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BXP, Inc.（BXP）与SEI INVESTMENTS CO（SEIC）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SEI INVESTMENTS CO的1.4倍（$872.1M vs $622.2M），SEI INVESTMENTS CO净利率更高（28.0% vs 15.3%，领先12.8%），SEI INVESTMENTS CO同比增速更快（13.0% vs 0.8%），过去两年SEI INVESTMENTS CO的营收复合增速更高（9.5% 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。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
BXP vs SEIC — 直观对比
营收规模更大
BXP
是对方的1.4倍
$622.2M
营收增速更快
SEIC
高出12.2%
0.8%
净利率更高
SEIC
高出12.8%
15.3%
两年增速更快
SEIC
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $622.2M |
| 净利润 | $133.0M | $174.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 30.5% |
| 净利率 | 15.3% | 28.0% |
| 营收同比 | 0.8% | 13.0% |
| 净利润同比 | 53.0% | 15.0% |
| 每股收益（稀释后） | $1.69 | $1.40 |
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BXPSEIC
| Q1 26 | $872.1M | $622.2M | ||
| Q4 25 | $877.1M | $607.9M | ||
| Q3 25 | $871.5M | $578.5M | ||
| Q2 25 | $868.5M | $559.6M | ||
| Q1 25 | $865.2M | $551.3M | ||
| Q4 24 | $858.6M | $557.2M | ||
| Q3 24 | $859.2M | $537.4M | ||
| Q2 24 | $850.5M | $519.0M |
净利润BXPSEIC
| Q1 26 | $133.0M | $174.5M | ||
| Q4 25 | $248.4M | $172.5M | ||
| Q3 25 | $-121.7M | $164.2M | ||
| Q2 25 | $89.0M | $227.1M | ||
| Q1 25 | $61.2M | $151.5M | ||
| Q4 24 | $-228.9M | $155.8M | ||
| Q3 24 | $83.6M | $154.9M | ||
| Q2 24 | $79.6M | $139.1M |
毛利率BXPSEIC
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 36.8% | ||
| Q3 25 | 59.3% | 35.0% | ||
| Q2 25 | 59.2% | 33.8% | ||
| Q1 25 | 59.2% | 34.9% | ||
| Q4 24 | 59.7% | 33.1% | ||
| Q3 24 | 59.5% | 33.8% | ||
| Q2 24 | 59.8% | 32.7% |
营业利润率BXPSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | — | 26.6% | ||
| Q3 25 | — | 27.7% | ||
| Q2 25 | — | 26.6% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | — | 26.3% |
净利率BXPSEIC
| Q1 26 | 15.3% | 28.0% | ||
| Q4 25 | 28.3% | 28.4% | ||
| Q3 25 | -14.0% | 28.4% | ||
| Q2 25 | 10.2% | 40.6% | ||
| Q1 25 | 7.1% | 27.5% | ||
| Q4 24 | -26.7% | 28.0% | ||
| Q3 24 | 9.7% | 28.8% | ||
| Q2 24 | 9.4% | 26.8% |
每股收益（稀释后）BXPSEIC
| Q1 26 | $1.69 | $1.40 | ||
| Q4 25 | $1.56 | $1.38 | ||
| Q3 25 | $-0.77 | $1.30 | ||
| Q2 25 | $0.56 | $1.78 | ||
| Q1 25 | $0.39 | $1.17 | ||
| Q4 24 | $-1.46 | $1.18 | ||
| Q3 24 | $0.53 | $1.19 | ||
| Q2 24 | $0.51 | $1.05 |
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 | $363.1M |
| 总债务越低越好 | — | $32.4M |
| 股东权益账面价值 | $7.7B | $2.5B |
| 总资产 | $25.1B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资BXPSEIC
| Q1 26 | $512.8M | $363.1M | ||
| Q4 25 | $1.5B | $399.8M | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | $710.7M | ||
| Q4 24 | $1.3B | $839.9M | ||
| Q3 24 | $1.4B | $901.1M | ||
| Q2 24 | $685.4M | $768.3M |
总债务BXPSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BXPSEIC
| Q1 26 | $7.7B | $2.5B | ||
| Q4 25 | $5.1B | $2.4B | ||
| Q3 25 | $5.0B | $2.4B | ||
| Q2 25 | $5.3B | $2.3B | ||
| Q1 25 | $5.3B | $2.3B | ||
| Q4 24 | $5.4B | $2.3B | ||
| Q3 24 | $5.8B | $2.4B | ||
| Q2 24 | $5.8B | $2.2B |
总资产BXPSEIC
| Q1 26 | $25.1B | $3.3B | ||
| Q4 25 | $26.2B | — | ||
| Q3 25 | $26.0B | — | ||
| Q2 25 | $25.6B | $2.6B | ||
| Q1 25 | $25.4B | $2.6B | ||
| Q4 24 | $26.1B | $2.7B | ||
| Q3 24 | $26.4B | $2.7B | ||
| Q2 24 | $25.5B | $2.5B |
负债/权益比BXPSEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
SEIC
暂无分部数据
