vs
BXP, Inc.(BXP)与STEWART INFORMATION SERVICES CORP(STC)财务数据对比。点击上方公司名可切换其他公司
BXP, Inc.的季度营收约是STEWART INFORMATION SERVICES CORP的1.1倍($872.1M vs $764.6M),BXP, Inc.净利率更高(15.3% vs 2.2%,领先13.0%),STEWART INFORMATION SERVICES CORP同比增速更快(27.7% vs 0.8%),过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高(12.7% 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。
斯图尔特信息服务公司(STC)是一家主营房地产信息、产权保险及交易管理服务的企业,旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业,为美国及全球市场提供相关产品与服务,总部位于得克萨斯州休斯敦,现有员工约6350人。
BXP vs STC — 直观对比
营收规模更大
BXP
是对方的1.1倍
$764.6M
营收增速更快
STC
高出26.9%
0.8%
净利率更高
BXP
高出13.0%
2.2%
两年增速更快
STC
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $764.6M |
| 净利润 | $133.0M | $17.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 15.3% | 2.2% |
| 营收同比 | 0.8% | 27.7% |
| 净利润同比 | 53.0% | 448.4% |
| 每股收益(稀释后) | $1.69 | — |
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
STC
| Q1 26 | $872.1M | $764.6M | ||
| Q4 25 | $877.1M | $790.6M | ||
| Q3 25 | $871.5M | $796.9M | ||
| Q2 25 | $868.5M | $722.2M | ||
| Q1 25 | $865.2M | $612.0M | ||
| Q4 24 | $858.6M | $665.9M | ||
| Q3 24 | $859.2M | $667.9M | ||
| Q2 24 | $850.5M | $602.2M |
净利润
BXP
STC
| Q1 26 | $133.0M | $17.0M | ||
| Q4 25 | $248.4M | $36.3M | ||
| Q3 25 | $-121.7M | $44.3M | ||
| Q2 25 | $89.0M | $31.9M | ||
| Q1 25 | $61.2M | $3.1M | ||
| Q4 24 | $-228.9M | $22.7M | ||
| Q3 24 | $83.6M | $30.1M | ||
| Q2 24 | $79.6M | $17.3M |
毛利率
BXP
STC
| 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
STC
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 4.8% |
净利率
BXP
STC
| Q1 26 | 15.3% | 2.2% | ||
| Q4 25 | 28.3% | 4.6% | ||
| Q3 25 | -14.0% | 5.6% | ||
| Q2 25 | 10.2% | 4.4% | ||
| Q1 25 | 7.1% | 0.5% | ||
| Q4 24 | -26.7% | 3.4% | ||
| Q3 24 | 9.7% | 4.5% | ||
| Q2 24 | 9.4% | 2.9% |
每股收益(稀释后)
BXP
STC
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $1.26 | ||
| Q3 25 | $-0.77 | $1.55 | ||
| Q2 25 | $0.56 | $1.13 | ||
| Q1 25 | $0.39 | $0.11 | ||
| Q4 24 | $-1.46 | $0.81 | ||
| Q3 24 | $0.53 | $1.07 | ||
| Q2 24 | $0.51 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | — |
| 总资产 | $25.1B | — |
| 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
STC
| Q1 26 | $512.8M | $317.5M | ||
| Q4 25 | $1.5B | $369.7M | ||
| Q3 25 | $861.1M | $233.2M | ||
| Q2 25 | $447.0M | $223.8M | ||
| Q1 25 | $398.1M | $194.2M | ||
| Q4 24 | $1.3B | $257.5M | ||
| Q3 24 | $1.4B | $228.7M | ||
| Q2 24 | $685.4M | $176.7M |
总债务
BXP
STC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BXP
STC
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $1.6B | ||
| Q3 25 | $5.0B | $1.5B | ||
| Q2 25 | $5.3B | $1.4B | ||
| Q1 25 | $5.3B | $1.4B | ||
| Q4 24 | $5.4B | $1.4B | ||
| Q3 24 | $5.8B | $1.4B | ||
| Q2 24 | $5.8B | $1.4B |
总资产
BXP
STC
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $3.3B | ||
| Q3 25 | $26.0B | $2.8B | ||
| Q2 25 | $25.6B | $2.8B | ||
| Q1 25 | $25.4B | $2.7B | ||
| Q4 24 | $26.1B | $2.7B | ||
| Q3 24 | $26.4B | $2.7B | ||
| Q2 24 | $25.5B | $2.6B |
负债/权益比
BXP
STC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |