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BXP, Inc.(BXP)与Liberty Latin America Ltd.(LILA)财务数据对比。点击上方公司名可切换其他公司
Liberty Latin America Ltd.的季度营收约是BXP, Inc.的1.3倍($1.2B vs $872.1M),BXP, Inc.净利率更高(15.3% vs -4.7%,领先20.0%),Liberty Latin America Ltd.同比增速更快(1.7% vs 0.8%),过去两年Liberty Latin America Ltd.的营收复合增速更高(2.7% 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。
自由拉丁美洲有限公司是一家跨国电信运营商,由自由媒体国际业务板块与UnitedGlobalCom(UGC)于2005年合并而成,注册地位于百慕大,在伦敦、阿姆斯特丹和丹佛设有总部,旗下包含英国、荷兰等多地运营主体,相关业务覆盖电信服务领域。
BXP vs LILA — 直观对比
营收规模更大
LILA
是对方的1.3倍
$872.1M
营收增速更快
LILA
高出0.9%
0.8%
净利率更高
BXP
高出20.0%
-4.7%
两年增速更快
LILA
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $1.2B |
| 净利润 | $133.0M | $-54.8M |
| 毛利率 | — | 77.3% |
| 营业利润率 | — | 10.8% |
| 净利率 | 15.3% | -4.7% |
| 营收同比 | 0.8% | 1.7% |
| 净利润同比 | 53.0% | 74.0% |
| 每股收益(稀释后) | $1.69 | $-0.27 |
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
LILA
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $1.2B | ||
| Q3 25 | $871.5M | $1.1B | ||
| Q2 25 | $868.5M | $1.1B | ||
| Q1 25 | $865.2M | $1.1B | ||
| Q4 24 | $858.6M | $1.1B | ||
| Q3 24 | $859.2M | $1.1B | ||
| Q2 24 | $850.5M | $1.1B |
净利润
BXP
LILA
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-54.8M | ||
| Q3 25 | $-121.7M | $3.3M | ||
| Q2 25 | $89.0M | $-423.3M | ||
| Q1 25 | $61.2M | $-136.4M | ||
| Q4 24 | $-228.9M | $-210.4M | ||
| Q3 24 | $83.6M | $-435.8M | ||
| Q2 24 | $79.6M | $-42.7M |
毛利率
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 77.3% | ||
| Q3 25 | 59.3% | 77.7% | ||
| Q2 25 | 59.2% | 78.6% | ||
| Q1 25 | 59.2% | 78.5% | ||
| Q4 24 | 59.7% | 76.1% | ||
| Q3 24 | 59.5% | 78.7% | ||
| Q2 24 | 59.8% | 78.1% |
营业利润率
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 16.9% | ||
| Q2 25 | — | -30.6% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | -34.9% | ||
| Q2 24 | — | 9.9% |
净利率
BXP
LILA
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -4.7% | ||
| Q3 25 | -14.0% | 0.3% | ||
| Q2 25 | 10.2% | -39.0% | ||
| Q1 25 | 7.1% | -12.6% | ||
| Q4 24 | -26.7% | -18.5% | ||
| Q3 24 | 9.7% | -40.0% | ||
| Q2 24 | 9.4% | -3.8% |
每股收益(稀释后)
BXP
LILA
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $-0.27 | ||
| Q3 25 | $-0.77 | $0.02 | ||
| Q2 25 | $0.56 | $-2.12 | ||
| Q1 25 | $0.39 | $-0.69 | ||
| Q4 24 | $-1.46 | $-1.03 | ||
| Q3 24 | $0.53 | $-2.22 | ||
| Q2 24 | $0.51 | $-0.22 |
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 | $783.9M |
| 总债务越低越好 | — | $7.9B |
| 股东权益账面价值 | $7.7B | $555.6M |
| 总资产 | $25.1B | $12.2B |
| 负债/权益比越低杠杆越低 | — | 14.17× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
LILA
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $783.9M | ||
| Q3 25 | $861.1M | $596.7M | ||
| Q2 25 | $447.0M | $514.4M | ||
| Q1 25 | $398.1M | $575.5M | ||
| Q4 24 | $1.3B | $654.3M | ||
| Q3 24 | $1.4B | $588.6M | ||
| Q2 24 | $685.4M | $598.6M |
总债务
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | — | $7.9B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | — | $7.6B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益
BXP
LILA
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $555.6M | ||
| Q3 25 | $5.0B | $628.9M | ||
| Q2 25 | $5.3B | $608.4M | ||
| Q1 25 | $5.3B | $1.0B | ||
| Q4 24 | $5.4B | $1.1B | ||
| Q3 24 | $5.8B | $1.2B | ||
| Q2 24 | $5.8B | $1.7B |
总资产
BXP
LILA
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $12.2B | ||
| Q3 25 | $26.0B | $12.0B | ||
| Q2 25 | $25.6B | $12.0B | ||
| Q1 25 | $25.4B | $12.6B | ||
| Q4 24 | $26.1B | $12.8B | ||
| Q3 24 | $26.4B | $12.7B | ||
| Q2 24 | $25.5B | $13.2B |
负债/权益比
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | — | 14.17× | ||
| Q3 25 | — | 12.45× | ||
| Q2 25 | — | 12.50× | ||
| Q1 25 | — | 7.47× | ||
| Q4 24 | — | 6.99× | ||
| Q3 24 | — | 6.20× | ||
| Q2 24 | — | 4.59× |
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 | — | $461.9M |
| 自由现金流经营现金流 - 资本支出 | — | $320.1M |
| 自由现金流率自由现金流/营收 | — | 27.6% |
| 资本支出强度资本支出/营收 | 1.5% | 12.2% |
| 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 | — | $305.9M |
8季度趋势,按日历期对齐
经营现金流
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $461.9M | ||
| Q3 25 | $274.2M | $178.2M | ||
| Q2 25 | $353.1M | $141.2M | ||
| Q1 25 | $210.0M | $24.6M | ||
| Q4 24 | $383.7M | $398.6M | ||
| Q3 24 | $286.1M | $177.5M | ||
| Q2 24 | $367.1M | $156.9M |
自由现金流
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $320.1M | ||
| Q3 25 | $231.6M | $56.0M | ||
| Q2 25 | $281.5M | $1.9M | ||
| Q1 25 | $152.6M | $-72.1M | ||
| Q4 24 | $312.5M | $234.9M | ||
| Q3 24 | $234.5M | $51.0M | ||
| Q2 24 | $332.4M | $16.4M |
自由现金流率
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 27.6% | ||
| Q3 25 | 26.6% | 5.0% | ||
| Q2 25 | 32.4% | 0.2% | ||
| Q1 25 | 17.6% | -6.7% | ||
| Q4 24 | 36.4% | 20.6% | ||
| Q3 24 | 27.3% | 4.7% | ||
| Q2 24 | 39.1% | 1.5% |
资本支出强度
BXP
LILA
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 12.2% | ||
| Q3 25 | 4.9% | 11.0% | ||
| Q2 25 | 8.2% | 12.8% | ||
| Q1 25 | 6.6% | 8.9% | ||
| Q4 24 | 8.3% | 14.4% | ||
| Q3 24 | 6.0% | 11.6% | ||
| Q2 24 | 4.1% | 12.6% |
现金转化率
BXP
LILA
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | 54.00× | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | — |
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% |
LILA
| Liberty Cablevisionof Puerto Rico LLC Liberty Puerto Rico | $301.3M | 26% |
| Cable Wireless Communications Limited CW Panama | $230.1M | 20% |
| Costa Rica Segment | $168.2M | 15% |
| Liberty Networks | $129.3M | 11% |
| Cable Subscription | $112.4M | 10% |
| Mobile Subscription | $95.9M | 8% |
| Mobile Handset And Other Devices | $73.0M | 6% |
| Liberty Networks Other | $25.0M | 2% |
| Mobile Non Subscription | $21.6M | 2% |
| B2B Mobile Handsetand Other Devices | $7.0M | 1% |
| Cable Non Subscription | $4.3M | 0% |