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BXP, Inc.（BXP）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是BXP, Inc.的1.6倍（$1.4B vs $872.1M），帕兰提尔科技净利率更高（43.3% vs 15.3%，领先28.0%），帕兰提尔科技同比增速更快（70.0% vs 0.8%），过去两年帕兰提尔科技的营收复合增速更高（48.9% 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。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
BXP vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.6倍
$872.1M
营收增速更快
PLTR
高出69.2%
0.8%
净利率更高
PLTR
高出28.0%
15.3%
两年增速更快
PLTR
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.4B |
| 净利润 | $133.0M | $608.7M |
| 毛利率 | — | 84.6% |
| 营业利润率 | — | 40.9% |
| 净利率 | 15.3% | 43.3% |
| 营收同比 | 0.8% | 70.0% |
| 净利润同比 | 53.0% | 670.4% |
| 每股收益（稀释后） | $1.69 | $0.24 |
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BXPPLTR
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $1.4B | ||
| Q3 25 | $871.5M | $1.2B | ||
| Q2 25 | $868.5M | $1.0B | ||
| Q1 25 | $865.2M | $883.9M | ||
| Q4 24 | $858.6M | $827.5M | ||
| Q3 24 | $859.2M | $725.5M | ||
| Q2 24 | $850.5M | $678.1M |
净利润BXPPLTR
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $608.7M | ||
| Q3 25 | $-121.7M | $475.6M | ||
| Q2 25 | $89.0M | $326.7M | ||
| Q1 25 | $61.2M | $214.0M | ||
| Q4 24 | $-228.9M | $79.0M | ||
| Q3 24 | $83.6M | $143.5M | ||
| Q2 24 | $79.6M | $134.1M |
毛利率BXPPLTR
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 84.6% | ||
| Q3 25 | 59.3% | 82.4% | ||
| Q2 25 | 59.2% | 80.8% | ||
| Q1 25 | 59.2% | 80.4% | ||
| Q4 24 | 59.7% | 78.9% | ||
| Q3 24 | 59.5% | 79.8% | ||
| Q2 24 | 59.8% | 81.0% |
营业利润率BXPPLTR
| Q1 26 | — | — | ||
| Q4 25 | — | 40.9% | ||
| Q3 25 | — | 33.3% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | — | 19.9% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 15.5% |
净利率BXPPLTR
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 43.3% | ||
| Q3 25 | -14.0% | 40.3% | ||
| Q2 25 | 10.2% | 32.6% | ||
| Q1 25 | 7.1% | 24.2% | ||
| Q4 24 | -26.7% | 9.5% | ||
| Q3 24 | 9.7% | 19.8% | ||
| Q2 24 | 9.4% | 19.8% |
每股收益（稀释后）BXPPLTR
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.24 | ||
| Q3 25 | $-0.77 | $0.18 | ||
| Q2 25 | $0.56 | $0.13 | ||
| Q1 25 | $0.39 | $0.08 | ||
| Q4 24 | $-1.46 | $0.03 | ||
| Q3 24 | $0.53 | $0.06 | ||
| Q2 24 | $0.51 | $0.06 |
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 | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $7.4B |
| 总资产 | $25.1B | $8.9B |
| 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BXPPLTR
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $7.2B | ||
| Q3 25 | $861.1M | $6.4B | ||
| Q2 25 | $447.0M | $6.0B | ||
| Q1 25 | $398.1M | $5.4B | ||
| Q4 24 | $1.3B | $5.2B | ||
| Q3 24 | $1.4B | $4.6B | ||
| Q2 24 | $685.4M | $4.0B |
股东权益BXPPLTR
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $7.4B | ||
| Q3 25 | $5.0B | $6.6B | ||
| Q2 25 | $5.3B | $5.9B | ||
| Q1 25 | $5.3B | $5.4B | ||
| Q4 24 | $5.4B | $5.0B | ||
| Q3 24 | $5.8B | $4.5B | ||
| Q2 24 | $5.8B | $4.1B |
总资产BXPPLTR
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $8.9B | ||
| Q3 25 | $26.0B | $8.1B | ||
| Q2 25 | $25.6B | $7.4B | ||
| Q1 25 | $25.4B | $6.7B | ||
| Q4 24 | $26.1B | $6.3B | ||
| Q3 24 | $26.4B | $5.8B | ||
| Q2 24 | $25.5B | $5.2B |
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 | — | $777.3M |
| 自由现金流经营现金流 - 资本支出 | — | $764.0M |
| 自由现金流率自由现金流/营收 | — | 54.3% |
| 资本支出强度资本支出/营收 | 1.5% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $2.1B |
8季度趋势，按日历期对齐
经营现金流BXPPLTR
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $777.3M | ||
| Q3 25 | $274.2M | $507.7M | ||
| Q2 25 | $353.1M | $539.3M | ||
| Q1 25 | $210.0M | $310.3M | ||
| Q4 24 | $383.7M | $460.3M | ||
| Q3 24 | $286.1M | $419.8M | ||
| Q2 24 | $367.1M | $144.2M |
自由现金流BXPPLTR
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $764.0M | ||
| Q3 25 | $231.6M | $500.9M | ||
| Q2 25 | $281.5M | $531.6M | ||
| Q1 25 | $152.6M | $304.1M | ||
| Q4 24 | $312.5M | $457.2M | ||
| Q3 24 | $234.5M | $415.8M | ||
| Q2 24 | $332.4M | $141.3M |
自由现金流率BXPPLTR
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 54.3% | ||
| Q3 25 | 26.6% | 42.4% | ||
| Q2 25 | 32.4% | 53.0% | ||
| Q1 25 | 17.6% | 34.4% | ||
| Q4 24 | 36.4% | 55.3% | ||
| Q3 24 | 27.3% | 57.3% | ||
| Q2 24 | 39.1% | 20.8% |
资本支出强度BXPPLTR
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | 4.9% | 0.6% | ||
| Q2 25 | 8.2% | 0.8% | ||
| Q1 25 | 6.6% | 0.7% | ||
| Q4 24 | 8.3% | 0.4% | ||
| Q3 24 | 6.0% | 0.5% | ||
| Q2 24 | 4.1% | 0.4% |
现金转化率BXPPLTR
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.28× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | 3.97× | 1.65× | ||
| Q1 25 | 3.43× | 1.45× | ||
| Q4 24 | — | 5.83× | ||
| Q3 24 | 3.42× | 2.92× | ||
| Q2 24 | 4.61× | 1.08× |
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% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
