vs
null（JACK）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是BRC Group Holdings, Inc.的1.9倍（$349.5M vs $188.3M），BRC Group Holdings, Inc.净利率更高（47.9% vs -0.7%，领先48.6%），BRC Group Holdings, Inc.同比增速更快（-21.9% vs -25.5%），过去两年BRC Group Holdings, Inc.的营收复合增速更高（-15.4% 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。
JACK vs RILY — 直观对比
营收规模更大
JACK
是对方的1.9倍
$188.3M
营收增速更快
RILY
高出3.7%
-25.5%
净利率更高
RILY
高出48.6%
-0.7%
两年增速更快
RILY
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $188.3M |
| 净利润 | $-2.5M | $90.3M |
| 毛利率 | — | 79.5% |
| 营业利润率 | 13.3% | 32.3% |
| 净利率 | -0.7% | 47.9% |
| 营收同比 | -25.5% | -21.9% |
| 净利润同比 | -107.3% | 1710.8% |
| 每股收益（稀释后） | $-0.13 | $2.78 |
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JACKRILY
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $188.3M | ||
| Q3 25 | — | $215.3M | ||
| Q2 25 | $336.7M | $188.2M | ||
| Q1 25 | $371.1M | $197.2M | ||
| Q4 24 | — | $241.0M | ||
| Q3 24 | — | $225.5M | ||
| Q2 24 | $365.3M | $256.0M |
净利润JACKRILY
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $90.3M | ||
| Q3 25 | — | $91.1M | ||
| Q2 25 | $-142.2M | $139.5M | ||
| Q1 25 | $33.7M | $-10.0M | ||
| Q4 24 | — | $-5.6M | ||
| Q3 24 | — | $-284.4M | ||
| Q2 24 | $25.0M | $-433.6M |
毛利率JACKRILY
| Q1 26 | — | — | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 83.7% | ||
| Q2 25 | — | 81.3% | ||
| Q1 25 | — | 81.4% | ||
| Q4 24 | — | 79.8% | ||
| Q3 24 | — | 82.1% | ||
| Q2 24 | — | 84.5% |
营业利润率JACKRILY
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 32.3% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | -46.7% | 5.7% | ||
| Q1 25 | 19.0% | -31.2% | ||
| Q4 24 | — | -69.2% | ||
| Q3 24 | — | -36.4% | ||
| Q2 24 | 14.8% | -90.8% |
净利率JACKRILY
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 47.9% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | -42.2% | 74.1% | ||
| Q1 25 | 9.1% | -5.1% | ||
| Q4 24 | — | -2.3% | ||
| Q3 24 | — | -126.1% | ||
| Q2 24 | 6.8% | -169.4% |
每股收益（稀释后）JACKRILY
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $2.78 | ||
| Q3 25 | — | $2.91 | ||
| Q2 25 | $-7.47 | $4.50 | ||
| Q1 25 | $1.75 | $-0.39 | ||
| Q4 24 | — | $-0.01 | ||
| Q3 24 | — | $-9.39 | ||
| Q2 24 | $1.26 | $-14.35 |
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 | — | $226.6M |
| 总债务越低越好 | $1.6B | $1.4B |
| 股东权益账面价值 | $-936.0M | $-171.5M |
| 总资产 | $2.0B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JACKRILY
| Q1 26 | — | — | ||
| Q4 25 | — | $226.6M | ||
| Q3 25 | — | $184.2M | ||
| Q2 25 | — | $267.4M | ||
| Q1 25 | — | $138.3M | ||
| Q4 24 | — | $146.9M | ||
| Q3 24 | — | $159.2M | ||
| Q2 24 | — | $236.9M |
总债务JACKRILY
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKRILY
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $-171.5M | ||
| Q3 25 | — | $-260.5M | ||
| Q2 25 | $-976.2M | $-351.7M | ||
| Q1 25 | $-827.1M | $-496.8M | ||
| Q4 24 | — | $-488.2M | ||
| Q3 24 | — | $-497.6M | ||
| Q2 24 | $-702.6M | $-218.3M |
总资产JACKRILY
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $2.9B | $3.2B |
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 | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | — |
| 自由现金流率自由现金流/营收 | 2.1% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 现金转化率经营现金流/净利润 | — | 0.29× |
| 过去12个月自由现金流最近4个季度 | $34.8M | — |
8季度趋势，按日历期对齐
经营现金流JACKRILY
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $-60.6M | ||
| Q2 25 | $-36.8M | $-25.6M | ||
| Q1 25 | $105.7M | $184.0K | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | — | $19.5M | ||
| Q2 24 | $16.7M | $111.5M |
自由现金流JACKRILY
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-63.2M | — | ||
| Q1 25 | $84.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $6.4M | — |
自由现金流率JACKRILY
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -18.8% | — | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.8% | — |
资本支出强度JACKRILY
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.8% | — |
现金转化率JACKRILY
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — |
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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
