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Bloomin' Brands, Inc.（BLMN）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.2倍（$975.2M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -1.4%，领先14.6%），Rithm Capital Corp.同比增速更快（508.5% vs 0.3%），过去两年Bloomin' Brands, Inc.的营收复合增速更高（-4.5% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
BLMN vs RITM — 直观对比
营收规模更大
BLMN
是对方的1.2倍
$828.2M
营收增速更快
RITM
高出508.1%
0.3%
净利率更高
RITM
高出14.6%
-1.4%
两年增速更快
BLMN
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $828.2M |
| 净利润 | $-13.5M | $109.5M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | 29.9% |
| 净利率 | -1.4% | 13.2% |
| 营收同比 | 0.3% | 508.5% |
| 净利润同比 | 83.0% | 27.7% |
| 每股收益（稀释后） | $-0.16 | $0.12 |
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BLMNRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $975.2M | $1.5B | ||
| Q3 25 | $928.8M | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $768.4M | ||
| Q4 24 | $972.0M | $2.1B | ||
| Q3 24 | $910.0M | $619.5M | ||
| Q2 24 | $999.4M | $1.2B |
净利润BLMNRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-13.5M | $85.0M | ||
| Q3 25 | $-45.9M | $221.5M | ||
| Q2 25 | $25.4M | $311.7M | ||
| Q1 25 | $42.2M | $78.8M | ||
| Q4 24 | $-79.5M | $290.2M | ||
| Q3 24 | $6.9M | $121.7M | ||
| Q2 24 | $28.4M | $235.6M |
毛利率BLMNRITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率BLMNRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -1.4% | 13.8% | ||
| Q3 25 | -3.9% | 21.4% | ||
| Q2 25 | 3.0% | 25.2% | ||
| Q1 25 | 5.5% | 7.4% | ||
| Q4 24 | 1.7% | 23.8% | ||
| Q3 24 | 0.9% | 7.3% | ||
| Q2 24 | 4.4% | 23.6% |
净利率BLMNRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -1.4% | 5.7% | ||
| Q3 25 | -4.9% | 20.0% | ||
| Q2 25 | 2.5% | 25.6% | ||
| Q1 25 | 4.0% | 10.3% | ||
| Q4 24 | -8.2% | 14.0% | ||
| Q3 24 | 0.8% | 19.7% | ||
| Q2 24 | 2.8% | 19.2% |
每股收益（稀释后）BLMNRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.16 | $0.09 | ||
| Q3 25 | $-0.54 | $0.35 | ||
| Q2 25 | $0.30 | $0.53 | ||
| Q1 25 | $0.50 | $0.07 | ||
| Q4 24 | $-0.93 | $0.50 | ||
| Q3 24 | $0.08 | $0.20 | ||
| Q2 24 | $0.32 | $0.43 |
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 | $9.1B |
| 总资产 | $3.2B | $53.4B |
| 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BLMNRITM
| Q1 26 | — | — | ||
| Q4 25 | $59.5M | $1.8B | ||
| Q3 25 | $66.5M | $1.6B | ||
| Q2 25 | $50.3M | $1.6B | ||
| Q1 25 | $57.7M | $1.5B | ||
| Q4 24 | $70.1M | $1.5B | ||
| Q3 24 | $83.6M | $1.6B | ||
| Q2 24 | $117.9M | $1.2B |
总债务BLMNRITM
| Q1 26 | — | — | ||
| Q4 25 | $787.4M | $35.4B | ||
| Q3 25 | $962.2M | $32.2B | ||
| Q2 25 | $917.1M | $31.2B | ||
| Q1 25 | $917.6M | $32.2B | ||
| Q4 24 | $1.0B | $32.6B | ||
| Q3 24 | $1.1B | $29.6B | ||
| Q2 24 | $1.0B | $30.1B |
股东权益BLMNRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $333.6M | $8.4B | ||
| Q3 25 | $344.1M | $8.5B | ||
| Q2 25 | $397.2M | $7.9B | ||
| Q1 25 | $380.6M | $7.8B | ||
| Q4 24 | $135.5M | $7.8B | ||
| Q3 24 | $242.1M | $7.7B | ||
| Q2 24 | $286.8M | $7.3B |
总资产BLMNRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.2B | $53.1B | ||
| Q3 25 | $3.3B | $47.2B | ||
| Q2 25 | $3.3B | $44.3B | ||
| Q1 25 | $3.3B | $45.3B | ||
| Q4 24 | $3.4B | $46.0B | ||
| Q3 24 | $3.4B | $42.3B | ||
| Q2 24 | $3.4B | $42.0B |
负债/权益比BLMNRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 4.20× | ||
| Q3 25 | 2.80× | 3.79× | ||
| Q2 25 | 2.31× | 3.92× | ||
| Q1 25 | 2.41× | 4.14× | ||
| Q4 24 | 7.58× | 4.18× | ||
| Q3 24 | 4.51× | 3.87× | ||
| Q2 24 | 3.49× | 4.10× |
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% | — |
| 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BLMNRITM
| Q1 26 | — | — | ||
| Q4 25 | $119.1M | $-114.6M | ||
| Q3 25 | $34.4M | $-2.0B | ||
| Q2 25 | $49.7M | $-557.1M | ||
| Q1 25 | $73.5M | $1.4B | ||
| Q4 24 | $119.8M | $-1.8B | ||
| Q3 24 | $-7.8M | $768.1M | ||
| Q2 24 | $42.4M | $-55.7M |
自由现金流BLMNRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率BLMNRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度BLMNRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率BLMNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | 1.95× | -1.79× | ||
| Q1 25 | 1.74× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | -1.13× | 6.31× | ||
| Q2 24 | 1.49× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
