vs
BXP, Inc.（BXP）与REV Group, Inc.（REVG）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REV Group, Inc.的1.3倍（$872.1M vs $664.4M），BXP, Inc.净利率更高（15.3% vs 4.3%，领先10.9%），REV Group, Inc.同比增速更快（11.1% vs 0.8%），过去两年REV Group, Inc.的营收复合增速更高（6.5% 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。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
BXP vs REVG — 直观对比
营收规模更大
BXP
是对方的1.3倍
$664.4M
营收增速更快
REVG
高出10.3%
0.8%
净利率更高
BXP
高出10.9%
4.3%
两年增速更快
REVG
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $664.4M |
| 净利润 | $133.0M | $28.9M |
| 毛利率 | — | 15.4% |
| 营业利润率 | — | 7.1% |
| 净利率 | 15.3% | 4.3% |
| 营收同比 | 0.8% | 11.1% |
| 净利润同比 | 53.0% | -30.7% |
| 每股收益（稀释后） | $1.69 | $0.57 |
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BXPREVG
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $664.4M | ||
| Q3 25 | $871.5M | $644.9M | ||
| Q2 25 | $868.5M | $629.1M | ||
| Q1 25 | $865.2M | $525.1M | ||
| Q4 24 | $858.6M | $597.9M | ||
| Q3 24 | $859.2M | $579.4M | ||
| Q2 24 | $850.5M | $616.9M |
净利润BXPREVG
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $28.9M | ||
| Q3 25 | $-121.7M | $29.1M | ||
| Q2 25 | $89.0M | $19.0M | ||
| Q1 25 | $61.2M | $18.2M | ||
| Q4 24 | $-228.9M | $41.7M | ||
| Q3 24 | $83.6M | $18.0M | ||
| Q2 24 | $79.6M | $15.2M |
毛利率BXPREVG
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 15.4% | ||
| Q3 25 | 59.3% | 15.8% | ||
| Q2 25 | 59.2% | 15.2% | ||
| Q1 25 | 59.2% | 13.3% | ||
| Q4 24 | 59.7% | 13.2% | ||
| Q3 24 | 59.5% | 13.5% | ||
| Q2 24 | 59.8% | 12.5% |
营业利润率BXPREVG
| Q1 26 | — | — | ||
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 3.7% |
净利率BXPREVG
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 4.3% | ||
| Q3 25 | -14.0% | 4.5% | ||
| Q2 25 | 10.2% | 3.0% | ||
| Q1 25 | 7.1% | 3.5% | ||
| Q4 24 | -26.7% | 7.0% | ||
| Q3 24 | 9.7% | 3.1% | ||
| Q2 24 | 9.4% | 2.5% |
每股收益（稀释后）BXPREVG
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.57 | ||
| Q3 25 | $-0.77 | $0.59 | ||
| Q2 25 | $0.56 | $0.38 | ||
| Q1 25 | $0.39 | $0.35 | ||
| Q4 24 | $-1.46 | $1.03 | ||
| Q3 24 | $0.53 | $0.35 | ||
| Q2 24 | $0.51 | $0.28 |
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 | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $416.3M |
| 总资产 | $25.1B | $1.2B |
| 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BXPREVG
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $34.7M | ||
| Q3 25 | $861.1M | $36.0M | ||
| Q2 25 | $447.0M | $28.8M | ||
| Q1 25 | $398.1M | $31.6M | ||
| Q4 24 | $1.3B | $24.6M | ||
| Q3 24 | $1.4B | $50.5M | ||
| Q2 24 | $685.4M | $38.2M |
股东权益BXPREVG
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $416.3M | ||
| Q3 25 | $5.0B | $387.3M | ||
| Q2 25 | $5.3B | $357.8M | ||
| Q1 25 | $5.3B | $428.8M | ||
| Q4 24 | $5.4B | $435.1M | ||
| Q3 24 | $5.8B | $394.6M | ||
| Q2 24 | $5.8B | $379.7M |
总资产BXPREVG
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $1.2B | ||
| Q3 25 | $26.0B | $1.2B | ||
| Q2 25 | $25.6B | $1.2B | ||
| Q1 25 | $25.4B | $1.2B | ||
| Q4 24 | $26.1B | $1.2B | ||
| Q3 24 | $26.4B | $1.3B | ||
| Q2 24 | $25.5B | $1.3B |
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 | — | $76.9M |
| 自由现金流经营现金流 - 资本支出 | — | $53.7M |
| 自由现金流率自由现金流/营收 | — | 8.1% |
| 资本支出强度资本支出/营收 | 1.5% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $190.0M |
8季度趋势，按日历期对齐
经营现金流BXPREVG
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $76.9M | ||
| Q3 25 | $274.2M | $60.3M | ||
| Q2 25 | $353.1M | $117.0M | ||
| Q1 25 | $210.0M | $-13.1M | ||
| Q4 24 | $383.7M | $68.6M | ||
| Q3 24 | $286.1M | $14.4M | ||
| Q2 24 | $367.1M | $40.1M |
自由现金流BXPREVG
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $53.7M | ||
| Q3 25 | $231.6M | $48.7M | ||
| Q2 25 | $281.5M | $105.6M | ||
| Q1 25 | $152.6M | $-18.0M | ||
| Q4 24 | $312.5M | $63.3M | ||
| Q3 24 | $234.5M | $8.5M | ||
| Q2 24 | $332.4M | $34.2M |
自由现金流率BXPREVG
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 8.1% | ||
| Q3 25 | 26.6% | 7.6% | ||
| Q2 25 | 32.4% | 16.8% | ||
| Q1 25 | 17.6% | -3.4% | ||
| Q4 24 | 36.4% | 10.6% | ||
| Q3 24 | 27.3% | 1.5% | ||
| Q2 24 | 39.1% | 5.5% |
资本支出强度BXPREVG
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 3.5% | ||
| Q3 25 | 4.9% | 1.8% | ||
| Q2 25 | 8.2% | 1.8% | ||
| Q1 25 | 6.6% | 0.9% | ||
| Q4 24 | 8.3% | 0.9% | ||
| Q3 24 | 6.0% | 1.0% | ||
| Q2 24 | 4.1% | 1.0% |
现金转化率BXPREVG
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 2.66× | ||
| Q3 25 | — | 2.07× | ||
| Q2 25 | 3.97× | 6.16× | ||
| Q1 25 | 3.43× | -0.72× | ||
| Q4 24 | — | 1.65× | ||
| Q3 24 | 3.42× | 0.80× | ||
| Q2 24 | 4.61× | 2.64× |
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% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
