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思佳讯（SWKS）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.的季度营收约是思佳讯的1.4倍（$1.5B vs $1.0B），思佳讯净利率更高（7.6% vs 5.8%，领先1.8%），思佳讯同比增速更快（8.6% vs 3.1%），过去两年Texas Roadhouse, Inc.的营收复合增速更高（12.8% vs -0.5%）
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
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。
SWKS vs TXRH — 直观对比
营收规模更大
TXRH
是对方的1.4倍
$1.0B
营收增速更快
SWKS
高出5.6%
3.1%
净利率更高
SWKS
高出1.8%
5.8%
两年增速更快
TXRH
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.5B |
| 净利润 | $79.2M | $86.7M |
| 毛利率 | 41.3% | — |
| 营业利润率 | 10.0% | 6.5% |
| 净利率 | 7.6% | 5.8% |
| 营收同比 | 8.6% | 3.1% |
| 净利润同比 | 15.3% | -26.9% |
| 每股收益（稀释后） | $0.53 | $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SWKSTXRH
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $965.0M | $1.4B | ||
| Q1 25 | $953.2M | — | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $905.5M | $1.3B |
净利润SWKSTXRH
| Q1 26 | $79.2M | — | ||
| Q4 25 | $141.4M | $86.7M | ||
| Q3 25 | — | $84.9M | ||
| Q2 25 | $105.0M | $116.1M | ||
| Q1 25 | $68.7M | — | ||
| Q4 24 | $162.0M | $118.5M | ||
| Q3 24 | $60.5M | $86.8M | ||
| Q2 24 | $120.9M | $123.1M |
毛利率SWKSTXRH
| Q1 26 | 41.3% | — | ||
| Q4 25 | 40.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 41.6% | — | ||
| Q1 25 | 41.1% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 41.9% | — | ||
| Q2 24 | 40.2% | — |
营业利润率SWKSTXRH
| Q1 26 | 10.0% | — | ||
| Q4 25 | 10.1% | 6.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | 11.5% | 9.3% | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 16.9% | 9.6% | ||
| Q3 24 | 5.8% | 8.0% | ||
| Q2 24 | 14.4% | 10.6% |
净利率SWKSTXRH
| Q1 26 | 7.6% | — | ||
| Q4 25 | 12.9% | 5.8% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | 10.9% | 8.0% | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 15.2% | 8.2% | ||
| Q3 24 | 5.9% | 6.8% | ||
| Q2 24 | 13.4% | 9.2% |
每股收益（稀释后）SWKSTXRH
| Q1 26 | $0.53 | — | ||
| Q4 25 | $0.95 | $1.29 | ||
| Q3 25 | — | $1.25 | ||
| Q2 25 | $0.70 | $1.70 | ||
| Q1 25 | $0.43 | — | ||
| Q4 24 | $1.00 | $1.73 | ||
| Q3 24 | $0.36 | $1.26 | ||
| Q2 24 | $0.75 | $1.79 |
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 | $1.6B | $134.7M |
| 总债务越低越好 | $496.6M | — |
| 股东权益账面价值 | $5.8B | $1.5B |
| 总资产 | $7.9B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资SWKSTXRH
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.4B | $134.7M | ||
| Q3 25 | — | $108.2M | ||
| Q2 25 | $1.3B | $221.1M | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.7B | $245.2M | ||
| Q3 24 | $1.6B | $189.2M | ||
| Q2 24 | $1.3B | $197.5M |
总债务SWKSTXRH
| Q1 26 | $496.6M | — | ||
| Q4 25 | $496.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $496.2M | — | ||
| Q1 25 | $995.1M | — | ||
| Q4 24 | $994.7M | — | ||
| Q3 24 | $994.3M | — | ||
| Q2 24 | $994.0M | — |
股东权益SWKSTXRH
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.8B | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $5.7B | $1.4B | ||
| Q1 25 | $5.9B | — | ||
| Q4 24 | $6.4B | $1.4B | ||
| Q3 24 | $6.3B | $1.3B | ||
| Q2 24 | $6.3B | $1.3B |
总资产SWKSTXRH
| Q1 26 | $7.9B | — | ||
| Q4 25 | $7.9B | $3.5B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | $7.7B | $3.2B | ||
| Q1 25 | $7.9B | — | ||
| Q4 24 | $8.3B | $3.2B | ||
| Q3 24 | $8.3B | $2.9B | ||
| Q2 24 | $8.2B | $2.9B |
负债/权益比SWKSTXRH
| Q1 26 | 0.09× | — | ||
| Q4 25 | 0.09× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.16× | — | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.16× | — |
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 | $395.5M | — |
| 自由现金流经营现金流 - 资本支出 | $339.0M | — |
| 自由现金流率自由现金流/营收 | 32.7% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 4.99× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流SWKSTXRH
| Q1 26 | $395.5M | — | ||
| Q4 25 | $200.0M | — | ||
| Q3 25 | — | $143.6M | ||
| Q2 25 | $314.2M | $237.7M | ||
| Q1 25 | $409.4M | — | ||
| Q4 24 | $377.2M | $237.5M | ||
| Q3 24 | $476.1M | $138.7M | ||
| Q2 24 | $273.4M | $133.9M |
自由现金流SWKSTXRH
| Q1 26 | $339.0M | — | ||
| Q4 25 | $144.0M | — | ||
| Q3 25 | — | $14.7M | ||
| Q2 25 | $252.7M | $160.4M | ||
| Q1 25 | $370.9M | — | ||
| Q4 24 | $338.2M | $129.7M | ||
| Q3 24 | $393.3M | $47.7M | ||
| Q2 24 | $249.0M | $56.1M |
自由现金流率SWKSTXRH
| Q1 26 | 32.7% | — | ||
| Q4 25 | 13.1% | — | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | 26.2% | 11.1% | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 31.7% | 9.0% | ||
| Q3 24 | 38.4% | 3.7% | ||
| Q2 24 | 27.5% | 4.2% |
资本支出强度SWKSTXRH
| Q1 26 | 5.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | 6.4% | 5.3% | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 3.6% | 7.5% | ||
| Q3 24 | 8.1% | 7.2% | ||
| Q2 24 | 2.7% | 5.8% |
现金转化率SWKSTXRH
| Q1 26 | 4.99× | — | ||
| Q4 25 | 1.41× | — | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | 2.99× | 2.05× | ||
| Q1 25 | 5.96× | — | ||
| Q4 24 | 2.33× | 2.00× | ||
| Q3 24 | 7.87× | 1.60× | ||
| Q2 24 | 2.26× | 1.09× |
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
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
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% |
