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Bloomin' Brands, Inc.（BLMN）与CrowdStrike（CRWD）财务数据对比。点击上方公司名可切换其他公司
CrowdStrike的季度营收约是Bloomin' Brands, Inc.的1.3倍（$1.2B vs $975.2M），Bloomin' Brands, Inc.净利率更高（-1.4% vs -2.8%，领先1.4%），CrowdStrike同比增速更快（22.2% vs 0.3%），CrowdStrike自由现金流更多（$314.1M vs $63.7M），过去两年CrowdStrike的营收复合增速更高（20.8% 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。
CrowdStrike Holdings, Inc.是总部位于美国得克萨斯州奥斯汀的网络安全科技企业，核心业务涵盖终端安全防护、威胁情报提供与网络攻击响应服务，可为全球各行业客户有效应对各类网络安全风险，保障系统与数据安全。
BLMN vs CRWD — 直观对比
营收规模更大
CRWD
是对方的1.3倍
$975.2M
营收增速更快
CRWD
高出21.9%
0.3%
净利率更高
BLMN
高出1.4%
-2.8%
自由现金流更多
CRWD
多$250.5M
$63.7M
两年增速更快
CRWD
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.2B |
| 净利润 | $-13.5M | $-34.0M |
| 毛利率 | 70.2% | 75.1% |
| 营业利润率 | -1.4% | -5.6% |
| 净利率 | -1.4% | -2.8% |
| 营收同比 | 0.3% | 22.2% |
| 净利润同比 | 83.0% | -102.1% |
| 每股收益（稀释后） | $-0.16 | $-0.14 |
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BLMNCRWD
| Q4 25 | $975.2M | $1.2B | ||
| Q3 25 | $928.8M | $1.2B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $972.0M | $1.0B | ||
| Q3 24 | $910.0M | $963.9M | ||
| Q2 24 | $999.4M | $921.0M | ||
| Q1 24 | $1.1B | $845.3M |
净利润BLMNCRWD
| Q4 25 | $-13.5M | $-34.0M | ||
| Q3 25 | $-45.9M | $-77.7M | ||
| Q2 25 | $25.4M | $-110.2M | ||
| Q1 25 | $42.2M | $-92.3M | ||
| Q4 24 | $-79.5M | $-16.8M | ||
| Q3 24 | $6.9M | $47.0M | ||
| Q2 24 | $28.4M | $42.8M | ||
| Q1 24 | $-83.9M | $53.7M |
毛利率BLMNCRWD
| Q4 25 | 70.2% | 75.1% | ||
| Q3 25 | 70.4% | 73.5% | ||
| Q2 25 | 70.2% | 73.8% | ||
| Q1 25 | 70.1% | 74.1% | ||
| Q4 24 | 71.6% | 74.7% | ||
| Q3 24 | 71.3% | 75.4% | ||
| Q2 24 | 70.5% | 75.6% | ||
| Q1 24 | 70.5% | 75.3% |
营业利润率BLMNCRWD
| Q4 25 | -1.4% | -5.6% | ||
| Q3 25 | -3.9% | -9.7% | ||
| Q2 25 | 3.0% | -11.3% | ||
| Q1 25 | 5.5% | -8.1% | ||
| Q4 24 | 1.7% | -5.5% | ||
| Q3 24 | 0.9% | 1.4% | ||
| Q2 24 | 4.4% | 0.8% | ||
| Q1 24 | 6.6% | 3.5% |
净利率BLMNCRWD
| Q4 25 | -1.4% | -2.8% | ||
| Q3 25 | -4.9% | -6.6% | ||
| Q2 25 | 2.5% | -10.0% | ||
| Q1 25 | 4.0% | -8.7% | ||
| Q4 24 | -8.2% | -1.7% | ||
| Q3 24 | 0.8% | 4.9% | ||
| Q2 24 | 2.8% | 4.6% | ||
| Q1 24 | -7.8% | 6.4% |
每股收益（稀释后）BLMNCRWD
| Q4 25 | $-0.16 | $-0.14 | ||
| Q3 25 | $-0.54 | $-0.31 | ||
| Q2 25 | $0.30 | $-0.44 | ||
| Q1 25 | $0.50 | $-0.37 | ||
| Q4 24 | $-0.93 | $-0.07 | ||
| Q3 24 | $0.08 | $0.19 | ||
| Q2 24 | $0.32 | $0.17 | ||
| Q1 24 | $-0.96 | $0.23 |
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 | $4.8B |
| 总债务越低越好 | $787.4M | — |
| 股东权益账面价值 | $333.6M | $4.0B |
| 总资产 | $3.2B | $10.0B |
| 负债/权益比越低杠杆越低 | 2.36× | — |
8季度趋势，按日历期对齐
现金及短期投资BLMNCRWD
| Q4 25 | $59.5M | $4.8B | ||
| Q3 25 | $66.5M | $5.0B | ||
| Q2 25 | $50.3M | $4.6B | ||
| Q1 25 | $57.7M | $4.3B | ||
| Q4 24 | $70.1M | $4.3B | ||
| Q3 24 | $83.6M | $4.0B | ||
| Q2 24 | $117.9M | $3.7B | ||
| Q1 24 | $131.7M | $3.5B |
总债务BLMNCRWD
| 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 | — | ||
| Q1 24 | $951.8M | — |
股东权益BLMNCRWD
| Q4 25 | $333.6M | $4.0B | ||
| Q3 25 | $344.1M | $3.8B | ||
| Q2 25 | $397.2M | $3.5B | ||
| Q1 25 | $380.6M | $3.3B | ||
| Q4 24 | $135.5M | $3.1B | ||
| Q3 24 | $242.1M | $2.9B | ||
| Q2 24 | $286.8M | $2.5B | ||
| Q1 24 | $302.7M | $2.3B |
总资产BLMNCRWD
| Q4 25 | $3.2B | $10.0B | ||
| Q3 25 | $3.3B | $9.3B | ||
| Q2 25 | $3.3B | $8.7B | ||
| Q1 25 | $3.3B | $8.7B | ||
| Q4 24 | $3.4B | $7.8B | ||
| Q3 24 | $3.4B | $7.2B | ||
| Q2 24 | $3.4B | $6.8B | ||
| Q1 24 | $3.4B | $6.6B |
负债/权益比BLMNCRWD
| 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× | — | ||
| 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 | $119.1M | $397.5M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $314.1M |
| 自由现金流率自由现金流/营收 | 6.5% | 25.5% |
| 资本支出强度资本支出/营收 | 5.7% | 6.8% |
| 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 | $1.2B |
8季度趋势，按日历期对齐
经营现金流BLMNCRWD
| Q4 25 | $119.1M | $397.5M | ||
| Q3 25 | $34.4M | $332.8M | ||
| Q2 25 | $49.7M | $384.1M | ||
| Q1 25 | $73.5M | $345.7M | ||
| Q4 24 | $119.8M | $326.1M | ||
| Q3 24 | $-7.8M | $326.6M | ||
| Q2 24 | $42.4M | $383.2M | ||
| Q1 24 | $73.8M | $347.0M |
自由现金流BLMNCRWD
| Q4 25 | $63.7M | $314.1M | ||
| Q3 25 | $-5.7M | $302.3M | ||
| Q2 25 | $11.1M | $298.4M | ||
| Q1 25 | $27.7M | $258.5M | ||
| Q4 24 | $66.7M | $247.4M | ||
| Q3 24 | $-67.3M | $287.4M | ||
| Q2 24 | $-12.1M | $333.5M | ||
| Q1 24 | $20.0M | $294.4M |
自由现金流率BLMNCRWD
| Q4 25 | 6.5% | 25.5% | ||
| Q3 25 | -0.6% | 25.9% | ||
| Q2 25 | 1.1% | 27.0% | ||
| Q1 25 | 2.6% | 24.4% | ||
| Q4 24 | 6.9% | 24.5% | ||
| Q3 24 | -7.4% | 29.8% | ||
| Q2 24 | -1.2% | 36.2% | ||
| Q1 24 | 1.9% | 34.8% |
资本支出强度BLMNCRWD
| Q4 25 | 5.7% | 6.8% | ||
| Q3 25 | 4.3% | 2.6% | ||
| Q2 25 | 3.8% | 7.8% | ||
| Q1 25 | 4.4% | 8.2% | ||
| Q4 24 | 5.5% | 7.8% | ||
| Q3 24 | 6.5% | 4.1% | ||
| Q2 24 | 5.5% | 5.4% | ||
| Q1 24 | 5.0% | 6.2% |
现金转化率BLMNCRWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -1.13× | 6.95× | ||
| Q2 24 | 1.49× | 8.95× | ||
| Q1 24 | — | 6.46× |
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% |
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
