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LXP Industrial Trust（LXP）与MP Materials Corp.（MP）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MP Materials Corp.的1.6倍（$86.7M vs $52.7M），LXP Industrial Trust净利率更高（33.2% vs 17.9%，领先15.3%），MP Materials Corp.同比增速更快（-13.6% vs -14.0%），过去两年MP Materials Corp.的营收复合增速更高（4.0% 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。
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
LXP vs MP — 直观对比
营收规模更大
LXP
是对方的1.6倍
$52.7M
营收增速更快
MP
高出0.4%
-14.0%
净利率更高
LXP
高出15.3%
17.9%
两年增速更快
MP
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $52.7M |
| 净利润 | $28.8M | $9.4M |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | -7.0% |
| 净利率 | 33.2% | 17.9% |
| 营收同比 | -14.0% | -13.6% |
| 净利润同比 | — | 142.2% |
| 每股收益（稀释后） | — | $0.07 |
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LXPMP
| Q4 25 | $86.7M | $52.7M | ||
| Q3 25 | $86.9M | $53.6M | ||
| Q2 25 | $87.7M | $57.4M | ||
| Q1 25 | $88.9M | $60.8M | ||
| Q4 24 | $100.9M | $61.0M | ||
| Q3 24 | $85.6M | $62.9M | ||
| Q2 24 | $85.8M | $31.3M | ||
| Q1 24 | $86.3M | $48.7M |
净利润LXPMP
| Q4 25 | $28.8M | $9.4M | ||
| Q3 25 | $36.3M | $-41.8M | ||
| Q2 25 | $29.1M | $-30.9M | ||
| Q1 25 | $19.0M | $-22.6M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | $6.3M | $-25.5M | ||
| Q2 24 | $5.4M | $-34.1M | ||
| Q1 24 | $-269.0K | $16.5M |
毛利率LXPMP
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | 81.9% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 82.5% | — | ||
| Q2 24 | 82.0% | — | ||
| Q1 24 | 82.4% | — |
营业利润率LXPMP
| Q4 25 | 34.6% | -7.0% | ||
| Q3 25 | 50.4% | -125.2% | ||
| Q2 25 | 33.7% | -76.5% | ||
| Q1 25 | 21.8% | -57.2% | ||
| Q4 24 | — | -72.1% | ||
| Q3 24 | 7.9% | -62.8% | ||
| Q2 24 | 6.9% | -171.1% | ||
| Q1 24 | 1.0% | -66.6% |
净利率LXPMP
| Q4 25 | 33.2% | 17.9% | ||
| Q3 25 | 41.7% | -78.0% | ||
| Q2 25 | 33.2% | -53.8% | ||
| Q1 25 | 21.4% | -37.2% | ||
| Q4 24 | — | -36.6% | ||
| Q3 24 | 7.4% | -40.5% | ||
| Q2 24 | 6.3% | -108.9% | ||
| Q1 24 | -0.3% | 33.9% |
每股收益（稀释后）LXPMP
| Q4 25 | — | $0.07 | ||
| Q3 25 | $0.12 | $-0.24 | ||
| Q2 25 | $0.09 | $-0.19 | ||
| Q1 25 | $0.06 | $-0.14 | ||
| Q4 24 | — | $-0.12 | ||
| Q3 24 | $0.02 | $-0.16 | ||
| Q2 24 | $0.01 | $-0.21 | ||
| Q1 24 | $-0.01 | $-0.08 |
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 | $1.2B |
| 总债务越低越好 | $1.4B | $998.7M |
| 股东权益账面价值 | $2.0B | $2.0B |
| 总资产 | $3.5B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.50× |
8季度趋势，按日历期对齐
现金及短期投资LXPMP
| Q4 25 | $170.4M | $1.2B | ||
| Q3 25 | $229.7M | $1.1B | ||
| Q2 25 | $71.0M | $261.5M | ||
| Q1 25 | $70.9M | $198.3M | ||
| Q4 24 | $101.8M | $282.4M | ||
| Q3 24 | $55.0M | $284.4M | ||
| Q2 24 | $48.7M | $295.6M | ||
| Q1 24 | $293.8M | $296.5M |
总债务LXPMP
| Q4 25 | $1.4B | $998.7M | ||
| Q3 25 | $1.5B | $997.3M | ||
| Q2 25 | $1.5B | $910.8M | ||
| Q1 25 | $1.5B | $909.8M | ||
| Q4 24 | $1.6B | $908.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LXPMP
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.1B | ||
| Q1 24 | $2.2B | $1.1B |
总资产LXPMP
| Q4 25 | $3.5B | $3.9B | ||
| Q3 25 | $3.7B | $3.8B | ||
| Q2 25 | $3.7B | $2.3B | ||
| Q1 25 | $3.8B | $2.4B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $3.9B | $2.3B | ||
| Q2 24 | $3.9B | $2.4B | ||
| Q1 24 | $4.2B | $2.4B |
负债/权益比LXPMP
| Q4 25 | 0.66× | 0.50× | ||
| Q3 25 | 0.72× | 0.51× | ||
| Q2 25 | 0.72× | 0.90× | ||
| Q1 25 | 0.73× | 0.88× | ||
| Q4 24 | 0.75× | 0.86× | ||
| 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 | $-46.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-109.3M |
| 自由现金流率自由现金流/营收 | — | -207.4% |
| 资本支出强度资本支出/营收 | — | 118.5% |
| 现金转化率经营现金流/净利润 | 6.56× | -4.97× |
| 过去12个月自由现金流最近4个季度 | — | $-328.1M |
8季度趋势，按日历期对齐
经营现金流LXPMP
| Q4 25 | $188.7M | $-46.9M | ||
| Q3 25 | $63.5M | $-42.0M | ||
| Q2 25 | $44.3M | $-3.7M | ||
| Q1 25 | $39.0M | $-63.2M | ||
| Q4 24 | $211.2M | $30.5M | ||
| Q3 24 | $64.6M | $-6.8M | ||
| Q2 24 | $38.5M | $30.8M | ||
| Q1 24 | $38.9M | $-41.1M |
自由现金流LXPMP
| Q4 25 | — | $-109.3M | ||
| Q3 25 | — | $-92.5M | ||
| Q2 25 | — | $-32.7M | ||
| Q1 25 | — | $-93.7M | ||
| Q4 24 | — | $-11.2M | ||
| Q3 24 | — | $-53.3M | ||
| Q2 24 | — | $-15.6M | ||
| Q1 24 | — | $-93.0M |
自由现金流率LXPMP
| Q4 25 | — | -207.4% | ||
| Q3 25 | — | -172.8% | ||
| Q2 25 | — | -56.9% | ||
| Q1 25 | — | -154.0% | ||
| Q4 24 | — | -18.3% | ||
| Q3 24 | — | -84.7% | ||
| Q2 24 | — | -50.1% | ||
| Q1 24 | — | -191.0% |
资本支出强度LXPMP
| Q4 25 | — | 118.5% | ||
| Q3 25 | — | 94.3% | ||
| Q2 25 | — | 50.5% | ||
| Q1 25 | — | 50.1% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 73.8% | ||
| Q2 24 | — | 148.7% | ||
| Q1 24 | — | 106.5% |
现金转化率LXPMP
| Q4 25 | 6.56× | -4.97× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | -2.49× |
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
MP
| Materials Segment | $35.6M | 68% |
| Other | $17.1M | 32% |
