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NOODLES & Co（NDLS）与Texas Roadhouse, Inc.（TXRH）财务数据对比。点击上方公司名可切换其他公司
Texas Roadhouse, Inc.的季度营收约是NOODLES & Co的12.1倍（$1.5B vs $122.1M），Texas Roadhouse, Inc.净利率更高（5.8% vs -7.5%，领先13.3%），Texas Roadhouse, Inc.同比增速更快（3.1% vs -4.1%），过去两年Texas Roadhouse, Inc.的营收复合增速更高（12.8% vs -1.2%）
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。
Texas Roadhouse是美国知名牛排连锁餐厅，主打德克萨斯及美国西南部风味餐食，核心产品为各类牛排。品牌总部位于肯塔基州路易斯维尔，旗下还运营另外两个餐饮品牌。截至2025年8月，品牌在美国49个州拥有约800家门店，同时在11个国家开设了70家海外门店。
NDLS vs TXRH — 直观对比
营收规模更大
TXRH
是对方的12.1倍
$122.1M
营收增速更快
TXRH
高出7.2%
-4.1%
净利率更高
TXRH
高出13.3%
-7.5%
两年增速更快
TXRH
近两年复合增速
-1.2%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $122.1M | $1.5B |
| 净利润 | $-9.2M | $86.7M |
| 毛利率 | — | — |
| 营业利润率 | -5.2% | 6.5% |
| 净利率 | -7.5% | 5.8% |
| 营收同比 | -4.1% | 3.1% |
| 净利润同比 | 32.8% | -26.9% |
| 每股收益（稀释后） | $-0.20 | $1.29 |
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NDLSTXRH
| Q4 25 | — | $1.5B | ||
| Q3 25 | $122.1M | $1.4B | ||
| Q2 25 | $123.8M | $1.4B | ||
| Q4 24 | $122.8M | $1.4B | ||
| Q3 24 | $127.4M | $1.3B | ||
| Q2 24 | $121.4M | $1.3B | ||
| Q1 24 | $124.3M | $1.3B | ||
| Q4 23 | $127.9M | $1.2B |
净利润NDLSTXRH
| Q4 25 | — | $86.7M | ||
| Q3 25 | $-9.2M | $84.9M | ||
| Q2 25 | $-9.1M | $116.1M | ||
| Q4 24 | $-6.8M | $118.5M | ||
| Q3 24 | $-13.6M | $86.8M | ||
| Q2 24 | $-6.1M | $123.1M | ||
| Q1 24 | $-6.1M | $116.0M | ||
| Q4 23 | $700.0K | $75.0M |
营业利润率NDLSTXRH
| Q4 25 | — | 6.5% | ||
| Q3 25 | -5.2% | 6.7% | ||
| Q2 25 | -5.2% | 9.3% | ||
| Q4 24 | -3.9% | 9.6% | ||
| Q3 24 | -9.0% | 8.0% | ||
| Q2 24 | -3.4% | 10.6% | ||
| Q1 24 | -3.7% | 10.1% | ||
| Q4 23 | 1.6% | 7.2% |
净利率NDLSTXRH
| Q4 25 | — | 5.8% | ||
| Q3 25 | -7.5% | 5.9% | ||
| Q2 25 | -7.3% | 8.0% | ||
| Q4 24 | -5.5% | 8.2% | ||
| Q3 24 | -10.7% | 6.8% | ||
| Q2 24 | -5.1% | 9.2% | ||
| Q1 24 | -4.9% | 8.8% | ||
| Q4 23 | 0.5% | 6.4% |
每股收益（稀释后）NDLSTXRH
| Q4 25 | — | $1.29 | ||
| Q3 25 | $-0.20 | $1.25 | ||
| Q2 25 | $-0.20 | $1.70 | ||
| Q4 24 | $-0.15 | $1.73 | ||
| Q3 24 | $-0.30 | $1.26 | ||
| Q2 24 | $-0.14 | $1.79 | ||
| Q1 24 | $-1.64 | $1.69 | ||
| Q4 23 | $0.02 | $1.09 |
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 | $4.7M | $134.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-38.9M | $1.5B |
| 总资产 | $280.6M | $3.5B |
| 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NDLSTXRH
| Q4 25 | — | $134.7M | ||
| Q3 25 | $4.7M | $108.2M | ||
| Q2 25 | $1.4M | $221.1M | ||
| Q4 24 | $3.3M | $245.2M | ||
| Q3 24 | $1.8M | $189.2M | ||
| Q2 24 | $1.3M | $197.5M | ||
| Q1 24 | $3.0M | $213.4M | ||
| Q4 23 | $2.5M | $104.2M |
股东权益NDLSTXRH
| Q4 25 | — | $1.5B | ||
| Q3 25 | $-38.9M | $1.5B | ||
| Q2 25 | $-13.9M | $1.4B | ||
| Q4 24 | $3.7M | $1.4B | ||
| Q3 24 | $9.6M | $1.3B | ||
| Q2 24 | $21.9M | $1.3B | ||
| Q1 24 | $27.2M | $1.2B | ||
| Q4 23 | $32.5M | $1.1B |
总资产NDLSTXRH
| Q4 25 | — | $3.5B | ||
| Q3 25 | $280.6M | $3.3B | ||
| Q2 25 | $319.4M | $3.2B | ||
| Q4 24 | $340.5M | $3.2B | ||
| Q3 24 | $346.3M | $2.9B | ||
| Q2 24 | $360.4M | $2.9B | ||
| Q1 24 | $368.1M | $2.8B | ||
| Q4 23 | $368.8M | $2.8B |
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 | $4.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.8M | — |
| 自由现金流率自由现金流/营收 | -2.3% | — |
| 资本支出强度资本支出/营收 | 5.8% | — |
| 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 | $-7.5M | — |
8季度趋势，按日历期对齐
经营现金流NDLSTXRH
| Q4 25 | — | — | ||
| Q3 25 | $4.3M | $143.6M | ||
| Q2 25 | $4.0M | $237.7M | ||
| Q4 24 | $5.8M | $237.5M | ||
| Q3 24 | $4.7M | $138.7M | ||
| Q2 24 | $7.0M | $133.9M | ||
| Q1 24 | $164.0K | $243.4M | ||
| Q4 23 | $16.9M | $174.2M |
自由现金流NDLSTXRH
| Q4 25 | — | — | ||
| Q3 25 | $-2.8M | $14.7M | ||
| Q2 25 | $1.1M | $160.4M | ||
| Q4 24 | $-1.3M | $129.7M | ||
| Q3 24 | $-4.5M | $47.7M | ||
| Q2 24 | $-1.6M | $56.1M | ||
| Q1 24 | $-15.2M | $165.8M | ||
| Q4 23 | $4.1M | $71.1M |
自由现金流率NDLSTXRH
| Q4 25 | — | — | ||
| Q3 25 | -2.3% | 1.0% | ||
| Q2 25 | 0.9% | 11.1% | ||
| Q4 24 | -1.1% | 9.0% | ||
| Q3 24 | -3.5% | 3.7% | ||
| Q2 24 | -1.4% | 4.2% | ||
| Q1 24 | -12.2% | 12.5% | ||
| Q4 23 | 3.2% | 6.1% |
资本支出强度NDLSTXRH
| Q4 25 | — | — | ||
| Q3 25 | 5.8% | 9.0% | ||
| Q2 25 | 2.4% | 5.3% | ||
| Q4 24 | 5.8% | 7.5% | ||
| Q3 24 | 7.2% | 7.2% | ||
| Q2 24 | 7.1% | 5.8% | ||
| Q1 24 | 12.3% | 5.9% | ||
| Q4 23 | 10.0% | 8.9% |
现金转化率NDLSTXRH
| Q4 25 | — | — | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | — | 2.05× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | — | 1.09× | ||
| Q1 24 | — | 2.10× | ||
| Q4 23 | 24.21× | 2.32× |
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
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
TXRH
| Food And Beverage | $1.5B | 99% |
| Texas Roadhouse Segment | $21.2M | 1% |
| Franchise | $8.2M | 1% |
| Franchise Royalty | $7.4M | 0% |
| Bubba S33Segment | $2.3M | 0% |
