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LXP Industrial Trust（LXP）与MANNKIND CORP（MNKD）财务数据对比。点击上方公司名可切换其他公司
MANNKIND CORP的季度营收约是LXP Industrial Trust的1.3倍（$112.0M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs -14.2%，领先47.4%），MANNKIND CORP同比增速更快（45.8% vs -14.0%），过去两年MANNKIND CORP的营收复合增速更高（30.0% 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。
曼凯德公司是一家生物制药企业，成立于1991年2月，总部位于美国康涅狄格州丹伯里，专注于糖尿病、肺动脉高压等疾病治疗药物的研发、生产及商业化推广，致力于为相关患者提供创新的治疗方案。
LXP vs MNKD — 直观对比
营收规模更大
MNKD
是对方的1.3倍
$86.7M
营收增速更快
MNKD
高出59.8%
-14.0%
净利率更高
LXP
高出47.4%
-14.2%
两年增速更快
MNKD
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $112.0M |
| 净利润 | $28.8M | $-15.9M |
| 毛利率 | 81.5% | 87.6% |
| 营业利润率 | 34.6% | -6.9% |
| 净利率 | 33.2% | -14.2% |
| 营收同比 | -14.0% | 45.8% |
| 净利润同比 | — | -314.9% |
| 每股收益（稀释后） | — | $-0.05 |
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LXPMNKD
| Q4 25 | $86.7M | $112.0M | ||
| Q3 25 | $86.9M | $82.1M | ||
| Q2 25 | $87.7M | $76.5M | ||
| Q1 25 | $88.9M | $78.4M | ||
| Q4 24 | $100.9M | $76.8M | ||
| Q3 24 | $85.6M | $70.1M | ||
| Q2 24 | $85.8M | $72.4M | ||
| Q1 24 | $86.3M | $66.3M |
净利润LXPMNKD
| Q4 25 | $28.8M | $-15.9M | ||
| Q3 25 | $36.3M | $8.0M | ||
| Q2 25 | $29.1M | $668.0K | ||
| Q1 25 | $19.0M | $13.2M | ||
| Q4 24 | — | $7.4M | ||
| Q3 24 | $6.3M | $11.6M | ||
| Q2 24 | $5.4M | $-2.0M | ||
| Q1 24 | $-269.0K | $10.6M |
毛利率LXPMNKD
| Q4 25 | 81.5% | 87.6% | ||
| Q3 25 | 82.3% | 94.5% | ||
| Q2 25 | 81.9% | 94.0% | ||
| Q1 25 | 80.7% | 95.2% | ||
| Q4 24 | 85.3% | 93.7% | ||
| Q3 24 | 82.5% | 95.4% | ||
| Q2 24 | 82.0% | 92.3% | ||
| Q1 24 | 82.4% | 94.2% |
营业利润率LXPMNKD
| Q4 25 | 34.6% | -6.9% | ||
| Q3 25 | 50.4% | 23.0% | ||
| Q2 25 | 33.7% | 6.9% | ||
| Q1 25 | 21.8% | 28.5% | ||
| Q4 24 | — | 34.5% | ||
| Q3 24 | 7.9% | 18.2% | ||
| Q2 24 | 6.9% | 22.9% | ||
| Q1 24 | 1.0% | 25.2% |
净利率LXPMNKD
| Q4 25 | 33.2% | -14.2% | ||
| Q3 25 | 41.7% | 9.7% | ||
| Q2 25 | 33.2% | 0.9% | ||
| Q1 25 | 21.4% | 16.8% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | 7.4% | 16.5% | ||
| Q2 24 | 6.3% | -2.8% | ||
| Q1 24 | -0.3% | 16.0% |
每股收益（稀释后）LXPMNKD
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.12 | $0.03 | ||
| Q2 25 | $0.09 | $0.00 | ||
| Q1 25 | $0.06 | $0.04 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | $0.02 | $0.04 | ||
| Q2 24 | $0.01 | $-0.01 | ||
| Q1 24 | $-0.01 | $0.04 |
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 | $171.3M |
| 总债务越低越好 | $1.4B | $354.6M |
| 股东权益账面价值 | $2.0B | $-51.0M |
| 总资产 | $3.5B | $792.2M |
| 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LXPMNKD
| Q4 25 | $170.4M | $171.3M | ||
| Q3 25 | $229.7M | $260.0M | ||
| Q2 25 | $71.0M | $179.0M | ||
| Q1 25 | $70.9M | $181.5M | ||
| Q4 24 | $101.8M | $197.3M | ||
| Q3 24 | $55.0M | $251.6M | ||
| Q2 24 | $48.7M | $247.8M | ||
| Q1 24 | $293.8M | $300.7M |
总债务LXPMNKD
| Q4 25 | $1.4B | $354.6M | ||
| Q3 25 | $1.5B | $109.7M | ||
| Q2 25 | $1.5B | $36.2M | ||
| Q1 25 | $1.5B | $36.1M | ||
| Q4 24 | $1.6B | $36.1M | ||
| Q3 24 | — | $227.9M | ||
| Q2 24 | — | $227.6M | ||
| Q1 24 | — | $264.1M |
股东权益LXPMNKD
| Q4 25 | $2.0B | $-51.0M | ||
| Q3 25 | $2.1B | $-44.6M | ||
| Q2 25 | $2.1B | $-55.0M | ||
| Q1 25 | $2.1B | $-58.6M | ||
| Q4 24 | $2.1B | $-78.8M | ||
| Q3 24 | $2.1B | $-209.9M | ||
| Q2 24 | $2.1B | $-225.8M | ||
| Q1 24 | $2.2B | $-230.0M |
总资产LXPMNKD
| Q4 25 | $3.5B | $792.2M | ||
| Q3 25 | $3.7B | $494.6M | ||
| Q2 25 | $3.7B | $411.7M | ||
| Q1 25 | $3.8B | $410.1M | ||
| Q4 24 | $3.8B | $393.8M | ||
| Q3 24 | $3.9B | $464.2M | ||
| Q2 24 | $3.9B | $443.8M | ||
| Q1 24 | $4.2B | $480.9M |
负债/权益比LXPMNKD
| 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 | $-8.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-10.0M |
| 自由现金流率自由现金流/营收 | — | -8.9% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 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 | — | $13.7M |
8季度趋势，按日历期对齐
经营现金流LXPMNKD
| Q4 25 | $188.7M | $-8.0M | ||
| Q3 25 | $63.5M | $23.6M | ||
| Q2 25 | $44.3M | $8.9M | ||
| Q1 25 | $39.0M | $-6.4M | ||
| Q4 24 | $211.2M | $22.6M | ||
| Q3 24 | $64.6M | $9.3M | ||
| Q2 24 | $38.5M | $3.8M | ||
| Q1 24 | $38.9M | $6.7M |
自由现金流LXPMNKD
| Q4 25 | — | $-10.0M | ||
| Q3 25 | — | $22.5M | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $-6.7M | ||
| Q4 24 | — | $19.7M | ||
| Q3 24 | — | $7.9M | ||
| Q2 24 | — | $861.0K | ||
| Q1 24 | — | $4.3M |
自由现金流率LXPMNKD
| Q4 25 | — | -8.9% | ||
| Q3 25 | — | 27.4% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | -8.6% | ||
| Q4 24 | — | 25.7% | ||
| Q3 24 | — | 11.3% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 6.5% |
资本支出强度LXPMNKD
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 4.1% | ||
| Q1 24 | — | 3.6% |
现金转化率LXPMNKD
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | 2.96× | ||
| Q2 25 | 1.52× | 13.40× | ||
| Q1 25 | 2.05× | -0.48× | ||
| Q4 24 | — | 3.05× | ||
| Q3 24 | 10.18× | 0.81× | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | 0.63× |
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
MNKD
| Products | $50.4M | 45% |
| Royalty | $33.6M | 30% |
| Afrezza | $22.9M | 20% |
| V Go | $4.3M | 4% |
