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Bloomin' Brands, Inc.（BLMN）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.6倍（$975.2M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs -1.4%，领先35.8%），Royalty Pharma plc同比增速更快（4.8% vs 0.3%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
BLMN vs RPRX — 直观对比
营收规模更大
BLMN
是对方的1.6倍
$622.0M
营收增速更快
RPRX
高出4.4%
0.3%
净利率更高
RPRX
高出35.8%
-1.4%
两年增速更快
RPRX
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $622.0M |
| 净利润 | $-13.5M | $214.2M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | 62.4% |
| 净利率 | -1.4% | 34.4% |
| 营收同比 | 0.3% | 4.8% |
| 净利润同比 | 83.0% | 2.9% |
| 每股收益（稀释后） | $-0.16 | $0.49 |
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BLMNRPRX
| Q4 25 | $975.2M | $622.0M | ||
| Q3 25 | $928.8M | $609.3M | ||
| Q2 25 | $1.0B | $578.7M | ||
| Q1 25 | $1.0B | $568.2M | ||
| Q4 24 | $972.0M | $593.6M | ||
| Q3 24 | $910.0M | $564.7M | ||
| Q2 24 | $999.4M | $537.3M | ||
| Q1 24 | $1.1B | $568.0M |
净利润BLMNRPRX
| Q4 25 | $-13.5M | $214.2M | ||
| Q3 25 | $-45.9M | $288.2M | ||
| Q2 25 | $25.4M | $30.2M | ||
| Q1 25 | $42.2M | $238.3M | ||
| Q4 24 | $-79.5M | $208.2M | ||
| Q3 24 | $6.9M | $544.0M | ||
| Q2 24 | $28.4M | $102.0M | ||
| Q1 24 | $-83.9M | $4.8M |
毛利率BLMNRPRX
| 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BLMNRPRX
| Q4 25 | -1.4% | 62.4% | ||
| Q3 25 | -3.9% | 70.1% | ||
| Q2 25 | 3.0% | 36.3% | ||
| Q1 25 | 5.5% | 94.0% | ||
| Q4 24 | 1.7% | 60.9% | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 4.4% | 50.2% | ||
| Q1 24 | 6.6% | -13.0% |
净利率BLMNRPRX
| Q4 25 | -1.4% | 34.4% | ||
| Q3 25 | -4.9% | 47.3% | ||
| Q2 25 | 2.5% | 5.2% | ||
| Q1 25 | 4.0% | 41.9% | ||
| Q4 24 | -8.2% | 35.1% | ||
| Q3 24 | 0.8% | 96.3% | ||
| Q2 24 | 2.8% | 19.0% | ||
| Q1 24 | -7.8% | 0.8% |
每股收益（稀释后）BLMNRPRX
| Q4 25 | $-0.16 | $0.49 | ||
| Q3 25 | $-0.54 | $0.67 | ||
| Q2 25 | $0.30 | $0.07 | ||
| Q1 25 | $0.50 | $0.55 | ||
| Q4 24 | $-0.93 | $0.46 | ||
| Q3 24 | $0.08 | $1.21 | ||
| Q2 24 | $0.32 | $0.23 | ||
| Q1 24 | $-0.96 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $787.4M | $9.0B |
| 股东权益账面价值 | $333.6M | $9.7B |
| 总资产 | $3.2B | $19.6B |
| 负债/权益比越低杠杆越低 | 2.36× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资BLMNRPRX
| Q4 25 | $59.5M | $618.7M | ||
| Q3 25 | $66.5M | $938.9M | ||
| Q2 25 | $50.3M | $631.9M | ||
| Q1 25 | $57.7M | $1.1B | ||
| Q4 24 | $70.1M | $929.0M | ||
| Q3 24 | $83.6M | $950.1M | ||
| Q2 24 | $117.9M | $1.8B | ||
| Q1 24 | $131.7M | $843.0M |
总债务BLMNRPRX
| Q4 25 | $787.4M | $9.0B | ||
| Q3 25 | $962.2M | $8.9B | ||
| Q2 25 | $917.1M | $8.0B | ||
| Q1 25 | $917.6M | $7.6B | ||
| Q4 24 | $1.0B | $7.6B | ||
| Q3 24 | $1.1B | $7.6B | ||
| Q2 24 | $1.0B | $7.6B | ||
| Q1 24 | $951.8M | $6.1B |
股东权益BLMNRPRX
| Q4 25 | $333.6M | $9.7B | ||
| Q3 25 | $344.1M | $9.6B | ||
| Q2 25 | $397.2M | $9.5B | ||
| Q1 25 | $380.6M | $9.8B | ||
| Q4 24 | $135.5M | $10.3B | ||
| Q3 24 | $242.1M | $10.3B | ||
| Q2 24 | $286.8M | $9.8B | ||
| Q1 24 | $302.7M | $9.9B |
总资产BLMNRPRX
| Q4 25 | $3.2B | $19.6B | ||
| Q3 25 | $3.3B | $19.3B | ||
| Q2 25 | $3.3B | $18.3B | ||
| Q1 25 | $3.3B | $17.6B | ||
| Q4 24 | $3.4B | $18.2B | ||
| Q3 24 | $3.4B | $18.0B | ||
| Q2 24 | $3.4B | $17.7B | ||
| Q1 24 | $3.4B | $16.1B |
负债/权益比BLMNRPRX
| Q4 25 | 2.36× | 0.92× | ||
| Q3 25 | 2.80× | 0.93× | ||
| Q2 25 | 2.31× | 0.84× | ||
| Q1 25 | 2.41× | 0.78× | ||
| Q4 24 | 7.58× | 0.74× | ||
| Q3 24 | 4.51× | 0.74× | ||
| Q2 24 | 3.49× | 0.78× | ||
| Q1 24 | 3.14× | 0.62× |
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 | $827.1M |
| 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 | — | 3.86× |
| 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BLMNRPRX
| Q4 25 | $119.1M | $827.1M | ||
| Q3 25 | $34.4M | $702.6M | ||
| Q2 25 | $49.7M | $364.0M | ||
| Q1 25 | $73.5M | $596.1M | ||
| Q4 24 | $119.8M | $742.5M | ||
| Q3 24 | $-7.8M | $703.6M | ||
| Q2 24 | $42.4M | $658.2M | ||
| Q1 24 | $73.8M | $664.6M |
自由现金流BLMNRPRX
| 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BLMNRPRX
| 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BLMNRPRX
| 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BLMNRPRX
| Q4 25 | — | 3.86× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | 1.95× | 12.06× | ||
| Q1 25 | 1.74× | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | -1.13× | 1.29× | ||
| Q2 24 | 1.49× | 6.45× | ||
| Q1 24 | — | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
