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Side-by-side financial comparison of LXP Industrial Trust (LXP) and Nerdy Inc. (NRDY). Click either name above to swap in a different company.
LXP Industrial Trust is the larger business by last-quarter revenue ($86.7M vs $49.1M, roughly 1.8× Nerdy Inc.). LXP Industrial Trust runs the higher net margin — 33.2% vs -18.8%, a 52.0% gap on every dollar of revenue. On growth, Nerdy Inc. posted the faster year-over-year revenue change (2.3% vs -14.0%). Over the past eight quarters, LXP Industrial Trust's revenue compounded faster (0.3% CAGR vs -4.4%).
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.
Nerdy Inc. is a leading U.S.-based edtech firm best known for operating the Varsity Tutors platform, offering live one-on-one tutoring, on-demand courses, test prep resources, and skill-building content. It serves K-12 students, higher ed learners, and working professionals across hundreds of academic and professional subject areas.
LXP vs NRDY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $49.1M |
| Net Profit | $28.8M | $-9.2M |
| Gross Margin | 81.5% | 51.0% |
| Operating Margin | 34.6% | -28.3% |
| Net Margin | 33.2% | -18.8% |
| Revenue YoY | -14.0% | 2.3% |
| Net Profit YoY | — | 8.9% |
| EPS (diluted) | — | $-0.07 |
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 | $49.1M | ||
| Q3 25 | $86.9M | $37.0M | ||
| Q2 25 | $87.7M | $45.3M | ||
| Q1 25 | $88.9M | $47.6M | ||
| Q4 24 | $100.9M | $48.0M | ||
| Q3 24 | $85.6M | $37.5M | ||
| Q2 24 | $85.8M | $51.0M | ||
| Q1 24 | $86.3M | $53.7M |
| Q4 25 | $28.8M | $-9.2M | ||
| Q3 25 | $36.3M | $-12.3M | ||
| Q2 25 | $29.1M | $-7.9M | ||
| Q1 25 | $19.0M | $-10.5M | ||
| Q4 24 | — | $-10.1M | ||
| Q3 24 | $6.3M | $-15.9M | ||
| Q2 24 | $5.4M | $-9.1M | ||
| Q1 24 | $-269.0K | $-7.4M |
| Q4 25 | 81.5% | 51.0% | ||
| Q3 25 | 82.3% | 62.9% | ||
| Q2 25 | 81.9% | 61.5% | ||
| Q1 25 | 80.7% | 58.0% | ||
| Q4 24 | 85.3% | 66.6% | ||
| Q3 24 | 82.5% | 70.5% | ||
| Q2 24 | 82.0% | 65.7% | ||
| Q1 24 | 82.4% | 68.0% |
| Q4 25 | 34.6% | -28.3% | ||
| Q3 25 | 50.4% | -51.5% | ||
| Q2 25 | 33.7% | -27.1% | ||
| Q1 25 | 21.8% | -34.8% | ||
| Q4 24 | — | -34.0% | ||
| Q3 24 | 7.9% | -68.5% | ||
| Q2 24 | 6.9% | -29.9% | ||
| Q1 24 | 1.0% | -23.9% |
| Q4 25 | 33.2% | -18.8% | ||
| Q3 25 | 41.7% | -33.2% | ||
| Q2 25 | 33.2% | -17.4% | ||
| Q1 25 | 21.4% | -22.1% | ||
| Q4 24 | — | -21.1% | ||
| Q3 24 | 7.4% | -42.4% | ||
| Q2 24 | 6.3% | -17.8% | ||
| Q1 24 | -0.3% | -13.9% |
| Q4 25 | — | $-0.07 | ||
| Q3 25 | $0.12 | $-0.10 | ||
| Q2 25 | $0.09 | $-0.07 | ||
| Q1 25 | $0.06 | $-0.09 | ||
| Q4 24 | — | $-0.09 | ||
| Q3 24 | $0.02 | $-0.14 | ||
| Q2 24 | $0.01 | $-0.08 | ||
| Q1 24 | $-0.01 | $-0.07 |
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 | $47.9M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.0B | $19.0M |
| Total Assets | $3.5B | $76.2M |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $170.4M | $47.9M | ||
| Q3 25 | $229.7M | $32.7M | ||
| Q2 25 | $71.0M | $36.7M | ||
| Q1 25 | $70.9M | $44.9M | ||
| Q4 24 | $101.8M | $52.5M | ||
| Q3 24 | $55.0M | $65.0M | ||
| Q2 24 | $48.7M | $69.8M | ||
| Q1 24 | $293.8M | $77.0M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.0B | $19.0M | ||
| Q3 25 | $2.1B | $24.3M | ||
| Q2 25 | $2.1B | $31.8M | ||
| Q1 25 | $2.1B | $34.4M | ||
| Q4 24 | $2.1B | $39.5M | ||
| Q3 24 | $2.1B | $43.3M | ||
| Q2 24 | $2.1B | $52.2M | ||
| Q1 24 | $2.2B | $52.8M |
| Q4 25 | $3.5B | $76.2M | ||
| Q3 25 | $3.7B | $70.4M | ||
| Q2 25 | $3.7B | $73.7M | ||
| Q1 25 | $3.8B | $83.0M | ||
| Q4 24 | $3.8B | $92.5M | ||
| Q3 24 | $3.9B | $106.8M | ||
| Q2 24 | $3.9B | $111.3M | ||
| Q1 24 | $4.2B | $121.3M |
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-2.9M |
| Free Cash FlowOCF − Capex | — | $-4.3M |
| FCF MarginFCF / Revenue | — | -8.7% |
| Capex IntensityCapex / Revenue | — | 2.7% |
| Cash ConversionOCF / Net Profit | 6.56× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-24.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $188.7M | $-2.9M | ||
| Q3 25 | $63.5M | $-2.4M | ||
| Q2 25 | $44.3M | $-7.0M | ||
| Q1 25 | $39.0M | $-6.4M | ||
| Q4 24 | $211.2M | $-11.3M | ||
| Q3 24 | $64.6M | $-3.1M | ||
| Q2 24 | $38.5M | $-5.6M | ||
| Q1 24 | $38.9M | $4.4M |
| Q4 25 | — | $-4.3M | ||
| Q3 25 | — | $-4.1M | ||
| Q2 25 | — | $-8.2M | ||
| Q1 25 | — | $-7.6M | ||
| Q4 24 | — | $-12.5M | ||
| Q3 24 | — | $-5.0M | ||
| Q2 24 | — | $-7.1M | ||
| Q1 24 | — | $2.1M |
| Q4 25 | — | -8.7% | ||
| Q3 25 | — | -11.2% | ||
| Q2 25 | — | -18.1% | ||
| Q1 25 | — | -16.0% | ||
| Q4 24 | — | -26.0% | ||
| Q3 24 | — | -13.3% | ||
| Q2 24 | — | -14.0% | ||
| Q1 24 | — | 4.0% |
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 4.1% |
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
