vs
El Pollo Loco Holdings, Inc.（LOCO）与NOODLES & Co（NDLS）财务数据对比。点击上方公司名可切换其他公司
El Pollo Loco Holdings, Inc.的季度营收约是NOODLES & Co的1.0倍（$123.5M vs $122.1M），El Pollo Loco Holdings, Inc.净利率更高（5.3% vs -7.5%，领先12.8%），El Pollo Loco Holdings, Inc.同比增速更快（8.1% vs -4.1%），El Pollo Loco Holdings, Inc.自由现金流更多（$5.1M vs $-2.8M），过去两年El Pollo Loco Holdings, Inc.的营收复合增速更高（3.1% vs -1.2%）
El Pollo Loco Holdings, Inc.是总部设在美国加利福尼亚州科斯塔梅萨的连锁餐饮品牌，主打墨西哥风味烤鸡肉产品，目前在美国西南部地区经营着约500家自营与加盟门店，多数门店提供堂食和外带服务，部分门店还开设了得来购驾车取餐通道。
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
LOCO vs NDLS — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $123.5M | $122.1M |
| 净利润 | $6.5M | $-9.2M |
| 毛利率 | — | — |
| 营业利润率 | 8.3% | -5.2% |
| 净利率 | 5.3% | -7.5% |
| 营收同比 | 8.1% | -4.1% |
| 净利润同比 | 9.9% | 32.8% |
| 每股收益（稀释后） | $0.22 | $-0.20 |
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
| Q4 25 | $123.5M | — | ||
| Q3 25 | $121.5M | $122.1M | ||
| Q2 25 | $125.8M | $123.8M | ||
| Q1 25 | $119.2M | — | ||
| Q4 24 | $114.3M | $122.8M | ||
| Q3 24 | $120.4M | $127.4M | ||
| Q2 24 | $122.2M | $121.4M | ||
| Q1 24 | $116.2M | $124.3M |
| Q4 25 | $6.5M | — | ||
| Q3 25 | $7.4M | $-9.2M | ||
| Q2 25 | $7.1M | $-9.1M | ||
| Q1 25 | $5.5M | — | ||
| Q4 24 | $6.0M | $-6.8M | ||
| Q3 24 | $6.2M | $-13.6M | ||
| Q2 24 | $7.6M | $-6.1M | ||
| Q1 24 | $5.9M | $-6.1M |
| Q4 25 | 8.3% | — | ||
| Q3 25 | 9.4% | -5.2% | ||
| Q2 25 | 9.0% | -5.2% | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 7.9% | -3.9% | ||
| Q3 24 | 8.4% | -9.0% | ||
| Q2 24 | 10.1% | -3.4% | ||
| Q1 24 | 8.3% | -3.7% |
| Q4 25 | 5.3% | — | ||
| Q3 25 | 6.1% | -7.5% | ||
| Q2 25 | 5.6% | -7.3% | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 5.2% | -5.5% | ||
| Q3 24 | 5.1% | -10.7% | ||
| Q2 24 | 6.2% | -5.1% | ||
| Q1 24 | 5.1% | -4.9% |
| Q4 25 | $0.22 | — | ||
| Q3 25 | $0.25 | $-0.20 | ||
| Q2 25 | $0.24 | $-0.20 | ||
| Q1 25 | $0.19 | — | ||
| Q4 24 | $0.21 | $-0.15 | ||
| Q3 24 | $0.21 | $-0.30 | ||
| Q2 24 | $0.25 | $-0.14 | ||
| Q1 24 | $0.19 | $-1.64 |
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 | $6.2M | $4.7M |
| 总债务越低越好 | $51.0M | — |
| 股东权益账面价值 | $291.1M | $-38.9M |
| 总资产 | $606.6M | $280.6M |
| 负债/权益比越低杠杆越低 | 0.18× | — |
8季度趋势，按日历期对齐
| Q4 25 | $6.2M | — | ||
| Q3 25 | $10.9M | $4.7M | ||
| Q2 25 | $9.0M | $1.4M | ||
| Q1 25 | $4.3M | — | ||
| Q4 24 | $2.5M | $3.3M | ||
| Q3 24 | $7.9M | $1.8M | ||
| Q2 24 | $10.5M | $1.3M | ||
| Q1 24 | $9.1M | $3.0M |
| Q4 25 | $51.0M | — | ||
| Q3 25 | $61.0M | — | ||
| Q2 25 | $69.0M | — | ||
| Q1 25 | $73.0M | — | ||
| Q4 24 | $71.0M | — | ||
| Q3 24 | $76.0M | — | ||
| Q2 24 | $87.0M | — | ||
| Q1 24 | $80.0M | — |
| Q4 25 | $291.1M | — | ||
| Q3 25 | $282.9M | $-38.9M | ||
| Q2 25 | $274.2M | $-13.9M | ||
| Q1 25 | $265.7M | — | ||
| Q4 24 | $260.7M | $3.7M | ||
| Q3 24 | $255.2M | $9.6M | ||
| Q2 24 | $248.6M | $21.9M | ||
| Q1 24 | $256.3M | $27.2M |
| Q4 25 | $606.6M | — | ||
| Q3 25 | $602.7M | $280.6M | ||
| Q2 25 | $596.8M | $319.4M | ||
| Q1 25 | $590.5M | — | ||
| Q4 24 | $592.0M | $340.5M | ||
| Q3 24 | $590.0M | $346.3M | ||
| Q2 24 | $593.8M | $360.4M | ||
| Q1 24 | $598.0M | $368.1M |
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.31× | — |
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 | $13.9M | $4.3M |
| 自由现金流经营现金流 - 资本支出 | $5.1M | $-2.8M |
| 自由现金流率自由现金流/营收 | 4.1% | -2.3% |
| 资本支出强度资本支出/营收 | 7.1% | 5.8% |
| 现金转化率经营现金流/净利润 | 2.13× | — |
| 过去12个月自由现金流最近4个季度 | $25.4M | $-7.5M |
8季度趋势，按日历期对齐
| Q4 25 | $13.9M | — | ||
| Q3 25 | $15.3M | $4.3M | ||
| Q2 25 | $14.1M | $4.0M | ||
| Q1 25 | $4.7M | — | ||
| Q4 24 | $5.6M | $5.8M | ||
| Q3 24 | $13.0M | $4.7M | ||
| Q2 24 | $17.0M | $7.0M | ||
| Q1 24 | $11.2M | $164.0K |
| Q4 25 | $5.1M | — | ||
| Q3 25 | $9.9M | $-2.8M | ||
| Q2 25 | $9.1M | $1.1M | ||
| Q1 25 | $1.3M | — | ||
| Q4 24 | $1.1M | $-1.3M | ||
| Q3 24 | $9.1M | $-4.5M | ||
| Q2 24 | $10.4M | $-1.6M | ||
| Q1 24 | $7.0M | $-15.2M |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 8.2% | -2.3% | ||
| Q2 25 | 7.2% | 0.9% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.0% | -1.1% | ||
| Q3 24 | 7.6% | -3.5% | ||
| Q2 24 | 8.5% | -1.4% | ||
| Q1 24 | 6.0% | -12.2% |
| Q4 25 | 7.1% | — | ||
| Q3 25 | 4.4% | 5.8% | ||
| Q2 25 | 4.0% | 2.4% | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 3.9% | 5.8% | ||
| Q3 24 | 3.2% | 7.2% | ||
| Q2 24 | 5.3% | 7.1% | ||
| Q1 24 | 3.6% | 12.3% |
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.08× | — | ||
| Q2 25 | 1.99× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 0.95× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 2.22× | — | ||
| Q1 24 | 1.89× | — |
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
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
