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慧与（EFSC）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是慧与的1.1倍（$204.1M vs $185.2M），慧与净利率更高（26.6% vs 8.9%，领先17.8%），过去两年百胜餐饮集团的营收复合增速更高（19.8% vs 9.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
EFSC vs LCUT — 直观对比
营收规模更大
LCUT
是对方的1.1倍
$185.2M
净利率更高
EFSC
高出17.8%
8.9%
两年增速更快
LCUT
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $204.1M |
| 净利润 | $49.4M | $18.2M |
| 毛利率 | — | 38.6% |
| 营业利润率 | — | 9.8% |
| 净利率 | 26.6% | 8.9% |
| 营收同比 | — | -5.2% |
| 净利润同比 | -1.2% | 103.5% |
| 每股收益（稀释后） | $1.30 | $0.83 |
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EFSCLCUT
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $204.1M | ||
| Q3 25 | $206.9M | $171.9M | ||
| Q2 25 | $173.4M | $131.9M | ||
| Q1 25 | $166.0M | $140.1M | ||
| Q4 24 | $167.0M | $215.2M | ||
| Q3 24 | $164.9M | $183.8M | ||
| Q2 24 | $156.0M | $141.7M |
净利润EFSCLCUT
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $18.2M | ||
| Q3 25 | $45.2M | $-1.2M | ||
| Q2 25 | $51.4M | $-39.7M | ||
| Q1 25 | $50.0M | $-4.2M | ||
| Q4 24 | $48.8M | $8.9M | ||
| Q3 24 | $50.6M | $344.0K | ||
| Q2 24 | $45.4M | $-18.2M |
毛利率EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | 38.6% | ||
| Q3 25 | — | 35.1% | ||
| Q2 25 | — | 38.6% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | — | 37.7% | ||
| Q3 24 | — | 36.7% | ||
| Q2 24 | — | 38.5% |
营业利润率EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | 9.8% | ||
| Q3 25 | 42.9% | 3.9% | ||
| Q2 25 | 37.0% | -28.2% | ||
| Q1 25 | 36.8% | 0.8% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | 38.1% | 4.7% | ||
| Q2 24 | 36.7% | 0.8% |
净利率EFSCLCUT
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | 8.9% | ||
| Q3 25 | 21.9% | -0.7% | ||
| Q2 25 | 29.6% | -30.1% | ||
| Q1 25 | 30.1% | -3.0% | ||
| Q4 24 | 29.2% | 4.1% | ||
| Q3 24 | 30.7% | 0.2% | ||
| Q2 24 | 29.1% | -12.8% |
每股收益（稀释后）EFSCLCUT
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $0.83 | ||
| Q3 25 | $1.19 | $-0.05 | ||
| Q2 25 | $1.36 | $-1.83 | ||
| Q1 25 | $1.31 | $-0.19 | ||
| Q4 24 | $1.27 | $0.41 | ||
| Q3 24 | $1.32 | $0.02 | ||
| Q2 24 | $1.19 | $-0.85 |
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 | — | $4.3M |
| 总债务越低越好 | — | $135.0M |
| 股东权益账面价值 | $2.1B | $202.3M |
| 总资产 | $17.3B | $572.6M |
| 负债/权益比越低杠杆越低 | — | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | $4.3M | ||
| Q3 25 | — | $12.1M | ||
| Q2 25 | — | $12.0M | ||
| Q1 25 | — | $10.4M | ||
| Q4 24 | — | $2.9M | ||
| Q3 24 | — | $6.0M | ||
| Q2 24 | — | $3.4M |
总债务EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EFSCLCUT
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $202.3M | ||
| Q3 25 | $2.0B | $184.6M | ||
| Q2 25 | $1.9B | $185.8M | ||
| Q1 25 | $1.9B | $225.7M | ||
| Q4 24 | $1.8B | $229.9M | ||
| Q3 24 | $1.8B | $220.9M | ||
| Q2 24 | $1.8B | $219.8M |
总资产EFSCLCUT
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $572.6M | ||
| Q3 25 | $16.4B | $581.1M | ||
| Q2 25 | $16.1B | $551.9M | ||
| Q1 25 | $15.7B | $594.6M | ||
| Q4 24 | $15.6B | $634.3M | ||
| Q3 24 | $15.0B | $668.7M | ||
| Q2 24 | $14.6B | $617.0M |
负债/权益比EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $3.7M |
| 自由现金流经营现金流 - 资本支出 | — | $2.6M |
| 自由现金流率自由现金流/营收 | — | 1.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.21× |
| 过去12个月自由现金流最近4个季度 | — | $3.3M |
8季度趋势，按日历期对齐
经营现金流EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $3.7M | ||
| Q3 25 | $49.4M | $-22.2M | ||
| Q2 25 | $61.3M | $9.3M | ||
| Q1 25 | $40.0M | $16.7M | ||
| Q4 24 | $247.4M | $20.3M | ||
| Q3 24 | $89.0M | $-22.7M | ||
| Q2 24 | $76.5M | $10.4M |
自由现金流EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $2.6M | ||
| Q3 25 | $47.1M | $-22.7M | ||
| Q2 25 | $59.0M | $8.2M | ||
| Q1 25 | $35.6M | $15.1M | ||
| Q4 24 | $239.9M | $19.7M | ||
| Q3 24 | $88.2M | $-23.2M | ||
| Q2 24 | $74.7M | $9.9M |
自由现金流率EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 1.3% | ||
| Q3 25 | 22.8% | -13.2% | ||
| Q2 25 | 34.0% | 6.2% | ||
| Q1 25 | 21.5% | 10.8% | ||
| Q4 24 | 143.7% | 9.1% | ||
| Q3 24 | 53.5% | -12.6% | ||
| Q2 24 | 47.9% | 7.0% |
资本支出强度EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 0.6% | ||
| Q3 25 | 1.1% | 0.3% | ||
| Q2 25 | 1.3% | 0.9% | ||
| Q1 25 | 2.7% | 1.1% | ||
| Q4 24 | 4.5% | 0.3% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 1.1% | 0.4% |
现金转化率EFSCLCUT
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | 0.21× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | 2.28× | ||
| Q3 24 | 1.76× | -65.89× | ||
| Q2 24 | 1.68× | — |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
