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BXP, Inc.（BXP）与Element Solutions Inc（ESI）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Element Solutions Inc的1.0倍（$872.1M vs $840.0M），BXP, Inc.净利率更高（15.3% vs 6.7%，领先8.6%），Element Solutions Inc同比增速更快（41.0% vs 0.8%），过去两年Element Solutions Inc的营收复合增速更高（17.1% 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。
Element Solutions Inc是一家总部位于美国的特种化学品生产企业，专注于特种化学品领域的生产运营，于纽约证券交易所挂牌上市，业务覆盖全球多个市场，为各行业客户提供专业的特种化学品产品及相关解决方案。
BXP vs ESI — 直观对比
营收规模更大
BXP
是对方的1.0倍
$840.0M
营收增速更快
ESI
高出40.2%
0.8%
净利率更高
BXP
高出8.6%
6.7%
两年增速更快
ESI
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $840.0M |
| 净利润 | $133.0M | $56.0M |
| 毛利率 | — | 38.4% |
| 营业利润率 | — | 13.3% |
| 净利率 | 15.3% | 6.7% |
| 营收同比 | 0.8% | 41.0% |
| 净利润同比 | 53.0% | -43.0% |
| 每股收益（稀释后） | $1.69 | $0.23 |
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BXPESI
| Q1 26 | $872.1M | $840.0M | ||
| Q4 25 | $877.1M | $676.2M | ||
| Q3 25 | $871.5M | $656.1M | ||
| Q2 25 | $868.5M | $625.2M | ||
| Q1 25 | $865.2M | $593.7M | ||
| Q4 24 | $858.6M | $624.2M | ||
| Q3 24 | $859.2M | $645.0M | ||
| Q2 24 | $850.5M | $612.7M |
净利润BXPESI
| Q1 26 | $133.0M | $56.0M | ||
| Q4 25 | $248.4M | $6.2M | ||
| Q3 25 | $-121.7M | $39.3M | ||
| Q2 25 | $89.0M | $47.4M | ||
| Q1 25 | $61.2M | $98.0M | ||
| Q4 24 | $-228.9M | $54.7M | ||
| Q3 24 | $83.6M | $40.3M | ||
| Q2 24 | $79.6M | $93.2M |
毛利率BXPESI
| Q1 26 | — | 38.4% | ||
| Q4 25 | 58.8% | 40.9% | ||
| Q3 25 | 59.3% | 42.2% | ||
| Q2 25 | 59.2% | 42.6% | ||
| Q1 25 | 59.2% | 42.2% | ||
| Q4 24 | 59.7% | 41.0% | ||
| Q3 24 | 59.5% | 41.5% | ||
| Q2 24 | 59.8% | 43.6% |
营业利润率BXPESI
| Q1 26 | — | 13.3% | ||
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 15.1% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | — | 15.7% |
净利率BXPESI
| Q1 26 | 15.3% | 6.7% | ||
| Q4 25 | 28.3% | 0.9% | ||
| Q3 25 | -14.0% | 6.0% | ||
| Q2 25 | 10.2% | 7.6% | ||
| Q1 25 | 7.1% | 16.5% | ||
| Q4 24 | -26.7% | 8.8% | ||
| Q3 24 | 9.7% | 6.2% | ||
| Q2 24 | 9.4% | 15.2% |
每股收益（稀释后）BXPESI
| Q1 26 | $1.69 | $0.23 | ||
| Q4 25 | $1.56 | $0.03 | ||
| Q3 25 | $-0.77 | $0.16 | ||
| Q2 25 | $0.56 | $0.20 | ||
| Q1 25 | $0.39 | $0.40 | ||
| Q4 24 | $-1.46 | $0.22 | ||
| Q3 24 | $0.53 | $0.17 | ||
| Q2 24 | $0.51 | $0.39 |
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 | $177.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $2.7B |
| 总资产 | $25.1B | $5.7B |
| 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BXPESI
| Q1 26 | $512.8M | $177.3M | ||
| Q4 25 | $1.5B | $626.5M | ||
| Q3 25 | $861.1M | $594.3M | ||
| Q2 25 | $447.0M | $529.9M | ||
| Q1 25 | $398.1M | $499.2M | ||
| Q4 24 | $1.3B | $359.4M | ||
| Q3 24 | $1.4B | $376.0M | ||
| Q2 24 | $685.4M | $309.3M |
总债务BXPESI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.9B |
股东权益BXPESI
| Q1 26 | $7.7B | $2.7B | ||
| Q4 25 | $5.1B | $2.7B | ||
| Q3 25 | $5.0B | $2.7B | ||
| Q2 25 | $5.3B | $2.6B | ||
| Q1 25 | $5.3B | $2.5B | ||
| Q4 24 | $5.4B | $2.4B | ||
| Q3 24 | $5.8B | $2.4B | ||
| Q2 24 | $5.8B | $2.4B |
总资产BXPESI
| Q1 26 | $25.1B | $5.7B | ||
| Q4 25 | $26.2B | $5.1B | ||
| Q3 25 | $26.0B | $5.0B | ||
| Q2 25 | $25.6B | $5.0B | ||
| Q1 25 | $25.4B | $4.8B | ||
| Q4 24 | $26.1B | $4.9B | ||
| Q3 24 | $26.4B | $5.1B | ||
| Q2 24 | $25.5B | $5.0B |
负债/权益比BXPESI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.64× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.81× |
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 | — | $-74.2M |
| 自由现金流率自由现金流/营收 | — | -8.8% |
| 资本支出强度资本支出/营收 | 1.5% | 3.0% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BXPESI
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | — | ||
| Q3 25 | $274.2M | $100.1M | ||
| Q2 25 | $353.1M | — | ||
| Q1 25 | $210.0M | $26.0M | ||
| Q4 24 | $383.7M | — | ||
| Q3 24 | $286.1M | $98.5M | ||
| Q2 24 | $367.1M | — |
自由现金流BXPESI
| Q1 26 | — | $-74.2M | ||
| Q4 25 | $362.7M | — | ||
| Q3 25 | $231.6M | $83.6M | ||
| Q2 25 | $281.5M | — | ||
| Q1 25 | $152.6M | $15.0M | ||
| Q4 24 | $312.5M | — | ||
| Q3 24 | $234.5M | $85.9M | ||
| Q2 24 | $332.4M | — |
自由现金流率BXPESI
| Q1 26 | — | -8.8% | ||
| Q4 25 | 41.4% | — | ||
| Q3 25 | 26.6% | 12.7% | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 17.6% | 2.5% | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 27.3% | 13.3% | ||
| Q2 24 | 39.1% | — |
资本支出强度BXPESI
| Q1 26 | 1.5% | 3.0% | ||
| Q4 25 | 5.1% | 2.5% | ||
| Q3 25 | 4.9% | 2.5% | ||
| Q2 25 | 8.2% | 2.8% | ||
| Q1 25 | 6.6% | 1.9% | ||
| Q4 24 | 8.3% | 3.6% | ||
| Q3 24 | 6.0% | 2.0% | ||
| Q2 24 | 4.1% | 2.4% |
现金转化率BXPESI
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | 0.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 2.44× | ||
| Q2 24 | 4.61× | — |
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% |
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
