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Bloomin' Brands, Inc.（BLMN）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是Bloomin' Brands, Inc.的2.0倍（$1.9B vs $975.2M），RPM INTERNATIONAL INC净利率更高（8.4% vs -1.4%，领先9.8%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 0.3%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $63.7M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
BLMN vs RPM — 直观对比
营收规模更大
RPM
是对方的2.0倍
$975.2M
营收增速更快
RPM
高出3.2%
0.3%
净利率更高
RPM
高出9.8%
-1.4%
自由现金流更多
RPM
多$232.7M
$63.7M
两年增速更快
RPM
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.9B |
| 净利润 | $-13.5M | $161.2M |
| 毛利率 | 70.2% | 40.8% |
| 营业利润率 | -1.4% | 11.0% |
| 净利率 | -1.4% | 8.4% |
| 营收同比 | 0.3% | 3.5% |
| 净利润同比 | 83.0% | -12.0% |
| 每股收益（稀释后） | $-0.16 | $1.26 |
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BLMNRPM
| Q4 25 | $975.2M | $1.9B | ||
| Q3 25 | $928.8M | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $972.0M | $1.8B | ||
| Q3 24 | $910.0M | $2.0B | ||
| Q2 24 | $999.4M | $2.0B | ||
| Q1 24 | $1.1B | $1.5B |
净利润BLMNRPM
| Q4 25 | $-13.5M | $161.2M | ||
| Q3 25 | $-45.9M | $227.6M | ||
| Q2 25 | $25.4M | $225.8M | ||
| Q1 25 | $42.2M | $52.0M | ||
| Q4 24 | $-79.5M | $183.2M | ||
| Q3 24 | $6.9M | $227.7M | ||
| Q2 24 | $28.4M | $180.6M | ||
| Q1 24 | $-83.9M | $61.2M |
毛利率BLMNRPM
| Q4 25 | 70.2% | 40.8% | ||
| Q3 25 | 70.4% | 42.3% | ||
| Q2 25 | 70.2% | 42.4% | ||
| Q1 25 | 70.1% | 38.4% | ||
| Q4 24 | 71.6% | 41.4% | ||
| Q3 24 | 71.3% | 42.5% | ||
| Q2 24 | 70.5% | 41.4% | ||
| Q1 24 | 70.5% | 39.9% |
营业利润率BLMNRPM
| Q4 25 | -1.4% | 11.0% | ||
| Q3 25 | -3.9% | 14.1% | ||
| Q2 25 | 3.0% | 11.9% | ||
| Q1 25 | 5.5% | 2.8% | ||
| Q4 24 | 1.7% | 11.5% | ||
| Q3 24 | 0.9% | 14.8% | ||
| Q2 24 | 4.4% | 11.9% | ||
| Q1 24 | 6.6% | 5.5% |
净利率BLMNRPM
| Q4 25 | -1.4% | 8.4% | ||
| Q3 25 | -4.9% | 10.8% | ||
| Q2 25 | 2.5% | 10.8% | ||
| Q1 25 | 4.0% | 3.5% | ||
| Q4 24 | -8.2% | 9.9% | ||
| Q3 24 | 0.8% | 11.6% | ||
| Q2 24 | 2.8% | 9.0% | ||
| Q1 24 | -7.8% | 4.0% |
每股收益（稀释后）BLMNRPM
| Q4 25 | $-0.16 | $1.26 | ||
| Q3 25 | $-0.54 | $1.77 | ||
| Q2 25 | $0.30 | $1.76 | ||
| Q1 25 | $0.50 | $0.40 | ||
| Q4 24 | $-0.93 | $1.42 | ||
| Q3 24 | $0.08 | $1.77 | ||
| Q2 24 | $0.32 | $1.40 | ||
| Q1 24 | $-0.96 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $787.4M | $2.5B |
| 股东权益账面价值 | $333.6M | $3.1B |
| 总资产 | $3.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 2.36× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BLMNRPM
| Q4 25 | $59.5M | $316.6M | ||
| Q3 25 | $66.5M | $297.1M | ||
| Q2 25 | $50.3M | $302.1M | ||
| Q1 25 | $57.7M | $241.9M | ||
| Q4 24 | $70.1M | $268.7M | ||
| Q3 24 | $83.6M | $231.6M | ||
| Q2 24 | $117.9M | $237.4M | ||
| Q1 24 | $131.7M | $248.9M |
总债务BLMNRPM
| Q4 25 | $787.4M | $2.5B | ||
| Q3 25 | $962.2M | $2.7B | ||
| Q2 25 | $917.1M | $2.6B | ||
| Q1 25 | $917.6M | $2.1B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.0B | $2.0B | ||
| Q1 24 | $951.8M | $2.2B |
股东权益BLMNRPM
| Q4 25 | $333.6M | $3.1B | ||
| Q3 25 | $344.1M | $3.1B | ||
| Q2 25 | $397.2M | $2.9B | ||
| Q1 25 | $380.6M | $2.7B | ||
| Q4 24 | $135.5M | $2.7B | ||
| Q3 24 | $242.1M | $2.6B | ||
| Q2 24 | $286.8M | $2.5B | ||
| Q1 24 | $302.7M | $2.3B |
总资产BLMNRPM
| Q4 25 | $3.2B | $7.9B | ||
| Q3 25 | $3.3B | $7.9B | ||
| Q2 25 | $3.3B | $7.8B | ||
| Q1 25 | $3.3B | $6.6B | ||
| Q4 24 | $3.4B | $6.7B | ||
| Q3 24 | $3.4B | $6.6B | ||
| Q2 24 | $3.4B | $6.6B | ||
| Q1 24 | $3.4B | $6.4B |
负债/权益比BLMNRPM
| Q4 25 | 2.36× | 0.80× | ||
| Q3 25 | 2.80× | 0.87× | ||
| Q2 25 | 2.31× | 0.91× | ||
| Q1 25 | 2.41× | 0.78× | ||
| Q4 24 | 7.58× | 0.74× | ||
| Q3 24 | 4.51× | 0.77× | ||
| Q2 24 | 3.49× | 0.79× | ||
| Q1 24 | 3.14× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $296.4M |
| 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% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $96.8M | $582.9M |
8季度趋势，按日历期对齐
经营现金流BLMNRPM
| Q4 25 | $119.1M | $345.7M | ||
| Q3 25 | $34.4M | $237.5M | ||
| Q2 25 | $49.7M | $149.2M | ||
| Q1 25 | $73.5M | $91.5M | ||
| Q4 24 | $119.8M | $279.4M | ||
| Q3 24 | $-7.8M | $248.1M | ||
| Q2 24 | $42.4M | $181.2M | ||
| Q1 24 | $73.8M | $173.4M |
自由现金流BLMNRPM
| Q4 25 | $63.7M | $296.4M | ||
| Q3 25 | $-5.7M | $175.0M | ||
| Q2 25 | $11.1M | $78.2M | ||
| Q1 25 | $27.7M | $33.3M | ||
| Q4 24 | $66.7M | $229.5M | ||
| Q3 24 | $-67.3M | $197.3M | ||
| Q2 24 | $-12.1M | $105.3M | ||
| Q1 24 | $20.0M | $124.6M |
自由现金流率BLMNRPM
| Q4 25 | 6.5% | 15.5% | ||
| Q3 25 | -0.6% | 8.3% | ||
| Q2 25 | 1.1% | 3.8% | ||
| Q1 25 | 2.6% | 2.3% | ||
| Q4 24 | 6.9% | 12.4% | ||
| Q3 24 | -7.4% | 10.0% | ||
| Q2 24 | -1.2% | 5.2% | ||
| Q1 24 | 1.9% | 8.2% |
资本支出强度BLMNRPM
| Q4 25 | 5.7% | 2.6% | ||
| Q3 25 | 4.3% | 3.0% | ||
| Q2 25 | 3.8% | 3.4% | ||
| Q1 25 | 4.4% | 3.9% | ||
| Q4 24 | 5.5% | 2.7% | ||
| Q3 24 | 6.5% | 2.6% | ||
| Q2 24 | 5.5% | 3.8% | ||
| Q1 24 | 5.0% | 3.2% |
现金转化率BLMNRPM
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | 1.95× | 0.66× | ||
| Q1 25 | 1.74× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | -1.13× | 1.09× | ||
| Q2 24 | 1.49× | 1.00× | ||
| Q1 24 | — | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
