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BRUNSWICK CORP（BC）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
BRUNSWICK CORP的季度营收约是Bloomin' Brands, Inc.的1.4倍（$1.3B vs $975.2M），BRUNSWICK CORP净利率更高（1.4% vs -1.4%，领先2.8%），BRUNSWICK CORP同比增速更快（15.5% vs 0.3%），BRUNSWICK CORP自由现金流更多（$83.6M vs $63.7M），过去两年BRUNSWICK CORP的营收复合增速更高（-1.1% vs -4.5%）
美国Brunswick公司创立于1845年，专注于多品类产品的研发、生产与营销，旗下拥有知名海事品牌水星海事（Mercury Marine）等多个品牌。目前集团在24个国家拥有超1.3万名员工，2024年销售额达52亿美元，全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
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。
BC vs BLMN — 直观对比
营收规模更大
BC
是对方的1.4倍
$975.2M
营收增速更快
BC
高出15.2%
0.3%
净利率更高
BC
高出2.8%
-1.4%
自由现金流更多
BC
多$19.9M
$63.7M
两年增速更快
BC
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $975.2M |
| 净利润 | $18.7M | $-13.5M |
| 毛利率 | 23.1% | 70.2% |
| 营业利润率 | 3.1% | -1.4% |
| 净利率 | 1.4% | -1.4% |
| 营收同比 | 15.5% | 0.3% |
| 净利润同比 | 122.7% | 83.0% |
| 每股收益（稀释后） | $0.32 | $-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BCBLMN
| Q4 25 | $1.3B | $975.2M | ||
| Q3 25 | $1.4B | $928.8M | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $972.0M | ||
| Q3 24 | $1.3B | $910.0M | ||
| Q2 24 | $1.4B | $999.4M | ||
| Q1 24 | $1.4B | $1.1B |
净利润BCBLMN
| Q4 25 | $18.7M | $-13.5M | ||
| Q3 25 | $-235.5M | $-45.9M | ||
| Q2 25 | $59.3M | $25.4M | ||
| Q1 25 | $20.2M | $42.2M | ||
| Q4 24 | $-82.5M | $-79.5M | ||
| Q3 24 | $44.6M | $6.9M | ||
| Q2 24 | $100.0M | $28.4M | ||
| Q1 24 | $68.0M | $-83.9M |
毛利率BCBLMN
| Q4 25 | 23.1% | 70.2% | ||
| Q3 25 | 25.8% | 70.4% | ||
| Q2 25 | 25.5% | 70.2% | ||
| Q1 25 | 24.9% | 70.1% | ||
| Q4 24 | 21.9% | 71.6% | ||
| Q3 24 | 26.2% | 71.3% | ||
| Q2 24 | 27.1% | 70.5% | ||
| Q1 24 | 27.4% | 70.5% |
营业利润率BCBLMN
| Q4 25 | 3.1% | -1.4% | ||
| Q3 25 | -17.8% | -3.9% | ||
| Q2 25 | 7.1% | 3.0% | ||
| Q1 25 | 4.6% | 5.5% | ||
| Q4 24 | -4.8% | 1.7% | ||
| Q3 24 | 7.7% | 0.9% | ||
| Q2 24 | 11.0% | 4.4% | ||
| Q1 24 | 8.1% | 6.6% |
净利率BCBLMN
| Q4 25 | 1.4% | -1.4% | ||
| Q3 25 | -17.3% | -4.9% | ||
| Q2 25 | 4.1% | 2.5% | ||
| Q1 25 | 1.7% | 4.0% | ||
| Q4 24 | -7.1% | -8.2% | ||
| Q3 24 | 3.5% | 0.8% | ||
| Q2 24 | 6.9% | 2.8% | ||
| Q1 24 | 5.0% | -7.8% |
每股收益（稀释后）BCBLMN
| Q4 25 | $0.32 | $-0.16 | ||
| Q3 25 | $-3.59 | $-0.54 | ||
| Q2 25 | $0.89 | $0.30 | ||
| Q1 25 | $0.30 | $0.50 | ||
| Q4 24 | $-1.21 | $-0.93 | ||
| Q3 24 | $0.67 | $0.08 | ||
| Q2 24 | $1.48 | $0.32 | ||
| Q1 24 | $0.99 | $-0.96 |
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 | $256.8M | $59.5M |
| 总债务越低越好 | $2.1B | $787.4M |
| 股东权益账面价值 | $1.6B | $333.6M |
| 总资产 | $5.3B | $3.2B |
| 负债/权益比越低杠杆越低 | 1.30× | 2.36× |
8季度趋势，按日历期对齐
现金及短期投资BCBLMN
| Q4 25 | $256.8M | $59.5M | ||
| Q3 25 | $297.7M | $66.5M | ||
| Q2 25 | $315.7M | $50.3M | ||
| Q1 25 | $286.7M | $57.7M | ||
| Q4 24 | $269.0M | $70.1M | ||
| Q3 24 | $284.1M | $83.6M | ||
| Q2 24 | $494.5M | $117.9M | ||
| Q1 24 | $548.4M | $131.7M |
总债务BCBLMN
| Q4 25 | $2.1B | $787.4M | ||
| Q3 25 | — | $962.2M | ||
| Q2 25 | — | $917.1M | ||
| Q1 25 | — | $917.6M | ||
| Q4 24 | $2.4B | $1.0B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $951.8M |
股东权益BCBLMN
| Q4 25 | $1.6B | $333.6M | ||
| Q3 25 | $1.6B | $344.1M | ||
| Q2 25 | $1.9B | $397.2M | ||
| Q1 25 | $1.9B | $380.6M | ||
| Q4 24 | $1.9B | $135.5M | ||
| Q3 24 | $2.0B | $242.1M | ||
| Q2 24 | $2.0B | $286.8M | ||
| Q1 24 | $2.0B | $302.7M |
总资产BCBLMN
| Q4 25 | $5.3B | $3.2B | ||
| Q3 25 | $5.4B | $3.3B | ||
| Q2 25 | $5.8B | $3.3B | ||
| Q1 25 | $5.9B | $3.3B | ||
| Q4 24 | $5.7B | $3.4B | ||
| Q3 24 | $6.0B | $3.4B | ||
| Q2 24 | $6.4B | $3.4B | ||
| Q1 24 | $6.5B | $3.4B |
负债/权益比BCBLMN
| Q4 25 | 1.30× | 2.36× | ||
| Q3 25 | — | 2.80× | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | 2.41× | ||
| Q4 24 | 1.25× | 7.58× | ||
| Q3 24 | — | 4.51× | ||
| Q2 24 | — | 3.49× | ||
| Q1 24 | — | 3.14× |
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 | $132.9M | $119.1M |
| 自由现金流经营现金流 - 资本支出 | $83.6M | $63.7M |
| 自由现金流率自由现金流/营收 | 6.3% | 6.5% |
| 资本支出强度资本支出/营收 | 3.7% | 5.7% |
| 现金转化率经营现金流/净利润 | 7.11× | — |
| 过去12个月自由现金流最近4个季度 | $396.3M | $96.8M |
8季度趋势，按日历期对齐
经营现金流BCBLMN
| Q4 25 | $132.9M | $119.1M | ||
| Q3 25 | $140.4M | $34.4M | ||
| Q2 25 | $316.2M | $49.7M | ||
| Q1 25 | $-27.4M | $73.5M | ||
| Q4 24 | $306.4M | $119.8M | ||
| Q3 24 | $67.4M | $-7.8M | ||
| Q2 24 | $211.0M | $42.4M | ||
| Q1 24 | $-153.4M | $73.8M |
自由现金流BCBLMN
| Q4 25 | $83.6M | $63.7M | ||
| Q3 25 | $106.5M | $-5.7M | ||
| Q2 25 | $271.3M | $11.1M | ||
| Q1 25 | $-65.1M | $27.7M | ||
| Q4 24 | $276.1M | $66.7M | ||
| Q3 24 | $31.4M | $-67.3M | ||
| Q2 24 | $163.9M | $-12.1M | ||
| Q1 24 | $-207.4M | $20.0M |
自由现金流率BCBLMN
| Q4 25 | 6.3% | 6.5% | ||
| Q3 25 | 7.8% | -0.6% | ||
| Q2 25 | 18.7% | 1.1% | ||
| Q1 25 | -5.3% | 2.6% | ||
| Q4 24 | 23.9% | 6.9% | ||
| Q3 24 | 2.5% | -7.4% | ||
| Q2 24 | 11.4% | -1.2% | ||
| Q1 24 | -15.2% | 1.9% |
资本支出强度BCBLMN
| Q4 25 | 3.7% | 5.7% | ||
| Q3 25 | 2.5% | 4.3% | ||
| Q2 25 | 3.1% | 3.8% | ||
| Q1 25 | 3.1% | 4.4% | ||
| Q4 24 | 2.6% | 5.5% | ||
| Q3 24 | 2.8% | 6.5% | ||
| Q2 24 | 3.3% | 5.5% | ||
| Q1 24 | 4.0% | 5.0% |
现金转化率BCBLMN
| Q4 25 | 7.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.33× | 1.95× | ||
| Q1 25 | -1.36× | 1.74× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.51× | -1.13× | ||
| Q2 24 | 2.11× | 1.49× | ||
| Q1 24 | -2.26× | — |
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
BC
| Engine Partsand Accessories | $532.4M | 40% |
| Navico Group | $452.9M | 34% |
| Recreational Fiberglass Boats | $111.6M | 8% |
| Saltwater Fishing Boats | $85.7M | 6% |
| Controls Riggingand Propellers | $78.3M | 6% |
| Business Acceleration | $48.1M | 4% |
| Sterndrive Engine | $32.6M | 2% |
BLMN
| Food And Beverage | $958.0M | 98% |
| Franchiseand Other Revenue | $17.2M | 2% |
| International Franchise Segment | $7.8M | 1% |
