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BXP, Inc.(BXP)与UFP INDUSTRIES INC(UFPI)财务数据对比。点击上方公司名可切换其他公司
UFP INDUSTRIES 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 3.5%,领先11.8%),BXP, Inc.同比增速更快(0.8% vs -8.4%),过去两年BXP, Inc.的营收复合增速更高(1.3% vs -12.3%)
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。
UFP工业是一家控股企业,业务覆盖零售、工业、建筑三大市场,总部位于美国密歇根州大急流城,1993年公开上市,旗下共有218家关联运营主体,面向零售、建筑、包装三大领域供应数万种产品。
BXP vs UFPI — 直观对比
营收规模更大
UFPI
是对方的1.7倍
$872.1M
营收增速更快
BXP
高出9.2%
-8.4%
净利率更高
BXP
高出11.8%
3.5%
两年增速更快
BXP
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $1.5B |
| 净利润 | $133.0M | $51.1M |
| 毛利率 | — | 16.1% |
| 营业利润率 | — | 4.4% |
| 净利率 | 15.3% | 3.5% |
| 营收同比 | 0.8% | -8.4% |
| 净利润同比 | 53.0% | -35.7% |
| 每股收益(稀释后) | $1.69 | $0.89 |
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
UFPI
| Q1 26 | $872.1M | $1.5B | ||
| Q4 25 | $877.1M | $1.3B | ||
| Q3 25 | $871.5M | $1.6B | ||
| Q2 25 | $868.5M | $1.8B | ||
| Q1 25 | $865.2M | $1.6B | ||
| Q4 24 | $858.6M | $1.5B | ||
| Q3 24 | $859.2M | $1.6B | ||
| Q2 24 | $850.5M | $1.9B |
净利润
BXP
UFPI
| Q1 26 | $133.0M | $51.1M | ||
| Q4 25 | $248.4M | $40.0M | ||
| Q3 25 | $-121.7M | $75.3M | ||
| Q2 25 | $89.0M | $100.7M | ||
| Q1 25 | $61.2M | $78.8M | ||
| Q4 24 | $-228.9M | $68.0M | ||
| Q3 24 | $83.6M | $99.8M | ||
| Q2 24 | $79.6M | $125.9M |
毛利率
BXP
UFPI
| Q1 26 | — | 16.1% | ||
| Q4 25 | 58.8% | 16.3% | ||
| Q3 25 | 59.3% | 16.8% | ||
| Q2 25 | 59.2% | 17.0% | ||
| Q1 25 | 59.2% | 16.8% | ||
| Q4 24 | 59.7% | 16.4% | ||
| Q3 24 | 59.5% | 18.1% | ||
| Q2 24 | 59.8% | 19.1% |
营业利润率
BXP
UFPI
| Q1 26 | — | 4.4% | ||
| Q4 25 | — | 4.4% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 5.8% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 8.4% |
净利率
BXP
UFPI
| Q1 26 | 15.3% | 3.5% | ||
| Q4 25 | 28.3% | 3.0% | ||
| Q3 25 | -14.0% | 4.8% | ||
| Q2 25 | 10.2% | 5.5% | ||
| Q1 25 | 7.1% | 4.9% | ||
| Q4 24 | -26.7% | 4.7% | ||
| Q3 24 | 9.7% | 6.1% | ||
| Q2 24 | 9.4% | 6.6% |
每股收益(稀释后)
BXP
UFPI
| Q1 26 | $1.69 | $0.89 | ||
| Q4 25 | $1.56 | $0.71 | ||
| Q3 25 | $-0.77 | $1.29 | ||
| Q2 25 | $0.56 | $1.70 | ||
| Q1 25 | $0.39 | $1.30 | ||
| Q4 24 | $-1.46 | $1.12 | ||
| Q3 24 | $0.53 | $1.64 | ||
| Q2 24 | $0.51 | $2.05 |
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 | $714.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | — |
| 总资产 | $25.1B | $4.0B |
| 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
UFPI
| Q1 26 | $512.8M | $714.5M | ||
| Q4 25 | $1.5B | $948.6M | ||
| Q3 25 | $861.1M | $1.0B | ||
| Q2 25 | $447.0M | $874.0M | ||
| Q1 25 | $398.1M | $934.3M | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $685.4M | $1.1B |
总债务
BXP
UFPI
| Q1 26 | — | — | ||
| Q4 25 | — | $229.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $234.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BXP
UFPI
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $3.1B | ||
| Q3 25 | $5.0B | $3.2B | ||
| Q2 25 | $5.3B | $3.1B | ||
| Q1 25 | $5.3B | $3.2B | ||
| Q4 24 | $5.4B | $3.2B | ||
| Q3 24 | $5.8B | $3.2B | ||
| Q2 24 | $5.8B | $3.1B |
总资产
BXP
UFPI
| Q1 26 | $25.1B | $4.0B | ||
| Q4 25 | $26.2B | $4.0B | ||
| Q3 25 | $26.0B | $4.1B | ||
| Q2 25 | $25.6B | $4.1B | ||
| Q1 25 | $25.4B | $4.2B | ||
| Q4 24 | $26.1B | $4.2B | ||
| Q3 24 | $26.4B | $4.2B | ||
| Q2 24 | $25.5B | $4.1B |
负债/权益比
BXP
UFPI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $-103.6M |
| 自由现金流经营现金流 - 资本支出 | — | $86.6M |
| 自由现金流率自由现金流/营收 | — | 5.9% |
| 资本支出强度资本支出/营收 | 1.5% | 3.3% |
| 现金转化率经营现金流/净利润 | — | -2.03× |
| 过去12个月自由现金流最近4个季度 | — | $539.0M |
8季度趋势,按日历期对齐
经营现金流
BXP
UFPI
| Q1 26 | — | $-103.6M | ||
| Q4 25 | $407.8M | $146.6M | ||
| Q3 25 | $274.2M | $286.0M | ||
| Q2 25 | $353.1M | $221.9M | ||
| Q1 25 | $210.0M | $-108.8M | ||
| Q4 24 | $383.7M | $144.9M | ||
| Q3 24 | $286.1M | $258.6M | ||
| Q2 24 | $367.1M | $255.9M |
自由现金流
BXP
UFPI
| Q1 26 | — | $86.6M | ||
| Q4 25 | $362.7M | $82.7M | ||
| Q3 25 | $231.6M | $210.2M | ||
| Q2 25 | $281.5M | $159.5M | ||
| Q1 25 | $152.6M | $-176.1M | ||
| Q4 24 | $312.5M | $78.1M | ||
| Q3 24 | $234.5M | $199.7M | ||
| Q2 24 | $332.4M | $198.4M |
自由现金流率
BXP
UFPI
| Q1 26 | — | 5.9% | ||
| Q4 25 | 41.4% | 6.2% | ||
| Q3 25 | 26.6% | 13.5% | ||
| Q2 25 | 32.4% | 8.7% | ||
| Q1 25 | 17.6% | -11.0% | ||
| Q4 24 | 36.4% | 5.3% | ||
| Q3 24 | 27.3% | 12.1% | ||
| Q2 24 | 39.1% | 10.4% |
资本支出强度
BXP
UFPI
| Q1 26 | 1.5% | 3.3% | ||
| Q4 25 | 5.1% | 4.8% | ||
| Q3 25 | 4.9% | 4.9% | ||
| Q2 25 | 8.2% | 3.4% | ||
| Q1 25 | 6.6% | 4.2% | ||
| Q4 24 | 8.3% | 4.6% | ||
| Q3 24 | 6.0% | 3.6% | ||
| Q2 24 | 4.1% | 3.0% |
现金转化率
BXP
UFPI
| Q1 26 | — | -2.03× | ||
| Q4 25 | 1.64× | 3.67× | ||
| Q3 25 | — | 3.80× | ||
| Q2 25 | 3.97× | 2.20× | ||
| Q1 25 | 3.43× | -1.38× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | 3.42× | 2.59× | ||
| Q2 24 | 4.61× | 2.03× |
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% |
UFPI
暂无分部数据