vs
BRINKER INTERNATIONAL, INC（EAT）与UFP INDUSTRIES INC（UFPI）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UFP INDUSTRIES INC的1.1倍（$1.5B vs $1.3B），BRINKER INTERNATIONAL, INC净利率更高（8.8% vs 3.0%，领先5.8%），BRINKER INTERNATIONAL, INC同比增速更快（6.9% vs -9.0%），BRINKER INTERNATIONAL, INC自由现金流更多（$155.2M vs $82.7M），过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高（13.9% vs -9.9%）
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。
UFP工业是一家控股企业，业务覆盖零售、工业、建筑三大市场，总部位于美国密歇根州大急流城，1993年公开上市，旗下共有218家关联运营主体，面向零售、建筑、包装三大领域供应数万种产品。
EAT vs UFPI — 直观对比
营收规模更大
EAT
是对方的1.1倍
$1.3B
营收增速更快
EAT
高出16.0%
-9.0%
净利率更高
EAT
高出5.8%
3.0%
自由现金流更多
EAT
多$72.5M
$82.7M
两年增速更快
EAT
近两年复合增速
-9.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.3B |
| 净利润 | $128.5M | $40.0M |
| 毛利率 | — | 16.3% |
| 营业利润率 | 11.6% | 4.4% |
| 净利率 | 8.8% | 3.0% |
| 营收同比 | 6.9% | -9.0% |
| 净利润同比 | 8.4% | -41.3% |
| 每股收益（稀释后） | $2.86 | $0.71 |
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EATUFPI
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.1B | $1.6B |
净利润EATUFPI
| Q4 25 | $128.5M | $40.0M | ||
| Q3 25 | $99.5M | $75.3M | ||
| Q2 25 | $107.0M | $100.7M | ||
| Q1 25 | $119.1M | $78.8M | ||
| Q4 24 | $118.5M | $68.0M | ||
| Q3 24 | $38.5M | $99.8M | ||
| Q2 24 | $57.3M | $125.9M | ||
| Q1 24 | $48.7M | $120.8M |
毛利率EATUFPI
| Q4 25 | — | 16.3% | ||
| Q3 25 | — | 16.8% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 16.8% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | — | 19.1% | ||
| Q1 24 | — | 19.9% |
营业利润率EATUFPI
| Q4 25 | 11.6% | 4.4% | ||
| Q3 25 | 8.7% | 5.7% | ||
| Q2 25 | 9.8% | 6.7% | ||
| Q1 25 | 11.0% | 5.8% | ||
| Q4 24 | 11.5% | 5.4% | ||
| Q3 24 | 5.0% | 7.3% | ||
| Q2 24 | 6.1% | 8.4% | ||
| Q1 24 | 6.2% | 8.2% |
净利率EATUFPI
| Q4 25 | 8.8% | 3.0% | ||
| Q3 25 | 7.4% | 4.8% | ||
| Q2 25 | 7.3% | 5.5% | ||
| Q1 25 | 8.4% | 4.9% | ||
| Q4 24 | 8.7% | 4.7% | ||
| Q3 24 | 3.4% | 6.1% | ||
| Q2 24 | 4.7% | 6.6% | ||
| Q1 24 | 4.3% | 7.4% |
每股收益（稀释后）EATUFPI
| Q4 25 | $2.86 | $0.71 | ||
| Q3 25 | $2.17 | $1.29 | ||
| Q2 25 | $2.31 | $1.70 | ||
| Q1 25 | $2.56 | $1.30 | ||
| Q4 24 | $2.61 | $1.12 | ||
| Q3 24 | $0.84 | $1.64 | ||
| Q2 24 | $1.22 | $2.05 | ||
| Q1 24 | $1.08 | $1.96 |
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 | $948.6M |
| 总债务越低越好 | $451.3M | $229.8M |
| 股东权益账面价值 | $379.3M | $3.1B |
| 总资产 | $2.7B | $4.0B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资EATUFPI
| Q4 25 | $15.0M | $948.6M | ||
| Q3 25 | $33.6M | $1.0B | ||
| Q2 25 | $18.9M | $874.0M | ||
| Q1 25 | $17.5M | $934.3M | ||
| Q4 24 | $14.8M | $1.2B | ||
| Q3 24 | $16.2M | $1.2B | ||
| Q2 24 | $64.6M | $1.1B | ||
| Q1 24 | $15.5M | $1.0B |
总债务EATUFPI
| Q4 25 | $451.3M | $229.8M | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $426.0M | — | ||
| Q1 25 | $518.3M | — | ||
| Q4 24 | $652.0M | $234.0M | ||
| Q3 24 | $806.9M | — | ||
| Q2 24 | $786.3M | — | ||
| Q1 24 | $818.5M | — |
股东权益EATUFPI
| Q4 25 | $379.3M | $3.1B | ||
| Q3 25 | $343.9M | $3.2B | ||
| Q2 25 | $370.9M | $3.1B | ||
| Q1 25 | $259.0M | $3.2B | ||
| Q4 24 | $131.5M | $3.2B | ||
| Q3 24 | $12.7M | $3.2B | ||
| Q2 24 | $39.4M | $3.1B | ||
| Q1 24 | $-46.7M | $3.1B |
总资产EATUFPI
| Q4 25 | $2.7B | $4.0B | ||
| Q3 25 | $2.7B | $4.1B | ||
| Q2 25 | $2.7B | $4.1B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.6B | $4.2B | ||
| Q3 24 | $2.5B | $4.2B | ||
| Q2 24 | $2.6B | $4.1B | ||
| Q1 24 | $2.5B | $4.1B |
负债/权益比EATUFPI
| Q4 25 | 1.19× | 0.08× | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 2.00× | — | ||
| Q4 24 | 4.96× | 0.07× | ||
| 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 | $146.6M |
| 自由现金流经营现金流 - 资本支出 | $155.2M | $82.7M |
| 自由现金流率自由现金流/营收 | 10.7% | 6.2% |
| 资本支出强度资本支出/营收 | 4.4% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.70× | 3.67× |
| 过去12个月自由现金流最近4个季度 | $455.9M | $276.4M |
8季度趋势，按日历期对齐
经营现金流EATUFPI
| Q4 25 | $218.9M | $146.6M | ||
| Q3 25 | $120.8M | $286.0M | ||
| Q2 25 | $186.0M | $221.9M | ||
| Q1 25 | $212.0M | $-108.8M | ||
| Q4 24 | $218.2M | $144.9M | ||
| Q3 24 | $62.8M | $258.6M | ||
| Q2 24 | $141.5M | $255.9M | ||
| Q1 24 | $130.1M | $-16.8M |
自由现金流EATUFPI
| Q4 25 | $155.2M | $82.7M | ||
| Q3 25 | $62.2M | $210.2M | ||
| Q2 25 | $106.1M | $159.5M | ||
| Q1 25 | $132.4M | $-176.1M | ||
| Q4 24 | $168.9M | $78.1M | ||
| Q3 24 | $6.3M | $199.7M | ||
| Q2 24 | $83.5M | $198.4M | ||
| Q1 24 | $78.7M | $-65.9M |
自由现金流率EATUFPI
| Q4 25 | 10.7% | 6.2% | ||
| Q3 25 | 4.6% | 13.5% | ||
| Q2 25 | 7.3% | 8.7% | ||
| Q1 25 | 9.3% | -11.0% | ||
| Q4 24 | 12.4% | 5.3% | ||
| Q3 24 | 0.6% | 12.1% | ||
| Q2 24 | 6.9% | 10.4% | ||
| Q1 24 | 7.0% | -4.0% |
资本支出强度EATUFPI
| Q4 25 | 4.4% | 4.8% | ||
| Q3 25 | 4.3% | 4.9% | ||
| Q2 25 | 5.5% | 3.4% | ||
| Q1 25 | 5.6% | 4.2% | ||
| Q4 24 | 3.6% | 4.6% | ||
| Q3 24 | 5.0% | 3.6% | ||
| Q2 24 | 4.8% | 3.0% | ||
| Q1 24 | 4.6% | 3.0% |
现金转化率EATUFPI
| Q4 25 | 1.70× | 3.67× | ||
| Q3 25 | 1.21× | 3.80× | ||
| Q2 25 | 1.74× | 2.20× | ||
| Q1 25 | 1.78× | -1.38× | ||
| Q4 24 | 1.84× | 2.13× | ||
| Q3 24 | 1.63× | 2.59× | ||
| Q2 24 | 2.47× | 2.03× | ||
| Q1 24 | 2.67× | -0.14× |
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% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
