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BXP, Inc.（BXP）与ITRON, INC.（ITRI）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ITRON, INC.的1.5倍（$872.1M vs $587.0M），BXP, Inc.净利率更高（15.3% vs 9.1%，领先6.1%），BXP, Inc.同比增速更快（0.8% vs -3.3%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -1.8%）
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。
Itron, Inc.是美国一家专注于能源与水资源管理的技术企业，总部位于华盛顿州自由湖。公司提供电、气、水及热能计量设备、控制技术、通信系统、配套软件，同时还提供托管运营及咨询服务，可对能源和水资源的消耗情况进行计量与深度分析，助力相关领域的资源高效管理。
BXP vs ITRI — 直观对比
营收规模更大
BXP
是对方的1.5倍
$587.0M
营收增速更快
BXP
高出4.1%
-3.3%
净利率更高
BXP
高出6.1%
9.1%
两年增速更快
BXP
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $587.0M |
| 净利润 | $133.0M | $53.6M |
| 毛利率 | — | 40.3% |
| 营业利润率 | — | 11.5% |
| 净利率 | 15.3% | 9.1% |
| 营收同比 | 0.8% | -3.3% |
| 净利润同比 | 53.0% | -18.0% |
| 每股收益（稀释后） | $1.69 | $1.18 |
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BXPITRI
| Q1 26 | $872.1M | $587.0M | ||
| Q4 25 | $877.1M | $571.7M | ||
| Q3 25 | $871.5M | $581.6M | ||
| Q2 25 | $868.5M | $606.8M | ||
| Q1 25 | $865.2M | $607.2M | ||
| Q4 24 | $858.6M | $612.9M | ||
| Q3 24 | $859.2M | $615.5M | ||
| Q2 24 | $850.5M | $609.1M |
净利润BXPITRI
| Q1 26 | $133.0M | $53.6M | ||
| Q4 25 | $248.4M | $101.6M | ||
| Q3 25 | $-121.7M | $65.6M | ||
| Q2 25 | $89.0M | $68.3M | ||
| Q1 25 | $61.2M | $65.5M | ||
| Q4 24 | $-228.9M | $58.1M | ||
| Q3 24 | $83.6M | $78.0M | ||
| Q2 24 | $79.6M | $51.3M |
毛利率BXPITRI
| Q1 26 | — | 40.3% | ||
| Q4 25 | 58.8% | 40.5% | ||
| Q3 25 | 59.3% | 37.7% | ||
| Q2 25 | 59.2% | 36.9% | ||
| Q1 25 | 59.2% | 35.8% | ||
| Q4 24 | 59.7% | 34.9% | ||
| Q3 24 | 59.5% | 34.1% | ||
| Q2 24 | 59.8% | 34.6% |
营业利润率BXPITRI
| Q1 26 | — | 11.5% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 10.2% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 10.6% |
净利率BXPITRI
| Q1 26 | 15.3% | 9.1% | ||
| Q4 25 | 28.3% | 17.8% | ||
| Q3 25 | -14.0% | 11.3% | ||
| Q2 25 | 10.2% | 11.3% | ||
| Q1 25 | 7.1% | 10.8% | ||
| Q4 24 | -26.7% | 9.5% | ||
| Q3 24 | 9.7% | 12.7% | ||
| Q2 24 | 9.4% | 8.4% |
每股收益（稀释后）BXPITRI
| Q1 26 | $1.69 | $1.18 | ||
| Q4 25 | $1.56 | $2.20 | ||
| Q3 25 | $-0.77 | $1.41 | ||
| Q2 25 | $0.56 | $1.47 | ||
| Q1 25 | $0.39 | $1.42 | ||
| Q4 24 | $-1.46 | $1.26 | ||
| Q3 24 | $0.53 | $1.70 | ||
| Q2 24 | $0.51 | $1.10 |
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 | $712.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $1.6B |
| 总资产 | $25.1B | $4.0B |
| 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BXPITRI
| Q1 26 | $512.8M | $712.9M | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $861.1M | $1.3B | ||
| Q2 25 | $447.0M | $1.2B | ||
| Q1 25 | $398.1M | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.4B | $982.5M | ||
| Q2 24 | $685.4M | $920.6M |
总债务BXPITRI
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
股东权益BXPITRI
| Q1 26 | $7.7B | $1.6B | ||
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $5.0B | $1.7B | ||
| Q2 25 | $5.3B | $1.6B | ||
| Q1 25 | $5.3B | $1.5B | ||
| Q4 24 | $5.4B | $1.4B | ||
| Q3 24 | $5.8B | $1.3B | ||
| Q2 24 | $5.8B | $1.2B |
总资产BXPITRI
| Q1 26 | $25.1B | $4.0B | ||
| Q4 25 | $26.2B | $3.7B | ||
| Q3 25 | $26.0B | $3.7B | ||
| Q2 25 | $25.6B | $3.6B | ||
| Q1 25 | $25.4B | $3.5B | ||
| Q4 24 | $26.1B | $3.4B | ||
| Q3 24 | $26.4B | $3.4B | ||
| Q2 24 | $25.5B | $3.3B |
负债/权益比BXPITRI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.02× |
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 | — | $85.5M |
| 自由现金流经营现金流 - 资本支出 | — | $79.0M |
| 自由现金流率自由现金流/营收 | — | 13.5% |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $394.6M |
8季度趋势，按日历期对齐
经营现金流BXPITRI
| Q1 26 | — | $85.5M | ||
| Q4 25 | $407.8M | $119.3M | ||
| Q3 25 | $274.2M | $117.8M | ||
| Q2 25 | $353.1M | $96.7M | ||
| Q1 25 | $210.0M | $72.1M | ||
| Q4 24 | $383.7M | $79.8M | ||
| Q3 24 | $286.1M | $65.3M | ||
| Q2 24 | $367.1M | $51.7M |
自由现金流BXPITRI
| Q1 26 | — | $79.0M | ||
| Q4 25 | $362.7M | $111.5M | ||
| Q3 25 | $231.6M | $113.4M | ||
| Q2 25 | $281.5M | $90.7M | ||
| Q1 25 | $152.6M | $67.5M | ||
| Q4 24 | $312.5M | $70.2M | ||
| Q3 24 | $234.5M | $58.7M | ||
| Q2 24 | $332.4M | $44.6M |
自由现金流率BXPITRI
| Q1 26 | — | 13.5% | ||
| Q4 25 | 41.4% | 19.5% | ||
| Q3 25 | 26.6% | 19.5% | ||
| Q2 25 | 32.4% | 14.9% | ||
| Q1 25 | 17.6% | 11.1% | ||
| Q4 24 | 36.4% | 11.4% | ||
| Q3 24 | 27.3% | 9.5% | ||
| Q2 24 | 39.1% | 7.3% |
资本支出强度BXPITRI
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 1.4% | ||
| Q3 25 | 4.9% | 0.8% | ||
| Q2 25 | 8.2% | 1.0% | ||
| Q1 25 | 6.6% | 0.8% | ||
| Q4 24 | 8.3% | 1.6% | ||
| Q3 24 | 6.0% | 1.1% | ||
| Q2 24 | 4.1% | 1.2% |
现金转化率BXPITRI
| Q1 26 | — | 1.60× | ||
| Q4 25 | 1.64× | 1.17× | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | 3.97× | 1.41× | ||
| Q1 25 | 3.43× | 1.10× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | 3.42× | 0.84× | ||
| Q2 24 | 4.61× | 1.01× |
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% |
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |
