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LXP Industrial Trust(LXP)与MONARCH CASINO & RESORT INC(MCRI)财务数据对比。点击上方公司名可切换其他公司
MONARCH CASINO & RESORT INC的季度营收约是LXP Industrial Trust的1.6倍($136.6M vs $86.7M),LXP Industrial Trust净利率更高(33.2% vs 20.2%,领先13.0%),MONARCH CASINO & RESORT INC同比增速更快(8.9% vs -14.0%),过去两年MONARCH CASINO & RESORT INC的营收复合增速更高(3.2% 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。
君主赌场度假村集团是美国知名博彩度假企业,旗下运营位于内华达州里诺的亚特兰蒂斯赌场度假水疗中心。该物业设有三座酒店塔楼,共824间客房及套房,博彩区面积达64814平方英尺,是里诺当地盈利水平领先、定位高端的度假目的地,累计已投入近1.5亿美元用于设施升级。
LXP vs MCRI — 直观对比
营收规模更大
MCRI
是对方的1.6倍
$86.7M
营收增速更快
MCRI
高出22.9%
-14.0%
净利率更高
LXP
高出13.0%
20.2%
两年增速更快
MCRI
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $136.6M |
| 净利润 | $28.8M | $27.6M |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | 25.6% |
| 净利率 | 33.2% | 20.2% |
| 营收同比 | -14.0% | 8.9% |
| 净利润同比 | — | 38.9% |
| 每股收益(稀释后) | — | $1.52 |
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
MCRI
| Q1 26 | — | $136.6M | ||
| Q4 25 | $86.7M | $140.0M | ||
| Q3 25 | $86.9M | $142.8M | ||
| Q2 25 | $87.7M | $136.9M | ||
| Q1 25 | $88.9M | $125.4M | ||
| Q4 24 | $100.9M | $134.5M | ||
| Q3 24 | $85.6M | $137.9M | ||
| Q2 24 | $85.8M | $128.1M |
净利润
LXP
MCRI
| Q1 26 | — | $27.6M | ||
| Q4 25 | $28.8M | $22.9M | ||
| Q3 25 | $36.3M | $31.6M | ||
| Q2 25 | $29.1M | $27.0M | ||
| Q1 25 | $19.0M | $19.9M | ||
| Q4 24 | — | $4.2M | ||
| Q3 24 | $6.3M | $27.6M | ||
| Q2 24 | $5.4M | $22.7M |
毛利率
LXP
MCRI
| Q1 26 | — | — | ||
| Q4 25 | 81.5% | 20.8% | ||
| Q3 25 | 82.3% | 26.7% | ||
| Q2 25 | 81.9% | 25.5% | ||
| Q1 25 | 80.7% | 20.2% | ||
| Q4 24 | 85.3% | 2.9% | ||
| Q3 24 | 82.5% | 25.6% | ||
| Q2 24 | 82.0% | 23.0% |
营业利润率
LXP
MCRI
| Q1 26 | — | 25.6% | ||
| Q4 25 | 34.6% | 21.3% | ||
| Q3 25 | 50.4% | 27.1% | ||
| Q2 25 | 33.7% | 25.8% | ||
| Q1 25 | 21.8% | 20.4% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 7.9% | 25.5% | ||
| Q2 24 | 6.9% | 22.9% |
净利率
LXP
MCRI
| Q1 26 | — | 20.2% | ||
| Q4 25 | 33.2% | 16.4% | ||
| Q3 25 | 41.7% | 22.1% | ||
| Q2 25 | 33.2% | 19.7% | ||
| Q1 25 | 21.4% | 15.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 7.4% | 20.0% | ||
| Q2 24 | 6.3% | 17.7% |
每股收益(稀释后)
LXP
MCRI
| Q1 26 | — | $1.52 | ||
| Q4 25 | — | $1.25 | ||
| Q3 25 | $0.12 | $1.69 | ||
| Q2 25 | $0.09 | $1.44 | ||
| Q1 25 | $0.06 | $1.05 | ||
| Q4 24 | — | $0.25 | ||
| Q3 24 | $0.02 | $1.47 | ||
| Q2 24 | $0.01 | $1.19 |
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 | $120.1M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $549.8M |
| 总资产 | $3.5B | $725.2M |
| 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
MCRI
| Q1 26 | — | $120.1M | ||
| 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 | — |
总债务
LXP
MCRI
| 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 | — | — |
股东权益
LXP
MCRI
| Q1 26 | — | $549.8M | ||
| Q4 25 | $2.0B | $537.7M | ||
| Q3 25 | $2.1B | $558.4M | ||
| Q2 25 | $2.1B | $539.2M | ||
| Q1 25 | $2.1B | $535.6M | ||
| Q4 24 | $2.1B | $517.7M | ||
| Q3 24 | $2.1B | $513.3M | ||
| Q2 24 | $2.1B | $498.4M |
总资产
LXP
MCRI
| Q1 26 | — | $725.2M | ||
| Q4 25 | $3.5B | $712.8M | ||
| Q3 25 | $3.7B | $725.4M | ||
| Q2 25 | $3.7B | $705.8M | ||
| Q1 25 | $3.8B | $712.1M | ||
| Q4 24 | $3.8B | $691.6M | ||
| Q3 24 | $3.9B | $671.1M | ||
| Q2 24 | $3.9B | $672.4M |
负债/权益比
LXP
MCRI
| 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 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 6.56× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
LXP
MCRI
| Q1 26 | — | — | ||
| Q4 25 | $188.7M | $38.1M | ||
| Q3 25 | $63.5M | $56.0M | ||
| Q2 25 | $44.3M | $34.1M | ||
| Q1 25 | $39.0M | $36.5M | ||
| Q4 24 | $211.2M | $37.8M | ||
| Q3 24 | $64.6M | $40.3M | ||
| Q2 24 | $38.5M | $24.3M |
自由现金流
LXP
MCRI
| Q1 26 | — | — | ||
| Q4 25 | — | $32.2M | ||
| Q3 25 | — | $53.5M | ||
| Q2 25 | — | $26.0M | ||
| Q1 25 | — | $16.6M | ||
| Q4 24 | — | $26.2M | ||
| Q3 24 | — | $35.4M | ||
| Q2 24 | — | $11.0M |
自由现金流率
LXP
MCRI
| Q1 26 | — | — | ||
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | 37.5% | ||
| Q2 25 | — | 19.0% | ||
| Q1 25 | — | 13.3% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 25.7% | ||
| Q2 24 | — | 8.5% |
资本支出强度
LXP
MCRI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 5.9% | ||
| Q1 25 | — | 15.8% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 10.4% |
现金转化率
LXP
MCRI
| Q1 26 | — | — | ||
| Q4 25 | 6.56× | 1.66× | ||
| Q3 25 | 1.75× | 1.77× | ||
| Q2 25 | 1.52× | 1.26× | ||
| Q1 25 | 2.05× | 1.84× | ||
| Q4 24 | — | 8.98× | ||
| Q3 24 | 10.18× | 1.46× | ||
| Q2 24 | 7.09× | 1.07× |
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
MCRI
| Casino | $79.7M | 58% |
| Food and beverage | $31.7M | 23% |
| Hotel | $19.0M | 14% |
| Other | $6.1M | 5% |