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BOX INC（BOX）与Forestar Group Inc.（FOR）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Forestar Group Inc.的1.1倍（$301.1M vs $273.0M），Forestar Group Inc.净利率更高（5.6% vs 4.0%，领先1.6%），BOX INC同比增速更快（9.1% vs 9.0%），BOX INC自由现金流更多（$71.3M vs $-157.1M），过去两年BOX INC的营收复合增速更高（7.0% vs -9.6%）
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。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
BOX vs FOR — 直观对比
营收规模更大
BOX
是对方的1.1倍
$273.0M
营收增速更快
BOX
高出0.1%
9.0%
净利率更高
FOR
高出1.6%
4.0%
自由现金流更多
BOX
多$228.4M
$-157.1M
两年增速更快
BOX
近两年复合增速
-9.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $273.0M |
| 净利润 | $12.1M | $15.4M |
| 毛利率 | 79.6% | 20.1% |
| 营业利润率 | 8.3% | 7.6% |
| 净利率 | 4.0% | 5.6% |
| 营收同比 | 9.1% | 9.0% |
| 净利润同比 | -6.4% | -6.7% |
| 每股收益（稀释后） | $0.05 | $0.30 |
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BOXFOR
| Q4 25 | $301.1M | $273.0M | ||
| Q3 25 | $294.0M | $670.5M | ||
| Q2 25 | $276.3M | $390.5M | ||
| Q1 25 | $279.5M | $351.0M | ||
| Q4 24 | $275.9M | $250.4M | ||
| Q3 24 | $270.0M | $551.3M | ||
| Q2 24 | $264.7M | $318.4M | ||
| Q1 24 | $262.9M | $333.8M |
净利润BOXFOR
| Q4 25 | $12.1M | $15.4M | ||
| Q3 25 | $13.4M | $86.9M | ||
| Q2 25 | $8.2M | $32.9M | ||
| Q1 25 | $194.0M | $31.6M | ||
| Q4 24 | $12.9M | $16.5M | ||
| Q3 24 | $20.5M | $81.5M | ||
| Q2 24 | $17.2M | $38.7M | ||
| Q1 24 | $99.2M | $45.0M |
毛利率BOXFOR
| Q4 25 | 79.6% | 20.1% | ||
| Q3 25 | 79.1% | 22.3% | ||
| Q2 25 | 78.0% | 20.4% | ||
| Q1 25 | 79.0% | 22.6% | ||
| Q4 24 | 79.9% | 22.0% | ||
| Q3 24 | 79.4% | 23.9% | ||
| Q2 24 | 78.0% | 22.5% | ||
| Q1 24 | 76.1% | 24.9% |
营业利润率BOXFOR
| Q4 25 | 8.3% | 7.6% | ||
| Q3 25 | 7.0% | 16.9% | ||
| Q2 25 | 2.3% | 11.2% | ||
| Q1 25 | 6.4% | 11.6% | ||
| Q4 24 | 8.5% | 8.7% | ||
| Q3 24 | 7.5% | 19.7% | ||
| Q2 24 | 6.8% | 16.2% | ||
| Q1 24 | 8.1% | 17.6% |
净利率BOXFOR
| Q4 25 | 4.0% | 5.6% | ||
| Q3 25 | 4.6% | 13.0% | ||
| Q2 25 | 3.0% | 8.4% | ||
| Q1 25 | 69.4% | 9.0% | ||
| Q4 24 | 4.7% | 6.6% | ||
| Q3 24 | 7.6% | 14.8% | ||
| Q2 24 | 6.5% | 12.2% | ||
| Q1 24 | 37.7% | 13.5% |
每股收益（稀释后）BOXFOR
| Q4 25 | $0.05 | $0.30 | ||
| Q3 25 | $0.05 | $1.70 | ||
| Q2 25 | $0.02 | $0.65 | ||
| Q1 25 | $1.13 | $0.62 | ||
| Q4 24 | $0.05 | $0.32 | ||
| Q3 24 | $0.10 | $1.59 | ||
| Q2 24 | $0.08 | $0.76 | ||
| Q1 24 | $0.57 | $0.89 |
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 | $211.7M |
| 总债务越低越好 | — | $793.2M |
| 股东权益账面价值 | $-286.6M | $1.8B |
| 总资产 | $1.6B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资BOXFOR
| Q4 25 | $729.6M | $211.7M | ||
| Q3 25 | $757.9M | $379.2M | ||
| Q2 25 | $790.4M | $189.2M | ||
| Q1 25 | $722.8M | $174.3M | ||
| Q4 24 | $697.9M | $132.0M | ||
| Q3 24 | $482.2M | $481.2M | ||
| Q2 24 | $566.1M | $359.2M | ||
| Q1 24 | $480.7M | $416.2M |
总债务BOXFOR
| Q4 25 | — | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | — | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | — | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | — | $706.1M | ||
| Q1 24 | — | $705.7M |
股东权益BOXFOR
| Q4 25 | $-286.6M | $1.8B | ||
| Q3 25 | $-269.4M | $1.8B | ||
| Q2 25 | $-280.1M | $1.7B | ||
| Q1 25 | $-297.0M | $1.6B | ||
| Q4 24 | $-479.9M | $1.6B | ||
| Q3 24 | $-439.4M | $1.6B | ||
| Q2 24 | $-397.9M | $1.5B | ||
| Q1 24 | $-431.1M | $1.5B |
总资产BOXFOR
| Q4 25 | $1.6B | $3.2B | ||
| Q3 25 | $1.6B | $3.1B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.7B | $3.0B | ||
| Q4 24 | $1.4B | $3.0B | ||
| Q3 24 | $1.1B | $2.8B | ||
| Q2 24 | $1.2B | $2.7B | ||
| Q1 24 | $1.2B | $2.6B |
负债/权益比BOXFOR
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.48× |
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 | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $-157.1M |
| 自由现金流率自由现金流/营收 | 23.7% | -57.5% |
| 资本支出强度资本支出/营收 | 0.6% | 0.0% |
| 现金转化率经营现金流/净利润 | 6.05× | -10.19× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $93.0M |
8季度趋势，按日历期对齐
经营现金流BOXFOR
| Q4 25 | $73.0M | $-157.0M | ||
| Q3 25 | $46.0M | $256.3M | ||
| Q2 25 | $127.1M | $15.8M | ||
| Q1 25 | $102.2M | $-19.8M | ||
| Q4 24 | $62.6M | $-450.0M | ||
| Q3 24 | $36.3M | $119.2M | ||
| Q2 24 | $131.2M | $-61.7M | ||
| Q1 24 | $89.3M | $-59.2M |
自由现金流BOXFOR
| Q4 25 | $71.3M | $-157.1M | ||
| Q3 25 | $43.9M | $255.6M | ||
| Q2 25 | $126.7M | $15.0M | ||
| Q1 25 | $101.5M | $-20.5M | ||
| Q4 24 | $62.3M | — | ||
| Q3 24 | $35.9M | $118.4M | ||
| Q2 24 | $129.9M | $-62.3M | ||
| Q1 24 | $89.1M | $-59.8M |
自由现金流率BOXFOR
| Q4 25 | 23.7% | -57.5% | ||
| Q3 25 | 14.9% | 38.1% | ||
| Q2 25 | 45.9% | 3.8% | ||
| Q1 25 | 36.3% | -5.8% | ||
| Q4 24 | 22.6% | — | ||
| Q3 24 | 13.3% | 21.5% | ||
| Q2 24 | 49.1% | -19.6% | ||
| Q1 24 | 33.9% | -17.9% |
资本支出强度BOXFOR
| Q4 25 | 0.6% | 0.0% | ||
| Q3 25 | 0.7% | 0.1% | ||
| Q2 25 | 0.1% | 0.2% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.1% | 0.1% | ||
| Q2 24 | 0.5% | 0.2% | ||
| Q1 24 | 0.1% | 0.2% |
现金转化率BOXFOR
| Q4 25 | 6.05× | -10.19× | ||
| Q3 25 | 3.42× | 2.95× | ||
| Q2 25 | 15.51× | 0.48× | ||
| Q1 25 | 0.53× | -0.63× | ||
| Q4 24 | 4.85× | -27.27× | ||
| Q3 24 | 1.77× | 1.46× | ||
| Q2 24 | 7.62× | -1.59× | ||
| Q1 24 | 0.90× | -1.32× |
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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
