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BXP, Inc.(BXP)与COMMERCE BANCSHARES INC(CBSH)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COMMERCE BANCSHARES INC的1.8倍($872.1M vs $475.7M),COMMERCE BANCSHARES INC净利率更高(29.8% vs 15.3%,领先14.5%),COMMERCE BANCSHARES INC同比增速更快(11.1% vs 0.8%),过去两年COMMERCE BANCSHARES INC的营收复合增速更高(7.1% 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。
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司,在堪萨斯城和圣路易斯设有核心办公点,旗下Commerce Bank提供多元化金融服务,覆盖企业及个人银行、财富管理、关联公司投资等业务。
BXP vs CBSH — 直观对比
营收规模更大
BXP
是对方的1.8倍
$475.7M
营收增速更快
CBSH
高出10.3%
0.8%
净利率更高
CBSH
高出14.5%
15.3%
两年增速更快
CBSH
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $475.7M |
| 净利润 | $133.0M | $141.6M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 15.3% | 29.8% |
| 营收同比 | 0.8% | 11.1% |
| 净利润同比 | 53.0% | 10.5% |
| 每股收益(稀释后) | $1.69 | $0.96 |
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
BXP
CBSH
| Q1 26 | $872.1M | $475.7M | ||
| Q4 25 | $877.1M | $449.4M | ||
| Q3 25 | $871.5M | $441.0M | ||
| Q2 25 | $868.5M | $445.8M | ||
| Q1 25 | $865.2M | $428.1M | ||
| Q4 24 | $858.6M | $422.1M | ||
| Q3 24 | $859.2M | $421.4M | ||
| Q2 24 | $850.5M | $414.5M |
净利润
BXP
CBSH
| Q1 26 | $133.0M | $141.6M | ||
| Q4 25 | $248.4M | $140.7M | ||
| Q3 25 | $-121.7M | $141.5M | ||
| Q2 25 | $89.0M | $152.5M | ||
| Q1 25 | $61.2M | $131.6M | ||
| Q4 24 | $-228.9M | $136.1M | ||
| Q3 24 | $83.6M | $138.0M | ||
| Q2 24 | $79.6M | $139.6M |
毛利率
BXP
CBSH
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 59.2% | — | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.8% | — |
营业利润率
BXP
CBSH
| Q1 26 | — | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 41.9% | ||
| Q2 25 | — | 44.0% | ||
| Q1 25 | — | 39.2% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.4% | ||
| Q2 24 | — | 43.4% |
净利率
BXP
CBSH
| Q1 26 | 15.3% | 29.8% | ||
| Q4 25 | 28.3% | 31.3% | ||
| Q3 25 | -14.0% | 32.1% | ||
| Q2 25 | 10.2% | 34.2% | ||
| Q1 25 | 7.1% | 30.7% | ||
| Q4 24 | -26.7% | 32.2% | ||
| Q3 24 | 9.7% | 32.8% | ||
| Q2 24 | 9.4% | 33.7% |
每股收益(稀释后)
BXP
CBSH
| Q1 26 | $1.69 | $0.96 | ||
| Q4 25 | $1.56 | $0.86 | ||
| Q3 25 | $-0.77 | $1.06 | ||
| Q2 25 | $0.56 | $1.14 | ||
| Q1 25 | $0.39 | $0.98 | ||
| Q4 24 | $-1.46 | $0.83 | ||
| Q3 24 | $0.53 | $1.01 | ||
| Q2 24 | $0.51 | $1.03 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $4.3B |
| 总资产 | $25.1B | $35.7B |
| 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
BXP
CBSH
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $685.4M | — |
股东权益
BXP
CBSH
| Q1 26 | $7.7B | $4.3B | ||
| Q4 25 | $5.1B | $3.8B | ||
| Q3 25 | $5.0B | $3.8B | ||
| Q2 25 | $5.3B | $3.6B | ||
| Q1 25 | $5.3B | $3.5B | ||
| Q4 24 | $5.4B | $3.3B | ||
| Q3 24 | $5.8B | $3.4B | ||
| Q2 24 | $5.8B | $3.1B |
总资产
BXP
CBSH
| Q1 26 | $25.1B | $35.7B | ||
| Q4 25 | $26.2B | $32.9B | ||
| Q3 25 | $26.0B | $32.3B | ||
| Q2 25 | $25.6B | $32.3B | ||
| Q1 25 | $25.4B | $32.4B | ||
| Q4 24 | $26.1B | $32.0B | ||
| Q3 24 | $26.4B | $31.5B | ||
| Q2 24 | $25.5B | $30.6B |
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% |
CBSH
暂无分部数据