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Bloomin' Brands, Inc.（BLMN）与Mid-America Apartment Communities（MAA）财务数据对比。点击上方公司名可切换其他公司
Bloomin' Brands, Inc.的季度营收约是Mid-America Apartment Communities的1.8倍（$975.2M vs $555.6M），Mid-America Apartment Communities净利率更高（10.4% vs -1.4%，领先11.7%），Mid-America Apartment Communities同比增速更快（1.0% vs 0.3%），Mid-America Apartment Communities自由现金流更多（$158.6M vs $63.7M），过去两年Mid-America Apartment Communities的营收复合增速更高（1.1% 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。
Mid-America Apartment Communities（股票代码：MAA）是一家公开上市的房地产投资信托基金，总部位于美国田纳西州孟菲斯市，核心业务为投资美国东南部及西南部地区的公寓物业，深耕美国高增长区域住宅不动产赛道，为股东创造稳定的长期投资回报。
BLMN vs MAA — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $555.6M |
| 净利润 | $-13.5M | $57.6M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | 10.4% |
| 净利率 | -1.4% | 10.4% |
| 营收同比 | 0.3% | 1.0% |
| 净利润同比 | 83.0% | -65.5% |
| 每股收益（稀释后） | $-0.16 | $0.48 |
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
| Q4 25 | $975.2M | $555.6M | ||
| Q3 25 | $928.8M | $554.4M | ||
| Q2 25 | $1.0B | $549.9M | ||
| Q1 25 | $1.0B | $549.3M | ||
| Q4 24 | $972.0M | $549.8M | ||
| Q3 24 | $910.0M | $551.1M | ||
| Q2 24 | $999.4M | $546.4M | ||
| Q1 24 | $1.1B | $543.6M |
| Q4 25 | $-13.5M | $57.6M | ||
| Q3 25 | $-45.9M | $99.5M | ||
| Q2 25 | $25.4M | $108.1M | ||
| Q1 25 | $42.2M | $181.7M | ||
| Q4 24 | $-79.5M | $166.6M | ||
| Q3 24 | $6.9M | $115.2M | ||
| Q2 24 | $28.4M | $102.0M | ||
| Q1 24 | $-83.9M | $143.7M |
| 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% | — |
| Q4 25 | -1.4% | 10.4% | ||
| Q3 25 | -3.9% | 18.7% | ||
| Q2 25 | 3.0% | 20.2% | ||
| Q1 25 | 5.5% | 34.0% | ||
| Q4 24 | 1.7% | 31.3% | ||
| Q3 24 | 0.9% | 21.5% | ||
| Q2 24 | 4.4% | 19.3% | ||
| Q1 24 | 6.6% | 27.4% |
| Q4 25 | -1.4% | 10.4% | ||
| Q3 25 | -4.9% | 18.0% | ||
| Q2 25 | 2.5% | 19.7% | ||
| Q1 25 | 4.0% | 33.1% | ||
| Q4 24 | -8.2% | 30.3% | ||
| Q3 24 | 0.8% | 20.9% | ||
| Q2 24 | 2.8% | 18.7% | ||
| Q1 24 | -7.8% | 26.4% |
| Q4 25 | $-0.16 | $0.48 | ||
| Q3 25 | $-0.54 | $0.84 | ||
| Q2 25 | $0.30 | $0.92 | ||
| Q1 25 | $0.50 | $1.54 | ||
| Q4 24 | $-0.93 | $1.43 | ||
| Q3 24 | $0.08 | $0.98 | ||
| Q2 24 | $0.32 | $0.86 | ||
| Q1 24 | $-0.96 | $1.22 |
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 | $60.3M |
| 总债务越低越好 | $787.4M | — |
| 股东权益账面价值 | $333.6M | $5.7B |
| 总资产 | $3.2B | $12.0B |
| 负债/权益比越低杠杆越低 | 2.36× | — |
8季度趋势，按日历期对齐
| Q4 25 | $59.5M | $60.3M | ||
| Q3 25 | $66.5M | $32.2M | ||
| Q2 25 | $50.3M | $54.5M | ||
| Q1 25 | $57.7M | $55.8M | ||
| Q4 24 | $70.1M | $43.0M | ||
| Q3 24 | $83.6M | $50.2M | ||
| Q2 24 | $117.9M | $62.8M | ||
| Q1 24 | $131.7M | $54.6M |
| 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 | — |
| Q4 25 | $333.6M | $5.7B | ||
| Q3 25 | $344.1M | $5.8B | ||
| Q2 25 | $397.2M | $5.9B | ||
| Q1 25 | $380.6M | $5.9B | ||
| Q4 24 | $135.5M | $5.9B | ||
| Q3 24 | $242.1M | $5.9B | ||
| Q2 24 | $286.8M | $6.0B | ||
| Q1 24 | $302.7M | $6.1B |
| Q4 25 | $3.2B | $12.0B | ||
| Q3 25 | $3.3B | $11.9B | ||
| Q2 25 | $3.3B | $11.8B | ||
| Q1 25 | $3.3B | $11.8B | ||
| Q4 24 | $3.4B | $11.8B | ||
| Q3 24 | $3.4B | $11.8B | ||
| Q2 24 | $3.4B | $11.6B | ||
| Q1 24 | $3.4B | $11.5B |
| 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 | $261.7M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $158.6M |
| 自由现金流率自由现金流/营收 | 6.5% | 28.5% |
| 资本支出强度资本支出/营收 | 5.7% | 18.6% |
| 现金转化率经营现金流/净利润 | — | 4.55× |
| 过去12个月自由现金流最近4个季度 | $96.8M | $717.9M |
8季度趋势，按日历期对齐
| Q4 25 | $119.1M | $261.7M | ||
| Q3 25 | $34.4M | $266.4M | ||
| Q2 25 | $49.7M | $353.4M | ||
| Q1 25 | $73.5M | $196.6M | ||
| Q4 24 | $119.8M | $239.1M | ||
| Q3 24 | $-7.8M | $309.5M | ||
| Q2 24 | $42.4M | $349.4M | ||
| Q1 24 | $73.8M | $200.3M |
| Q4 25 | $63.7M | $158.6M | ||
| Q3 25 | $-5.7M | $170.8M | ||
| Q2 25 | $11.1M | $264.5M | ||
| Q1 25 | $27.7M | $124.0M | ||
| Q4 24 | $66.7M | $152.6M | ||
| Q3 24 | $-67.3M | $215.5M | ||
| Q2 24 | $-12.1M | $259.7M | ||
| Q1 24 | $20.0M | $148.2M |
| Q4 25 | 6.5% | 28.5% | ||
| Q3 25 | -0.6% | 30.8% | ||
| Q2 25 | 1.1% | 48.1% | ||
| Q1 25 | 2.6% | 22.6% | ||
| Q4 24 | 6.9% | 27.8% | ||
| Q3 24 | -7.4% | 39.1% | ||
| Q2 24 | -1.2% | 47.5% | ||
| Q1 24 | 1.9% | 27.3% |
| Q4 25 | 5.7% | 18.6% | ||
| Q3 25 | 4.3% | 17.2% | ||
| Q2 25 | 3.8% | 16.2% | ||
| Q1 25 | 4.4% | 13.2% | ||
| Q4 24 | 5.5% | 15.7% | ||
| Q3 24 | 6.5% | 17.1% | ||
| Q2 24 | 5.5% | 16.4% | ||
| Q1 24 | 5.0% | 9.6% |
| Q4 25 | — | 4.55× | ||
| Q3 25 | — | 2.68× | ||
| Q2 25 | 1.95× | 3.27× | ||
| Q1 25 | 1.74× | 1.08× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | -1.13× | 2.69× | ||
| Q2 24 | 1.49× | 3.43× | ||
| Q1 24 | — | 1.39× |
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% |
MAA
| Same Store | $515.5M | 93% |
| Non Same Store And Other | $36.8M | 7% |
