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Side-by-side financial comparison of LXP Industrial Trust (LXP) and TWIN DISC INC (TWIN). Click either name above to swap in a different company.
TWIN DISC INC is the larger business by last-quarter revenue ($90.2M vs $86.7M, roughly 1.0× LXP Industrial Trust). LXP Industrial Trust runs the higher net margin — 33.2% vs 24.8%, a 8.4% gap on every dollar of revenue. On growth, TWIN DISC INC posted the faster year-over-year revenue change (0.3% vs -14.0%). Over the past eight quarters, TWIN DISC INC's revenue compounded faster (10.3% 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.
Twin Disc, Inc. designs, manufactures, and distributes power transmission equipment for a wide range of applications, including marine, off-road vehicle, and industrial. The company was founded in 1918 to manufacture clutches for farm tractors. It is now a worldwide company with subsidiaries or sales offices in Asia, Europe, North America, Oceania, and South America.
LXP vs TWIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $90.2M |
| Net Profit | $28.8M | $22.4M |
| Gross Margin | 81.5% | 24.8% |
| Operating Margin | 34.6% | 2.3% |
| Net Margin | 33.2% | 24.8% |
| Revenue YoY | -14.0% | 0.3% |
| Net Profit YoY | — | 2334.3% |
| EPS (diluted) | — | $1.55 |
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 | $90.2M | ||
| Q3 25 | $86.9M | $80.0M | ||
| Q2 25 | $87.7M | $96.7M | ||
| Q1 25 | $88.9M | $81.2M | ||
| Q4 24 | $100.9M | $89.9M | ||
| Q3 24 | $85.6M | $72.9M | ||
| Q2 24 | $85.8M | $84.4M | ||
| Q1 24 | $86.3M | $74.2M |
| Q4 25 | $28.8M | $22.4M | ||
| Q3 25 | $36.3M | $-518.0K | ||
| Q2 25 | $29.1M | $1.4M | ||
| Q1 25 | $19.0M | $-1.5M | ||
| Q4 24 | — | $919.0K | ||
| Q3 24 | $6.3M | $-2.8M | ||
| Q2 24 | $5.4M | $7.4M | ||
| Q1 24 | $-269.0K | $3.8M |
| Q4 25 | 81.5% | 24.8% | ||
| Q3 25 | 82.3% | 28.7% | ||
| Q2 25 | 81.9% | 31.0% | ||
| Q1 25 | 80.7% | 26.7% | ||
| Q4 24 | 85.3% | 24.1% | ||
| Q3 24 | 82.5% | 26.5% | ||
| Q2 24 | 82.0% | 29.7% | ||
| Q1 24 | 82.4% | 28.2% |
| Q4 25 | 34.6% | 2.3% | ||
| Q3 25 | 50.4% | 2.8% | ||
| Q2 25 | 33.7% | 5.5% | ||
| Q1 25 | 21.8% | 2.4% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 7.9% | -0.2% | ||
| Q2 24 | 6.9% | 5.6% | ||
| Q1 24 | 1.0% | 4.9% |
| Q4 25 | 33.2% | 24.8% | ||
| Q3 25 | 41.7% | -0.6% | ||
| Q2 25 | 33.2% | 1.5% | ||
| Q1 25 | 21.4% | -1.8% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 7.4% | -3.8% | ||
| Q2 24 | 6.3% | 8.8% | ||
| Q1 24 | -0.3% | 5.2% |
| Q4 25 | — | $1.55 | ||
| Q3 25 | $0.12 | $-0.04 | ||
| Q2 25 | $0.09 | $0.10 | ||
| Q1 25 | $0.06 | $-0.11 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | $0.02 | $-0.20 | ||
| Q2 24 | $0.01 | $0.54 | ||
| Q1 24 | $-0.01 | $0.27 |
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 | — |
| Total DebtLower is stronger | $1.4B | $44.5M |
| Stockholders' EquityBook value | $2.0B | $184.5M |
| Total Assets | $3.5B | $384.0M |
| Debt / EquityLower = less leverage | 0.66× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $170.4M | — | ||
| Q3 25 | $229.7M | — | ||
| Q2 25 | $71.0M | — | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $101.8M | — | ||
| Q3 24 | $55.0M | — | ||
| Q2 24 | $48.7M | — | ||
| Q1 24 | $293.8M | — |
| Q4 25 | $1.4B | $44.5M | ||
| Q3 25 | $1.5B | $43.7M | ||
| Q2 25 | $1.5B | $31.4M | ||
| Q1 25 | $1.5B | $40.8M | ||
| Q4 24 | $1.6B | $24.9M | ||
| Q3 24 | — | $29.8M | ||
| Q2 24 | — | $25.8M | ||
| Q1 24 | — | $17.0M |
| Q4 25 | $2.0B | $184.5M | ||
| Q3 25 | $2.1B | $160.3M | ||
| Q2 25 | $2.1B | $164.0M | ||
| Q1 25 | $2.1B | $149.5M | ||
| Q4 24 | $2.1B | $147.0M | ||
| Q3 24 | $2.1B | $157.5M | ||
| Q2 24 | $2.1B | $154.7M | ||
| Q1 24 | $2.2B | $146.3M |
| Q4 25 | $3.5B | $384.0M | ||
| Q3 25 | $3.7B | $363.5M | ||
| Q2 25 | $3.7B | $355.6M | ||
| Q1 25 | $3.8B | $332.9M | ||
| Q4 24 | $3.8B | $307.4M | ||
| Q3 24 | $3.9B | $323.5M | ||
| Q2 24 | $3.9B | $312.1M | ||
| Q1 24 | $4.2B | $288.8M |
| Q4 25 | 0.66× | 0.24× | ||
| Q3 25 | 0.72× | 0.27× | ||
| Q2 25 | 0.72× | 0.19× | ||
| Q1 25 | 0.73× | 0.27× | ||
| Q4 24 | 0.75× | 0.17× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.12× |
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 | $4.6M |
| Free Cash FlowOCF − Capex | — | $1.2M |
| FCF MarginFCF / Revenue | — | 1.4% |
| Capex IntensityCapex / Revenue | — | 3.7% |
| Cash ConversionOCF / Net Profit | 6.56× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-70.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $188.7M | $4.6M | ||
| Q3 25 | $63.5M | $-7.5M | ||
| Q2 25 | $44.3M | $16.4M | ||
| Q1 25 | $39.0M | $3.2M | ||
| Q4 24 | $211.2M | $8.7M | ||
| Q3 24 | $64.6M | $-4.3M | ||
| Q2 24 | $38.5M | $11.4M | ||
| Q1 24 | $38.9M | $6.2M |
| Q4 25 | — | $1.2M | ||
| Q3 25 | — | $-11.0M | ||
| Q2 25 | — | $8.7M | ||
| Q1 25 | — | $906.0K | ||
| Q4 24 | — | $5.9M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $10.3M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | -13.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | -9.2% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 5.5% |
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 2.9% |
| Q4 25 | 6.56× | 0.20× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | 11.55× | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | 9.42× | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | 1.54× | ||
| Q1 24 | — | 1.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
