vs
BXP, Inc.(BXP)与Genius Sports Ltd(GENI)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Genius Sports Ltd的1.7倍($872.1M vs $510.9M),BXP, Inc.净利率更高(15.3% vs -12.3%,领先27.6%),过去两年Genius Sports Ltd的营收复合增速更高(129.2% 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。
Genius Sports是一家体育数据与科技企业,为体育联盟、博彩机构及媒体公司提供数据管理、视频流媒体和赛事诚信服务,致力于帮助合作伙伴优化运营效率、丰富用户体验,保障体育赛事的公平透明与商业价值落地。
BXP vs GENI — 直观对比
营收规模更大
BXP
是对方的1.7倍
$510.9M
净利率更高
BXP
高出27.6%
-12.3%
两年增速更快
GENI
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $510.9M |
| 净利润 | $133.0M | $-63.0M |
| 毛利率 | — | 25.2% |
| 营业利润率 | — | -11.5% |
| 净利率 | 15.3% | -12.3% |
| 营收同比 | 0.8% | — |
| 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
BXP
GENI
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $510.9M | ||
| Q3 25 | $871.5M | $335.4M | ||
| Q2 25 | $868.5M | $215.2M | ||
| Q1 25 | $865.2M | $119.7M | ||
| Q4 24 | $858.6M | $413.0M | ||
| Q3 24 | $859.2M | $285.8M | ||
| Q2 24 | $850.5M | $184.1M |
净利润
BXP
GENI
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-63.0M | ||
| Q3 25 | $-121.7M | — | ||
| Q2 25 | $89.0M | $-47.3M | ||
| Q1 25 | $61.2M | $-25.5M | ||
| Q4 24 | $-228.9M | $-85.5M | ||
| Q3 24 | $83.6M | $-47.1M | ||
| Q2 24 | $79.6M | $-35.5M |
毛利率
BXP
GENI
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 25.2% | ||
| Q3 25 | 59.3% | 24.2% | ||
| Q2 25 | 59.2% | 19.1% | ||
| Q1 25 | 59.2% | 10.7% | ||
| Q4 24 | 59.7% | 16.7% | ||
| Q3 24 | 59.5% | 20.5% | ||
| Q2 24 | 59.8% | 18.6% |
营业利润率
BXP
GENI
| Q1 26 | — | — | ||
| Q4 25 | — | -11.5% | ||
| Q3 25 | — | -15.3% | ||
| Q2 25 | — | -21.0% | ||
| Q1 25 | — | -20.3% | ||
| Q4 24 | — | -18.0% | ||
| Q3 24 | — | -13.9% | ||
| Q2 24 | — | -16.8% |
净利率
BXP
GENI
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -12.3% | ||
| Q3 25 | -14.0% | — | ||
| Q2 25 | 10.2% | -22.0% | ||
| Q1 25 | 7.1% | -21.3% | ||
| Q4 24 | -26.7% | -20.7% | ||
| Q3 24 | 9.7% | -16.5% | ||
| Q2 24 | 9.4% | -19.3% |
每股收益(稀释后)
BXP
GENI
| 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 | $280.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $724.5M |
| 总资产 | $25.1B | $1.1B |
| 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
GENI
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $280.6M | ||
| Q3 25 | $861.1M | $110.2M | ||
| Q2 25 | $447.0M | $110.2M | ||
| Q1 25 | $398.1M | $110.2M | ||
| Q4 24 | $1.3B | $100.3M | ||
| Q3 24 | $1.4B | $100.3M | ||
| Q2 24 | $685.4M | $100.3M |
股东权益
BXP
GENI
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $724.5M | ||
| Q3 25 | $5.0B | $572.4M | ||
| Q2 25 | $5.3B | $572.4M | ||
| Q1 25 | $5.3B | $572.4M | ||
| Q4 24 | $5.4B | $573.0M | ||
| Q3 24 | $5.8B | $573.0M | ||
| Q2 24 | $5.8B | $573.0M |
总资产
BXP
GENI
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $1.1B | ||
| Q3 25 | $26.0B | $792.3M | ||
| Q2 25 | $25.6B | $792.3M | ||
| Q1 25 | $25.4B | $792.3M | ||
| Q4 24 | $26.1B | $775.7M | ||
| Q3 24 | $26.4B | $775.7M | ||
| Q2 24 | $25.5B | $775.7M |
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 | — | $81.9M |
| 自由现金流经营现金流 - 资本支出 | — | $69.6M |
| 自由现金流率自由现金流/营收 | — | 13.6% |
| 资本支出强度资本支出/营收 | 1.5% | 2.4% |
| 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 | — | $33.5M |
8季度趋势,按日历期对齐
经营现金流
BXP
GENI
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $81.9M | ||
| Q3 25 | $274.2M | $-4.8M | ||
| Q2 25 | $353.1M | $-1.2M | ||
| Q1 25 | $210.0M | $-14.6M | ||
| Q4 24 | $383.7M | $14.9M | ||
| Q3 24 | $286.1M | $-9.2M | ||
| Q2 24 | $367.1M | — |
自由现金流
BXP
GENI
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $69.6M | ||
| Q3 25 | $231.6M | $-14.2M | ||
| Q2 25 | $281.5M | $-5.8M | ||
| Q1 25 | $152.6M | $-16.0M | ||
| Q4 24 | $312.5M | $11.3M | ||
| Q3 24 | $234.5M | $-11.6M | ||
| Q2 24 | $332.4M | — |
自由现金流率
BXP
GENI
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 13.6% | ||
| Q3 25 | 26.6% | -4.2% | ||
| Q2 25 | 32.4% | -2.7% | ||
| Q1 25 | 17.6% | -13.4% | ||
| Q4 24 | 36.4% | 2.7% | ||
| Q3 24 | 27.3% | -4.1% | ||
| Q2 24 | 39.1% | — |
资本支出强度
BXP
GENI
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 2.4% | ||
| Q3 25 | 4.9% | 2.8% | ||
| Q2 25 | 8.2% | 2.1% | ||
| Q1 25 | 6.6% | 1.2% | ||
| Q4 24 | 8.3% | 0.9% | ||
| Q3 24 | 6.0% | 0.9% | ||
| Q2 24 | 4.1% | — |
现金转化率
BXP
GENI
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | — | ||
| 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% |
GENI
暂无分部数据