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BXP, Inc.(BXP)与OneWater Marine Inc.(ONEW)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OneWater Marine Inc.的2.0倍($872.1M vs $442.3M),BXP, Inc.净利率更高(15.3% vs -2.9%,领先18.2%),BXP, Inc.同比增速更快(0.8% vs -8.5%),过去两年OneWater Marine Inc.的营收复合增速更高(8.2% 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。
OneWater Marine Inc.是美国头部休闲船舶零售企业,主营全新及二手船只、游艇、船舶零配件销售,同时提供船只维修保养、配套融资等服务,通过覆盖北美多州的经销商网络服务个人及商业休闲船艇客户。
BXP vs ONEW — 直观对比
营收规模更大
BXP
是对方的2.0倍
$442.3M
营收增速更快
BXP
高出9.3%
-8.5%
净利率更高
BXP
高出18.2%
-2.9%
两年增速更快
ONEW
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $442.3M |
| 净利润 | $133.0M | $-12.9M |
| 毛利率 | — | 23.9% |
| 营业利润率 | — | 1.7% |
| 净利率 | 15.3% | -2.9% |
| 营收同比 | 0.8% | -8.5% |
| 净利润同比 | 53.0% | — |
| 每股收益(稀释后) | $1.69 | $-0.78 |
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
ONEW
| Q2 26 | — | $442.3M | ||
| Q1 26 | $872.1M | $380.6M | ||
| Q4 25 | $877.1M | $380.6M | ||
| Q3 25 | $871.5M | $460.1M | ||
| Q2 25 | $868.5M | $552.9M | ||
| Q1 25 | $865.2M | $483.5M | ||
| Q4 24 | $858.6M | $375.8M | ||
| Q3 24 | $859.2M | $377.9M |
净利润
BXP
ONEW
| Q2 26 | — | $-12.9M | ||
| Q1 26 | $133.0M | $-7.7M | ||
| Q4 25 | $248.4M | $-7.7M | ||
| Q3 25 | $-121.7M | $-113.0M | ||
| Q2 25 | $89.0M | $10.7M | ||
| Q1 25 | $61.2M | $-368.0K | ||
| Q4 24 | $-228.9M | $-12.0M | ||
| Q3 24 | $83.6M | $-9.2M |
毛利率
BXP
ONEW
| Q2 26 | — | 23.9% | ||
| Q1 26 | — | 23.5% | ||
| Q4 25 | 58.8% | 23.5% | ||
| Q3 25 | 59.3% | 22.6% | ||
| Q2 25 | 59.2% | 23.3% | ||
| Q1 25 | 59.2% | 22.8% | ||
| Q4 24 | 59.7% | 22.4% | ||
| Q3 24 | 59.5% | 24.0% |
营业利润率
BXP
ONEW
| Q2 26 | — | 1.7% | ||
| Q1 26 | — | — | ||
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | -28.3% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | — | 1.2% |
净利率
BXP
ONEW
| Q2 26 | — | -2.9% | ||
| Q1 26 | 15.3% | -2.0% | ||
| Q4 25 | 28.3% | -2.0% | ||
| Q3 25 | -14.0% | -24.5% | ||
| Q2 25 | 10.2% | 1.9% | ||
| Q1 25 | 7.1% | -0.1% | ||
| Q4 24 | -26.7% | -3.2% | ||
| Q3 24 | 9.7% | -2.4% |
每股收益(稀释后)
BXP
ONEW
| Q2 26 | — | $-0.78 | ||
| Q1 26 | $1.69 | $-0.47 | ||
| Q4 25 | $1.56 | — | ||
| Q3 25 | $-0.77 | — | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $-1.46 | — | ||
| Q3 24 | $0.53 | — |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $269.4M |
| 总资产 | $25.1B | $1.4B |
| 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
ONEW
| Q2 26 | — | — | ||
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — |
股东权益
BXP
ONEW
| Q2 26 | — | $269.4M | ||
| Q1 26 | $7.7B | $277.5M | ||
| Q4 25 | $5.1B | $277.5M | ||
| Q3 25 | $5.0B | $285.0M | ||
| Q2 25 | $5.3B | $393.2M | ||
| Q1 25 | $5.3B | $381.6M | ||
| Q4 24 | $5.4B | $354.8M | ||
| Q3 24 | $5.8B | $360.8M |
总资产
BXP
ONEW
| Q2 26 | — | $1.4B | ||
| Q1 26 | $25.1B | $1.4B | ||
| Q4 25 | $26.2B | $1.4B | ||
| Q3 25 | $26.0B | $1.4B | ||
| Q2 25 | $25.6B | $1.5B | ||
| Q1 25 | $25.4B | $1.6B | ||
| Q4 24 | $26.1B | $1.6B | ||
| Q3 24 | $26.4B | $1.6B |
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% |
ONEW
| New boat | $272.0M | 62% |
| Pre-owned boat | $94.4M | 21% |
| Service, parts & other | $61.9M | 14% |
| Finance & insurance income | $14.0M | 3% |