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BXP, Inc.(BXP)与MIDDLEBY Corp(MIDD)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MIDDLEBY Corp的1.0倍($872.1M vs $866.4M),BXP, Inc.净利率更高(15.3% vs 4.3%,领先11.0%),BXP, Inc.同比增速更快(0.8% vs -30.6%),过去两年BXP, Inc.的营收复合增速更高(1.3% vs -3.3%)
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。
美国Middleby公司是总部位于伊利诺伊州埃尔金的上市企业,主营商用烹饪设备、工业加工设备及民用家电,其商用烹饪设备业务覆盖美国及全球前100家餐饮连锁品牌中的97家,是全球餐饮设备领域的领先供应商。
BXP vs MIDD — 直观对比
营收规模更大
BXP
是对方的1.0倍
$866.4M
营收增速更快
BXP
高出31.4%
-30.6%
净利率更高
BXP
高出11.0%
4.3%
两年增速更快
BXP
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $866.4M |
| 净利润 | $133.0M | $36.9M |
| 毛利率 | — | 38.8% |
| 营业利润率 | — | 17.3% |
| 净利率 | 15.3% | 4.3% |
| 营收同比 | 0.8% | -30.6% |
| 净利润同比 | 53.0% | -67.1% |
| 每股收益(稀释后) | $1.69 | $0.74 |
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
MIDD
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $866.4M | ||
| Q3 25 | $871.5M | $982.1M | ||
| Q2 25 | $868.5M | $977.9M | ||
| Q1 25 | $865.2M | $906.6M | ||
| Q4 24 | $858.6M | $1.0B | ||
| Q3 24 | $859.2M | $942.8M | ||
| Q2 24 | $850.5M | $991.5M |
净利润
BXP
MIDD
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $36.9M | ||
| Q3 25 | $-121.7M | $-513.0M | ||
| Q2 25 | $89.0M | $106.0M | ||
| Q1 25 | $61.2M | $92.4M | ||
| Q4 24 | $-228.9M | $112.3M | ||
| Q3 24 | $83.6M | $114.2M | ||
| Q2 24 | $79.6M | $115.4M |
毛利率
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 38.8% | ||
| Q3 25 | 59.3% | 36.8% | ||
| Q2 25 | 59.2% | 38.0% | ||
| Q1 25 | 59.2% | 38.2% | ||
| Q4 24 | 59.7% | 38.4% | ||
| Q3 24 | 59.5% | 37.7% | ||
| Q2 24 | 59.8% | 38.3% |
营业利润率
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | — | -56.4% | ||
| Q2 25 | — | 15.9% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 16.8% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | — | 17.7% |
净利率
BXP
MIDD
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 4.3% | ||
| Q3 25 | -14.0% | -52.2% | ||
| Q2 25 | 10.2% | 10.8% | ||
| Q1 25 | 7.1% | 10.2% | ||
| Q4 24 | -26.7% | 11.1% | ||
| Q3 24 | 9.7% | 12.1% | ||
| Q2 24 | 9.4% | 11.6% |
每股收益(稀释后)
BXP
MIDD
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.74 | ||
| Q3 25 | $-0.77 | $-10.15 | ||
| Q2 25 | $0.56 | $1.99 | ||
| Q1 25 | $0.39 | $1.69 | ||
| Q4 24 | $-1.46 | $2.07 | ||
| Q3 24 | $0.53 | $2.11 | ||
| Q2 24 | $0.51 | $2.13 |
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 | $222.2M |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $7.7B | $2.8B |
| 总资产 | $25.1B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 0.78× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
MIDD
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $222.2M | ||
| Q3 25 | $861.1M | $175.1M | ||
| Q2 25 | $447.0M | $511.5M | ||
| Q1 25 | $398.1M | $745.1M | ||
| Q4 24 | $1.3B | $689.5M | ||
| Q3 24 | $1.4B | $606.0M | ||
| Q2 24 | $685.4M | $459.5M |
总债务
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BXP
MIDD
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $2.8B | ||
| Q3 25 | $5.0B | $2.9B | ||
| Q2 25 | $5.3B | $3.6B | ||
| Q1 25 | $5.3B | $3.7B | ||
| Q4 24 | $5.4B | $3.6B | ||
| Q3 24 | $5.8B | $3.6B | ||
| Q2 24 | $5.8B | $3.4B |
总资产
BXP
MIDD
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $6.3B | ||
| Q3 25 | $26.0B | $6.4B | ||
| Q2 25 | $25.6B | $7.3B | ||
| Q1 25 | $25.4B | $7.4B | ||
| Q4 24 | $26.1B | $7.3B | ||
| Q3 24 | $26.4B | $7.2B | ||
| Q2 24 | $25.5B | $7.0B |
负债/权益比
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $165.5M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | 1.5% | 1.5% |
| 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 | — | $530.1M |
8季度趋势,按日历期对齐
经营现金流
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | — | ||
| Q3 25 | $274.2M | $176.3M | ||
| Q2 25 | $353.1M | $122.0M | ||
| Q1 25 | $210.0M | $141.1M | ||
| Q4 24 | $383.7M | $239.7M | ||
| Q3 24 | $286.1M | $156.7M | ||
| Q2 24 | $367.1M | $149.5M |
自由现金流
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $165.5M | ||
| Q3 25 | $231.6M | $156.1M | ||
| Q2 25 | $281.5M | $101.1M | ||
| Q1 25 | $152.6M | $107.4M | ||
| Q4 24 | $312.5M | $226.6M | ||
| Q3 24 | $234.5M | $145.2M | ||
| Q2 24 | $332.4M | $138.6M |
自由现金流率
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 19.1% | ||
| Q3 25 | 26.6% | 15.9% | ||
| Q2 25 | 32.4% | 10.3% | ||
| Q1 25 | 17.6% | 11.8% | ||
| Q4 24 | 36.4% | 22.3% | ||
| Q3 24 | 27.3% | 15.4% | ||
| Q2 24 | 39.1% | 14.0% |
资本支出强度
BXP
MIDD
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 1.5% | ||
| Q3 25 | 4.9% | 2.1% | ||
| Q2 25 | 8.2% | 2.1% | ||
| Q1 25 | 6.6% | 3.7% | ||
| Q4 24 | 8.3% | 1.3% | ||
| Q3 24 | 6.0% | 1.2% | ||
| Q2 24 | 4.1% | 1.1% |
现金转化率
BXP
MIDD
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | 1.15× | ||
| Q1 25 | 3.43× | 1.53× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | 3.42× | 1.37× | ||
| Q2 24 | 4.61× | 1.30× |
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% |
MIDD
暂无分部数据