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BXP, Inc.（BXP）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是BXP, Inc.的1.2倍（$1.0B vs $872.1M），BXP, Inc.净利率更高（15.3% vs 7.6%，领先7.6%），思佳讯同比增速更快（8.6% vs 0.8%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
BXP vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.2倍
$872.1M
营收增速更快
SWKS
高出7.8%
0.8%
净利率更高
BXP
高出7.6%
7.6%
两年增速更快
BXP
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.0B |
| 净利润 | $133.0M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | — | 10.0% |
| 净利率 | 15.3% | 7.6% |
| 营收同比 | 0.8% | 8.6% |
| 净利润同比 | 53.0% | 15.3% |
| 每股收益（稀释后） | $1.69 | $0.53 |
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BXPSWKS
| Q1 26 | $872.1M | $1.0B | ||
| Q4 25 | $877.1M | $1.1B | ||
| Q3 25 | $871.5M | — | ||
| Q2 25 | $868.5M | $965.0M | ||
| Q1 25 | $865.2M | $953.2M | ||
| Q4 24 | $858.6M | $1.1B | ||
| Q3 24 | $859.2M | $1.0B | ||
| Q2 24 | $850.5M | $905.5M |
净利润BXPSWKS
| Q1 26 | $133.0M | $79.2M | ||
| Q4 25 | $248.4M | $141.4M | ||
| Q3 25 | $-121.7M | — | ||
| Q2 25 | $89.0M | $105.0M | ||
| Q1 25 | $61.2M | $68.7M | ||
| Q4 24 | $-228.9M | $162.0M | ||
| Q3 24 | $83.6M | $60.5M | ||
| Q2 24 | $79.6M | $120.9M |
毛利率BXPSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 58.8% | 40.7% | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | 41.6% | ||
| Q1 25 | 59.2% | 41.1% | ||
| Q4 24 | 59.7% | 41.4% | ||
| Q3 24 | 59.5% | 41.9% | ||
| Q2 24 | 59.8% | 40.2% |
营业利润率BXPSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 14.4% |
净利率BXPSWKS
| Q1 26 | 15.3% | 7.6% | ||
| Q4 25 | 28.3% | 12.9% | ||
| Q3 25 | -14.0% | — | ||
| Q2 25 | 10.2% | 10.9% | ||
| Q1 25 | 7.1% | 7.2% | ||
| Q4 24 | -26.7% | 15.2% | ||
| Q3 24 | 9.7% | 5.9% | ||
| Q2 24 | 9.4% | 13.4% |
每股收益（稀释后）BXPSWKS
| Q1 26 | $1.69 | $0.53 | ||
| Q4 25 | $1.56 | $0.95 | ||
| Q3 25 | $-0.77 | — | ||
| Q2 25 | $0.56 | $0.70 | ||
| Q1 25 | $0.39 | $0.43 | ||
| Q4 24 | $-1.46 | $1.00 | ||
| Q3 24 | $0.53 | $0.36 | ||
| Q2 24 | $0.51 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $7.7B | $5.8B |
| 总资产 | $25.1B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资BXPSWKS
| Q1 26 | $512.8M | $1.6B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | $1.3B | ||
| Q1 25 | $398.1M | $1.5B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $685.4M | $1.3B |
总债务BXPSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益BXPSWKS
| Q1 26 | $7.7B | $5.8B | ||
| Q4 25 | $5.1B | $5.8B | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.3B | $5.7B | ||
| Q1 25 | $5.3B | $5.9B | ||
| Q4 24 | $5.4B | $6.4B | ||
| Q3 24 | $5.8B | $6.3B | ||
| Q2 24 | $5.8B | $6.3B |
总资产BXPSWKS
| Q1 26 | $25.1B | $7.9B | ||
| Q4 25 | $26.2B | $7.9B | ||
| Q3 25 | $26.0B | — | ||
| Q2 25 | $25.6B | $7.7B | ||
| Q1 25 | $25.4B | $7.9B | ||
| Q4 24 | $26.1B | $8.3B | ||
| Q3 24 | $26.4B | $8.3B | ||
| Q2 24 | $25.5B | $8.2B |
负债/权益比BXPSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | 1.5% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流BXPSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $407.8M | $200.0M | ||
| Q3 25 | $274.2M | — | ||
| Q2 25 | $353.1M | $314.2M | ||
| Q1 25 | $210.0M | $409.4M | ||
| Q4 24 | $383.7M | $377.2M | ||
| Q3 24 | $286.1M | $476.1M | ||
| Q2 24 | $367.1M | $273.4M |
自由现金流BXPSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $362.7M | $144.0M | ||
| Q3 25 | $231.6M | — | ||
| Q2 25 | $281.5M | $252.7M | ||
| Q1 25 | $152.6M | $370.9M | ||
| Q4 24 | $312.5M | $338.2M | ||
| Q3 24 | $234.5M | $393.3M | ||
| Q2 24 | $332.4M | $249.0M |
自由现金流率BXPSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 41.4% | 13.1% | ||
| Q3 25 | 26.6% | — | ||
| Q2 25 | 32.4% | 26.2% | ||
| Q1 25 | 17.6% | 38.9% | ||
| Q4 24 | 36.4% | 31.7% | ||
| Q3 24 | 27.3% | 38.4% | ||
| Q2 24 | 39.1% | 27.5% |
资本支出强度BXPSWKS
| Q1 26 | 1.5% | 5.5% | ||
| Q4 25 | 5.1% | 5.1% | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 8.2% | 6.4% | ||
| Q1 25 | 6.6% | 4.0% | ||
| Q4 24 | 8.3% | 3.6% | ||
| Q3 24 | 6.0% | 8.1% | ||
| Q2 24 | 4.1% | 2.7% |
现金转化率BXPSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.64× | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | 2.99× | ||
| Q1 25 | 3.43× | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | 3.42× | 7.87× | ||
| Q2 24 | 4.61× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
