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Bloomin' Brands, Inc.（BLMN）与Church & Dwight（CHD）财务数据对比。点击上方公司名可切换其他公司
Church & Dwight的季度营收约是Bloomin' Brands, Inc.的1.7倍（$1.6B vs $975.2M），Church & Dwight净利率更高（8.7% vs -1.4%，领先10.1%），Church & Dwight同比增速更快（3.9% vs 0.3%），过去两年Church & Dwight的营收复合增速更高（4.6% vs -4.5%）
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。
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
BLMN vs CHD — 直观对比
营收规模更大
CHD
是对方的1.7倍
$975.2M
营收增速更快
CHD
高出3.6%
0.3%
净利率更高
CHD
高出10.1%
-1.4%
两年增速更快
CHD
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.6B |
| 净利润 | $-13.5M | $143.5M |
| 毛利率 | 70.2% | 45.8% |
| 营业利润率 | -1.4% | 16.2% |
| 净利率 | -1.4% | 8.7% |
| 营收同比 | 0.3% | 3.9% |
| 净利润同比 | 83.0% | -24.2% |
| 每股收益（稀释后） | $-0.16 | $0.60 |
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BLMNCHD
| Q4 25 | $975.2M | $1.6B | ||
| Q3 25 | $928.8M | $1.6B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $972.0M | $1.6B | ||
| Q3 24 | $910.0M | $1.5B | ||
| Q2 24 | $999.4M | $1.5B | ||
| Q1 24 | $1.1B | $1.5B |
净利润BLMNCHD
| Q4 25 | $-13.5M | $143.5M | ||
| Q3 25 | $-45.9M | $182.2M | ||
| Q2 25 | $25.4M | $191.0M | ||
| Q1 25 | $42.2M | $220.1M | ||
| Q4 24 | $-79.5M | $189.2M | ||
| Q3 24 | $6.9M | $-75.1M | ||
| Q2 24 | $28.4M | $243.5M | ||
| Q1 24 | $-83.9M | $227.7M |
毛利率BLMNCHD
| Q4 25 | 70.2% | 45.8% | ||
| Q3 25 | 70.4% | 45.1% | ||
| Q2 25 | 70.2% | 43.0% | ||
| Q1 25 | 70.1% | 45.0% | ||
| Q4 24 | 71.6% | 44.7% | ||
| Q3 24 | 71.3% | 45.2% | ||
| Q2 24 | 70.5% | 47.1% | ||
| Q1 24 | 70.5% | 45.7% |
营业利润率BLMNCHD
| Q4 25 | -1.4% | 16.2% | ||
| Q3 25 | -3.9% | 16.1% | ||
| Q2 25 | 3.0% | 17.4% | ||
| Q1 25 | 5.5% | 20.1% | ||
| Q4 24 | 1.7% | 16.2% | ||
| Q3 24 | 0.9% | -6.1% | ||
| Q2 24 | 4.4% | 22.3% | ||
| Q1 24 | 6.6% | 20.3% |
净利率BLMNCHD
| Q4 25 | -1.4% | 8.7% | ||
| Q3 25 | -4.9% | 11.5% | ||
| Q2 25 | 2.5% | 12.7% | ||
| Q1 25 | 4.0% | 15.0% | ||
| Q4 24 | -8.2% | 12.0% | ||
| Q3 24 | 0.8% | -5.0% | ||
| Q2 24 | 2.8% | 16.1% | ||
| Q1 24 | -7.8% | 15.1% |
每股收益（稀释后）BLMNCHD
| Q4 25 | $-0.16 | $0.60 | ||
| Q3 25 | $-0.54 | $0.75 | ||
| Q2 25 | $0.30 | $0.78 | ||
| Q1 25 | $0.50 | $0.89 | ||
| Q4 24 | $-0.93 | $0.76 | ||
| Q3 24 | $0.08 | $-0.31 | ||
| Q2 24 | $0.32 | $0.99 | ||
| Q1 24 | $-0.96 | $0.93 |
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 | $59.5M | $409.0M |
| 总债务越低越好 | $787.4M | $2.2B |
| 股东权益账面价值 | $333.6M | $4.0B |
| 总资产 | $3.2B | $8.9B |
| 负债/权益比越低杠杆越低 | 2.36× | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资BLMNCHD
| Q4 25 | $59.5M | $409.0M | ||
| Q3 25 | $66.5M | $305.3M | ||
| Q2 25 | $50.3M | $923.2M | ||
| Q1 25 | $57.7M | $1.1B | ||
| Q4 24 | $70.1M | $964.1M | ||
| Q3 24 | $83.6M | $752.1M | ||
| Q2 24 | $117.9M | $491.7M | ||
| Q1 24 | $131.7M | $349.7M |
总债务BLMNCHD
| Q4 25 | $787.4M | $2.2B | ||
| Q3 25 | $962.2M | $2.2B | ||
| Q2 25 | $917.1M | $2.2B | ||
| Q1 25 | $917.6M | $2.2B | ||
| Q4 24 | $1.0B | $2.2B | ||
| Q3 24 | $1.1B | $2.2B | ||
| Q2 24 | $1.0B | $2.2B | ||
| Q1 24 | $951.8M | $2.2B |
股东权益BLMNCHD
| Q4 25 | $333.6M | $4.0B | ||
| Q3 25 | $344.1M | $4.2B | ||
| Q2 25 | $397.2M | $4.4B | ||
| Q1 25 | $380.6M | $4.6B | ||
| Q4 24 | $135.5M | $4.4B | ||
| Q3 24 | $242.1M | $4.2B | ||
| Q2 24 | $286.8M | $4.3B | ||
| Q1 24 | $302.7M | $4.1B |
总资产BLMNCHD
| Q4 25 | $3.2B | $8.9B | ||
| Q3 25 | $3.3B | $9.1B | ||
| Q2 25 | $3.3B | $8.8B | ||
| Q1 25 | $3.3B | $9.0B | ||
| Q4 24 | $3.4B | $8.9B | ||
| Q3 24 | $3.4B | $8.7B | ||
| Q2 24 | $3.4B | $8.8B | ||
| Q1 24 | $3.4B | $8.6B |
负债/权益比BLMNCHD
| Q4 25 | 2.36× | 0.55× | ||
| Q3 25 | 2.80× | 0.52× | ||
| Q2 25 | 2.31× | 0.50× | ||
| Q1 25 | 2.41× | 0.48× | ||
| Q4 24 | 7.58× | 0.51× | ||
| Q3 24 | 4.51× | 0.53× | ||
| Q2 24 | 3.49× | 0.51× | ||
| Q1 24 | 3.14× | 0.54× |
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 | $119.1M | — |
| 自由现金流经营现金流 - 资本支出 | $63.7M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 5.7% | 3.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 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BLMNCHD
| Q4 25 | $119.1M | — | ||
| Q3 25 | $34.4M | — | ||
| Q2 25 | $49.7M | — | ||
| Q1 25 | $73.5M | — | ||
| Q4 24 | $119.8M | $292.3M | ||
| Q3 24 | $-7.8M | $364.0M | ||
| Q2 24 | $42.4M | $236.9M | ||
| Q1 24 | $73.8M | $263.0M |
自由现金流BLMNCHD
| Q4 25 | $63.7M | — | ||
| Q3 25 | $-5.7M | — | ||
| Q2 25 | $11.1M | — | ||
| Q1 25 | $27.7M | — | ||
| Q4 24 | $66.7M | $237.7M | ||
| Q3 24 | $-67.3M | $315.4M | ||
| Q2 24 | $-12.1M | $206.6M | ||
| Q1 24 | $20.0M | $216.7M |
自由现金流率BLMNCHD
| Q4 25 | 6.5% | — | ||
| Q3 25 | -0.6% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 6.9% | 15.0% | ||
| Q3 24 | -7.4% | 20.9% | ||
| Q2 24 | -1.2% | 13.7% | ||
| Q1 24 | 1.9% | 14.4% |
资本支出强度BLMNCHD
| Q4 25 | 5.7% | 3.4% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 3.8% | 1.5% | ||
| Q1 25 | 4.4% | 1.1% | ||
| Q4 24 | 5.5% | 3.5% | ||
| Q3 24 | 6.5% | 3.2% | ||
| Q2 24 | 5.5% | 2.0% | ||
| Q1 24 | 5.0% | 3.1% |
现金转化率BLMNCHD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | — | 1.54× | ||
| Q3 24 | -1.13× | — | ||
| Q2 24 | 1.49× | 0.97× | ||
| Q1 24 | — | 1.16× |
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
BLMN
| Food And Beverage | $958.0M | 98% |
| Franchiseand Other Revenue | $17.2M | 2% |
| International Franchise Segment | $7.8M | 1% |
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
