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BXP, Inc.（BXP）与Datadog（DDOG）财务数据对比。点击上方公司名可切换其他公司
Datadog的季度营收约是BXP, Inc.的1.1倍（$953.2M vs $872.1M），BXP, Inc.净利率更高（15.3% vs 4.9%，领先10.4%），Datadog同比增速更快（29.2% vs 0.8%），过去两年Datadog的营收复合增速更高（24.9% 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。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
BXP vs DDOG — 直观对比
营收规模更大
DDOG
是对方的1.1倍
$872.1M
营收增速更快
DDOG
高出28.4%
0.8%
净利率更高
BXP
高出10.4%
4.9%
两年增速更快
DDOG
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $953.2M |
| 净利润 | $133.0M | $46.6M |
| 毛利率 | — | 80.4% |
| 营业利润率 | — | 1.0% |
| 净利率 | 15.3% | 4.9% |
| 营收同比 | 0.8% | 29.2% |
| 净利润同比 | 53.0% | 2.1% |
| 每股收益（稀释后） | $1.69 | $0.13 |
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BXPDDOG
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $953.2M | ||
| Q3 25 | $871.5M | $885.7M | ||
| Q2 25 | $868.5M | $826.8M | ||
| Q1 25 | $865.2M | $761.6M | ||
| Q4 24 | $858.6M | $737.7M | ||
| Q3 24 | $859.2M | $690.0M | ||
| Q2 24 | $850.5M | $645.3M |
净利润BXPDDOG
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $46.6M | ||
| Q3 25 | $-121.7M | $33.9M | ||
| Q2 25 | $89.0M | $2.6M | ||
| Q1 25 | $61.2M | $24.6M | ||
| Q4 24 | $-228.9M | $45.6M | ||
| Q3 24 | $83.6M | $51.7M | ||
| Q2 24 | $79.6M | $43.8M |
毛利率BXPDDOG
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 80.4% | ||
| Q3 25 | 59.3% | 80.1% | ||
| Q2 25 | 59.2% | 79.9% | ||
| Q1 25 | 59.2% | 79.3% | ||
| Q4 24 | 59.7% | 80.5% | ||
| Q3 24 | 59.5% | 80.0% | ||
| Q2 24 | 59.8% | 80.9% |
营业利润率BXPDDOG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | -4.3% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 2.0% |
净利率BXPDDOG
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 4.9% | ||
| Q3 25 | -14.0% | 3.8% | ||
| Q2 25 | 10.2% | 0.3% | ||
| Q1 25 | 7.1% | 3.2% | ||
| Q4 24 | -26.7% | 6.2% | ||
| Q3 24 | 9.7% | 7.5% | ||
| Q2 24 | 9.4% | 6.8% |
每股收益（稀释后）BXPDDOG
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.13 | ||
| Q3 25 | $-0.77 | $0.10 | ||
| Q2 25 | $0.56 | $0.01 | ||
| Q1 25 | $0.39 | $0.07 | ||
| Q4 24 | $-1.46 | $0.14 | ||
| Q3 24 | $0.53 | $0.14 | ||
| Q2 24 | $0.51 | $0.12 |
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 | $401.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $3.7B |
| 总资产 | $25.1B | $6.6B |
| 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BXPDDOG
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $401.3M | ||
| Q3 25 | $861.1M | $540.6M | ||
| Q2 25 | $447.0M | $489.0M | ||
| Q1 25 | $398.1M | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $337.4M | ||
| Q2 24 | $685.4M | $411.0M |
股东权益BXPDDOG
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $3.7B | ||
| Q3 25 | $5.0B | $3.4B | ||
| Q2 25 | $5.3B | $3.2B | ||
| Q1 25 | $5.3B | $2.9B | ||
| Q4 24 | $5.4B | $2.7B | ||
| Q3 24 | $5.8B | $2.6B | ||
| Q2 24 | $5.8B | $2.4B |
总资产BXPDDOG
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $6.6B | ||
| Q3 25 | $26.0B | $6.1B | ||
| Q2 25 | $25.6B | $5.8B | ||
| Q1 25 | $25.4B | $6.0B | ||
| Q4 24 | $26.1B | $5.8B | ||
| Q3 24 | $26.4B | $4.6B | ||
| Q2 24 | $25.5B | $4.4B |
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 | — | $327.1M |
| 自由现金流经营现金流 - 资本支出 | — | $318.2M |
| 自由现金流率自由现金流/营收 | — | 33.4% |
| 资本支出强度资本支出/营收 | 1.5% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 7.02× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流BXPDDOG
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $327.1M | ||
| Q3 25 | $274.2M | $251.5M | ||
| Q2 25 | $353.1M | $200.1M | ||
| Q1 25 | $210.0M | $271.5M | ||
| Q4 24 | $383.7M | $265.2M | ||
| Q3 24 | $286.1M | $228.7M | ||
| Q2 24 | $367.1M | $164.4M |
自由现金流BXPDDOG
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $318.2M | ||
| Q3 25 | $231.6M | $234.7M | ||
| Q2 25 | $281.5M | $184.9M | ||
| Q1 25 | $152.6M | $262.8M | ||
| Q4 24 | $312.5M | $257.5M | ||
| Q3 24 | $234.5M | $220.3M | ||
| Q2 24 | $332.4M | $160.0M |
自由现金流率BXPDDOG
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 33.4% | ||
| Q3 25 | 26.6% | 26.5% | ||
| Q2 25 | 32.4% | 22.4% | ||
| Q1 25 | 17.6% | 34.5% | ||
| Q4 24 | 36.4% | 34.9% | ||
| Q3 24 | 27.3% | 31.9% | ||
| Q2 24 | 39.1% | 24.8% |
资本支出强度BXPDDOG
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | 4.9% | 1.9% | ||
| Q2 25 | 8.2% | 1.8% | ||
| Q1 25 | 6.6% | 1.1% | ||
| Q4 24 | 8.3% | 1.1% | ||
| Q3 24 | 6.0% | 1.2% | ||
| Q2 24 | 4.1% | 0.7% |
现金转化率BXPDDOG
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 7.02× | ||
| Q3 25 | — | 7.42× | ||
| Q2 25 | 3.97× | 75.58× | ||
| Q1 25 | 3.43× | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | 3.42× | 4.42× | ||
| Q2 24 | 4.61× | 3.75× |
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% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
