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BRINKER INTERNATIONAL, INC（EAT）与怡安集团（RYAN）财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是怡安集团的2.0倍（$1.5B vs $738.0M），BRINKER INTERNATIONAL, INC净利率更高（8.8% vs 1.1%，领先7.8%），怡安集团同比增速更快（13.6% vs 6.9%），过去两年怡安集团的营收复合增速更高（17.1% vs 13.9%）
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。
怡安集团是一家业务横跨英美两国的专业服务企业，目前主要开展两大板块业务：风险资本板块提供风险管理、保险及再保险领域的经纪与咨询服务；人力资本板块则提供健康保险、退休计划、养老金计划与人才咨询相关服务。
EAT vs RYAN — 直观对比
营收规模更大
EAT
是对方的2.0倍
$738.0M
营收增速更快
RYAN
高出6.7%
6.9%
净利率更高
EAT
高出7.8%
1.1%
两年增速更快
RYAN
近两年复合增速
13.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $738.0M |
| 净利润 | $128.5M | $8.0M |
| 毛利率 | — | — |
| 营业利润率 | 11.6% | 12.4% |
| 净利率 | 8.8% | 1.1% |
| 营收同比 | 6.9% | 13.6% |
| 净利润同比 | 8.4% | -42.0% |
| 每股收益（稀释后） | $2.86 | — |
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EATRYAN
| Q4 25 | $1.5B | $738.0M | ||
| Q3 25 | $1.3B | $739.6M | ||
| Q2 25 | $1.5B | $840.9M | ||
| Q1 25 | $1.4B | $676.1M | ||
| Q4 24 | $1.4B | $649.4M | ||
| Q3 24 | $1.1B | $588.1M | ||
| Q2 24 | $1.2B | $680.2M | ||
| Q1 24 | $1.1B | $537.9M |
净利润EATRYAN
| Q4 25 | $128.5M | $8.0M | ||
| Q3 25 | $99.5M | $31.1M | ||
| Q2 25 | $107.0M | $52.0M | ||
| Q1 25 | $119.1M | $-27.6M | ||
| Q4 24 | $118.5M | $13.8M | ||
| Q3 24 | $38.5M | $17.6M | ||
| Q2 24 | $57.3M | $46.8M | ||
| Q1 24 | $48.7M | $16.5M |
营业利润率EATRYAN
| Q4 25 | 11.6% | 12.4% | ||
| Q3 25 | 8.7% | 15.0% | ||
| Q2 25 | 9.8% | 22.7% | ||
| Q1 25 | 11.0% | 14.8% | ||
| Q4 24 | 11.5% | 16.8% | ||
| Q3 24 | 5.0% | 13.9% | ||
| Q2 24 | 6.1% | 24.2% | ||
| Q1 24 | 6.2% | 13.5% |
净利率EATRYAN
| Q4 25 | 8.8% | 1.1% | ||
| Q3 25 | 7.4% | 4.2% | ||
| Q2 25 | 7.3% | 6.2% | ||
| Q1 25 | 8.4% | -4.1% | ||
| Q4 24 | 8.7% | 2.1% | ||
| Q3 24 | 3.4% | 3.0% | ||
| Q2 24 | 4.7% | 6.9% | ||
| Q1 24 | 4.3% | 3.1% |
每股收益（稀释后）EATRYAN
| Q4 25 | $2.86 | — | ||
| Q3 25 | $2.17 | — | ||
| Q2 25 | $2.31 | — | ||
| Q1 25 | $2.56 | — | ||
| Q4 24 | $2.61 | — | ||
| Q3 24 | $0.84 | — | ||
| Q2 24 | $1.22 | — | ||
| Q1 24 | $1.08 | — |
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 | $15.0M | $158.3M |
| 总债务越低越好 | $451.3M | $3.3B |
| 股东权益账面价值 | $379.3M | $648.1M |
| 总资产 | $2.7B | $10.6B |
| 负债/权益比越低杠杆越低 | 1.19× | 5.16× |
8季度趋势，按日历期对齐
现金及短期投资EATRYAN
| Q4 25 | $15.0M | $158.3M | ||
| Q3 25 | $33.6M | $153.5M | ||
| Q2 25 | $18.9M | $172.6M | ||
| Q1 25 | $17.5M | $203.5M | ||
| Q4 24 | $14.8M | $540.2M | ||
| Q3 24 | $16.2M | $235.2M | ||
| Q2 24 | $64.6M | $1.7B | ||
| Q1 24 | $15.5M | $1.6B |
总债务EATRYAN
| Q4 25 | $451.3M | $3.3B | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $426.0M | — | ||
| Q1 25 | $518.3M | — | ||
| Q4 24 | $652.0M | $3.3B | ||
| Q3 24 | $806.9M | — | ||
| Q2 24 | $786.3M | — | ||
| Q1 24 | $818.5M | — |
股东权益EATRYAN
| Q4 25 | $379.3M | $648.1M | ||
| Q3 25 | $343.9M | $630.5M | ||
| Q2 25 | $370.9M | $610.1M | ||
| Q1 25 | $259.0M | $542.5M | ||
| Q4 24 | $131.5M | $627.7M | ||
| Q3 24 | $12.7M | $632.8M | ||
| Q2 24 | $39.4M | $605.9M | ||
| Q1 24 | $-46.7M | $554.4M |
总资产EATRYAN
| Q4 25 | $2.7B | $10.6B | ||
| Q3 25 | $2.7B | $9.9B | ||
| Q2 25 | $2.7B | $10.6B | ||
| Q1 25 | $2.6B | $9.9B | ||
| Q4 24 | $2.6B | $9.6B | ||
| Q3 24 | $2.5B | $8.5B | ||
| Q2 24 | $2.6B | $8.3B | ||
| Q1 24 | $2.5B | $7.1B |
负债/权益比EATRYAN
| Q4 25 | 1.19× | 5.16× | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 2.00× | — | ||
| Q4 24 | 4.96× | 5.22× | ||
| Q3 24 | 63.54× | — | ||
| Q2 24 | 19.96× | — | ||
| Q1 24 | — | — |
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 | $218.9M | $263.2M |
| 自由现金流经营现金流 - 资本支出 | $155.2M | — |
| 自由现金流率自由现金流/营收 | 10.7% | — |
| 资本支出强度资本支出/营收 | 4.4% | 0.0% |
| 现金转化率经营现金流/净利润 | 1.70× | 32.99× |
| 过去12个月自由现金流最近4个季度 | $455.9M | — |
8季度趋势，按日历期对齐
经营现金流EATRYAN
| Q4 25 | $218.9M | $263.2M | ||
| Q3 25 | $120.8M | $169.7M | ||
| Q2 25 | $186.0M | $353.6M | ||
| Q1 25 | $212.0M | $-142.8M | ||
| Q4 24 | $218.2M | $259.6M | ||
| Q3 24 | $62.8M | $100.9M | ||
| Q2 24 | $141.5M | $270.8M | ||
| Q1 24 | $130.1M | $-116.5M |
自由现金流EATRYAN
| Q4 25 | $155.2M | — | ||
| Q3 25 | $62.2M | $167.3M | ||
| Q2 25 | $106.1M | — | ||
| Q1 25 | $132.4M | $-143.5M | ||
| Q4 24 | $168.9M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $83.5M | — | ||
| Q1 24 | $78.7M | — |
自由现金流率EATRYAN
| Q4 25 | 10.7% | — | ||
| Q3 25 | 4.6% | 22.6% | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 9.3% | -21.2% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 6.9% | — | ||
| Q1 24 | 7.0% | — |
资本支出强度EATRYAN
| Q4 25 | 4.4% | 0.0% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 5.5% | 0.0% | ||
| Q1 25 | 5.6% | 0.1% | ||
| Q4 24 | 3.6% | 0.0% | ||
| Q3 24 | 5.0% | 0.0% | ||
| Q2 24 | 4.8% | 0.0% | ||
| Q1 24 | 4.6% | 0.0% |
现金转化率EATRYAN
| Q4 25 | 1.70× | 32.99× | ||
| Q3 25 | 1.21× | 5.46× | ||
| Q2 25 | 1.74× | 6.80× | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.84× | 18.88× | ||
| Q3 24 | 1.63× | 5.74× | ||
| Q2 24 | 2.47× | 5.79× | ||
| Q1 24 | 2.67× | -7.05× |
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
| Chilis Restaurants | $1.3B | 91% |
| Maggianos Restaurants | $134.9M | 9% |
| Franchise Revenues | $13.4M | 1% |
RYAN
| Wholesale Brokerage | $385.7M | 52% |
| Underwriting Management | $268.3M | 36% |
| Binding Authorities | $84.0M | 11% |
