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Side-by-side financial comparison of LXP Industrial Trust (LXP) and Montauk Renewables, Inc. (MNTK). Click either name above to swap in a different company.
LXP Industrial Trust is the larger business by last-quarter revenue ($86.7M vs $43.4M, roughly 2.0× Montauk Renewables, Inc.). LXP Industrial Trust runs the higher net margin — 33.2% vs 5.7%, a 27.4% gap on every dollar of revenue. On growth, Montauk Renewables, Inc. posted the faster year-over-year revenue change (56.7% vs -14.0%). Over the past eight quarters, Montauk Renewables, Inc.'s revenue compounded faster (5.8% CAGR vs 0.3%).
LXP Industrial Trust is a publicly traded real estate investment trust (REIT) that owns, operates, and invests in high-quality industrial real estate assets, primarily distribution centers, logistics facilities, and light industrial properties across key markets in the United States. Its tenant base covers e-commerce, third-party logistics, and advanced manufacturing sectors, delivering stable long-term returns for its investors.
Montauk Renewables, Inc. is a US-based renewable energy firm specializing in capturing and converting biogenic methane from landfills and agricultural waste into renewable natural gas (RNG) and low-carbon electricity. It serves utility, commercial, and industrial customers across North America, with operations focused on advancing decarbonization and sustainable energy transition goals.
LXP vs MNTK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $43.4M |
| Net Profit | $28.8M | $2.5M |
| Gross Margin | 81.5% | — |
| Operating Margin | 34.6% | -3.8% |
| Net Margin | 33.2% | 5.7% |
| Revenue YoY | -14.0% | 56.7% |
| Net Profit YoY | — | 129.5% |
| EPS (diluted) | — | $0.01 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $86.7M | $43.4M | ||
| Q3 25 | $86.9M | $45.3M | ||
| Q2 25 | $87.7M | $45.1M | ||
| Q1 25 | $88.9M | $42.6M | ||
| Q4 24 | $100.9M | $27.7M | ||
| Q3 24 | $85.6M | $65.9M | ||
| Q2 24 | $85.8M | $43.3M | ||
| Q1 24 | $86.3M | $38.8M |
| Q4 25 | $28.8M | $2.5M | ||
| Q3 25 | $36.3M | $5.2M | ||
| Q2 25 | $29.1M | $-5.5M | ||
| Q1 25 | $19.0M | $-464.0K | ||
| Q4 24 | — | $-8.5M | ||
| Q3 24 | $6.3M | $17.0M | ||
| Q2 24 | $5.4M | $-712.0K | ||
| Q1 24 | $-269.0K | $1.9M |
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | 81.9% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 82.5% | 43.8% | ||
| Q2 24 | 82.0% | 15.6% | ||
| Q1 24 | 82.4% | 22.8% |
| Q4 25 | 34.6% | -3.8% | ||
| Q3 25 | 50.4% | 9.8% | ||
| Q2 25 | 33.7% | -5.2% | ||
| Q1 25 | 21.8% | 1.0% | ||
| Q4 24 | — | -35.5% | ||
| Q3 24 | 7.9% | 34.4% | ||
| Q2 24 | 6.9% | 2.0% | ||
| Q1 24 | 1.0% | 6.1% |
| Q4 25 | 33.2% | 5.7% | ||
| Q3 25 | 41.7% | 11.5% | ||
| Q2 25 | 33.2% | -12.2% | ||
| Q1 25 | 21.4% | -1.1% | ||
| Q4 24 | — | -30.5% | ||
| Q3 24 | 7.4% | 25.9% | ||
| Q2 24 | 6.3% | -1.6% | ||
| Q1 24 | -0.3% | 4.8% |
| Q4 25 | — | $0.01 | ||
| Q3 25 | $0.12 | $0.04 | ||
| Q2 25 | $0.09 | $-0.04 | ||
| Q1 25 | $0.06 | $0.00 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | $0.02 | $0.12 | ||
| Q2 24 | $0.01 | $-0.01 | ||
| Q1 24 | $-0.01 | $0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $170.4M | $23.8M |
| Total DebtLower is stronger | $1.4B | $126.0M |
| Stockholders' EquityBook value | $2.0B | $263.1M |
| Total Assets | $3.5B | $435.5M |
| Debt / EquityLower = less leverage | 0.66× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $170.4M | $23.8M | ||
| Q3 25 | $229.7M | $6.8M | ||
| Q2 25 | $71.0M | $29.1M | ||
| Q1 25 | $70.9M | $40.1M | ||
| Q4 24 | $101.8M | $45.6M | ||
| Q3 24 | $55.0M | $55.0M | ||
| Q2 24 | $48.7M | $42.3M | ||
| Q1 24 | $293.8M | $63.3M |
| Q4 25 | $1.4B | $126.0M | ||
| Q3 25 | $1.5B | $54.9M | ||
| Q2 25 | $1.5B | $57.8M | ||
| Q1 25 | $1.5B | $40.8M | ||
| Q4 24 | $1.6B | $43.8M | ||
| Q3 24 | — | $46.7M | ||
| Q2 24 | — | $49.7M | ||
| Q1 24 | — | $52.7M |
| Q4 25 | $2.0B | $263.1M | ||
| Q3 25 | $2.1B | $260.7M | ||
| Q2 25 | $2.1B | $254.7M | ||
| Q1 25 | $2.1B | $258.2M | ||
| Q4 24 | $2.1B | $257.4M | ||
| Q3 24 | $2.1B | $275.3M | ||
| Q2 24 | $2.1B | $255.3M | ||
| Q1 24 | $2.2B | $254.3M |
| Q4 25 | $3.5B | $435.5M | ||
| Q3 25 | $3.7B | $383.3M | ||
| Q2 25 | $3.7B | $382.5M | ||
| Q1 25 | $3.8B | $354.2M | ||
| Q4 24 | $3.8B | $349.0M | ||
| Q3 24 | $3.9B | $374.1M | ||
| Q2 24 | $3.9B | $362.0M | ||
| Q1 24 | $4.2B | $354.7M |
| Q4 25 | 0.66× | 0.48× | ||
| Q3 25 | 0.72× | 0.21× | ||
| Q2 25 | 0.72× | 0.23× | ||
| Q1 25 | 0.73× | 0.16× | ||
| Q4 24 | 0.75× | 0.17× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× | ||
| Q1 24 | — | 0.21× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $188.7M | $337.0K |
| Free Cash FlowOCF − Capex | — | $-41.1M |
| FCF MarginFCF / Revenue | — | -94.7% |
| Capex IntensityCapex / Revenue | — | 95.5% |
| Cash ConversionOCF / Net Profit | 6.56× | 0.14× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-86.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $188.7M | $337.0K | ||
| Q3 25 | $63.5M | $12.7M | ||
| Q2 25 | $44.3M | $8.2M | ||
| Q1 25 | $39.0M | $9.1M | ||
| Q4 24 | $211.2M | $724.0K | ||
| Q3 24 | $64.6M | $28.6M | ||
| Q2 24 | $38.5M | $193.0K | ||
| Q1 24 | $38.9M | $14.3M |
| Q4 25 | — | $-41.1M | ||
| Q3 25 | — | $-17.2M | ||
| Q2 25 | — | $-25.5M | ||
| Q1 25 | — | $-2.5M | ||
| Q4 24 | — | $-8.3M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $-18.6M | ||
| Q1 24 | — | $-7.7M |
| Q4 25 | — | -94.7% | ||
| Q3 25 | — | -37.9% | ||
| Q2 25 | — | -56.4% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | -29.8% | ||
| Q3 24 | — | 24.3% | ||
| Q2 24 | — | -42.9% | ||
| Q1 24 | — | -19.8% |
| Q4 25 | — | 95.5% | ||
| Q3 25 | — | 65.9% | ||
| Q2 25 | — | 74.6% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 43.3% | ||
| Q1 24 | — | 56.7% |
| Q4 25 | 6.56× | 0.14× | ||
| Q3 25 | 1.75× | 2.43× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | 1.68× | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | 7.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LXP
Segment breakdown not available.
MNTK
| Natural Gas Environmental Attributes | $28.1M | 65% |
| Natural Gas Commodity | $10.7M | 25% |
| Electric Commodity | $2.7M | 6% |
| Electric Environmental Attributes | $2.0M | 5% |
