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BXP, Inc.（BXP）与艾诺斯（ENS）财务数据对比。点击上方公司名可切换其他公司
艾诺斯的季度营收约是BXP, Inc.的1.1倍（$919.1M vs $872.1M），BXP, Inc.净利率更高（15.3% vs 9.8%，领先5.4%），艾诺斯同比增速更快（1.4% vs 0.8%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs 0.5%）
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。
艾诺斯是全球领先的工业储能系统及技术供应商，主营备用电源、动力电源类电池的生产，同时还提供电池充电器、电力设备、电池配件及户外设备防护机箱等相关产品，可充分满足各类工业场景的储能需求。
BXP vs ENS — 直观对比
营收规模更大
ENS
是对方的1.1倍
$872.1M
营收增速更快
ENS
高出0.6%
0.8%
净利率更高
BXP
高出5.4%
9.8%
两年增速更快
BXP
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $919.1M |
| 净利润 | $133.0M | $90.4M |
| 毛利率 | — | 30.1% |
| 营业利润率 | — | 13.5% |
| 净利率 | 15.3% | 9.8% |
| 营收同比 | 0.8% | 1.4% |
| 净利润同比 | 53.0% | -21.3% |
| 每股收益（稀释后） | $1.69 | $2.40 |
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BXPENS
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $919.1M | ||
| Q3 25 | $871.5M | $951.3M | ||
| Q2 25 | $868.5M | $893.0M | ||
| Q1 25 | $865.2M | $974.8M | ||
| Q4 24 | $858.6M | $906.2M | ||
| Q3 24 | $859.2M | $883.7M | ||
| Q2 24 | $850.5M | $852.9M |
净利润BXPENS
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $90.4M | ||
| Q3 25 | $-121.7M | $68.4M | ||
| Q2 25 | $89.0M | $57.5M | ||
| Q1 25 | $61.2M | $96.5M | ||
| Q4 24 | $-228.9M | $114.8M | ||
| Q3 24 | $83.6M | $82.3M | ||
| Q2 24 | $79.6M | $70.1M |
毛利率BXPENS
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 30.1% | ||
| Q3 25 | 59.3% | 29.1% | ||
| Q2 25 | 59.2% | 28.4% | ||
| Q1 25 | 59.2% | 31.2% | ||
| Q4 24 | 59.7% | 32.9% | ||
| Q3 24 | 59.5% | 28.5% | ||
| Q2 24 | 59.8% | 27.9% |
营业利润率BXPENS
| Q1 26 | — | — | ||
| Q4 25 | — | 13.5% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | — | 9.7% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 10.7% |
净利率BXPENS
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 9.8% | ||
| Q3 25 | -14.0% | 7.2% | ||
| Q2 25 | 10.2% | 6.4% | ||
| Q1 25 | 7.1% | 9.9% | ||
| Q4 24 | -26.7% | 12.7% | ||
| Q3 24 | 9.7% | 9.3% | ||
| Q2 24 | 9.4% | 8.2% |
每股收益（稀释后）BXPENS
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $2.40 | ||
| Q3 25 | $-0.77 | $1.80 | ||
| Q2 25 | $0.56 | $1.46 | ||
| Q1 25 | $0.39 | $2.39 | ||
| Q4 24 | $-1.46 | $2.88 | ||
| Q3 24 | $0.53 | $2.01 | ||
| Q2 24 | $0.51 | $1.71 |
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 | $450.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $1.9B |
| 总资产 | $25.1B | $4.0B |
| 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BXPENS
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $450.1M | ||
| Q3 25 | $861.1M | $388.6M | ||
| Q2 25 | $447.0M | $346.7M | ||
| Q1 25 | $398.1M | $343.1M | ||
| Q4 24 | $1.3B | $463.2M | ||
| Q3 24 | $1.4B | $407.9M | ||
| Q2 24 | $685.4M | $344.1M |
总债务BXPENS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BXPENS
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $1.9B | ||
| Q3 25 | $5.0B | $1.9B | ||
| Q2 25 | $5.3B | $1.9B | ||
| Q1 25 | $5.3B | $1.9B | ||
| Q4 24 | $5.4B | $1.8B | ||
| Q3 24 | $5.8B | $1.8B | ||
| Q2 24 | $5.8B | $1.8B |
总资产BXPENS
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $4.0B | ||
| Q3 25 | $26.0B | $4.1B | ||
| Q2 25 | $25.6B | $4.1B | ||
| Q1 25 | $25.4B | $4.0B | ||
| Q4 24 | $26.1B | $4.0B | ||
| Q3 24 | $26.4B | $4.0B | ||
| Q2 24 | $25.5B | $3.6B |
负债/权益比BXPENS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.57× | ||
| 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 | — | $184.6M |
| 自由现金流经营现金流 - 资本支出 | — | $171.3M |
| 自由现金流率自由现金流/营收 | — | 18.6% |
| 资本支出强度资本支出/营收 | 1.5% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 2.04× |
| 过去12个月自由现金流最近4个季度 | — | $441.3M |
8季度趋势，按日历期对齐
经营现金流BXPENS
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $184.6M | ||
| Q3 25 | $274.2M | $218.0M | ||
| Q2 25 | $353.1M | $968.0K | ||
| Q1 25 | $210.0M | $135.2M | ||
| Q4 24 | $383.7M | $81.1M | ||
| Q3 24 | $286.1M | $33.6M | ||
| Q2 24 | $367.1M | $10.4M |
自由现金流BXPENS
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $171.3M | ||
| Q3 25 | $231.6M | $197.1M | ||
| Q2 25 | $281.5M | $-32.1M | ||
| Q1 25 | $152.6M | $104.9M | ||
| Q4 24 | $312.5M | $56.8M | ||
| Q3 24 | $234.5M | $3.3M | ||
| Q2 24 | $332.4M | $-25.7M |
自由现金流率BXPENS
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 18.6% | ||
| Q3 25 | 26.6% | 20.7% | ||
| Q2 25 | 32.4% | -3.6% | ||
| Q1 25 | 17.6% | 10.8% | ||
| Q4 24 | 36.4% | 6.3% | ||
| Q3 24 | 27.3% | 0.4% | ||
| Q2 24 | 39.1% | -3.0% |
资本支出强度BXPENS
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 1.4% | ||
| Q3 25 | 4.9% | 2.2% | ||
| Q2 25 | 8.2% | 3.7% | ||
| Q1 25 | 6.6% | 3.1% | ||
| Q4 24 | 8.3% | 2.7% | ||
| Q3 24 | 6.0% | 3.4% | ||
| Q2 24 | 4.1% | 4.2% |
现金转化率BXPENS
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 2.04× | ||
| Q3 25 | — | 3.19× | ||
| Q2 25 | 3.97× | 0.02× | ||
| Q1 25 | 3.43× | 1.40× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 3.42× | 0.41× | ||
| Q2 24 | 4.61× | 0.15× |
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% |
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
