vs
BXP, Inc.(BXP)与Monolithic Power Systems(MPWR)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Monolithic Power Systems的1.2倍($872.1M vs $751.2M),Monolithic Power Systems净利率更高(22.9% vs 15.3%,领先7.6%),Monolithic Power Systems同比增速更快(20.8% vs 0.8%),过去两年Monolithic Power Systems的营收复合增速更高(28.1% 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。
Monolithic Power Systems(简称MPS)是一家美国上市企业,总部位于华盛顿州柯克兰市,主营高性能电源管理类产品的研发、生产与销售,目前在全球范围内设有超过15个运营站点,业务覆盖多个国家和地区。
BXP vs MPWR — 直观对比
营收规模更大
BXP
是对方的1.2倍
$751.2M
营收增速更快
MPWR
高出20.0%
0.8%
净利率更高
MPWR
高出7.6%
15.3%
两年增速更快
MPWR
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $751.2M |
| 净利润 | $133.0M | $171.7M |
| 毛利率 | — | 55.2% |
| 营业利润率 | — | 26.6% |
| 净利率 | 15.3% | 22.9% |
| 营收同比 | 0.8% | 20.8% |
| 净利润同比 | 53.0% | -86.3% |
| 每股收益(稀释后) | $1.69 | $3.50 |
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
MPWR
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $751.2M | ||
| Q3 25 | $871.5M | $737.2M | ||
| Q2 25 | $868.5M | $664.6M | ||
| Q1 25 | $865.2M | $637.6M | ||
| Q4 24 | $858.6M | $621.7M | ||
| Q3 24 | $859.2M | $620.1M | ||
| Q2 24 | $850.5M | $507.4M |
净利润
BXP
MPWR
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $171.7M | ||
| Q3 25 | $-121.7M | $179.8M | ||
| Q2 25 | $89.0M | $135.0M | ||
| Q1 25 | $61.2M | $135.1M | ||
| Q4 24 | $-228.9M | $1.3B | ||
| Q3 24 | $83.6M | $144.4M | ||
| Q2 24 | $79.6M | $100.4M |
毛利率
BXP
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 55.2% | ||
| Q3 25 | 59.3% | 55.1% | ||
| Q2 25 | 59.2% | 55.1% | ||
| Q1 25 | 59.2% | 55.4% | ||
| Q4 24 | 59.7% | 55.4% | ||
| Q3 24 | 59.5% | 55.4% | ||
| Q2 24 | 59.8% | 55.3% |
营业利润率
BXP
MPWR
| Q1 26 | — | — | ||
| Q4 25 | — | 26.6% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 24.8% | ||
| Q1 25 | — | 26.5% | ||
| Q4 24 | — | 26.3% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | — | 23.0% |
净利率
BXP
MPWR
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 22.9% | ||
| Q3 25 | -14.0% | 24.4% | ||
| Q2 25 | 10.2% | 20.3% | ||
| Q1 25 | 7.1% | 21.2% | ||
| Q4 24 | -26.7% | 201.8% | ||
| Q3 24 | 9.7% | 23.3% | ||
| Q2 24 | 9.4% | 19.8% |
每股收益(稀释后)
BXP
MPWR
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $3.50 | ||
| Q3 25 | $-0.77 | $3.74 | ||
| Q2 25 | $0.56 | $2.81 | ||
| Q1 25 | $0.39 | $2.81 | ||
| Q4 24 | $-1.46 | $25.71 | ||
| Q3 24 | $0.53 | $2.95 | ||
| Q2 24 | $0.51 | $2.05 |
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 | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $3.5B |
| 总资产 | $25.1B | $4.2B |
| 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
BXP
MPWR
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $861.1M | $1.3B | ||
| Q2 25 | $447.0M | $1.1B | ||
| Q1 25 | $398.1M | $1.0B | ||
| Q4 24 | $1.3B | $862.9M | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $685.4M | $1.3B |
股东权益
BXP
MPWR
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $3.5B | ||
| Q3 25 | $5.0B | $3.4B | ||
| Q2 25 | $5.3B | $3.2B | ||
| Q1 25 | $5.3B | $3.1B | ||
| Q4 24 | $5.4B | $3.0B | ||
| Q3 24 | $5.8B | $2.4B | ||
| Q2 24 | $5.8B | $2.2B |
总资产
BXP
MPWR
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $4.2B | ||
| Q3 25 | $26.0B | $4.1B | ||
| Q2 25 | $25.6B | $3.9B | ||
| Q1 25 | $25.4B | $3.7B | ||
| Q4 24 | $26.1B | $3.5B | ||
| Q3 24 | $26.4B | $2.9B | ||
| Q2 24 | $25.5B | $2.6B |
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 | — | $104.9M |
| 自由现金流经营现金流 - 资本支出 | — | $63.9M |
| 自由现金流率自由现金流/营收 | — | 8.5% |
| 资本支出强度资本支出/营收 | 1.5% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.61× |
| 过去12个月自由现金流最近4个季度 | — | $666.2M |
8季度趋势,按日历期对齐
经营现金流
BXP
MPWR
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $104.9M | ||
| Q3 25 | $274.2M | $239.3M | ||
| Q2 25 | $353.1M | $237.6M | ||
| Q1 25 | $210.0M | $256.4M | ||
| Q4 24 | $383.7M | $167.7M | ||
| Q3 24 | $286.1M | $231.7M | ||
| Q2 24 | $367.1M | $141.0M |
自由现金流
BXP
MPWR
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $63.9M | ||
| Q3 25 | $231.6M | $196.8M | ||
| Q2 25 | $281.5M | $189.5M | ||
| Q1 25 | $152.6M | $216.0M | ||
| Q4 24 | $312.5M | $102.9M | ||
| Q3 24 | $234.5M | $197.9M | ||
| Q2 24 | $332.4M | $109.5M |
自由现金流率
BXP
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 8.5% | ||
| Q3 25 | 26.6% | 26.7% | ||
| Q2 25 | 32.4% | 28.5% | ||
| Q1 25 | 17.6% | 33.9% | ||
| Q4 24 | 36.4% | 16.5% | ||
| Q3 24 | 27.3% | 31.9% | ||
| Q2 24 | 39.1% | 21.6% |
资本支出强度
BXP
MPWR
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 5.5% | ||
| Q3 25 | 4.9% | 5.8% | ||
| Q2 25 | 8.2% | 7.2% | ||
| Q1 25 | 6.6% | 6.3% | ||
| Q4 24 | 8.3% | 10.4% | ||
| Q3 24 | 6.0% | 5.5% | ||
| Q2 24 | 4.1% | 6.2% |
现金转化率
BXP
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 0.61× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | 3.97× | 1.76× | ||
| Q1 25 | 3.43× | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | 3.42× | 1.60× | ||
| Q2 24 | 4.61× | 1.40× |
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% |
MPWR
暂无分部数据