vs
BXP, Inc.(BXP)与MAYS J W INC(MAYS)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MAYS J W INC的167.0倍($877.1M vs $5.3M)。BXP, Inc.净利率更高(28.3% vs -6.4%,领先34.7%)。BXP, Inc.同比增速更快(2.2% vs -5.2%)。BXP, Inc.自由现金流更多($362.7M vs $1.5M)。过去两年BXP, Inc.的营收复合增速更高(2.2% vs -1.5%)
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。
J.W. Mays Inc.是一家总部位于美国纽约布鲁克林的房地产企业。1927年至1988年期间,该公司曾在纽约市周边区域运营名为Mays的折扣百货连锁,门店覆盖纽约市五个行政区中的三个,以及长岛和帕特南县,1970年代初业务巅峰时期,9家门店共拥有5000名员工。
BXP vs MAYS — 直观对比
营收规模更大
BXP
是对方的167.0倍
$5.3M
营收增速更快
BXP
高出7.4%
-5.2%
净利率更高
BXP
高出34.7%
-6.4%
自由现金流更多
BXP
多$361.2M
$1.5M
两年增速更快
BXP
近两年复合增速
-1.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $877.1M | $5.3M |
| 净利润 | $248.4M | $-334.0K |
| 毛利率 | 58.8% | — |
| 营业利润率 | — | -9.3% |
| 净利率 | 28.3% | -6.4% |
| 营收同比 | 2.2% | -5.2% |
| 净利润同比 | 208.5% | -1353.1% |
| 每股收益(稀释后) | $1.56 | $-0.17 |
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
MAYS
| Q4 25 | $877.1M | $5.3M | ||
| Q3 25 | $871.5M | $5.7M | ||
| Q2 25 | $868.5M | $5.6M | ||
| Q1 25 | $865.2M | $5.6M | ||
| Q4 24 | $858.6M | $5.5M | ||
| Q3 24 | $859.2M | $5.5M | ||
| Q2 24 | $850.5M | $5.4M | ||
| Q1 24 | $839.4M | $5.4M |
净利润
BXP
MAYS
| Q4 25 | $248.4M | $-334.0K | ||
| Q3 25 | $-121.7M | $-92.0K | ||
| Q2 25 | $89.0M | $86.8K | ||
| Q1 25 | $61.2M | $-157.7K | ||
| Q4 24 | $-228.9M | $26.7K | ||
| Q3 24 | $83.6M | $-31.1K | ||
| Q2 24 | $79.6M | $-84.9K | ||
| Q1 24 | $79.9M | $-98.1K |
毛利率
BXP
MAYS
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 59.2% | — | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.8% | — | ||
| Q1 24 | 60.6% | — |
营业利润率
BXP
MAYS
| Q4 25 | — | -9.3% | ||
| Q3 25 | — | -2.4% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | -1.5% | ||
| Q2 24 | — | -2.9% | ||
| Q1 24 | — | -6.1% |
净利率
BXP
MAYS
| Q4 25 | 28.3% | -6.4% | ||
| Q3 25 | -14.0% | -1.6% | ||
| Q2 25 | 10.2% | 1.5% | ||
| Q1 25 | 7.1% | -2.8% | ||
| Q4 24 | -26.7% | 0.5% | ||
| Q3 24 | 9.7% | -0.6% | ||
| Q2 24 | 9.4% | -1.6% | ||
| Q1 24 | 9.5% | -1.8% |
每股收益(稀释后)
BXP
MAYS
| Q4 25 | $1.56 | $-0.17 | ||
| Q3 25 | $-0.77 | $-0.04 | ||
| Q2 25 | $0.56 | $0.04 | ||
| Q1 25 | $0.39 | $-0.08 | ||
| Q4 24 | $-1.46 | $0.01 | ||
| Q3 24 | $0.53 | $-0.02 | ||
| Q2 24 | $0.51 | $-0.04 | ||
| Q1 24 | $0.51 | $-0.04 |
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 | $1.5B | $2.2M |
| 总债务越低越好 | — | $3.2M |
| 股东权益账面价值 | $5.1B | $52.4M |
| 总资产 | $26.2B | $88.7M |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
MAYS
| Q4 25 | $1.5B | $2.2M | ||
| Q3 25 | $861.1M | $748.6K | ||
| Q2 25 | $447.0M | $2.3M | ||
| Q1 25 | $398.1M | $1.5M | ||
| Q4 24 | $1.3B | $2.3M | ||
| Q3 24 | $1.4B | $1.2M | ||
| Q2 24 | $685.4M | $1.2M | ||
| Q1 24 | $701.7M | $691.5K |
总债务
BXP
MAYS
| Q4 25 | — | $3.2M | ||
| Q3 25 | — | $3.2M | ||
| Q2 25 | — | $3.3M | ||
| Q1 25 | — | $3.3M | ||
| Q4 24 | — | $3.5M | ||
| Q3 24 | — | $3.9M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BXP
MAYS
| Q4 25 | $5.1B | $52.4M | ||
| Q3 25 | $5.0B | $52.8M | ||
| Q2 25 | $5.3B | $52.9M | ||
| Q1 25 | $5.3B | $52.8M | ||
| Q4 24 | $5.4B | $52.9M | ||
| Q3 24 | $5.8B | $52.9M | ||
| Q2 24 | $5.8B | $52.9M | ||
| Q1 24 | $5.9B | $53.0M |
总资产
BXP
MAYS
| Q4 25 | $26.2B | $88.7M | ||
| Q3 25 | $26.0B | $88.0M | ||
| Q2 25 | $25.6B | $87.9M | ||
| Q1 25 | $25.4B | $88.3M | ||
| Q4 24 | $26.1B | $88.5M | ||
| Q3 24 | $26.4B | $89.5M | ||
| Q2 24 | $25.5B | $90.4M | ||
| Q1 24 | $25.5B | $90.6M |
负债/权益比
BXP
MAYS
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.06× | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $407.8M | $1.9M |
| 自由现金流经营现金流 - 资本支出 | $362.7M | $1.5M |
| 自由现金流率自由现金流/营收 | 41.4% | 28.8% |
| 资本支出强度资本支出/营收 | 5.1% | 7.8% |
| 现金转化率经营现金流/净利润 | 1.64× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | $296.7K |
8季度趋势,按日历期对齐
经营现金流
BXP
MAYS
| Q4 25 | $407.8M | $1.9M | ||
| Q3 25 | $274.2M | $-827.2K | ||
| Q2 25 | $353.1M | $1.9M | ||
| Q1 25 | $210.0M | $-383.4K | ||
| Q4 24 | $383.7M | $1.8M | ||
| Q3 24 | $286.1M | $-1.4M | ||
| Q2 24 | $367.1M | $2.0M | ||
| Q1 24 | $197.6M | $-868.9K |
自由现金流
BXP
MAYS
| Q4 25 | $362.7M | $1.5M | ||
| Q3 25 | $231.6M | $-1.5M | ||
| Q2 25 | $281.5M | $868.4K | ||
| Q1 25 | $152.6M | $-586.2K | ||
| Q4 24 | $312.5M | $1.3M | ||
| Q3 24 | $234.5M | $-1.8M | ||
| Q2 24 | $332.4M | $789.9K | ||
| Q1 24 | $165.5M | $-1.4M |
自由现金流率
BXP
MAYS
| Q4 25 | 41.4% | 28.8% | ||
| Q3 25 | 26.6% | -26.5% | ||
| Q2 25 | 32.4% | 15.4% | ||
| Q1 25 | 17.6% | -10.4% | ||
| Q4 24 | 36.4% | 24.2% | ||
| Q3 24 | 27.3% | -33.5% | ||
| Q2 24 | 39.1% | 14.7% | ||
| Q1 24 | 19.7% | -26.7% |
资本支出强度
BXP
MAYS
| Q4 25 | 5.1% | 7.8% | ||
| Q3 25 | 4.9% | 11.8% | ||
| Q2 25 | 8.2% | 18.8% | ||
| Q1 25 | 6.6% | 3.6% | ||
| Q4 24 | 8.3% | 8.3% | ||
| Q3 24 | 6.0% | 7.7% | ||
| Q2 24 | 4.1% | 21.9% | ||
| Q1 24 | 3.8% | 10.6% |
现金转化率
BXP
MAYS
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | 22.22× | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | 67.62× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | — | ||
| Q1 24 | 2.47× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图