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LXP Industrial Trust(LXP)与MasterCraft Boat Holdings, Inc.(MCFT)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MasterCraft Boat Holdings, Inc.的1.2倍($86.7M vs $71.8M),LXP Industrial Trust净利率更高(33.2% vs 3.5%,领先29.6%),MasterCraft Boat Holdings, Inc.同比增速更快(13.2% vs -14.0%),过去两年LXP Industrial Trust的营收复合增速更高(0.3% vs -7.6%)
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。
MasterCraft Boat Holdings是美国豪华高性能游艇制造商,1968年创立于田纳西州玛丽维尔,目前总部设于田纳西州沃诺尔。其生产的游艇主打滑水、尾波板、尾波冲浪等水上运动场景,在高端运动艇领域拥有较高知名度。
LXP vs MCFT — 直观对比
营收规模更大
LXP
是对方的1.2倍
$71.8M
营收增速更快
MCFT
高出27.2%
-14.0%
净利率更高
LXP
高出29.6%
3.5%
两年增速更快
LXP
近两年复合增速
-7.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $71.8M |
| 净利润 | $28.8M | $2.5M |
| 毛利率 | 81.5% | 21.6% |
| 营业利润率 | 34.6% | 3.8% |
| 净利率 | 33.2% | 3.5% |
| 营收同比 | -14.0% | 13.2% |
| 净利润同比 | — | -8.0% |
| 每股收益(稀释后) | — | $0.16 |
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
LXP
MCFT
| Q4 25 | $86.7M | $71.8M | ||
| Q3 25 | $86.9M | $69.0M | ||
| Q2 25 | $87.7M | $79.5M | ||
| Q1 25 | $88.9M | $76.0M | ||
| Q4 24 | $100.9M | $63.4M | ||
| Q3 24 | $85.6M | $65.4M | ||
| Q2 24 | $85.8M | $94.3M | ||
| Q1 24 | $86.3M | $84.0M |
净利润
LXP
MCFT
| Q4 25 | $28.8M | $2.5M | ||
| Q3 25 | $36.3M | $3.6M | ||
| Q2 25 | $29.1M | $5.7M | ||
| Q1 25 | $19.0M | $3.7M | ||
| Q4 24 | — | $2.7M | ||
| Q3 24 | $6.3M | $-5.1M | ||
| Q2 24 | $5.4M | $6.2M | ||
| Q1 24 | $-269.0K | $3.8M |
毛利率
LXP
MCFT
| Q4 25 | 81.5% | 21.6% | ||
| Q3 25 | 82.3% | 22.3% | ||
| Q2 25 | 81.9% | 23.2% | ||
| Q1 25 | 80.7% | 20.8% | ||
| Q4 24 | 85.3% | 17.2% | ||
| Q3 24 | 82.5% | 18.1% | ||
| Q2 24 | 82.0% | 23.8% | ||
| Q1 24 | 82.4% | 23.3% |
营业利润率
LXP
MCFT
| Q4 25 | 34.6% | 3.8% | ||
| Q3 25 | 50.4% | 5.5% | ||
| Q2 25 | 33.7% | 7.5% | ||
| Q1 25 | 21.8% | 5.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | 7.9% | 1.5% | ||
| Q2 24 | 6.9% | 11.2% | ||
| Q1 24 | 1.0% | 8.0% |
净利率
LXP
MCFT
| Q4 25 | 33.2% | 3.5% | ||
| Q3 25 | 41.7% | 5.3% | ||
| Q2 25 | 33.2% | 7.2% | ||
| Q1 25 | 21.4% | 4.9% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | 7.4% | -7.9% | ||
| Q2 24 | 6.3% | 6.6% | ||
| Q1 24 | -0.3% | 4.5% |
每股收益(稀释后)
LXP
MCFT
| Q4 25 | — | $0.16 | ||
| Q3 25 | $0.12 | $0.22 | ||
| Q2 25 | $0.09 | $0.34 | ||
| Q1 25 | $0.06 | $0.23 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | $0.02 | $-0.31 | ||
| Q2 24 | $0.01 | $0.38 | ||
| Q1 24 | $-0.01 | $0.22 |
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 | $81.4M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $189.1M |
| 总资产 | $3.5B | $259.7M |
| 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
LXP
MCFT
| Q4 25 | $170.4M | $81.4M | ||
| Q3 25 | $229.7M | $67.3M | ||
| Q2 25 | $71.0M | $79.4M | ||
| Q1 25 | $70.9M | $66.5M | ||
| Q4 24 | $101.8M | $62.9M | ||
| Q3 24 | $55.0M | $14.2M | ||
| Q2 24 | $48.7M | $86.2M | ||
| Q1 24 | $293.8M | $22.5M |
总债务
LXP
MCFT
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | $49.5M | ||
| Q2 24 | — | $49.3M | ||
| Q1 24 | — | $50.4M |
股东权益
LXP
MCFT
| Q4 25 | $2.0B | $189.1M | ||
| Q3 25 | $2.1B | $185.5M | ||
| Q2 25 | $2.1B | $183.4M | ||
| Q1 25 | $2.1B | $182.1M | ||
| Q4 24 | $2.1B | $178.3M | ||
| Q3 24 | $2.1B | $175.4M | ||
| Q2 24 | $2.1B | $183.7M | ||
| Q1 24 | $2.2B | $196.9M |
总资产
LXP
MCFT
| Q4 25 | $3.5B | $259.7M | ||
| Q3 25 | $3.7B | $259.3M | ||
| Q2 25 | $3.7B | $259.9M | ||
| Q1 25 | $3.8B | $261.9M | ||
| Q4 24 | $3.8B | $250.1M | ||
| Q3 24 | $3.9B | $309.1M | ||
| Q2 24 | $3.9B | $259.9M | ||
| Q1 24 | $4.2B | $340.9M |
负债/权益比
LXP
MCFT
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | 0.28× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.26× |
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 | $15.6M |
| 自由现金流经营现金流 - 资本支出 | — | $14.0M |
| 自由现金流率自由现金流/营收 | — | 19.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 6.56× | 6.17× |
| 过去12个月自由现金流最近4个季度 | — | $26.2M |
8季度趋势,按日历期对齐
经营现金流
LXP
MCFT
| Q4 25 | $188.7M | $15.6M | ||
| Q3 25 | $63.5M | $-6.8M | ||
| Q2 25 | $44.3M | $20.4M | ||
| Q1 25 | $39.0M | $6.3M | ||
| Q4 24 | $211.2M | $6.4M | ||
| Q3 24 | $64.6M | $2.4M | ||
| Q2 24 | $38.5M | — | ||
| Q1 24 | $38.9M | $3.6M |
自由现金流
LXP
MCFT
| Q4 25 | — | $14.0M | ||
| Q3 25 | — | $-9.9M | ||
| Q2 25 | — | $17.9M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $4.0M | ||
| Q3 24 | — | $199.0K | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $453.0K |
自由现金流率
LXP
MCFT
| Q4 25 | — | 19.5% | ||
| Q3 25 | — | -14.4% | ||
| Q2 25 | — | 22.5% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.5% |
资本支出强度
LXP
MCFT
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 3.8% |
现金转化率
LXP
MCFT
| Q4 25 | 6.56× | 6.17× | ||
| Q3 25 | 1.75× | -1.88× | ||
| Q2 25 | 1.52× | 3.59× | ||
| Q1 25 | 2.05× | 1.69× | ||
| Q4 24 | — | 2.34× | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | 0.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LXP
暂无分部数据
MCFT
| Boats And Trailers | $59.5M | 83% |
| Pontoon | $10.0M | 14% |
| Parts | $1.7M | 2% |