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BXP, Inc.（BXP）与MongoDB, Inc.（MDB）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MongoDB, Inc.的1.4倍（$872.1M vs $628.3M），BXP, Inc.净利率更高（15.3% vs -0.3%，领先15.6%），MongoDB, Inc.同比增速更快（18.7% vs 0.8%），过去两年MongoDB, Inc.的营收复合增速更高（17.1% 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。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
BXP vs MDB — 直观对比
营收规模更大
BXP
是对方的1.4倍
$628.3M
营收增速更快
MDB
高出17.9%
0.8%
净利率更高
BXP
高出15.6%
-0.3%
两年增速更快
MDB
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $628.3M |
| 净利润 | $133.0M | $-2.0M |
| 毛利率 | — | 71.5% |
| 营业利润率 | — | -2.9% |
| 净利率 | 15.3% | -0.3% |
| 营收同比 | 0.8% | 18.7% |
| 净利润同比 | 53.0% | 79.5% |
| 每股收益（稀释后） | $1.69 | — |
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BXPMDB
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $628.3M | ||
| Q3 25 | $871.5M | $591.4M | ||
| Q2 25 | $868.5M | $549.0M | ||
| Q1 25 | $865.2M | $548.4M | ||
| Q4 24 | $858.6M | $529.4M | ||
| Q3 24 | $859.2M | $478.1M | ||
| Q2 24 | $850.5M | $450.6M |
净利润BXPMDB
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-2.0M | ||
| Q3 25 | $-121.7M | $-47.0M | ||
| Q2 25 | $89.0M | $-37.6M | ||
| Q1 25 | $61.2M | $15.8M | ||
| Q4 24 | $-228.9M | $-9.8M | ||
| Q3 24 | $83.6M | $-54.5M | ||
| Q2 24 | $79.6M | $-80.6M |
毛利率BXPMDB
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 71.5% | ||
| Q3 25 | 59.3% | 71.0% | ||
| Q2 25 | 59.2% | 71.2% | ||
| Q1 25 | 59.2% | 72.8% | ||
| Q4 24 | 59.7% | 74.4% | ||
| Q3 24 | 59.5% | 73.2% | ||
| Q2 24 | 59.8% | 72.8% |
营业利润率BXPMDB
| Q1 26 | — | — | ||
| Q4 25 | — | -2.9% | ||
| Q3 25 | — | -11.0% | ||
| Q2 25 | — | -9.8% | ||
| Q1 25 | — | -3.4% | ||
| Q4 24 | — | -5.3% | ||
| Q3 24 | — | -14.9% | ||
| Q2 24 | — | -21.8% |
净利率BXPMDB
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -0.3% | ||
| Q3 25 | -14.0% | -8.0% | ||
| Q2 25 | 10.2% | -6.9% | ||
| Q1 25 | 7.1% | 2.9% | ||
| Q4 24 | -26.7% | -1.8% | ||
| Q3 24 | 9.7% | -11.4% | ||
| Q2 24 | 9.4% | -17.9% |
每股收益（稀释后）BXPMDB
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | — | ||
| Q3 25 | $-0.77 | — | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $-1.46 | — | ||
| Q3 24 | $0.53 | — | ||
| Q2 24 | $0.51 | — |
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 | $834.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $2.9B |
| 总资产 | $25.1B | $3.6B |
| 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BXPMDB
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $834.1M | ||
| Q3 25 | $861.1M | $647.1M | ||
| Q2 25 | $447.0M | $657.8M | ||
| Q1 25 | $398.1M | $490.1M | ||
| Q4 24 | $1.3B | $673.1M | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $685.4M | $815.7M |
股东权益BXPMDB
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $2.9B | ||
| Q3 25 | $5.0B | $2.9B | ||
| Q2 25 | $5.3B | $3.0B | ||
| Q1 25 | $5.3B | $2.8B | ||
| Q4 24 | $5.4B | $1.5B | ||
| Q3 24 | $5.8B | $1.4B | ||
| Q2 24 | $5.8B | $1.3B |
总资产BXPMDB
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $3.6B | ||
| Q3 25 | $26.0B | $3.5B | ||
| Q2 25 | $25.6B | $3.6B | ||
| Q1 25 | $25.4B | $3.4B | ||
| Q4 24 | $26.1B | $3.2B | ||
| Q3 24 | $26.4B | $3.1B | ||
| Q2 24 | $25.5B | $3.0B |
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 | — | $143.5M |
| 自由现金流经营现金流 - 资本支出 | — | $141.8M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | 1.5% | 0.3% |
| 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 | — | $346.3M |
8季度趋势，按日历期对齐
经营现金流BXPMDB
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $143.5M | ||
| Q3 25 | $274.2M | $72.1M | ||
| Q2 25 | $353.1M | $109.9M | ||
| Q1 25 | $210.0M | $50.5M | ||
| Q4 24 | $383.7M | $37.4M | ||
| Q3 24 | $286.1M | $-1.4M | ||
| Q2 24 | $367.1M | $63.6M |
自由现金流BXPMDB
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $141.8M | ||
| Q3 25 | $231.6M | $71.6M | ||
| Q2 25 | $281.5M | $108.3M | ||
| Q1 25 | $152.6M | $24.6M | ||
| Q4 24 | $312.5M | $35.5M | ||
| Q3 24 | $234.5M | $-2.4M | ||
| Q2 24 | $332.4M | $63.1M |
自由现金流率BXPMDB
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 22.6% | ||
| Q3 25 | 26.6% | 12.1% | ||
| Q2 25 | 32.4% | 19.7% | ||
| Q1 25 | 17.6% | 4.5% | ||
| Q4 24 | 36.4% | 6.7% | ||
| Q3 24 | 27.3% | -0.5% | ||
| Q2 24 | 39.1% | 14.0% |
资本支出强度BXPMDB
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 0.3% | ||
| Q3 25 | 4.9% | 0.1% | ||
| Q2 25 | 8.2% | 0.3% | ||
| Q1 25 | 6.6% | 4.7% | ||
| Q4 24 | 8.3% | 0.4% | ||
| Q3 24 | 6.0% | 0.2% | ||
| Q2 24 | 4.1% | 0.1% |
现金转化率BXPMDB
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | 3.19× | ||
| 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% |
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
