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LXP Industrial Trust(LXP)与NATURAL RESOURCE PARTNERS LP(NRP)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NATURAL RESOURCE PARTNERS LP的1.7倍($86.7M vs $51.3M),NATURAL RESOURCE PARTNERS LP净利率更高(78.5% vs 33.2%,领先45.4%),LXP Industrial Trust同比增速更快(-14.0% vs -21.8%),过去两年LXP Industrial Trust的营收复合增速更高(0.3% vs -8.3%)
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。
Natural Resource Partners LP是总部位于美国的业主有限合伙企业,主要持有、管理及出租矿产储备权益,资产涵盖煤炭、集料、工业矿物与油气资源,业务主要布局于北美地区,核心收入来自第三方资源开采企业支付的特许权使用费。
LXP vs NRP — 直观对比
营收规模更大
LXP
是对方的1.7倍
$51.3M
营收增速更快
LXP
高出7.8%
-21.8%
净利率更高
NRP
高出45.4%
33.2%
两年增速更快
LXP
近两年复合增速
-8.3%
损益表 — Q4 FY2025 vs Q1 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $51.3M |
| 净利润 | $28.8M | $40.3M |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | 83.7% |
| 净利率 | 33.2% | 78.5% |
| 营收同比 | -14.0% | -21.8% |
| 净利润同比 | — | -28.4% |
| 每股收益(稀释后) | — | — |
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
NRP
| Q4 25 | $86.7M | — | ||
| Q3 25 | $86.9M | — | ||
| Q2 25 | $87.7M | — | ||
| Q1 25 | $88.9M | $51.3M | ||
| Q4 24 | $100.9M | $61.8M | ||
| Q3 24 | $85.6M | $50.4M | ||
| Q2 24 | $85.8M | $54.6M | ||
| Q1 24 | $86.3M | $65.6M |
净利润
LXP
NRP
| Q4 25 | $28.8M | — | ||
| Q3 25 | $36.3M | — | ||
| Q2 25 | $29.1M | — | ||
| Q1 25 | $19.0M | $40.3M | ||
| Q4 24 | — | $42.8M | ||
| Q3 24 | $6.3M | $38.6M | ||
| Q2 24 | $5.4M | $46.1M | ||
| Q1 24 | $-269.0K | $56.2M |
毛利率
LXP
NRP
| 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
NRP
| Q4 25 | 34.6% | — | ||
| Q3 25 | 50.4% | — | ||
| Q2 25 | 33.7% | — | ||
| Q1 25 | 21.8% | 83.7% | ||
| Q4 24 | — | 74.9% | ||
| Q3 24 | 7.9% | 84.9% | ||
| Q2 24 | 6.9% | 92.3% | ||
| Q1 24 | 1.0% | 91.0% |
净利率
LXP
NRP
| Q4 25 | 33.2% | — | ||
| Q3 25 | 41.7% | — | ||
| Q2 25 | 33.2% | — | ||
| Q1 25 | 21.4% | 78.5% | ||
| Q4 24 | — | 69.2% | ||
| Q3 24 | 7.4% | 76.6% | ||
| Q2 24 | 6.3% | 84.4% | ||
| Q1 24 | -0.3% | 85.7% |
每股收益(稀释后)
LXP
NRP
| Q4 25 | — | — | ||
| Q3 25 | $0.12 | — | ||
| Q2 25 | $0.09 | — | ||
| Q1 25 | $0.06 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.02 | — | ||
| Q2 24 | $0.01 | — | ||
| Q1 24 | $-0.01 | — |
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 | $30.9M |
| 总债务越低越好 | $1.4B | $138.8M |
| 股东权益账面价值 | $2.0B | — |
| 总资产 | $3.5B | $772.5M |
| 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
NRP
| Q4 25 | $170.4M | — | ||
| Q3 25 | $229.7M | — | ||
| Q2 25 | $71.0M | — | ||
| Q1 25 | $70.9M | $30.9M | ||
| Q4 24 | $101.8M | $30.4M | ||
| Q3 24 | $55.0M | $30.9M | ||
| Q2 24 | $48.7M | $32.3M | ||
| Q1 24 | $293.8M | $11.0M |
总债务
LXP
NRP
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $138.8M | ||
| Q4 24 | $1.6B | $142.1M | ||
| Q3 24 | — | $197.4M | ||
| Q2 24 | — | $210.3M | ||
| Q1 24 | — | $188.8M |
股东权益
LXP
NRP
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.1B | — | ||
| Q1 24 | $2.2B | — |
总资产
LXP
NRP
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.8B | $772.5M | ||
| Q4 24 | $3.8B | $772.9M | ||
| Q3 24 | $3.9B | $772.9M | ||
| Q2 24 | $3.9B | $789.6M | ||
| Q1 24 | $4.2B | $772.9M |
负债/权益比
LXP
NRP
| 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 | $34.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 6.56× | 0.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
LXP
NRP
| Q4 25 | $188.7M | — | ||
| Q3 25 | $63.5M | — | ||
| Q2 25 | $44.3M | — | ||
| Q1 25 | $39.0M | $34.4M | ||
| Q4 24 | $211.2M | $66.2M | ||
| Q3 24 | $64.6M | $54.1M | ||
| Q2 24 | $38.5M | $56.6M | ||
| Q1 24 | $38.9M | $71.5M |
资本支出强度
LXP
NRP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率
LXP
NRP
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | 0.86× | ||
| Q4 24 | — | 1.55× | ||
| Q3 24 | 10.18× | 1.40× | ||
| Q2 24 | 7.09× | 1.23× | ||
| Q1 24 | — | 1.27× |
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
NRP
| Coal Royalty Revenues | $35.5M | 69% |
| Soda Ash Segment | $4.6M | 9% |
| Transportation And Processing Services | $4.4M | 9% |
| Production Lease Minimum Revenues | $2.7M | 5% |
| Oil And Gas Royalty Revenues | $2.4M | 5% |
| Other | $1.6M | 3% |