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BXP, Inc.(BXP)与Texas Roadhouse, Inc.(TXRH)财务数据对比。点击上方公司名可切换其他公司
Texas Roadhouse, Inc.的季度营收约是BXP, Inc.的1.7倍($1.5B vs $872.1M),BXP, Inc.净利率更高(15.3% vs 5.8%,领先9.4%),Texas Roadhouse, Inc.同比增速更快(3.1% vs 0.8%),过去两年Texas Roadhouse, Inc.的营收复合增速更高(12.8% 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。
Texas Roadhouse是美国知名牛排连锁餐厅,主打德克萨斯及美国西南部风味餐食,核心产品为各类牛排。品牌总部位于肯塔基州路易斯维尔,旗下还运营另外两个餐饮品牌。截至2025年8月,品牌在美国49个州拥有约800家门店,同时在11个国家开设了70家海外门店。
BXP vs TXRH — 直观对比
营收规模更大
TXRH
是对方的1.7倍
$872.1M
营收增速更快
TXRH
高出2.3%
0.8%
净利率更高
BXP
高出9.4%
5.8%
两年增速更快
TXRH
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $1.5B |
| 净利润 | $133.0M | $86.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.5% |
| 净利率 | 15.3% | 5.8% |
| 营收同比 | 0.8% | 3.1% |
| 净利润同比 | 53.0% | -26.9% |
| 每股收益(稀释后) | $1.69 | $1.29 |
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
TXRH
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $1.5B | ||
| Q3 25 | $871.5M | $1.4B | ||
| Q2 25 | $868.5M | $1.4B | ||
| Q1 25 | $865.2M | — | ||
| Q4 24 | $858.6M | $1.4B | ||
| Q3 24 | $859.2M | $1.3B | ||
| Q2 24 | $850.5M | $1.3B |
净利润
BXP
TXRH
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $86.7M | ||
| Q3 25 | $-121.7M | $84.9M | ||
| Q2 25 | $89.0M | $116.1M | ||
| Q1 25 | $61.2M | — | ||
| Q4 24 | $-228.9M | $118.5M | ||
| Q3 24 | $83.6M | $86.8M | ||
| Q2 24 | $79.6M | $123.1M |
毛利率
BXP
TXRH
| 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
BXP
TXRH
| Q1 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.6% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | — | 10.6% |
净利率
BXP
TXRH
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 5.8% | ||
| Q3 25 | -14.0% | 5.9% | ||
| Q2 25 | 10.2% | 8.0% | ||
| Q1 25 | 7.1% | — | ||
| Q4 24 | -26.7% | 8.2% | ||
| Q3 24 | 9.7% | 6.8% | ||
| Q2 24 | 9.4% | 9.2% |
每股收益(稀释后)
BXP
TXRH
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $1.29 | ||
| Q3 25 | $-0.77 | $1.25 | ||
| Q2 25 | $0.56 | $1.70 | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $-1.46 | $1.73 | ||
| Q3 24 | $0.53 | $1.26 | ||
| Q2 24 | $0.51 | $1.79 |
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 | $134.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $1.5B |
| 总资产 | $25.1B | $3.5B |
| 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
BXP
TXRH
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $134.7M | ||
| Q3 25 | $861.1M | $108.2M | ||
| Q2 25 | $447.0M | $221.1M | ||
| Q1 25 | $398.1M | — | ||
| Q4 24 | $1.3B | $245.2M | ||
| Q3 24 | $1.4B | $189.2M | ||
| Q2 24 | $685.4M | $197.5M |
股东权益
BXP
TXRH
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $1.5B | ||
| Q3 25 | $5.0B | $1.5B | ||
| Q2 25 | $5.3B | $1.4B | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.4B | $1.4B | ||
| Q3 24 | $5.8B | $1.3B | ||
| Q2 24 | $5.8B | $1.3B |
总资产
BXP
TXRH
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $3.5B | ||
| Q3 25 | $26.0B | $3.3B | ||
| Q2 25 | $25.6B | $3.2B | ||
| Q1 25 | $25.4B | — | ||
| Q4 24 | $26.1B | $3.2B | ||
| Q3 24 | $26.4B | $2.9B | ||
| Q2 24 | $25.5B | $2.9B |
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% |
TXRH
| Food And Beverage | $1.5B | 99% |
| Texas Roadhouse Segment | $21.2M | 1% |
| Franchise | $8.2M | 1% |
| Franchise Royalty | $7.4M | 0% |
| Bubba S33Segment | $2.3M | 0% |