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Side-by-side financial comparison of LXP Industrial Trust (LXP) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $86.7M, roughly 1.5× LXP Industrial Trust). LXP Industrial Trust runs the higher net margin — 33.2% vs 17.1%, a 16.1% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs -14.0%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
LXP vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $132.6M |
| Net Profit | $28.8M | $22.6M |
| Gross Margin | 81.5% | — |
| Operating Margin | 34.6% | — |
| Net Margin | 33.2% | 17.1% |
| Revenue YoY | -14.0% | 12.2% |
| Net Profit YoY | — | -6.7% |
| EPS (diluted) | — | $0.18 |
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.
| Q1 26 | — | $132.6M | ||
| Q4 25 | $86.7M | $119.6M | ||
| Q3 25 | $86.9M | $120.1M | ||
| Q2 25 | $87.7M | $114.1M | ||
| Q1 25 | $88.9M | $118.2M | ||
| Q4 24 | $100.9M | $116.4M | ||
| Q3 24 | $85.6M | $112.4M | ||
| Q2 24 | $85.8M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $28.8M | $12.4M | ||
| Q3 25 | $36.3M | $14.9M | ||
| Q2 25 | $29.1M | $58.0M | ||
| Q1 25 | $19.0M | $8.2M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | $6.3M | $9.1M | ||
| Q2 24 | $5.4M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | 81.9% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 82.5% | — | ||
| Q2 24 | 82.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 34.6% | 11.3% | ||
| Q3 25 | 50.4% | 13.4% | ||
| Q2 25 | 33.7% | 53.9% | ||
| Q1 25 | 21.8% | 7.6% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | 7.9% | 8.9% | ||
| Q2 24 | 6.9% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 33.2% | 10.4% | ||
| Q3 25 | 41.7% | 12.4% | ||
| Q2 25 | 33.2% | 50.8% | ||
| Q1 25 | 21.4% | 6.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | 7.4% | 8.1% | ||
| Q2 24 | 6.3% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.12 | $0.12 | ||
| Q2 25 | $0.09 | $0.46 | ||
| Q1 25 | $0.06 | $0.07 | ||
| Q4 24 | — | $0.25 | ||
| Q3 24 | $0.02 | $0.07 | ||
| Q2 24 | $0.01 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.0B | $1.4B |
| Total Assets | $3.5B | $3.4B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $170.4M | $48.9M | ||
| Q3 25 | $229.7M | $77.8M | ||
| Q2 25 | $71.0M | $53.0M | ||
| Q1 25 | $70.9M | $48.0M | ||
| Q4 24 | $101.8M | $41.4M | ||
| Q3 24 | $55.0M | $67.9M | ||
| Q2 24 | $48.7M | $78.6M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.4B | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.7B | $3.3B | ||
| Q2 25 | $3.7B | $3.3B | ||
| Q1 25 | $3.8B | $3.3B | ||
| Q4 24 | $3.8B | $3.3B | ||
| Q3 24 | $3.9B | $3.2B | ||
| Q2 24 | $3.9B | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $39.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | 6.56× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $188.7M | $182.7M | ||
| Q3 25 | $63.5M | $55.7M | ||
| Q2 25 | $44.3M | $43.5M | ||
| Q1 25 | $39.0M | $32.6M | ||
| Q4 24 | $211.2M | $153.2M | ||
| Q3 24 | $64.6M | $36.6M | ||
| Q2 24 | $38.5M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 84.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 95.1% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 6.56× | 14.71× | ||
| Q3 25 | 1.75× | 3.73× | ||
| Q2 25 | 1.52× | 0.75× | ||
| Q1 25 | 2.05× | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | 10.18× | 4.03× | ||
| Q2 24 | 7.09× | 1.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LXP
Segment breakdown not available.
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
