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LXP Industrial Trust（LXP）与Mayville Engineering Company, Inc.（MEC）财务数据对比。点击上方公司名可切换其他公司
Mayville Engineering Company, Inc.的季度营收约是LXP Industrial Trust的1.5倍（$134.3M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs -3.2%，领先36.4%），Mayville Engineering Company, Inc.同比增速更快（10.7% vs -14.0%），过去两年LXP Industrial Trust的营收复合增速更高（0.3% vs -8.8%）
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。
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
LXP vs MEC — 直观对比
营收规模更大
MEC
是对方的1.5倍
$86.7M
营收增速更快
MEC
高出24.7%
-14.0%
净利率更高
LXP
高出36.4%
-3.2%
两年增速更快
LXP
近两年复合增速
-8.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $134.3M |
| 净利润 | $28.8M | $-4.4M |
| 毛利率 | 81.5% | 6.8% |
| 营业利润率 | 34.6% | -4.1% |
| 净利率 | 33.2% | -3.2% |
| 营收同比 | -14.0% | 10.7% |
| 净利润同比 | — | -127.3% |
| 每股收益（稀释后） | — | $-0.22 |
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LXPMEC
| Q4 25 | $86.7M | $134.3M | ||
| Q3 25 | $86.9M | $144.3M | ||
| Q2 25 | $87.7M | $132.3M | ||
| Q1 25 | $88.9M | $135.6M | ||
| Q4 24 | $100.9M | $121.3M | ||
| Q3 24 | $85.6M | $135.4M | ||
| Q2 24 | $85.8M | $163.6M | ||
| Q1 24 | $86.3M | $161.3M |
净利润LXPMEC
| Q4 25 | $28.8M | $-4.4M | ||
| Q3 25 | $36.3M | $-2.7M | ||
| Q2 25 | $29.1M | $-1.1M | ||
| Q1 25 | $19.0M | $20.0K | ||
| Q4 24 | — | $16.0M | ||
| Q3 24 | $6.3M | $3.0M | ||
| Q2 24 | $5.4M | $3.8M | ||
| Q1 24 | $-269.0K | $3.2M |
毛利率LXPMEC
| Q4 25 | 81.5% | 6.8% | ||
| Q3 25 | 82.3% | 11.0% | ||
| Q2 25 | 81.9% | 10.3% | ||
| Q1 25 | 80.7% | 11.3% | ||
| Q4 24 | 85.3% | 8.9% | ||
| Q3 24 | 82.5% | 12.6% | ||
| Q2 24 | 82.0% | 13.6% | ||
| Q1 24 | 82.4% | 13.0% |
营业利润率LXPMEC
| Q4 25 | 34.6% | -4.1% | ||
| Q3 25 | 50.4% | 0.0% | ||
| Q2 25 | 33.7% | 0.1% | ||
| Q1 25 | 21.8% | 1.2% | ||
| Q4 24 | — | 19.0% | ||
| Q3 24 | 7.9% | 4.2% | ||
| Q2 24 | 6.9% | 5.0% | ||
| Q1 24 | 1.0% | 4.7% |
净利率LXPMEC
| Q4 25 | 33.2% | -3.2% | ||
| Q3 25 | 41.7% | -1.9% | ||
| Q2 25 | 33.2% | -0.8% | ||
| Q1 25 | 21.4% | 0.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | 7.4% | 2.2% | ||
| Q2 24 | 6.3% | 2.3% | ||
| Q1 24 | -0.3% | 2.0% |
每股收益（稀释后）LXPMEC
| Q4 25 | — | $-0.22 | ||
| Q3 25 | $0.12 | $-0.13 | ||
| Q2 25 | $0.09 | $-0.05 | ||
| Q1 25 | $0.06 | $0.00 | ||
| Q4 24 | — | $0.76 | ||
| Q3 24 | $0.02 | $0.14 | ||
| Q2 24 | $0.01 | $0.18 | ||
| Q1 24 | $-0.01 | $0.16 |
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 | $1.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $240.7M |
| 总资产 | $3.5B | $563.6M |
| 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LXPMEC
| Q4 25 | $170.4M | $1.5M | ||
| Q3 25 | $229.7M | $1.2M | ||
| Q2 25 | $71.0M | $206.0K | ||
| Q1 25 | $70.9M | $183.0K | ||
| Q4 24 | $101.8M | $206.0K | ||
| Q3 24 | $55.0M | $178.0K | ||
| Q2 24 | $48.7M | $314.0K | ||
| Q1 24 | $293.8M | $314.0K |
总债务LXPMEC
| 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LXPMEC
| Q4 25 | $2.0B | $240.7M | ||
| Q3 25 | $2.1B | $244.8M | ||
| Q2 25 | $2.1B | $246.8M | ||
| Q1 25 | $2.1B | $250.0M | ||
| Q4 24 | $2.1B | $251.8M | ||
| Q3 24 | $2.1B | $238.4M | ||
| Q2 24 | $2.1B | $238.1M | ||
| Q1 24 | $2.2B | $234.0M |
总资产LXPMEC
| Q4 25 | $3.5B | $563.6M | ||
| Q3 25 | $3.7B | $585.6M | ||
| Q2 25 | $3.7B | $433.7M | ||
| Q1 25 | $3.8B | $447.7M | ||
| Q4 24 | $3.8B | $445.6M | ||
| Q3 24 | $3.9B | $466.0M | ||
| Q2 24 | $3.9B | $488.2M | ||
| Q1 24 | $4.2B | $499.9M |
负债/权益比LXPMEC
| 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 | $13.4M |
| 自由现金流经营现金流 - 资本支出 | — | $10.2M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 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 | — | $26.9M |
8季度趋势，按日历期对齐
经营现金流LXPMEC
| Q4 25 | $188.7M | $13.4M | ||
| Q3 25 | $63.5M | $1.9M | ||
| Q2 25 | $44.3M | $15.0M | ||
| Q1 25 | $39.0M | $8.3M | ||
| Q4 24 | $211.2M | $38.0M | ||
| Q3 24 | $64.6M | $17.9M | ||
| Q2 24 | $38.5M | $23.3M | ||
| Q1 24 | $38.9M | $10.6M |
自由现金流LXPMEC
| Q4 25 | — | $10.2M | ||
| Q3 25 | — | $-1.1M | ||
| Q2 25 | — | $12.5M | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | — | $35.6M | ||
| Q3 24 | — | $15.1M | ||
| Q2 24 | — | $19.2M | ||
| Q1 24 | — | $7.8M |
自由现金流率LXPMEC
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 4.9% |
资本支出强度LXPMEC
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 1.7% |
现金转化率LXPMEC
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | 416.65× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | 10.18× | 6.03× | ||
| Q2 24 | 7.09× | 6.15× | ||
| Q1 24 | — | 3.28× |
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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
