BXP, Inc.

NYSE:BXP 주식 리포트

시가총액: US$10.6b

BXP 과거 순이익 실적

과거 기준 점검 1/6

BXP의 수입은 연평균 -29.8%의 비율로 감소해 온 반면, Office REITs 산업은 수입이 연평균 4.4% 감소했습니다. 매출은 연평균 4.1%의 비율로 증가해 왔습니다. BXP의 자기자본이익률은 5.6%이고 순이익률은 9.9%입니다.

핵심 정보

-29.84%

순이익 성장률

-30.03%

주당순이익(EPS) 성장률

Office REITs 산업 성장률3.05%
매출 성장률4.10%
자기자본이익률5.57%
순이익률9.92%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha • Apr 29

BXP: Debt Overhang Limits Benefits Of Solid Q1 Leasing

Summary BXP remains a 'hold' as balance sheet leverage and the 343 Madison project continue to weigh on valuation. Q1 FFO was $1.59, beating estimates, but margins compressed due to rising operating expenses and ongoing DC market weakness. Occupancy is improving, with a 3% uplift expected in 2024 from leased-to-occupied pipeline, but major lease maturities loom post-2027. With a fair value of $63 and shares reflecting much of the downside, I see no rush to buy unless BXP falls toward $55. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 27

BXP: Gateway Leases And Development Projects Will Support Post AI Disruption Recovery

The analyst price target for BXP has been trimmed by $1.80 to reflect a series of recent target cuts across the Street, as analysts factor in updated occupancy expectations, the impact of AI related office demand concerns, and revised sector multiples. Analyst Commentary Recent research updates on BXP point to a reset in expectations, with multiple firms trimming price targets and at least one downgrade in rating.
내러티브 업데이트 • Apr 12

BXP: Gateway Offices And 360 Park Leases Will Support Post AI Disruption Recovery

The analyst price target for BXP has been reduced by about $1 to $71.10, as analysts factor in a slightly higher discount rate, modestly lower profit margin assumptions, and ongoing sector headwinds highlighted in recent research. Analyst Commentary Recent Street research on BXP shows a cluster of reduced price targets and one upgrade, reflecting mixed conviction around how the company can balance office sector risks with its development pipeline and current valuation.
내러티브 업데이트 • Mar 29

BXP: Gateway Office Portfolio And Long Leases Will Support Post AI Disruption Recovery

Analyst price targets for BXP have edged lower, with the modeled fair value moving from $73.15 to $72.35 as analysts factor in slightly softer profit margins, modestly higher revenue growth assumptions, and a series of reduced Street targets that reflect concerns about office demand and valuation multiples. Analyst Commentary Recent research on BXP centers on how evolving office demand, AI related job risk, and development returns feed into valuation and execution risk.
새 내러티브 • Mar 18

Premier Workplaces And AI Tenants Will Drive A Powerful Long Term Upside Story

Catalysts About BXP BXP is a large US office and mixed use REIT focused on premier workplace properties in major coastal central business districts and select multifamily and life science assets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Mar 14

BXP: High-End Gateway Portfolio And Long Leases Will Support 2026 Recovery

Our analyst price target for BXP has been trimmed by about $1.50 per share as analysts factor in slightly higher perceived risk, more cautious margin assumptions, and ongoing sector wide concerns around office demand and valuation multiples. Analyst Commentary Recent Street research on BXP clusters around a common theme of moderating expectations, but there is still a split between analysts who see scope for the company to execute on its portfolio strengths and those who are more focused on structural office headwinds and valuation risk.
새 내러티브 • Mar 04

Office Demand Shifts And Development Pipeline Will Reshape Premier CBD Cash Flows

Catalysts About BXP BXP is a real estate investment trust that owns, operates, and develops office, life science, and residential properties, with a focus on large coastal CBDs and premier workplace assets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Feb 28

BXP: Long Leases And Occupancy Trends Will Support 2026 Office Recovery

Narrative Update The BXP analyst price target in our framework shifts modestly lower from $76.50 to $74.65, as analysts incorporate lower group targets and a softer assumed future P/E multiple. This is tied to ongoing concerns that AI related disruption could pressure long term office demand and valuations.
내러티브 업데이트 • Feb 14

BXP: Occupancy And New Lease Commitments Will Support 2026 Office Recovery

The analyst price target for BXP has been trimmed by less than $1 to $76.50 as analysts factor in softer revenue growth and margins, along with a slightly higher assumed P/E multiple, following a series of recent target reductions and one upward revision across the Street. Analyst Commentary Recent research on BXP shows a split in opinion, with several firms cutting price targets while a few raise targets or upgrade ratings.
내러티브 업데이트 • Jan 31

BXP: Occupancy Gains And AI Gateway Offices Will Support Future Leasing Demand

Analysts have trimmed their price targets on BXP by a few dollars to align with a fair value estimate of about $77, as they balance expectations for occupancy gains and funds from operations growth against a slightly higher discount rate and more conservative P/E assumptions. Analyst Commentary Recent research on BXP reflects a split view, with some firms trimming price targets while others adjust ratings and targets upward as they reassess valuation, execution risk, and growth potential into 2026.
내러티브 업데이트 • Dec 24

BXP: AI Gateway Office Demand Will Drive Future Leasing Upside

Analysts have modestly trimmed their blended price target on BXP, reflecting a slightly lower fundamental fair value, a marginally higher discount rate, and mixed target revisions that range from Wells Fargo's reduction to $74 to Jefferies' and Scotiabank's recent increases toward the low to mid $80s. Analyst Commentary Recent Street research on BXP presents a balanced mix of optimism around long term demand drivers and caution around the current valuation and macro backdrop.
내러티브 업데이트 • Dec 10

BXP: AI Gateway Office Demand Will Drive Future Leasing And Returns

Analysts have modestly raised their average price target on BXP by a few dollars per share, to reflect resilient REIT operating trends and improving risk reward in AI driven gateway office markets, despite a slight softening in long term growth and margin assumptions. Analyst Commentary Recent research updates on BXP reflect a nuanced view of its valuation and execution, with modest target price revisions capturing both the upside from AI related office demand and lingering macro and sector specific risks.
내러티브 업데이트 • Nov 26

BXP: Future Demand From AI Tenants And Asset Sales Will Shape Returns

BXP’s analyst price target has been modestly revised as recent adjustments reflect shifts in market sentiment and updated expectations for revenue growth, profit margin, and valuations. Analysts are weighing both healthy operational conditions and mixed macroeconomic signals.
내러티브 업데이트 • Nov 12

BXP: Future Demand In Gateway Office Markets Will Drive Performance Amid Asset Sales

The analyst price target for BXP has been modestly increased from $79.50 to $79.80. Analysts point to expectations for higher profit margins and continued demand for office properties in key gateway markets.
내러티브 업데이트 • Oct 29

Gateway Office Demand And Disposition Plans Will Shape Performance Ahead

Analysts have modestly increased their price target for BXP to $79.50, citing improving revenue growth expectations and positive trends in key office markets that support the stock's outlook. Analyst Commentary Recent street research on BXP reflects a range of perspectives, with both bullish and bearish analysts weighing in on the company’s outlook.
내러티브 업데이트 • Oct 14

Premier Office Assets In NYC And Boston Will Attract Tenants

Narrative Update on BXP BXP's analyst price target has increased modestly from $78.22 to $79.45, as analysts cite ongoing strength in key gateway markets, continued development-driven growth, and an evolving office demand landscape shaped by artificial intelligence as supporting factors. Analyst Commentary Recent analyst updates reflect a mixed outlook on BXP, with varying takes on the company's valuation, growth prospects, and execution strategies following its latest investor presentations and sector developments.
내러티브 업데이트 • Sep 20

Premier Office Assets In NYC And Boston Will Attract Tenants

Analysts modestly raised BXP’s price target to $78.22, reflecting strong property performance and management’s strategic pivot toward residential development, though upside is tempered by larger asset sales, slower revenue growth, and share price gains. Analyst Commentary Bullish analysts highlight outperformance of BXP's trophy properties versus broader office assets, demonstrated higher occupancy trends, and progress on development-driven growth, with management showing confidence in future capital sources, including private equity.
내러티브 업데이트 • Sep 05

Premier Office Assets In NYC And Boston Will Attract Tenants

Analysts slightly reduced BXP's price targets amid sector-wide revisions, updated occupancy and interest expense assumptions, and raised risk premiums for office REITs following share price outperformance, resulting in an unchanged consensus fair value of $76.00. Analyst Commentary Bearish analysts have made modest downward adjustments to price targets reflecting updated occupancy and interest expense assumptions.
Seeking Alpha • Mar 24

BXP: Strong Player In Office Real Estate

Summary Boston Properties offers a 5.7% dividend yield, with properties in prime locations, making it attractive despite challenges in the office real estate market. Office space demand has declined, but high-quality A locations remain stable, presenting opportunities as BXP leases to financially strong Fortune 500 clients. Rising interest rates and debt refinancing pose risks, but potential rate cuts and stable rental income could improve financials and investor confidence. BXP's valuation and dividend yield are attractive compared to peers, making it a worthwhile investment amid current market conditions. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

BXP: A Hidden Gem In Office Space Revival

Summary I recommend buying Boston Properties due to its strong portfolio, solid financials, and potential for growth as office demand rebounds and interest rates decline. BXP's diverse tenant base, including major companies like Google and Microsoft, ensures stable rent collection and reduces concentration risk. The REIT's active development pipeline in life sciences, residential, and retail properties adds growth potential and diversification away from office properties. BXP's attractive valuation, high dividend yield of 5.3%, and potential for future dividend increases make it a compelling investment opportunity. Future interest rates can serve as a catalyst for growth as the cost of borrowing becomes more affordable. This can drive future growth as lower rates improve operating margins and can accelerate new developments. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

BXP, Inc.: Easy Money Has Been Made (Rating Downgrade)

Summary BXP, Inc.'s high-quality, centrally located, and young office portfolio positions it well to capture demand and maintain high occupancy rates. Easing macroeconomic pressures, such as declining interest rates and a shift away from remote work, benefit BXP's refinancing and long-term outlook. Despite risks like potential interest rate hikes and recession, BXP offers a solid 5% dividend yield and long-term price appreciation potential. Given significant appreciation, I downgrade BXP to a HOLD, expecting moderate returns and recommending holding shares rather than buying at current levels. Read the full article on Seeking Alpha
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새 내러티브 • Aug 22

Premier Workplaces And Sustainability Key To Transforming Real Estate Landscape

BXP's focus on premium workplaces and sustainability attracts higher occupancy and ESG investors, enhancing revenue and lowering capital costs.
Seeking Alpha • Jul 19

BXP, Inc.: A Well-Covered 6% Yield From A Premier Office REIT

Summary BXP offers a durable 6% yield with a low payout ratio and low valuation based on FFO. BXP has a well-leased office real estate portfolio concentrated in key office markets with strong lease metrics. Despite risks of high asset concentration and lack of dividend growth, BXP presents a strong value proposition for passive income investors. Read the full article on Seeking Alpha
Seeking Alpha • Jun 07

Boston Properties: Tentative Signs The Office Market Is Getting Less Weak (Rating Upgrade)

Summary Boston Properties' shares have gained 20% in the past year, but are still down over 50% from five years ago. The company's recent financial results showed flat year-over-year funds from operations (FFO) due to increased expenses, and re-leasing activity has been better than feared. The lack of office supply and successful leasing activity have made weakened the bearish argument about its future prospects. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

Boston Properties: Superior Property Portfolio But Office Outlook Remains Weak

Summary Boston Properties is a REIT that owns office real estate across major developed cities like Boston, Los Angeles, New York, San Francisco, Seattle, and Washington, DC. The company has a portfolio of good assets with lower vacancy rates than the comparables for similar property types in similar cities. Despite this, the office market outlook remains particularly weak and there are a number of trends like interest rate headwinds, work-from-home, and migration factors that are likely to persist. I rate shares as a 'hold' given the poor outlook for Downtown Class A properties, acknowledging that the dividend is likely safe and that the portfolio of assets have resilient tenants. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

BXP가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:BXP 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 263,1973171760
31 Dec 253,1532771690
30 Sep 253,425-2001630
30 Jun 253,41051610
31 Mar 253,397-41620
31 Dec 243,380141600
30 Sep 243,3443631660
30 Jun 243,3141671640
31 Mar 243,2831921640
31 Dec 233,2361901700
30 Sep 233,2011921670
30 Jun 233,1696641680
31 Mar 233,1287831590
31 Dec 223,0918481460
30 Sep 223,0389111440
30 Jun 222,9766591460
31 Mar 222,9135481500
31 Dec 212,8664961520
30 Sep 212,7893201490
30 Jun 212,7523011420
31 Mar 212,6944571420
31 Dec 202,7388611330
30 Sep 202,8429941350
30 Jun 202,8981,0121380
31 Mar 203,0019091350
31 Dec 192,9755111410
30 Sep 192,9215191360
30 Jun 192,8605301340
31 Mar 192,7714941280
31 Dec 182,7165721220
30 Sep 182,6685281230
30 Jun 182,6475261200
31 Mar 182,6445311180
31 Dec 172,6214521140
30 Sep 172,5984951100
30 Jun 172,5654551090
31 Mar 172,5304181070
31 Dec 162,5615021050
30 Sep 162,5484931040
30 Jun 162,5526001000
31 Mar 162,547583970
31 Dec 152,513573960
30 Sep 152,503609950
30 Jun 152,493553970

양질의 수익: BXP는 $313.7M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: BXP는 과거에 흑자전환했습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: BXP의 수익은 지난 5년 동안 연평균 29.8% 감소했습니다.

성장 가속화: BXP는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: BXP는 지난해 흑자전환하여 지난 해 수익 성장률을 Office REITs 업계(9.3%)와 비교하기 어렵습니다.

자기자본이익률

높은 ROE: BXP의 자본 수익률(5.6%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 19:15
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

BXP, Inc.는 44명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David RodgersBaird
Brendan LynchBarclays
Ross SmotrichBarclays