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Bloomin' Brands, Inc.（BLMN）与微芯科技（MCHP）财务数据对比。点击上方公司名可切换其他公司
微芯科技的季度营收约是Bloomin' Brands, Inc.的1.2倍（$1.2B vs $975.2M），微芯科技净利率更高（5.3% vs -1.4%，领先6.7%），微芯科技同比增速更快（15.6% vs 0.3%），微芯科技自由现金流更多（$318.9M vs $63.7M），过去两年Bloomin' Brands, Inc.的营收复合增速更高（-4.5% vs -5.4%）
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。
微芯科技（Microchip Technology）是美国知名上市半导体企业，主营微控制器、混合信号芯片、模拟芯片及闪存知识产权（Flash-IP）相关集成电路的研发、生产与销售，产品覆盖工业控制、汽车电子、消费电子、物联网等众多领域，在全球半导体细分市场拥有领先地位。
BLMN vs MCHP — 直观对比
营收规模更大
MCHP
是对方的1.2倍
$975.2M
营收增速更快
MCHP
高出15.3%
0.3%
净利率更高
MCHP
高出6.7%
-1.4%
自由现金流更多
MCHP
多$255.2M
$63.7M
两年增速更快
BLMN
近两年复合增速
-5.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.2B |
| 净利润 | $-13.5M | $62.7M |
| 毛利率 | 70.2% | 59.6% |
| 营业利润率 | -1.4% | 12.8% |
| 净利率 | -1.4% | 5.3% |
| 营收同比 | 0.3% | 15.6% |
| 净利润同比 | 83.0% | 217.0% |
| 每股收益（稀释后） | $-0.16 | $0.06 |
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BLMNMCHP
| Q4 25 | $975.2M | $1.2B | ||
| Q3 25 | $928.8M | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.0B | $970.5M | ||
| Q4 24 | $972.0M | $1.0B | ||
| Q3 24 | $910.0M | $1.2B | ||
| Q2 24 | $999.4M | $1.2B | ||
| Q1 24 | $1.1B | $1.3B |
净利润BLMNMCHP
| Q4 25 | $-13.5M | $62.7M | ||
| Q3 25 | $-45.9M | $41.7M | ||
| Q2 25 | $25.4M | $-18.6M | ||
| Q1 25 | $42.2M | $-154.6M | ||
| Q4 24 | $-79.5M | $-53.6M | ||
| Q3 24 | $6.9M | $78.4M | ||
| Q2 24 | $28.4M | $129.3M | ||
| Q1 24 | $-83.9M | $154.7M |
毛利率BLMNMCHP
| Q4 25 | 70.2% | 59.6% | ||
| Q3 25 | 70.4% | 55.9% | ||
| Q2 25 | 70.2% | 53.6% | ||
| Q1 25 | 70.1% | 51.6% | ||
| Q4 24 | 71.6% | 54.7% | ||
| Q3 24 | 71.3% | 57.4% | ||
| Q2 24 | 70.5% | 59.4% | ||
| Q1 24 | 70.5% | 59.6% |
营业利润率BLMNMCHP
| Q4 25 | -1.4% | 12.8% | ||
| Q3 25 | -3.9% | 7.8% | ||
| Q2 25 | 3.0% | 3.0% | ||
| Q1 25 | 5.5% | -10.3% | ||
| Q4 24 | 1.7% | 3.0% | ||
| Q3 24 | 0.9% | 12.6% | ||
| Q2 24 | 4.4% | 17.7% | ||
| Q1 24 | 6.6% | 19.1% |
净利率BLMNMCHP
| Q4 25 | -1.4% | 5.3% | ||
| Q3 25 | -4.9% | 3.7% | ||
| Q2 25 | 2.5% | -1.7% | ||
| Q1 25 | 4.0% | -15.9% | ||
| Q4 24 | -8.2% | -5.2% | ||
| Q3 24 | 0.8% | 6.7% | ||
| Q2 24 | 2.8% | 10.4% | ||
| Q1 24 | -7.8% | 11.7% |
每股收益（稀释后）BLMNMCHP
| Q4 25 | $-0.16 | $0.06 | ||
| Q3 25 | $-0.54 | $0.03 | ||
| Q2 25 | $0.30 | $-0.09 | ||
| Q1 25 | $0.50 | $-0.29 | ||
| Q4 24 | $-0.93 | $-0.10 | ||
| Q3 24 | $0.08 | $0.14 | ||
| Q2 24 | $0.32 | $0.24 | ||
| Q1 24 | $-0.96 | $0.29 |
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 | $250.7M |
| 总债务越低越好 | $787.4M | $5.4B |
| 股东权益账面价值 | $333.6M | $6.6B |
| 总资产 | $3.2B | $14.3B |
| 负债/权益比越低杠杆越低 | 2.36× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资BLMNMCHP
| Q4 25 | $59.5M | $250.7M | ||
| Q3 25 | $66.5M | $236.8M | ||
| Q2 25 | $50.3M | $566.5M | ||
| Q1 25 | $57.7M | $771.7M | ||
| Q4 24 | $70.1M | $586.0M | ||
| Q3 24 | $83.6M | $286.1M | ||
| Q2 24 | $117.9M | $315.1M | ||
| Q1 24 | $131.7M | $319.7M |
总债务BLMNMCHP
| Q4 25 | $787.4M | $5.4B | ||
| Q3 25 | $962.2M | $5.4B | ||
| Q2 25 | $917.1M | $5.5B | ||
| Q1 25 | $917.6M | $5.6B | ||
| Q4 24 | $1.0B | $6.7B | ||
| Q3 24 | $1.1B | $6.4B | ||
| Q2 24 | $1.0B | $6.2B | ||
| Q1 24 | $951.8M | $6.0B |
股东权益BLMNMCHP
| Q4 25 | $333.6M | $6.6B | ||
| Q3 25 | $344.1M | $6.7B | ||
| Q2 25 | $397.2M | $6.9B | ||
| Q1 25 | $380.6M | $7.1B | ||
| Q4 24 | $135.5M | $6.0B | ||
| Q3 24 | $242.1M | $6.3B | ||
| Q2 24 | $286.8M | $6.4B | ||
| Q1 24 | $302.7M | $6.7B |
总资产BLMNMCHP
| Q4 25 | $3.2B | $14.3B | ||
| Q3 25 | $3.3B | $14.5B | ||
| Q2 25 | $3.3B | $15.0B | ||
| Q1 25 | $3.3B | $15.4B | ||
| Q4 24 | $3.4B | $15.6B | ||
| Q3 24 | $3.4B | $15.6B | ||
| Q2 24 | $3.4B | $15.8B | ||
| Q1 24 | $3.4B | $15.9B |
负债/权益比BLMNMCHP
| Q4 25 | 2.36× | 0.82× | ||
| Q3 25 | 2.80× | 0.80× | ||
| Q2 25 | 2.31× | 0.80× | ||
| Q1 25 | 2.41× | 0.80× | ||
| Q4 24 | 7.58× | 1.12× | ||
| Q3 24 | 4.51× | 1.02× | ||
| Q2 24 | 3.49× | 0.96× | ||
| Q1 24 | 3.14× | 0.90× |
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 | $341.4M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $318.9M |
| 自由现金流率自由现金流/营收 | 6.5% | 26.9% |
| 资本支出强度资本支出/营收 | 5.7% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 5.44× |
| 过去12个月自由现金流最近4个季度 | $96.8M | $819.9M |
8季度趋势，按日历期对齐
经营现金流BLMNMCHP
| Q4 25 | $119.1M | $341.4M | ||
| Q3 25 | $34.4M | $88.1M | ||
| Q2 25 | $49.7M | $275.6M | ||
| Q1 25 | $73.5M | $205.9M | ||
| Q4 24 | $119.8M | $271.5M | ||
| Q3 24 | $-7.8M | $43.6M | ||
| Q2 24 | $42.4M | $377.1M | ||
| Q1 24 | $73.8M | $430.0M |
自由现金流BLMNMCHP
| Q4 25 | $63.7M | $318.9M | ||
| Q3 25 | $-5.7M | $51.6M | ||
| Q2 25 | $11.1M | $257.7M | ||
| Q1 25 | $27.7M | $191.7M | ||
| Q4 24 | $66.7M | $253.4M | ||
| Q3 24 | $-67.3M | $22.8M | ||
| Q2 24 | $-12.1M | $304.2M | ||
| Q1 24 | $20.0M | $389.9M |
自由现金流率BLMNMCHP
| Q4 25 | 6.5% | 26.9% | ||
| Q3 25 | -0.6% | 4.5% | ||
| Q2 25 | 1.1% | 24.0% | ||
| Q1 25 | 2.6% | 19.8% | ||
| Q4 24 | 6.9% | 24.7% | ||
| Q3 24 | -7.4% | 2.0% | ||
| Q2 24 | -1.2% | 24.5% | ||
| Q1 24 | 1.9% | 29.4% |
资本支出强度BLMNMCHP
| Q4 25 | 5.7% | 1.9% | ||
| Q3 25 | 4.3% | 3.2% | ||
| Q2 25 | 3.8% | 1.7% | ||
| Q1 25 | 4.4% | 1.5% | ||
| Q4 24 | 5.5% | 1.8% | ||
| Q3 24 | 6.5% | 1.8% | ||
| Q2 24 | 5.5% | 5.9% | ||
| Q1 24 | 5.0% | 3.0% |
现金转化率BLMNMCHP
| Q4 25 | — | 5.44× | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -1.13× | 0.56× | ||
| Q2 24 | 1.49× | 2.92× | ||
| Q1 24 | — | 2.78× |
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% |
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
