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BXP, Inc.(BXP)与Schneider National, Inc.(SNDR)财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是BXP, Inc.的1.4倍($1.2B vs $872.1M),BXP, Inc.净利率更高(15.3% vs 1.6%,领先13.6%),BXP, Inc.同比增速更快(0.8% vs -1.2%),过去两年BXP, Inc.的营收复合增速更高(1.3% vs -2.8%)
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。
美国施耐德国家公司是知名交通运输企业,提供整车运输、多式联运及综合物流服务,业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域,可为客户提供定制化供应链解决方案。
BXP vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.4倍
$872.1M
营收增速更快
BXP
高出2.0%
-1.2%
净利率更高
BXP
高出13.6%
1.6%
两年增速更快
BXP
近两年复合增速
-2.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $1.2B |
| 净利润 | $133.0M | $20.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 2.7% |
| 净利率 | 15.3% | 1.6% |
| 营收同比 | 0.8% | -1.2% |
| 净利润同比 | 53.0% | -21.8% |
| 每股收益(稀释后) | $1.69 | $0.12 |
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
BXP
SNDR
| Q1 26 | $872.1M | $1.2B | ||
| Q4 25 | $877.1M | $1.4B | ||
| Q3 25 | $871.5M | $1.5B | ||
| Q2 25 | $868.5M | $1.4B | ||
| 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
BXP
SNDR
| Q1 26 | $133.0M | $20.4M | ||
| Q4 25 | $248.4M | $22.1M | ||
| Q3 25 | $-121.7M | $19.4M | ||
| Q2 25 | $89.0M | $36.0M | ||
| Q1 25 | $61.2M | $26.1M | ||
| Q4 24 | $-228.9M | $32.6M | ||
| Q3 24 | $83.6M | $30.6M | ||
| Q2 24 | $79.6M | $35.3M |
毛利率
BXP
SNDR
| 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
BXP
SNDR
| Q1 26 | — | 2.7% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.9% |
净利率
BXP
SNDR
| Q1 26 | 15.3% | 1.6% | ||
| Q4 25 | 28.3% | 1.6% | ||
| Q3 25 | -14.0% | 1.3% | ||
| Q2 25 | 10.2% | 2.5% | ||
| Q1 25 | 7.1% | 1.9% | ||
| Q4 24 | -26.7% | 2.4% | ||
| Q3 24 | 9.7% | 2.3% | ||
| Q2 24 | 9.4% | 2.7% |
每股收益(稀释后)
BXP
SNDR
| Q1 26 | $1.69 | $0.12 | ||
| Q4 25 | $1.56 | $0.13 | ||
| Q3 25 | $-0.77 | $0.11 | ||
| Q2 25 | $0.56 | $0.20 | ||
| Q1 25 | $0.39 | $0.15 | ||
| Q4 24 | $-1.46 | $0.19 | ||
| Q3 24 | $0.53 | $0.17 | ||
| Q2 24 | $0.51 | $0.20 |
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 | $227.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $3.0B |
| 总资产 | $25.1B | $4.9B |
| 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
BXP
SNDR
| Q1 26 | $512.8M | $227.8M | ||
| Q4 25 | $1.5B | $41.8M | ||
| Q3 25 | $861.1M | $235.7M | ||
| Q2 25 | $447.0M | $205.1M | ||
| Q1 25 | $398.1M | $154.3M | ||
| Q4 24 | $1.3B | $165.5M | ||
| Q3 24 | $1.4B | $231.6M | ||
| Q2 24 | $685.4M | $157.2M |
总债务
BXP
SNDR
| Q1 26 | — | — | ||
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M |
股东权益
BXP
SNDR
| Q1 26 | $7.7B | $3.0B | ||
| Q4 25 | $5.1B | $3.0B | ||
| Q3 25 | $5.0B | $3.0B | ||
| Q2 25 | $5.3B | $3.0B | ||
| Q1 25 | $5.3B | $3.0B | ||
| Q4 24 | $5.4B | $3.0B | ||
| Q3 24 | $5.8B | $3.0B | ||
| Q2 24 | $5.8B | $3.0B |
总资产
BXP
SNDR
| Q1 26 | $25.1B | $4.9B | ||
| Q4 25 | $26.2B | $4.8B | ||
| Q3 25 | $26.0B | $5.0B | ||
| Q2 25 | $25.6B | $5.0B | ||
| Q1 25 | $25.4B | $5.0B | ||
| Q4 24 | $26.1B | $4.9B | ||
| Q3 24 | $26.4B | $4.6B | ||
| Q2 24 | $25.5B | $4.5B |
负债/权益比
BXP
SNDR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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 | — | $92.9M |
| 自由现金流经营现金流 - 资本支出 | — | $48.1M |
| 自由现金流率自由现金流/营收 | — | 3.9% |
| 资本支出强度资本支出/营收 | 1.5% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 4.55× |
| 过去12个月自由现金流最近4个季度 | — | $356.2M |
8季度趋势,按日历期对齐
经营现金流
BXP
SNDR
| Q1 26 | — | $92.9M | ||
| Q4 25 | $407.8M | $186.0M | ||
| Q3 25 | $274.2M | $184.2M | ||
| Q2 25 | $353.1M | $175.5M | ||
| Q1 25 | $210.0M | $91.7M | ||
| Q4 24 | $383.7M | $199.5M | ||
| Q3 24 | $286.1M | $206.4M | ||
| Q2 24 | $367.1M | $182.6M |
自由现金流
BXP
SNDR
| Q1 26 | — | $48.1M | ||
| Q4 25 | $362.7M | $145.5M | ||
| Q3 25 | $231.6M | $56.2M | ||
| Q2 25 | $281.5M | $106.4M | ||
| Q1 25 | $152.6M | $-22.7M | ||
| Q4 24 | $312.5M | $113.6M | ||
| Q3 24 | $234.5M | $98.7M | ||
| Q2 24 | $332.4M | $85.5M |
自由现金流率
BXP
SNDR
| Q1 26 | — | 3.9% | ||
| Q4 25 | 41.4% | 10.4% | ||
| Q3 25 | 26.6% | 3.9% | ||
| Q2 25 | 32.4% | 7.5% | ||
| Q1 25 | 17.6% | -1.6% | ||
| Q4 24 | 36.4% | 8.5% | ||
| Q3 24 | 27.3% | 7.5% | ||
| Q2 24 | 39.1% | 6.5% |
资本支出强度
BXP
SNDR
| Q1 26 | 1.5% | 3.6% | ||
| Q4 25 | 5.1% | 2.9% | ||
| Q3 25 | 4.9% | 8.8% | ||
| Q2 25 | 8.2% | 4.9% | ||
| Q1 25 | 6.6% | 8.2% | ||
| Q4 24 | 8.3% | 6.4% | ||
| Q3 24 | 6.0% | 8.2% | ||
| Q2 24 | 4.1% | 7.4% |
现金转化率
BXP
SNDR
| Q1 26 | — | 4.55× | ||
| Q4 25 | 1.64× | 8.42× | ||
| Q3 25 | — | 9.49× | ||
| Q2 25 | 3.97× | 4.88× | ||
| Q1 25 | 3.43× | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | 3.42× | 6.75× | ||
| Q2 24 | 4.61× | 5.17× |
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% |
SNDR
暂无分部数据