vs
BXP, Inc.（BXP）与CENTURY ALUMINUM CO（CENX）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CENTURY ALUMINUM CO的1.4倍（$872.1M vs $633.7M），BXP, Inc.净利率更高（15.3% vs 0.3%，领先15.0%），BXP, Inc.同比增速更快（0.8% vs 0.4%），过去两年CENTURY ALUMINUM CO的营收复合增速更高（13.8% 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。
世纪铝业是总部位于美国的原铝生产商，在美国肯塔基州、南卡罗来纳州及冰岛均设有铝生产工厂，是美国规模最大的原铝生产商，在纳斯达克上市，总部坐落于芝加哥南瓦克尔大道1号。
BXP vs CENX — 直观对比
营收规模更大
BXP
是对方的1.4倍
$633.7M
营收增速更快
BXP
高出0.4%
0.4%
净利率更高
BXP
高出15.0%
0.3%
两年增速更快
CENX
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $633.7M |
| 净利润 | $133.0M | $1.8M |
| 毛利率 | — | 13.0% |
| 营业利润率 | — | 5.2% |
| 净利率 | 15.3% | 0.3% |
| 营收同比 | 0.8% | 0.4% |
| 净利润同比 | 53.0% | -96.0% |
| 每股收益（稀释后） | $1.69 | $0.03 |
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BXPCENX
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $633.7M | ||
| Q3 25 | $871.5M | $632.2M | ||
| Q2 25 | $868.5M | $628.1M | ||
| Q1 25 | $865.2M | $633.9M | ||
| Q4 24 | $858.6M | $630.9M | ||
| Q3 24 | $859.2M | $539.1M | ||
| Q2 24 | $850.5M | $560.8M |
净利润BXPCENX
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $1.8M | ||
| Q3 25 | $-121.7M | $14.9M | ||
| Q2 25 | $89.0M | $-4.6M | ||
| Q1 25 | $61.2M | $29.7M | ||
| Q4 24 | $-228.9M | $45.2M | ||
| Q3 24 | $83.6M | $47.3M | ||
| Q2 24 | $79.6M | $-2.5M |
毛利率BXPCENX
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 13.0% | ||
| Q3 25 | 59.3% | 12.2% | ||
| Q2 25 | 59.2% | 5.8% | ||
| Q1 25 | 59.2% | 9.6% | ||
| Q4 24 | 59.7% | 10.5% | ||
| Q3 24 | 59.5% | 15.2% | ||
| Q2 24 | 59.8% | 3.6% |
营业利润率BXPCENX
| Q1 26 | — | — | ||
| Q4 25 | — | 5.2% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 11.8% | ||
| Q2 24 | — | 1.1% |
净利率BXPCENX
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 0.3% | ||
| Q3 25 | -14.0% | 2.4% | ||
| Q2 25 | 10.2% | -0.7% | ||
| Q1 25 | 7.1% | 4.7% | ||
| Q4 24 | -26.7% | 7.2% | ||
| Q3 24 | 9.7% | 8.8% | ||
| Q2 24 | 9.4% | -0.4% |
每股收益（稀释后）BXPCENX
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.03 | ||
| Q3 25 | $-0.77 | $0.15 | ||
| Q2 25 | $0.56 | $-0.05 | ||
| Q1 25 | $0.39 | $0.29 | ||
| Q4 24 | $-1.46 | $0.58 | ||
| Q3 24 | $0.53 | $0.46 | ||
| Q2 24 | $0.51 | $-0.03 |
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 | $134.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $805.6M |
| 总资产 | $25.1B | $2.3B |
| 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BXPCENX
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $134.2M | ||
| Q3 25 | $861.1M | $151.4M | ||
| Q2 25 | $447.0M | $40.7M | ||
| Q1 25 | $398.1M | $44.9M | ||
| Q4 24 | $1.3B | $32.9M | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $685.4M | $41.3M |
股东权益BXPCENX
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $805.6M | ||
| Q3 25 | $5.0B | $741.8M | ||
| Q2 25 | $5.3B | $724.4M | ||
| Q1 25 | $5.3B | $726.3M | ||
| Q4 24 | $5.4B | $694.4M | ||
| Q3 24 | $5.8B | $628.5M | ||
| Q2 24 | $5.8B | $601.5M |
总资产BXPCENX
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.3B | ||
| Q3 25 | $26.0B | $2.1B | ||
| Q2 25 | $25.6B | $1.9B | ||
| Q1 25 | $25.4B | $2.0B | ||
| Q4 24 | $26.1B | $1.9B | ||
| Q3 24 | $26.4B | $2.1B | ||
| Q2 24 | $25.5B | $1.8B |
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 | — | $102.8M |
| 自由现金流经营现金流 - 资本支出 | — | $67.7M |
| 自由现金流率自由现金流/营收 | — | 10.7% |
| 资本支出强度资本支出/营收 | 1.5% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 57.11× |
| 过去12个月自由现金流最近4个季度 | — | $84.8M |
8季度趋势，按日历期对齐
经营现金流BXPCENX
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $102.8M | ||
| Q3 25 | $274.2M | $2.0M | ||
| Q2 25 | $353.1M | $7.9M | ||
| Q1 25 | $210.0M | $72.3M | ||
| Q4 24 | $383.7M | $-41.4M | ||
| Q3 24 | $286.1M | $20.1M | ||
| Q2 24 | $367.1M | $11.5M |
自由现金流BXPCENX
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $67.7M | ||
| Q3 25 | $231.6M | $-18.1M | ||
| Q2 25 | $281.5M | $-15.9M | ||
| Q1 25 | $152.6M | $51.1M | ||
| Q4 24 | $312.5M | $-54.6M | ||
| Q3 24 | $234.5M | $-2.4M | ||
| Q2 24 | $332.4M | $-5.4M |
自由现金流率BXPCENX
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 10.7% | ||
| Q3 25 | 26.6% | -2.9% | ||
| Q2 25 | 32.4% | -2.5% | ||
| Q1 25 | 17.6% | 8.1% | ||
| Q4 24 | 36.4% | -8.7% | ||
| Q3 24 | 27.3% | -0.4% | ||
| Q2 24 | 39.1% | -1.0% |
资本支出强度BXPCENX
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 5.5% | ||
| Q3 25 | 4.9% | 3.2% | ||
| Q2 25 | 8.2% | 3.8% | ||
| Q1 25 | 6.6% | 3.3% | ||
| Q4 24 | 8.3% | 2.1% | ||
| Q3 24 | 6.0% | 4.2% | ||
| Q2 24 | 4.1% | 3.0% |
现金转化率BXPCENX
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 57.11× | ||
| Q3 25 | — | 0.13× | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | 2.43× | ||
| Q4 24 | — | -0.92× | ||
| Q3 24 | 3.42× | 0.42× | ||
| 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% |
CENX
| Aluminum | $566.3M | 89% |
| Alumina | $67.4M | 11% |
