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Bloomin' Brands, Inc.（BLMN）与Schneider National, Inc.（SNDR）财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是Bloomin' Brands, Inc.的1.4倍（$1.4B vs $975.2M），Schneider National, Inc.净利率更高（1.6% vs -1.4%，领先3.0%），Schneider National, Inc.同比增速更快（4.5% vs 0.3%），Schneider National, Inc.自由现金流更多（$145.5M vs $63.7M），过去两年Schneider National, Inc.的营收复合增速更高（3.0% 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。
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
BLMN vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.4倍
$975.2M
营收增速更快
SNDR
高出4.2%
0.3%
净利率更高
SNDR
高出3.0%
-1.4%
自由现金流更多
SNDR
多$81.8M
$63.7M
两年增速更快
SNDR
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $975.2M | $1.4B |
| 净利润 | $-13.5M | $22.1M |
| 毛利率 | 70.2% | — |
| 营业利润率 | -1.4% | 2.6% |
| 净利率 | -1.4% | 1.6% |
| 营收同比 | 0.3% | 4.5% |
| 净利润同比 | 83.0% | -32.2% |
| 每股收益（稀释后） | $-0.16 | $0.13 |
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BLMNSNDR
| Q4 25 | $975.2M | $1.4B | ||
| Q3 25 | $928.8M | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $972.0M | $1.3B | ||
| Q3 24 | $910.0M | $1.3B | ||
| Q2 24 | $999.4M | $1.3B | ||
| Q1 24 | $1.1B | $1.3B |
净利润BLMNSNDR
| Q4 25 | $-13.5M | $22.1M | ||
| Q3 25 | $-45.9M | $19.4M | ||
| Q2 25 | $25.4M | $36.0M | ||
| Q1 25 | $42.2M | $26.1M | ||
| Q4 24 | $-79.5M | $32.6M | ||
| Q3 24 | $6.9M | $30.6M | ||
| Q2 24 | $28.4M | $35.3M | ||
| Q1 24 | $-83.9M | $18.5M |
毛利率BLMNSNDR
| 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BLMNSNDR
| Q4 25 | -1.4% | 2.6% | ||
| Q3 25 | -3.9% | 2.4% | ||
| Q2 25 | 3.0% | 3.9% | ||
| Q1 25 | 5.5% | 3.0% | ||
| Q4 24 | 1.7% | 3.2% | ||
| Q3 24 | 0.9% | 3.3% | ||
| Q2 24 | 4.4% | 3.9% | ||
| Q1 24 | 6.6% | 2.2% |
净利率BLMNSNDR
| Q4 25 | -1.4% | 1.6% | ||
| Q3 25 | -4.9% | 1.3% | ||
| Q2 25 | 2.5% | 2.5% | ||
| Q1 25 | 4.0% | 1.9% | ||
| Q4 24 | -8.2% | 2.4% | ||
| Q3 24 | 0.8% | 2.3% | ||
| Q2 24 | 2.8% | 2.7% | ||
| Q1 24 | -7.8% | 1.4% |
每股收益（稀释后）BLMNSNDR
| Q4 25 | $-0.16 | $0.13 | ||
| Q3 25 | $-0.54 | $0.11 | ||
| Q2 25 | $0.30 | $0.20 | ||
| Q1 25 | $0.50 | $0.15 | ||
| Q4 24 | $-0.93 | $0.19 | ||
| Q3 24 | $0.08 | $0.17 | ||
| Q2 24 | $0.32 | $0.20 | ||
| Q1 24 | $-0.96 | $0.10 |
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 | $41.8M |
| 总债务越低越好 | $787.4M | $390.9M |
| 股东权益账面价值 | $333.6M | $3.0B |
| 总资产 | $3.2B | $4.8B |
| 负债/权益比越低杠杆越低 | 2.36× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资BLMNSNDR
| Q4 25 | $59.5M | $41.8M | ||
| Q3 25 | $66.5M | $235.7M | ||
| Q2 25 | $50.3M | $205.1M | ||
| Q1 25 | $57.7M | $154.3M | ||
| Q4 24 | $70.1M | $165.5M | ||
| Q3 24 | $83.6M | $231.6M | ||
| Q2 24 | $117.9M | $157.2M | ||
| Q1 24 | $131.7M | $124.2M |
总债务BLMNSNDR
| Q4 25 | $787.4M | $390.9M | ||
| Q3 25 | $962.2M | $509.8M | ||
| Q2 25 | $917.1M | $512.7M | ||
| Q1 25 | $917.6M | $565.8M | ||
| Q4 24 | $1.0B | $420.8M | ||
| Q3 24 | $1.1B | $124.7M | ||
| Q2 24 | $1.0B | $125.8M | ||
| Q1 24 | $951.8M | $96.6M |
股东权益BLMNSNDR
| Q4 25 | $333.6M | $3.0B | ||
| Q3 25 | $344.1M | $3.0B | ||
| Q2 25 | $397.2M | $3.0B | ||
| Q1 25 | $380.6M | $3.0B | ||
| Q4 24 | $135.5M | $3.0B | ||
| Q3 24 | $242.1M | $3.0B | ||
| Q2 24 | $286.8M | $3.0B | ||
| Q1 24 | $302.7M | $2.9B |
总资产BLMNSNDR
| Q4 25 | $3.2B | $4.8B | ||
| Q3 25 | $3.3B | $5.0B | ||
| Q2 25 | $3.3B | $5.0B | ||
| Q1 25 | $3.3B | $5.0B | ||
| Q4 24 | $3.4B | $4.9B | ||
| Q3 24 | $3.4B | $4.6B | ||
| Q2 24 | $3.4B | $4.5B | ||
| Q1 24 | $3.4B | $4.6B |
负债/权益比BLMNSNDR
| Q4 25 | 2.36× | 0.13× | ||
| Q3 25 | 2.80× | 0.17× | ||
| Q2 25 | 2.31× | 0.17× | ||
| Q1 25 | 2.41× | 0.19× | ||
| Q4 24 | 7.58× | 0.14× | ||
| Q3 24 | 4.51× | 0.04× | ||
| Q2 24 | 3.49× | 0.04× | ||
| Q1 24 | 3.14× | 0.03× |
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 | $186.0M |
| 自由现金流经营现金流 - 资本支出 | $63.7M | $145.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 10.4% |
| 资本支出强度资本支出/营收 | 5.7% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 8.42× |
| 过去12个月自由现金流最近4个季度 | $96.8M | $285.4M |
8季度趋势，按日历期对齐
经营现金流BLMNSNDR
| Q4 25 | $119.1M | $186.0M | ||
| Q3 25 | $34.4M | $184.2M | ||
| Q2 25 | $49.7M | $175.5M | ||
| Q1 25 | $73.5M | $91.7M | ||
| Q4 24 | $119.8M | $199.5M | ||
| Q3 24 | $-7.8M | $206.4M | ||
| Q2 24 | $42.4M | $182.6M | ||
| Q1 24 | $73.8M | $97.6M |
自由现金流BLMNSNDR
| Q4 25 | $63.7M | $145.5M | ||
| Q3 25 | $-5.7M | $56.2M | ||
| Q2 25 | $11.1M | $106.4M | ||
| Q1 25 | $27.7M | $-22.7M | ||
| Q4 24 | $66.7M | $113.6M | ||
| Q3 24 | $-67.3M | $98.7M | ||
| Q2 24 | $-12.1M | $85.5M | ||
| Q1 24 | $20.0M | $-25.7M |
自由现金流率BLMNSNDR
| Q4 25 | 6.5% | 10.4% | ||
| Q3 25 | -0.6% | 3.9% | ||
| Q2 25 | 1.1% | 7.5% | ||
| Q1 25 | 2.6% | -1.6% | ||
| Q4 24 | 6.9% | 8.5% | ||
| Q3 24 | -7.4% | 7.5% | ||
| Q2 24 | -1.2% | 6.5% | ||
| Q1 24 | 1.9% | -1.9% |
资本支出强度BLMNSNDR
| Q4 25 | 5.7% | 2.9% | ||
| Q3 25 | 4.3% | 8.8% | ||
| Q2 25 | 3.8% | 4.9% | ||
| Q1 25 | 4.4% | 8.2% | ||
| Q4 24 | 5.5% | 6.4% | ||
| Q3 24 | 6.5% | 8.2% | ||
| Q2 24 | 5.5% | 7.4% | ||
| Q1 24 | 5.0% | 9.3% |
现金转化率BLMNSNDR
| Q4 25 | — | 8.42× | ||
| Q3 25 | — | 9.49× | ||
| Q2 25 | 1.95× | 4.88× | ||
| Q1 25 | 1.74× | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | -1.13× | 6.75× | ||
| Q2 24 | 1.49× | 5.17× | ||
| Q1 24 | — | 5.28× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
