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BXP, Inc.（BXP）与TreeHouse Foods, Inc.（THS）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TreeHouse Foods, Inc.的1.0倍（$872.1M vs $840.3M），BXP, Inc.净利率更高（15.3% vs -31.6%，领先46.9%），BXP, Inc.同比增速更快（0.8% vs 0.1%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -3.9%）
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。
树屋食品公司是一家跨国食品加工企业，主打贴牌包装食品生产，总部位于美国伊利诺伊州奥克布鲁克，2005年成立后完全通过收购拓展业务。2010年该公司销售额达20亿美元，在20座工厂拥有超4000名员工，曾获评《食品加工》杂志2010年度加工企业，被称为“你没听过的大型企业”。
BXP vs THS — 直观对比
营收规模更大
BXP
是对方的1.0倍
$840.3M
营收增速更快
BXP
高出0.7%
0.1%
净利率更高
BXP
高出46.9%
-31.6%
两年增速更快
BXP
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $840.3M |
| 净利润 | $133.0M | $-265.8M |
| 毛利率 | — | 18.8% |
| 营业利润率 | — | -30.2% |
| 净利率 | 15.3% | -31.6% |
| 营收同比 | 0.8% | 0.1% |
| 净利润同比 | 53.0% | -7717.6% |
| 每股收益（稀释后） | $1.69 | $-5.26 |
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BXPTHS
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | — | ||
| Q3 25 | $871.5M | $840.3M | ||
| Q2 25 | $868.5M | $798.0M | ||
| Q1 25 | $865.2M | $792.0M | ||
| Q4 24 | $858.6M | $905.7M | ||
| Q3 24 | $859.2M | $839.1M | ||
| Q2 24 | $850.5M | $788.5M |
净利润BXPTHS
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | — | ||
| Q3 25 | $-121.7M | $-265.8M | ||
| Q2 25 | $89.0M | $-2.9M | ||
| Q1 25 | $61.2M | $-31.8M | ||
| Q4 24 | $-228.9M | $58.7M | ||
| Q3 24 | $83.6M | $-3.4M | ||
| Q2 24 | $79.6M | $-16.7M |
毛利率BXPTHS
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | 18.8% | ||
| Q2 25 | 59.2% | 17.4% | ||
| Q1 25 | 59.2% | 14.5% | ||
| Q4 24 | 59.7% | 19.5% | ||
| Q3 24 | 59.5% | 15.6% | ||
| Q2 24 | 59.8% | 16.3% |
营业利润率BXPTHS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -30.2% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | -0.7% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | -0.5% |
净利率BXPTHS
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | -14.0% | -31.6% | ||
| Q2 25 | 10.2% | -0.4% | ||
| Q1 25 | 7.1% | -4.0% | ||
| Q4 24 | -26.7% | 6.5% | ||
| Q3 24 | 9.7% | -0.4% | ||
| Q2 24 | 9.4% | -2.1% |
每股收益（稀释后）BXPTHS
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | — | ||
| Q3 25 | $-0.77 | $-5.26 | ||
| Q2 25 | $0.56 | $-0.06 | ||
| Q1 25 | $0.39 | $-0.63 | ||
| Q4 24 | $-1.46 | $1.12 | ||
| Q3 24 | $0.53 | $-0.07 | ||
| Q2 24 | $0.51 | $-0.32 |
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 | $21.0M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $7.7B | $1.3B |
| 总资产 | $25.1B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资BXPTHS
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $861.1M | $21.0M | ||
| Q2 25 | $447.0M | $17.1M | ||
| Q1 25 | $398.1M | $16.4M | ||
| Q4 24 | $1.3B | $289.6M | ||
| Q3 24 | $1.4B | $102.0M | ||
| Q2 24 | $685.4M | $105.8M |
总债务BXPTHS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
股东权益BXPTHS
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.0B | $1.3B | ||
| Q2 25 | $5.3B | $1.5B | ||
| Q1 25 | $5.3B | $1.5B | ||
| Q4 24 | $5.4B | $1.5B | ||
| Q3 24 | $5.8B | $1.6B | ||
| Q2 24 | $5.8B | $1.6B |
总资产BXPTHS
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | — | ||
| Q3 25 | $26.0B | $3.8B | ||
| Q2 25 | $25.6B | $4.0B | ||
| Q1 25 | $25.4B | $3.9B | ||
| Q4 24 | $26.1B | $4.0B | ||
| Q3 24 | $26.4B | $4.0B | ||
| Q2 24 | $25.5B | $3.9B |
负债/权益比BXPTHS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | 0.90× |
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 | — | $38.2M |
| 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 | — | — |
| 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BXPTHS
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | — | ||
| Q3 25 | $274.2M | $38.2M | ||
| Q2 25 | $353.1M | $-47.2M | ||
| Q1 25 | $210.0M | $-53.5M | ||
| Q4 24 | $383.7M | $296.2M | ||
| Q3 24 | $286.1M | $41.4M | ||
| Q2 24 | $367.1M | $-19.4M |
自由现金流BXPTHS
| 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 | $-42.2M |
自由现金流率BXPTHS
| 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% | -5.4% |
资本支出强度BXPTHS
| 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% | 2.9% |
现金转化率BXPTHS
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | 5.05× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | — |
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% |
THS
| Retail Grocery Customers | $670.6M | 80% |
| Food Away From Home And Other | $85.3M | 10% |
| Co Manufacturing | $84.4M | 10% |
