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LXP Industrial Trust（LXP）与丰田北美（MPAA）财务数据对比。点击上方公司名可切换其他公司
丰田北美的季度营收约是LXP Industrial Trust的1.9倍（$167.7M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs 1.1%，领先32.1%），丰田北美同比增速更快（-9.9% vs -14.0%），过去两年LXP Industrial Trust的营收复合增速更高（0.3% vs -5.9%）
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。
丰田北美（TMNA）是丰田汽车旗下负责加拿大、墨西哥及美国全境业务的运营子公司，业务范围覆盖研发、生产制造、销售营销、售后及企业管理等板块，相关核心业务由TMNA统筹，部分板块由其他子公司及控股企业负责执行，公司总部位于得克萨斯州普莱诺，在肯塔基州乔治敦等多地设有分支机构。
LXP vs MPAA — 直观对比
营收规模更大
MPAA
是对方的1.9倍
$86.7M
营收增速更快
MPAA
高出4.1%
-14.0%
净利率更高
LXP
高出32.1%
1.1%
两年增速更快
LXP
近两年复合增速
-5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $167.7M |
| 净利润 | $28.8M | $1.8M |
| 毛利率 | 81.5% | 19.6% |
| 营业利润率 | 34.6% | 5.0% |
| 净利率 | 33.2% | 1.1% |
| 营收同比 | -14.0% | -9.9% |
| 净利润同比 | — | -22.4% |
| 每股收益（稀释后） | — | $0.09 |
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LXPMPAA
| Q4 25 | $86.7M | $167.7M | ||
| Q3 25 | $86.9M | $221.5M | ||
| Q2 25 | $87.7M | $188.4M | ||
| Q1 25 | $88.9M | $193.1M | ||
| Q4 24 | $100.9M | $186.2M | ||
| Q3 24 | $85.6M | $208.2M | ||
| Q2 24 | $85.8M | $169.9M | ||
| Q1 24 | $86.3M | $189.5M |
净利润LXPMPAA
| Q4 25 | $28.8M | $1.8M | ||
| Q3 25 | $36.3M | $-2.1M | ||
| Q2 25 | $29.1M | $3.0M | ||
| Q1 25 | $19.0M | $-722.0K | ||
| Q4 24 | — | $2.3M | ||
| Q3 24 | $6.3M | $-3.0M | ||
| Q2 24 | $5.4M | $-18.1M | ||
| Q1 24 | $-269.0K | $1.3M |
毛利率LXPMPAA
| Q4 25 | 81.5% | 19.6% | ||
| Q3 25 | 82.3% | 19.3% | ||
| Q2 25 | 81.9% | 18.0% | ||
| Q1 25 | 80.7% | 19.9% | ||
| Q4 24 | 85.3% | 24.1% | ||
| Q3 24 | 82.5% | 19.8% | ||
| Q2 24 | 82.0% | 17.2% | ||
| Q1 24 | 82.4% | 18.4% |
营业利润率LXPMPAA
| Q4 25 | 34.6% | 5.0% | ||
| Q3 25 | 50.4% | 7.4% | ||
| Q2 25 | 33.7% | 10.7% | ||
| Q1 25 | 21.8% | 8.4% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | 7.9% | 6.0% | ||
| Q2 24 | 6.9% | -3.8% | ||
| Q1 24 | 1.0% | 6.4% |
净利率LXPMPAA
| Q4 25 | 33.2% | 1.1% | ||
| Q3 25 | 41.7% | -1.0% | ||
| Q2 25 | 33.2% | 1.6% | ||
| Q1 25 | 21.4% | -0.4% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | 7.4% | -1.4% | ||
| Q2 24 | 6.3% | -10.6% | ||
| Q1 24 | -0.3% | 0.7% |
每股收益（稀释后）LXPMPAA
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.12 | $-0.11 | ||
| Q2 25 | $0.09 | $0.15 | ||
| Q1 25 | $0.06 | $-0.03 | ||
| Q4 24 | — | $0.11 | ||
| Q3 24 | $0.02 | $-0.15 | ||
| Q2 24 | $0.01 | $-0.92 | ||
| Q1 24 | $-0.01 | $0.06 |
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 | $19.6M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $258.5M |
| 总资产 | $3.5B | $991.3M |
| 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LXPMPAA
| Q4 25 | $170.4M | $19.6M | ||
| Q3 25 | $229.7M | $17.7M | ||
| Q2 25 | $71.0M | $14.5M | ||
| Q1 25 | $70.9M | $11.3M | ||
| Q4 24 | $101.8M | $12.7M | ||
| Q3 24 | $55.0M | $12.3M | ||
| Q2 24 | $48.7M | $9.4M | ||
| Q1 24 | $293.8M | $15.8M |
总债务LXPMPAA
| 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LXPMPAA
| Q4 25 | $2.0B | $258.5M | ||
| Q3 25 | $2.1B | $258.5M | ||
| Q2 25 | $2.1B | $260.1M | ||
| Q1 25 | $2.1B | $257.7M | ||
| Q4 24 | $2.1B | $262.7M | ||
| Q3 24 | $2.1B | $264.0M | ||
| Q2 24 | $2.1B | $267.2M | ||
| Q1 24 | $2.2B | $285.1M |
总资产LXPMPAA
| Q4 25 | $3.5B | $991.3M | ||
| Q3 25 | $3.7B | $990.0M | ||
| Q2 25 | $3.7B | $973.4M | ||
| Q1 25 | $3.8B | $957.6M | ||
| Q4 24 | $3.8B | $949.5M | ||
| Q3 24 | $3.9B | $986.2M | ||
| Q2 24 | $3.9B | $978.0M | ||
| Q1 24 | $4.2B | $1.0B |
负债/权益比LXPMPAA
| 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 | $-8.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.6M |
| 自由现金流率自由现金流/营收 | — | -5.2% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 6.56× | -4.63× |
| 过去12个月自由现金流最近4个季度 | — | $27.7M |
8季度趋势，按日历期对齐
经营现金流LXPMPAA
| Q4 25 | $188.7M | $-8.2M | ||
| Q3 25 | $63.5M | $21.9M | ||
| Q2 25 | $44.3M | $10.0M | ||
| Q1 25 | $39.0M | $9.1M | ||
| Q4 24 | $211.2M | $34.4M | ||
| Q3 24 | $64.6M | $22.9M | ||
| Q2 24 | $38.5M | $-20.8M | ||
| Q1 24 | $38.9M | $-9.3M |
自由现金流LXPMPAA
| Q4 25 | — | $-8.6M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | $9.2M | ||
| Q1 25 | — | $6.2M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $22.3M | ||
| Q2 24 | — | $-21.3M | ||
| Q1 24 | — | $-9.8M |
自由现金流率LXPMPAA
| Q4 25 | — | -5.2% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | -12.6% | ||
| Q1 24 | — | -5.2% |
资本支出强度LXPMPAA
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.3% |
现金转化率LXPMPAA
| Q4 25 | 6.56× | -4.63× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | 3.30× | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | 15.00× | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | -6.93× |
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
MPAA
| Reportable Segment Aggregation Before Other Operating Segment | $156.3M | 93% |
| Other | $11.4M | 7% |
