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BRINKER INTERNATIONAL, INC（EAT）与Ventas（VTR）财务数据对比。点击上方公司名可切换其他公司
Ventas的季度营收约是BRINKER INTERNATIONAL, INC的1.1倍（$1.7B vs $1.5B），BRINKER INTERNATIONAL, INC净利率更高（8.8% vs 3.6%，领先5.3%），Ventas同比增速更快（22.0% vs 6.9%），过去两年Ventas的营收复合增速更高（17.5% 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。
Ventas是一家领先的医疗地产投资信托企业，旗下资产涵盖养老社区、医疗办公楼、生命科学研究设施及康复医疗中心等，主要在北美、英国地区运营，为医疗服务及生命科学机构提供专业物业解决方案。
EAT vs VTR — 直观对比
营收规模更大
VTR
是对方的1.1倍
$1.5B
营收增速更快
VTR
高出15.1%
6.9%
净利率更高
EAT
高出5.3%
3.6%
两年增速更快
VTR
近两年复合增速
13.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.7B |
| 净利润 | $128.5M | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | 11.6% | — |
| 净利率 | 8.8% | 3.6% |
| 营收同比 | 6.9% | 22.0% |
| 净利润同比 | 8.4% | 19.0% |
| 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EATVTR
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
净利润EATVTR
| Q1 26 | — | $59.0M | ||
| Q4 25 | $128.5M | $73.0M | ||
| Q3 25 | $99.5M | $68.7M | ||
| Q2 25 | $107.0M | $71.5M | ||
| Q1 25 | $119.1M | $48.4M | ||
| Q4 24 | $118.5M | $58.7M | ||
| Q3 24 | $38.5M | $21.0M | ||
| Q2 24 | $57.3M | $21.2M |
营业利润率EATVTR
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 4.9% | ||
| Q3 25 | 8.7% | 3.0% | ||
| Q2 25 | 9.8% | 3.0% | ||
| Q1 25 | 11.0% | 3.0% | ||
| Q4 24 | 11.5% | -0.0% | ||
| Q3 24 | 5.0% | 1.5% | ||
| Q2 24 | 6.1% | -1.6% |
净利率EATVTR
| Q1 26 | — | 3.6% | ||
| Q4 25 | 8.8% | 4.7% | ||
| Q3 25 | 7.4% | 4.6% | ||
| Q2 25 | 7.3% | 5.0% | ||
| Q1 25 | 8.4% | 3.6% | ||
| Q4 24 | 8.7% | 4.6% | ||
| Q3 24 | 3.4% | 1.7% | ||
| Q2 24 | 4.7% | 1.8% |
每股收益（稀释后）EATVTR
| Q1 26 | — | — | ||
| Q4 25 | $2.86 | $0.15 | ||
| Q3 25 | $2.17 | $0.14 | ||
| Q2 25 | $2.31 | $0.15 | ||
| Q1 25 | $2.56 | $0.10 | ||
| Q4 24 | $2.61 | $0.13 | ||
| Q3 24 | $0.84 | $0.05 | ||
| Q2 24 | $1.22 | $0.05 |
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 | $183.6M |
| 总债务越低越好 | $451.3M | — |
| 股东权益账面价值 | $379.3M | $13.2B |
| 总资产 | $2.7B | $27.7B |
| 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EATVTR
| Q1 26 | — | $183.6M | ||
| Q4 25 | $15.0M | $741.1M | ||
| Q3 25 | $33.6M | $188.6M | ||
| Q2 25 | $18.9M | $614.2M | ||
| Q1 25 | $17.5M | $182.3M | ||
| Q4 24 | $14.8M | $897.9M | ||
| Q3 24 | $16.2M | $1.1B | ||
| Q2 24 | $64.6M | $557.1M |
总债务EATVTR
| Q1 26 | — | — | ||
| Q4 25 | $451.3M | $13.0B | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $426.0M | — | ||
| Q1 25 | $518.3M | — | ||
| Q4 24 | $652.0M | $13.5B | ||
| Q3 24 | $806.9M | — | ||
| Q2 24 | $786.3M | — |
股东权益EATVTR
| Q1 26 | — | $13.2B | ||
| Q4 25 | $379.3M | $12.5B | ||
| Q3 25 | $343.9M | $12.4B | ||
| Q2 25 | $370.9M | $11.5B | ||
| Q1 25 | $259.0M | $11.5B | ||
| Q4 24 | $131.5M | $10.8B | ||
| Q3 24 | $12.7M | $9.8B | ||
| Q2 24 | $39.4M | $9.6B |
总资产EATVTR
| Q1 26 | — | $27.7B | ||
| Q4 25 | $2.7B | $27.6B | ||
| Q3 25 | $2.7B | $26.9B | ||
| Q2 25 | $2.7B | $26.5B | ||
| Q1 25 | $2.6B | $26.0B | ||
| Q4 24 | $2.6B | $26.2B | ||
| Q3 24 | $2.5B | $25.3B | ||
| Q2 24 | $2.6B | $24.5B |
负债/权益比EATVTR
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 1.04× | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 2.00× | — | ||
| Q4 24 | 4.96× | 1.26× | ||
| 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 | — |
| 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% | — |
| 现金转化率经营现金流/净利润 | 1.70× | — |
| 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EATVTR
| Q1 26 | — | — | ||
| Q4 25 | $218.9M | $471.7M | ||
| Q3 25 | $120.8M | $378.6M | ||
| Q2 25 | $186.0M | $475.3M | ||
| Q1 25 | $212.0M | $321.1M | ||
| Q4 24 | $218.2M | $373.6M | ||
| Q3 24 | $62.8M | $353.7M | ||
| Q2 24 | $141.5M | $335.9M |
自由现金流EATVTR
| 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 | — | ||
| Q2 24 | $83.5M | — |
自由现金流率EATVTR
| 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% | — | ||
| Q2 24 | 6.9% | — |
资本支出强度EATVTR
| 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% | — | ||
| Q2 24 | 4.8% | — |
现金转化率EATVTR
| Q1 26 | — | — | ||
| Q4 25 | 1.70× | 6.46× | ||
| Q3 25 | 1.21× | 5.51× | ||
| Q2 25 | 1.74× | 6.65× | ||
| Q1 25 | 1.78× | 6.64× | ||
| Q4 24 | 1.84× | 6.36× | ||
| Q3 24 | 1.63× | 16.84× | ||
| Q2 24 | 2.47× | 15.87× |
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% |
VTR
| Resident fees and services | $1.3B | 78% |
| Outpatient medical and research portfolio | $230.1M | 14% |
| Triple-net leased properties | $123.1M | 7% |
| Third-party capital management revenues | $4.4M | 0% |
