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LXP Industrial Trust（LXP）与Oil-Dri Corp of America（ODC）财务数据对比。点击上方公司名可切换其他公司
Oil-Dri Corp of America的季度营收约是LXP Industrial Trust的1.4倍（$120.5M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs 12.8%，领先20.3%），Oil-Dri Corp of America同比增速更快（-5.8% vs -14.0%），过去两年Oil-Dri Corp of America的营收复合增速更高（6.8% 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。
美国Oil-Dri公司是专业吸附剂及黏土基产品生产商，主营工业溢油清理吸附材料、猫砂等宠物护理产品、农业土壤改良剂及运动场场地调理材料，客户覆盖北美及全球多个商业领域。
LXP vs ODC — 直观对比
营收规模更大
ODC
是对方的1.4倍
$86.7M
营收增速更快
ODC
高出8.2%
-14.0%
净利率更高
LXP
高出20.3%
12.8%
两年增速更快
ODC
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $120.5M |
| 净利润 | $28.8M | $15.5M |
| 毛利率 | 81.5% | 29.5% |
| 营业利润率 | 34.6% | 14.1% |
| 净利率 | 33.2% | 12.8% |
| 营收同比 | -14.0% | -5.8% |
| 净利润同比 | — | -5.6% |
| 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LXPODC
| Q4 25 | $86.7M | $120.5M | ||
| Q3 25 | $86.9M | $125.2M | ||
| Q2 25 | $87.7M | $115.5M | ||
| Q1 25 | $88.9M | $116.9M | ||
| Q4 24 | $100.9M | $127.9M | ||
| Q3 24 | $85.6M | $113.7M | ||
| Q2 24 | $85.8M | $106.8M | ||
| Q1 24 | $86.3M | $105.7M |
净利润LXPODC
| Q4 25 | $28.8M | $15.5M | ||
| Q3 25 | $36.3M | $13.1M | ||
| Q2 25 | $29.1M | $11.6M | ||
| Q1 25 | $19.0M | $12.9M | ||
| Q4 24 | — | $16.4M | ||
| Q3 24 | $6.3M | $8.5M | ||
| Q2 24 | $5.4M | $7.8M | ||
| Q1 24 | $-269.0K | $12.4M |
毛利率LXPODC
| Q4 25 | 81.5% | 29.5% | ||
| Q3 25 | 82.3% | 27.8% | ||
| Q2 25 | 81.9% | 28.6% | ||
| Q1 25 | 80.7% | 29.5% | ||
| Q4 24 | 85.3% | 31.9% | ||
| Q3 24 | 82.5% | 29.0% | ||
| Q2 24 | 82.0% | 28.2% | ||
| Q1 24 | 82.4% | 29.3% |
营业利润率LXPODC
| Q4 25 | 34.6% | 14.1% | ||
| Q3 25 | 50.4% | 12.5% | ||
| Q2 25 | 33.7% | 12.0% | ||
| Q1 25 | 21.8% | 15.0% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | 7.9% | 11.3% | ||
| Q2 24 | 6.9% | 9.8% | ||
| Q1 24 | 1.0% | 14.4% |
净利率LXPODC
| Q4 25 | 33.2% | 12.8% | ||
| Q3 25 | 41.7% | 10.4% | ||
| Q2 25 | 33.2% | 10.1% | ||
| Q1 25 | 21.4% | 11.1% | ||
| Q4 24 | — | 12.8% | ||
| Q3 24 | 7.4% | 7.5% | ||
| Q2 24 | 6.3% | 7.3% | ||
| Q1 24 | -0.3% | 11.7% |
每股收益（稀释后）LXPODC
| 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 | $42.4M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $266.5M |
| 总资产 | $3.5B | $380.7M |
| 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LXPODC
| Q4 25 | $170.4M | $42.4M | ||
| Q3 25 | $229.7M | $50.5M | ||
| Q2 25 | $71.0M | $36.5M | ||
| Q1 25 | $70.9M | $22.6M | ||
| Q4 24 | $101.8M | $12.5M | ||
| Q3 24 | $55.0M | $23.5M | ||
| Q2 24 | $48.7M | $46.8M | ||
| Q1 24 | $293.8M | $27.8M |
总债务LXPODC
| 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LXPODC
| Q4 25 | $2.0B | $266.5M | ||
| Q3 25 | $2.1B | $259.1M | ||
| Q2 25 | $2.1B | $246.9M | ||
| Q1 25 | $2.1B | $235.9M | ||
| Q4 24 | $2.1B | $224.0M | ||
| Q3 24 | $2.1B | $210.6M | ||
| Q2 24 | $2.1B | $202.9M | ||
| Q1 24 | $2.2B | $196.0M |
总资产LXPODC
| Q4 25 | $3.5B | $380.7M | ||
| Q3 25 | $3.7B | $391.7M | ||
| Q2 25 | $3.7B | $369.5M | ||
| Q1 25 | $3.8B | $353.7M | ||
| Q4 24 | $3.8B | $350.2M | ||
| Q3 24 | $3.9B | $354.6M | ||
| Q2 24 | $3.9B | $319.2M | ||
| Q1 24 | $4.2B | $296.2M |
负债/权益比LXPODC
| 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 | $10.3M |
| 自由现金流经营现金流 - 资本支出 | — | $1.3M |
| 自由现金流率自由现金流/营收 | — | 1.1% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | 6.56× | 0.67× |
| 过去12个月自由现金流最近4个季度 | — | $50.8M |
8季度趋势，按日历期对齐
经营现金流LXPODC
| Q4 25 | $188.7M | $10.3M | ||
| Q3 25 | $63.5M | $25.2M | ||
| Q2 25 | $44.3M | $22.7M | ||
| Q1 25 | $39.0M | $21.4M | ||
| Q4 24 | $211.2M | $10.9M | ||
| Q3 24 | $64.6M | $23.4M | ||
| Q2 24 | $38.5M | $19.0M | ||
| Q1 24 | $38.9M | $9.4M |
自由现金流LXPODC
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $17.1M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $-1.9M | ||
| Q3 24 | — | $15.1M | ||
| Q2 24 | — | $10.8M | ||
| Q1 24 | — | $1.9M |
自由现金流率LXPODC
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | 14.0% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 10.1% | ||
| Q1 24 | — | 1.8% |
资本支出强度LXPODC
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.7% | ||
| Q1 24 | — | 7.1% |
现金转化率LXPODC
| Q4 25 | 6.56× | 0.67× | ||
| Q3 25 | 1.75× | 1.93× | ||
| Q2 25 | 1.52× | 1.95× | ||
| Q1 25 | 2.05× | 1.66× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | 10.18× | 2.74× | ||
| Q2 24 | 7.09× | 2.44× | ||
| Q1 24 | — | 0.76× |
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
ODC
| Cat Litter | $64.6M | 54% |
| Fluids Purification | $26.7M | 22% |
| Agriculturaland Horticultural | $12.9M | 11% |
| Industrialand Sports | $11.6M | 10% |
| Animal Healthand Nutrition | $4.7M | 4% |
