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BXP, Inc.（BXP）与Qorvo, Inc.（QRVO）财务数据对比。点击上方公司名可切换其他公司
Qorvo, Inc.的季度营收约是BXP, Inc.的1.1倍（$993.0M vs $872.1M），Qorvo, Inc.净利率更高（16.5% vs 15.3%，领先1.3%），Qorvo, Inc.同比增速更快（8.4% vs 0.8%），过去两年Qorvo, Inc.的营收复合增速更高（2.7% 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。
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
BXP vs QRVO — 直观对比
营收规模更大
QRVO
是对方的1.1倍
$872.1M
营收增速更快
QRVO
高出7.6%
0.8%
净利率更高
QRVO
高出1.3%
15.3%
两年增速更快
QRVO
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $993.0M |
| 净利润 | $133.0M | $164.1M |
| 毛利率 | — | 46.7% |
| 营业利润率 | — | 19.4% |
| 净利率 | 15.3% | 16.5% |
| 营收同比 | 0.8% | 8.4% |
| 净利润同比 | 53.0% | 297.5% |
| 每股收益（稀释后） | $1.69 | $1.75 |
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BXPQRVO
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $993.0M | ||
| Q3 25 | $871.5M | $1.1B | ||
| Q2 25 | $868.5M | $818.8M | ||
| Q1 25 | $865.2M | $869.5M | ||
| Q4 24 | $858.6M | $916.3M | ||
| Q3 24 | $859.2M | $1.0B | ||
| Q2 24 | $850.5M | $886.7M |
净利润BXPQRVO
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $164.1M | ||
| Q3 25 | $-121.7M | $119.6M | ||
| Q2 25 | $89.0M | $25.6M | ||
| Q1 25 | $61.2M | $31.4M | ||
| Q4 24 | $-228.9M | $41.3M | ||
| Q3 24 | $83.6M | $-17.4M | ||
| Q2 24 | $79.6M | $414.0K |
毛利率BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 46.7% | ||
| Q3 25 | 59.3% | 47.0% | ||
| Q2 25 | 59.2% | 40.5% | ||
| Q1 25 | 59.2% | 42.2% | ||
| Q4 24 | 59.7% | 42.7% | ||
| Q3 24 | 59.5% | 42.6% | ||
| Q2 24 | 59.8% | 37.5% |
营业利润率BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | — | 19.4% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.5% |
净利率BXPQRVO
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 16.5% | ||
| Q3 25 | -14.0% | 11.3% | ||
| Q2 25 | 10.2% | 3.1% | ||
| Q1 25 | 7.1% | 3.6% | ||
| Q4 24 | -26.7% | 4.5% | ||
| Q3 24 | 9.7% | -1.7% | ||
| Q2 24 | 9.4% | 0.0% |
每股收益（稀释后）BXPQRVO
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $1.75 | ||
| Q3 25 | $-0.77 | $1.28 | ||
| Q2 25 | $0.56 | $0.27 | ||
| Q1 25 | $0.39 | $0.33 | ||
| Q4 24 | $-1.46 | $0.43 | ||
| Q3 24 | $0.53 | $-0.18 | ||
| Q2 24 | $0.51 | $0.00 |
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 | $1.3B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $7.7B | $3.7B |
| 总资产 | $25.1B | $6.2B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资BXPQRVO
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $861.1M | $1.1B | ||
| Q2 25 | $447.0M | $1.2B | ||
| Q1 25 | $398.1M | $1.0B | ||
| Q4 24 | $1.3B | $769.4M | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $685.4M | $1.1B |
总债务BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
股东权益BXPQRVO
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $3.7B | ||
| Q3 25 | $5.0B | $3.5B | ||
| Q2 25 | $5.3B | $3.4B | ||
| Q1 25 | $5.3B | $3.4B | ||
| Q4 24 | $5.4B | $3.4B | ||
| Q3 24 | $5.8B | $3.4B | ||
| Q2 24 | $5.8B | $3.5B |
总资产BXPQRVO
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $6.2B | ||
| Q3 25 | $26.0B | $6.1B | ||
| Q2 25 | $25.6B | $6.0B | ||
| Q1 25 | $25.4B | $5.9B | ||
| Q4 24 | $26.1B | $6.0B | ||
| Q3 24 | $26.4B | $6.5B | ||
| Q2 24 | $25.5B | $6.4B |
负债/权益比BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.44× |
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 | — | $265.4M |
| 自由现金流经营现金流 - 资本支出 | — | $236.9M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 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 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $595.2M |
8季度趋势，按日历期对齐
经营现金流BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $265.4M | ||
| Q3 25 | $274.2M | $84.0M | ||
| Q2 25 | $353.1M | $182.9M | ||
| Q1 25 | $210.0M | $199.2M | ||
| Q4 24 | $383.7M | $214.1M | ||
| Q3 24 | $286.1M | $127.8M | ||
| Q2 24 | $367.1M | $81.1M |
自由现金流BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $236.9M | ||
| Q3 25 | $231.6M | $42.2M | ||
| Q2 25 | $281.5M | $145.4M | ||
| Q1 25 | $152.6M | $170.7M | ||
| Q4 24 | $312.5M | $176.2M | ||
| Q3 24 | $234.5M | $94.8M | ||
| Q2 24 | $332.4M | $42.9M |
自由现金流率BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 23.9% | ||
| Q3 25 | 26.6% | 4.0% | ||
| Q2 25 | 32.4% | 17.8% | ||
| Q1 25 | 17.6% | 19.6% | ||
| Q4 24 | 36.4% | 19.2% | ||
| Q3 24 | 27.3% | 9.1% | ||
| Q2 24 | 39.1% | 4.8% |
资本支出强度BXPQRVO
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 2.9% | ||
| Q3 25 | 4.9% | 3.9% | ||
| Q2 25 | 8.2% | 4.6% | ||
| Q1 25 | 6.6% | 3.3% | ||
| Q4 24 | 8.3% | 4.1% | ||
| Q3 24 | 6.0% | 3.2% | ||
| Q2 24 | 4.1% | 4.3% |
现金转化率BXPQRVO
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.62× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | 3.97× | 7.15× | ||
| Q1 25 | 3.43× | 6.35× | ||
| Q4 24 | — | 5.19× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | 195.86× |
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% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
