BXP Inc.

BXP
Financial Analysis · Updated May 13, 2026 · Coverage 2026-Q2
Latest Q Revenue
$877M
Q4 2025 · +2.2% YoY
TTM ROIC
6.6%
FY2025 · NOI / Gross Real Estate Assets (unlevered NOI yield; REIT-equivalent ROIC) · WACC ~6.75% · Moat spread +-0.15pp

Financial Snapshot


ticker: BXP step: 04 generated: 2026-05-13 source: quick-research

BXP, Inc. (BXP) — Financial Snapshot

Income Statement Summary

Metric FY2022 FY2023 FY2024 YoY
Revenue ~$3.16B ~$3.27B ~$3.30B ~+1%
NOI Margin ~55% ~52% ~52%
FFO (total) ~$1.19B ~$1.14B ~$1.10B -3.5%
FFO/Share $7.53 $7.28 ~$7.10 -2.5%
Net Income/Share $5.40 $1.21 ~$2.30

FY2022 net income included $436.5M in property sale gains; FY2023 included $272.6M non-cash impairment. FY2024 FFO/share guidance was $7.00–$7.20 per diluted share. Revenue growth has been nearly flat as occupancy recovery offsets high-rate headwinds.

Cash Flow & Balance Sheet (FY2024)

Metric Value
FFO ~$1.10B
Annual Dividend ~$3.92/share annualized (~6.0% yield)
Total Debt ~$16.5B
Net Debt / EBITDA ~9.5x (elevated — reflects office REIT leverage norms)
Capital Recycling (2024–2025) $1.6B in non-core asset sales
FY2024 Leasing Volume 291 leases / 5.6M SF / 9.8 year avg. term

High leverage (9.5x) is characteristic of the office REIT sector. Investment-grade rated; $1.6B in asset sales improves balance sheet flexibility.

Key Ratios (approximate)

  • Price/FFO: ~9x | Implied Cap Rate: ~6% | Dividend Yield: ~6.0%
  • Portfolio Occupancy: 86.6% overall; Premier CBD: 92% leased
  • 2026 Targets: 89% occupied / 91% leased by year-end 2026; 91% occupied / 93% leased by year-end 2027
  • 3.0M SF in negotiation/proposal pipeline (Q4 2025)

Growth Profile

BXP's revenue has grown modestly (0–5% annually) as leasing activity remained solid but overall occupancy has been pressured by hybrid work. FFO/share has declined modestly since FY2022 as interest expense has increased on the large debt stack and some occupancy has been lost to work-from-home normalization. The capital recycling strategy (selling non-core assets, investing in premier CBD and life science) is intended to improve average portfolio quality and support occupancy recovery toward 89–91% by 2027.

Forward Estimates

  • FY2026 Target: 89% occupied, 91% leased (management multi-year plan)
  • FY2026 FFO/share: expected flat to modestly growing vs. FY2024's ~$7.10
  • Barclays Overweight (target $66–82 range depending on date); Wells Fargo Overweight ($74); Mizuho Neutral ($62)
  • Consensus: 15-20% upside cited by some analysts if life science and CBD occupancy recovery materializes

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $BXP.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
GET /api/v1/research/BXP/fundamental$1.00 · Bearer token required
Markdown: /stocks/bxp/financials/md · → thesis · → memo
BXP Inc. (BXP) — Financial Analysis | Margin of Insight