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BXP, Inc.(BXP)与F5, Inc.(FFIV)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F5, Inc.的1.1倍($872.1M vs $811.7M),F5, Inc.净利率更高(18.2% vs 15.3%,领先3.0%),F5, Inc.同比增速更快(11.0% vs 0.8%),过去两年F5, Inc.的营收复合增速更高(8.0% 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。
F5, Inc.是一家美国科技企业,专注于应用安全、多云管理、线上反欺诈、应用交付网络(ADN)相关业务,同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案,助力各行业客户保障数字化业务稳定运营,提升运行效率。
BXP vs FFIV — 直观对比
营收规模更大
BXP
是对方的1.1倍
$811.7M
营收增速更快
FFIV
高出10.2%
0.8%
净利率更高
FFIV
高出3.0%
15.3%
两年增速更快
FFIV
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $811.7M |
| 净利润 | $133.0M | $148.0M |
| 毛利率 | — | 81.4% |
| 营业利润率 | — | 22.1% |
| 净利率 | 15.3% | 18.2% |
| 营收同比 | 0.8% | 11.0% |
| 净利润同比 | 53.0% | 1.5% |
| 每股收益(稀释后) | $1.69 | $2.58 |
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
FFIV
| Q1 26 | $872.1M | $811.7M | ||
| Q4 25 | $877.1M | $822.5M | ||
| Q3 25 | $871.5M | $810.1M | ||
| Q2 25 | $868.5M | $780.4M | ||
| Q1 25 | $865.2M | $731.1M | ||
| Q4 24 | $858.6M | $766.5M | ||
| Q3 24 | $859.2M | $746.7M | ||
| Q2 24 | $850.5M | $695.5M |
净利润
BXP
FFIV
| Q1 26 | $133.0M | $148.0M | ||
| Q4 25 | $248.4M | $180.1M | ||
| Q3 25 | $-121.7M | $190.5M | ||
| Q2 25 | $89.0M | $189.9M | ||
| Q1 25 | $61.2M | $145.5M | ||
| Q4 24 | $-228.9M | $166.4M | ||
| Q3 24 | $83.6M | $165.3M | ||
| Q2 24 | $79.6M | $144.1M |
毛利率
BXP
FFIV
| Q1 26 | — | 81.4% | ||
| Q4 25 | 58.8% | 81.5% | ||
| Q3 25 | 59.3% | 82.2% | ||
| Q2 25 | 59.2% | 81.0% | ||
| Q1 25 | 59.2% | 80.7% | ||
| Q4 24 | 59.7% | 81.7% | ||
| Q3 24 | 59.5% | 80.8% | ||
| Q2 24 | 59.8% | 80.4% |
营业利润率
BXP
FFIV
| Q1 26 | — | 22.1% | ||
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 25.4% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | — | 23.4% |
净利率
BXP
FFIV
| Q1 26 | 15.3% | 18.2% | ||
| Q4 25 | 28.3% | 21.9% | ||
| Q3 25 | -14.0% | 23.5% | ||
| Q2 25 | 10.2% | 24.3% | ||
| Q1 25 | 7.1% | 19.9% | ||
| Q4 24 | -26.7% | 21.7% | ||
| Q3 24 | 9.7% | 22.1% | ||
| Q2 24 | 9.4% | 20.7% |
每股收益(稀释后)
BXP
FFIV
| Q1 26 | $1.69 | $2.58 | ||
| Q4 25 | $1.56 | $3.10 | ||
| Q3 25 | $-0.77 | $3.25 | ||
| Q2 25 | $0.56 | $3.25 | ||
| Q1 25 | $0.39 | $2.48 | ||
| Q4 24 | $-1.46 | $2.82 | ||
| Q3 24 | $0.53 | $2.79 | ||
| Q2 24 | $0.51 | $2.44 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $3.6B |
| 总资产 | $25.1B | $6.5B |
| 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
BXP
FFIV
| Q1 26 | $512.8M | $1.4B | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $861.1M | $1.3B | ||
| Q2 25 | $447.0M | $1.4B | ||
| Q1 25 | $398.1M | $1.3B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $685.4M | $935.6M |
股东权益
BXP
FFIV
| Q1 26 | $7.7B | $3.6B | ||
| Q4 25 | $5.1B | $3.5B | ||
| Q3 25 | $5.0B | $3.6B | ||
| Q2 25 | $5.3B | $3.5B | ||
| Q1 25 | $5.3B | $3.3B | ||
| Q4 24 | $5.4B | $3.2B | ||
| Q3 24 | $5.8B | $3.1B | ||
| Q2 24 | $5.8B | $3.0B |
总资产
BXP
FFIV
| Q1 26 | $25.1B | $6.5B | ||
| Q4 25 | $26.2B | $6.3B | ||
| Q3 25 | $26.0B | $6.3B | ||
| Q2 25 | $25.6B | $6.1B | ||
| Q1 25 | $25.4B | $5.9B | ||
| Q4 24 | $26.1B | $5.9B | ||
| Q3 24 | $26.4B | $5.6B | ||
| Q2 24 | $25.5B | $5.4B |
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 | — | $525.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | 3.55× |
| 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
BXP
FFIV
| Q1 26 | — | $525.1M | ||
| Q4 25 | $407.8M | $159.2M | ||
| Q3 25 | $274.2M | $208.1M | ||
| Q2 25 | $353.1M | $282.2M | ||
| Q1 25 | $210.0M | $256.6M | ||
| Q4 24 | $383.7M | $202.8M | ||
| Q3 24 | $286.1M | $246.5M | ||
| Q2 24 | $367.1M | $159.0M |
自由现金流
BXP
FFIV
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $149.5M | ||
| Q3 25 | $231.6M | $191.9M | ||
| Q2 25 | $281.5M | $273.7M | ||
| Q1 25 | $152.6M | $246.1M | ||
| Q4 24 | $312.5M | $194.7M | ||
| Q3 24 | $234.5M | $240.4M | ||
| Q2 24 | $332.4M | $153.1M |
自由现金流率
BXP
FFIV
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 18.2% | ||
| Q3 25 | 26.6% | 23.7% | ||
| Q2 25 | 32.4% | 35.1% | ||
| Q1 25 | 17.6% | 33.7% | ||
| Q4 24 | 36.4% | 25.4% | ||
| Q3 24 | 27.3% | 32.2% | ||
| Q2 24 | 39.1% | 22.0% |
资本支出强度
BXP
FFIV
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 1.2% | ||
| Q3 25 | 4.9% | 2.0% | ||
| Q2 25 | 8.2% | 1.1% | ||
| Q1 25 | 6.6% | 1.4% | ||
| Q4 24 | 8.3% | 1.1% | ||
| Q3 24 | 6.0% | 0.8% | ||
| Q2 24 | 4.1% | 0.8% |
现金转化率
BXP
FFIV
| Q1 26 | — | 3.55× | ||
| Q4 25 | 1.64× | 0.88× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | 3.97× | 1.49× | ||
| Q1 25 | 3.43× | 1.76× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | 3.42× | 1.49× | ||
| Q2 24 | 4.61× | 1.10× |
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% |
FFIV
暂无分部数据