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Side-by-side financial comparison of LXP Industrial Trust (LXP) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $86.7M, roughly 1.4× LXP Industrial Trust). PagerDuty, Inc. runs the higher net margin — 129.7% vs 33.2%, a 96.6% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -14.0%). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% 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.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
LXP vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $124.5M |
| Net Profit | $28.8M | $161.6M |
| Gross Margin | 81.5% | 85.3% |
| Operating Margin | 34.6% | 6.5% |
| Net Margin | 33.2% | 129.7% |
| Revenue YoY | -14.0% | 4.7% |
| Net Profit YoY | — | 2827.7% |
| EPS (diluted) | — | $1.69 |
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 | $124.5M | ||
| Q3 25 | $86.9M | $123.4M | ||
| Q2 25 | $87.7M | $119.8M | ||
| Q1 25 | $88.9M | $121.4M | ||
| Q4 24 | $100.9M | $118.9M | ||
| Q3 24 | $85.6M | $115.9M | ||
| Q2 24 | $85.8M | $111.2M | ||
| Q1 24 | $86.3M | $111.1M |
| Q4 25 | $28.8M | $161.6M | ||
| Q3 25 | $36.3M | $9.6M | ||
| Q2 25 | $29.1M | $-7.2M | ||
| Q1 25 | $19.0M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $6.3M | $-10.9M | ||
| Q2 24 | $5.4M | $-17.1M | ||
| Q1 24 | $-269.0K | $-28.2M |
| Q4 25 | 81.5% | 85.3% | ||
| Q3 25 | 82.3% | 84.6% | ||
| Q2 25 | 81.9% | 84.0% | ||
| Q1 25 | 80.7% | 83.6% | ||
| Q4 24 | 85.3% | 83.0% | ||
| Q3 24 | 82.5% | 82.7% | ||
| Q2 24 | 82.0% | 82.6% | ||
| Q1 24 | 82.4% | 81.7% |
| Q4 25 | 34.6% | 6.5% | ||
| Q3 25 | 50.4% | 2.9% | ||
| Q2 25 | 33.7% | -8.6% | ||
| Q1 25 | 21.8% | -9.6% | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | 7.9% | -13.8% | ||
| Q2 24 | 6.9% | -19.5% | ||
| Q1 24 | 1.0% | -30.1% |
| Q4 25 | 33.2% | 129.7% | ||
| Q3 25 | 41.7% | 7.8% | ||
| Q2 25 | 33.2% | -6.0% | ||
| Q1 25 | 21.4% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | 7.4% | -9.4% | ||
| Q2 24 | 6.3% | -15.4% | ||
| Q1 24 | -0.3% | -25.3% |
| Q4 25 | — | $1.69 | ||
| Q3 25 | $0.12 | $0.10 | ||
| Q2 25 | $0.09 | $-0.07 | ||
| Q1 25 | $0.06 | $-0.12 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | $0.02 | $-0.14 | ||
| Q2 24 | $0.01 | $-0.26 | ||
| Q1 24 | $-0.01 | $-0.34 |
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 | $547.8M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.0B | $320.5M |
| Total Assets | $3.5B | $1.0B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $170.4M | $547.8M | ||
| Q3 25 | $229.7M | $567.9M | ||
| Q2 25 | $71.0M | $597.1M | ||
| Q1 25 | $70.9M | $570.8M | ||
| Q4 24 | $101.8M | $542.2M | ||
| Q3 24 | $55.0M | $599.3M | ||
| Q2 24 | $48.7M | $592.8M | ||
| Q1 24 | $293.8M | $571.2M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $484.5M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $2.0B | $320.5M | ||
| Q3 25 | $2.1B | $180.7M | ||
| Q2 25 | $2.1B | $145.7M | ||
| Q1 25 | $2.1B | $129.8M | ||
| Q4 24 | $2.1B | $111.6M | ||
| Q3 24 | $2.1B | $164.7M | ||
| Q2 24 | $2.1B | $174.0M | ||
| Q1 24 | $2.2B | $171.6M |
| Q4 25 | $3.5B | $1.0B | ||
| Q3 25 | $3.7B | $891.5M | ||
| Q2 25 | $3.7B | $926.8M | ||
| Q1 25 | $3.8B | $927.3M | ||
| Q4 24 | $3.8B | $866.8M | ||
| Q3 24 | $3.9B | $916.0M | ||
| Q2 24 | $3.9B | $924.0M | ||
| Q1 24 | $4.2B | $925.3M |
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | 3.73× | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
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 | $24.8M |
| Free Cash FlowOCF − Capex | — | $24.1M |
| FCF MarginFCF / Revenue | — | 19.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 6.56× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $188.7M | $24.8M | ||
| Q3 25 | $63.5M | $34.0M | ||
| Q2 25 | $44.3M | $30.7M | ||
| Q1 25 | $39.0M | $31.4M | ||
| Q4 24 | $211.2M | $22.1M | ||
| Q3 24 | $64.6M | $35.8M | ||
| Q2 24 | $38.5M | $28.6M | ||
| Q1 24 | $38.9M | $22.2M |
| Q4 25 | — | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | — | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $21.2M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 25.4% | ||
| Q1 24 | — | 19.1% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
| Q4 25 | 6.56× | 0.15× | ||
| Q3 25 | 1.75× | 3.55× | ||
| 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.
Revenue Breakdown by Segment
LXP
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
