vs
BXP, Inc.（BXP）与HELEN OF TROY LTD（HELE）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HELEN OF TROY LTD的1.7倍（$872.1M vs $512.8M），BXP, Inc.净利率更高（15.3% vs -16.4%，领先31.6%），BXP, Inc.同比增速更快（0.8% vs -3.4%），过去两年HELEN OF TROY LTD的营收复合增速更高（2.4% 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。
海伦特洛伊是美国上市企业，主营自有及授权品牌家居用品、健康家居用品与美容产品的设计研发和全球营销，旗下拥有OXO International、Kaz等多家子公司。公司注册总部设于百慕大汉密尔顿，美国运营总部位于得克萨斯州埃尔帕索，公司名称源自古希腊神话人物特洛伊海伦。
BXP vs HELE — 直观对比
营收规模更大
BXP
是对方的1.7倍
$512.8M
营收增速更快
BXP
高出4.2%
-3.4%
净利率更高
BXP
高出31.6%
-16.4%
两年增速更快
HELE
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $512.8M |
| 净利润 | $133.0M | $-84.1M |
| 毛利率 | — | 46.9% |
| 营业利润率 | — | -1.6% |
| 净利率 | 15.3% | -16.4% |
| 营收同比 | 0.8% | -3.4% |
| 净利润同比 | 53.0% | -269.4% |
| 每股收益（稀释后） | $1.69 | $-3.65 |
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BXPHELE
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $512.8M | ||
| Q3 25 | $871.5M | $431.8M | ||
| Q2 25 | $868.5M | $371.7M | ||
| Q1 25 | $865.2M | $485.9M | ||
| Q4 24 | $858.6M | $530.7M | ||
| Q3 24 | $859.2M | $474.2M | ||
| Q2 24 | $850.5M | $416.8M |
净利润BXPHELE
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-84.1M | ||
| Q3 25 | $-121.7M | $-308.6M | ||
| Q2 25 | $89.0M | $-450.7M | ||
| Q1 25 | $61.2M | $50.9M | ||
| Q4 24 | $-228.9M | $49.6M | ||
| Q3 24 | $83.6M | $17.0M | ||
| Q2 24 | $79.6M | $6.2M |
毛利率BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 46.9% | ||
| Q3 25 | 59.3% | 44.2% | ||
| Q2 25 | 59.2% | 47.1% | ||
| Q1 25 | 59.2% | 48.6% | ||
| Q4 24 | 59.7% | 48.9% | ||
| Q3 24 | 59.5% | 45.6% | ||
| Q2 24 | 59.8% | 48.7% |
营业利润率BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | — | -1.6% | ||
| Q3 25 | — | -73.1% | ||
| Q2 25 | — | -109.5% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 14.2% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.4% |
净利率BXPHELE
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -16.4% | ||
| Q3 25 | -14.0% | -71.5% | ||
| Q2 25 | 10.2% | -121.3% | ||
| Q1 25 | 7.1% | 10.5% | ||
| Q4 24 | -26.7% | 9.3% | ||
| Q3 24 | 9.7% | 3.6% | ||
| Q2 24 | 9.4% | 1.5% |
每股收益（稀释后）BXPHELE
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $-3.65 | ||
| Q3 25 | $-0.77 | $-13.44 | ||
| Q2 25 | $0.56 | $-19.65 | ||
| Q1 25 | $0.39 | $2.20 | ||
| Q4 24 | $-1.46 | $2.17 | ||
| Q3 24 | $0.53 | $0.74 | ||
| Q2 24 | $0.51 | $0.26 |
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 | $27.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $852.3M |
| 总资产 | $25.1B | $2.3B |
| 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BXPHELE
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $27.1M | ||
| Q3 25 | $861.1M | $22.4M | ||
| Q2 25 | $447.0M | $22.7M | ||
| Q1 25 | $398.1M | $18.9M | ||
| Q4 24 | $1.3B | $40.8M | ||
| Q3 24 | $1.4B | $20.1M | ||
| Q2 24 | $685.4M | $16.1M |
总债务BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $921.9M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BXPHELE
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $852.3M | ||
| Q3 25 | $5.0B | $926.3M | ||
| Q2 25 | $5.3B | $1.2B | ||
| Q1 25 | $5.3B | $1.7B | ||
| Q4 24 | $5.4B | $1.6B | ||
| Q3 24 | $5.8B | $1.6B | ||
| Q2 24 | $5.8B | $1.5B |
总资产BXPHELE
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.3B | ||
| Q3 25 | $26.0B | $2.4B | ||
| Q2 25 | $25.6B | $2.7B | ||
| Q1 25 | $25.4B | $3.1B | ||
| Q4 24 | $26.1B | $3.0B | ||
| Q3 24 | $26.4B | $2.9B | ||
| Q2 24 | $25.5B | $2.8B |
负债/权益比BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $11.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.8M |
| 自由现金流率自由现金流/营收 | — | 1.1% |
| 资本支出强度资本支出/营收 | 1.5% | 1.2% |
| 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 | — | $55.9M |
8季度趋势，按日历期对齐
经营现金流BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $11.9M | ||
| Q3 25 | $274.2M | $-10.5M | ||
| Q2 25 | $353.1M | $58.3M | ||
| Q1 25 | $210.0M | $35.0M | ||
| Q4 24 | $383.7M | $8.3M | ||
| Q3 24 | $286.1M | $44.6M | ||
| Q2 24 | $367.1M | $25.3M |
自由现金流BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $5.8M | ||
| Q3 25 | $231.6M | $-21.9M | ||
| Q2 25 | $281.5M | $45.0M | ||
| Q1 25 | $152.6M | $27.1M | ||
| Q4 24 | $312.5M | $191.0K | ||
| Q3 24 | $234.5M | $39.7M | ||
| Q2 24 | $332.4M | $16.2M |
自由现金流率BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 1.1% | ||
| Q3 25 | 26.6% | -5.1% | ||
| Q2 25 | 32.4% | 12.1% | ||
| Q1 25 | 17.6% | 5.6% | ||
| Q4 24 | 36.4% | 0.0% | ||
| Q3 24 | 27.3% | 8.4% | ||
| Q2 24 | 39.1% | 3.9% |
资本支出强度BXPHELE
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 1.2% | ||
| Q3 25 | 4.9% | 2.7% | ||
| Q2 25 | 8.2% | 3.6% | ||
| Q1 25 | 6.6% | 1.6% | ||
| Q4 24 | 8.3% | 1.5% | ||
| Q3 24 | 6.0% | 1.0% | ||
| Q2 24 | 4.1% | 2.2% |
现金转化率BXPHELE
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | 0.69× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | 3.42× | 2.62× | ||
| Q2 24 | 4.61× | 4.08× |
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% |
HELE
| Beauty Wellness | $283.2M | 55% |
| Home Outdoor | $229.6M | 45% |
