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BXP, Inc.（BXP）与CrowdStrike（CRWD）财务数据对比。点击上方公司名可切换其他公司
CrowdStrike的季度营收约是BXP, Inc.的1.5倍（$1.3B vs $872.1M），BXP, Inc.净利率更高（15.3% vs 3.1%，领先12.1%），CrowdStrike同比增速更快（23.3% vs 0.8%），过去两年CrowdStrike的营收复合增速更高（19.0% 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。
CrowdStrike Holdings, Inc.是总部位于美国得克萨斯州奥斯汀的网络安全科技企业，核心业务涵盖终端安全防护、威胁情报提供与网络攻击响应服务，可为全球各行业客户有效应对各类网络安全风险，保障系统与数据安全。
BXP vs CRWD — 直观对比
营收规模更大
CRWD
是对方的1.5倍
$872.1M
营收增速更快
CRWD
高出22.5%
0.8%
净利率更高
BXP
高出12.1%
3.1%
两年增速更快
CRWD
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.3B |
| 净利润 | $133.0M | $40.8M |
| 毛利率 | — | 75.8% |
| 营业利润率 | — | 23.7% |
| 净利率 | 15.3% | 3.1% |
| 营收同比 | 0.8% | 23.3% |
| 净利润同比 | 53.0% | 424.5% |
| 每股收益（稀释后） | $1.69 | $0.15 |
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BXPCRWD
| Q1 26 | $872.1M | $1.3B | ||
| Q4 25 | $877.1M | $1.2B | ||
| Q3 25 | $871.5M | $1.2B | ||
| Q2 25 | $868.5M | $1.1B | ||
| Q1 25 | $865.2M | $1.1B | ||
| Q4 24 | $858.6M | $1.0B | ||
| Q3 24 | $859.2M | $963.9M | ||
| Q2 24 | $850.5M | $921.0M |
净利润BXPCRWD
| Q1 26 | $133.0M | $40.8M | ||
| Q4 25 | $248.4M | $-34.0M | ||
| Q3 25 | $-121.7M | $-77.7M | ||
| Q2 25 | $89.0M | $-110.2M | ||
| Q1 25 | $61.2M | $-92.3M | ||
| Q4 24 | $-228.9M | $-16.8M | ||
| Q3 24 | $83.6M | $47.0M | ||
| Q2 24 | $79.6M | $42.8M |
毛利率BXPCRWD
| Q1 26 | — | 75.8% | ||
| Q4 25 | 58.8% | 75.1% | ||
| Q3 25 | 59.3% | 73.5% | ||
| Q2 25 | 59.2% | 73.8% | ||
| Q1 25 | 59.2% | 74.1% | ||
| Q4 24 | 59.7% | 74.7% | ||
| Q3 24 | 59.5% | 75.4% | ||
| Q2 24 | 59.8% | 75.6% |
营业利润率BXPCRWD
| Q1 26 | — | 23.7% | ||
| Q4 25 | — | -5.6% | ||
| Q3 25 | — | -9.7% | ||
| Q2 25 | — | -11.3% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | — | -5.5% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 0.8% |
净利率BXPCRWD
| Q1 26 | 15.3% | 3.1% | ||
| Q4 25 | 28.3% | -2.8% | ||
| Q3 25 | -14.0% | -6.6% | ||
| Q2 25 | 10.2% | -10.0% | ||
| Q1 25 | 7.1% | -8.7% | ||
| Q4 24 | -26.7% | -1.7% | ||
| Q3 24 | 9.7% | 4.9% | ||
| Q2 24 | 9.4% | 4.6% |
每股收益（稀释后）BXPCRWD
| Q1 26 | $1.69 | $0.15 | ||
| Q4 25 | $1.56 | $-0.14 | ||
| Q3 25 | $-0.77 | $-0.31 | ||
| Q2 25 | $0.56 | $-0.44 | ||
| Q1 25 | $0.39 | $-0.37 | ||
| Q4 24 | $-1.46 | $-0.07 | ||
| Q3 24 | $0.53 | $0.19 | ||
| Q2 24 | $0.51 | $0.17 |
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 | $5.2B |
| 总债务越低越好 | — | $745.5M |
| 股东权益账面价值 | $7.7B | $4.5B |
| 总资产 | $25.1B | $11.1B |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资BXPCRWD
| Q1 26 | $512.8M | $5.2B | ||
| Q4 25 | $1.5B | $4.8B | ||
| Q3 25 | $861.1M | $5.0B | ||
| Q2 25 | $447.0M | $4.6B | ||
| Q1 25 | $398.1M | $4.3B | ||
| Q4 24 | $1.3B | $4.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $685.4M | $3.7B |
总债务BXPCRWD
| Q1 26 | — | $745.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BXPCRWD
| Q1 26 | $7.7B | $4.5B | ||
| Q4 25 | $5.1B | $4.0B | ||
| Q3 25 | $5.0B | $3.8B | ||
| Q2 25 | $5.3B | $3.5B | ||
| Q1 25 | $5.3B | $3.3B | ||
| Q4 24 | $5.4B | $3.1B | ||
| Q3 24 | $5.8B | $2.9B | ||
| Q2 24 | $5.8B | $2.5B |
总资产BXPCRWD
| Q1 26 | $25.1B | $11.1B | ||
| Q4 25 | $26.2B | $10.0B | ||
| Q3 25 | $26.0B | $9.3B | ||
| Q2 25 | $25.6B | $8.7B | ||
| Q1 25 | $25.4B | $8.7B | ||
| Q4 24 | $26.1B | $7.8B | ||
| Q3 24 | $26.4B | $7.2B | ||
| Q2 24 | $25.5B | $6.8B |
负债/权益比BXPCRWD
| Q1 26 | — | 0.17× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $1.6B |
| 自由现金流经营现金流 - 资本支出 | — | $376.4M |
| 自由现金流率自由现金流/营收 | — | 28.8% |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | 39.54× |
| 过去12个月自由现金流最近4个季度 | — | $1.3B |
8季度趋势，按日历期对齐
经营现金流BXPCRWD
| Q1 26 | — | $1.6B | ||
| Q4 25 | $407.8M | $397.5M | ||
| Q3 25 | $274.2M | $332.8M | ||
| Q2 25 | $353.1M | $384.1M | ||
| Q1 25 | $210.0M | $345.7M | ||
| Q4 24 | $383.7M | $326.1M | ||
| Q3 24 | $286.1M | $326.6M | ||
| Q2 24 | $367.1M | $383.2M |
自由现金流BXPCRWD
| Q1 26 | — | $376.4M | ||
| Q4 25 | $362.7M | $314.1M | ||
| Q3 25 | $231.6M | $302.3M | ||
| Q2 25 | $281.5M | $298.4M | ||
| Q1 25 | $152.6M | $258.5M | ||
| Q4 24 | $312.5M | $247.4M | ||
| Q3 24 | $234.5M | $287.4M | ||
| Q2 24 | $332.4M | $333.5M |
自由现金流率BXPCRWD
| Q1 26 | — | 28.8% | ||
| Q4 25 | 41.4% | 25.5% | ||
| Q3 25 | 26.6% | 25.9% | ||
| Q2 25 | 32.4% | 27.0% | ||
| Q1 25 | 17.6% | 24.4% | ||
| Q4 24 | 36.4% | 24.5% | ||
| Q3 24 | 27.3% | 29.8% | ||
| Q2 24 | 39.1% | 36.2% |
资本支出强度BXPCRWD
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 6.8% | ||
| Q3 25 | 4.9% | 2.6% | ||
| Q2 25 | 8.2% | 7.8% | ||
| Q1 25 | 6.6% | 8.2% | ||
| Q4 24 | 8.3% | 7.8% | ||
| Q3 24 | 6.0% | 4.1% | ||
| Q2 24 | 4.1% | 5.4% |
现金转化率BXPCRWD
| Q1 26 | — | 39.54× | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 6.95× | ||
| Q2 24 | 4.61× | 8.95× |
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% |
CRWD
| Subscription | $1.2B | 95% |
| Other | $63.1M | 5% |
