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红罗宾美食汉堡(RRGB)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是红罗宾美食汉堡的1.3倍($362.7M vs $283.7M),红罗宾美食汉堡净利率更高(1.4% vs -10.7%,领先12.1%),红罗宾美食汉堡自由现金流更多($3.4M vs $-193.1M),过去两年世纪互联的营收复合增速更高(17.4% vs -15.3%)
红罗宾美食汉堡公司是总部位于美国的休闲餐饮连锁品牌,主打多款风味丰富的精品汉堡,同时供应开胃小食、招牌奶昔、沙拉、三明治等餐品,在全美多州开设门店,提供堂食、外带服务,主打适合全年龄段的家庭友好消费场景。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
RRGB vs VNET — 直观对比
营收规模更大
VNET
是对方的1.3倍
$283.7M
净利率更高
RRGB
高出12.1%
-10.7%
自由现金流更多
RRGB
多$196.5M
$-193.1M
两年增速更快
VNET
近两年复合增速
-15.3%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $283.7M | $362.7M |
| 净利润 | $4.0M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | 3.5% | 0.5% |
| 净利率 | 1.4% | -10.7% |
| 营收同比 | -5.5% | — |
| 净利润同比 | 142.1% | — |
| 每股收益(稀释后) | $0.21 | — |
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
RRGB
VNET
| Q3 25 | $283.7M | $362.7M | ||
| Q2 25 | $392.4M | — | ||
| Q1 25 | — | $309.5M | ||
| Q3 24 | $300.2M | $302.2M | ||
| Q2 24 | $388.5M | $274.4M | ||
| Q1 24 | — | $262.9M | ||
| Q3 23 | $298.6M | $258.6M | ||
| Q2 23 | $417.8M | $251.2M |
净利润
RRGB
VNET
| Q3 25 | $4.0M | $-38.7M | ||
| Q2 25 | $1.2M | — | ||
| Q1 25 | — | $-2.4M | ||
| Q3 24 | $-9.5M | $-2.1M | ||
| Q2 24 | $-9.5M | $-1.1M | ||
| Q1 24 | — | $-22.0M | ||
| Q3 23 | $3.9M | $-5.5M | ||
| Q2 23 | $-3.3M | — |
毛利率
RRGB
VNET
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 21.6% | ||
| Q3 23 | — | 16.2% | ||
| Q2 23 | — | 18.8% |
营业利润率
RRGB
VNET
| Q3 25 | 3.5% | 0.5% | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | — | 0.1% | ||
| Q3 24 | -1.5% | 24.5% | ||
| Q2 24 | -0.5% | 0.2% | ||
| Q1 24 | — | 0.2% | ||
| Q3 23 | 3.4% | 1.7% | ||
| Q2 23 | 1.0% | 5.1% |
净利率
RRGB
VNET
| Q3 25 | 1.4% | -10.7% | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | — | -0.8% | ||
| Q3 24 | -3.2% | -0.7% | ||
| Q2 24 | -2.4% | -0.4% | ||
| Q1 24 | — | -8.4% | ||
| Q3 23 | 1.3% | -2.1% | ||
| Q2 23 | -0.8% | — |
每股收益(稀释后)
RRGB
VNET
| Q3 25 | $0.21 | — | ||
| Q2 25 | $0.07 | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $-0.61 | — | ||
| Q2 24 | $-0.61 | — | ||
| Q1 24 | — | — | ||
| Q3 23 | $0.24 | — | ||
| Q2 23 | $-0.20 | — |
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 | $24.4M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-78.6M | $890.8M |
| 总资产 | $586.9M | $6.1B |
| 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
RRGB
VNET
| Q3 25 | $24.4M | $492.1M | ||
| Q2 25 | $24.1M | — | ||
| Q1 25 | — | $544.3M | ||
| Q3 24 | $23.1M | $219.5M | ||
| Q2 24 | $30.6M | $247.2M | ||
| Q1 24 | — | $246.9M | ||
| Q3 23 | $44.0M | $370.4M | ||
| Q2 23 | $49.0M | $325.9M |
总债务
RRGB
VNET
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
股东权益
RRGB
VNET
| Q3 25 | $-78.6M | $890.8M | ||
| Q2 25 | $-80.4M | — | ||
| Q1 25 | — | $927.8M | ||
| Q3 24 | $-36.5M | $902.9M | ||
| Q2 24 | $-29.1M | $900.6M | ||
| Q1 24 | — | $895.1M | ||
| Q3 23 | $3.0M | $942.7M | ||
| Q2 23 | $944.0K | $952.6M |
总资产
RRGB
VNET
| Q3 25 | $586.9M | $6.1B | ||
| Q2 25 | $606.2M | — | ||
| Q1 25 | — | $5.4B | ||
| Q3 24 | $689.1M | $4.3B | ||
| Q2 24 | $717.1M | $4.0B | ||
| Q1 24 | — | $3.9B | ||
| Q3 23 | $798.4M | $4.1B | ||
| Q2 23 | $803.9M | $4.0B |
负债/权益比
RRGB
VNET
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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 | $9.9M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | $-193.1M |
| 自由现金流率自由现金流/营收 | 1.2% | -53.2% |
| 资本支出强度资本支出/营收 | 2.3% | 84.6% |
| 现金转化率经营现金流/净利润 | 2.49× | — |
| 过去12个月自由现金流最近4个季度 | $11.4M | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
RRGB
VNET
| Q3 25 | $9.9M | $113.8M | ||
| Q2 25 | $19.6M | — | ||
| Q1 25 | — | $27.0M | ||
| Q3 24 | $512.0K | $108.3M | ||
| Q2 24 | $13.7M | $55.8M | ||
| Q1 24 | — | $37.1M | ||
| Q3 23 | $883.0K | $62.3M | ||
| Q2 23 | $17.3M | $58.4M |
自由现金流
RRGB
VNET
| Q3 25 | $3.4M | $-193.1M | ||
| Q2 25 | $7.6M | — | ||
| Q1 25 | — | $-220.0M | ||
| Q3 24 | $-5.1M | $-95.0M | ||
| Q2 24 | $5.5M | $-81.6M | ||
| Q1 24 | — | $-102.2M | ||
| Q3 23 | $-8.8M | $-67.5M | ||
| Q2 23 | $1.3M | $4.0M |
自由现金流率
RRGB
VNET
| Q3 25 | 1.2% | -53.2% | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | — | -71.1% | ||
| Q3 24 | -1.7% | -31.4% | ||
| Q2 24 | 1.4% | -29.8% | ||
| Q1 24 | — | -38.9% | ||
| Q3 23 | -3.0% | -26.1% | ||
| Q2 23 | 0.3% | 1.6% |
资本支出强度
RRGB
VNET
| Q3 25 | 2.3% | 84.6% | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | — | 79.8% | ||
| Q3 24 | 1.9% | 67.3% | ||
| Q2 24 | 2.1% | 50.1% | ||
| Q1 24 | — | 53.0% | ||
| Q3 23 | 3.3% | 50.2% | ||
| Q2 23 | 3.8% | 21.7% |
现金转化率
RRGB
VNET
| Q3 25 | 2.49× | — | ||
| Q2 25 | 15.67× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | 0.23× | — | ||
| Q2 23 | — | — |
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
RRGB
| Food And Beverage | $279.3M | 98% |
| Franchise | $3.2M | 1% |
| Products And Services Gift Card | $1.8M | 1% |
| Product And Service Gift Card And Other | $1.2M | 0% |
VNET
暂无分部数据