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BXP, Inc.(BXP)与Ultra Clean Holdings, Inc.(UCTT)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Ultra Clean Holdings, Inc.的1.6倍($872.1M vs $533.7M),BXP, Inc.净利率更高(15.3% vs -2.8%,领先18.1%),Ultra Clean Holdings, Inc.同比增速更快(2.9% vs 0.8%),过去两年Ultra Clean Holdings, Inc.的营收复合增速更高(1.7% 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。
Ultra Clean Holdings是面向半导体、先进显示及生命科学领域的全球供应商,核心业务涵盖关键子系统制造、超高纯清洗服务及精密工艺组件供应,业务覆盖北美、亚洲、欧洲,服务头部晶圆厂及高科技设备制造商。
BXP vs UCTT — 直观对比
营收规模更大
BXP
是对方的1.6倍
$533.7M
营收增速更快
UCTT
高出2.1%
0.8%
净利率更高
BXP
高出18.1%
-2.8%
两年增速更快
UCTT
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $533.7M |
| 净利润 | $133.0M | $-15.0M |
| 毛利率 | — | 12.2% |
| 营业利润率 | — | 2.1% |
| 净利率 | 15.3% | -2.8% |
| 营收同比 | 0.8% | 2.9% |
| 净利润同比 | 53.0% | -500.0% |
| 每股收益(稀释后) | $1.69 | $-0.40 |
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
UCTT
| Q1 26 | $872.1M | $533.7M | ||
| Q4 25 | $877.1M | $506.6M | ||
| Q3 25 | $871.5M | $510.0M | ||
| Q2 25 | $868.5M | $518.8M | ||
| Q1 25 | $865.2M | $518.6M | ||
| Q4 24 | $858.6M | $563.4M | ||
| Q3 24 | $859.2M | $540.4M | ||
| Q2 24 | $850.5M | $516.1M |
净利润
BXP
UCTT
| Q1 26 | $133.0M | $-15.0M | ||
| Q4 25 | $248.4M | $-3.3M | ||
| Q3 25 | $-121.7M | $-10.9M | ||
| Q2 25 | $89.0M | $-162.0M | ||
| Q1 25 | $61.2M | $-5.0M | ||
| Q4 24 | $-228.9M | $16.3M | ||
| Q3 24 | $83.6M | $-2.3M | ||
| Q2 24 | $79.6M | $19.1M |
毛利率
BXP
UCTT
| Q1 26 | — | 12.2% | ||
| Q4 25 | 58.8% | 15.2% | ||
| Q3 25 | 59.3% | 16.1% | ||
| Q2 25 | 59.2% | 15.3% | ||
| Q1 25 | 59.2% | 16.2% | ||
| Q4 24 | 59.7% | 16.3% | ||
| Q3 24 | 59.5% | 17.3% | ||
| Q2 24 | 59.8% | 17.1% |
营业利润率
BXP
UCTT
| Q1 26 | — | 2.1% | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | -27.3% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 4.4% |
净利率
BXP
UCTT
| Q1 26 | 15.3% | -2.8% | ||
| Q4 25 | 28.3% | -0.7% | ||
| Q3 25 | -14.0% | -2.1% | ||
| Q2 25 | 10.2% | -31.2% | ||
| Q1 25 | 7.1% | -1.0% | ||
| Q4 24 | -26.7% | 2.9% | ||
| Q3 24 | 9.7% | -0.4% | ||
| Q2 24 | 9.4% | 3.7% |
每股收益(稀释后)
BXP
UCTT
| Q1 26 | $1.69 | $-0.40 | ||
| Q4 25 | $1.56 | $-0.07 | ||
| Q3 25 | $-0.77 | $-0.24 | ||
| Q2 25 | $0.56 | $-3.58 | ||
| Q1 25 | $0.39 | $-0.11 | ||
| Q4 24 | $-1.46 | $0.36 | ||
| Q3 24 | $0.53 | $-0.05 | ||
| Q2 24 | $0.51 | $0.42 |
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 | $323.5M |
| 总债务越低越好 | — | $601.9M |
| 股东权益账面价值 | $7.7B | $702.1M |
| 总资产 | $25.1B | $1.9B |
| 负债/权益比越低杠杆越低 | — | 0.86× |
8季度趋势,按日历期对齐
现金及短期投资
BXP
UCTT
| Q1 26 | $512.8M | $323.5M | ||
| Q4 25 | $1.5B | $311.8M | ||
| Q3 25 | $861.1M | $314.1M | ||
| Q2 25 | $447.0M | $327.4M | ||
| Q1 25 | $398.1M | $317.6M | ||
| Q4 24 | $1.3B | $313.9M | ||
| Q3 24 | $1.4B | $318.2M | ||
| Q2 24 | $685.4M | $319.5M |
总债务
BXP
UCTT
| Q1 26 | — | $601.9M | ||
| Q4 25 | — | $481.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $499.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BXP
UCTT
| Q1 26 | $7.7B | $702.1M | ||
| Q4 25 | $5.1B | $711.0M | ||
| Q3 25 | $5.0B | $709.9M | ||
| Q2 25 | $5.3B | $719.4M | ||
| Q1 25 | $5.3B | $872.0M | ||
| Q4 24 | $5.4B | $873.6M | ||
| Q3 24 | $5.8B | $857.9M | ||
| Q2 24 | $5.8B | $852.3M |
总资产
BXP
UCTT
| Q1 26 | $25.1B | $1.9B | ||
| Q4 25 | $26.2B | $1.7B | ||
| Q3 25 | $26.0B | $1.7B | ||
| Q2 25 | $25.6B | $1.7B | ||
| Q1 25 | $25.4B | $1.9B | ||
| Q4 24 | $26.1B | $1.9B | ||
| Q3 24 | $26.4B | $1.9B | ||
| Q2 24 | $25.5B | $1.9B |
负债/权益比
BXP
UCTT
| Q1 26 | — | 0.86× | ||
| Q4 25 | — | 0.68× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
UCTT
| Products | $465.7M | 87% |
| Services | $68.0M | 13% |