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BXP, Inc.（BXP）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
Sylvamo Corp的季度营收约是BXP, Inc.的1.0倍（$890.0M vs $872.1M），BXP, Inc.净利率更高（15.3% vs 3.7%，领先11.5%），BXP, Inc.同比增速更快（0.8% vs -8.2%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -0.8%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
BXP vs SLVM — 直观对比
营收规模更大
SLVM
是对方的1.0倍
$872.1M
营收增速更快
BXP
高出9.0%
-8.2%
净利率更高
BXP
高出11.5%
3.7%
两年增速更快
BXP
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $890.0M |
| 净利润 | $133.0M | $33.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 8.9% |
| 净利率 | 15.3% | 3.7% |
| 营收同比 | 0.8% | -8.2% |
| 净利润同比 | 53.0% | -59.3% |
| 每股收益（稀释后） | $1.69 | $0.81 |
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BXPSLVM
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $890.0M | ||
| Q3 25 | $871.5M | $846.0M | ||
| Q2 25 | $868.5M | $794.0M | ||
| Q1 25 | $865.2M | $821.0M | ||
| Q4 24 | $858.6M | $970.0M | ||
| Q3 24 | $859.2M | $965.0M | ||
| Q2 24 | $850.5M | $933.0M |
净利润BXPSLVM
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $33.0M | ||
| Q3 25 | $-121.7M | $57.0M | ||
| Q2 25 | $89.0M | $15.0M | ||
| Q1 25 | $61.2M | $27.0M | ||
| Q4 24 | $-228.9M | $81.0M | ||
| Q3 24 | $83.6M | $95.0M | ||
| Q2 24 | $79.6M | $83.0M |
毛利率BXPSLVM
| 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BXPSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 15.5% | ||
| Q2 24 | — | 13.1% |
净利率BXPSLVM
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 3.7% | ||
| Q3 25 | -14.0% | 6.7% | ||
| Q2 25 | 10.2% | 1.9% | ||
| Q1 25 | 7.1% | 3.3% | ||
| Q4 24 | -26.7% | 8.4% | ||
| Q3 24 | 9.7% | 9.8% | ||
| Q2 24 | 9.4% | 8.9% |
每股收益（稀释后）BXPSLVM
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.81 | ||
| Q3 25 | $-0.77 | $1.41 | ||
| Q2 25 | $0.56 | $0.37 | ||
| Q1 25 | $0.39 | $0.65 | ||
| Q4 24 | $-1.46 | $1.91 | ||
| Q3 24 | $0.53 | $2.27 | ||
| Q2 24 | $0.51 | $1.98 |
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 | $198.0M |
| 总债务越低越好 | — | $763.0M |
| 股东权益账面价值 | $7.7B | $966.0M |
| 总资产 | $25.1B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资BXPSLVM
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $198.0M | ||
| Q3 25 | $861.1M | $146.0M | ||
| Q2 25 | $447.0M | $183.0M | ||
| Q1 25 | $398.1M | $220.0M | ||
| Q4 24 | $1.3B | $309.0M | ||
| Q3 24 | $1.4B | $414.0M | ||
| Q2 24 | $685.4M | $213.0M |
总债务BXPSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | $763.0M | ||
| Q3 25 | — | $778.0M | ||
| Q2 25 | — | $767.0M | ||
| Q1 25 | — | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M |
股东权益BXPSLVM
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $966.0M | ||
| Q3 25 | $5.0B | $977.0M | ||
| Q2 25 | $5.3B | $959.0M | ||
| Q1 25 | $5.3B | $908.0M | ||
| Q4 24 | $5.4B | $847.0M | ||
| Q3 24 | $5.8B | $937.0M | ||
| Q2 24 | $5.8B | $830.0M |
总资产BXPSLVM
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.8B | ||
| Q3 25 | $26.0B | $2.7B | ||
| Q2 25 | $25.6B | $2.7B | ||
| Q1 25 | $25.4B | $2.6B | ||
| Q4 24 | $26.1B | $2.6B | ||
| Q3 24 | $26.4B | $2.9B | ||
| Q2 24 | $25.5B | $2.7B |
负债/权益比BXPSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× |
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 | — | $94.0M |
| 自由现金流经营现金流 - 资本支出 | — | $38.0M |
| 自由现金流率自由现金流/营收 | — | 4.3% |
| 资本支出强度资本支出/营收 | 1.5% | 6.3% |
| 现金转化率经营现金流/净利润 | — | 2.85× |
| 过去12个月自由现金流最近4个季度 | — | $44.0M |
8季度趋势，按日历期对齐
经营现金流BXPSLVM
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $94.0M | ||
| Q3 25 | $274.2M | $87.0M | ||
| Q2 25 | $353.1M | $64.0M | ||
| Q1 25 | $210.0M | $23.0M | ||
| Q4 24 | $383.7M | $164.0M | ||
| Q3 24 | $286.1M | $163.0M | ||
| Q2 24 | $367.1M | $115.0M |
自由现金流BXPSLVM
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $38.0M | ||
| Q3 25 | $231.6M | $33.0M | ||
| Q2 25 | $281.5M | $-2.0M | ||
| Q1 25 | $152.6M | $-25.0M | ||
| Q4 24 | $312.5M | $100.0M | ||
| Q3 24 | $234.5M | $119.0M | ||
| Q2 24 | $332.4M | $62.0M |
自由现金流率BXPSLVM
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 4.3% | ||
| Q3 25 | 26.6% | 3.9% | ||
| Q2 25 | 32.4% | -0.3% | ||
| Q1 25 | 17.6% | -3.0% | ||
| Q4 24 | 36.4% | 10.3% | ||
| Q3 24 | 27.3% | 12.3% | ||
| Q2 24 | 39.1% | 6.6% |
资本支出强度BXPSLVM
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 6.3% | ||
| Q3 25 | 4.9% | 6.4% | ||
| Q2 25 | 8.2% | 8.3% | ||
| Q1 25 | 6.6% | 5.8% | ||
| Q4 24 | 8.3% | 6.6% | ||
| Q3 24 | 6.0% | 4.6% | ||
| Q2 24 | 4.1% | 5.7% |
现金转化率BXPSLVM
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 2.85× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | 3.97× | 4.27× | ||
| Q1 25 | 3.43× | 0.85× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 3.42× | 1.72× | ||
| Q2 24 | 4.61× | 1.39× |
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% |
SLVM
暂无分部数据
