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BXP, Inc.（BXP）与TALOS ENERGY INC.（TALO）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TALOS ENERGY INC.的1.8倍（$872.1M vs $472.3M），BXP, Inc.同比增速更快（0.8% vs -7.9%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -7.3%）
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。
塔洛斯能源是一家专注于油气领域的企业，主要在美国墨西哥湾沿岸及墨西哥湾区域开展石油、天然气资产的勘探、开发与生产运营业务，在离岸油气资源开发领域拥有成熟的项目运营经验与技术储备。
BXP vs TALO — 直观对比
营收规模更大
BXP
是对方的1.8倍
$472.3M
营收增速更快
BXP
高出8.7%
-7.9%
两年增速更快
BXP
近两年复合增速
-7.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $472.3M |
| 净利润 | $133.0M | — |
| 毛利率 | — | — |
| 营业利润率 | — | -25.3% |
| 净利率 | 15.3% | — |
| 营收同比 | 0.8% | -7.9% |
| 净利润同比 | 53.0% | — |
| 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BXPTALO
| Q1 26 | $872.1M | $472.3M | ||
| Q4 25 | $877.1M | $392.2M | ||
| Q3 25 | $871.5M | $450.1M | ||
| Q2 25 | $868.5M | $424.7M | ||
| Q1 25 | $865.2M | $513.1M | ||
| Q4 24 | $858.6M | $485.2M | ||
| Q3 24 | $859.2M | $509.3M | ||
| Q2 24 | $850.5M | $549.2M |
净利润BXPTALO
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-202.6M | ||
| Q3 25 | $-121.7M | $-95.9M | ||
| Q2 25 | $89.0M | $-185.9M | ||
| Q1 25 | $61.2M | $-9.9M | ||
| Q4 24 | $-228.9M | $-64.5M | ||
| Q3 24 | $83.6M | $88.2M | ||
| Q2 24 | $79.6M | $12.4M |
毛利率BXPTALO
| 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BXPTALO
| Q1 26 | — | -25.3% | ||
| Q4 25 | — | -62.2% | ||
| Q3 25 | — | -19.1% | ||
| Q2 25 | — | -64.4% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | — | 9.9% |
净利率BXPTALO
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -51.6% | ||
| Q3 25 | -14.0% | -21.3% | ||
| Q2 25 | 10.2% | -43.8% | ||
| Q1 25 | 7.1% | -1.9% | ||
| Q4 24 | -26.7% | -13.3% | ||
| Q3 24 | 9.7% | 17.3% | ||
| Q2 24 | 9.4% | 2.3% |
每股收益（稀释后）BXPTALO
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $-1.17 | ||
| Q3 25 | $-0.77 | $-0.55 | ||
| Q2 25 | $0.56 | $-1.05 | ||
| Q1 25 | $0.39 | $-0.05 | ||
| Q4 24 | $-1.46 | $-0.29 | ||
| Q3 24 | $0.53 | $0.49 | ||
| Q2 24 | $0.51 | $0.07 |
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 | $386.4M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $7.7B | $1.9B |
| 总资产 | $25.1B | $5.3B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资BXPTALO
| Q1 26 | $512.8M | $386.4M | ||
| Q4 25 | $1.5B | $362.8M | ||
| Q3 25 | $861.1M | $332.7M | ||
| Q2 25 | $447.0M | $357.3M | ||
| Q1 25 | $398.1M | $202.9M | ||
| Q4 24 | $1.3B | $108.2M | ||
| Q3 24 | $1.4B | $45.5M | ||
| Q2 24 | $685.4M | $37.8M |
总债务BXPTALO
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.4B |
股东权益BXPTALO
| Q1 26 | $7.7B | $1.9B | ||
| Q4 25 | $5.1B | $2.2B | ||
| Q3 25 | $5.0B | $2.4B | ||
| Q2 25 | $5.3B | $2.5B | ||
| Q1 25 | $5.3B | $2.7B | ||
| Q4 24 | $5.4B | $2.8B | ||
| Q3 24 | $5.8B | $2.8B | ||
| Q2 24 | $5.8B | $2.7B |
总资产BXPTALO
| Q1 26 | $25.1B | $5.3B | ||
| Q4 25 | $26.2B | $5.6B | ||
| Q3 25 | $26.0B | $5.7B | ||
| Q2 25 | $25.6B | $5.9B | ||
| Q1 25 | $25.4B | $6.1B | ||
| Q4 24 | $26.1B | $6.2B | ||
| Q3 24 | $26.4B | $6.4B | ||
| Q2 24 | $25.5B | $6.4B |
负债/权益比BXPTALO
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.44× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.53× |
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 | — | $174.0M |
| 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% | 25.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 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BXPTALO
| Q1 26 | — | $174.0M | ||
| Q4 25 | $407.8M | $201.8M | ||
| Q3 25 | $274.2M | $114.2M | ||
| Q2 25 | $353.1M | $351.6M | ||
| Q1 25 | $210.0M | $268.2M | ||
| Q4 24 | $383.7M | $349.3M | ||
| Q3 24 | $286.1M | $227.5M | ||
| Q2 24 | $367.1M | $289.4M |
自由现金流BXPTALO
| 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BXPTALO
| 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BXPTALO
| Q1 26 | 1.5% | 25.2% | ||
| 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BXPTALO
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.42× | 2.58× | ||
| Q2 24 | 4.61× | 23.37× |
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% |
TALO
| Oil | $408.0M | 86% |
| Natural gas | $52.9M | 11% |
| NGL | $11.4M | 2% |
