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Bloomin' Brands, Inc.(BLMN)とBroadridge Financial Solutions(BR)の財務データ比較。上の社名をクリックして会社を切り替えられます
Broadridge Financial Solutionsの直近四半期売上が大きい($1.7B vs $975.2M、Bloomin' Brands, Inc.の約1.8倍)。Broadridge Financial Solutionsの純利益率が高く(16.6% vs -1.4%、差は18.0%)。Bloomin' Brands, Inc.の前年同期比売上増加率が高い(0.3% vs -5.4%)。過去8四半期でBroadridge Financial Solutionsの売上複合成長率が高い(10.4% vs -4.5%)
Bloomin' Brands, Inc.はアメリカの外食持株会社です。1988年に設立され、本社はフロリダ州タンパに置かれています。複数のアメリカンカジュアルダイニングのチェーンブランドを傘下に収め、北米のカジュアル外食業界で規模のある企業です。
Broadridge Financial Solutions, Inc.はニューヨーク州レイクサクセスに本社を置く上場企業向けサービス・金融テクノロジー企業です。2007年にADPから分社して設立され、金融業界の顧客に対して株主委任状や年次報告書などの金融文書、バーチャル株主総会などの株主コミュニケーションソリューションを提供しています。
BLMN vs BR — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $975.2M | $1.7B |
| 純利益 | $-13.5M | $284.6M |
| 粗利率 | 70.2% | 27.6% |
| 営業利益率 | -1.4% | 12.0% |
| 純利益率 | -1.4% | 16.6% |
| 売上前年比 | 0.3% | -5.4% |
| 純利益前年比 | 83.0% | 17.1% |
| EPS(希薄化後) | $-0.16 | $2.42 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $975.2M | $1.7B | ||
| Q3 25 | $928.8M | — | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $972.0M | $1.6B | ||
| Q3 24 | $910.0M | $1.4B | ||
| Q2 24 | $999.4M | $1.9B | ||
| Q1 24 | $1.1B | $1.7B |
| Q4 25 | $-13.5M | $284.6M | ||
| Q3 25 | $-45.9M | — | ||
| Q2 25 | $25.4M | $374.2M | ||
| Q1 25 | $42.2M | $243.1M | ||
| Q4 24 | $-79.5M | $142.4M | ||
| Q3 24 | $6.9M | $79.8M | ||
| Q2 24 | $28.4M | $323.2M | ||
| Q1 24 | $-83.9M | $213.7M |
| Q4 25 | 70.2% | 27.6% | ||
| Q3 25 | 70.4% | — | ||
| Q2 25 | 70.2% | 37.3% | ||
| Q1 25 | 70.1% | 31.8% | ||
| Q4 24 | 71.6% | 27.9% | ||
| Q3 24 | 71.3% | 24.5% | ||
| Q2 24 | 70.5% | 35.5% | ||
| Q1 24 | 70.5% | 31.2% |
| Q4 25 | -1.4% | 12.0% | ||
| Q3 25 | -3.9% | — | ||
| Q2 25 | 3.0% | 24.1% | ||
| Q1 25 | 5.5% | 19.0% | ||
| Q4 24 | 1.7% | 13.3% | ||
| Q3 24 | 0.9% | 9.4% | ||
| Q2 24 | 4.4% | 22.7% | ||
| Q1 24 | 6.6% | 17.5% |
| Q4 25 | -1.4% | 16.6% | ||
| Q3 25 | -4.9% | — | ||
| Q2 25 | 2.5% | 18.1% | ||
| Q1 25 | 4.0% | 13.4% | ||
| Q4 24 | -8.2% | 9.0% | ||
| Q3 24 | 0.8% | 5.6% | ||
| Q2 24 | 2.8% | 16.6% | ||
| Q1 24 | -7.8% | 12.4% |
| Q4 25 | $-0.16 | $2.42 | ||
| Q3 25 | $-0.54 | — | ||
| Q2 25 | $0.30 | $3.17 | ||
| Q1 25 | $0.50 | $2.05 | ||
| Q4 24 | $-0.93 | $1.20 | ||
| Q3 24 | $0.08 | $0.68 | ||
| Q2 24 | $0.32 | $2.72 | ||
| Q1 24 | $-0.96 | $1.79 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $59.5M | $371.5M |
| 総負債低いほど良い | $787.4M | $3.2B |
| 株主資本純資産 | $333.6M | $2.9B |
| 総資産 | $3.2B | $8.6B |
| 負債/資本比率低いほどレバレッジが低い | 2.36× | 1.10× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.5M | $371.5M | ||
| Q3 25 | $66.5M | — | ||
| Q2 25 | $50.3M | $562.2M | ||
| Q1 25 | $57.7M | $317.9M | ||
| Q4 24 | $70.1M | $290.6M | ||
| Q3 24 | $83.6M | $293.5M | ||
| Q2 24 | $117.9M | $305.2M | ||
| Q1 24 | $131.7M | $236.4M |
| Q4 25 | $787.4M | $3.2B | ||
| Q3 25 | $962.2M | — | ||
| Q2 25 | $917.1M | $3.3B | ||
| Q1 25 | $917.6M | $3.4B | ||
| Q4 24 | $1.0B | $3.7B | ||
| Q3 24 | $1.1B | $3.6B | ||
| Q2 24 | $1.0B | $3.4B | ||
| Q1 24 | $951.8M | $3.5B |
| Q4 25 | $333.6M | $2.9B | ||
| Q3 25 | $344.1M | — | ||
| Q2 25 | $397.2M | $2.7B | ||
| Q1 25 | $380.6M | $2.4B | ||
| Q4 24 | $135.5M | $2.2B | ||
| Q3 24 | $242.1M | $2.2B | ||
| Q2 24 | $286.8M | $2.2B | ||
| Q1 24 | $302.7M | $2.3B |
| Q4 25 | $3.2B | $8.6B | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.3B | $8.5B | ||
| Q1 25 | $3.3B | $8.3B | ||
| Q4 24 | $3.4B | $8.2B | ||
| Q3 24 | $3.4B | $8.0B | ||
| Q2 24 | $3.4B | $8.2B | ||
| Q1 24 | $3.4B | $8.2B |
| Q4 25 | 2.36× | 1.10× | ||
| Q3 25 | 2.80× | — | ||
| Q2 25 | 2.31× | 1.22× | ||
| Q1 25 | 2.41× | 1.44× | ||
| Q4 24 | 7.58× | 1.64× | ||
| Q3 24 | 4.51× | 1.63× | ||
| Q2 24 | 3.49× | 1.55× | ||
| Q1 24 | 3.14× | 1.55× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $119.1M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $63.7M | — |
| FCFマージンFCF / 売上 | 6.5% | — |
| 設備投資強度設備投資 / 売上 | 5.7% | — |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | $96.8M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $119.1M | — | ||
| Q3 25 | $34.4M | — | ||
| Q2 25 | $49.7M | $699.7M | ||
| Q1 25 | $73.5M | $360.4M | ||
| Q4 24 | $119.8M | $236.7M | ||
| Q3 24 | $-7.8M | $-125.5M | ||
| Q2 24 | $42.4M | $721.0M | ||
| Q1 24 | $73.8M | $207.4M |
| Q4 25 | $63.7M | — | ||
| Q3 25 | $-5.7M | — | ||
| Q2 25 | $11.1M | $684.1M | ||
| Q1 25 | $27.7M | $348.9M | ||
| Q4 24 | $66.7M | $227.9M | ||
| Q3 24 | $-67.3M | $-133.4M | ||
| Q2 24 | $-12.1M | $703.2M | ||
| Q1 24 | $20.0M | $184.6M |
| Q4 25 | 6.5% | — | ||
| Q3 25 | -0.6% | — | ||
| Q2 25 | 1.1% | 33.1% | ||
| Q1 25 | 2.6% | 19.3% | ||
| Q4 24 | 6.9% | 14.3% | ||
| Q3 24 | -7.4% | -9.4% | ||
| Q2 24 | -1.2% | 36.2% | ||
| Q1 24 | 1.9% | 10.7% |
| Q4 25 | 5.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.8% | 0.8% | ||
| Q1 25 | 4.4% | 0.6% | ||
| Q4 24 | 5.5% | 0.6% | ||
| Q3 24 | 6.5% | 0.6% | ||
| Q2 24 | 5.5% | 0.9% | ||
| Q1 24 | 5.0% | 1.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.95× | 1.87× | ||
| Q1 25 | 1.74× | 1.48× | ||
| Q4 24 | — | 1.66× | ||
| Q3 24 | -1.13× | -1.57× | ||
| Q2 24 | 1.49× | 2.23× | ||
| Q1 24 | — | 0.97× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BLMN
| Food And Beverage | $958.0M | 98% |
| Franchiseand Other Revenue | $17.2M | 2% |
| International Franchise Segment | $7.8M | 1% |
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |