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BXP, Inc.（BXP）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是BXP, Inc.的1.1倍（$934.8M vs $872.1M），BXP, Inc.净利率更高（15.3% vs 9.3%，领先5.9%），森萨塔科技同比增速更快（2.6% vs 0.8%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
BXP vs ST — 直观对比
营收规模更大
ST
是对方的1.1倍
$872.1M
营收增速更快
ST
高出1.8%
0.8%
净利率更高
BXP
高出5.9%
9.3%
两年增速更快
BXP
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $934.8M |
| 净利润 | $133.0M | $87.1M |
| 毛利率 | — | 30.6% |
| 营业利润率 | — | 15.1% |
| 净利率 | 15.3% | 9.3% |
| 营收同比 | 0.8% | 2.6% |
| 净利润同比 | 53.0% | 24.6% |
| 每股收益（稀释后） | $1.69 | $0.59 |
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BXPST
| Q1 26 | $872.1M | $934.8M | ||
| Q4 25 | $877.1M | $917.9M | ||
| Q3 25 | $871.5M | $932.0M | ||
| Q2 25 | $868.5M | $943.4M | ||
| Q1 25 | $865.2M | $911.3M | ||
| Q4 24 | $858.6M | $907.7M | ||
| Q3 24 | $859.2M | $982.8M | ||
| Q2 24 | $850.5M | $1.0B |
净利润BXPST
| Q1 26 | $133.0M | $87.1M | ||
| Q4 25 | $248.4M | $63.2M | ||
| Q3 25 | $-121.7M | $-162.5M | ||
| Q2 25 | $89.0M | $60.7M | ||
| Q1 25 | $61.2M | $69.9M | ||
| Q4 24 | $-228.9M | $5.8M | ||
| Q3 24 | $83.6M | $-25.0M | ||
| Q2 24 | $79.6M | $71.7M |
毛利率BXPST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 58.8% | 29.0% | ||
| Q3 25 | 59.3% | 27.8% | ||
| Q2 25 | 59.2% | 30.3% | ||
| Q1 25 | 59.2% | 29.9% | ||
| Q4 24 | 59.7% | 27.1% | ||
| Q3 24 | 59.5% | 28.6% | ||
| Q2 24 | 59.8% | 30.0% |
营业利润率BXPST
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | -13.2% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | -20.3% | ||
| Q2 24 | — | 12.5% |
净利率BXPST
| Q1 26 | 15.3% | 9.3% | ||
| Q4 25 | 28.3% | 6.9% | ||
| Q3 25 | -14.0% | -17.4% | ||
| Q2 25 | 10.2% | 6.4% | ||
| Q1 25 | 7.1% | 7.7% | ||
| Q4 24 | -26.7% | 0.6% | ||
| Q3 24 | 9.7% | -2.5% | ||
| Q2 24 | 9.4% | 6.9% |
每股收益（稀释后）BXPST
| Q1 26 | $1.69 | $0.59 | ||
| Q4 25 | $1.56 | $0.45 | ||
| Q3 25 | $-0.77 | $-1.12 | ||
| Q2 25 | $0.56 | $0.41 | ||
| Q1 25 | $0.39 | $0.47 | ||
| Q4 24 | $-1.46 | $0.05 | ||
| Q3 24 | $0.53 | $-0.17 | ||
| Q2 24 | $0.51 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $2.9B |
| 总资产 | $25.1B | $6.8B |
| 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BXPST
| Q1 26 | $512.8M | $635.1M | ||
| Q4 25 | $1.5B | $573.0M | ||
| Q3 25 | $861.1M | $791.3M | ||
| Q2 25 | $447.0M | $661.8M | ||
| Q1 25 | $398.1M | $588.1M | ||
| Q4 24 | $1.3B | $593.7M | ||
| Q3 24 | $1.4B | $506.2M | ||
| Q2 24 | $685.4M | $1.0B |
总债务BXPST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BXPST
| Q1 26 | $7.7B | $2.9B | ||
| Q4 25 | $5.1B | $2.8B | ||
| Q3 25 | $5.0B | $2.7B | ||
| Q2 25 | $5.3B | $2.9B | ||
| Q1 25 | $5.3B | $2.8B | ||
| Q4 24 | $5.4B | $2.9B | ||
| Q3 24 | $5.8B | $3.0B | ||
| Q2 24 | $5.8B | $3.0B |
总资产BXPST
| Q1 26 | $25.1B | $6.8B | ||
| Q4 25 | $26.2B | $6.8B | ||
| Q3 25 | $26.0B | $7.1B | ||
| Q2 25 | $25.6B | $7.3B | ||
| Q1 25 | $25.4B | $7.2B | ||
| Q4 24 | $26.1B | $7.1B | ||
| Q3 24 | $26.4B | $7.3B | ||
| Q2 24 | $25.5B | $8.2B |
负债/权益比BXPST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 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 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流BXPST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $407.8M | $201.5M | ||
| Q3 25 | $274.2M | $159.9M | ||
| Q2 25 | $353.1M | $140.9M | ||
| Q1 25 | $210.0M | $119.2M | ||
| Q4 24 | $383.7M | $170.7M | ||
| Q3 24 | $286.1M | $130.9M | ||
| Q2 24 | $367.1M | $143.5M |
自由现金流BXPST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $362.7M | $151.9M | ||
| Q3 25 | $231.6M | $136.2M | ||
| Q2 25 | $281.5M | $115.5M | ||
| Q1 25 | $152.6M | $86.6M | ||
| Q4 24 | $312.5M | $138.9M | ||
| Q3 24 | $234.5M | $91.3M | ||
| Q2 24 | $332.4M | $98.4M |
自由现金流率BXPST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 41.4% | 16.6% | ||
| Q3 25 | 26.6% | 14.6% | ||
| Q2 25 | 32.4% | 12.2% | ||
| Q1 25 | 17.6% | 9.5% | ||
| Q4 24 | 36.4% | 15.3% | ||
| Q3 24 | 27.3% | 9.3% | ||
| Q2 24 | 39.1% | 9.5% |
资本支出强度BXPST
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 5.4% | ||
| Q3 25 | 4.9% | 2.5% | ||
| Q2 25 | 8.2% | 2.7% | ||
| Q1 25 | 6.6% | 3.6% | ||
| Q4 24 | 8.3% | 3.5% | ||
| Q3 24 | 6.0% | 4.0% | ||
| Q2 24 | 4.1% | 4.4% |
现金转化率BXPST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.64× | 3.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | 2.32× | ||
| Q1 25 | 3.43× | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | 2.00× |
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% |
ST
暂无分部数据
