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BXP, Inc.(BXP)与Match Group(MTCH)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Match Group的1.0倍($872.1M vs $864.0M),Match Group净利率更高(19.3% vs 15.3%,领先4.1%),Match Group同比增速更快(4.0% vs 0.8%),过去两年BXP, Inc.的营收复合增速更高(1.3% vs -0.0%)
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。
美国互联网科技企业Match Group总部位于得克萨斯州达拉斯,旗下拥有全球规模最大的在线约会服务品牌矩阵,运营Tinder、Hinge、Plenty of Fish等多款全球知名约会产品。2020年7月公司从IAC分拆为独立上市公司,截至2019年全球付费订阅用户达930万,其中近半数来自北美地区。
BXP vs MTCH — 直观对比
营收规模更大
BXP
是对方的1.0倍
$864.0M
营收增速更快
MTCH
高出3.2%
0.8%
净利率更高
MTCH
高出4.1%
15.3%
两年增速更快
BXP
近两年复合增速
-0.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $864.0M |
| 净利润 | $133.0M | $167.0M |
| 毛利率 | — | 75.6% |
| 营业利润率 | — | 27.4% |
| 净利率 | 15.3% | 19.3% |
| 营收同比 | 0.8% | 4.0% |
| 净利润同比 | 53.0% | 41.5% |
| 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
BXP
MTCH
| Q1 26 | $872.1M | $864.0M | ||
| Q4 25 | $877.1M | $878.0M | ||
| Q3 25 | $871.5M | $914.3M | ||
| Q2 25 | $868.5M | $863.7M | ||
| Q1 25 | $865.2M | $831.2M | ||
| Q4 24 | $858.6M | $860.2M | ||
| Q3 24 | $859.2M | $895.5M | ||
| Q2 24 | $850.5M | $864.1M |
净利润
BXP
MTCH
| Q1 26 | $133.0M | $167.0M | ||
| Q4 25 | $248.4M | $209.7M | ||
| Q3 25 | $-121.7M | $160.8M | ||
| Q2 25 | $89.0M | $125.5M | ||
| Q1 25 | $61.2M | $117.6M | ||
| Q4 24 | $-228.9M | $158.3M | ||
| Q3 24 | $83.6M | $136.5M | ||
| Q2 24 | $79.6M | $133.3M |
毛利率
BXP
MTCH
| Q1 26 | — | 75.6% | ||
| Q4 25 | 58.8% | 74.7% | ||
| Q3 25 | 59.3% | 73.0% | ||
| Q2 25 | 59.2% | 72.0% | ||
| Q1 25 | 59.2% | 71.5% | ||
| Q4 24 | 59.7% | 72.5% | ||
| Q3 24 | 59.5% | 71.7% | ||
| Q2 24 | 59.8% | 71.6% |
营业利润率
BXP
MTCH
| Q1 26 | — | 27.4% | ||
| Q4 25 | — | 32.4% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 22.5% | ||
| Q1 25 | — | 20.8% | ||
| Q4 24 | — | 26.0% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | — | 23.7% |
净利率
BXP
MTCH
| Q1 26 | 15.3% | 19.3% | ||
| Q4 25 | 28.3% | 23.9% | ||
| Q3 25 | -14.0% | 17.6% | ||
| Q2 25 | 10.2% | 14.5% | ||
| Q1 25 | 7.1% | 14.1% | ||
| Q4 24 | -26.7% | 18.4% | ||
| Q3 24 | 9.7% | 15.2% | ||
| Q2 24 | 9.4% | 15.4% |
每股收益(稀释后)
BXP
MTCH
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.83 | ||
| Q3 25 | $-0.77 | $0.62 | ||
| Q2 25 | $0.56 | $0.49 | ||
| Q1 25 | $0.39 | $0.44 | ||
| Q4 24 | $-1.46 | $0.59 | ||
| Q3 24 | $0.53 | $0.51 | ||
| Q2 24 | $0.51 | $0.48 |
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 | $1.0B |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $7.7B | $-218.1M |
| 总资产 | $25.1B | $4.4B |
| 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
MTCH
| Q1 26 | $512.8M | $1.0B | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $861.1M | $1.1B | ||
| Q2 25 | $447.0M | $340.4M | ||
| Q1 25 | $398.1M | $414.2M | ||
| Q4 24 | $1.3B | $970.7M | ||
| Q3 24 | $1.4B | $860.9M | ||
| Q2 24 | $685.4M | $843.6M |
总债务
BXP
MTCH
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | — | $3.8B |
股东权益
BXP
MTCH
| Q1 26 | $7.7B | $-218.1M | ||
| Q4 25 | $5.1B | $-253.5M | ||
| Q3 25 | $5.0B | $-223.9M | ||
| Q2 25 | $5.3B | $-230.9M | ||
| Q1 25 | $5.3B | $-182.7M | ||
| Q4 24 | $5.4B | $-63.7M | ||
| Q3 24 | $5.8B | $-88.5M | ||
| Q2 24 | $5.8B | $-130.2M |
总资产
BXP
MTCH
| Q1 26 | $25.1B | $4.4B | ||
| Q4 25 | $26.2B | $4.5B | ||
| Q3 25 | $26.0B | $4.5B | ||
| Q2 25 | $25.6B | $3.9B | ||
| Q1 25 | $25.4B | $3.9B | ||
| Q4 24 | $26.1B | $4.5B | ||
| Q3 24 | $26.4B | $4.4B | ||
| Q2 24 | $25.5B | $4.4B |
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 | — | $194.4M |
| 自由现金流经营现金流 - 资本支出 | — | $174.0M |
| 自由现金流率自由现金流/营收 | — | 20.1% |
| 资本支出强度资本支出/营收 | 1.5% | 2.4% |
| 现金转化率经营现金流/净利润 | — | 1.16× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势,按日历期对齐
经营现金流
BXP
MTCH
| Q1 26 | — | $194.4M | ||
| Q4 25 | $407.8M | $322.8M | ||
| Q3 25 | $274.2M | $320.6M | ||
| Q2 25 | $353.1M | $243.8M | ||
| Q1 25 | $210.0M | $193.1M | ||
| Q4 24 | $383.7M | $254.7M | ||
| Q3 24 | $286.1M | $264.9M | ||
| Q2 24 | $367.1M | $129.0M |
自由现金流
BXP
MTCH
| Q1 26 | — | $174.0M | ||
| Q4 25 | $362.7M | $308.1M | ||
| Q3 25 | $231.6M | $306.8M | ||
| Q2 25 | $281.5M | $231.0M | ||
| Q1 25 | $152.6M | $177.7M | ||
| Q4 24 | $312.5M | $247.1M | ||
| Q3 24 | $234.5M | $251.8M | ||
| Q2 24 | $332.4M | $116.3M |
自由现金流率
BXP
MTCH
| Q1 26 | — | 20.1% | ||
| Q4 25 | 41.4% | 35.1% | ||
| Q3 25 | 26.6% | 33.6% | ||
| Q2 25 | 32.4% | 26.7% | ||
| Q1 25 | 17.6% | 21.4% | ||
| Q4 24 | 36.4% | 28.7% | ||
| Q3 24 | 27.3% | 28.1% | ||
| Q2 24 | 39.1% | 13.5% |
资本支出强度
BXP
MTCH
| Q1 26 | 1.5% | 2.4% | ||
| Q4 25 | 5.1% | 1.7% | ||
| Q3 25 | 4.9% | 1.5% | ||
| Q2 25 | 8.2% | 1.5% | ||
| Q1 25 | 6.6% | 1.9% | ||
| Q4 24 | 8.3% | 0.9% | ||
| Q3 24 | 6.0% | 1.5% | ||
| Q2 24 | 4.1% | 1.5% |
现金转化率
BXP
MTCH
| Q1 26 | — | 1.16× | ||
| Q4 25 | 1.64× | 1.54× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | 3.97× | 1.94× | ||
| Q1 25 | 3.43× | 1.64× | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | 3.42× | 1.94× | ||
| Q2 24 | 4.61× | 0.97× |
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% |
MTCH
暂无分部数据