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Side-by-side financial comparison of Bloomin' Brands, Inc. (BLMN) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $975.2M, roughly 1.3× Bloomin' Brands, Inc.). Bloomin' Brands, Inc. runs the higher net margin — -1.4% vs -35.0%, a 33.6% gap on every dollar of revenue. On growth, Bloomin' Brands, Inc. posted the faster year-over-year revenue change (0.3% vs -0.7%). Bloomin' Brands, Inc. produced more free cash flow last quarter ($63.7M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% CAGR vs -4.5%).
Bloomin' Brands, Inc. is a restaurant holding company that owns several American casual dining restaurant chains. The company was established in 1988 in Tampa, Florida, where it is headquartered.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
BLMN vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $975.2M | $1.2B |
| Net Profit | $-13.5M | $-431.0M |
| Gross Margin | 70.2% | — |
| Operating Margin | -1.4% | — |
| Net Margin | -1.4% | -35.0% |
| Revenue YoY | 0.3% | -0.7% |
| Net Profit YoY | 83.0% | -962.0% |
| EPS (diluted) | $-0.16 | $-12.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $975.2M | $1.2B | ||
| Q3 25 | $928.8M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $972.0M | $1.2B | ||
| Q3 24 | $910.0M | $1.2B | ||
| Q2 24 | $999.4M | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
| Q4 25 | $-13.5M | $-431.0M | ||
| Q3 25 | $-45.9M | $-2.0M | ||
| Q2 25 | $25.4M | $69.0M | ||
| Q1 25 | $42.2M | $56.0M | ||
| Q4 24 | $-79.5M | $50.0M | ||
| Q3 24 | $6.9M | $84.0M | ||
| Q2 24 | $28.4M | $37.0M | ||
| Q1 24 | $-83.9M | $47.0M |
| Q4 25 | 70.2% | — | ||
| Q3 25 | 70.4% | — | ||
| Q2 25 | 70.2% | — | ||
| Q1 25 | 70.1% | — | ||
| Q4 24 | 71.6% | — | ||
| Q3 24 | 71.3% | — | ||
| Q2 24 | 70.5% | — | ||
| Q1 24 | 70.5% | — |
| Q4 25 | -1.4% | — | ||
| Q3 25 | -3.9% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 6.6% | — |
| Q4 25 | -1.4% | -35.0% | ||
| Q3 25 | -4.9% | -0.2% | ||
| Q2 25 | 2.5% | 6.0% | ||
| Q1 25 | 4.0% | 5.0% | ||
| Q4 24 | -8.2% | 4.0% | ||
| Q3 24 | 0.8% | 6.9% | ||
| Q2 24 | 2.8% | 3.5% | ||
| Q1 24 | -7.8% | 4.2% |
| Q4 25 | $-0.16 | $-12.00 | ||
| Q3 25 | $-0.54 | $-0.07 | ||
| Q2 25 | $0.30 | $1.77 | ||
| Q1 25 | $0.50 | $1.46 | ||
| Q4 24 | $-0.93 | $1.29 | ||
| Q3 24 | $0.08 | $2.12 | ||
| Q2 24 | $0.32 | $0.98 | ||
| Q1 24 | $-0.96 | $1.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $59.5M | $406.0M |
| Total DebtLower is stronger | $787.4M | — |
| Stockholders' EquityBook value | $333.6M | $2.0B |
| Total Assets | $3.2B | $9.8B |
| Debt / EquityLower = less leverage | 2.36× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.5M | $406.0M | ||
| Q3 25 | $66.5M | $474.0M | ||
| Q2 25 | $50.3M | $205.0M | ||
| Q1 25 | $57.7M | $196.0M | ||
| Q4 24 | $70.1M | $197.0M | ||
| Q3 24 | $83.6M | $197.0M | ||
| Q2 24 | $117.9M | $206.0M | ||
| Q1 24 | $131.7M | $237.0M |
| Q4 25 | $787.4M | — | ||
| Q3 25 | $962.2M | — | ||
| Q2 25 | $917.1M | — | ||
| Q1 25 | $917.6M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $951.8M | — |
| Q4 25 | $333.6M | $2.0B | ||
| Q3 25 | $344.1M | $2.5B | ||
| Q2 25 | $397.2M | $2.5B | ||
| Q1 25 | $380.6M | $2.4B | ||
| Q4 24 | $135.5M | $2.4B | ||
| Q3 24 | $242.1M | $2.4B | ||
| Q2 24 | $286.8M | $2.4B | ||
| Q1 24 | $302.7M | $2.4B |
| Q4 25 | $3.2B | $9.8B | ||
| Q3 25 | $3.3B | $10.1B | ||
| Q2 25 | $3.3B | $9.9B | ||
| Q1 25 | $3.3B | $9.9B | ||
| Q4 24 | $3.4B | $9.8B | ||
| Q3 24 | $3.4B | $9.7B | ||
| Q2 24 | $3.4B | $9.6B | ||
| Q1 24 | $3.4B | $9.9B |
| Q4 25 | 2.36× | — | ||
| Q3 25 | 2.80× | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | 2.41× | — | ||
| Q4 24 | 7.58× | — | ||
| Q3 24 | 4.51× | — | ||
| Q2 24 | 3.49× | — | ||
| Q1 24 | 3.14× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $119.1M | $6.0M |
| Free Cash FlowOCF − Capex | $63.7M | $-6.0M |
| FCF MarginFCF / Revenue | 6.5% | -0.5% |
| Capex IntensityCapex / Revenue | 5.7% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $96.8M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $119.1M | $6.0M | ||
| Q3 25 | $34.4M | $62.0M | ||
| Q2 25 | $49.7M | $-48.0M | ||
| Q1 25 | $73.5M | $8.0M | ||
| Q4 24 | $119.8M | $100.0M | ||
| Q3 24 | $-7.8M | $72.0M | ||
| Q2 24 | $42.4M | $30.0M | ||
| Q1 24 | $73.8M | $3.0M |
| Q4 25 | $63.7M | $-6.0M | ||
| Q3 25 | $-5.7M | $51.0M | ||
| Q2 25 | $11.1M | $-68.0M | ||
| Q1 25 | $27.7M | $-6.0M | ||
| Q4 24 | $66.7M | $86.0M | ||
| Q3 24 | $-67.3M | $58.0M | ||
| Q2 24 | $-12.1M | $17.0M | ||
| Q1 24 | $20.0M | $-13.0M |
| Q4 25 | 6.5% | -0.5% | ||
| Q3 25 | -0.6% | 4.3% | ||
| Q2 25 | 1.1% | -5.9% | ||
| Q1 25 | 2.6% | -0.5% | ||
| Q4 24 | 6.9% | 6.9% | ||
| Q3 24 | -7.4% | 4.8% | ||
| Q2 24 | -1.2% | 1.6% | ||
| Q1 24 | 1.9% | -1.2% |
| Q4 25 | 5.7% | 1.0% | ||
| Q3 25 | 4.3% | 0.9% | ||
| Q2 25 | 3.8% | 1.7% | ||
| Q1 25 | 4.4% | 1.3% | ||
| Q4 24 | 5.5% | 1.1% | ||
| Q3 24 | 6.5% | 1.1% | ||
| Q2 24 | 5.5% | 1.2% | ||
| Q1 24 | 5.0% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.95× | -0.70× | ||
| Q1 25 | 1.74× | 0.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | -1.13× | 0.86× | ||
| Q2 24 | 1.49× | 0.81× | ||
| Q1 24 | — | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BLMN
| Food And Beverage | $958.0M | 98% |
| Franchiseand Other Revenue | $17.2M | 2% |
| International Franchise Segment | $7.8M | 1% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
