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BXP, Inc.（BXP）与RBC Bearings INC（RBC）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RBC Bearings INC的1.9倍（$872.1M vs $461.6M），BXP, Inc.净利率更高（15.3% vs 14.6%，领先0.6%），RBC Bearings INC同比增速更快（17.0% vs 0.8%），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
BXP vs RBC — 直观对比
营收规模更大
BXP
是对方的1.9倍
$461.6M
营收增速更快
RBC
高出16.2%
0.8%
净利率更高
BXP
高出0.6%
14.6%
两年增速更快
RBC
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $461.6M |
| 净利润 | $133.0M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 15.3% | 14.6% |
| 营收同比 | 0.8% | 17.0% |
| 净利润同比 | 53.0% | 16.4% |
| 每股收益（稀释后） | $1.69 | $2.13 |
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BXPRBC
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $461.6M | ||
| Q3 25 | $871.5M | $455.3M | ||
| Q2 25 | $868.5M | $436.0M | ||
| Q1 25 | $865.2M | $437.7M | ||
| Q4 24 | $858.6M | $394.4M | ||
| Q3 24 | $859.2M | $397.9M | ||
| Q2 24 | $850.5M | $406.3M |
净利润BXPRBC
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $67.4M | ||
| Q3 25 | $-121.7M | $60.0M | ||
| Q2 25 | $89.0M | $68.5M | ||
| Q1 25 | $61.2M | $72.7M | ||
| Q4 24 | $-228.9M | $57.9M | ||
| Q3 24 | $83.6M | $54.2M | ||
| Q2 24 | $79.6M | $61.4M |
毛利率BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 44.3% | ||
| Q3 25 | 59.3% | 44.1% | ||
| Q2 25 | 59.2% | 44.8% | ||
| Q1 25 | 59.2% | 44.2% | ||
| Q4 24 | 59.7% | 44.3% | ||
| Q3 24 | 59.5% | 43.7% | ||
| Q2 24 | 59.8% | 45.3% |
营业利润率BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% |
净利率BXPRBC
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 14.6% | ||
| Q3 25 | -14.0% | 13.2% | ||
| Q2 25 | 10.2% | 15.7% | ||
| Q1 25 | 7.1% | 16.6% | ||
| Q4 24 | -26.7% | 14.7% | ||
| Q3 24 | 9.7% | 13.6% | ||
| Q2 24 | 9.4% | 15.1% |
每股收益（稀释后）BXPRBC
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $2.13 | ||
| Q3 25 | $-0.77 | $1.90 | ||
| Q2 25 | $0.56 | $2.17 | ||
| Q1 25 | $0.39 | $2.33 | ||
| Q4 24 | $-1.46 | $1.82 | ||
| Q3 24 | $0.53 | $1.65 | ||
| Q2 24 | $0.51 | $1.90 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $7.7B | $3.3B |
| 总资产 | $25.1B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资BXPRBC
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $107.6M | ||
| Q3 25 | $861.1M | $91.2M | ||
| Q2 25 | $447.0M | $132.9M | ||
| Q1 25 | $398.1M | $36.8M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $685.4M | $76.8M |
总债务BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BXPRBC
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $3.3B | ||
| Q3 25 | $5.0B | $3.2B | ||
| Q2 25 | $5.3B | $3.1B | ||
| Q1 25 | $5.3B | $3.0B | ||
| Q4 24 | $5.4B | $2.9B | ||
| Q3 24 | $5.8B | $2.9B | ||
| Q2 24 | $5.8B | $2.8B |
总资产BXPRBC
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $5.1B | ||
| Q3 25 | $26.0B | $5.1B | ||
| Q2 25 | $25.6B | $4.8B | ||
| Q1 25 | $25.4B | $4.7B | ||
| Q4 24 | $26.1B | $4.7B | ||
| Q3 24 | $26.4B | $4.7B | ||
| Q2 24 | $25.5B | $4.7B |
负债/权益比BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | 1.5% | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $122.1M | ||
| Q3 25 | $274.2M | $88.4M | ||
| Q2 25 | $353.1M | $120.0M | ||
| Q1 25 | $210.0M | — | ||
| Q4 24 | $383.7M | $84.0M | ||
| Q3 24 | $286.1M | — | ||
| Q2 24 | $367.1M | $97.4M |
自由现金流BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $99.1M | ||
| Q3 25 | $231.6M | $71.7M | ||
| Q2 25 | $281.5M | $104.3M | ||
| Q1 25 | $152.6M | — | ||
| Q4 24 | $312.5M | $73.6M | ||
| Q3 24 | $234.5M | — | ||
| Q2 24 | $332.4M | $88.4M |
自由现金流率BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 21.5% | ||
| Q3 25 | 26.6% | 15.7% | ||
| Q2 25 | 32.4% | 23.9% | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 36.4% | 18.7% | ||
| Q3 24 | 27.3% | — | ||
| Q2 24 | 39.1% | 21.8% |
资本支出强度BXPRBC
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 5.0% | ||
| Q3 25 | 4.9% | 3.7% | ||
| Q2 25 | 8.2% | 3.6% | ||
| Q1 25 | 6.6% | 3.2% | ||
| Q4 24 | 8.3% | 2.6% | ||
| Q3 24 | 6.0% | 4.1% | ||
| Q2 24 | 4.1% | 2.2% |
现金转化率BXPRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 3.97× | 1.75× | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | 1.59× |
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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
