vs
null（JACK）与Dave & Buster's Entertainment, Inc.（PLAY）财务数据对比。点击上方公司名可切换其他公司
Dave & Buster's Entertainment, Inc.的季度营收约是null的1.3倍（$448.2M vs $349.5M），null净利率更高（-0.7% vs -9.4%，领先8.7%），Dave & Buster's Entertainment, Inc.同比增速更快（-1.1% vs -25.5%），null自由现金流更多（$7.3M vs $-20.6M），过去两年Dave & Buster's Entertainment, Inc.的营收复合增速更高（-13.5% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
JACK vs PLAY — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $448.2M |
| 净利润 | $-2.5M | $-42.1M |
| 毛利率 | — | 85.8% |
| 营业利润率 | 13.3% | -3.6% |
| 净利率 | -0.7% | -9.4% |
| 营收同比 | -25.5% | -1.1% |
| 净利润同比 | -107.3% | -28.7% |
| 每股收益（稀释后） | $-0.13 | $-1.22 |
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
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $448.2M | ||
| Q3 25 | — | $557.4M | ||
| Q2 25 | $336.7M | $567.7M | ||
| Q1 25 | $371.1M | $534.5M | ||
| Q4 24 | — | $453.0M | ||
| Q3 24 | — | $557.1M | ||
| Q2 24 | $365.3M | $588.1M |
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $-42.1M | ||
| Q3 25 | — | $11.4M | ||
| Q2 25 | $-142.2M | $21.7M | ||
| Q1 25 | $33.7M | $9.3M | ||
| Q4 24 | — | $-32.7M | ||
| Q3 24 | — | $40.3M | ||
| Q2 24 | $25.0M | $41.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 85.8% | ||
| Q3 25 | — | 86.3% | ||
| Q2 25 | — | 85.5% | ||
| Q1 25 | — | 85.5% | ||
| Q4 24 | — | 85.0% | ||
| Q3 24 | — | 85.3% | ||
| Q2 24 | — | 85.2% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | -3.6% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | -46.7% | 11.1% | ||
| Q1 25 | 19.0% | 8.3% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | 14.8% | 14.5% |
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | -9.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | -42.2% | 3.8% | ||
| Q1 25 | 9.1% | 1.7% | ||
| Q4 24 | — | -7.2% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | 6.8% | 7.0% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-1.22 | ||
| Q3 25 | — | $0.32 | ||
| Q2 25 | $-7.47 | $0.62 | ||
| Q1 25 | $1.75 | $0.32 | ||
| Q4 24 | — | $-0.84 | ||
| Q3 24 | — | $0.99 | ||
| Q2 24 | $1.26 | $0.99 |
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 | — | $13.6M |
| 总债务越低越好 | $1.6B | $1.6B |
| 股东权益账面价值 | $-936.0M | $130.8M |
| 总资产 | $2.0B | $4.1B |
| 负债/权益比越低杠杆越低 | — | 12.17× |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | — | $13.6M | ||
| Q3 25 | — | $12.0M | ||
| Q2 25 | — | $11.9M | ||
| Q1 25 | — | $6.9M | ||
| Q4 24 | — | $8.6M | ||
| Q3 24 | — | $13.1M | ||
| Q2 24 | — | $32.1M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $1.7B | $1.3B |
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $130.8M | ||
| Q3 25 | — | $166.2M | ||
| Q2 25 | $-976.2M | $146.8M | ||
| Q1 25 | $-827.1M | $145.8M | ||
| Q4 24 | — | $226.6M | ||
| Q3 24 | — | $284.4M | ||
| Q2 24 | $-702.6M | $292.5M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | $2.6B | $4.1B | ||
| Q1 25 | $2.8B | $4.0B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | $2.9B | $3.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 12.17× | ||
| Q3 25 | — | 9.57× | ||
| Q2 25 | — | 10.98× | ||
| Q1 25 | — | 10.45× | ||
| Q4 24 | — | 6.58× | ||
| Q3 24 | — | 4.72× | ||
| Q2 24 | — | 4.58× |
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 | $30.5M | $58.0M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $-20.6M |
| 自由现金流率自由现金流/营收 | 2.1% | -4.6% |
| 资本支出强度资本支出/营收 | 6.6% | 17.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $34.8M | $-195.6M |
8季度趋势，按日历期对齐
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $58.0M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | $-36.8M | $95.8M | ||
| Q1 25 | $105.7M | $108.9M | ||
| Q4 24 | — | $-7.2M | ||
| Q3 24 | — | $101.8M | ||
| Q2 24 | $16.7M | $108.8M |
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $-20.6M | ||
| Q3 25 | — | $-55.2M | ||
| Q2 25 | $-63.2M | $-58.8M | ||
| Q1 25 | $84.4M | $-61.0M | ||
| Q4 24 | — | $-138.4M | ||
| Q3 24 | — | $-14.3M | ||
| Q2 24 | $6.4M | $-4.2M |
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | -4.6% | ||
| Q3 25 | — | -9.9% | ||
| Q2 25 | -18.8% | -10.4% | ||
| Q1 25 | 22.7% | -11.4% | ||
| Q4 24 | — | -30.6% | ||
| Q3 24 | — | -2.6% | ||
| Q2 24 | 1.8% | -0.7% |
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | 7.9% | 27.2% | ||
| Q1 25 | 5.7% | 31.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | 2.8% | 19.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.98× | ||
| Q2 25 | — | 4.41× | ||
| Q1 25 | 3.14× | 11.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | 0.67× | 2.63× |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
