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LXP Industrial Trust（LXP）与Mama's Creations, Inc.（MAMA）财务数据对比。点击上方公司名可切换其他公司
LXP Industrial Trust的季度营收约是Mama's Creations, Inc.的1.8倍（$86.7M vs $47.3M），LXP Industrial Trust净利率更高（33.2% vs 1.1%，领先32.0%），Mama's Creations, Inc.同比增速更快（50.0% vs -14.0%），过去两年Mama's Creations, Inc.的营收复合增速更高（33.0% vs 0.3%）
LXP工业信托是一家公开上市的房地产投资信托，专注于持有、运营和投资美国核心市场的优质工业地产，主要涵盖配送中心、物流设施及轻型工业物业，服务电商、第三方物流、先进制造等领域租户，为投资者创造长期稳定收益。
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
LXP vs MAMA — 直观对比
营收规模更大
LXP
是对方的1.8倍
$47.3M
营收增速更快
MAMA
高出63.9%
-14.0%
净利率更高
LXP
高出32.0%
1.1%
两年增速更快
MAMA
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $47.3M |
| 净利润 | $28.8M | $540.0K |
| 毛利率 | 81.5% | 23.6% |
| 营业利润率 | 34.6% | 1.7% |
| 净利率 | 33.2% | 1.1% |
| 营收同比 | -14.0% | 50.0% |
| 净利润同比 | — | 31.7% |
| 每股收益（稀释后） | — | $0.01 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LXPMAMA
| Q4 25 | $86.7M | $47.3M | ||
| Q3 25 | $86.9M | $35.2M | ||
| Q2 25 | $87.7M | $35.3M | ||
| Q1 25 | $88.9M | $33.6M | ||
| Q4 24 | $100.9M | $31.5M | ||
| Q3 24 | $85.6M | $28.4M | ||
| Q2 24 | $85.8M | $29.8M | ||
| Q1 24 | $86.3M | $26.7M |
净利润LXPMAMA
| Q4 25 | $28.8M | $540.0K | ||
| Q3 25 | $36.3M | $1.3M | ||
| Q2 25 | $29.1M | $1.2M | ||
| Q1 25 | $19.0M | $1.6M | ||
| Q4 24 | — | $410.0K | ||
| Q3 24 | $6.3M | $1.1M | ||
| Q2 24 | $5.4M | $553.0K | ||
| Q1 24 | $-269.0K | $1.4M |
毛利率LXPMAMA
| Q4 25 | 81.5% | 23.6% | ||
| Q3 25 | 82.3% | 24.9% | ||
| Q2 25 | 81.9% | 26.1% | ||
| Q1 25 | 80.7% | 27.0% | ||
| Q4 24 | 85.3% | 22.6% | ||
| Q3 24 | 82.5% | 24.2% | ||
| Q2 24 | 82.0% | 25.0% | ||
| Q1 24 | 82.4% | 29.3% |
营业利润率LXPMAMA
| Q4 25 | 34.6% | 1.7% | ||
| Q3 25 | 50.4% | 4.8% | ||
| Q2 25 | 33.7% | 4.5% | ||
| Q1 25 | 21.8% | 5.7% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | 7.9% | 5.7% | ||
| Q2 24 | 6.9% | 2.6% | ||
| Q1 24 | 1.0% | 7.4% |
净利率LXPMAMA
| Q4 25 | 33.2% | 1.1% | ||
| Q3 25 | 41.7% | 3.6% | ||
| Q2 25 | 33.2% | 3.5% | ||
| Q1 25 | 21.4% | 4.8% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | 7.4% | 4.0% | ||
| Q2 24 | 6.3% | 1.9% | ||
| Q1 24 | -0.3% | 5.3% |
每股收益（稀释后）LXPMAMA
| Q4 25 | — | $0.01 | ||
| Q3 25 | $0.12 | $0.03 | ||
| Q2 25 | $0.09 | $0.03 | ||
| Q1 25 | $0.06 | $0.04 | ||
| Q4 24 | — | $0.01 | ||
| Q3 24 | $0.02 | $0.03 | ||
| Q2 24 | $0.01 | $0.01 | ||
| Q1 24 | $-0.01 | $0.03 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $170.4M | $18.1M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $49.6M |
| 总资产 | $3.5B | $84.0M |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势，按日历期对齐
现金及短期投资LXPMAMA
| Q4 25 | $170.4M | $18.1M | ||
| Q3 25 | $229.7M | $9.4M | ||
| Q2 25 | $71.0M | $12.0M | ||
| Q1 25 | $70.9M | $7.2M | ||
| Q4 24 | $101.8M | $9.3M | ||
| Q3 24 | $55.0M | $7.4M | ||
| Q2 24 | $48.7M | $13.0M | ||
| Q1 24 | $293.8M | $11.0M |
总债务LXPMAMA
| 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 | — | — |
股东权益LXPMAMA
| Q4 25 | $2.0B | $49.6M | ||
| Q3 25 | $2.1B | $29.6M | ||
| Q2 25 | $2.1B | $26.4M | ||
| Q1 25 | $2.1B | $24.9M | ||
| Q4 24 | $2.1B | $23.0M | ||
| Q3 24 | $2.1B | $22.3M | ||
| Q2 24 | $2.1B | $20.3M | ||
| Q1 24 | $2.2B | $19.6M |
总资产LXPMAMA
| Q4 25 | $3.5B | $84.0M | ||
| Q3 25 | $3.7B | $51.2M | ||
| Q2 25 | $3.7B | $52.7M | ||
| Q1 25 | $3.8B | $47.1M | ||
| Q4 24 | $3.8B | $47.9M | ||
| Q3 24 | $3.9B | $43.0M | ||
| Q2 24 | $3.9B | $47.2M | ||
| Q1 24 | $4.2B | $45.1M |
负债/权益比LXPMAMA
| 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 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $188.7M | $3.9M |
| 自由现金流经营现金流 - 资本支出 | — | $3.7M |
| 自由现金流率自由现金流/营收 | — | 7.8% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 6.56× | 7.16× |
| 过去12个月自由现金流最近4个季度 | — | $6.0M |
8季度趋势，按日历期对齐
经营现金流LXPMAMA
| Q4 25 | $188.7M | $3.9M | ||
| Q3 25 | $63.5M | $-1.7M | ||
| Q2 25 | $44.3M | $6.0M | ||
| Q1 25 | $39.0M | $-857.0K | ||
| Q4 24 | $211.2M | $4.8M | ||
| Q3 24 | $64.6M | $-2.4M | ||
| Q2 24 | $38.5M | $3.6M | ||
| Q1 24 | $38.9M | $6.7M |
自由现金流LXPMAMA
| Q4 25 | — | $3.7M | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | — | $5.5M | ||
| Q1 25 | — | $-930.0K | ||
| Q4 24 | — | $2.5M | ||
| Q3 24 | — | $-4.0M | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $6.6M |
自由现金流率LXPMAMA
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | -6.2% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | -2.8% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | -14.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 24.8% |
资本支出强度LXPMAMA
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 0.4% |
现金转化率LXPMAMA
| Q4 25 | 6.56× | 7.16× | ||
| Q3 25 | 1.75× | -1.31× | ||
| Q2 25 | 1.52× | 4.85× | ||
| Q1 25 | 2.05× | -0.54× | ||
| Q4 24 | — | 11.71× | ||
| Q3 24 | 10.18× | -2.10× | ||
| Q2 24 | 7.09× | 6.58× | ||
| Q1 24 | — | 4.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
