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BXP, Inc.(BXP)与OSI SYSTEMS INC(OSIS)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OSI SYSTEMS INC的1.9倍($872.1M vs $464.1M),BXP, Inc.净利率更高(15.3% vs 8.3%,领先6.9%),OSI SYSTEMS INC同比增速更快(10.5% vs 0.8%),过去两年OSI SYSTEMS INC的营收复合增速更高(7.0% 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。
OSI系统公司是总部位于美国加利福尼亚州的企业,主营安全检测系统、医疗设备及光电器件三大业务板块,产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等,旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司,全球员工规模约3180人。
BXP vs OSIS — 直观对比
营收规模更大
BXP
是对方的1.9倍
$464.1M
营收增速更快
OSIS
高出9.7%
0.8%
净利率更高
BXP
高出6.9%
8.3%
两年增速更快
OSIS
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $464.1M |
| 净利润 | $133.0M | $38.7M |
| 毛利率 | — | 32.7% |
| 营业利润率 | — | 12.7% |
| 净利率 | 15.3% | 8.3% |
| 营收同比 | 0.8% | 10.5% |
| 净利润同比 | 53.0% | 2.3% |
| 每股收益(稀释后) | $1.69 | $2.22 |
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
OSIS
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $464.1M | ||
| Q3 25 | $871.5M | $384.6M | ||
| Q2 25 | $868.5M | $505.0M | ||
| Q1 25 | $865.2M | $444.4M | ||
| Q4 24 | $858.6M | $419.8M | ||
| Q3 24 | $859.2M | $344.0M | ||
| Q2 24 | $850.5M | $480.9M |
净利润
BXP
OSIS
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $38.7M | ||
| Q3 25 | $-121.7M | $20.6M | ||
| Q2 25 | $89.0M | $52.7M | ||
| Q1 25 | $61.2M | $41.1M | ||
| Q4 24 | $-228.9M | $37.8M | ||
| Q3 24 | $83.6M | $17.9M | ||
| Q2 24 | $79.6M | $44.7M |
毛利率
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 32.7% | ||
| Q3 25 | 59.3% | 32.0% | ||
| Q2 25 | 59.2% | 33.3% | ||
| Q1 25 | 59.2% | 33.8% | ||
| Q4 24 | 59.7% | 35.1% | ||
| Q3 24 | 59.5% | 35.3% | ||
| Q2 24 | 59.8% | 32.1% |
营业利润率
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | — | 14.5% | ||
| Q1 25 | — | 12.7% | ||
| Q4 24 | — | 13.8% | ||
| Q3 24 | — | 8.8% | ||
| Q2 24 | — | 13.1% |
净利率
BXP
OSIS
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 8.3% | ||
| Q3 25 | -14.0% | 5.3% | ||
| Q2 25 | 10.2% | 10.4% | ||
| Q1 25 | 7.1% | 9.3% | ||
| Q4 24 | -26.7% | 9.0% | ||
| Q3 24 | 9.7% | 5.2% | ||
| Q2 24 | 9.4% | 9.3% |
每股收益(稀释后)
BXP
OSIS
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $2.22 | ||
| Q3 25 | $-0.77 | $1.18 | ||
| Q2 25 | $0.56 | $3.04 | ||
| Q1 25 | $0.39 | $2.40 | ||
| Q4 24 | $-1.46 | $2.22 | ||
| Q3 24 | $0.53 | $1.05 | ||
| Q2 24 | $0.51 | $2.57 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $7.7B | $845.5M |
| 总资产 | $25.1B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
OSIS
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $336.7M | ||
| Q3 25 | $861.1M | $124.4M | ||
| Q2 25 | $447.0M | $106.4M | ||
| Q1 25 | $398.1M | $95.8M | ||
| Q4 24 | $1.3B | $101.6M | ||
| Q3 24 | $1.4B | $85.1M | ||
| Q2 24 | $685.4M | $95.4M |
总债务
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M |
股东权益
BXP
OSIS
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $845.5M | ||
| Q3 25 | $5.0B | $946.0M | ||
| Q2 25 | $5.3B | $951.1M | ||
| Q1 25 | $5.3B | $879.3M | ||
| Q4 24 | $5.4B | $825.8M | ||
| Q3 24 | $5.8B | $786.5M | ||
| Q2 24 | $5.8B | $863.5M |
总资产
BXP
OSIS
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.5B | ||
| Q3 25 | $26.0B | $2.3B | ||
| Q2 25 | $25.6B | $2.2B | ||
| Q1 25 | $25.4B | $2.1B | ||
| Q4 24 | $26.1B | $2.1B | ||
| Q3 24 | $26.4B | $2.1B | ||
| Q2 24 | $25.5B | $1.9B |
负债/权益比
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× |
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 | — | $62.2M |
| 自由现金流经营现金流 - 资本支出 | — | $55.5M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | 1.5% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.61× |
| 过去12个月自由现金流最近4个季度 | — | $137.2M |
8季度趋势,按日历期对齐
经营现金流
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $62.2M | ||
| Q3 25 | $274.2M | $17.1M | ||
| Q2 25 | $353.1M | $562.0K | ||
| Q1 25 | $210.0M | $81.6M | ||
| Q4 24 | $383.7M | $52.5M | ||
| Q3 24 | $286.1M | $-37.2M | ||
| Q2 24 | $367.1M | $-29.0M |
自由现金流
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $55.5M | ||
| Q3 25 | $231.6M | $10.1M | ||
| Q2 25 | $281.5M | $-5.6M | ||
| Q1 25 | $152.6M | $77.1M | ||
| Q4 24 | $312.5M | $47.1M | ||
| Q3 24 | $234.5M | $-44.9M | ||
| Q2 24 | $332.4M | $-37.5M |
自由现金流率
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 12.0% | ||
| Q3 25 | 26.6% | 2.6% | ||
| Q2 25 | 32.4% | -1.1% | ||
| Q1 25 | 17.6% | 17.4% | ||
| Q4 24 | 36.4% | 11.2% | ||
| Q3 24 | 27.3% | -13.0% | ||
| Q2 24 | 39.1% | -7.8% |
资本支出强度
BXP
OSIS
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 1.4% | ||
| Q3 25 | 4.9% | 1.8% | ||
| Q2 25 | 8.2% | 1.2% | ||
| Q1 25 | 6.6% | 1.0% | ||
| Q4 24 | 8.3% | 1.3% | ||
| Q3 24 | 6.0% | 2.2% | ||
| Q2 24 | 4.1% | 1.8% |
现金转化率
BXP
OSIS
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | 3.97× | 0.01× | ||
| Q1 25 | 3.43× | 1.98× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | 3.42× | -2.07× | ||
| Q2 24 | 4.61× | -0.65× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |