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BXP, Inc.（BXP）与Hims & Hers Health, Inc.（HIMS）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Hims & Hers Health, Inc.的1.4倍（$872.1M vs $617.8M），BXP, Inc.净利率更高（15.3% vs 3.3%，领先11.9%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 0.8%），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% 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。
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
BXP vs HIMS — 直观对比
营收规模更大
BXP
是对方的1.4倍
$617.8M
营收增速更快
HIMS
高出27.6%
0.8%
净利率更高
BXP
高出11.9%
3.3%
两年增速更快
HIMS
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $617.8M |
| 净利润 | $133.0M | $20.6M |
| 毛利率 | — | 71.9% |
| 营业利润率 | — | 1.5% |
| 净利率 | 15.3% | 3.3% |
| 营收同比 | 0.8% | 28.4% |
| 净利润同比 | 53.0% | -20.8% |
| 每股收益（稀释后） | $1.69 | $0.08 |
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BXPHIMS
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $617.8M | ||
| Q3 25 | $871.5M | $599.0M | ||
| Q2 25 | $868.5M | $544.8M | ||
| Q1 25 | $865.2M | $586.0M | ||
| Q4 24 | $858.6M | $481.1M | ||
| Q3 24 | $859.2M | $401.6M | ||
| Q2 24 | $850.5M | $315.6M |
净利润BXPHIMS
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $20.6M | ||
| Q3 25 | $-121.7M | $15.8M | ||
| Q2 25 | $89.0M | $42.5M | ||
| Q1 25 | $61.2M | $49.5M | ||
| Q4 24 | $-228.9M | $26.0M | ||
| Q3 24 | $83.6M | $75.6M | ||
| Q2 24 | $79.6M | $13.3M |
毛利率BXPHIMS
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 71.9% | ||
| Q3 25 | 59.3% | 73.8% | ||
| Q2 25 | 59.2% | 76.4% | ||
| Q1 25 | 59.2% | 73.5% | ||
| Q4 24 | 59.7% | 76.8% | ||
| Q3 24 | 59.5% | 79.2% | ||
| Q2 24 | 59.8% | 81.3% |
营业利润率BXPHIMS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.5% |
净利率BXPHIMS
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 3.3% | ||
| Q3 25 | -14.0% | 2.6% | ||
| Q2 25 | 10.2% | 7.8% | ||
| Q1 25 | 7.1% | 8.4% | ||
| Q4 24 | -26.7% | 5.4% | ||
| Q3 24 | 9.7% | 18.8% | ||
| Q2 24 | 9.4% | 4.2% |
每股收益（稀释后）BXPHIMS
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.08 | ||
| Q3 25 | $-0.77 | $0.06 | ||
| Q2 25 | $0.56 | $0.17 | ||
| Q1 25 | $0.39 | $0.20 | ||
| Q4 24 | $-1.46 | $0.10 | ||
| Q3 24 | $0.53 | $0.32 | ||
| 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 | $228.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $540.9M |
| 总资产 | $25.1B | $2.2B |
| 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BXPHIMS
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $228.6M | ||
| Q3 25 | $861.1M | $345.8M | ||
| Q2 25 | $447.0M | $1.1B | ||
| Q1 25 | $398.1M | $273.7M | ||
| Q4 24 | $1.3B | $220.6M | ||
| Q3 24 | $1.4B | $165.5M | ||
| Q2 24 | $685.4M | $129.3M |
股东权益BXPHIMS
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $540.9M | ||
| Q3 25 | $5.0B | $581.0M | ||
| Q2 25 | $5.3B | $562.7M | ||
| Q1 25 | $5.3B | $549.3M | ||
| Q4 24 | $5.4B | $476.7M | ||
| Q3 24 | $5.8B | $440.1M | ||
| Q2 24 | $5.8B | $362.0M |
总资产BXPHIMS
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.2B | ||
| Q3 25 | $26.0B | $2.2B | ||
| Q2 25 | $25.6B | $1.9B | ||
| Q1 25 | $25.4B | $891.7M | ||
| Q4 24 | $26.1B | $707.5M | ||
| Q3 24 | $26.4B | $602.3M | ||
| Q2 24 | $25.5B | $480.5M |
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 | — | $61.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.5M |
| 自由现金流率自由现金流/营收 | — | -0.4% |
| 资本支出强度资本支出/营收 | 1.5% | 10.3% |
| 现金转化率经营现金流/净利润 | — | 2.98× |
| 过去12个月自由现金流最近4个季度 | — | $57.4M |
8季度趋势，按日历期对齐
经营现金流BXPHIMS
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $61.3M | ||
| Q3 25 | $274.2M | $148.7M | ||
| Q2 25 | $353.1M | $-19.1M | ||
| Q1 25 | $210.0M | $109.1M | ||
| Q4 24 | $383.7M | $86.4M | ||
| Q3 24 | $286.1M | $85.3M | ||
| Q2 24 | $367.1M | $53.6M |
自由现金流BXPHIMS
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $-2.5M | ||
| Q3 25 | $231.6M | $79.3M | ||
| Q2 25 | $281.5M | $-69.5M | ||
| Q1 25 | $152.6M | $50.1M | ||
| Q4 24 | $312.5M | $59.5M | ||
| Q3 24 | $234.5M | $79.4M | ||
| Q2 24 | $332.4M | $47.6M |
自由现金流率BXPHIMS
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | -0.4% | ||
| Q3 25 | 26.6% | 13.2% | ||
| Q2 25 | 32.4% | -12.8% | ||
| Q1 25 | 17.6% | 8.5% | ||
| Q4 24 | 36.4% | 12.4% | ||
| Q3 24 | 27.3% | 19.8% | ||
| Q2 24 | 39.1% | 15.1% |
资本支出强度BXPHIMS
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 10.3% | ||
| Q3 25 | 4.9% | 11.6% | ||
| Q2 25 | 8.2% | 9.3% | ||
| Q1 25 | 6.6% | 10.1% | ||
| Q4 24 | 8.3% | 5.6% | ||
| Q3 24 | 6.0% | 1.5% | ||
| Q2 24 | 4.1% | 1.9% |
现金转化率BXPHIMS
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 2.98× | ||
| Q3 25 | — | 9.43× | ||
| Q2 25 | 3.97× | -0.45× | ||
| Q1 25 | 3.43× | 2.20× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | 3.42× | 1.13× | ||
| Q2 24 | 4.61× | 4.03× |
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% |
HIMS
暂无分部数据
