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BXP, Inc.(BXP)与Titan Machinery Inc.(TITN)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Titan Machinery Inc.的1.4倍($872.1M vs $644.5M),BXP, Inc.净利率更高(15.3% vs 0.2%,领先15.1%),BXP, Inc.同比增速更快(0.8% vs -5.2%),过去两年BXP, Inc.的营收复合增速更高(1.3% vs -13.0%)
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。
泰坦机械是全球规模领先的农业与工程机械设备经销商,也是凯斯纽荷兰工业品牌最大的经销商之一,总部位于北达科他州西法戈,经营网点遍布美国中西部、澳大利亚、奥地利、保加利亚、德国、罗马尼亚及乌克兰,目前在纳斯达克挂牌上市,2023年总营收达22.09亿美元。
BXP vs TITN — 直观对比
营收规模更大
BXP
是对方的1.4倍
$644.5M
营收增速更快
BXP
高出6.0%
-5.2%
净利率更高
BXP
高出15.1%
0.2%
两年增速更快
BXP
近两年复合增速
-13.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $644.5M |
| 净利润 | $133.0M | $1.2M |
| 毛利率 | — | 17.2% |
| 营业利润率 | — | 1.6% |
| 净利率 | 15.3% | 0.2% |
| 营收同比 | 0.8% | -5.2% |
| 净利润同比 | 53.0% | -30.1% |
| 每股收益(稀释后) | $1.69 | $0.05 |
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
TITN
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $644.5M | ||
| Q3 25 | $871.5M | $546.4M | ||
| Q2 25 | $868.5M | $594.3M | ||
| Q1 25 | $865.2M | $759.9M | ||
| Q4 24 | $858.6M | $679.8M | ||
| Q3 24 | $859.2M | $633.7M | ||
| Q2 24 | $850.5M | $628.7M |
净利润
BXP
TITN
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $1.2M | ||
| Q3 25 | $-121.7M | $-6.0M | ||
| Q2 25 | $89.0M | $-13.2M | ||
| Q1 25 | $61.2M | $-43.8M | ||
| Q4 24 | $-228.9M | $1.7M | ||
| Q3 24 | $83.6M | $-4.3M | ||
| Q2 24 | $79.6M | $9.4M |
毛利率
BXP
TITN
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 17.2% | ||
| Q3 25 | 59.3% | 17.1% | ||
| Q2 25 | 59.2% | 15.3% | ||
| Q1 25 | 59.2% | 6.7% | ||
| Q4 24 | 59.7% | 16.3% | ||
| Q3 24 | 59.5% | 17.7% | ||
| Q2 24 | 59.8% | 19.4% |
营业利润率
BXP
TITN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | -1.0% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 3.6% |
净利率
BXP
TITN
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 0.2% | ||
| Q3 25 | -14.0% | -1.1% | ||
| Q2 25 | 10.2% | -2.2% | ||
| Q1 25 | 7.1% | -5.8% | ||
| Q4 24 | -26.7% | 0.3% | ||
| Q3 24 | 9.7% | -0.7% | ||
| Q2 24 | 9.4% | 1.5% |
每股收益(稀释后)
BXP
TITN
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.05 | ||
| Q3 25 | $-0.77 | $-0.26 | ||
| Q2 25 | $0.56 | $-0.58 | ||
| Q1 25 | $0.39 | $-1.92 | ||
| Q4 24 | $-1.46 | $0.07 | ||
| Q3 24 | $0.53 | $-0.19 | ||
| Q2 24 | $0.51 | $0.41 |
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 | — |
| 总债务越低越好 | — | $176.6M |
| 股东权益账面价值 | $7.7B | $612.6M |
| 总资产 | $25.1B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
TITN
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $861.1M | — | ||
| Q2 25 | $447.0M | — | ||
| Q1 25 | $398.1M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $685.4M | — |
总债务
BXP
TITN
| Q1 26 | — | — | ||
| Q4 25 | — | $176.6M | ||
| Q3 25 | — | $164.5M | ||
| Q2 25 | — | $165.3M | ||
| Q1 25 | — | $168.7M | ||
| Q4 24 | — | $140.6M | ||
| Q3 24 | — | $126.6M | ||
| Q2 24 | — | $119.3M |
股东权益
BXP
TITN
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $612.6M | ||
| Q3 25 | $5.0B | $610.3M | ||
| Q2 25 | $5.3B | $605.4M | ||
| Q1 25 | $5.3B | $614.1M | ||
| Q4 24 | $5.4B | $668.2M | ||
| Q3 24 | $5.8B | $659.6M | ||
| Q2 24 | $5.8B | $662.6M |
总资产
BXP
TITN
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $1.8B | ||
| Q3 25 | $26.0B | $1.9B | ||
| Q2 25 | $25.6B | $1.8B | ||
| Q1 25 | $25.4B | $1.8B | ||
| Q4 24 | $26.1B | $2.1B | ||
| Q3 24 | $26.4B | $2.2B | ||
| Q2 24 | $25.5B | $2.1B |
负债/权益比
BXP
TITN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.18× |
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 | — | $34.0M |
| 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% | — |
| 现金转化率经营现金流/净利润 | — | 28.37× |
| 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
BXP
TITN
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $34.0M | ||
| Q3 25 | $274.2M | $43.7M | ||
| Q2 25 | $353.1M | $6.2M | ||
| Q1 25 | $210.0M | $126.5M | ||
| Q4 24 | $383.7M | $-8.8M | ||
| Q3 24 | $286.1M | $-15.0M | ||
| Q2 24 | $367.1M | $-32.4M |
自由现金流
BXP
TITN
| 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
BXP
TITN
| 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
BXP
TITN
| 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% | — |
现金转化率
BXP
TITN
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 28.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | — | -5.15× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | -3.43× |
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% |
TITN
| Agriculture Segment | $420.9M | 65% |
| Sales Of Parts | $122.3M | 19% |
| Service Sales | $48.9M | 8% |
| Australia_segment | $29.9M | 5% |
| Rental And Other | $13.3M | 2% |
| Rental | $10.3M | 2% |
| Other Revenue | $1.1M | 0% |