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Bloomin' Brands, Inc.（BLMN）与PIPER SANDLER COMPANIES（PIPR）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PIPER SANDLER COMPANIES的1.5倍（$975.2M vs $667.0M），PIPER SANDLER COMPANIES净利率更高（17.1% vs -1.4%，领先18.5%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs 0.3%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% 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。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
BLMN vs PIPR — 直观对比
营收规模更大
BLMN
是对方的1.5倍
$667.0M
营收增速更快
PIPR
高出37.1%
0.3%
净利率更高
PIPR
高出18.5%
-1.4%
两年增速更快
PIPR
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $667.0M |
| 净利润 | $-13.5M | $114.0M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | 28.3% |
| 净利率 | -1.4% | 17.1% |
| 营收同比 | 0.3% | 37.4% |
| 净利润同比 | 83.0% | 65.0% |
| 每股收益（稀释后） | $-0.16 | $6.41 |
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BLMNPIPR
| Q4 25 | $975.2M | $667.0M | ||
| Q3 25 | $928.8M | $480.1M | ||
| Q2 25 | $1.0B | $398.6M | ||
| Q1 25 | $1.0B | $358.6M | ||
| Q4 24 | $972.0M | $485.4M | ||
| Q3 24 | $910.0M | $360.9M | ||
| Q2 24 | $999.4M | $340.8M | ||
| Q1 24 | $1.1B | $344.4M |
净利润BLMNPIPR
| Q4 25 | $-13.5M | $114.0M | ||
| Q3 25 | $-45.9M | $60.3M | ||
| Q2 25 | $25.4M | $42.2M | ||
| Q1 25 | $42.2M | $64.9M | ||
| Q4 24 | $-79.5M | $69.1M | ||
| Q3 24 | $6.9M | $34.8M | ||
| Q2 24 | $28.4M | $34.8M | ||
| Q1 24 | $-83.9M | $42.5M |
毛利率BLMNPIPR
| 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BLMNPIPR
| Q4 25 | -1.4% | 28.3% | ||
| Q3 25 | -3.9% | 22.4% | ||
| Q2 25 | 3.0% | 12.3% | ||
| Q1 25 | 5.5% | 8.2% | ||
| Q4 24 | 1.7% | 16.9% | ||
| Q3 24 | 0.9% | 15.4% | ||
| Q2 24 | 4.4% | 8.3% | ||
| Q1 24 | 6.6% | 15.2% |
净利率BLMNPIPR
| Q4 25 | -1.4% | 17.1% | ||
| Q3 25 | -4.9% | 12.6% | ||
| Q2 25 | 2.5% | 10.6% | ||
| Q1 25 | 4.0% | 18.1% | ||
| Q4 24 | -8.2% | 14.2% | ||
| Q3 24 | 0.8% | 9.6% | ||
| Q2 24 | 2.8% | 10.2% | ||
| Q1 24 | -7.8% | 12.3% |
每股收益（稀释后）BLMNPIPR
| Q4 25 | $-0.16 | $6.41 | ||
| Q3 25 | $-0.54 | $3.38 | ||
| Q2 25 | $0.30 | $2.38 | ||
| Q1 25 | $0.50 | $3.65 | ||
| Q4 24 | $-0.93 | $3.88 | ||
| Q3 24 | $0.08 | $1.96 | ||
| Q2 24 | $0.32 | $1.97 | ||
| Q1 24 | $-0.96 | $2.43 |
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 | — |
| 股东权益账面价值 | $333.6M | $1.4B |
| 总资产 | $3.2B | $2.6B |
| 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BLMNPIPR
| Q4 25 | $59.5M | — | ||
| Q3 25 | $66.5M | — | ||
| Q2 25 | $50.3M | — | ||
| Q1 25 | $57.7M | — | ||
| Q4 24 | $70.1M | — | ||
| Q3 24 | $83.6M | — | ||
| Q2 24 | $117.9M | — | ||
| Q1 24 | $131.7M | — |
总债务BLMNPIPR
| 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 | — |
股东权益BLMNPIPR
| Q4 25 | $333.6M | $1.4B | ||
| Q3 25 | $344.1M | $1.3B | ||
| Q2 25 | $397.2M | $1.2B | ||
| Q1 25 | $380.6M | $1.2B | ||
| Q4 24 | $135.5M | $1.2B | ||
| Q3 24 | $242.1M | $1.2B | ||
| Q2 24 | $286.8M | $1.1B | ||
| Q1 24 | $302.7M | $1.1B |
总资产BLMNPIPR
| Q4 25 | $3.2B | $2.6B | ||
| Q3 25 | $3.3B | $2.2B | ||
| Q2 25 | $3.3B | $2.0B | ||
| Q1 25 | $3.3B | $1.8B | ||
| Q4 24 | $3.4B | $2.3B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.4B | $1.9B | ||
| Q1 24 | $3.4B | $1.8B |
负债/权益比BLMNPIPR
| 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 | $729.8M |
| 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% | — |
| 现金转化率经营现金流/净利润 | — | 6.40× |
| 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BLMNPIPR
| Q4 25 | $119.1M | $729.8M | ||
| Q3 25 | $34.4M | $31.9M | ||
| Q2 25 | $49.7M | $32.1M | ||
| Q1 25 | $73.5M | $-207.2M | ||
| Q4 24 | $119.8M | $163.8M | ||
| Q3 24 | $-7.8M | $80.1M | ||
| Q2 24 | $42.4M | $266.5M | ||
| Q1 24 | $73.8M | $-197.2M |
自由现金流BLMNPIPR
| Q4 25 | $63.7M | — | ||
| Q3 25 | $-5.7M | — | ||
| Q2 25 | $11.1M | — | ||
| Q1 25 | $27.7M | — | ||
| Q4 24 | $66.7M | — | ||
| Q3 24 | $-67.3M | — | ||
| Q2 24 | $-12.1M | — | ||
| Q1 24 | $20.0M | — |
自由现金流率BLMNPIPR
| Q4 25 | 6.5% | — | ||
| Q3 25 | -0.6% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | -7.4% | — | ||
| Q2 24 | -1.2% | — | ||
| Q1 24 | 1.9% | — |
资本支出强度BLMNPIPR
| Q4 25 | 5.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 5.5% | — | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 5.5% | — | ||
| Q1 24 | 5.0% | — |
现金转化率BLMNPIPR
| Q4 25 | — | 6.40× | ||
| Q3 25 | — | 0.53× | ||
| Q2 25 | 1.95× | 0.76× | ||
| Q1 25 | 1.74× | -3.19× | ||
| Q4 24 | — | 2.37× | ||
| Q3 24 | -1.13× | 2.30× | ||
| Q2 24 | 1.49× | 7.66× | ||
| Q1 24 | — | -4.64× |
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% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
