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BXP, Inc.（BXP）与SELECT MEDICAL HOLDINGS CORP（SEM）财务数据对比。点击上方公司名可切换其他公司
SELECT MEDICAL HOLDINGS CORP的季度营收约是BXP, Inc.的1.6倍（$1.4B vs $872.1M），BXP, Inc.净利率更高（15.3% vs 4.5%，领先10.8%），SELECT MEDICAL HOLDINGS CORP同比增速更快（5.0% vs 0.8%），过去两年SELECT MEDICAL HOLDINGS CORP的营收复合增速更高（5.3% 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。
Select Medical是总部位于美国宾夕法尼亚州的医疗健康企业，业务涵盖长期急症护理、住院康复医院运营，同时开设有职业健康与物理治疗诊所，母公司Select Medical Holdings在纽约证券交易所挂牌上市。
BXP vs SEM — 直观对比
营收规模更大
SEM
是对方的1.6倍
$872.1M
营收增速更快
SEM
高出4.2%
0.8%
净利率更高
BXP
高出10.8%
4.5%
两年增速更快
SEM
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.4B |
| 净利润 | $133.0M | $63.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.9% |
| 净利率 | 15.3% | 4.5% |
| 营收同比 | 0.8% | 5.0% |
| 净利润同比 | 53.0% | -14.7% |
| 每股收益（稀释后） | $1.69 | $0.35 |
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BXPSEM
| Q1 26 | $872.1M | $1.4B | ||
| Q4 25 | $877.1M | $1.4B | ||
| Q3 25 | $871.5M | $1.4B | ||
| Q2 25 | $868.5M | $1.3B | ||
| Q1 25 | $865.2M | $1.4B | ||
| Q4 24 | $858.6M | $1.3B | ||
| Q3 24 | $859.2M | $1.3B | ||
| Q2 24 | $850.5M | $1.3B |
净利润BXPSEM
| Q1 26 | $133.0M | $63.8M | ||
| Q4 25 | $248.4M | $20.2M | ||
| Q3 25 | $-121.7M | $28.8M | ||
| Q2 25 | $89.0M | $40.6M | ||
| Q1 25 | $61.2M | $56.7M | ||
| Q4 24 | $-228.9M | $-16.1M | ||
| Q3 24 | $83.6M | $55.6M | ||
| Q2 24 | $79.6M | $77.6M |
毛利率BXPSEM
| 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BXPSEM
| Q1 26 | — | 6.9% | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | — | 5.8% |
净利率BXPSEM
| Q1 26 | 15.3% | 4.5% | ||
| Q4 25 | 28.3% | 1.4% | ||
| Q3 25 | -14.0% | 2.1% | ||
| Q2 25 | 10.2% | 3.0% | ||
| Q1 25 | 7.1% | 4.2% | ||
| Q4 24 | -26.7% | -1.2% | ||
| Q3 24 | 9.7% | 4.4% | ||
| Q2 24 | 9.4% | 6.1% |
每股收益（稀释后）BXPSEM
| Q1 26 | $1.69 | $0.35 | ||
| Q4 25 | $1.56 | $0.17 | ||
| Q3 25 | $-0.77 | $0.23 | ||
| Q2 25 | $0.56 | $0.32 | ||
| Q1 25 | $0.39 | $0.44 | ||
| Q4 24 | $-1.46 | $-0.12 | ||
| Q3 24 | $0.53 | $0.43 | ||
| Q2 24 | $0.51 | $0.60 |
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 | $25.7M |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $7.7B | $2.1B |
| 总资产 | $25.1B | $6.0B |
| 负债/权益比越低杠杆越低 | — | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资BXPSEM
| Q1 26 | $512.8M | $25.7M | ||
| Q4 25 | $1.5B | $26.5M | ||
| Q3 25 | $861.1M | $60.1M | ||
| Q2 25 | $447.0M | $52.3M | ||
| Q1 25 | $398.1M | $53.2M | ||
| Q4 24 | $1.3B | $59.7M | ||
| Q3 24 | $1.4B | $191.5M | ||
| Q2 24 | $685.4M | $111.2M |
总债务BXPSEM
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B |
股东权益BXPSEM
| Q1 26 | $7.7B | $2.1B | ||
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $5.0B | $1.7B | ||
| Q2 25 | $5.3B | $1.7B | ||
| Q1 25 | $5.3B | $1.7B | ||
| Q4 24 | $5.4B | $1.7B | ||
| Q3 24 | $5.8B | $1.9B | ||
| Q2 24 | $5.8B | $1.4B |
总资产BXPSEM
| Q1 26 | $25.1B | $6.0B | ||
| Q4 25 | $26.2B | $5.9B | ||
| Q3 25 | $26.0B | $5.7B | ||
| Q2 25 | $25.6B | $5.7B | ||
| Q1 25 | $25.4B | $5.7B | ||
| Q4 24 | $26.1B | $5.6B | ||
| Q3 24 | $26.4B | $8.0B | ||
| Q2 24 | $25.5B | $7.9B |
负债/权益比BXPSEM
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 2.54× |
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% |
SEM
暂无分部数据
