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Bloomin' Brands, Inc.（BLMN）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Bloomin' Brands, Inc.的1.2倍（$1.2B vs $975.2M），利氏兄弟拍卖行净利率更高（9.1% vs -1.4%，领先10.5%），利氏兄弟拍卖行同比增速更快（5.4% vs 0.3%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $63.7M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% 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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
BLMN vs RBA — 直观对比
营收规模更大
RBA
是对方的1.2倍
$975.2M
营收增速更快
RBA
高出5.1%
0.3%
净利率更高
RBA
高出10.5%
-1.4%
自由现金流更多
RBA
多$122.8M
$63.7M
两年增速更快
RBA
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.2B |
| 净利润 | $-13.5M | $109.7M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | 14.7% |
| 净利率 | -1.4% | 9.1% |
| 营收同比 | 0.3% | 5.4% |
| 净利润同比 | 83.0% | -7.4% |
| 每股收益（稀释后） | $-0.16 | $0.53 |
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BLMNRBA
| Q4 25 | $975.2M | $1.2B | ||
| Q3 25 | $928.8M | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $972.0M | $1.1B | ||
| Q3 24 | $910.0M | $981.8M | ||
| Q2 24 | $999.4M | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
净利润BLMNRBA
| Q4 25 | $-13.5M | $109.7M | ||
| Q3 25 | $-45.9M | $95.5M | ||
| Q2 25 | $25.4M | $109.8M | ||
| Q1 25 | $42.2M | $113.4M | ||
| Q4 24 | $-79.5M | $118.5M | ||
| Q3 24 | $6.9M | $76.1M | ||
| Q2 24 | $28.4M | $111.1M | ||
| Q1 24 | $-83.9M | $107.4M |
毛利率BLMNRBA
| 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BLMNRBA
| Q4 25 | -1.4% | 14.7% | ||
| Q3 25 | -3.9% | 14.5% | ||
| Q2 25 | 3.0% | 15.9% | ||
| Q1 25 | 5.5% | 17.1% | ||
| Q4 24 | 1.7% | 18.1% | ||
| Q3 24 | 0.9% | 15.6% | ||
| Q2 24 | 4.4% | 18.4% | ||
| Q1 24 | 6.6% | 18.7% |
净利率BLMNRBA
| Q4 25 | -1.4% | 9.1% | ||
| Q3 25 | -4.9% | 8.7% | ||
| Q2 25 | 2.5% | 9.3% | ||
| Q1 25 | 4.0% | 10.2% | ||
| Q4 24 | -8.2% | 10.4% | ||
| Q3 24 | 0.8% | 7.8% | ||
| Q2 24 | 2.8% | 10.1% | ||
| Q1 24 | -7.8% | 10.1% |
每股收益（稀释后）BLMNRBA
| Q4 25 | $-0.16 | $0.53 | ||
| Q3 25 | $-0.54 | $0.43 | ||
| Q2 25 | $0.30 | $0.53 | ||
| Q1 25 | $0.50 | $0.55 | ||
| Q4 24 | $-0.93 | $0.58 | ||
| Q3 24 | $0.08 | $0.36 | ||
| Q2 24 | $0.32 | $0.54 | ||
| Q1 24 | $-0.96 | $0.53 |
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 | $531.5M |
| 总债务越低越好 | $787.4M | $2.3B |
| 股东权益账面价值 | $333.6M | $5.6B |
| 总资产 | $3.2B | $12.1B |
| 负债/权益比越低杠杆越低 | 2.36× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资BLMNRBA
| Q4 25 | $59.5M | $531.5M | ||
| Q3 25 | $66.5M | $674.7M | ||
| Q2 25 | $50.3M | $710.2M | ||
| Q1 25 | $57.7M | $578.1M | ||
| Q4 24 | $70.1M | $533.9M | ||
| Q3 24 | $83.6M | $650.7M | ||
| Q2 24 | $117.9M | $599.5M | ||
| Q1 24 | $131.7M | $462.8M |
总债务BLMNRBA
| Q4 25 | $787.4M | $2.3B | ||
| Q3 25 | $962.2M | $2.6B | ||
| Q2 25 | $917.1M | $2.6B | ||
| Q1 25 | $917.6M | $2.6B | ||
| Q4 24 | $1.0B | $2.6B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.0B | $2.8B | ||
| Q1 24 | $951.8M | $2.9B |
股东权益BLMNRBA
| Q4 25 | $333.6M | $5.6B | ||
| Q3 25 | $344.1M | $5.5B | ||
| Q2 25 | $397.2M | $5.5B | ||
| Q1 25 | $380.6M | $5.3B | ||
| Q4 24 | $135.5M | $5.2B | ||
| Q3 24 | $242.1M | $5.2B | ||
| Q2 24 | $286.8M | $5.2B | ||
| Q1 24 | $302.7M | $5.1B |
总资产BLMNRBA
| Q4 25 | $3.2B | $12.1B | ||
| Q3 25 | $3.3B | $12.2B | ||
| Q2 25 | $3.3B | $12.2B | ||
| Q1 25 | $3.3B | $11.9B | ||
| Q4 24 | $3.4B | $11.8B | ||
| Q3 24 | $3.4B | $11.9B | ||
| Q2 24 | $3.4B | $12.1B | ||
| Q1 24 | $3.4B | $12.0B |
负债/权益比BLMNRBA
| Q4 25 | 2.36× | 0.42× | ||
| Q3 25 | 2.80× | 0.47× | ||
| Q2 25 | 2.31× | 0.47× | ||
| Q1 25 | 2.41× | 0.50× | ||
| Q4 24 | 7.58× | 0.50× | ||
| Q3 24 | 4.51× | 0.52× | ||
| Q2 24 | 3.49× | 0.55× | ||
| Q1 24 | 3.14× | 0.58× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $186.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 15.5% |
| 资本支出强度资本支出/营收 | 5.7% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $96.8M | $719.2M |
8季度趋势，按日历期对齐
经营现金流BLMNRBA
| Q4 25 | $119.1M | $255.2M | ||
| Q3 25 | $34.4M | $239.7M | ||
| Q2 25 | $49.7M | $326.5M | ||
| Q1 25 | $73.5M | $156.8M | ||
| Q4 24 | $119.8M | $184.5M | ||
| Q3 24 | $-7.8M | $285.4M | ||
| Q2 24 | $42.4M | $337.3M | ||
| Q1 24 | $73.8M | $124.8M |
自由现金流BLMNRBA
| Q4 25 | $63.7M | $186.5M | ||
| Q3 25 | $-5.7M | $188.5M | ||
| Q2 25 | $11.1M | $241.7M | ||
| Q1 25 | $27.7M | $102.5M | ||
| Q4 24 | $66.7M | $127.9M | ||
| Q3 24 | $-67.3M | $248.5M | ||
| Q2 24 | $-12.1M | $308.6M | ||
| Q1 24 | $20.0M | $79.6M |
自由现金流率BLMNRBA
| Q4 25 | 6.5% | 15.5% | ||
| Q3 25 | -0.6% | 17.3% | ||
| Q2 25 | 1.1% | 20.4% | ||
| Q1 25 | 2.6% | 9.2% | ||
| Q4 24 | 6.9% | 11.2% | ||
| Q3 24 | -7.4% | 25.3% | ||
| Q2 24 | -1.2% | 28.2% | ||
| Q1 24 | 1.9% | 7.5% |
资本支出强度BLMNRBA
| Q4 25 | 5.7% | 5.7% | ||
| Q3 25 | 4.3% | 4.7% | ||
| Q2 25 | 3.8% | 7.2% | ||
| Q1 25 | 4.4% | 4.9% | ||
| Q4 24 | 5.5% | 5.0% | ||
| Q3 24 | 6.5% | 3.8% | ||
| Q2 24 | 5.5% | 2.6% | ||
| Q1 24 | 5.0% | 4.2% |
现金转化率BLMNRBA
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | 1.95× | 2.97× | ||
| Q1 25 | 1.74× | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | -1.13× | 3.75× | ||
| Q2 24 | 1.49× | 3.04× | ||
| Q1 24 | — | 1.16× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
