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BXP, Inc.(BXP)与JBT Marel Corp(JBTM)财务数据对比。点击上方公司名可切换其他公司
JBT Marel Corp的季度营收约是BXP, Inc.的1.2倍($1.0B vs $872.1M),BXP, Inc.净利率更高(15.3% vs 5.3%,领先10.0%),JBT Marel Corp同比增速更快(115.6% vs 0.8%),过去两年JBT Marel Corp的营收复合增速更高(60.3% 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。
JBT Marel Corp(原称JBT公司、约翰宾技术公司)是主营食品加工机械及自动化车辆的企业,2008年由FMC技术公司拆分非能源业务独立注册成立,总部位于美国伊利诺伊州芝加哥,发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
BXP vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.2倍
$872.1M
营收增速更快
JBTM
高出114.8%
0.8%
净利率更高
BXP
高出10.0%
5.3%
两年增速更快
JBTM
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $1.0B |
| 净利润 | $133.0M | $53.1M |
| 毛利率 | — | 34.5% |
| 营业利润率 | — | 7.2% |
| 净利率 | 15.3% | 5.3% |
| 营收同比 | 0.8% | 115.6% |
| 净利润同比 | 53.0% | 858.6% |
| 每股收益(稀释后) | $1.69 | $1.04 |
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
JBTM
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $1.0B | ||
| Q3 25 | $871.5M | $1.0B | ||
| Q2 25 | $868.5M | $934.8M | ||
| Q1 25 | $865.2M | $854.1M | ||
| Q4 24 | $858.6M | $467.6M | ||
| Q3 24 | $859.2M | $453.8M | ||
| Q2 24 | $850.5M | $402.3M |
净利润
BXP
JBTM
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $53.1M | ||
| Q3 25 | $-121.7M | $66.0M | ||
| Q2 25 | $89.0M | $3.4M | ||
| Q1 25 | $61.2M | $-173.0M | ||
| Q4 24 | $-228.9M | $-7.0M | ||
| Q3 24 | $83.6M | $38.9M | ||
| Q2 24 | $79.6M | $30.7M |
毛利率
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 34.5% | ||
| Q3 25 | 59.3% | 35.9% | ||
| Q2 25 | 59.2% | 35.8% | ||
| Q1 25 | 59.2% | 34.2% | ||
| Q4 24 | 59.7% | 38.4% | ||
| Q3 24 | 59.5% | 36.1% | ||
| Q2 24 | 59.8% | 35.6% |
营业利润率
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -3.9% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | 6.7% |
净利率
BXP
JBTM
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 5.3% | ||
| Q3 25 | -14.0% | 6.6% | ||
| Q2 25 | 10.2% | 0.4% | ||
| Q1 25 | 7.1% | -20.3% | ||
| Q4 24 | -26.7% | -1.5% | ||
| Q3 24 | 9.7% | 8.6% | ||
| Q2 24 | 9.4% | 7.6% |
每股收益(稀释后)
BXP
JBTM
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $1.04 | ||
| Q3 25 | $-0.77 | $1.26 | ||
| Q2 25 | $0.56 | $0.07 | ||
| Q1 25 | $0.39 | $-3.35 | ||
| Q4 24 | $-1.46 | $-0.22 | ||
| Q3 24 | $0.53 | $1.21 | ||
| Q2 24 | $0.51 | $0.95 |
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 | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $7.7B | $4.5B |
| 总资产 | $25.1B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
JBTM
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $167.9M | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | — | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $685.4M | — |
总债务
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M |
股东权益
BXP
JBTM
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $4.5B | ||
| Q3 25 | $5.0B | $4.4B | ||
| Q2 25 | $5.3B | $4.4B | ||
| Q1 25 | $5.3B | $4.1B | ||
| Q4 24 | $5.4B | $1.5B | ||
| Q3 24 | $5.8B | $1.6B | ||
| Q2 24 | $5.8B | $1.5B |
总资产
BXP
JBTM
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $8.2B | ||
| Q3 25 | $26.0B | $8.2B | ||
| Q2 25 | $25.6B | $8.3B | ||
| Q1 25 | $25.4B | $8.0B | ||
| Q4 24 | $26.1B | $3.4B | ||
| Q3 24 | $26.4B | $2.8B | ||
| Q2 24 | $25.5B | $2.7B |
负债/权益比
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× |
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 | — | $117.4M |
| 自由现金流经营现金流 - 资本支出 | — | $83.5M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | 1.5% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $238.1M |
8季度趋势,按日历期对齐
经营现金流
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $117.4M | ||
| Q3 25 | $274.2M | $87.7M | ||
| Q2 25 | $353.1M | $102.2M | ||
| Q1 25 | $210.0M | $34.4M | ||
| Q4 24 | $383.7M | $128.7M | ||
| Q3 24 | $286.1M | $71.9M | ||
| Q2 24 | $367.1M | $21.6M |
自由现金流
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $83.5M | ||
| Q3 25 | $231.6M | $56.5M | ||
| Q2 25 | $281.5M | $83.7M | ||
| Q1 25 | $152.6M | $14.4M | ||
| Q4 24 | $312.5M | $118.7M | ||
| Q3 24 | $234.5M | $65.0M | ||
| Q2 24 | $332.4M | $11.1M |
自由现金流率
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 8.3% | ||
| Q3 25 | 26.6% | 5.6% | ||
| Q2 25 | 32.4% | 9.0% | ||
| Q1 25 | 17.6% | 1.7% | ||
| Q4 24 | 36.4% | 25.4% | ||
| Q3 24 | 27.3% | 14.3% | ||
| Q2 24 | 39.1% | 2.8% |
资本支出强度
BXP
JBTM
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 3.4% | ||
| Q3 25 | 4.9% | 3.1% | ||
| Q2 25 | 8.2% | 2.0% | ||
| Q1 25 | 6.6% | 2.3% | ||
| Q4 24 | 8.3% | 2.1% | ||
| Q3 24 | 6.0% | 1.5% | ||
| Q2 24 | 4.1% | 2.6% |
现金转化率
BXP
JBTM
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 2.21× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | 3.97× | 30.06× | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 1.85× | ||
| Q2 24 | 4.61× | 0.70× |
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% |
JBTM
暂无分部数据