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Bloomin' Brands, Inc.（BLMN）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Bloomin' Brands, Inc.的2.0倍（$1.9B vs $975.2M），Masco净利率更高（11.9% vs -1.4%，领先13.3%），Masco同比增速更快（6.5% vs 0.3%），过去两年Masco的营收复合增速更高（-4.2% 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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
BLMN vs MAS — 直观对比
营收规模更大
MAS
是对方的2.0倍
$975.2M
营收增速更快
MAS
高出6.2%
0.3%
净利率更高
MAS
高出13.3%
-1.4%
两年增速更快
MAS
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.9B |
| 净利润 | $-13.5M | $228.0M |
| 毛利率 | 70.2% | 35.8% |
| 营业利润率 | -1.4% | 16.5% |
| 净利率 | -1.4% | 11.9% |
| 营收同比 | 0.3% | 6.5% |
| 净利润同比 | 83.0% | 14.5% |
| 每股收益（稀释后） | $-0.16 | — |
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BLMNMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $975.2M | $1.8B | ||
| Q3 25 | $928.8M | $1.9B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $972.0M | $1.8B | ||
| Q3 24 | $910.0M | $2.0B | ||
| Q2 24 | $999.4M | $2.1B |
净利润BLMNMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $-13.5M | $165.0M | ||
| Q3 25 | $-45.9M | $189.0M | ||
| Q2 25 | $25.4M | $270.0M | ||
| Q1 25 | $42.2M | $186.0M | ||
| Q4 24 | $-79.5M | $182.0M | ||
| Q3 24 | $6.9M | $167.0M | ||
| Q2 24 | $28.4M | $258.0M |
毛利率BLMNMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 70.2% | 33.9% | ||
| Q3 25 | 70.4% | 34.2% | ||
| Q2 25 | 70.2% | 37.6% | ||
| Q1 25 | 70.1% | 35.8% | ||
| Q4 24 | 71.6% | 34.8% | ||
| Q3 24 | 71.3% | 36.6% | ||
| Q2 24 | 70.5% | 37.5% |
营业利润率BLMNMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | -1.4% | 13.8% | ||
| Q3 25 | -3.9% | 15.8% | ||
| Q2 25 | 3.0% | 20.1% | ||
| Q1 25 | 5.5% | 15.9% | ||
| Q4 24 | 1.7% | 15.9% | ||
| Q3 24 | 0.9% | 18.0% | ||
| Q2 24 | 4.4% | 19.0% |
净利率BLMNMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | -1.4% | 9.2% | ||
| Q3 25 | -4.9% | 9.9% | ||
| Q2 25 | 2.5% | 13.2% | ||
| Q1 25 | 4.0% | 10.3% | ||
| Q4 24 | -8.2% | 10.0% | ||
| Q3 24 | 0.8% | 8.4% | ||
| Q2 24 | 2.8% | 12.3% |
每股收益（稀释后）BLMNMAS
| Q1 26 | — | — | ||
| Q4 25 | $-0.16 | $0.81 | ||
| Q3 25 | $-0.54 | $0.90 | ||
| Q2 25 | $0.30 | $1.28 | ||
| Q1 25 | $0.50 | $0.87 | ||
| Q4 24 | $-0.93 | $0.85 | ||
| Q3 24 | $0.08 | $0.77 | ||
| Q2 24 | $0.32 | $1.17 |
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 | — |
| 总债务越低越好 | $787.4M | $2.9B |
| 股东权益账面价值 | $333.6M | $27.0M |
| 总资产 | $3.2B | $5.2B |
| 负债/权益比越低杠杆越低 | 2.36× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资BLMNMAS
| Q1 26 | — | — | ||
| Q4 25 | $59.5M | $647.0M | ||
| Q3 25 | $66.5M | $559.0M | ||
| Q2 25 | $50.3M | $390.0M | ||
| Q1 25 | $57.7M | $377.0M | ||
| Q4 24 | $70.1M | $634.0M | ||
| Q3 24 | $83.6M | $646.0M | ||
| Q2 24 | $117.9M | $398.0M |
总债务BLMNMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $787.4M | $2.9B | ||
| Q3 25 | $962.2M | — | ||
| Q2 25 | $917.1M | — | ||
| Q1 25 | $917.6M | — | ||
| Q4 24 | $1.0B | $2.9B | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.0B | — |
股东权益BLMNMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $333.6M | $-185.0M | ||
| Q3 25 | $344.1M | $-78.0M | ||
| Q2 25 | $397.2M | $-84.0M | ||
| Q1 25 | $380.6M | $-254.0M | ||
| Q4 24 | $135.5M | $-279.0M | ||
| Q3 24 | $242.1M | $-88.0M | ||
| Q2 24 | $286.8M | $-26.0M |
总资产BLMNMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $3.2B | $5.2B | ||
| Q3 25 | $3.3B | $5.3B | ||
| Q2 25 | $3.3B | $5.3B | ||
| Q1 25 | $3.3B | $5.1B | ||
| Q4 24 | $3.4B | $5.0B | ||
| Q3 24 | $3.4B | $5.3B | ||
| Q2 24 | $3.4B | $5.4B |
负债/权益比BLMNMAS
| Q1 26 | — | 109.07× | ||
| 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× | — |
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% | 1.8% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流BLMNMAS
| Q1 26 | — | — | ||
| Q4 25 | $119.1M | $418.0M | ||
| Q3 25 | $34.4M | $456.0M | ||
| Q2 25 | $49.7M | $306.0M | ||
| Q1 25 | $73.5M | $-158.0M | ||
| Q4 24 | $119.8M | $407.0M | ||
| Q3 24 | $-7.8M | $416.0M | ||
| Q2 24 | $42.4M | $346.0M |
自由现金流BLMNMAS
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $371.0M | ||
| Q3 25 | $-5.7M | $415.0M | ||
| Q2 25 | $11.1M | $270.0M | ||
| Q1 25 | $27.7M | $-190.0M | ||
| Q4 24 | $66.7M | $351.0M | ||
| Q3 24 | $-67.3M | $378.0M | ||
| Q2 24 | $-12.1M | $303.0M |
自由现金流率BLMNMAS
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 20.7% | ||
| Q3 25 | -0.6% | 21.6% | ||
| Q2 25 | 1.1% | 13.2% | ||
| Q1 25 | 2.6% | -10.5% | ||
| Q4 24 | 6.9% | 19.2% | ||
| Q3 24 | -7.4% | 19.1% | ||
| Q2 24 | -1.2% | 14.5% |
资本支出强度BLMNMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 5.7% | 2.6% | ||
| Q3 25 | 4.3% | 2.1% | ||
| Q2 25 | 3.8% | 1.8% | ||
| Q1 25 | 4.4% | 1.8% | ||
| Q4 24 | 5.5% | 3.1% | ||
| Q3 24 | 6.5% | 1.9% | ||
| Q2 24 | 5.5% | 2.1% |
现金转化率BLMNMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.53× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | 1.95× | 1.13× | ||
| Q1 25 | 1.74× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | -1.13× | 2.49× | ||
| Q2 24 | 1.49× | 1.34× |
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% |
MAS
暂无分部数据
