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BXP, Inc.（BXP）与海斯特耶鲁（HY）财务数据对比。点击上方公司名可切换其他公司
海斯特耶鲁的季度营收约是BXP, Inc.的1.1倍（$923.2M vs $872.1M），BXP, Inc.净利率更高（15.3% vs -5.7%，领先20.9%），BXP, Inc.同比增速更快（0.8% vs -13.5%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -6.5%）
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。
海斯特-耶鲁物料搬运公司通过其全资运营子公司海斯特-耶鲁集团，主要以海斯特与耶鲁品牌在全球范围设计研发、生产销售全系列叉车，并提供售后配件与相关服务。该公司2002年起就在NACCO工业集团内独立运营，最终于2012年从NACCO分拆独立。
BXP vs HY — 直观对比
营收规模更大
HY
是对方的1.1倍
$872.1M
营收增速更快
BXP
高出14.3%
-13.5%
净利率更高
BXP
高出20.9%
-5.7%
两年增速更快
BXP
近两年复合增速
-6.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $923.2M |
| 净利润 | $133.0M | $-52.5M |
| 毛利率 | — | 14.2% |
| 营业利润率 | — | -4.0% |
| 净利率 | 15.3% | -5.7% |
| 营收同比 | 0.8% | -13.5% |
| 净利润同比 | 53.0% | -609.7% |
| 每股收益（稀释后） | $1.69 | $-2.97 |
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BXPHY
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $923.2M | ||
| Q3 25 | $871.5M | $979.1M | ||
| Q2 25 | $868.5M | $956.6M | ||
| Q1 25 | $865.2M | $910.4M | ||
| Q4 24 | $858.6M | $1.1B | ||
| Q3 24 | $859.2M | $1.0B | ||
| Q2 24 | $850.5M | $1.2B |
净利润BXPHY
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-52.5M | ||
| Q3 25 | $-121.7M | $-2.3M | ||
| Q2 25 | $89.0M | $-13.9M | ||
| Q1 25 | $61.2M | $8.6M | ||
| Q4 24 | $-228.9M | $10.3M | ||
| Q3 24 | $83.6M | $17.2M | ||
| Q2 24 | $79.6M | $63.3M |
毛利率BXPHY
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 14.2% | ||
| Q3 25 | 59.3% | 15.9% | ||
| Q2 25 | 59.2% | 17.6% | ||
| Q1 25 | 59.2% | 19.5% | ||
| Q4 24 | 59.7% | 19.4% | ||
| Q3 24 | 59.5% | 19.0% | ||
| Q2 24 | 59.8% | 22.2% |
营业利润率BXPHY
| Q1 26 | — | — | ||
| Q4 25 | — | -4.0% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 8.2% |
净利率BXPHY
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -5.7% | ||
| Q3 25 | -14.0% | -0.2% | ||
| Q2 25 | 10.2% | -1.5% | ||
| Q1 25 | 7.1% | 0.9% | ||
| Q4 24 | -26.7% | 1.0% | ||
| Q3 24 | 9.7% | 1.7% | ||
| Q2 24 | 9.4% | 5.4% |
每股收益（稀释后）BXPHY
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $-2.97 | ||
| Q3 25 | $-0.77 | $-0.13 | ||
| Q2 25 | $0.56 | $-0.79 | ||
| Q1 25 | $0.39 | $0.48 | ||
| Q4 24 | $-1.46 | $0.57 | ||
| Q3 24 | $0.53 | $0.97 | ||
| Q2 24 | $0.51 | $3.58 |
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 | — |
| 总债务越低越好 | — | $251.9M |
| 股东权益账面价值 | $7.7B | $472.0M |
| 总资产 | $25.1B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.53× |
8季度趋势，按日历期对齐
现金及短期投资BXPHY
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $685.4M | — |
总债务BXPHY
| Q1 26 | — | — | ||
| Q4 25 | — | $251.9M | ||
| Q3 25 | — | $252.2M | ||
| Q2 25 | — | $245.2M | ||
| Q1 25 | — | $242.6M | ||
| Q4 24 | — | $241.9M | ||
| Q3 24 | — | $247.4M | ||
| Q2 24 | — | $248.5M |
股东权益BXPHY
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $472.0M | ||
| Q3 25 | $5.0B | $536.0M | ||
| Q2 25 | $5.3B | $544.7M | ||
| Q1 25 | $5.3B | $510.0M | ||
| Q4 24 | $5.4B | $475.1M | ||
| Q3 24 | $5.8B | $529.9M | ||
| Q2 24 | $5.8B | $465.7M |
总资产BXPHY
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.0B | ||
| Q3 25 | $26.0B | $2.1B | ||
| Q2 25 | $25.6B | $2.1B | ||
| Q1 25 | $25.4B | $2.1B | ||
| Q4 24 | $26.1B | $2.0B | ||
| Q3 24 | $26.4B | $2.2B | ||
| Q2 24 | $25.5B | $2.1B |
负债/权益比BXPHY
| Q1 26 | — | — | ||
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.53× |
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 | — | $56.5M |
| 自由现金流经营现金流 - 资本支出 | — | $32.9M |
| 自由现金流率自由现金流/营收 | — | 3.6% |
| 资本支出强度资本支出/营收 | 1.5% | 2.6% |
| 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 | — | $23.6M |
8季度趋势，按日历期对齐
经营现金流BXPHY
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $56.5M | ||
| Q3 25 | $274.2M | $37.1M | ||
| Q2 25 | $353.1M | $28.9M | ||
| Q1 25 | $210.0M | $-36.4M | ||
| Q4 24 | $383.7M | $80.7M | ||
| Q3 24 | $286.1M | $70.1M | ||
| Q2 24 | $367.1M | $-2.5M |
自由现金流BXPHY
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $32.9M | ||
| Q3 25 | $231.6M | $22.6M | ||
| Q2 25 | $281.5M | $15.1M | ||
| Q1 25 | $152.6M | $-47.0M | ||
| Q4 24 | $312.5M | $62.8M | ||
| Q3 24 | $234.5M | $59.9M | ||
| Q2 24 | $332.4M | $-14.7M |
自由现金流率BXPHY
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 3.6% | ||
| Q3 25 | 26.6% | 2.3% | ||
| Q2 25 | 32.4% | 1.6% | ||
| Q1 25 | 17.6% | -5.2% | ||
| Q4 24 | 36.4% | 5.9% | ||
| Q3 24 | 27.3% | 5.9% | ||
| Q2 24 | 39.1% | -1.3% |
资本支出强度BXPHY
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 2.6% | ||
| Q3 25 | 4.9% | 1.5% | ||
| Q2 25 | 8.2% | 1.4% | ||
| Q1 25 | 6.6% | 1.2% | ||
| Q4 24 | 8.3% | 1.7% | ||
| Q3 24 | 6.0% | 1.0% | ||
| Q2 24 | 4.1% | 1.0% |
现金转化率BXPHY
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | -4.23× | ||
| Q4 24 | — | 7.83× | ||
| Q3 24 | 3.42× | 4.08× | ||
| Q2 24 | 4.61× | -0.04× |
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% |
HY
| Sales Channel Through Intermediary | $281.7M | 31% |
| Aftermarketsales | $179.1M | 19% |
| Sales Channel Directly To Consumer | $173.6M | 19% |
| EMEAHY | $153.3M | 17% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $89.0M | 10% |
| Otherrevenue | $42.4M | 5% |
