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BXP, Inc.(BXP)与Quanex Building Products CORP(NX)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Quanex Building Products CORP的1.8倍($872.1M vs $495.3M),BXP, Inc.净利率更高(15.3% vs -55.7%,领先71.0%),Quanex Building Products CORP同比增速更快(76.7% vs 0.8%),过去两年Quanex Building Products CORP的营收复合增速更高(29.5% 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。
Quanex Building Products是一家工程建筑组件及材料制造商,核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件,服务北美、欧洲的住宅及商业建筑市场,主打节能可持续的建筑解决方案。
BXP vs NX — 直观对比
营收规模更大
BXP
是对方的1.8倍
$495.3M
营收增速更快
NX
高出75.9%
0.8%
净利率更高
BXP
高出71.0%
-55.7%
两年增速更快
NX
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $495.3M |
| 净利润 | $133.0M | $-276.0M |
| 毛利率 | — | 27.9% |
| 营业利润率 | — | -54.7% |
| 净利率 | 15.3% | -55.7% |
| 营收同比 | 0.8% | 76.7% |
| 净利润同比 | 53.0% | -1188.8% |
| 每股收益(稀释后) | $1.69 | $-6.04 |
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
NX
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | — | ||
| Q3 25 | $871.5M | $495.3M | ||
| Q2 25 | $868.5M | $452.5M | ||
| Q1 25 | $865.2M | $400.0M | ||
| Q4 24 | $858.6M | $492.2M | ||
| Q3 24 | $859.2M | $280.3M | ||
| Q2 24 | $850.5M | $266.2M |
净利润
BXP
NX
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | — | ||
| Q3 25 | $-121.7M | $-276.0M | ||
| Q2 25 | $89.0M | $20.5M | ||
| Q1 25 | $61.2M | $-14.9M | ||
| Q4 24 | $-228.9M | $-13.9M | ||
| Q3 24 | $83.6M | $25.4M | ||
| Q2 24 | $79.6M | $15.4M |
毛利率
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | 27.9% | ||
| Q2 25 | 59.2% | 29.0% | ||
| Q1 25 | 59.2% | 23.1% | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | 25.3% | ||
| Q2 24 | 59.8% | 24.9% |
营业利润率
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -54.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | -1.7% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 7.8% |
净利率
BXP
NX
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | -14.0% | -55.7% | ||
| Q2 25 | 10.2% | 4.5% | ||
| Q1 25 | 7.1% | -3.7% | ||
| Q4 24 | -26.7% | -2.8% | ||
| Q3 24 | 9.7% | 9.0% | ||
| Q2 24 | 9.4% | 5.8% |
每股收益(稀释后)
BXP
NX
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | — | ||
| Q3 25 | $-0.77 | $-6.04 | ||
| Q2 25 | $0.56 | $0.44 | ||
| Q1 25 | $0.39 | $-0.32 | ||
| Q4 24 | $-1.46 | $-0.52 | ||
| Q3 24 | $0.53 | $0.77 | ||
| Q2 24 | $0.51 | $0.46 |
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 | $66.3M |
| 总债务越低越好 | — | $695.6M |
| 股东权益账面价值 | $7.7B | $717.4M |
| 总资产 | $25.1B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
NX
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $861.1M | $66.3M | ||
| Q2 25 | $447.0M | $62.6M | ||
| Q1 25 | $398.1M | $50.0M | ||
| Q4 24 | $1.3B | $97.7M | ||
| Q3 24 | $1.4B | $94.0M | ||
| Q2 24 | $685.4M | $56.1M |
总债务
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $695.6M | ||
| Q2 25 | — | $746.4M | ||
| Q1 25 | — | $725.2M | ||
| Q4 24 | — | $737.2M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $51.5M |
股东权益
BXP
NX
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.0B | $717.4M | ||
| Q2 25 | $5.3B | $1.0B | ||
| Q1 25 | $5.3B | $972.1M | ||
| Q4 24 | $5.4B | $1.0B | ||
| Q3 24 | $5.8B | $594.1M | ||
| Q2 24 | $5.8B | $566.1M |
总资产
BXP
NX
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | — | ||
| Q3 25 | $26.0B | $2.0B | ||
| Q2 25 | $25.6B | $2.3B | ||
| Q1 25 | $25.4B | $2.2B | ||
| Q4 24 | $26.1B | $2.3B | ||
| Q3 24 | $26.4B | $872.5M | ||
| Q2 24 | $25.5B | $837.2M |
负债/权益比
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.09× | ||
| Q2 24 | — | 0.09× |
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 | — | $60.7M |
| 自由现金流经营现金流 - 资本支出 | — | $46.2M |
| 自由现金流率自由现金流/营收 | — | 9.3% |
| 资本支出强度资本支出/营收 | 1.5% | 2.9% |
| 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 | — | $27.5M |
8季度趋势,按日历期对齐
经营现金流
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | — | ||
| Q3 25 | $274.2M | $60.7M | ||
| Q2 25 | $353.1M | $28.5M | ||
| Q1 25 | $210.0M | $-12.5M | ||
| Q4 24 | $383.7M | $5.5M | ||
| Q3 24 | $286.1M | $46.4M | ||
| Q2 24 | $367.1M | $33.1M |
自由现金流
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | — | ||
| Q3 25 | $231.6M | $46.2M | ||
| Q2 25 | $281.5M | $13.6M | ||
| Q1 25 | $152.6M | $-24.1M | ||
| Q4 24 | $312.5M | $-8.2M | ||
| Q3 24 | $234.5M | $40.1M | ||
| Q2 24 | $332.4M | $25.5M |
自由现金流率
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | — | ||
| Q3 25 | 26.6% | 9.3% | ||
| Q2 25 | 32.4% | 3.0% | ||
| Q1 25 | 17.6% | -6.0% | ||
| Q4 24 | 36.4% | -1.7% | ||
| Q3 24 | 27.3% | 14.3% | ||
| Q2 24 | 39.1% | 9.6% |
资本支出强度
BXP
NX
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 4.9% | 2.9% | ||
| Q2 25 | 8.2% | 3.3% | ||
| Q1 25 | 6.6% | 2.9% | ||
| Q4 24 | 8.3% | 2.8% | ||
| Q3 24 | 6.0% | 2.2% | ||
| Q2 24 | 4.1% | 2.9% |
现金转化率
BXP
NX
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | 1.39× | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 1.83× | ||
| Q2 24 | 4.61× | 2.15× |
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% |
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |