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百胜餐饮集团（LCUT）与RENASANT CORP（RNST）财务数据对比。点击上方公司名可切换其他公司
RENASANT CORP的季度营收约是百胜餐饮集团的1.3倍（$273.8M vs $204.1M），RENASANT CORP净利率更高（32.2% vs 8.9%，领先23.3%），过去两年RENASANT CORP的营收复合增速更高（29.3% vs 19.8%）
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。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构，母公司为瑞耐桑特公司，在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构，旗下还运营内容平台“瑞耐桑特国度”，发布博客及节目内容。
LCUT vs RNST — 直观对比
营收规模更大
RNST
是对方的1.3倍
$204.1M
净利率更高
RNST
高出23.3%
8.9%
两年增速更快
RNST
近两年复合增速
19.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $204.1M | $273.8M |
| 净利润 | $18.2M | $88.2M |
| 毛利率 | 38.6% | — |
| 营业利润率 | 9.8% | — |
| 净利率 | 8.9% | 32.2% |
| 营收同比 | -5.2% | — |
| 净利润同比 | 103.5% | 112.5% |
| 每股收益（稀释后） | $0.83 | $0.94 |
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LCUTRNST
| Q1 26 | — | $273.8M | ||
| Q4 25 | $204.1M | $278.4M | ||
| Q3 25 | $171.9M | $269.5M | ||
| Q2 25 | $131.9M | $267.2M | ||
| Q1 25 | $140.1M | $170.7M | ||
| Q4 24 | $215.2M | $167.1M | ||
| Q3 24 | $183.8M | $220.3M | ||
| Q2 24 | $141.7M | $163.8M |
净利润LCUTRNST
| Q1 26 | — | $88.2M | ||
| Q4 25 | $18.2M | $78.9M | ||
| Q3 25 | $-1.2M | $59.8M | ||
| Q2 25 | $-39.7M | $1.0M | ||
| Q1 25 | $-4.2M | $41.5M | ||
| Q4 24 | $8.9M | $44.7M | ||
| Q3 24 | $344.0K | $72.5M | ||
| Q2 24 | $-18.2M | $38.8M |
毛利率LCUTRNST
| 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LCUTRNST
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 34.8% | ||
| Q3 25 | 3.9% | 27.9% | ||
| Q2 25 | -28.2% | 1.0% | ||
| Q1 25 | 0.8% | 30.4% | ||
| Q4 24 | 7.2% | 29.8% | ||
| Q3 24 | 4.7% | 44.2% | ||
| Q2 24 | 0.8% | 29.6% |
净利率LCUTRNST
| Q1 26 | — | 32.2% | ||
| Q4 25 | 8.9% | 28.4% | ||
| Q3 25 | -0.7% | 22.2% | ||
| Q2 25 | -30.1% | 0.4% | ||
| Q1 25 | -3.0% | 24.3% | ||
| Q4 24 | 4.1% | 26.8% | ||
| Q3 24 | 0.2% | 32.9% | ||
| Q2 24 | -12.8% | 23.7% |
每股收益（稀释后）LCUTRNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | $0.83 | $0.78 | ||
| Q3 25 | $-0.05 | $0.63 | ||
| Q2 25 | $-1.83 | $0.01 | ||
| Q1 25 | $-0.19 | $0.65 | ||
| Q4 24 | $0.41 | $0.70 | ||
| Q3 24 | $0.02 | $1.18 | ||
| Q2 24 | $-0.85 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | $135.0M | $806.2M |
| 股东权益账面价值 | $202.3M | $3.9B |
| 总资产 | $572.6M | $27.1B |
| 负债/权益比越低杠杆越低 | 0.67× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资LCUTRNST
| Q1 26 | — | $1.2B | ||
| Q4 25 | $4.3M | $1.1B | ||
| Q3 25 | $12.1M | $1.1B | ||
| Q2 25 | $12.0M | $1.4B | ||
| Q1 25 | $10.4M | $1.1B | ||
| Q4 24 | $2.9M | $1.1B | ||
| Q3 24 | $6.0M | $1.3B | ||
| Q2 24 | $3.4M | $851.9M |
总债务LCUTRNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | $135.0M | $499.8M | ||
| Q3 25 | — | $558.9M | ||
| Q2 25 | — | $557.0M | ||
| Q1 25 | — | $433.3M | ||
| Q4 24 | $142.5M | $430.6M | ||
| Q3 24 | — | $433.2M | ||
| Q2 24 | — | $428.7M |
股东权益LCUTRNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | $202.3M | $3.9B | ||
| Q3 25 | $184.6M | $3.8B | ||
| Q2 25 | $185.8M | $3.8B | ||
| Q1 25 | $225.7M | $2.7B | ||
| Q4 24 | $229.9M | $2.7B | ||
| Q3 24 | $220.9M | $2.7B | ||
| Q2 24 | $219.8M | $2.4B |
总资产LCUTRNST
| Q1 26 | — | $27.1B | ||
| Q4 25 | $572.6M | $26.8B | ||
| Q3 25 | $581.1M | $26.7B | ||
| Q2 25 | $551.9M | $26.6B | ||
| Q1 25 | $594.6M | $18.3B | ||
| Q4 24 | $634.3M | $18.0B | ||
| Q3 24 | $668.7M | $18.0B | ||
| Q2 24 | $617.0M | $17.5B |
负债/权益比LCUTRNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | 0.67× | 0.13× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | 0.62× | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.18× |
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LCUTRNST
| Q1 26 | — | — | ||
| Q4 25 | $3.7M | $271.5M | ||
| Q3 25 | $-22.2M | $135.5M | ||
| Q2 25 | $9.3M | $-77.3M | ||
| Q1 25 | $16.7M | $106.2M | ||
| Q4 24 | $20.3M | $106.4M | ||
| Q3 24 | $-22.7M | $-1.7M | ||
| Q2 24 | $10.4M | $-49.1M |
自由现金流LCUTRNST
| Q1 26 | — | — | ||
| Q4 25 | $2.6M | $237.8M | ||
| Q3 25 | $-22.7M | $120.1M | ||
| Q2 25 | $8.2M | $-87.5M | ||
| Q1 25 | $15.1M | $101.3M | ||
| Q4 24 | $19.7M | $92.8M | ||
| Q3 24 | $-23.2M | $-5.3M | ||
| Q2 24 | $9.9M | $-52.6M |
自由现金流率LCUTRNST
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 85.4% | ||
| Q3 25 | -13.2% | 44.6% | ||
| Q2 25 | 6.2% | -32.7% | ||
| Q1 25 | 10.8% | 59.4% | ||
| Q4 24 | 9.1% | 55.5% | ||
| Q3 24 | -12.6% | -2.4% | ||
| Q2 24 | 7.0% | -32.1% |
资本支出强度LCUTRNST
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 12.1% | ||
| Q3 25 | 0.3% | 5.7% | ||
| Q2 25 | 0.9% | 3.8% | ||
| Q1 25 | 1.1% | 2.8% | ||
| Q4 24 | 0.3% | 8.2% | ||
| Q3 24 | 0.3% | 1.6% | ||
| Q2 24 | 0.4% | 2.1% |
现金转化率LCUTRNST
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | 3.44× | ||
| Q3 25 | — | 2.27× | ||
| Q2 25 | — | -75.92× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | 2.28× | 2.38× | ||
| Q3 24 | -65.89× | -0.02× | ||
| Q2 24 | — | -1.26× |
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
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
