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BXP, Inc.（BXP）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.1倍（$872.1M vs $828.2M），BXP, Inc.净利率更高（15.3% vs 13.2%，领先2.0%），Rithm Capital Corp.同比增速更快（508.5% vs 0.8%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
BXP vs RITM — 直观对比
营收规模更大
BXP
是对方的1.1倍
$828.2M
营收增速更快
RITM
高出507.7%
0.8%
净利率更高
BXP
高出2.0%
13.2%
两年增速更快
BXP
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $828.2M |
| 净利润 | $133.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 29.9% |
| 净利率 | 15.3% | 13.2% |
| 营收同比 | 0.8% | 508.5% |
| 净利润同比 | 53.0% | 27.7% |
| 每股收益（稀释后） | $1.69 | $0.12 |
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BXPRITM
| Q1 26 | $872.1M | $828.2M | ||
| Q4 25 | $877.1M | $1.5B | ||
| Q3 25 | $871.5M | $1.1B | ||
| Q2 25 | $868.5M | $1.2B | ||
| Q1 25 | $865.2M | $768.4M | ||
| Q4 24 | $858.6M | $2.1B | ||
| Q3 24 | $859.2M | $619.5M | ||
| Q2 24 | $850.5M | $1.2B |
净利润BXPRITM
| Q1 26 | $133.0M | $109.5M | ||
| Q4 25 | $248.4M | $85.0M | ||
| Q3 25 | $-121.7M | $221.5M | ||
| Q2 25 | $89.0M | $311.7M | ||
| Q1 25 | $61.2M | $78.8M | ||
| Q4 24 | $-228.9M | $290.2M | ||
| Q3 24 | $83.6M | $121.7M | ||
| Q2 24 | $79.6M | $235.6M |
毛利率BXPRITM
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 59.2% | — | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.8% | — |
营业利润率BXPRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 23.6% |
净利率BXPRITM
| Q1 26 | 15.3% | 13.2% | ||
| Q4 25 | 28.3% | 5.7% | ||
| Q3 25 | -14.0% | 20.0% | ||
| Q2 25 | 10.2% | 25.6% | ||
| Q1 25 | 7.1% | 10.3% | ||
| Q4 24 | -26.7% | 14.0% | ||
| Q3 24 | 9.7% | 19.7% | ||
| Q2 24 | 9.4% | 19.2% |
每股收益（稀释后）BXPRITM
| Q1 26 | $1.69 | $0.12 | ||
| Q4 25 | $1.56 | $0.09 | ||
| Q3 25 | $-0.77 | $0.35 | ||
| Q2 25 | $0.56 | $0.53 | ||
| Q1 25 | $0.39 | $0.07 | ||
| Q4 24 | $-1.46 | $0.50 | ||
| Q3 24 | $0.53 | $0.20 | ||
| Q2 24 | $0.51 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $9.1B |
| 总资产 | $25.1B | $53.4B |
| 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BXPRITM
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $1.8B | ||
| Q3 25 | $861.1M | $1.6B | ||
| Q2 25 | $447.0M | $1.6B | ||
| Q1 25 | $398.1M | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $685.4M | $1.2B |
总债务BXPRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益BXPRITM
| Q1 26 | $7.7B | $9.1B | ||
| Q4 25 | $5.1B | $8.4B | ||
| Q3 25 | $5.0B | $8.5B | ||
| Q2 25 | $5.3B | $7.9B | ||
| Q1 25 | $5.3B | $7.8B | ||
| Q4 24 | $5.4B | $7.8B | ||
| Q3 24 | $5.8B | $7.7B | ||
| Q2 24 | $5.8B | $7.3B |
总资产BXPRITM
| Q1 26 | $25.1B | $53.4B | ||
| Q4 25 | $26.2B | $53.1B | ||
| Q3 25 | $26.0B | $47.2B | ||
| Q2 25 | $25.6B | $44.3B | ||
| Q1 25 | $25.4B | $45.3B | ||
| Q4 24 | $26.1B | $46.0B | ||
| Q3 24 | $26.4B | $42.3B | ||
| Q2 24 | $25.5B | $42.0B |
负债/权益比BXPRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
