vs
Bloomin' Brands, Inc.（BLMN）与哈贝尔（HUBB）财务数据对比。点击上方公司名可切换其他公司
哈贝尔的季度营收约是Bloomin' Brands, Inc.的1.5倍（$1.5B vs $975.2M），哈贝尔净利率更高（14.6% vs -1.4%，领先16.0%），哈贝尔同比增速更快（11.9% vs 0.3%），哈贝尔自由现金流更多（$388.8M vs $63.7M），过去两年哈贝尔的营收复合增速更高（3.3% 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。
哈贝尔（Hubbell Incorporated）是总部位于美国康涅狄格州谢尔顿的企业，由哈维·哈贝尔于1888年创立，1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售，产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
BLMN vs HUBB — 直观对比
营收规模更大
HUBB
是对方的1.5倍
$975.2M
营收增速更快
HUBB
高出11.5%
0.3%
净利率更高
HUBB
高出16.0%
-1.4%
自由现金流更多
HUBB
多$325.1M
$63.7M
两年增速更快
HUBB
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.5B |
| 净利润 | $-13.5M | $217.7M |
| 毛利率 | 70.2% | 34.6% |
| 营业利润率 | -1.4% | 20.3% |
| 净利率 | -1.4% | 14.6% |
| 营收同比 | 0.3% | 11.9% |
| 净利润同比 | 83.0% | 10.5% |
| 每股收益（稀释后） | $-0.16 | $4.06 |
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BLMNHUBB
| Q4 25 | $975.2M | $1.5B | ||
| Q3 25 | $928.8M | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $972.0M | $1.3B | ||
| Q3 24 | $910.0M | $1.4B | ||
| Q2 24 | $999.4M | $1.5B | ||
| Q1 24 | $1.1B | $1.4B |
净利润BLMNHUBB
| Q4 25 | $-13.5M | $217.7M | ||
| Q3 25 | $-45.9M | $255.5M | ||
| Q2 25 | $25.4M | $244.2M | ||
| Q1 25 | $42.2M | $169.7M | ||
| Q4 24 | $-79.5M | $197.0M | ||
| Q3 24 | $6.9M | $219.4M | ||
| Q2 24 | $28.4M | $213.6M | ||
| Q1 24 | $-83.9M | $147.8M |
毛利率BLMNHUBB
| Q4 25 | 70.2% | 34.6% | ||
| Q3 25 | 70.4% | 36.2% | ||
| Q2 25 | 70.2% | 37.2% | ||
| Q1 25 | 70.1% | 33.1% | ||
| Q4 24 | 71.6% | 33.8% | ||
| Q3 24 | 71.3% | 34.5% | ||
| Q2 24 | 70.5% | 35.0% | ||
| Q1 24 | 70.5% | 32.0% |
营业利润率BLMNHUBB
| Q4 25 | -1.4% | 20.3% | ||
| Q3 25 | -3.9% | 22.0% | ||
| Q2 25 | 3.0% | 22.7% | ||
| Q1 25 | 5.5% | 17.5% | ||
| Q4 24 | 1.7% | 19.3% | ||
| Q3 24 | 0.9% | 21.1% | ||
| Q2 24 | 4.4% | 20.7% | ||
| Q1 24 | 6.6% | 16.3% |
净利率BLMNHUBB
| Q4 25 | -1.4% | 14.6% | ||
| Q3 25 | -4.9% | 17.0% | ||
| Q2 25 | 2.5% | 16.5% | ||
| Q1 25 | 4.0% | 12.4% | ||
| Q4 24 | -8.2% | 14.8% | ||
| Q3 24 | 0.8% | 15.2% | ||
| Q2 24 | 2.8% | 14.7% | ||
| Q1 24 | -7.8% | 10.6% |
每股收益（稀释后）BLMNHUBB
| Q4 25 | $-0.16 | $4.06 | ||
| Q3 25 | $-0.54 | $4.77 | ||
| Q2 25 | $0.30 | $4.56 | ||
| Q1 25 | $0.50 | $3.15 | ||
| Q4 24 | $-0.93 | $3.65 | ||
| Q3 24 | $0.08 | $4.05 | ||
| Q2 24 | $0.32 | $3.94 | ||
| Q1 24 | $-0.96 | $2.73 |
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 | $497.9M |
| 总债务越低越好 | $787.4M | — |
| 股东权益账面价值 | $333.6M | $3.8B |
| 总资产 | $3.2B | $8.2B |
| 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BLMNHUBB
| Q4 25 | $59.5M | $497.9M | ||
| Q3 25 | $66.5M | $680.9M | ||
| Q2 25 | $50.3M | $399.6M | ||
| Q1 25 | $57.7M | $360.3M | ||
| Q4 24 | $70.1M | $345.0M | ||
| Q3 24 | $83.6M | $445.6M | ||
| Q2 24 | $117.9M | $406.5M | ||
| Q1 24 | $131.7M | $400.3M |
总债务BLMNHUBB
| Q4 25 | $787.4M | — | ||
| Q3 25 | $962.2M | $1.4B | ||
| Q2 25 | $917.1M | $1.4B | ||
| Q1 25 | $917.6M | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.0B | $1.9B | ||
| Q1 24 | $951.8M | $1.9B |
股东权益BLMNHUBB
| Q4 25 | $333.6M | $3.8B | ||
| Q3 25 | $344.1M | $3.7B | ||
| Q2 25 | $397.2M | $3.5B | ||
| Q1 25 | $380.6M | $3.3B | ||
| Q4 24 | $135.5M | $3.3B | ||
| Q3 24 | $242.1M | $3.2B | ||
| Q2 24 | $286.8M | $3.1B | ||
| Q1 24 | $302.7M | $2.9B |
总资产BLMNHUBB
| Q4 25 | $3.2B | $8.2B | ||
| Q3 25 | $3.3B | $7.5B | ||
| Q2 25 | $3.3B | $7.1B | ||
| Q1 25 | $3.3B | $6.9B | ||
| Q4 24 | $3.4B | $6.7B | ||
| Q3 24 | $3.4B | $6.9B | ||
| Q2 24 | $3.4B | $6.9B | ||
| Q1 24 | $3.4B | $6.9B |
负债/权益比BLMNHUBB
| Q4 25 | 2.36× | — | ||
| Q3 25 | 2.80× | 0.39× | ||
| Q2 25 | 2.31× | 0.41× | ||
| Q1 25 | 2.41× | 0.44× | ||
| Q4 24 | 7.58× | 0.44× | ||
| Q3 24 | 4.51× | 0.51× | ||
| Q2 24 | 3.49× | 0.63× | ||
| Q1 24 | 3.14× | 0.65× |
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 | $447.5M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $388.8M |
| 自由现金流率自由现金流/营收 | 6.5% | 26.0% |
| 资本支出强度资本支出/营收 | 5.7% | 3.9% |
| 现金转化率经营现金流/净利润 | — | 2.06× |
| 过去12个月自由现金流最近4个季度 | $96.8M | $874.7M |
8季度趋势，按日历期对齐
经营现金流BLMNHUBB
| Q4 25 | $119.1M | $447.5M | ||
| Q3 25 | $34.4M | $284.3M | ||
| Q2 25 | $49.7M | $260.6M | ||
| Q1 25 | $73.5M | $37.4M | ||
| Q4 24 | $119.8M | $432.4M | ||
| Q3 24 | $-7.8M | $227.0M | ||
| Q2 24 | $42.4M | $239.6M | ||
| Q1 24 | $73.8M | $92.2M |
自由现金流BLMNHUBB
| Q4 25 | $63.7M | $388.8M | ||
| Q3 25 | $-5.7M | $253.8M | ||
| Q2 25 | $11.1M | $220.7M | ||
| Q1 25 | $27.7M | $11.4M | ||
| Q4 24 | $66.7M | $364.4M | ||
| Q3 24 | $-67.3M | $188.8M | ||
| Q2 24 | $-12.1M | $205.7M | ||
| Q1 24 | $20.0M | $51.9M |
自由现金流率BLMNHUBB
| Q4 25 | 6.5% | 26.0% | ||
| Q3 25 | -0.6% | 16.9% | ||
| Q2 25 | 1.1% | 14.9% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 6.9% | 27.3% | ||
| Q3 24 | -7.4% | 13.1% | ||
| Q2 24 | -1.2% | 14.2% | ||
| Q1 24 | 1.9% | 3.7% |
资本支出强度BLMNHUBB
| Q4 25 | 5.7% | 3.9% | ||
| Q3 25 | 4.3% | 2.0% | ||
| Q2 25 | 3.8% | 2.7% | ||
| Q1 25 | 4.4% | 1.9% | ||
| Q4 24 | 5.5% | 5.1% | ||
| Q3 24 | 6.5% | 2.6% | ||
| Q2 24 | 5.5% | 2.3% | ||
| Q1 24 | 5.0% | 2.9% |
现金转化率BLMNHUBB
| Q4 25 | — | 2.06× | ||
| Q3 25 | — | 1.11× | ||
| Q2 25 | 1.95× | 1.07× | ||
| Q1 25 | 1.74× | 0.22× | ||
| Q4 24 | — | 2.19× | ||
| Q3 24 | -1.13× | 1.03× | ||
| Q2 24 | 1.49× | 1.12× | ||
| Q1 24 | — | 0.62× |
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% |
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
