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爱玛客（ARMK）与Bloomin' Brands, Inc.（BLMN）财务数据对比。点击上方公司名可切换其他公司
爱玛客的季度营收约是Bloomin' Brands, Inc.的5.0倍（$4.8B vs $975.2M）。爱玛客净利率更高（2.0% vs -1.4%，领先3.4%）。爱玛客同比增速更快（6.1% vs 0.3%）。Bloomin' Brands, Inc.自由现金流更多（$63.7M vs $-904.4M）。过去两年爱玛客的营收复合增速更高（7.3% vs -4.5%）
爱玛客是美国知名的餐饮服务与设施管理服务商，服务覆盖教育、司法监管、医疗、企业、休闲文旅等多个领域，业务遍布北美地区及英国、德国、智利、爱尔兰、西班牙在内的14个国家，为各场景客户提供专业后勤支持解决方案。
Bloomin' Brands, Inc.是一家餐饮控股集团，1988年成立，总部位于美国佛罗里达州坦帕市，旗下拥有多个美式休闲餐饮连锁品牌，是北美休闲餐饮领域颇具规模的企业之一。
ARMK vs BLMN — 直观对比
营收规模更大
ARMK
是对方的5.0倍
$975.2M
营收增速更快
ARMK
高出5.8%
0.3%
净利率更高
ARMK
高出3.4%
-1.4%
自由现金流更多
BLMN
多$968.0M
$-904.4M
两年增速更快
ARMK
近两年复合增速
-4.5%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.8B | $975.2M |
| 净利润 | $96.2M | $-13.5M |
| 毛利率 | — | 70.2% |
| 营业利润率 | 4.5% | -1.4% |
| 净利率 | 2.0% | -1.4% |
| 营收同比 | 6.1% | 0.3% |
| 净利润同比 | -9.0% | 83.0% |
| 每股收益（稀释后） | $0.36 | $-0.16 |
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ARMKBLMN
| Q1 26 | $4.8B | — | ||
| Q4 25 | $5.0B | $975.2M | ||
| Q3 25 | — | $928.8M | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.3B | $1.0B | ||
| Q4 24 | $4.6B | $972.0M | ||
| Q3 24 | $4.4B | $910.0M | ||
| Q2 24 | $4.4B | $999.4M |
净利润ARMKBLMN
| Q1 26 | $96.2M | — | ||
| Q4 25 | $87.1M | $-13.5M | ||
| Q3 25 | — | $-45.9M | ||
| Q2 25 | $71.8M | $25.4M | ||
| Q1 25 | $61.9M | $42.2M | ||
| Q4 24 | $105.6M | $-79.5M | ||
| Q3 24 | $122.4M | $6.9M | ||
| Q2 24 | $58.1M | $28.4M |
毛利率ARMKBLMN
| Q1 26 | — | — | ||
| 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% |
营业利润率ARMKBLMN
| Q1 26 | 4.5% | — | ||
| Q4 25 | 4.3% | -1.4% | ||
| Q3 25 | — | -3.9% | ||
| Q2 25 | 3.9% | 3.0% | ||
| Q1 25 | 4.1% | 5.5% | ||
| Q4 24 | 4.8% | 1.7% | ||
| Q3 24 | 5.0% | 0.9% | ||
| Q2 24 | 3.7% | 4.4% |
净利率ARMKBLMN
| Q1 26 | 2.0% | — | ||
| Q4 25 | 1.7% | -1.4% | ||
| Q3 25 | — | -4.9% | ||
| Q2 25 | 1.6% | 2.5% | ||
| Q1 25 | 1.4% | 4.0% | ||
| Q4 24 | 2.3% | -8.2% | ||
| Q3 24 | 2.8% | 0.8% | ||
| Q2 24 | 1.3% | 2.8% |
每股收益（稀释后）ARMKBLMN
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.33 | $-0.16 | ||
| Q3 25 | — | $-0.54 | ||
| Q2 25 | $0.27 | $0.30 | ||
| Q1 25 | $0.23 | $0.50 | ||
| Q4 24 | $0.39 | $-0.93 | ||
| Q3 24 | $0.46 | $0.08 | ||
| Q2 24 | $0.22 | $0.32 |
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 | $439.6M | $59.5M |
| 总债务越低越好 | $6.2B | $787.4M |
| 股东权益账面价值 | $3.2B | $333.6M |
| 总资产 | $13.5B | $3.2B |
| 负债/权益比越低杠杆越低 | 1.94× | 2.36× |
8季度趋势，按日历期对齐
现金及短期投资ARMKBLMN
| Q1 26 | $439.6M | — | ||
| Q4 25 | $639.1M | $59.5M | ||
| Q3 25 | — | $66.5M | ||
| Q2 25 | $501.5M | $50.3M | ||
| Q1 25 | $920.5M | $57.7M | ||
| Q4 24 | $484.1M | $70.1M | ||
| Q3 24 | $672.5M | $83.6M | ||
| Q2 24 | $436.1M | $117.9M |
总债务ARMKBLMN
| Q1 26 | $6.2B | — | ||
| Q4 25 | $5.4B | $787.4M | ||
| Q3 25 | — | $962.2M | ||
| Q2 25 | $6.3B | $917.1M | ||
| Q1 25 | $6.1B | $917.6M | ||
| Q4 24 | $5.0B | $1.0B | ||
| Q3 24 | $4.3B | $1.1B | ||
| Q2 24 | $5.0B | $1.0B |
股东权益ARMKBLMN
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $333.6M | ||
| Q3 25 | — | $344.1M | ||
| Q2 25 | $3.1B | $397.2M | ||
| Q1 25 | $3.0B | $380.6M | ||
| Q4 24 | $3.1B | $135.5M | ||
| Q3 24 | $3.0B | $242.1M | ||
| Q2 24 | $2.9B | $286.8M |
总资产ARMKBLMN
| Q1 26 | $13.5B | — | ||
| Q4 25 | $13.3B | $3.2B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | $13.3B | $3.3B | ||
| Q1 25 | $13.5B | $3.3B | ||
| Q4 24 | $12.7B | $3.4B | ||
| Q3 24 | $12.7B | $3.4B | ||
| Q2 24 | $12.5B | $3.4B |
负债/权益比ARMKBLMN
| Q1 26 | 1.94× | — | ||
| Q4 25 | 1.71× | 2.36× | ||
| Q3 25 | — | 2.80× | ||
| Q2 25 | 2.03× | 2.31× | ||
| Q1 25 | 2.02× | 2.41× | ||
| Q4 24 | 1.61× | 7.58× | ||
| Q3 24 | 1.42× | 4.51× | ||
| Q2 24 | 1.71× | 3.49× |
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 | $-782.2M | $119.1M |
| 自由现金流经营现金流 - 资本支出 | $-904.4M | $63.7M |
| 自由现金流率自由现金流/营收 | -18.7% | 6.5% |
| 资本支出强度资本支出/营收 | 2.5% | 5.7% |
| 现金转化率经营现金流/净利润 | -8.13× | — |
| 过去12个月自由现金流最近4个季度 | — | $96.8M |
8季度趋势，按日历期对齐
经营现金流ARMKBLMN
| Q1 26 | $-782.2M | — | ||
| Q4 25 | — | $119.1M | ||
| Q3 25 | — | $34.4M | ||
| Q2 25 | $76.7M | $49.7M | ||
| Q1 25 | $255.9M | $73.5M | ||
| Q4 24 | $-587.2M | $119.8M | ||
| Q3 24 | $1.0B | $-7.8M | ||
| Q2 24 | $140.7M | $42.4M |
自由现金流ARMKBLMN
| Q1 26 | $-904.4M | — | ||
| Q4 25 | — | $63.7M | ||
| Q3 25 | — | $-5.7M | ||
| Q2 25 | $-34.7M | $11.1M | ||
| Q1 25 | $140.1M | $27.7M | ||
| Q4 24 | $-707.0M | $66.7M | ||
| Q3 24 | $882.3M | $-67.3M | ||
| Q2 24 | $55.6M | $-12.1M |
自由现金流率ARMKBLMN
| Q1 26 | -18.7% | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | -0.8% | 1.1% | ||
| Q1 25 | 3.3% | 2.6% | ||
| Q4 24 | -15.5% | 6.9% | ||
| Q3 24 | 20.0% | -7.4% | ||
| Q2 24 | 1.3% | -1.2% |
资本支出强度ARMKBLMN
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.8% | 5.7% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | 2.4% | 3.8% | ||
| Q1 25 | 2.7% | 4.4% | ||
| Q4 24 | 2.6% | 5.5% | ||
| Q3 24 | 3.2% | 6.5% | ||
| Q2 24 | 1.9% | 5.5% |
现金转化率ARMKBLMN
| Q1 26 | -8.13× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.07× | 1.95× | ||
| Q1 25 | 4.14× | 1.74× | ||
| Q4 24 | -5.56× | — | ||
| Q3 24 | 8.35× | -1.13× | ||
| Q2 24 | 2.42× | 1.49× |
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
ARMK
| Education | $1.1B | 22% |
| Sports Leisure Corrections | $961.2M | 20% |
| Food And Support Services International | $847.8M | 18% |
| Other | $621.6M | 13% |
| Businessand Industry | $510.6M | 11% |
| Health Care | $421.3M | 9% |
| Facility Services | $382.9M | 8% |
BLMN
| Food And Beverage | $958.0M | 98% |
| Franchiseand Other Revenue | $17.2M | 2% |
| International Franchise Segment | $7.8M | 1% |
