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BXP, Inc.（BXP）与CRACKER BARREL OLD COUNTRY STORE, INC（CBRL）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CRACKER BARREL OLD COUNTRY STORE, INC的1.1倍（$872.1M vs $797.2M），BXP, Inc.净利率更高（15.3% vs -3.1%，领先18.3%），BXP, Inc.同比增速更快（0.8% vs -10.9%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -2.4%）
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。
Cracker Barrel是源自美国南方乡村风格的连锁餐厅与礼品店品牌，1969年由丹·埃文斯与汤米·洛创立，总部位于田纳西州黎巴嫩。品牌最初门店多开设在美国东南部和中西部的高速公路出口附近，于上世纪90年代至21世纪初逐步扩张至全美各地。
BXP vs CBRL — 直观对比
营收规模更大
BXP
是对方的1.1倍
$797.2M
营收增速更快
BXP
高出11.7%
-10.9%
净利率更高
BXP
高出18.3%
-3.1%
两年增速更快
BXP
近两年复合增速
-2.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $797.2M |
| 净利润 | $133.0M | $-24.6M |
| 毛利率 | — | 68.8% |
| 营业利润率 | — | -4.1% |
| 净利率 | 15.3% | -3.1% |
| 营收同比 | 0.8% | -10.9% |
| 净利润同比 | 53.0% | -235.7% |
| 每股收益（稀释后） | $1.69 | $-1.10 |
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BXPCBRL
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $797.2M | ||
| Q3 25 | $871.5M | — | ||
| Q2 25 | $868.5M | $821.1M | ||
| Q1 25 | $865.2M | $949.4M | ||
| Q4 24 | $858.6M | — | ||
| Q3 24 | $859.2M | $894.4M | ||
| Q2 24 | $850.5M | $817.1M |
净利润BXPCBRL
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-24.6M | ||
| Q3 25 | $-121.7M | — | ||
| Q2 25 | $89.0M | $12.6M | ||
| Q1 25 | $61.2M | $22.2M | ||
| Q4 24 | $-228.9M | — | ||
| Q3 24 | $83.6M | $18.1M | ||
| Q2 24 | $79.6M | $-9.2M |
毛利率BXPCBRL
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 68.8% | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | 69.9% | ||
| Q1 25 | 59.2% | 67.4% | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | 69.6% | ||
| Q2 24 | 59.8% | 70.0% |
营业利润率BXPCBRL
| Q1 26 | — | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | -2.4% |
净利率BXPCBRL
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -3.1% | ||
| Q3 25 | -14.0% | — | ||
| Q2 25 | 10.2% | 1.5% | ||
| Q1 25 | 7.1% | 2.3% | ||
| Q4 24 | -26.7% | — | ||
| Q3 24 | 9.7% | 2.0% | ||
| Q2 24 | 9.4% | -1.1% |
每股收益（稀释后）BXPCBRL
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $-1.10 | ||
| Q3 25 | $-0.77 | — | ||
| Q2 25 | $0.56 | $0.56 | ||
| Q1 25 | $0.39 | $0.99 | ||
| Q4 24 | $-1.46 | — | ||
| Q3 24 | $0.53 | $0.80 | ||
| Q2 24 | $0.51 | $-0.41 |
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 | $8.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $428.8M |
| 总资产 | $25.1B | $2.2B |
| 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BXPCBRL
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $8.9M | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | $9.8M | ||
| Q1 25 | $398.1M | $10.3M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | $12.0M | ||
| Q2 24 | $685.4M | $11.9M |
股东权益BXPCBRL
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $428.8M | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.3B | $469.3M | ||
| Q1 25 | $5.3B | $460.9M | ||
| Q4 24 | $5.4B | — | ||
| Q3 24 | $5.8B | $440.1M | ||
| Q2 24 | $5.8B | $426.6M |
总资产BXPCBRL
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.2B | ||
| Q3 25 | $26.0B | — | ||
| Q2 25 | $25.6B | $2.1B | ||
| Q1 25 | $25.4B | $2.1B | ||
| Q4 24 | $26.1B | — | ||
| Q3 24 | $26.4B | $2.2B | ||
| Q2 24 | $25.5B | $2.2B |
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 | — | $-53.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-88.9M |
| 自由现金流率自由现金流/营收 | — | -11.2% |
| 资本支出强度资本支出/营收 | 1.5% | 4.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BXPCBRL
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $-53.4M | ||
| Q3 25 | $274.2M | — | ||
| Q2 25 | $353.1M | $23.0M | ||
| Q1 25 | $210.0M | — | ||
| Q4 24 | $383.7M | — | ||
| Q3 24 | $286.1M | $69.5M | ||
| Q2 24 | $367.1M | $37.6M |
自由现金流BXPCBRL
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $-88.9M | ||
| Q3 25 | $231.6M | — | ||
| Q2 25 | $281.5M | $-13.6M | ||
| Q1 25 | $152.6M | — | ||
| Q4 24 | $312.5M | — | ||
| Q3 24 | $234.5M | $22.1M | ||
| Q2 24 | $332.4M | $8.2M |
自由现金流率BXPCBRL
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | -11.2% | ||
| Q3 25 | 26.6% | — | ||
| Q2 25 | 32.4% | -1.7% | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 27.3% | 2.5% | ||
| Q2 24 | 39.1% | 1.0% |
资本支出强度BXPCBRL
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 4.5% | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 8.2% | 4.5% | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 6.0% | 5.3% | ||
| Q2 24 | 4.1% | 3.6% |
现金转化率BXPCBRL
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | 1.83× | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 3.83× | ||
| 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% |
CBRL
| Restaurant | $650.6M | 82% |
| Retail | $146.6M | 18% |
