vs
BOX INC（BOX）与Bristow Group Inc.（VTOL）财务数据对比。点击上方公司名可切换其他公司
Bristow Group Inc.的季度营收约是BOX INC的1.3倍（$377.3M vs $301.1M），Bristow Group Inc.净利率更高（4.9% vs 4.0%，领先0.9%），BOX INC同比增速更快（9.1% vs 6.7%），BOX INC自由现金流更多（$71.3M vs $47.8M），过去两年BOX INC的营收复合增速更高（7.0% vs 5.8%）
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。
布里斯托集团旗下的布里斯托直升机有限公司是英国民用直升机运营企业，最初扎根于苏格兰阿伯丁机场，目前集团总部设在美国得克萨斯州休斯顿。2020年，布里斯托集团与美国大型商用直升机运营企业Era直升机完成合并，合并后企业沿用布里斯托品牌名称运营。
BOX vs VTOL — 直观对比
营收规模更大
VTOL
是对方的1.3倍
$301.1M
营收增速更快
BOX
高出2.4%
6.7%
净利率更高
VTOL
高出0.9%
4.0%
自由现金流更多
BOX
多$23.5M
$47.8M
两年增速更快
BOX
近两年复合增速
5.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $377.3M |
| 净利润 | $12.1M | $18.4M |
| 毛利率 | 79.6% | — |
| 营业利润率 | 8.3% | 8.5% |
| 净利率 | 4.0% | 4.9% |
| 营收同比 | 9.1% | 6.7% |
| 净利润同比 | -6.4% | -42.1% |
| 每股收益（稀释后） | $0.05 | $0.61 |
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BOXVTOL
| Q4 25 | $301.1M | $377.3M | ||
| Q3 25 | $294.0M | $386.3M | ||
| Q2 25 | $276.3M | $376.4M | ||
| Q1 25 | $279.5M | $350.5M | ||
| Q4 24 | $275.9M | $353.5M | ||
| Q3 24 | $270.0M | $365.1M | ||
| Q2 24 | $264.7M | $359.7M | ||
| Q1 24 | $262.9M | $337.1M |
净利润BOXVTOL
| Q4 25 | $12.1M | $18.4M | ||
| Q3 25 | $13.4M | $51.5M | ||
| Q2 25 | $8.2M | $31.7M | ||
| Q1 25 | $194.0M | $27.4M | ||
| Q4 24 | $12.9M | $31.8M | ||
| Q3 24 | $20.5M | $28.2M | ||
| Q2 24 | $17.2M | $28.2M | ||
| Q1 24 | $99.2M | $6.6M |
毛利率BOXVTOL
| Q4 25 | 79.6% | — | ||
| Q3 25 | 79.1% | — | ||
| Q2 25 | 78.0% | — | ||
| Q1 25 | 79.0% | — | ||
| Q4 24 | 79.9% | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 78.0% | — | ||
| Q1 24 | 76.1% | — |
营业利润率BOXVTOL
| Q4 25 | 8.3% | 8.5% | ||
| Q3 25 | 7.0% | 13.1% | ||
| Q2 25 | 2.3% | 11.3% | ||
| Q1 25 | 6.4% | 9.6% | ||
| Q4 24 | 8.5% | 9.0% | ||
| Q3 24 | 7.5% | 9.1% | ||
| Q2 24 | 6.8% | 12.4% | ||
| Q1 24 | 8.1% | 6.8% |
净利率BOXVTOL
| Q4 25 | 4.0% | 4.9% | ||
| Q3 25 | 4.6% | 13.3% | ||
| Q2 25 | 3.0% | 8.4% | ||
| Q1 25 | 69.4% | 7.8% | ||
| Q4 24 | 4.7% | 9.0% | ||
| Q3 24 | 7.6% | 7.7% | ||
| Q2 24 | 6.5% | 7.8% | ||
| Q1 24 | 37.7% | 2.0% |
每股收益（稀释后）BOXVTOL
| Q4 25 | $0.05 | $0.61 | ||
| Q3 25 | $0.05 | $1.72 | ||
| Q2 25 | $0.02 | $1.07 | ||
| Q1 25 | $1.13 | $0.92 | ||
| Q4 24 | $0.05 | $1.07 | ||
| Q3 24 | $0.10 | $0.95 | ||
| Q2 24 | $0.08 | $0.96 | ||
| Q1 24 | $0.57 | $0.23 |
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 | $286.2M |
| 总债务越低越好 | — | $671.5M |
| 股东权益账面价值 | $-286.6M | $1.1B |
| 总资产 | $1.6B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资BOXVTOL
| Q4 25 | $729.6M | $286.2M | ||
| Q3 25 | $757.9M | $245.5M | ||
| Q2 25 | $790.4M | $251.8M | ||
| Q1 25 | $722.8M | $191.1M | ||
| Q4 24 | $697.9M | $247.5M | ||
| Q3 24 | $482.2M | $200.3M | ||
| Q2 24 | $566.1M | $178.6M | ||
| Q1 24 | $480.7M | $140.6M |
总债务BOXVTOL
| Q4 25 | — | $671.5M | ||
| Q3 25 | — | $675.0M | ||
| Q2 25 | — | $705.2M | ||
| Q1 25 | — | $701.9M | ||
| Q4 24 | — | $689.8M | ||
| Q3 24 | — | $629.1M | ||
| Q2 24 | — | $594.2M | ||
| Q1 24 | — | $544.1M |
股东权益BOXVTOL
| Q4 25 | $-286.6M | $1.1B | ||
| Q3 25 | $-269.4M | $1.0B | ||
| Q2 25 | $-280.1M | $984.4M | ||
| Q1 25 | $-297.0M | $931.7M | ||
| Q4 24 | $-479.9M | $891.7M | ||
| Q3 24 | $-439.4M | $899.2M | ||
| Q2 24 | $-397.9M | $849.1M | ||
| Q1 24 | $-431.1M | $820.7M |
总资产BOXVTOL
| Q4 25 | $1.6B | $2.3B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.6B | $2.3B | ||
| Q1 25 | $1.7B | $2.2B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.2B | $1.9B |
负债/权益比BOXVTOL
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.66× |
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 | $76.9M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $47.8M |
| 自由现金流率自由现金流/营收 | 23.7% | 12.7% |
| 资本支出强度资本支出/营收 | 0.6% | 7.7% |
| 现金转化率经营现金流/净利润 | 6.05× | 4.17× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $56.4M |
8季度趋势，按日历期对齐
经营现金流BOXVTOL
| Q4 25 | $73.0M | $76.9M | ||
| Q3 25 | $46.0M | $23.1M | ||
| Q2 25 | $127.1M | $99.0M | ||
| Q1 25 | $102.2M | $-603.0K | ||
| Q4 24 | $62.6M | $51.1M | ||
| Q3 24 | $36.3M | $66.0M | ||
| Q2 24 | $131.2M | $33.7M | ||
| Q1 24 | $89.3M | $26.7M |
自由现金流BOXVTOL
| Q4 25 | $71.3M | $47.8M | ||
| Q3 25 | $43.9M | $-6.2M | ||
| Q2 25 | $126.7M | $67.4M | ||
| Q1 25 | $101.5M | $-52.7M | ||
| Q4 24 | $62.3M | $-32.4M | ||
| Q3 24 | $35.9M | $9.0M | ||
| Q2 24 | $129.9M | $-16.7M | ||
| Q1 24 | $89.1M | $-37.9M |
自由现金流率BOXVTOL
| Q4 25 | 23.7% | 12.7% | ||
| Q3 25 | 14.9% | -1.6% | ||
| Q2 25 | 45.9% | 17.9% | ||
| Q1 25 | 36.3% | -15.0% | ||
| Q4 24 | 22.6% | -9.2% | ||
| Q3 24 | 13.3% | 2.5% | ||
| Q2 24 | 49.1% | -4.6% | ||
| Q1 24 | 33.9% | -11.2% |
资本支出强度BOXVTOL
| Q4 25 | 0.6% | 7.7% | ||
| Q3 25 | 0.7% | 7.6% | ||
| Q2 25 | 0.1% | 8.4% | ||
| Q1 25 | 0.2% | 14.9% | ||
| Q4 24 | 0.1% | 23.6% | ||
| Q3 24 | 0.1% | 15.6% | ||
| Q2 24 | 0.5% | 14.0% | ||
| Q1 24 | 0.1% | 19.2% |
现金转化率BOXVTOL
| Q4 25 | 6.05× | 4.17× | ||
| Q3 25 | 3.42× | 0.45× | ||
| Q2 25 | 15.51× | 3.12× | ||
| Q1 25 | 0.53× | -0.02× | ||
| Q4 24 | 4.85× | 1.61× | ||
| Q3 24 | 1.77× | 2.34× | ||
| Q2 24 | 7.62× | 1.20× | ||
| Q1 24 | 0.90× | 4.04× |
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
VTOL
| Offshore Energy Services | $247.5M | 66% |
| Government Services | $100.1M | 27% |
| Other | $21.9M | 6% |
| Related Party | $7.8M | 2% |
