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BXP, Inc.（BXP）与STEVEN MADDEN, LTD.（SHOO）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STEVEN MADDEN, LTD.的1.2倍（$872.1M vs $749.8M），BXP, Inc.净利率更高（15.3% vs 3.3%，领先12.0%），STEVEN MADDEN, LTD.同比增速更快（29.5% vs 0.8%），过去两年STEVEN MADDEN, LTD.的营收复合增速更高（16.7% 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。
Steven Madden, Ltd.是一家上市时尚企业，专注于鞋履及潮流配饰的设计与营销，总部位于纽约长岛市。旗下拥有Dolce Vita、Betsey Johnson、Blondo、BB Dakota、Mad Love等品牌，同时获得Anne Klein、Superga等品牌的授权开展相关业务。
BXP vs SHOO — 直观对比
营收规模更大
BXP
是对方的1.2倍
$749.8M
营收增速更快
SHOO
高出28.7%
0.8%
净利率更高
BXP
高出12.0%
3.3%
两年增速更快
SHOO
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $749.8M |
| 净利润 | $133.0M | $24.7M |
| 毛利率 | — | 42.6% |
| 营业利润率 | — | 4.8% |
| 净利率 | 15.3% | 3.3% |
| 营收同比 | 0.8% | 29.5% |
| 净利润同比 | 53.0% | -34.8% |
| 每股收益（稀释后） | $1.69 | $0.33 |
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BXPSHOO
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $749.8M | ||
| Q3 25 | $871.5M | $664.2M | ||
| Q2 25 | $868.5M | $556.1M | ||
| Q1 25 | $865.2M | $551.4M | ||
| Q4 24 | $858.6M | $578.8M | ||
| Q3 24 | $859.2M | $621.2M | ||
| Q2 24 | $850.5M | $521.7M |
净利润BXPSHOO
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $24.7M | ||
| Q3 25 | $-121.7M | $20.5M | ||
| Q2 25 | $89.0M | $-38.7M | ||
| Q1 25 | $61.2M | $41.3M | ||
| Q4 24 | $-228.9M | $37.8M | ||
| Q3 24 | $83.6M | $55.3M | ||
| Q2 24 | $79.6M | $36.9M |
毛利率BXPSHOO
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 42.6% | ||
| Q3 25 | 59.3% | 41.8% | ||
| Q2 25 | 59.2% | 40.6% | ||
| Q1 25 | 59.2% | 41.0% | ||
| Q4 24 | 59.7% | 40.7% | ||
| Q3 24 | 59.5% | 41.8% | ||
| Q2 24 | 59.8% | 41.6% |
营业利润率BXPSHOO
| Q1 26 | — | — | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | -7.2% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 9.0% |
净利率BXPSHOO
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 3.3% | ||
| Q3 25 | -14.0% | 3.1% | ||
| Q2 25 | 10.2% | -7.0% | ||
| Q1 25 | 7.1% | 7.5% | ||
| Q4 24 | -26.7% | 6.5% | ||
| Q3 24 | 9.7% | 8.9% | ||
| Q2 24 | 9.4% | 7.1% |
每股收益（稀释后）BXPSHOO
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.33 | ||
| Q3 25 | $-0.77 | $0.29 | ||
| Q2 25 | $0.56 | $-0.56 | ||
| Q1 25 | $0.39 | $0.57 | ||
| Q4 24 | $-1.46 | $0.49 | ||
| Q3 24 | $0.53 | $0.77 | ||
| Q2 24 | $0.51 | $0.49 |
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 | $112.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $866.4M |
| 总资产 | $25.1B | $1.9B |
| 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BXPSHOO
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $112.4M | ||
| Q3 25 | $861.1M | $140.0K | ||
| Q2 25 | $447.0M | $111.9M | ||
| Q1 25 | $398.1M | $147.2M | ||
| Q4 24 | $1.3B | $203.4M | ||
| Q3 24 | $1.4B | $11.1M | ||
| Q2 24 | $685.4M | $192.2M |
股东权益BXPSHOO
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $866.4M | ||
| Q3 25 | $5.0B | $850.8M | ||
| Q2 25 | $5.3B | $833.2M | ||
| Q1 25 | $5.3B | $875.3M | ||
| Q4 24 | $5.4B | $847.7M | ||
| Q3 24 | $5.8B | $833.9M | ||
| Q2 24 | $5.8B | $808.3M |
总资产BXPSHOO
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $1.9B | ||
| Q3 25 | $26.0B | $2.0B | ||
| Q2 25 | $25.6B | $1.9B | ||
| Q1 25 | $25.4B | $1.4B | ||
| Q4 24 | $26.1B | $1.4B | ||
| Q3 24 | $26.4B | $1.5B | ||
| Q2 24 | $25.5B | $1.4B |
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 | — | $91.1M |
| 自由现金流经营现金流 - 资本支出 | — | $80.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | 1.5% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.70× |
| 过去12个月自由现金流最近4个季度 | — | $119.5M |
8季度趋势，按日历期对齐
经营现金流BXPSHOO
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $91.1M | ||
| Q3 25 | $274.2M | $23.4M | ||
| Q2 25 | $353.1M | $66.5M | ||
| Q1 25 | $210.0M | $-18.8M | ||
| Q4 24 | $383.7M | $103.9M | ||
| Q3 24 | $286.1M | $444.0K | ||
| Q2 24 | $367.1M | $109.5M |
自由现金流BXPSHOO
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $80.8M | ||
| Q3 25 | $231.6M | $8.6M | ||
| Q2 25 | $281.5M | $58.8M | ||
| Q1 25 | $152.6M | $-28.7M | ||
| Q4 24 | $312.5M | $94.6M | ||
| Q3 24 | $234.5M | $-6.9M | ||
| Q2 24 | $332.4M | $104.2M |
自由现金流率BXPSHOO
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 10.8% | ||
| Q3 25 | 26.6% | 1.3% | ||
| Q2 25 | 32.4% | 10.6% | ||
| Q1 25 | 17.6% | -5.2% | ||
| Q4 24 | 36.4% | 16.3% | ||
| Q3 24 | 27.3% | -1.1% | ||
| Q2 24 | 39.1% | 20.0% |
资本支出强度BXPSHOO
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 1.4% | ||
| Q3 25 | 4.9% | 2.2% | ||
| Q2 25 | 8.2% | 1.4% | ||
| Q1 25 | 6.6% | 1.8% | ||
| Q4 24 | 8.3% | 1.6% | ||
| Q3 24 | 6.0% | 1.2% | ||
| Q2 24 | 4.1% | 1.0% |
现金转化率BXPSHOO
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 3.70× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | -0.46× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | 3.42× | 0.01× | ||
| Q2 24 | 4.61× | 2.96× |
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% |
SHOO
暂无分部数据
