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BXP, Inc.（BXP）与Petco Health & Wellness Company, Inc.（WOOF）财务数据对比。点击上方公司名可切换其他公司
Petco Health & Wellness Company, 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 0.6%，领先14.6%），BXP, Inc.同比增速更快（0.8% vs -3.1%），过去两年BXP, Inc.的营收复合增速更高（1.3% vs -6.5%）
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。
Petco健康与 wellness公司是美国知名宠物零售商，总部分别设于圣迭戈与圣安东尼奥。公司主营宠物食品、宠物用品及相关宠物服务，同时也售卖部分品类的活宠小型宠物，是北美宠物零售领域的老牌企业。
BXP vs WOOF — 直观对比
营收规模更大
WOOF
是对方的1.7倍
$872.1M
营收增速更快
BXP
高出3.9%
-3.1%
净利率更高
BXP
高出14.6%
0.6%
两年增速更快
BXP
近两年复合增速
-6.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $872.1M | $1.5B |
| 净利润 | $133.0M | $9.3M |
| 毛利率 | — | 38.9% |
| 营业利润率 | — | 2.0% |
| 净利率 | 15.3% | 0.6% |
| 营收同比 | 0.8% | -3.1% |
| 净利润同比 | 53.0% | 156.0% |
| 每股收益（稀释后） | $1.69 | $0.03 |
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BXPWOOF
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $1.5B | ||
| Q3 25 | $871.5M | $1.5B | ||
| Q2 25 | $868.5M | $1.5B | ||
| Q1 25 | $865.2M | $1.6B | ||
| Q4 24 | $858.6M | $1.5B | ||
| Q3 24 | $859.2M | $1.5B | ||
| Q2 24 | $850.5M | $1.5B |
净利润BXPWOOF
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $9.3M | ||
| Q3 25 | $-121.7M | $14.0M | ||
| Q2 25 | $89.0M | $-11.7M | ||
| Q1 25 | $61.2M | $-13.8M | ||
| Q4 24 | $-228.9M | $-16.7M | ||
| Q3 24 | $83.6M | $-24.8M | ||
| Q2 24 | $79.6M | $-46.5M |
毛利率BXPWOOF
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 38.9% | ||
| Q3 25 | 59.3% | 39.3% | ||
| Q2 25 | 59.2% | 38.2% | ||
| Q1 25 | 59.2% | 38.0% | ||
| Q4 24 | 59.7% | 38.1% | ||
| Q3 24 | 59.5% | 38.1% | ||
| Q2 24 | 59.8% | 37.8% |
营业利润率BXPWOOF
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | -1.1% |
净利率BXPWOOF
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 0.6% | ||
| Q3 25 | -14.0% | 0.9% | ||
| Q2 25 | 10.2% | -0.8% | ||
| Q1 25 | 7.1% | -0.9% | ||
| Q4 24 | -26.7% | -1.1% | ||
| Q3 24 | 9.7% | -1.6% | ||
| Q2 24 | 9.4% | -3.0% |
每股收益（稀释后）BXPWOOF
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $0.03 | ||
| Q3 25 | $-0.77 | $0.05 | ||
| Q2 25 | $0.56 | $-0.04 | ||
| Q1 25 | $0.39 | $-0.05 | ||
| Q4 24 | $-1.46 | $-0.06 | ||
| Q3 24 | $0.53 | $-0.09 | ||
| Q2 24 | $0.51 | $-0.17 |
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 | $237.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $1.2B |
| 总资产 | $25.1B | $5.2B |
| 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BXPWOOF
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $237.4M | ||
| Q3 25 | $861.1M | $188.7M | ||
| Q2 25 | $447.0M | $133.3M | ||
| Q1 25 | $398.1M | $165.8M | ||
| Q4 24 | $1.3B | $116.7M | ||
| Q3 24 | $1.4B | $127.6M | ||
| Q2 24 | $685.4M | $89.7M |
股东权益BXPWOOF
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $1.2B | ||
| Q3 25 | $5.0B | $1.1B | ||
| Q2 25 | $5.3B | $1.1B | ||
| Q1 25 | $5.3B | $1.1B | ||
| Q4 24 | $5.4B | $1.1B | ||
| Q3 24 | $5.8B | $1.1B | ||
| Q2 24 | $5.8B | $1.2B |
总资产BXPWOOF
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $5.2B | ||
| Q3 25 | $26.0B | $5.2B | ||
| Q2 25 | $25.6B | $5.1B | ||
| Q1 25 | $25.4B | $5.2B | ||
| Q4 24 | $26.1B | $5.2B | ||
| Q3 24 | $26.4B | $5.3B | ||
| Q2 24 | $25.5B | $5.3B |
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 | — | $90.1M |
| 自由现金流经营现金流 - 资本支出 | — | $60.6M |
| 自由现金流率自由现金流/营收 | — | 4.1% |
| 资本支出强度资本支出/营收 | 1.5% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 9.66× |
| 过去12个月自由现金流最近4个季度 | — | $129.6M |
8季度趋势，按日历期对齐
经营现金流BXPWOOF
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $90.1M | ||
| Q3 25 | $274.2M | $85.9M | ||
| Q2 25 | $353.1M | $-15.5M | ||
| Q1 25 | $210.0M | $96.0M | ||
| Q4 24 | $383.7M | $20.7M | ||
| Q3 24 | $286.1M | $69.4M | ||
| Q2 24 | $367.1M | $-8.4M |
自由现金流BXPWOOF
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $60.6M | ||
| Q3 25 | $231.6M | $53.8M | ||
| Q2 25 | $281.5M | $-43.9M | ||
| Q1 25 | $152.6M | $59.0M | ||
| Q4 24 | $312.5M | $-10.3M | ||
| Q3 24 | $234.5M | $42.0M | ||
| Q2 24 | $332.4M | $-41.1M |
自由现金流率BXPWOOF
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 4.1% | ||
| Q3 25 | 26.6% | 3.6% | ||
| Q2 25 | 32.4% | -2.9% | ||
| Q1 25 | 17.6% | 3.8% | ||
| Q4 24 | 36.4% | -0.7% | ||
| Q3 24 | 27.3% | 2.8% | ||
| Q2 24 | 39.1% | -2.7% |
资本支出强度BXPWOOF
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 2.0% | ||
| Q3 25 | 4.9% | 2.2% | ||
| Q2 25 | 8.2% | 1.9% | ||
| Q1 25 | 6.6% | 2.4% | ||
| Q4 24 | 8.3% | 2.1% | ||
| Q3 24 | 6.0% | 1.8% | ||
| Q2 24 | 4.1% | 2.1% |
现金转化率BXPWOOF
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 9.66× | ||
| Q3 25 | — | 6.15× | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | — | ||
| 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% |
WOOF
| Consumables | $731.5M | 50% |
| Supplies And Companion Animals | $478.1M | 33% |
| Services & Other | $254.8M | 17% |
