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BXP, Inc.(BXP)与Coeur Mining, Inc.(CDE)财务数据对比。点击上方公司名可切换其他公司
Coeur Mining, Inc.的季度营收约是BXP, Inc.的2.6倍($2.3B vs $872.1M),BXP, Inc.净利率更高(15.3% vs 10.9%,领先4.4%),Coeur Mining, Inc.同比增速更快(529.0% vs 0.8%),过去两年Coeur Mining, Inc.的营收复合增速更高(219.4% 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。
Coeur Mining, Inc.是纽交所上市的贵金属开采企业,在北美运营五座矿山,拥有员工2200名。2012年该公司为全球第九大白银生产商,2013年由原名称Coeur d'Alene Mines正式更名,总部也从爱达荷州科达伦迁至伊利诺伊州芝加哥。
BXP vs CDE — 直观对比
营收规模更大
CDE
是对方的2.6倍
$872.1M
营收增速更快
CDE
高出528.2%
0.8%
净利率更高
BXP
高出4.4%
10.9%
两年增速更快
CDE
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $2.3B |
| 净利润 | $133.0M | $246.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 15.4% |
| 净利率 | 15.3% | 10.9% |
| 营收同比 | 0.8% | 529.0% |
| 净利润同比 | 53.0% | 638.9% |
| 每股收益(稀释后) | $1.69 | $0.35 |
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
CDE
| Q1 26 | $872.1M | $2.3B | ||
| Q4 25 | $877.1M | $674.8M | ||
| Q3 25 | $871.5M | $554.6M | ||
| Q2 25 | $868.5M | $480.6M | ||
| Q1 25 | $865.2M | $360.1M | ||
| Q4 24 | $858.6M | $305.4M | ||
| Q3 24 | $859.2M | $313.5M | ||
| Q2 24 | $850.5M | $222.0M |
净利润
BXP
CDE
| Q1 26 | $133.0M | $246.8M | ||
| Q4 25 | $248.4M | $215.0M | ||
| Q3 25 | $-121.7M | $266.8M | ||
| Q2 25 | $89.0M | $70.7M | ||
| Q1 25 | $61.2M | $33.4M | ||
| Q4 24 | $-228.9M | $37.9M | ||
| Q3 24 | $83.6M | $48.7M | ||
| Q2 24 | $79.6M | $1.4M |
毛利率
BXP
CDE
| 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
CDE
| Q1 26 | — | 15.4% | ||
| Q4 25 | — | 48.6% | ||
| Q3 25 | — | 31.9% | ||
| Q2 25 | — | 29.1% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 21.8% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | — | 7.5% |
净利率
BXP
CDE
| Q1 26 | 15.3% | 10.9% | ||
| Q4 25 | 28.3% | 31.9% | ||
| Q3 25 | -14.0% | 48.1% | ||
| Q2 25 | 10.2% | 14.7% | ||
| Q1 25 | 7.1% | 9.3% | ||
| Q4 24 | -26.7% | 12.4% | ||
| Q3 24 | 9.7% | 15.5% | ||
| Q2 24 | 9.4% | 0.6% |
每股收益(稀释后)
BXP
CDE
| Q1 26 | $1.69 | $0.35 | ||
| Q4 25 | $1.56 | $0.37 | ||
| Q3 25 | $-0.77 | $0.41 | ||
| Q2 25 | $0.56 | $0.11 | ||
| Q1 25 | $0.39 | $0.06 | ||
| Q4 24 | $-1.46 | $0.11 | ||
| Q3 24 | $0.53 | $0.12 | ||
| Q2 24 | $0.51 | $0.00 |
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 | $843.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | — |
| 总资产 | $25.1B | $15.3B |
| 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
CDE
| Q1 26 | $512.8M | $843.2M | ||
| Q4 25 | $1.5B | $553.6M | ||
| Q3 25 | $861.1M | $266.3M | ||
| Q2 25 | $447.0M | $111.6M | ||
| Q1 25 | $398.1M | $77.6M | ||
| Q4 24 | $1.3B | $55.1M | ||
| Q3 24 | $1.4B | $76.9M | ||
| Q2 24 | $685.4M | $74.1M |
股东权益
BXP
CDE
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $3.3B | ||
| Q3 25 | $5.0B | $3.1B | ||
| Q2 25 | $5.3B | $2.8B | ||
| Q1 25 | $5.3B | $2.7B | ||
| Q4 24 | $5.4B | $1.1B | ||
| Q3 24 | $5.8B | $1.1B | ||
| Q2 24 | $5.8B | $1.0B |
总资产
BXP
CDE
| Q1 26 | $25.1B | $15.3B | ||
| Q4 25 | $26.2B | $4.7B | ||
| Q3 25 | $26.0B | $4.5B | ||
| Q2 25 | $25.6B | $4.2B | ||
| Q1 25 | $25.4B | $4.1B | ||
| Q4 24 | $26.1B | $2.3B | ||
| Q3 24 | $26.4B | $2.2B | ||
| Q2 24 | $25.5B | $2.1B |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $266.8M |
| 自由现金流率自由现金流/营收 | — | 11.8% |
| 资本支出强度资本支出/营收 | 1.5% | 3.3% |
| 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 | — | $914.9M |
8季度趋势,按日历期对齐
经营现金流
BXP
CDE
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $374.6M | ||
| Q3 25 | $274.2M | $237.7M | ||
| Q2 25 | $353.1M | $207.0M | ||
| Q1 25 | $210.0M | $67.6M | ||
| Q4 24 | $383.7M | $63.8M | ||
| Q3 24 | $286.1M | $111.1M | ||
| Q2 24 | $367.1M | $15.2M |
自由现金流
BXP
CDE
| Q1 26 | — | $266.8M | ||
| Q4 25 | $362.7M | $313.3M | ||
| Q3 25 | $231.6M | $188.7M | ||
| Q2 25 | $281.5M | $146.1M | ||
| Q1 25 | $152.6M | $17.6M | ||
| Q4 24 | $312.5M | $16.1M | ||
| Q3 24 | $234.5M | $69.1M | ||
| Q2 24 | $332.4M | $-36.2M |
自由现金流率
BXP
CDE
| Q1 26 | — | 11.8% | ||
| Q4 25 | 41.4% | 46.4% | ||
| Q3 25 | 26.6% | 34.0% | ||
| Q2 25 | 32.4% | 30.4% | ||
| Q1 25 | 17.6% | 4.9% | ||
| Q4 24 | 36.4% | 5.3% | ||
| Q3 24 | 27.3% | 22.0% | ||
| Q2 24 | 39.1% | -16.3% |
资本支出强度
BXP
CDE
| Q1 26 | 1.5% | 3.3% | ||
| Q4 25 | 5.1% | 9.1% | ||
| Q3 25 | 4.9% | 8.8% | ||
| Q2 25 | 8.2% | 12.7% | ||
| Q1 25 | 6.6% | 13.9% | ||
| Q4 24 | 8.3% | 15.6% | ||
| Q3 24 | 6.0% | 13.4% | ||
| Q2 24 | 4.1% | 23.2% |
现金转化率
BXP
CDE
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.74× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | 3.97× | 2.93× | ||
| Q1 25 | 3.43× | 2.03× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 3.42× | 2.28× | ||
| Q2 24 | 4.61× | 10.69× |
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% |
CDE
| EBITDA | $1.3B | 58% |
| Other | $915.9M | 40% |
| Asset retirement obligation accretion | $19.8M | 1% |
| Wage and hour litigation settlement | $6.5M | 0% |
| Inventory adjustments and write-downs | $5.4M | 0% |
| Mexico arbitration matter | $2.6M | 0% |
| Kensington royalty settlement | $29.0K | 0% |