vs
亚玛芬体育(AS)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
Bloomin' Brands, Inc.的季度营收约是亚玛芬体育的1.0倍($1.1B vs $1.1B),Bloomin' Brands, Inc.净利率更高(5.4% vs 1.8%,领先3.6%)
亚玛芬体育是芬兰跨国运动装备企业,总部位于赫尔辛基,成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团,后逐步转型专注于体育用品的生产与营销,现有员工超9700人,2018年起成为中国安踏体育旗下子公司。
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。
AS vs BLMN — 直观对比
营收规模更大
BLMN
是对方的1.0倍
$1.1B
净利率更高
BLMN
高出3.6%
1.8%
损益表 — Q1 FY2024 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $19.0M | $57.2M |
| 毛利率 | 52.8% | — |
| 营业利润率 | 12.4% | 5.6% |
| 净利率 | 1.8% | 5.4% |
| 营收同比 | — | 1.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.05 | $0.64 |
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
AS
BLMN
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $975.2M | ||
| Q3 25 | — | $928.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $972.0M | ||
| Q3 24 | — | $910.0M | ||
| Q2 24 | — | $999.4M |
净利润
AS
BLMN
| Q1 26 | — | $57.2M | ||
| Q4 25 | — | $-13.5M | ||
| Q3 25 | — | $-45.9M | ||
| Q2 25 | — | $25.4M | ||
| Q1 25 | — | $42.2M | ||
| Q4 24 | — | $-79.5M | ||
| Q3 24 | — | $6.9M | ||
| Q2 24 | — | $28.4M |
毛利率
AS
BLMN
| 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
AS
BLMN
| Q1 26 | — | 5.6% | ||
| 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% |
净利率
AS
BLMN
| Q1 26 | — | 5.4% | ||
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | -4.9% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | -8.2% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 2.8% |
每股收益(稀释后)
AS
BLMN
| Q1 26 | — | $0.64 | ||
| Q4 25 | — | $-0.16 | ||
| Q3 25 | — | $-0.54 | ||
| Q2 25 | — | $0.30 | ||
| Q1 25 | — | $0.50 | ||
| Q4 24 | — | $-0.93 | ||
| Q3 24 | — | $0.08 | ||
| Q2 24 | — | $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 | — | $71.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $398.8M |
| 总资产 | — | $3.1B |
| 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
AS
BLMN
| Q1 26 | — | $71.3M | ||
| Q4 25 | — | $59.5M | ||
| Q3 25 | — | $66.5M | ||
| Q2 25 | — | $50.3M | ||
| Q1 25 | — | $57.7M | ||
| Q4 24 | — | $70.1M | ||
| Q3 24 | — | $83.6M | ||
| Q2 24 | — | $117.9M |
总债务
AS
BLMN
| Q1 26 | — | — | ||
| 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 |
股东权益
AS
BLMN
| Q1 26 | — | $398.8M | ||
| Q4 25 | — | $333.6M | ||
| Q3 25 | — | $344.1M | ||
| Q2 25 | — | $397.2M | ||
| Q1 25 | — | $380.6M | ||
| Q4 24 | — | $135.5M | ||
| Q3 24 | — | $242.1M | ||
| Q2 24 | — | $286.8M |
总资产
AS
BLMN
| Q1 26 | — | $3.1B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B |
负债/权益比
AS
BLMN
| Q1 26 | — | — | ||
| 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× |
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 | $114.3M | — |
| 自由现金流经营现金流 - 资本支出 | $92.2M | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 6.02× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
AS
BLMN
| Q1 26 | — | — | ||
| Q4 25 | — | $119.1M | ||
| Q3 25 | — | $34.4M | ||
| Q2 25 | — | $49.7M | ||
| Q1 25 | — | $73.5M | ||
| Q4 24 | — | $119.8M | ||
| Q3 24 | — | $-7.8M | ||
| Q2 24 | — | $42.4M |
自由现金流
AS
BLMN
| Q1 26 | — | — | ||
| Q4 25 | — | $63.7M | ||
| Q3 25 | — | $-5.7M | ||
| Q2 25 | — | $11.1M | ||
| Q1 25 | — | $27.7M | ||
| Q4 24 | — | $66.7M | ||
| Q3 24 | — | $-67.3M | ||
| Q2 24 | — | $-12.1M |
自由现金流率
AS
BLMN
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | -7.4% | ||
| Q2 24 | — | -1.2% |
资本支出强度
AS
BLMN
| Q1 26 | — | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | 6.5% | ||
| Q2 24 | — | 5.5% |
现金转化率
AS
BLMN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -1.13× | ||
| Q2 24 | — | 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
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
BLMN
| Restaurant sales | $1.0B | 97% |
| Franchise and other revenues | $10.3M | 1% |
| Franchise revenues (1) | $7.6M | 1% |