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BXP, Inc.(BXP)与INNOSPEC INC.(IOSP)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INNOSPEC INC.的1.9倍($872.1M vs $455.6M),BXP, Inc.净利率更高(15.3% vs 10.4%,领先4.8%),BXP, Inc.同比增速更快(0.8% vs -2.4%),过去两年BXP, Inc.的营收复合增速更高(1.3% vs -4.6%)
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。
Innospec Inc.是一家美国特种化学品企业,前身为奥克泰尔公司及联合奥克泰尔有限公司,旗下设有三大业务板块:高性能化学品业务覆盖个人护理、家居护理、农化、采矿及工业市场;燃料特种化学品业务专注于生产和供应燃油添加剂;油田服务业务则提供钻井、完井及采油相关化学品。
BXP vs IOSP — 直观对比
营收规模更大
BXP
是对方的1.9倍
$455.6M
营收增速更快
BXP
高出3.2%
-2.4%
净利率更高
BXP
高出4.8%
10.4%
两年增速更快
BXP
近两年复合增速
-4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $455.6M |
| 净利润 | $133.0M | $47.4M |
| 毛利率 | — | 28.0% |
| 营业利润率 | — | 10.3% |
| 净利率 | 15.3% | 10.4% |
| 营收同比 | 0.8% | -2.4% |
| 净利润同比 | 53.0% | 167.3% |
| 每股收益(稀释后) | $1.69 | $1.90 |
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
IOSP
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $455.6M | ||
| Q3 25 | $871.5M | $441.9M | ||
| Q2 25 | $868.5M | $439.7M | ||
| Q1 25 | $865.2M | $440.8M | ||
| Q4 24 | $858.6M | $466.8M | ||
| Q3 24 | $859.2M | $443.4M | ||
| Q2 24 | $850.5M | $435.0M |
净利润
BXP
IOSP
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $47.4M | ||
| Q3 25 | $-121.7M | $12.9M | ||
| Q2 25 | $89.0M | $23.5M | ||
| Q1 25 | $61.2M | $32.8M | ||
| Q4 24 | $-228.9M | $-70.4M | ||
| Q3 24 | $83.6M | $33.4M | ||
| Q2 24 | $79.6M | $31.2M |
毛利率
BXP
IOSP
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 28.0% | ||
| Q3 25 | 59.3% | 26.4% | ||
| Q2 25 | 59.2% | 28.0% | ||
| Q1 25 | 59.2% | 28.4% | ||
| Q4 24 | 59.7% | 29.2% | ||
| Q3 24 | 59.5% | 28.0% | ||
| Q2 24 | 59.8% | 29.2% |
营业利润率
BXP
IOSP
| Q1 26 | — | — | ||
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | 9.4% |
净利率
BXP
IOSP
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 10.4% | ||
| Q3 25 | -14.0% | 2.9% | ||
| Q2 25 | 10.2% | 5.3% | ||
| Q1 25 | 7.1% | 7.4% | ||
| Q4 24 | -26.7% | -15.1% | ||
| Q3 24 | 9.7% | 7.5% | ||
| Q2 24 | 9.4% | 7.2% |
每股收益(稀释后)
BXP
IOSP
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $1.90 | ||
| Q3 25 | $-0.77 | $0.52 | ||
| Q2 25 | $0.56 | $0.94 | ||
| Q1 25 | $0.39 | $1.31 | ||
| Q4 24 | $-1.46 | $-2.80 | ||
| Q3 24 | $0.53 | $1.33 | ||
| Q2 24 | $0.51 | $1.24 |
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 | $292.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $1.3B |
| 总资产 | $25.1B | $1.8B |
| 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
IOSP
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $292.5M | ||
| Q3 25 | $861.1M | $270.8M | ||
| Q2 25 | $447.0M | $266.6M | ||
| Q1 25 | $398.1M | $299.8M | ||
| Q4 24 | $1.3B | $289.2M | ||
| Q3 24 | $1.4B | $303.8M | ||
| Q2 24 | $685.4M | $240.2M |
股东权益
BXP
IOSP
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $1.3B | ||
| Q3 25 | $5.0B | $1.3B | ||
| Q2 25 | $5.3B | $1.3B | ||
| Q1 25 | $5.3B | $1.3B | ||
| Q4 24 | $5.4B | $1.2B | ||
| Q3 24 | $5.8B | $1.2B | ||
| Q2 24 | $5.8B | $1.2B |
总资产
BXP
IOSP
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $1.8B | ||
| Q3 25 | $26.0B | $1.8B | ||
| Q2 25 | $25.6B | $1.8B | ||
| Q1 25 | $25.4B | $1.8B | ||
| Q4 24 | $26.1B | $1.7B | ||
| Q3 24 | $26.4B | $1.8B | ||
| Q2 24 | $25.5B | $1.7B |
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 | — | $61.4M |
| 自由现金流经营现金流 - 资本支出 | — | $46.8M |
| 自由现金流率自由现金流/营收 | — | 10.3% |
| 资本支出强度资本支出/营收 | 1.5% | 3.2% |
| 现金转化率经营现金流/净利润 | — | 1.30× |
| 过去12个月自由现金流最近4个季度 | — | $88.0M |
8季度趋势,按日历期对齐
经营现金流
BXP
IOSP
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $61.4M | ||
| Q3 25 | $274.2M | $39.3M | ||
| Q2 25 | $353.1M | $9.3M | ||
| Q1 25 | $210.0M | $28.3M | ||
| Q4 24 | $383.7M | $25.7M | ||
| Q3 24 | $286.1M | $73.5M | ||
| Q2 24 | $367.1M | $4.7M |
自由现金流
BXP
IOSP
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $46.8M | ||
| Q3 25 | $231.6M | $25.0M | ||
| Q2 25 | $281.5M | $-3.7M | ||
| Q1 25 | $152.6M | $19.9M | ||
| Q4 24 | $312.5M | $13.6M | ||
| Q3 24 | $234.5M | $65.8M | ||
| Q2 24 | $332.4M | $-6.2M |
自由现金流率
BXP
IOSP
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 10.3% | ||
| Q3 25 | 26.6% | 5.7% | ||
| Q2 25 | 32.4% | -0.8% | ||
| Q1 25 | 17.6% | 4.5% | ||
| Q4 24 | 36.4% | 2.9% | ||
| Q3 24 | 27.3% | 14.8% | ||
| Q2 24 | 39.1% | -1.4% |
资本支出强度
BXP
IOSP
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 3.2% | ||
| Q3 25 | 4.9% | 3.2% | ||
| Q2 25 | 8.2% | 3.0% | ||
| Q1 25 | 6.6% | 1.9% | ||
| Q4 24 | 8.3% | 2.6% | ||
| Q3 24 | 6.0% | 1.7% | ||
| Q2 24 | 4.1% | 2.5% |
现金转化率
BXP
IOSP
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.30× | ||
| Q3 25 | — | 3.05× | ||
| Q2 25 | 3.97× | 0.40× | ||
| Q1 25 | 3.43× | 0.86× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 2.20× | ||
| Q2 24 | 4.61× | 0.15× |
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% |
IOSP
| Refinery And Performance | $147.0M | 32% |
| Personal Care | $99.7M | 22% |
| Oilfield Services | $93.1M | 20% |
| Other Fuel Specialties | $47.1M | 10% |
| Other Performance Chemicals | $40.0M | 9% |
| Home Care | $28.7M | 6% |