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Side-by-side financial comparison of LXP Industrial Trust (LXP) and Exzeo Group, Inc. (XZO). Click either name above to swap in a different company.
LXP Industrial Trust is the larger business by last-quarter revenue ($86.7M vs $55.5M, roughly 1.6× Exzeo Group, Inc.). Exzeo Group, Inc. runs the higher net margin — 36.7% vs 33.2%, a 3.6% gap on every dollar of revenue. On growth, Exzeo Group, Inc. posted the faster year-over-year revenue change (6.0% vs -14.0%).
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.
Exzeo Group, Inc. is a global technology firm specializing in cloud-native SaaS solutions for the insurance industry. Its core product portfolio includes claims processing platforms, policy administration tools, and underwriting automation systems, serving insurance carriers, third-party administrators, and independent adjusters across North America and European markets.
LXP vs XZO — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $55.5M |
| Net Profit | $28.8M | $20.4M |
| Gross Margin | 81.5% | 59.0% |
| Operating Margin | 34.6% | 45.2% |
| Net Margin | 33.2% | 36.7% |
| Revenue YoY | -14.0% | 6.0% |
| Net Profit YoY | — | 13.7% |
| EPS (diluted) | — | $0.22 |
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 | — | $55.5M | ||
| Q4 25 | $86.7M | $53.3M | ||
| Q3 25 | $86.9M | $55.2M | ||
| Q2 25 | $87.7M | — | ||
| Q1 25 | $88.9M | — | ||
| Q4 24 | $100.9M | — | ||
| Q3 24 | $85.6M | — | ||
| Q2 24 | $85.8M | — |
| Q1 26 | — | $20.4M | ||
| Q4 25 | $28.8M | $22.0M | ||
| Q3 25 | $36.3M | $21.2M | ||
| Q2 25 | $29.1M | — | ||
| Q1 25 | $19.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $5.4M | — |
| Q1 26 | — | 59.0% | ||
| Q4 25 | 81.5% | 65.4% | ||
| Q3 25 | 82.3% | 61.2% | ||
| Q2 25 | 81.9% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 82.5% | — | ||
| Q2 24 | 82.0% | — |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 34.6% | 50.3% | ||
| Q3 25 | 50.4% | 49.4% | ||
| Q2 25 | 33.7% | — | ||
| Q1 25 | 21.8% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | 6.9% | — |
| Q1 26 | — | 36.7% | ||
| Q4 25 | 33.2% | 41.2% | ||
| Q3 25 | 41.7% | 38.3% | ||
| Q2 25 | 33.2% | — | ||
| Q1 25 | 21.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.4% | — | ||
| Q2 24 | 6.3% | — |
| Q1 26 | — | $0.22 | ||
| Q4 25 | — | $0.25 | ||
| Q3 25 | $0.12 | $0.25 | ||
| Q2 25 | $0.09 | — | ||
| Q1 25 | $0.06 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.02 | — | ||
| Q2 24 | $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 | $231.4M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.0B | $274.9M |
| Total Assets | $3.5B | $379.8M |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $231.4M | ||
| Q4 25 | $170.4M | $305.4M | ||
| Q3 25 | $229.7M | $140.9M | ||
| Q2 25 | $71.0M | — | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $101.8M | — | ||
| Q3 24 | $55.0M | — | ||
| Q2 24 | $48.7M | — |
| 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 | — | $274.9M | ||
| Q4 25 | $2.0B | $254.2M | ||
| Q3 25 | $2.1B | $78.4M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.1B | — |
| Q1 26 | — | $379.8M | ||
| Q4 25 | $3.5B | $347.7M | ||
| Q3 25 | $3.7B | $182.3M | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.9B | — |
| 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 | — |
| Free Cash FlowOCF − Capex | — | $25.1M |
| FCF MarginFCF / Revenue | — | 45.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 6.56× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $188.7M | — | ||
| Q3 25 | $63.5M | $89.0M | ||
| Q2 25 | $44.3M | — | ||
| Q1 25 | $39.0M | — | ||
| Q4 24 | $211.2M | — | ||
| Q3 24 | $64.6M | — | ||
| Q2 24 | $38.5M | — |
| Q1 26 | — | $25.1M | ||
| Q4 25 | — | $97.5M | ||
| Q3 25 | — | $86.6M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 45.3% | ||
| Q4 25 | — | 182.8% | ||
| Q3 25 | — | 156.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 0.6% | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | 4.21× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
