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Bloomin' Brands, Inc.（BLMN）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是Bloomin' Brands, Inc.的1.5倍（$1.5B vs $975.2M），Bloomin' Brands, Inc.净利率更高（-1.4% vs -3.1%，领先1.7%），Bloomin' Brands, Inc.同比增速更快（0.3% vs -11.9%），Bloomin' Brands, Inc.自由现金流更多（$63.7M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
BLMN vs RXO — 直观对比
营收规模更大
RXO
是对方的1.5倍
$975.2M
营收增速更快
BLMN
高出12.2%
-11.9%
净利率更高
BLMN
高出1.7%
-3.1%
自由现金流更多
BLMN
多$72.7M
$-9.0M
两年增速更快
RXO
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.5B |
| 净利润 | $-13.5M | $-46.0M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | -2.9% |
| 净利率 | -1.4% | -3.1% |
| 营收同比 | 0.3% | -11.9% |
| 净利润同比 | 83.0% | -84.0% |
| 每股收益（稀释后） | $-0.16 | $-0.28 |
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BLMNRXO
| Q4 25 | $975.2M | $1.5B | ||
| Q3 25 | $928.8M | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $972.0M | $1.7B | ||
| Q3 24 | $910.0M | $1.0B | ||
| Q2 24 | $999.4M | $930.0M | ||
| Q1 24 | $1.1B | $913.0M |
净利润BLMNRXO
| Q4 25 | $-13.5M | $-46.0M | ||
| Q3 25 | $-45.9M | $-14.0M | ||
| Q2 25 | $25.4M | $-9.0M | ||
| Q1 25 | $42.2M | $-31.0M | ||
| Q4 24 | $-79.5M | $-25.0M | ||
| Q3 24 | $6.9M | $-243.0M | ||
| Q2 24 | $28.4M | $-7.0M | ||
| Q1 24 | $-83.9M | $-15.0M |
毛利率BLMNRXO
| 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BLMNRXO
| Q4 25 | -1.4% | -2.9% | ||
| Q3 25 | -3.9% | -0.5% | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 5.5% | -2.1% | ||
| Q4 24 | 1.7% | -1.4% | ||
| Q3 24 | 0.9% | -1.9% | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 6.6% | -1.3% |
净利率BLMNRXO
| Q4 25 | -1.4% | -3.1% | ||
| Q3 25 | -4.9% | -1.0% | ||
| Q2 25 | 2.5% | -0.6% | ||
| Q1 25 | 4.0% | -2.2% | ||
| Q4 24 | -8.2% | -1.5% | ||
| Q3 24 | 0.8% | -23.4% | ||
| Q2 24 | 2.8% | -0.8% | ||
| Q1 24 | -7.8% | -1.6% |
每股收益（稀释后）BLMNRXO
| Q4 25 | $-0.16 | $-0.28 | ||
| Q3 25 | $-0.54 | $-0.08 | ||
| Q2 25 | $0.30 | $-0.05 | ||
| Q1 25 | $0.50 | $-0.18 | ||
| Q4 24 | $-0.93 | $-0.17 | ||
| Q3 24 | $0.08 | $-1.81 | ||
| Q2 24 | $0.32 | $-0.06 | ||
| Q1 24 | $-0.96 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | $787.4M | $387.0M |
| 股东权益账面价值 | $333.6M | $1.5B |
| 总资产 | $3.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 2.36× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资BLMNRXO
| Q4 25 | $59.5M | $17.0M | ||
| Q3 25 | $66.5M | $25.0M | ||
| Q2 25 | $50.3M | $18.0M | ||
| Q1 25 | $57.7M | $16.0M | ||
| Q4 24 | $70.1M | $35.0M | ||
| Q3 24 | $83.6M | $55.0M | ||
| Q2 24 | $117.9M | $7.0M | ||
| Q1 24 | $131.7M | $7.0M |
总债务BLMNRXO
| Q4 25 | $787.4M | $387.0M | ||
| Q3 25 | $962.2M | $387.0M | ||
| Q2 25 | $917.1M | $387.0M | ||
| Q1 25 | $917.6M | $387.0M | ||
| Q4 24 | $1.0B | $351.0M | ||
| Q3 24 | $1.1B | $352.0M | ||
| Q2 24 | $1.0B | $370.0M | ||
| Q1 24 | $951.8M | $351.0M |
股东权益BLMNRXO
| Q4 25 | $333.6M | $1.5B | ||
| Q3 25 | $344.1M | $1.6B | ||
| Q2 25 | $397.2M | $1.6B | ||
| Q1 25 | $380.6M | $1.6B | ||
| Q4 24 | $135.5M | $1.6B | ||
| Q3 24 | $242.1M | $1.7B | ||
| Q2 24 | $286.8M | $579.0M | ||
| Q1 24 | $302.7M | $582.0M |
总资产BLMNRXO
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.3B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.3B | $3.3B | ||
| Q4 24 | $3.4B | $3.4B | ||
| Q3 24 | $3.4B | $3.4B | ||
| Q2 24 | $3.4B | $1.8B | ||
| Q1 24 | $3.4B | $1.8B |
负债/权益比BLMNRXO
| Q4 25 | 2.36× | 0.25× | ||
| Q3 25 | 2.80× | 0.24× | ||
| Q2 25 | 2.31× | 0.24× | ||
| Q1 25 | 2.41× | 0.24× | ||
| Q4 24 | 7.58× | 0.22× | ||
| Q3 24 | 4.51× | 0.21× | ||
| Q2 24 | 3.49× | 0.64× | ||
| Q1 24 | 3.14× | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $-9.0M |
| 自由现金流率自由现金流/营收 | 6.5% | -0.6% |
| 资本支出强度资本支出/营收 | 5.7% | 1.1% |
| 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 | $-8.0M |
8季度趋势，按日历期对齐
经营现金流BLMNRXO
| Q4 25 | $119.1M | $7.0M | ||
| Q3 25 | $34.4M | $23.0M | ||
| Q2 25 | $49.7M | $23.0M | ||
| Q1 25 | $73.5M | $-2.0M | ||
| Q4 24 | $119.8M | $-7.0M | ||
| Q3 24 | $-7.8M | $-7.0M | ||
| Q2 24 | $42.4M | $-5.0M | ||
| Q1 24 | $73.8M | $7.0M |
自由现金流BLMNRXO
| Q4 25 | $63.7M | $-9.0M | ||
| Q3 25 | $-5.7M | $9.0M | ||
| Q2 25 | $11.1M | $9.0M | ||
| Q1 25 | $27.7M | $-17.0M | ||
| Q4 24 | $66.7M | $-19.0M | ||
| Q3 24 | $-67.3M | $-18.0M | ||
| Q2 24 | $-12.1M | $-16.0M | ||
| Q1 24 | $20.0M | $-4.0M |
自由现金流率BLMNRXO
| Q4 25 | 6.5% | -0.6% | ||
| Q3 25 | -0.6% | 0.6% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | 2.6% | -1.2% | ||
| Q4 24 | 6.9% | -1.1% | ||
| Q3 24 | -7.4% | -1.7% | ||
| Q2 24 | -1.2% | -1.7% | ||
| Q1 24 | 1.9% | -0.4% |
资本支出强度BLMNRXO
| Q4 25 | 5.7% | 1.1% | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 3.8% | 1.0% | ||
| Q1 25 | 4.4% | 1.0% | ||
| Q4 24 | 5.5% | 0.7% | ||
| Q3 24 | 6.5% | 1.1% | ||
| Q2 24 | 5.5% | 1.2% | ||
| Q1 24 | 5.0% | 1.2% |
现金转化率BLMNRXO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -1.13× | — | ||
| Q2 24 | 1.49× | — | ||
| Q1 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
