vs
BXP, Inc.(BXP)与英特格(ENTG)财务数据对比。点击上方公司名可切换其他公司
BXP, Inc.的季度营收约是英特格的1.1倍($872.1M vs $823.9M),BXP, Inc.净利率更高(15.3% vs 6.0%,领先9.3%),BXP, Inc.同比增速更快(0.8% vs -3.1%),过去两年英特格的营收复合增速更高(3.4% 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。
英特格是面向半导体及其他高科技行业的材料供应商,全球员工约8000人,总部位于美国马萨诸塞州比勒里卡。公司在全球多国及地区布局生产、客户服务与研发设施,覆盖美国、加拿大、中国、德国、以色列、日本、马来西亚、新加坡、韩国、中国台湾等地。
BXP vs ENTG — 直观对比
营收规模更大
BXP
是对方的1.1倍
$823.9M
营收增速更快
BXP
高出3.9%
-3.1%
净利率更高
BXP
高出9.3%
6.0%
两年增速更快
ENTG
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $823.9M |
| 净利润 | $133.0M | $49.4M |
| 毛利率 | — | 43.8% |
| 营业利润率 | — | 12.7% |
| 净利率 | 15.3% | 6.0% |
| 营收同比 | 0.8% | -3.1% |
| 净利润同比 | 53.0% | -51.7% |
| 每股收益(稀释后) | $1.69 | $0.33 |
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
BXP
ENTG
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $823.9M | ||
| Q3 25 | $871.5M | $807.1M | ||
| Q2 25 | $868.5M | $792.4M | ||
| Q1 25 | $865.2M | $773.2M | ||
| Q4 24 | $858.6M | $849.8M | ||
| Q3 24 | $859.2M | $807.7M | ||
| Q2 24 | $850.5M | $812.7M |
净利润
BXP
ENTG
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $49.4M | ||
| Q3 25 | $-121.7M | $70.5M | ||
| Q2 25 | $89.0M | $52.8M | ||
| Q1 25 | $61.2M | $62.9M | ||
| Q4 24 | $-228.9M | $102.2M | ||
| Q3 24 | $83.6M | $77.6M | ||
| Q2 24 | $79.6M | $67.7M |
毛利率
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 43.8% | ||
| Q3 25 | 59.3% | 43.5% | ||
| Q2 25 | 59.2% | 44.4% | ||
| Q1 25 | 59.2% | 46.1% | ||
| Q4 24 | 59.7% | 45.6% | ||
| Q3 24 | 59.5% | 46.0% | ||
| Q2 24 | 59.8% | 46.2% |
营业利润率
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 15.8% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 16.9% | ||
| Q2 24 | — | 16.0% |
净利率
BXP
ENTG
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 6.0% | ||
| Q3 25 | -14.0% | 8.7% | ||
| Q2 25 | 10.2% | 6.7% | ||
| Q1 25 | 7.1% | 8.1% | ||
| Q4 24 | -26.7% | 12.0% | ||
| Q3 24 | 9.7% | 9.6% | ||
| Q2 24 | 9.4% | 8.3% |
每股收益(稀释后)
BXP
ENTG
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.33 | ||
| Q3 25 | $-0.77 | $0.46 | ||
| Q2 25 | $0.56 | $0.35 | ||
| Q1 25 | $0.39 | $0.41 | ||
| Q4 24 | $-1.46 | $0.67 | ||
| Q3 24 | $0.53 | $0.51 | ||
| Q2 24 | $0.51 | $0.45 |
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 | $360.4M |
| 总债务越低越好 | — | $3.7B |
| 股东权益账面价值 | $7.7B | $4.0B |
| 总资产 | $25.1B | $8.4B |
| 负债/权益比越低杠杆越低 | — | 0.94× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
ENTG
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $360.4M | ||
| Q3 25 | $861.1M | $399.8M | ||
| Q2 25 | $447.0M | $376.8M | ||
| Q1 25 | $398.1M | $340.9M | ||
| Q4 24 | $1.3B | $329.2M | ||
| Q3 24 | $1.4B | $432.1M | ||
| Q2 24 | $685.4M | $320.0M |
总债务
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.1B |
股东权益
BXP
ENTG
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $4.0B | ||
| Q3 25 | $5.0B | $3.9B | ||
| Q2 25 | $5.3B | $3.8B | ||
| Q1 25 | $5.3B | $3.7B | ||
| Q4 24 | $5.4B | $3.7B | ||
| Q3 24 | $5.8B | $3.6B | ||
| Q2 24 | $5.8B | $3.5B |
总资产
BXP
ENTG
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $8.4B | ||
| Q3 25 | $26.0B | $8.4B | ||
| Q2 25 | $25.6B | $8.4B | ||
| Q1 25 | $25.4B | $8.4B | ||
| Q4 24 | $26.1B | $8.4B | ||
| Q3 24 | $26.4B | $8.5B | ||
| Q2 24 | $25.5B | $8.3B |
负债/权益比
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 1.06× | ||
| Q4 24 | — | 1.08× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 1.18× |
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 | — | $192.0M |
| 自由现金流经营现金流 - 资本支出 | — | $134.0M |
| 自由现金流率自由现金流/营收 | — | 16.3% |
| 资本支出强度资本支出/营收 | 1.5% | 7.0% |
| 现金转化率经营现金流/净利润 | — | 3.89× |
| 过去12个月自由现金流最近4个季度 | — | $396.2M |
8季度趋势,按日历期对齐
经营现金流
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $192.0M | ||
| Q3 25 | $274.2M | $249.5M | ||
| Q2 25 | $353.1M | $113.5M | ||
| Q1 25 | $210.0M | $140.4M | ||
| Q4 24 | $383.7M | $176.1M | ||
| Q3 24 | $286.1M | $197.2M | ||
| Q2 24 | $367.1M | $111.2M |
自由现金流
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $134.0M | ||
| Q3 25 | $231.6M | $182.8M | ||
| Q2 25 | $281.5M | $47.0M | ||
| Q1 25 | $152.6M | $32.4M | ||
| Q4 24 | $312.5M | $68.6M | ||
| Q3 24 | $234.5M | $115.0M | ||
| Q2 24 | $332.4M | $51.9M |
自由现金流率
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 16.3% | ||
| Q3 25 | 26.6% | 22.6% | ||
| Q2 25 | 32.4% | 5.9% | ||
| Q1 25 | 17.6% | 4.2% | ||
| Q4 24 | 36.4% | 8.1% | ||
| Q3 24 | 27.3% | 14.2% | ||
| Q2 24 | 39.1% | 6.4% |
资本支出强度
BXP
ENTG
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 7.0% | ||
| Q3 25 | 4.9% | 8.3% | ||
| Q2 25 | 8.2% | 8.4% | ||
| Q1 25 | 6.6% | 14.0% | ||
| Q4 24 | 8.3% | 12.7% | ||
| Q3 24 | 6.0% | 10.2% | ||
| Q2 24 | 4.1% | 7.3% |
现金转化率
BXP
ENTG
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 3.89× | ||
| Q3 25 | — | 3.54× | ||
| Q2 25 | 3.97× | 2.15× | ||
| Q1 25 | 3.43× | 2.23× | ||
| Q4 24 | — | 1.72× | ||
| Q3 24 | 3.42× | 2.54× | ||
| Q2 24 | 4.61× | 1.64× |
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% |
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |