Q3 25 | $2.17 | $-0.08 | ||
| Q2 25 | $2.31 | $-0.05 | ||
| Q1 25 | $2.56 | $-0.18 | ||
| Q4 24 | $2.61 | $-0.17 | ||
| Q3 24 | $0.84 | $-1.81 | ||
| Q2 24 | $1.22 | $-0.06 |
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 | — | $17.0M |
| 总债务越低越好 | $424.4M | $387.0M |
| 股东权益账面价值 | $406.0M | $1.5B |
| 总资产 | $2.8B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.05× | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
EAT
RXO
| Q1 26 | — | — | ||
| Q4 25 | $15.0M | $17.0M | ||
| Q3 25 | $33.6M | $25.0M | ||
| Q2 25 | $18.9M | $18.0M | ||
| Q1 25 | $17.5M | $16.0M | ||
| Q4 24 | $14.8M | $35.0M | ||
| Q3 24 | $16.2M | $55.0M | ||
| Q2 24 | $64.6M | $7.0M |
总债务
EAT
RXO
| Q1 26 | $424.4M | — | ||
| Q4 25 | $451.3M | $387.0M | ||
| Q3 25 | $525.8M | $387.0M | ||
| Q2 25 | $426.0M | $387.0M | ||
| Q1 25 | $518.3M | $387.0M | ||
| Q4 24 | $652.0M | $351.0M | ||
| Q3 24 | $806.9M | $352.0M | ||
| Q2 24 | $786.3M | $370.0M |
股东权益
EAT
RXO
| Q1 26 | $406.0M | — | ||
| Q4 25 | $379.3M | $1.5B | ||
| Q3 25 | $343.9M | $1.6B | ||
| Q2 25 | $370.9M | $1.6B | ||
| Q1 25 | $259.0M | $1.6B | ||
| Q4 24 | $131.5M | $1.6B | ||
| Q3 24 | $12.7M | $1.7B | ||
| Q2 24 | $39.4M | $579.0M |
总资产
EAT
RXO
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $2.6B | $3.3B | ||
| Q4 24 | $2.6B | $3.4B | ||
| Q3 24 | $2.5B | $3.4B | ||
| Q2 24 | $2.6B | $1.8B |
负债/权益比
EAT
RXO
| Q1 26 | 1.05× | — | ||
| Q4 25 | 1.19× | 0.25× | ||
| Q3 25 | 1.53× | 0.24× | ||
| Q2 25 | 1.15× | 0.24× | ||
| Q1 25 | 2.00× | 0.24× | ||
| Q4 24 | 4.96× | 0.22× | ||
| Q3 24 | 63.54× | 0.21× | ||
| Q2 24 | 19.96× | 0.64× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势,按日历期对齐
经营现金流
EAT
RXO
| Q1 26 | $571.8M | — | ||
| Q4 25 | $218.9M | $7.0M | ||
| Q3 25 | $120.8M | $23.0M | ||
| Q2 25 | $186.0M | $23.0M | ||
| Q1 25 | $212.0M | $-2.0M | ||
| Q4 24 | $218.2M | $-7.0M | ||
| Q3 24 | $62.8M | $-7.0M | ||
| Q2 24 | $141.5M | $-5.0M |
自由现金流
EAT
RXO
| Q1 26 | — | — | ||
| Q4 25 | $155.2M | $-9.0M | ||
| Q3 25 | $62.2M | $9.0M | ||
| Q2 25 | $106.1M | $9.0M | ||
| Q1 25 | $132.4M | $-17.0M | ||
| Q4 24 | $168.9M | $-19.0M | ||
| Q3 24 | $6.3M | $-18.0M | ||
| Q2 24 | $83.5M | $-16.0M |
自由现金流率
EAT
RXO
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | -0.6% | ||
| Q3 25 | 4.6% | 0.6% | ||
| Q2 25 | 7.3% | 0.6% | ||
| Q1 25 | 9.3% | -1.2% | ||
| Q4 24 | 12.4% | -1.1% | ||
| Q3 24 | 0.6% | -1.7% | ||
| Q2 24 | 6.9% | -1.7% |
资本支出强度
EAT
RXO
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 1.1% | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 5.5% | 1.0% | ||
| Q1 25 | 5.6% | 1.0% | ||
| Q4 24 | 3.6% | 0.7% | ||
| Q3 24 | 5.0% | 1.1% | ||
| Q2 24 | 4.8% | 1.2% |
现金转化率
EAT
RXO
| Q1 26 | 4.47× | — | ||
| Q4 25 | 1.70× | — | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.74× | — | ||
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |