vs
BXP, Inc.（BXP）与CAL-MAINE FOODS INC（CALM）财务数据对比。点击上方公司名可切换其他公司
BXP, Inc.的季度营收约是CAL-MAINE FOODS INC的1.1倍（$872.1M vs $769.5M），BXP, Inc.净利率更高（15.3% vs 13.4%，领先1.9%），BXP, Inc.同比增速更快（0.8% vs -19.4%），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 1.3%）
BXP是美国头部商业地产投资信托企业，核心业务为持有、运营及开发A级高端写字楼资产，项目覆盖纽约、波士顿、旧金山等美国核心都市圈，服务企业、科技、专业服务等领域的多元租户。
卡尔梅恩食品公司是总部位于美国密西西比州里奇兰的鲜蛋生产商，截至2024年是美国规模最大的蛋品企业。公司旗下拥有Egg-Land's Best、Land O'Lakes等多个知名蛋品品牌，1957年由弗雷德·R·亚当斯二世创立，亚当斯家族持有企业控股权，目前在纳斯达克挂牌上市。
BXP vs CALM — 直观对比
营收规模更大
BXP
是对方的1.1倍
$769.5M
营收增速更快
BXP
高出20.2%
-19.4%
净利率更高
BXP
高出1.9%
13.4%
两年增速更快
CALM
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $769.5M |
| 净利润 | $133.0M | $102.8M |
| 毛利率 | — | 27.0% |
| 营业利润率 | — | 16.1% |
| 净利率 | 15.3% | 13.4% |
| 营收同比 | 0.8% | -19.4% |
| 净利润同比 | 53.0% | -53.1% |
| 每股收益（稀释后） | $1.69 | $2.13 |
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BXPCALM
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $769.5M | ||
| Q3 25 | $871.5M | $922.6M | ||
| Q2 25 | $868.5M | — | ||
| Q1 25 | $865.2M | $1.4B | ||
| Q4 24 | $858.6M | $954.7M | ||
| Q3 24 | $859.2M | $785.9M | ||
| Q2 24 | $850.5M | — |
净利润BXPCALM
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $102.8M | ||
| Q3 25 | $-121.7M | $199.3M | ||
| Q2 25 | $89.0M | — | ||
| Q1 25 | $61.2M | $508.5M | ||
| Q4 24 | $-228.9M | $219.1M | ||
| Q3 24 | $83.6M | $150.0M | ||
| Q2 24 | $79.6M | — |
毛利率BXPCALM
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 27.0% | ||
| Q3 25 | 59.3% | 33.7% | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 59.2% | 50.5% | ||
| Q4 24 | 59.7% | 37.3% | ||
| Q3 24 | 59.5% | 31.5% | ||
| Q2 24 | 59.8% | — |
营业利润率BXPCALM
| Q1 26 | — | — | ||
| Q4 25 | — | 16.1% | ||
| Q3 25 | — | 27.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 44.8% | ||
| Q4 24 | — | 29.1% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | — |
净利率BXPCALM
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 13.4% | ||
| Q3 25 | -14.0% | 21.6% | ||
| Q2 25 | 10.2% | — | ||
| Q1 25 | 7.1% | 35.9% | ||
| Q4 24 | -26.7% | 22.9% | ||
| Q3 24 | 9.7% | 19.1% | ||
| Q2 24 | 9.4% | — |
每股收益（稀释后）BXPCALM
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $2.13 | ||
| Q3 25 | $-0.77 | $4.12 | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.39 | $10.38 | ||
| Q4 24 | $-1.46 | $4.47 | ||
| Q3 24 | $0.53 | $3.06 | ||
| Q2 24 | $0.51 | — |
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 | $512.8M | $369.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $2.7B |
| 总资产 | $25.1B | $3.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BXPCALM
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $369.4M | ||
| Q3 25 | $861.1M | $251.9M | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | $497.2M | ||
| Q4 24 | $1.3B | $140.3M | ||
| Q3 24 | $1.4B | $181.7M | ||
| Q2 24 | $685.4M | — |
股东权益BXPCALM
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $2.7B | ||
| Q3 25 | $5.0B | $2.7B | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.3B | $2.4B | ||
| Q4 24 | $5.4B | $2.0B | ||
| Q3 24 | $5.8B | $1.9B | ||
| Q2 24 | $5.8B | — |
总资产BXPCALM
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $3.1B | ||
| Q3 25 | $26.0B | $3.2B | ||
| Q2 25 | $25.6B | — | ||
| Q1 25 | $25.4B | $3.1B | ||
| Q4 24 | $26.1B | $2.5B | ||
| Q3 24 | $26.4B | $2.4B | ||
| Q2 24 | $25.5B | — |
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 | — | $94.8M |
| 自由现金流经营现金流 - 资本支出 | — | $47.9M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | 1.5% | 6.1% |
| 现金转化率经营现金流/净利润 | — | 0.92× |
| 过去12个月自由现金流最近4个季度 | — | $895.9M |
8季度趋势，按日历期对齐
经营现金流BXPCALM
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $94.8M | ||
| Q3 25 | $274.2M | $278.6M | ||
| Q2 25 | $353.1M | — | ||
| Q1 25 | $210.0M | $571.6M | ||
| Q4 24 | $383.7M | $122.7M | ||
| Q3 24 | $286.1M | $117.5M | ||
| Q2 24 | $367.1M | — |
自由现金流BXPCALM
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $47.9M | ||
| Q3 25 | $231.6M | $233.3M | ||
| Q2 25 | $281.5M | — | ||
| Q1 25 | $152.6M | $521.8M | ||
| Q4 24 | $312.5M | $92.9M | ||
| Q3 24 | $234.5M | $81.7M | ||
| Q2 24 | $332.4M | — |
自由现金流率BXPCALM
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 6.2% | ||
| Q3 25 | 26.6% | 25.3% | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 17.6% | 36.8% | ||
| Q4 24 | 36.4% | 9.7% | ||
| Q3 24 | 27.3% | 10.4% | ||
| Q2 24 | 39.1% | — |
资本支出强度BXPCALM
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 6.1% | ||
| Q3 25 | 4.9% | 4.9% | ||
| Q2 25 | 8.2% | — | ||
| Q1 25 | 6.6% | 3.5% | ||
| Q4 24 | 8.3% | 3.1% | ||
| Q3 24 | 6.0% | 4.6% | ||
| Q2 24 | 4.1% | — |
现金转化率BXPCALM
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 0.92× | ||
| Q3 25 | — | 1.40× | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | 1.12× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | 3.42× | 0.78× | ||
| Q2 24 | 4.61× | — |
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
BXP
| Lease | $818.2M | 94% |
| Parking and other | $30.8M | 4% |
| Development and management services | $9.2M | 1% |
CALM
| Retail | $625.4M | 81% |
| Prepared Foods | $71.7M | 9% |
| Egg Products | $34.5M | 4% |
| Service Other | $19.2M | 2% |
| Other | $13.8M | 2% |
