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BXP, Inc.（BXP）与SiriusPoint Ltd（SPNT）财务数据对比。点击上方公司名可切换其他公司
SiriusPoint Ltd的季度营收约是BXP, Inc.的1.1倍（$973.7M vs $872.1M），SiriusPoint Ltd净利率更高（25.1% vs 15.3%，领先9.8%），SiriusPoint Ltd同比增速更快（58.9% vs 0.8%），过去两年SiriusPoint Ltd的营收复合增速更高（19.2% 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。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商，提供财产险、意外险、特种险种保障及另类资本解决方案，服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方，注重严谨核保与稳定的风险调整收益。
BXP vs SPNT — 直观对比
营收规模更大
SPNT
是对方的1.1倍
$872.1M
营收增速更快
SPNT
高出58.1%
0.8%
净利率更高
SPNT
高出9.8%
15.3%
两年增速更快
SPNT
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $973.7M |
| 净利润 | $133.0M | $244.1M |
| 毛利率 | — | — |
| 营业利润率 | — | 28.8% |
| 净利率 | 15.3% | 25.1% |
| 营收同比 | 0.8% | 58.9% |
| 净利润同比 | 53.0% | 1535.9% |
| 每股收益（稀释后） | $1.69 | $1.92 |
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BXPSPNT
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $973.7M | ||
| Q3 25 | $871.5M | $755.9M | ||
| Q2 25 | $868.5M | $748.2M | ||
| Q1 25 | $865.2M | $727.3M | ||
| Q4 24 | $858.6M | $612.8M | ||
| Q3 24 | $859.2M | $562.2M | ||
| Q2 24 | $850.5M | $743.3M |
净利润BXPSPNT
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $244.1M | ||
| Q3 25 | $-121.7M | $90.8M | ||
| Q2 25 | $89.0M | $63.2M | ||
| Q1 25 | $61.2M | $61.6M | ||
| Q4 24 | $-228.9M | $-17.0M | ||
| Q3 24 | $83.6M | $8.5M | ||
| Q2 24 | $79.6M | $113.9M |
毛利率BXPSPNT
| 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BXPSPNT
| Q1 26 | — | — | ||
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | — | 10.4% | ||
| Q4 24 | — | -2.1% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 17.4% |
净利率BXPSPNT
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 25.1% | ||
| Q3 25 | -14.0% | 12.0% | ||
| Q2 25 | 10.2% | 8.4% | ||
| Q1 25 | 7.1% | 8.5% | ||
| Q4 24 | -26.7% | -2.8% | ||
| Q3 24 | 9.7% | 1.5% | ||
| Q2 24 | 9.4% | 15.3% |
每股收益（稀释后）BXPSPNT
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $1.92 | ||
| Q3 25 | $-0.77 | $0.73 | ||
| Q2 25 | $0.56 | $0.50 | ||
| Q1 25 | $0.39 | $0.49 | ||
| Q4 24 | $-1.46 | $-0.05 | ||
| Q3 24 | $0.53 | $0.03 | ||
| Q2 24 | $0.51 | $0.57 |
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 | $731.2M |
| 总债务越低越好 | — | $688.6M |
| 股东权益账面价值 | $7.7B | $2.5B |
| 总资产 | $25.1B | $12.6B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资BXPSPNT
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $731.2M | ||
| Q3 25 | $861.1M | $582.4M | ||
| Q2 25 | $447.0M | $732.4M | ||
| Q1 25 | $398.1M | $740.3M | ||
| Q4 24 | $1.3B | $682.0M | ||
| Q3 24 | $1.4B | $640.7M | ||
| Q2 24 | $685.4M | $598.1M |
总债务BXPSPNT
| Q1 26 | — | — | ||
| Q4 25 | — | $688.6M | ||
| Q3 25 | — | $682.5M | ||
| Q2 25 | — | $678.4M | ||
| Q1 25 | — | $663.5M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $660.5M | ||
| Q2 24 | — | $648.6M |
股东权益BXPSPNT
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $2.5B | ||
| Q3 25 | $5.0B | $2.2B | ||
| Q2 25 | $5.3B | $2.1B | ||
| Q1 25 | $5.3B | $2.0B | ||
| Q4 24 | $5.4B | $1.9B | ||
| Q3 24 | $5.8B | $2.7B | ||
| Q2 24 | $5.8B | $2.7B |
总资产BXPSPNT
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $12.6B | ||
| Q3 25 | $26.0B | $12.5B | ||
| Q2 25 | $25.6B | $12.4B | ||
| Q1 25 | $25.4B | $12.3B | ||
| Q4 24 | $26.1B | $12.5B | ||
| Q3 24 | $26.4B | $12.7B | ||
| Q2 24 | $25.5B | $12.8B |
负债/权益比BXPSPNT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.24× |
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 | — | $-26.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | — | -0.11× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BXPSPNT
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $-26.4M | ||
| Q3 25 | $274.2M | $155.6M | ||
| Q2 25 | $353.1M | $62.1M | ||
| Q1 25 | $210.0M | $-88.9M | ||
| Q4 24 | $383.7M | $107.7M | ||
| Q3 24 | $286.1M | $58.1M | ||
| Q2 24 | $367.1M | $-149.9M |
自由现金流BXPSPNT
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | — | ||
| Q3 25 | $231.6M | — | ||
| Q2 25 | $281.5M | — | ||
| Q1 25 | $152.6M | — | ||
| Q4 24 | $312.5M | — | ||
| Q3 24 | $234.5M | — | ||
| Q2 24 | $332.4M | — |
自由现金流率BXPSPNT
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | — | ||
| Q3 25 | 26.6% | — | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 27.3% | — | ||
| Q2 24 | 39.1% | — |
资本支出强度BXPSPNT
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 8.2% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 8.3% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 4.1% | — |
现金转化率BXPSPNT
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | -0.11× | ||
| Q3 25 | — | 1.71× | ||
| Q2 25 | 3.97× | 0.98× | ||
| Q1 25 | 3.43× | -1.44× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 6.84× | ||
| Q2 24 | 4.61× | -1.32× |
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% |
SPNT
暂无分部数据
