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BXP, Inc.（BXP）与GREIF, INC（GEF）财务数据对比。点击上方公司名可切换其他公司
GREIF, INC的季度营收约是BXP, Inc.的1.1倍（$994.8M vs $872.1M），GREIF, INC净利率更高（17.6% vs 15.3%，领先2.3%），BXP, Inc.同比增速更快（0.8% vs -21.4%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -9.2%）
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。
格瑞夫公司是全球工业包装产品及服务领域的领先企业，总部位于美国俄亥俄州特拉华市。公司最初以制桶业务起家，目前核心产品涵盖钢桶、纤维桶、塑料桶、中型散装容器、油桶、塑料瓶、密封件、箱板纸、瓦楞制品及粘合剂等，2018年位列《财富》美国1000强第617位。
BXP vs GEF — 直观对比
营收规模更大
GEF
是对方的1.1倍
$872.1M
营收增速更快
BXP
高出22.2%
-21.4%
净利率更高
GEF
高出2.3%
15.3%
两年增速更快
BXP
近两年复合增速
-9.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $994.8M |
| 净利润 | $133.0M | $174.6M |
| 毛利率 | — | 20.4% |
| 营业利润率 | — | 25.8% |
| 净利率 | 15.3% | 17.6% |
| 营收同比 | 0.8% | -21.4% |
| 净利润同比 | 53.0% | 1930.2% |
| 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BXPGEF
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $994.8M | ||
| Q3 25 | $871.5M | $1.1B | ||
| Q2 25 | $868.5M | $1.4B | ||
| Q1 25 | $865.2M | $1.3B | ||
| Q4 24 | $858.6M | $1.4B | ||
| Q3 24 | $859.2M | $1.5B | ||
| Q2 24 | $850.5M | $1.4B |
净利润BXPGEF
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $174.6M | ||
| Q3 25 | $-121.7M | $64.0M | ||
| Q2 25 | $89.0M | $47.3M | ||
| Q1 25 | $61.2M | $8.6M | ||
| Q4 24 | $-228.9M | $70.1M | ||
| Q3 24 | $83.6M | $87.1M | ||
| Q2 24 | $79.6M | $44.4M |
毛利率BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 20.4% | ||
| Q3 25 | 59.3% | 22.7% | ||
| Q2 25 | 59.2% | 23.1% | ||
| Q1 25 | 59.2% | 19.4% | ||
| Q4 24 | 59.7% | 20.4% | ||
| Q3 24 | 59.5% | 20.0% | ||
| Q2 24 | 59.8% | 19.7% |
营业利润率BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | — | 25.8% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 11.8% | ||
| Q2 24 | — | 7.2% |
净利率BXPGEF
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 17.6% | ||
| Q3 25 | -14.0% | 5.6% | ||
| Q2 25 | 10.2% | 3.4% | ||
| Q1 25 | 7.1% | 0.7% | ||
| Q4 24 | -26.7% | 4.9% | ||
| Q3 24 | 9.7% | 6.0% | ||
| Q2 24 | 9.4% | 3.2% |
每股收益（稀释后）BXPGEF
| 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 | $243.5M |
| 总债务越低越好 | — | $655.1M |
| 股东权益账面价值 | $7.7B | $2.9B |
| 总资产 | $25.1B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资BXPGEF
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $243.5M | ||
| Q3 25 | $861.1M | $285.2M | ||
| Q2 25 | $447.0M | $252.7M | ||
| Q1 25 | $398.1M | $201.1M | ||
| Q4 24 | $1.3B | $197.7M | ||
| Q3 24 | $1.4B | $194.2M | ||
| Q2 24 | $685.4M | $196.0M |
总债务BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | — | $655.1M | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B |
股东权益BXPGEF
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $2.9B | ||
| Q3 25 | $5.0B | $2.2B | ||
| Q2 25 | $5.3B | $2.1B | ||
| Q1 25 | $5.3B | $2.0B | ||
| Q4 24 | $5.4B | $2.1B | ||
| Q3 24 | $5.8B | $2.1B | ||
| Q2 24 | $5.8B | $2.0B |
总资产BXPGEF
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $5.5B | ||
| Q3 25 | $26.0B | $6.7B | ||
| Q2 25 | $25.6B | $6.8B | ||
| Q1 25 | $25.4B | $6.6B | ||
| Q4 24 | $26.1B | $6.6B | ||
| Q3 24 | $26.4B | $6.8B | ||
| Q2 24 | $25.5B | $6.8B |
负债/权益比BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | — | 1.24× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 1.44× |
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 | — | $-24.4M |
| 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 | — | -0.14× |
| 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BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $-24.4M | ||
| Q3 25 | $274.2M | $197.7M | ||
| Q2 25 | $353.1M | $136.4M | ||
| Q1 25 | $210.0M | $-30.8M | ||
| Q4 24 | $383.7M | $187.2M | ||
| Q3 24 | $286.1M | $76.8M | ||
| Q2 24 | $367.1M | $87.5M |
自由现金流BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | — | ||
| Q3 25 | $231.6M | — | ||
| Q2 25 | $281.5M | — | ||
| Q1 25 | $152.6M | — | ||
| Q4 24 | $312.5M | — | ||
| Q3 24 | $234.5M | — | ||
| Q2 24 | $332.4M | — |
自由现金流率BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | — | ||
| Q3 25 | 26.6% | — | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 27.3% | — | ||
| Q2 24 | 39.1% | — |
资本支出强度BXPGEF
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 8.2% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 4.1% | — |
现金转化率BXPGEF
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | -0.14× | ||
| Q3 25 | — | 3.09× | ||
| Q2 25 | 3.97× | 2.88× | ||
| Q1 25 | 3.43× | -3.58× | ||
| Q4 24 | — | 2.67× | ||
| Q3 24 | 3.42× | 0.88× | ||
| Q2 24 | 4.61× | 1.97× |
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% |
GEF
| Other | $501.0M | 50% |
| Sustainable Fiber Solutions Segment | $300.4M | 30% |
| Customized Polymer Solutions Segment | $124.8M | 13% |
| Durable Metal Solutions Segment | $62.5M | 6% |
| Innovative Closure Solutions Segment | $6.1M | 1% |
