vs
BXP, Inc.（BXP）与Erie Indemnity（ERIE）财务数据对比。点击上方公司名可切换其他公司
Erie Indemnity的季度营收约是BXP, Inc.的1.2倍（$1.0B vs $872.1M），BXP, Inc.净利率更高（15.3% vs 14.9%，领先0.4%），Erie Indemnity同比增速更快（2.3% vs 0.8%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs 1.1%）
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。
总部位于美国宾夕法尼亚州伊利市的伊利保险集团是财产及意外伤害保险提供商，通过独立保险代理人网络销售车险、家财险、商业保险及人寿保险产品。2021年，该集团以2020财年总营收跻身当年美国财富500强榜单第347位。
BXP vs ERIE — 直观对比
营收规模更大
ERIE
是对方的1.2倍
$872.1M
营收增速更快
ERIE
高出1.5%
0.8%
净利率更高
BXP
高出0.4%
14.9%
两年增速更快
BXP
近两年复合增速
1.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.0B |
| 净利润 | $133.0M | $150.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 16.5% |
| 净利率 | 15.3% | 14.9% |
| 营收同比 | 0.8% | 2.3% |
| 净利润同比 | 53.0% | 8.7% |
| 每股收益（稀释后） | $1.69 | — |
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BXPERIE
| Q1 26 | $872.1M | $1.0B | ||
| Q4 25 | $877.1M | $951.0M | ||
| Q3 25 | $871.5M | $1.1B | ||
| Q2 25 | $868.5M | $1.1B | ||
| Q1 25 | $865.2M | $989.4M | ||
| Q4 24 | $858.6M | $924.1M | ||
| Q3 24 | $859.2M | $999.9M | ||
| Q2 24 | $850.5M | $990.4M |
净利润BXPERIE
| Q1 26 | $133.0M | $150.5M | ||
| Q4 25 | $248.4M | $63.4M | ||
| Q3 25 | $-121.7M | $182.9M | ||
| Q2 25 | $89.0M | $174.7M | ||
| Q1 25 | $61.2M | $138.4M | ||
| Q4 24 | $-228.9M | $152.0M | ||
| Q3 24 | $83.6M | $159.8M | ||
| Q2 24 | $79.6M | $163.9M |
毛利率BXPERIE
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 59.2% | — | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.8% | — |
营业利润率BXPERIE
| Q1 26 | — | 16.5% | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 18.0% | ||
| Q2 24 | — | 19.2% |
净利率BXPERIE
| Q1 26 | 15.3% | 14.9% | ||
| Q4 25 | 28.3% | 6.7% | ||
| Q3 25 | -14.0% | 17.1% | ||
| Q2 25 | 10.2% | 16.5% | ||
| Q1 25 | 7.1% | 14.0% | ||
| Q4 24 | -26.7% | 16.5% | ||
| Q3 24 | 9.7% | 16.0% | ||
| Q2 24 | 9.4% | 16.5% |
每股收益（稀释后）BXPERIE
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | — | ||
| Q3 25 | $-0.77 | — | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $-1.46 | — | ||
| Q3 24 | $0.53 | — | ||
| Q2 24 | $0.51 | — |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $2.4B |
| 总资产 | $25.1B | $3.4B |
| 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BXPERIE
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $685.4M | — |
股东权益BXPERIE
| Q1 26 | $7.7B | $2.4B | ||
| Q4 25 | $5.1B | $2.3B | ||
| Q3 25 | $5.0B | $2.3B | ||
| Q2 25 | $5.3B | $2.2B | ||
| Q1 25 | $5.3B | $2.1B | ||
| Q4 24 | $5.4B | $2.0B | ||
| Q3 24 | $5.8B | $1.9B | ||
| Q2 24 | $5.8B | $1.8B |
总资产BXPERIE
| Q1 26 | $25.1B | $3.4B | ||
| Q4 25 | $26.2B | $3.4B | ||
| Q3 25 | $26.0B | $3.3B | ||
| Q2 25 | $25.6B | $3.1B | ||
| Q1 25 | $25.4B | $3.0B | ||
| Q4 24 | $26.1B | $2.9B | ||
| Q3 24 | $26.4B | $2.9B | ||
| Q2 24 | $25.5B | $2.7B |
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% |
ERIE
| Management fee revenue - policy issuance and renewal services | $786.4M | 78% |
| Administrative services reimbursement revenue | $200.1M | 20% |
| Management fee revenue - administrative services | $19.5M | 2% |
| Service agreement revenue | $5.9M | 1% |
