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LXP Industrial Trust(LXP)与PLAYSTUDIOS, Inc.(MYPS)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PLAYSTUDIOS, Inc.的1.6倍($86.7M vs $55.4M),LXP Industrial Trust净利率更高(33.2% vs -24.7%,领先57.9%),LXP Industrial Trust同比增速更快(-14.0% vs -18.3%),过去两年LXP Industrial Trust的营收复合增速更高(0.3% vs -15.6%)
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。
PLAYSTUDIOS是一家专注于开发发行免费社交及休闲博彩游戏的企业,产品覆盖移动端、桌面端及社交平台。其独有奖励体系支持玩家将游戏成就兑换为住宿、餐饮、演出门票等实体福利,业务覆盖全球多个主要市场。
LXP vs MYPS — 直观对比
营收规模更大
LXP
是对方的1.6倍
$55.4M
营收增速更快
LXP
高出4.3%
-18.3%
净利率更高
LXP
高出57.9%
-24.7%
两年增速更快
LXP
近两年复合增速
-15.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $55.4M |
| 净利润 | $28.8M | $-13.7M |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | -17.7% |
| 净利率 | 33.2% | -24.7% |
| 营收同比 | -14.0% | -18.3% |
| 净利润同比 | — | 38.9% |
| 每股收益(稀释后) | — | $-0.12 |
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
MYPS
| Q4 25 | $86.7M | $55.4M | ||
| Q3 25 | $86.9M | $57.6M | ||
| Q2 25 | $87.7M | $59.3M | ||
| Q1 25 | $88.9M | $62.7M | ||
| Q4 24 | $100.9M | $67.8M | ||
| Q3 24 | $85.6M | $71.2M | ||
| Q2 24 | $85.8M | $72.6M | ||
| Q1 24 | $86.3M | $77.8M |
净利润
LXP
MYPS
| Q4 25 | $28.8M | $-13.7M | ||
| Q3 25 | $36.3M | $-9.1M | ||
| Q2 25 | $29.1M | $-2.9M | ||
| Q1 25 | $19.0M | $-2.9M | ||
| Q4 24 | — | $-22.4M | ||
| Q3 24 | $6.3M | $-3.1M | ||
| Q2 24 | $5.4M | $-2.6M | ||
| Q1 24 | $-269.0K | $-567.0K |
毛利率
LXP
MYPS
| 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
LXP
MYPS
| Q4 25 | 34.6% | -17.7% | ||
| Q3 25 | 50.4% | -13.6% | ||
| Q2 25 | 33.7% | -5.9% | ||
| Q1 25 | 21.8% | -4.4% | ||
| Q4 24 | — | -33.1% | ||
| Q3 24 | 7.9% | -6.7% | ||
| Q2 24 | 6.9% | -5.5% | ||
| Q1 24 | 1.0% | -2.2% |
净利率
LXP
MYPS
| Q4 25 | 33.2% | -24.7% | ||
| Q3 25 | 41.7% | -15.8% | ||
| Q2 25 | 33.2% | -5.0% | ||
| Q1 25 | 21.4% | -4.6% | ||
| Q4 24 | — | -33.1% | ||
| Q3 24 | 7.4% | -4.3% | ||
| Q2 24 | 6.3% | -3.6% | ||
| Q1 24 | -0.3% | -0.7% |
每股收益(稀释后)
LXP
MYPS
| Q4 25 | — | $-0.12 | ||
| Q3 25 | $0.12 | $-0.07 | ||
| Q2 25 | $0.09 | $-0.02 | ||
| Q1 25 | $0.06 | $-0.02 | ||
| Q4 24 | — | $-0.18 | ||
| Q3 24 | $0.02 | $-0.02 | ||
| Q2 24 | $0.01 | $-0.02 | ||
| Q1 24 | $-0.01 | $0.00 |
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 | $104.9M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $227.9M |
| 总资产 | $3.5B | $290.6M |
| 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
LXP
MYPS
| Q4 25 | $170.4M | $104.9M | ||
| Q3 25 | $229.7M | $106.3M | ||
| Q2 25 | $71.0M | $112.9M | ||
| Q1 25 | $70.9M | $107.1M | ||
| Q4 24 | $101.8M | $109.2M | ||
| Q3 24 | $55.0M | $105.2M | ||
| Q2 24 | $48.7M | $106.3M | ||
| Q1 24 | $293.8M | $127.0M |
总债务
LXP
MYPS
| 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
LXP
MYPS
| Q4 25 | $2.0B | $227.9M | ||
| Q3 25 | $2.1B | $238.9M | ||
| Q2 25 | $2.1B | $245.3M | ||
| Q1 25 | $2.1B | $244.1M | ||
| Q4 24 | $2.1B | $244.7M | ||
| Q3 24 | $2.1B | $265.2M | ||
| Q2 24 | $2.1B | $263.6M | ||
| Q1 24 | $2.2B | $288.4M |
总资产
LXP
MYPS
| Q4 25 | $3.5B | $290.6M | ||
| Q3 25 | $3.7B | $299.2M | ||
| Q2 25 | $3.7B | $316.2M | ||
| Q1 25 | $3.8B | $313.8M | ||
| Q4 24 | $3.8B | $323.0M | ||
| Q3 24 | $3.9B | $330.6M | ||
| Q2 24 | $3.9B | $333.4M | ||
| Q1 24 | $4.2B | $357.5M |
负债/权益比
LXP
MYPS
| 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 | $3.7M |
| 自由现金流经营现金流 - 资本支出 | — | $3.6M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | $25.4M |
8季度趋势,按日历期对齐
经营现金流
LXP
MYPS
| Q4 25 | $188.7M | $3.7M | ||
| Q3 25 | $63.5M | $5.7M | ||
| Q2 25 | $44.3M | $13.6M | ||
| Q1 25 | $39.0M | $3.3M | ||
| Q4 24 | $211.2M | $11.6M | ||
| Q3 24 | $64.6M | $14.6M | ||
| Q2 24 | $38.5M | $14.5M | ||
| Q1 24 | $38.9M | $5.0M |
自由现金流
LXP
MYPS
| Q4 25 | — | $3.6M | ||
| Q3 25 | — | $5.4M | ||
| Q2 25 | — | $13.2M | ||
| Q1 25 | — | $3.2M | ||
| Q4 24 | — | $11.5M | ||
| Q3 24 | — | $13.9M | ||
| Q2 24 | — | $12.8M | ||
| Q1 24 | — | $3.6M |
自由现金流率
LXP
MYPS
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 22.3% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 19.6% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 4.6% |
资本支出强度
LXP
MYPS
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 1.9% |
现金转化率
LXP
MYPS
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图