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BXP, Inc.（BXP）与Evolent Health, Inc.（EVH）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Evolent Health, Inc.的1.8倍（$872.1M vs $496.2M），BXP, Inc.净利率更高（15.3% vs -5.4%，领先20.6%），Evolent Health, Inc.同比增速更快（2.6% vs 0.8%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -12.4%）
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。
马奎尔健康是一家美国营利性医疗管理企业，目前为森特里奇旗下子公司，核心服务对象为特殊群体，业务聚焦医疗领域多个细分赛道。客户群体涵盖健康保险计划、其他管理式医疗机构、企业、工会、各类军事与政府机构以及第三方管理机构，2021年位列财富美国500强第390名。
BXP vs EVH — 直观对比
营收规模更大
BXP
是对方的1.8倍
$496.2M
营收增速更快
EVH
高出1.8%
0.8%
净利率更高
BXP
高出20.6%
-5.4%
两年增速更快
BXP
近两年复合增速
-12.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $496.2M |
| 净利润 | $133.0M | $-26.6M |
| 毛利率 | — | 16.9% |
| 营业利润率 | — | — |
| 净利率 | 15.3% | -5.4% |
| 营收同比 | 0.8% | 2.6% |
| 净利润同比 | 53.0% | — |
| 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BXPEVH
| Q1 26 | $872.1M | $496.2M | ||
| Q4 25 | $877.1M | $468.7M | ||
| Q3 25 | $871.5M | $479.5M | ||
| Q2 25 | $868.5M | $444.3M | ||
| Q1 25 | $865.2M | $483.6M | ||
| Q4 24 | $858.6M | $646.5M | ||
| Q3 24 | $859.2M | $621.4M | ||
| Q2 24 | $850.5M | $647.1M |
净利润BXPEVH
| Q1 26 | $133.0M | $-26.6M | ||
| Q4 25 | $248.4M | $-429.1M | ||
| Q3 25 | $-121.7M | $-20.9M | ||
| Q2 25 | $89.0M | $-19.9M | ||
| Q1 25 | $61.2M | $-64.6M | ||
| Q4 24 | $-228.9M | $-22.8M | ||
| Q3 24 | $83.6M | $-23.1M | ||
| Q2 24 | $79.6M | $1.6M |
毛利率BXPEVH
| Q1 26 | — | 16.9% | ||
| Q4 25 | 58.8% | 20.7% | ||
| Q3 25 | 59.3% | 20.8% | ||
| Q2 25 | 59.2% | 22.6% | ||
| Q1 25 | 59.2% | 21.2% | ||
| Q4 24 | 59.7% | 11.7% | ||
| Q3 24 | 59.5% | 13.0% | ||
| Q2 24 | 59.8% | 16.5% |
营业利润率BXPEVH
| Q1 26 | — | — | ||
| Q4 25 | — | -87.1% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | -0.3% | ||
| Q1 25 | — | -0.3% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | — | -2.6% | ||
| Q2 24 | — | 1.2% |
净利率BXPEVH
| Q1 26 | 15.3% | -5.4% | ||
| Q4 25 | 28.3% | -91.6% | ||
| Q3 25 | -14.0% | -4.4% | ||
| Q2 25 | 10.2% | -4.5% | ||
| Q1 25 | 7.1% | -13.4% | ||
| Q4 24 | -26.7% | -3.5% | ||
| Q3 24 | 9.7% | -3.7% | ||
| Q2 24 | 9.4% | 0.2% |
每股收益（稀释后）BXPEVH
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $-3.76 | ||
| Q3 25 | $-0.77 | $-0.24 | ||
| Q2 25 | $0.56 | $-0.44 | ||
| Q1 25 | $0.39 | $-0.63 | ||
| Q4 24 | $-1.46 | $-0.26 | ||
| Q3 24 | $0.53 | $-0.27 | ||
| Q2 24 | $0.51 | $-0.06 |
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 | $142.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $396.4M |
| 总资产 | $25.1B | $1.9B |
| 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BXPEVH
| Q1 26 | $512.8M | $142.0M | ||
| Q4 25 | $1.5B | $151.9M | ||
| Q3 25 | $861.1M | $116.7M | ||
| Q2 25 | $447.0M | $151.0M | ||
| Q1 25 | $398.1M | $246.5M | ||
| Q4 24 | $1.3B | $104.2M | ||
| Q3 24 | $1.4B | $96.6M | ||
| Q2 24 | $685.4M | $101.3M |
股东权益BXPEVH
| Q1 26 | $7.7B | $396.4M | ||
| Q4 25 | $5.1B | $415.2M | ||
| Q3 25 | $5.0B | $842.2M | ||
| Q2 25 | $5.3B | $896.0M | ||
| Q1 25 | $5.3B | $935.5M | ||
| Q4 24 | $5.4B | $1.0B | ||
| Q3 24 | $5.8B | $1.0B | ||
| Q2 24 | $5.8B | $1.1B |
总资产BXPEVH
| Q1 26 | $25.1B | $1.9B | ||
| Q4 25 | $26.2B | $1.9B | ||
| Q3 25 | $26.0B | $2.5B | ||
| Q2 25 | $25.6B | $2.5B | ||
| Q1 25 | $25.4B | $2.7B | ||
| Q4 24 | $26.1B | $2.5B | ||
| Q3 24 | $26.4B | $2.5B | ||
| Q2 24 | $25.5B | $2.5B |
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% |
EVH
| Performance Suite | $323.3M | 65% |
| Specialty Technology and Services Suite | $80.8M | 16% |
| Administrative Services | $49.6M | 10% |
| Cases | $42.6M | 9% |
