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BXP, Inc.（BXP）与CARLISLE COMPANIES INC（CSL）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是BXP, Inc.的1.2倍（$1.1B vs $872.1M），BXP, Inc.净利率更高（15.3% vs 12.1%，领先3.1%），BXP, Inc.同比增速更快（0.8% vs -4.0%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -14.8%）
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。
卡莱尔公司是专业建筑产品供应商，聚焦于提升建筑能效与稳固性，面向商业建筑领域生产销售单层屋面产品、质保系统及配套配件，旗下设有卡莱尔建筑材料、卡莱尔防水技术两大业务板块，产品涵盖防潮材料、屋面防护层等多个品类。
BXP vs CSL — 直观对比
营收规模更大
CSL
是对方的1.2倍
$872.1M
营收增速更快
BXP
高出4.8%
-4.0%
净利率更高
BXP
高出3.1%
12.1%
两年增速更快
BXP
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.1B |
| 净利润 | $133.0M | $127.7M |
| 毛利率 | — | 34.5% |
| 营业利润率 | — | 17.1% |
| 净利率 | 15.3% | 12.1% |
| 营收同比 | 0.8% | -4.0% |
| 净利润同比 | 53.0% | -10.9% |
| 每股收益（稀释后） | $1.69 | $3.10 |
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BXPCSL
| Q1 26 | $872.1M | $1.1B | ||
| Q4 25 | $877.1M | $1.1B | ||
| Q3 25 | $871.5M | $1.3B | ||
| Q2 25 | $868.5M | $1.4B | ||
| Q1 25 | $865.2M | $1.1B | ||
| Q4 24 | $858.6M | $1.1B | ||
| Q3 24 | $859.2M | $1.3B | ||
| Q2 24 | $850.5M | $1.5B |
净利润BXPCSL
| Q1 26 | $133.0M | $127.7M | ||
| Q4 25 | $248.4M | $127.4M | ||
| Q3 25 | $-121.7M | $214.2M | ||
| Q2 25 | $89.0M | $255.8M | ||
| Q1 25 | $61.2M | $143.3M | ||
| Q4 24 | $-228.9M | $162.8M | ||
| Q3 24 | $83.6M | $244.3M | ||
| Q2 24 | $79.6M | $712.4M |
毛利率BXPCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | 58.8% | 33.8% | ||
| Q3 25 | 59.3% | 36.0% | ||
| Q2 25 | 59.2% | 37.3% | ||
| Q1 25 | 59.2% | 35.2% | ||
| Q4 24 | 59.7% | 36.1% | ||
| Q3 24 | 59.5% | 38.6% | ||
| Q2 24 | 59.8% | 39.2% |
营业利润率BXPCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | 23.1% | ||
| Q1 25 | — | 16.8% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 26.0% |
净利率BXPCSL
| Q1 26 | 15.3% | 12.1% | ||
| Q4 25 | 28.3% | 11.3% | ||
| Q3 25 | -14.0% | 15.9% | ||
| Q2 25 | 10.2% | 17.6% | ||
| Q1 25 | 7.1% | 13.1% | ||
| Q4 24 | -26.7% | 14.5% | ||
| Q3 24 | 9.7% | 18.3% | ||
| Q2 24 | 9.4% | 49.1% |
每股收益（稀释后）BXPCSL
| Q1 26 | $1.69 | $3.10 | ||
| Q4 25 | $1.56 | $3.06 | ||
| Q3 25 | $-0.77 | $4.98 | ||
| Q2 25 | $0.56 | $5.88 | ||
| Q1 25 | $0.39 | $3.20 | ||
| Q4 24 | $-1.46 | $3.76 | ||
| Q3 24 | $0.53 | $5.25 | ||
| Q2 24 | $0.51 | $14.84 |
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 | $771.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $1.7B |
| 总资产 | $25.1B | — |
| 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BXPCSL
| Q1 26 | $512.8M | $771.3M | ||
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $861.1M | $1.1B | ||
| Q2 25 | $447.0M | $68.4M | ||
| Q1 25 | $398.1M | $220.2M | ||
| Q4 24 | $1.3B | $753.5M | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $685.4M | $1.7B |
总债务BXPCSL
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益BXPCSL
| Q1 26 | $7.7B | $1.7B | ||
| Q4 25 | $5.1B | $1.8B | ||
| Q3 25 | $5.0B | $2.0B | ||
| Q2 25 | $5.3B | $2.1B | ||
| Q1 25 | $5.3B | $2.2B | ||
| Q4 24 | $5.4B | $2.5B | ||
| Q3 24 | $5.8B | $2.8B | ||
| Q2 24 | $5.8B | $3.0B |
总资产BXPCSL
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $6.3B | ||
| Q3 25 | $26.0B | $6.5B | ||
| Q2 25 | $25.6B | $5.5B | ||
| Q1 25 | $25.4B | $5.5B | ||
| Q4 24 | $26.1B | $5.8B | ||
| Q3 24 | $26.4B | $6.5B | ||
| Q2 24 | $25.5B | $6.7B |
负债/权益比BXPCSL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.76× |
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 | — | $-73.0M |
| 自由现金流率自由现金流/营收 | — | -6.9% |
| 资本支出强度资本支出/营收 | 1.5% | 2.7% |
| 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 | — | $924.8M |
8季度趋势，按日历期对齐
经营现金流BXPCSL
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $386.0M | ||
| Q3 25 | $274.2M | $426.9M | ||
| Q2 25 | $353.1M | $287.1M | ||
| Q1 25 | $210.0M | $1.8M | ||
| Q4 24 | $383.7M | $370.6M | ||
| Q3 24 | $286.1M | $312.8M | ||
| Q2 24 | $367.1M | $183.4M |
自由现金流BXPCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $362.7M | $346.1M | ||
| Q3 25 | $231.6M | $393.4M | ||
| Q2 25 | $281.5M | $258.3M | ||
| Q1 25 | $152.6M | $-27.2M | ||
| Q4 24 | $312.5M | $334.0M | ||
| Q3 24 | $234.5M | $293.5M | ||
| Q2 24 | $332.4M | $158.5M |
自由现金流率BXPCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | 41.4% | 30.7% | ||
| Q3 25 | 26.6% | 29.2% | ||
| Q2 25 | 32.4% | 17.8% | ||
| Q1 25 | 17.6% | -2.5% | ||
| Q4 24 | 36.4% | 29.7% | ||
| Q3 24 | 27.3% | 22.0% | ||
| Q2 24 | 39.1% | 10.9% |
资本支出强度BXPCSL
| Q1 26 | 1.5% | 2.7% | ||
| Q4 25 | 5.1% | 3.5% | ||
| Q3 25 | 4.9% | 2.5% | ||
| Q2 25 | 8.2% | 2.0% | ||
| Q1 25 | 6.6% | 2.6% | ||
| Q4 24 | 8.3% | 3.3% | ||
| Q3 24 | 6.0% | 1.4% | ||
| Q2 24 | 4.1% | 1.7% |
现金转化率BXPCSL
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 3.03× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | 3.97× | 1.12× | ||
| Q1 25 | 3.43× | 0.01× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 3.42× | 1.28× | ||
| Q2 24 | 4.61× | 0.26× |
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% |
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
