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BRINKER INTERNATIONAL, INC(EAT)与森萨塔科技(ST)财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是森萨塔科技的1.6倍($1.5B vs $934.8M),森萨塔科技净利率更高(9.3% vs 8.8%,领先0.5%),BRINKER INTERNATIONAL, INC同比增速更快(6.9% vs 2.6%),BRINKER INTERNATIONAL, INC自由现金流更多($155.2M vs $104.6M),过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高(13.9% vs -5.0%)
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。
森萨塔科技控股有限公司是全球领先的工业科技企业,主营传感器、电气保护及控制解决方案的研发、生产与销售,产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域,服务全球制造类企业客户。
EAT vs ST — 直观对比
营收规模更大
EAT
是对方的1.6倍
$934.8M
营收增速更快
EAT
高出4.3%
2.6%
净利率更高
ST
高出0.5%
8.8%
自由现金流更多
EAT
多$50.6M
$104.6M
两年增速更快
EAT
近两年复合增速
-5.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $934.8M |
| 净利润 | $128.5M | $87.1M |
| 毛利率 | — | 30.6% |
| 营业利润率 | 11.6% | 15.1% |
| 净利率 | 8.8% | 9.3% |
| 营收同比 | 6.9% | 2.6% |
| 净利润同比 | 8.4% | 24.6% |
| 每股收益(稀释后) | $2.86 | $0.59 |
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
ST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $1.5B | $917.9M | ||
| Q3 25 | $1.3B | $932.0M | ||
| Q2 25 | $1.5B | $943.4M | ||
| Q1 25 | $1.4B | $911.3M | ||
| Q4 24 | $1.4B | $907.7M | ||
| Q3 24 | $1.1B | $982.8M | ||
| Q2 24 | $1.2B | $1.0B |
净利润
EAT
ST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $128.5M | $63.2M | ||
| Q3 25 | $99.5M | $-162.5M | ||
| Q2 25 | $107.0M | $60.7M | ||
| Q1 25 | $119.1M | $69.9M | ||
| Q4 24 | $118.5M | $5.8M | ||
| Q3 24 | $38.5M | $-25.0M | ||
| Q2 24 | $57.3M | $71.7M |
毛利率
EAT
ST
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 30.0% |
营业利润率
EAT
ST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 11.6% | 10.9% | ||
| Q3 25 | 8.7% | -13.2% | ||
| Q2 25 | 9.8% | 14.6% | ||
| Q1 25 | 11.0% | 13.4% | ||
| Q4 24 | 11.5% | 8.1% | ||
| Q3 24 | 5.0% | -20.3% | ||
| Q2 24 | 6.1% | 12.5% |
净利率
EAT
ST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 8.8% | 6.9% | ||
| Q3 25 | 7.4% | -17.4% | ||
| Q2 25 | 7.3% | 6.4% | ||
| Q1 25 | 8.4% | 7.7% | ||
| Q4 24 | 8.7% | 0.6% | ||
| Q3 24 | 3.4% | -2.5% | ||
| Q2 24 | 4.7% | 6.9% |
每股收益(稀释后)
EAT
ST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $2.86 | $0.45 | ||
| Q3 25 | $2.17 | $-1.12 | ||
| Q2 25 | $2.31 | $0.41 | ||
| Q1 25 | $2.56 | $0.47 | ||
| Q4 24 | $2.61 | $0.05 | ||
| Q3 24 | $0.84 | $-0.17 | ||
| Q2 24 | $1.22 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | $451.3M | — |
| 股东权益账面价值 | $379.3M | $2.9B |
| 总资产 | $2.7B | $6.8B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势,按日历期对齐
现金及短期投资
EAT
ST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $15.0M | $573.0M | ||
| Q3 25 | $33.6M | $791.3M | ||
| Q2 25 | $18.9M | $661.8M | ||
| Q1 25 | $17.5M | $588.1M | ||
| Q4 24 | $14.8M | $593.7M | ||
| Q3 24 | $16.2M | $506.2M | ||
| Q2 24 | $64.6M | $1.0B |
总债务
EAT
ST
| Q1 26 | — | — | ||
| Q4 25 | $451.3M | $2.8B | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $426.0M | — | ||
| Q1 25 | $518.3M | — | ||
| Q4 24 | $652.0M | $3.2B | ||
| Q3 24 | $806.9M | — | ||
| Q2 24 | $786.3M | — |
股东权益
EAT
ST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $379.3M | $2.8B | ||
| Q3 25 | $343.9M | $2.7B | ||
| Q2 25 | $370.9M | $2.9B | ||
| Q1 25 | $259.0M | $2.8B | ||
| Q4 24 | $131.5M | $2.9B | ||
| Q3 24 | $12.7M | $3.0B | ||
| Q2 24 | $39.4M | $3.0B |
总资产
EAT
ST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $2.7B | $6.8B | ||
| Q3 25 | $2.7B | $7.1B | ||
| Q2 25 | $2.7B | $7.3B | ||
| Q1 25 | $2.6B | $7.2B | ||
| Q4 24 | $2.6B | $7.1B | ||
| Q3 24 | $2.5B | $7.3B | ||
| Q2 24 | $2.6B | $8.2B |
负债/权益比
EAT
ST
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 1.02× | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 2.00× | — | ||
| Q4 24 | 4.96× | 1.11× | ||
| 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 | $218.9M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $155.2M | $104.6M |
| 自由现金流率自由现金流/营收 | 10.7% | 11.2% |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 现金转化率经营现金流/净利润 | 1.70× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $455.9M | $508.3M |
8季度趋势,按日历期对齐
经营现金流
EAT
ST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $218.9M | $201.5M | ||
| Q3 25 | $120.8M | $159.9M | ||
| Q2 25 | $186.0M | $140.9M | ||
| Q1 25 | $212.0M | $119.2M | ||
| Q4 24 | $218.2M | $170.7M | ||
| Q3 24 | $62.8M | $130.9M | ||
| Q2 24 | $141.5M | $143.5M |
自由现金流
EAT
ST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $155.2M | $151.9M | ||
| Q3 25 | $62.2M | $136.2M | ||
| Q2 25 | $106.1M | $115.5M | ||
| Q1 25 | $132.4M | $86.6M | ||
| Q4 24 | $168.9M | $138.9M | ||
| Q3 24 | $6.3M | $91.3M | ||
| Q2 24 | $83.5M | $98.4M |
自由现金流率
EAT
ST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 10.7% | 16.6% | ||
| Q3 25 | 4.6% | 14.6% | ||
| Q2 25 | 7.3% | 12.2% | ||
| Q1 25 | 9.3% | 9.5% | ||
| Q4 24 | 12.4% | 15.3% | ||
| Q3 24 | 0.6% | 9.3% | ||
| Q2 24 | 6.9% | 9.5% |
资本支出强度
EAT
ST
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 5.4% | ||
| Q3 25 | 4.3% | 2.5% | ||
| Q2 25 | 5.5% | 2.7% | ||
| Q1 25 | 5.6% | 3.6% | ||
| Q4 24 | 3.6% | 3.5% | ||
| Q3 24 | 5.0% | 4.0% | ||
| Q2 24 | 4.8% | 4.4% |
现金转化率
EAT
ST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.70× | 3.19× | ||
| Q3 25 | 1.21× | — | ||
| Q2 25 | 1.74× | 2.32× | ||
| Q1 25 | 1.78× | 1.70× | ||
| Q4 24 | 1.84× | 29.50× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 2.47× | 2.00× |
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
| Chilis Restaurants | $1.3B | 91% |
| Maggianos Restaurants | $134.9M | 9% |
| Franchise Revenues | $13.4M | 1% |
ST
暂无分部数据