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BOX INC（BOX）与ESCO TECHNOLOGIES INC（ESE）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是ESCO TECHNOLOGIES INC的1.0倍（$301.1M vs $289.7M），ESCO TECHNOLOGIES INC净利率更高（9.9% vs 4.0%，领先5.9%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs 9.1%），BOX INC自由现金流更多（$71.3M vs $63.0M），过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
BOX vs ESE — 直观对比
营收规模更大
BOX
是对方的1.0倍
$289.7M
营收增速更快
ESE
高出8.1%
9.1%
净利率更高
ESE
高出5.9%
4.0%
自由现金流更多
BOX
多$8.4M
$63.0M
两年增速更快
ESE
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $289.7M |
| 净利润 | $12.1M | $28.7M |
| 毛利率 | 79.6% | 41.4% |
| 营业利润率 | 8.3% | 13.2% |
| 净利率 | 4.0% | 9.9% |
| 营收同比 | 9.1% | 17.3% |
| 净利润同比 | -6.4% | 22.2% |
| 每股收益（稀释后） | $0.05 | $1.11 |
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BOXESE
| Q4 25 | $301.1M | $289.7M | ||
| Q3 25 | $294.0M | $286.5M | ||
| Q2 25 | $276.3M | $296.3M | ||
| Q1 25 | $279.5M | $265.5M | ||
| Q4 24 | $275.9M | $247.0M | ||
| Q3 24 | $270.0M | $298.5M | ||
| Q2 24 | $264.7M | $260.8M | ||
| Q1 24 | $262.9M | $249.1M |
净利润BOXESE
| Q4 25 | $12.1M | $28.7M | ||
| Q3 25 | $13.4M | $218.7M | ||
| Q2 25 | $8.2M | $26.1M | ||
| Q1 25 | $194.0M | $31.0M | ||
| Q4 24 | $12.9M | $23.5M | ||
| Q3 24 | $20.5M | $34.3M | ||
| Q2 24 | $17.2M | $29.2M | ||
| Q1 24 | $99.2M | $23.2M |
毛利率BOXESE
| Q4 25 | 79.6% | 41.4% | ||
| Q3 25 | 79.1% | 45.9% | ||
| Q2 25 | 78.0% | 41.2% | ||
| Q1 25 | 79.0% | 41.1% | ||
| Q4 24 | 79.9% | 39.8% | ||
| Q3 24 | 79.4% | 40.1% | ||
| Q2 24 | 78.0% | 39.6% | ||
| Q1 24 | 76.1% | 38.8% |
营业利润率BOXESE
| Q4 25 | 8.3% | 13.2% | ||
| Q3 25 | 7.0% | 17.2% | ||
| Q2 25 | 2.3% | 11.2% | ||
| Q1 25 | 6.4% | 15.3% | ||
| Q4 24 | 8.5% | 11.4% | ||
| Q3 24 | 7.5% | 14.8% | ||
| Q2 24 | 6.8% | 14.3% | ||
| Q1 24 | 8.1% | 11.7% |
净利率BOXESE
| Q4 25 | 4.0% | 9.9% | ||
| Q3 25 | 4.6% | 76.3% | ||
| Q2 25 | 3.0% | 8.8% | ||
| Q1 25 | 69.4% | 11.7% | ||
| Q4 24 | 4.7% | 9.5% | ||
| Q3 24 | 7.6% | 11.5% | ||
| Q2 24 | 6.5% | 11.2% | ||
| Q1 24 | 37.7% | 9.3% |
每股收益（稀释后）BOXESE
| Q4 25 | $0.05 | $1.11 | ||
| Q3 25 | $0.05 | $8.43 | ||
| Q2 25 | $0.02 | $1.01 | ||
| Q1 25 | $1.13 | $1.20 | ||
| Q4 24 | $0.05 | $0.91 | ||
| Q3 24 | $0.10 | $1.32 | ||
| Q2 24 | $0.08 | $1.13 | ||
| Q1 24 | $0.57 | $0.90 |
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 | $729.6M | $103.8M |
| 总债务越低越好 | — | $145.5M |
| 股东权益账面价值 | $-286.6M | $1.6B |
| 总资产 | $1.6B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资BOXESE
| Q4 25 | $729.6M | $103.8M | ||
| Q3 25 | $757.9M | $101.3M | ||
| Q2 25 | $790.4M | $78.7M | ||
| Q1 25 | $722.8M | $57.4M | ||
| Q4 24 | $697.9M | $71.3M | ||
| Q3 24 | $482.2M | $66.0M | ||
| Q2 24 | $566.1M | $63.0M | ||
| Q1 24 | $480.7M | $59.4M |
总债务BOXESE
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | — | $191.0M |
股东权益BOXESE
| Q4 25 | $-286.6M | $1.6B | ||
| Q3 25 | $-269.4M | $1.5B | ||
| Q2 25 | $-280.1M | $1.3B | ||
| Q1 25 | $-297.0M | $1.3B | ||
| Q4 24 | $-479.9M | $1.2B | ||
| Q3 24 | $-439.4M | $1.2B | ||
| Q2 24 | $-397.9M | $1.2B | ||
| Q1 24 | $-431.1M | $1.2B |
总资产BOXESE
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.6B | $2.4B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.2B | $1.8B | ||
| Q1 24 | $1.2B | $1.8B |
负债/权益比BOXESE
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.16× |
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 | $73.0M | $68.9M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $63.0M |
| 自由现金流率自由现金流/营收 | 23.7% | 21.7% |
| 资本支出强度资本支出/营收 | 0.6% | 2.0% |
| 现金转化率经营现金流/净利润 | 6.05× | 2.40× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $239.6M |
8季度趋势，按日历期对齐
经营现金流BOXESE
| Q4 25 | $73.0M | $68.9M | ||
| Q3 25 | $46.0M | $109.9M | ||
| Q2 25 | $127.1M | $73.7M | ||
| Q1 25 | $102.2M | $24.1M | ||
| Q4 24 | $62.6M | $34.2M | ||
| Q3 24 | $36.3M | $72.1M | ||
| Q2 24 | $131.2M | $36.2M | ||
| Q1 24 | $89.3M | $10.5M |
自由现金流BOXESE
| Q4 25 | $71.3M | $63.0M | ||
| Q3 25 | $43.9M | $97.8M | ||
| Q2 25 | $126.7M | $64.9M | ||
| Q1 25 | $101.5M | $14.0M | ||
| Q4 24 | $62.3M | $29.0M | ||
| Q3 24 | $35.9M | $60.9M | ||
| Q2 24 | $129.9M | $27.6M | ||
| Q1 24 | $89.1M | $2.0M |
自由现金流率BOXESE
| Q4 25 | 23.7% | 21.7% | ||
| Q3 25 | 14.9% | 34.1% | ||
| Q2 25 | 45.9% | 21.9% | ||
| Q1 25 | 36.3% | 5.3% | ||
| Q4 24 | 22.6% | 11.7% | ||
| Q3 24 | 13.3% | 20.4% | ||
| Q2 24 | 49.1% | 10.6% | ||
| Q1 24 | 33.9% | 0.8% |
资本支出强度BOXESE
| Q4 25 | 0.6% | 2.0% | ||
| Q3 25 | 0.7% | 4.2% | ||
| Q2 25 | 0.1% | 3.0% | ||
| Q1 25 | 0.2% | 3.8% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.1% | 3.8% | ||
| Q2 24 | 0.5% | 3.3% | ||
| Q1 24 | 0.1% | 3.4% |
现金转化率BOXESE
| Q4 25 | 6.05× | 2.40× | ||
| Q3 25 | 3.42× | 0.50× | ||
| Q2 25 | 15.51× | 2.83× | ||
| Q1 25 | 0.53× | 0.78× | ||
| Q4 24 | 4.85× | 1.46× | ||
| Q3 24 | 1.77× | 2.10× | ||
| Q2 24 | 7.62× | 1.24× | ||
| Q1 24 | 0.90× | 0.45× |
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
BOX
暂无分部数据
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
