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Bloomin' Brands, Inc.(BLMN)与BRINKER INTERNATIONAL, INC(EAT)财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是Bloomin' Brands, Inc.的1.5倍($1.5B vs $975.2M)。BRINKER INTERNATIONAL, INC净利率更高(8.8% vs -1.4%,领先10.2%)。BRINKER INTERNATIONAL, INC同比增速更快(6.9% vs 0.3%)。BRINKER INTERNATIONAL, INC自由现金流更多($155.2M vs $63.7M)。过去两年BRINKER INTERNATIONAL, INC的营收复合增速更高(13.9% 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。
Brinker International, Inc.是美国跨国餐饮企业,成立于1975年,总部位于得克萨斯州达拉斯,旗下拥有Chili's和Maggiano's Little Italy两大知名连锁餐饮品牌,目前在全球持有、运营或特许经营的上述品牌门店总计达1672家。
BLMN vs EAT — 直观对比
营收规模更大
EAT
是对方的1.5倍
$975.2M
营收增速更快
EAT
高出6.6%
0.3%
净利率更高
EAT
高出10.2%
-1.4%
自由现金流更多
EAT
多$91.5M
$63.7M
两年增速更快
EAT
近两年复合增速
-4.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $975.2M | $1.5B |
| 净利润 | $-13.5M | $128.5M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | 11.6% |
| 净利率 | -1.4% | 8.8% |
| 营收同比 | 0.3% | 6.9% |
| 净利润同比 | 83.0% | 8.4% |
| 每股收益(稀释后) | $-0.16 | $2.86 |
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
BLMN
EAT
| Q4 25 | $975.2M | $1.5B | ||
| Q3 25 | $928.8M | $1.3B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $972.0M | $1.4B | ||
| Q3 24 | $910.0M | $1.1B | ||
| Q2 24 | $999.4M | $1.2B | ||
| Q1 24 | $1.1B | $1.1B |
净利润
BLMN
EAT
| Q4 25 | $-13.5M | $128.5M | ||
| Q3 25 | $-45.9M | $99.5M | ||
| Q2 25 | $25.4M | $107.0M | ||
| Q1 25 | $42.2M | $119.1M | ||
| Q4 24 | $-79.5M | $118.5M | ||
| Q3 24 | $6.9M | $38.5M | ||
| Q2 24 | $28.4M | $57.3M | ||
| Q1 24 | $-83.9M | $48.7M |
毛利率
BLMN
EAT
| 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% | — | ||
| Q1 24 | 70.5% | — |
营业利润率
BLMN
EAT
| Q4 25 | -1.4% | 11.6% | ||
| Q3 25 | -3.9% | 8.7% | ||
| Q2 25 | 3.0% | 9.8% | ||
| Q1 25 | 5.5% | 11.0% | ||
| Q4 24 | 1.7% | 11.5% | ||
| Q3 24 | 0.9% | 5.0% | ||
| Q2 24 | 4.4% | 6.1% | ||
| Q1 24 | 6.6% | 6.2% |
净利率
BLMN
EAT
| Q4 25 | -1.4% | 8.8% | ||
| Q3 25 | -4.9% | 7.4% | ||
| Q2 25 | 2.5% | 7.3% | ||
| Q1 25 | 4.0% | 8.4% | ||
| Q4 24 | -8.2% | 8.7% | ||
| Q3 24 | 0.8% | 3.4% | ||
| Q2 24 | 2.8% | 4.7% | ||
| Q1 24 | -7.8% | 4.3% |
每股收益(稀释后)
BLMN
EAT
| Q4 25 | $-0.16 | $2.86 | ||
| Q3 25 | $-0.54 | $2.17 | ||
| Q2 25 | $0.30 | $2.31 | ||
| Q1 25 | $0.50 | $2.56 | ||
| Q4 24 | $-0.93 | $2.61 | ||
| Q3 24 | $0.08 | $0.84 | ||
| Q2 24 | $0.32 | $1.22 | ||
| Q1 24 | $-0.96 | $1.08 |
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 | $15.0M |
| 总债务越低越好 | $787.4M | $451.3M |
| 股东权益账面价值 | $333.6M | $379.3M |
| 总资产 | $3.2B | $2.7B |
| 负债/权益比越低杠杆越低 | 2.36× | 1.19× |
8季度趋势,按日历期对齐
现金及短期投资
BLMN
EAT
| Q4 25 | $59.5M | $15.0M | ||
| Q3 25 | $66.5M | $33.6M | ||
| Q2 25 | $50.3M | $18.9M | ||
| Q1 25 | $57.7M | $17.5M | ||
| Q4 24 | $70.1M | $14.8M | ||
| Q3 24 | $83.6M | $16.2M | ||
| Q2 24 | $117.9M | $64.6M | ||
| Q1 24 | $131.7M | $15.5M |
总债务
BLMN
EAT
| Q4 25 | $787.4M | $451.3M | ||
| Q3 25 | $962.2M | $525.8M | ||
| Q2 25 | $917.1M | $426.0M | ||
| Q1 25 | $917.6M | $518.3M | ||
| Q4 24 | $1.0B | $652.0M | ||
| Q3 24 | $1.1B | $806.9M | ||
| Q2 24 | $1.0B | $786.3M | ||
| Q1 24 | $951.8M | $818.5M |
股东权益
BLMN
EAT
| Q4 25 | $333.6M | $379.3M | ||
| Q3 25 | $344.1M | $343.9M | ||
| Q2 25 | $397.2M | $370.9M | ||
| Q1 25 | $380.6M | $259.0M | ||
| Q4 24 | $135.5M | $131.5M | ||
| Q3 24 | $242.1M | $12.7M | ||
| Q2 24 | $286.8M | $39.4M | ||
| Q1 24 | $302.7M | $-46.7M |
总资产
BLMN
EAT
| Q4 25 | $3.2B | $2.7B | ||
| Q3 25 | $3.3B | $2.7B | ||
| Q2 25 | $3.3B | $2.7B | ||
| Q1 25 | $3.3B | $2.6B | ||
| Q4 24 | $3.4B | $2.6B | ||
| Q3 24 | $3.4B | $2.5B | ||
| Q2 24 | $3.4B | $2.6B | ||
| Q1 24 | $3.4B | $2.5B |
负债/权益比
BLMN
EAT
| Q4 25 | 2.36× | 1.19× | ||
| Q3 25 | 2.80× | 1.53× | ||
| Q2 25 | 2.31× | 1.15× | ||
| Q1 25 | 2.41× | 2.00× | ||
| Q4 24 | 7.58× | 4.96× | ||
| Q3 24 | 4.51× | 63.54× | ||
| Q2 24 | 3.49× | 19.96× | ||
| 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 | $218.9M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $155.2M |
| 自由现金流率自由现金流/营收 | 6.5% | 10.7% |
| 资本支出强度资本支出/营收 | 5.7% | 4.4% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | $96.8M | $455.9M |
8季度趋势,按日历期对齐
经营现金流
BLMN
EAT
| Q4 25 | $119.1M | $218.9M | ||
| Q3 25 | $34.4M | $120.8M | ||
| Q2 25 | $49.7M | $186.0M | ||
| Q1 25 | $73.5M | $212.0M | ||
| Q4 24 | $119.8M | $218.2M | ||
| Q3 24 | $-7.8M | $62.8M | ||
| Q2 24 | $42.4M | $141.5M | ||
| Q1 24 | $73.8M | $130.1M |
自由现金流
BLMN
EAT
| Q4 25 | $63.7M | $155.2M | ||
| Q3 25 | $-5.7M | $62.2M | ||
| Q2 25 | $11.1M | $106.1M | ||
| Q1 25 | $27.7M | $132.4M | ||
| Q4 24 | $66.7M | $168.9M | ||
| Q3 24 | $-67.3M | $6.3M | ||
| Q2 24 | $-12.1M | $83.5M | ||
| Q1 24 | $20.0M | $78.7M |
自由现金流率
BLMN
EAT
| Q4 25 | 6.5% | 10.7% | ||
| Q3 25 | -0.6% | 4.6% | ||
| Q2 25 | 1.1% | 7.3% | ||
| Q1 25 | 2.6% | 9.3% | ||
| Q4 24 | 6.9% | 12.4% | ||
| Q3 24 | -7.4% | 0.6% | ||
| Q2 24 | -1.2% | 6.9% | ||
| Q1 24 | 1.9% | 7.0% |
资本支出强度
BLMN
EAT
| Q4 25 | 5.7% | 4.4% | ||
| Q3 25 | 4.3% | 4.3% | ||
| Q2 25 | 3.8% | 5.5% | ||
| Q1 25 | 4.4% | 5.6% | ||
| Q4 24 | 5.5% | 3.6% | ||
| Q3 24 | 6.5% | 5.0% | ||
| Q2 24 | 5.5% | 4.8% | ||
| Q1 24 | 5.0% | 4.6% |
现金转化率
BLMN
EAT
| Q4 25 | — | 1.70× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | 1.95× | 1.74× | ||
| Q1 25 | 1.74× | 1.78× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | -1.13× | 1.63× | ||
| Q2 24 | 1.49× | 2.47× | ||
| Q1 24 | — | 2.67× |
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% |
EAT
| Chilis Restaurants | $1.3B | 91% |
| Maggianos Restaurants | $134.9M | 9% |
| Franchise Revenues | $13.4M | 1% |