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BXP, Inc.（BXP）与TWILIO INC（TWLO）财务数据对比。点击上方公司名可切换其他公司
TWILIO INC的季度营收约是BXP, Inc.的1.6倍（$1.4B vs $872.1M），BXP, Inc.净利率更高（15.3% vs 6.4%，领先8.9%），过去两年TWILIO INC的营收复合增速更高（14.0% 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。
Twilio是总部位于美国加利福尼亚州旧金山的云通信企业，提供可编程通信工具，用户可通过其网页服务API实现拨打接听电话、收发短信等多种通信功能，方便企业灵活搭建适配自身需求的通信解决方案，降低相关技术的自研投入。
BXP vs TWLO — 直观对比
营收规模更大
TWLO
是对方的1.6倍
$872.1M
净利率更高
BXP
高出8.9%
6.4%
两年增速更快
TWLO
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.4B |
| 净利润 | $133.0M | $90.0M |
| 毛利率 | — | 48.6% |
| 营业利润率 | — | 7.7% |
| 净利率 | 15.3% | 6.4% |
| 营收同比 | 0.8% | — |
| 净利润同比 | 53.0% | — |
| 每股收益（稀释后） | $1.69 | $0.57 |
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BXPTWLO
| Q1 26 | $872.1M | $1.4B | ||
| Q4 25 | $877.1M | $1.4B | ||
| Q3 25 | $871.5M | $1.3B | ||
| Q2 25 | $868.5M | $1.2B | ||
| Q1 25 | $865.2M | $1.2B | ||
| Q4 24 | $858.6M | $1.2B | ||
| Q3 24 | $859.2M | $1.1B | ||
| Q2 24 | $850.5M | $1.1B |
净利润BXPTWLO
| Q1 26 | $133.0M | $90.0M | ||
| Q4 25 | $248.4M | $-45.9M | ||
| Q3 25 | $-121.7M | $37.2M | ||
| Q2 25 | $89.0M | $22.4M | ||
| Q1 25 | $61.2M | $20.0M | ||
| Q4 24 | $-228.9M | $-12.5M | ||
| Q3 24 | $83.6M | $-9.7M | ||
| Q2 24 | $79.6M | $-31.9M |
毛利率BXPTWLO
| Q1 26 | — | 48.6% | ||
| Q4 25 | 58.8% | 48.5% | ||
| Q3 25 | 59.3% | 48.6% | ||
| Q2 25 | 59.2% | 49.1% | ||
| Q1 25 | 59.2% | 49.6% | ||
| Q4 24 | 59.7% | 50.2% | ||
| Q3 24 | 59.5% | 51.0% | ||
| Q2 24 | 59.8% | 51.3% |
营业利润率BXPTWLO
| Q1 26 | — | 7.7% | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | -1.8% |
净利率BXPTWLO
| Q1 26 | 15.3% | 6.4% | ||
| Q4 25 | 28.3% | -3.4% | ||
| Q3 25 | -14.0% | 2.9% | ||
| Q2 25 | 10.2% | 1.8% | ||
| Q1 25 | 7.1% | 1.7% | ||
| Q4 24 | -26.7% | -1.0% | ||
| Q3 24 | 9.7% | -0.9% | ||
| Q2 24 | 9.4% | -2.9% |
每股收益（稀释后）BXPTWLO
| Q1 26 | $1.69 | $0.57 | ||
| Q4 25 | $1.56 | $-0.28 | ||
| Q3 25 | $-0.77 | $0.23 | ||
| Q2 25 | $0.56 | $0.14 | ||
| Q1 25 | $0.39 | $0.12 | ||
| Q4 24 | $-1.46 | $-0.10 | ||
| Q3 24 | $0.53 | $-0.06 | ||
| Q2 24 | $0.51 | $-0.19 |
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 | $542.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $7.8B |
| 总资产 | $25.1B | $9.6B |
| 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BXPTWLO
| Q1 26 | $512.8M | $542.0M | ||
| Q4 25 | $1.5B | $682.3M | ||
| Q3 25 | $861.1M | $734.8M | ||
| Q2 25 | $447.0M | $969.2M | ||
| Q1 25 | $398.1M | $467.1M | ||
| Q4 24 | $1.3B | $421.3M | ||
| Q3 24 | $1.4B | $584.0M | ||
| Q2 24 | $685.4M | $755.1M |
总债务BXPTWLO
| Q1 26 | — | — | ||
| Q4 25 | — | $992.3M | ||
| Q3 25 | — | $991.9M | ||
| Q2 25 | — | $991.4M | ||
| Q1 25 | — | $991.0M | ||
| Q4 24 | — | $990.6M | ||
| Q3 24 | — | $990.2M | ||
| Q2 24 | — | $989.8M |
股东权益BXPTWLO
| Q1 26 | $7.7B | $7.8B | ||
| Q4 25 | $5.1B | $7.8B | ||
| Q3 25 | $5.0B | $7.9B | ||
| Q2 25 | $5.3B | $8.0B | ||
| Q1 25 | $5.3B | $8.0B | ||
| Q4 24 | $5.4B | $8.0B | ||
| Q3 24 | $5.8B | $8.2B | ||
| Q2 24 | $5.8B | $8.7B |
总资产BXPTWLO
| Q1 26 | $25.1B | $9.6B | ||
| Q4 25 | $26.2B | $9.8B | ||
| Q3 25 | $26.0B | $9.7B | ||
| Q2 25 | $25.6B | $9.8B | ||
| Q1 25 | $25.4B | $9.8B | ||
| Q4 24 | $26.1B | $9.9B | ||
| Q3 24 | $26.4B | $10.0B | ||
| Q2 24 | $25.5B | $10.5B |
负债/权益比BXPTWLO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.13× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | 0.11× |
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 | — | $153.0M |
| 自由现金流经营现金流 - 资本支出 | — | $132.0M |
| 自由现金流率自由现金流/营收 | — | 9.4% |
| 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 | — | 1.70× |
| 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BXPTWLO
| Q1 26 | — | $153.0M | ||
| Q4 25 | $407.8M | $271.6M | ||
| Q3 25 | $274.2M | $263.6M | ||
| Q2 25 | $353.1M | $277.1M | ||
| Q1 25 | $210.0M | $191.0M | ||
| Q4 24 | $383.7M | $108.4M | ||
| Q3 24 | $286.1M | $204.3M | ||
| Q2 24 | $367.1M | $213.3M |
自由现金流BXPTWLO
| Q1 26 | — | $132.0M | ||
| 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BXPTWLO
| Q1 26 | — | 9.4% | ||
| 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BXPTWLO
| 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BXPTWLO
| Q1 26 | — | 1.70× | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | 7.08× | ||
| Q2 25 | 3.97× | 12.36× | ||
| Q1 25 | 3.43× | 9.54× | ||
| Q4 24 | — | — | ||
| 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% |
TWLO
暂无分部数据
