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BXP, Inc.（BXP）与SIGNET JEWELERS LTD（SIG）财务数据对比。点击上方公司名可切换其他公司
SIGNET JEWELERS LTD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 1.4%，领先13.8%），SIGNET JEWELERS LTD同比增速更快（3.1% vs 0.8%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -25.4%）
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。
Signet Jewelers是全球最大的钻石珠宝零售商，注册地位于百慕大，总部设在美国俄亥俄州阿克伦的费尔劳恩郊区，在纽约证券交易所上市。公司主打中端珠宝市场，旗下拥有Blue Nile、Zales、Kay等知名品牌，在美国、加拿大、英国的专业珠宝市场均占据龙头地位，部分品牌布局中高端赛道。
BXP vs SIG — 直观对比
营收规模更大
SIG
是对方的1.6倍
$872.1M
营收增速更快
SIG
高出2.3%
0.8%
净利率更高
BXP
高出13.8%
1.4%
两年增速更快
BXP
近两年复合增速
-25.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.4B |
| 净利润 | $133.0M | $20.0M |
| 毛利率 | — | 37.3% |
| 营业利润率 | — | 1.7% |
| 净利率 | 15.3% | 1.4% |
| 营收同比 | 0.8% | 3.1% |
| 净利润同比 | 53.0% | 185.7% |
| 每股收益（稀释后） | $1.69 | $0.49 |
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BXPSIG
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $1.4B | ||
| Q3 25 | $871.5M | $1.5B | ||
| Q2 25 | $868.5M | $1.5B | ||
| Q1 25 | $865.2M | $2.4B | ||
| Q4 24 | $858.6M | $1.3B | ||
| Q3 24 | $859.2M | $1.5B | ||
| Q2 24 | $850.5M | $1.5B |
净利润BXPSIG
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $20.0M | ||
| Q3 25 | $-121.7M | $-9.1M | ||
| Q2 25 | $89.0M | $33.5M | ||
| Q1 25 | $61.2M | $100.6M | ||
| Q4 24 | $-228.9M | $7.0M | ||
| Q3 24 | $83.6M | $-98.5M | ||
| Q2 24 | $79.6M | $52.1M |
毛利率BXPSIG
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 37.3% | ||
| Q3 25 | 59.3% | 38.6% | ||
| Q2 25 | 59.2% | 38.8% | ||
| Q1 25 | 59.2% | 42.6% | ||
| Q4 24 | 59.7% | 36.0% | ||
| Q3 24 | 59.5% | 38.0% | ||
| Q2 24 | 59.8% | 37.9% |
营业利润率BXPSIG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | -6.8% | ||
| Q2 24 | — | 3.3% |
净利率BXPSIG
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 1.4% | ||
| Q3 25 | -14.0% | -0.6% | ||
| Q2 25 | 10.2% | 2.2% | ||
| Q1 25 | 7.1% | 4.3% | ||
| Q4 24 | -26.7% | 0.5% | ||
| Q3 24 | 9.7% | -6.6% | ||
| Q2 24 | 9.4% | 3.4% |
每股收益（稀释后）BXPSIG
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.49 | ||
| Q3 25 | $-0.77 | $-0.22 | ||
| Q2 25 | $0.56 | $0.78 | ||
| Q1 25 | $0.39 | $2.25 | ||
| Q4 24 | $-1.46 | $0.12 | ||
| Q3 24 | $0.53 | $-2.28 | ||
| Q2 24 | $0.51 | $-0.90 |
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 | $234.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $1.7B |
| 总资产 | $25.1B | $5.4B |
| 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BXPSIG
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $234.7M | ||
| Q3 25 | $861.1M | $281.4M | ||
| Q2 25 | $447.0M | $264.1M | ||
| Q1 25 | $398.1M | $604.0M | ||
| Q4 24 | $1.3B | $157.7M | ||
| Q3 24 | $1.4B | $403.1M | ||
| Q2 24 | $685.4M | $729.3M |
股东权益BXPSIG
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $5.0B | $1.7B | ||
| Q2 25 | $5.3B | $1.8B | ||
| Q1 25 | $5.3B | $1.9B | ||
| Q4 24 | $5.4B | $1.8B | ||
| Q3 24 | $5.8B | $1.9B | ||
| Q2 24 | $5.8B | $2.1B |
总资产BXPSIG
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $5.4B | ||
| Q3 25 | $26.0B | $5.3B | ||
| Q2 25 | $25.6B | $5.5B | ||
| Q1 25 | $25.4B | $5.7B | ||
| Q4 24 | $26.1B | $5.7B | ||
| Q3 24 | $26.4B | $5.6B | ||
| Q2 24 | $25.5B | $6.2B |
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 | — | $31.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.5M |
| 自由现金流率自由现金流/营收 | — | -0.1% |
| 资本支出强度资本支出/营收 | 1.5% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.55× |
| 过去12个月自由现金流最近4个季度 | — | $591.0M |
8季度趋势，按日历期对齐
经营现金流BXPSIG
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $31.0M | ||
| Q3 25 | $274.2M | $86.3M | ||
| Q2 25 | $353.1M | $-175.3M | ||
| Q1 25 | $210.0M | $780.7M | ||
| Q4 24 | $383.7M | $-75.4M | ||
| Q3 24 | $286.1M | $43.8M | ||
| Q2 24 | $367.1M | $-158.2M |
自由现金流BXPSIG
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $-1.5M | ||
| Q3 25 | $231.6M | $62.3M | ||
| Q2 25 | $281.5M | $-211.9M | ||
| Q1 25 | $152.6M | $742.1M | ||
| Q4 24 | $312.5M | $-138.5M | ||
| Q3 24 | $234.5M | $15.8M | ||
| Q2 24 | $332.4M | $-181.5M |
自由现金流率BXPSIG
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | -0.1% | ||
| Q3 25 | 26.6% | 4.1% | ||
| Q2 25 | 32.4% | -13.7% | ||
| Q1 25 | 17.6% | 31.5% | ||
| Q4 24 | 36.4% | -10.3% | ||
| Q3 24 | 27.3% | 1.1% | ||
| Q2 24 | 39.1% | -12.0% |
资本支出强度BXPSIG
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 2.3% | ||
| Q3 25 | 4.9% | 1.6% | ||
| Q2 25 | 8.2% | 2.4% | ||
| Q1 25 | 6.6% | 1.6% | ||
| Q4 24 | 8.3% | 4.7% | ||
| Q3 24 | 6.0% | 1.9% | ||
| Q2 24 | 4.1% | 1.5% |
现金转化率BXPSIG
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.55× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | -5.23× | ||
| Q1 25 | 3.43× | 7.76× | ||
| Q4 24 | — | -10.77× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | -3.04× |
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% |
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |
