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LXP Industrial Trust（LXP）与Offerpad Solutions Inc.（OPAD）财务数据对比。点击上方公司名可切换其他公司
Offerpad Solutions Inc.的季度营收约是LXP Industrial Trust的1.3倍（$114.1M vs $86.7M），LXP Industrial Trust同比增速更快（-14.0% vs -34.5%），过去两年LXP Industrial Trust的营收复合增速更高（0.3% vs -36.8%）
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。
Offerpad Solutions Inc是美国知名房地产科技企业，专注于简化住宅房产交易流程，采用iBuyer模式直接向卖家收购房屋，完成翻新后挂牌出售，同时提供按揭、产权服务、灵活搬迁方案等配套服务，业务覆盖美国数十个州。
LXP vs OPAD — 直观对比
营收规模更大
OPAD
是对方的1.3倍
$86.7M
营收增速更快
LXP
高出20.5%
-34.5%
两年增速更快
LXP
近两年复合增速
-36.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $114.1M |
| 净利润 | $28.8M | — |
| 毛利率 | 81.5% | 7.0% |
| 营业利润率 | 34.6% | — |
| 净利率 | 33.2% | — |
| 营收同比 | -14.0% | -34.5% |
| 净利润同比 | — | 49.1% |
| 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LXPOPAD
| Q4 25 | $86.7M | $114.1M | ||
| Q3 25 | $86.9M | $132.7M | ||
| Q2 25 | $87.7M | $160.3M | ||
| Q1 25 | $88.9M | $160.7M | ||
| Q4 24 | $100.9M | $174.3M | ||
| Q3 24 | $85.6M | $208.1M | ||
| Q2 24 | $85.8M | $251.1M | ||
| Q1 24 | $86.3M | $285.4M |
净利润LXPOPAD
| Q4 25 | $28.8M | — | ||
| Q3 25 | $36.3M | $-11.6M | ||
| Q2 25 | $29.1M | $-10.9M | ||
| Q1 25 | $19.0M | $-15.1M | ||
| Q4 24 | — | $-17.3M | ||
| Q3 24 | $6.3M | $-13.5M | ||
| Q2 24 | $5.4M | $-13.8M | ||
| Q1 24 | $-269.0K | $-17.5M |
毛利率LXPOPAD
| Q4 25 | 81.5% | 7.0% | ||
| Q3 25 | 82.3% | 7.0% | ||
| Q2 25 | 81.9% | 8.9% | ||
| Q1 25 | 80.7% | 6.5% | ||
| Q4 24 | 85.3% | 6.1% | ||
| Q3 24 | 82.5% | 8.2% | ||
| Q2 24 | 82.0% | 8.7% | ||
| Q1 24 | 82.4% | 7.9% |
营业利润率LXPOPAD
| Q4 25 | 34.6% | — | ||
| Q3 25 | 50.4% | -5.1% | ||
| Q2 25 | 33.7% | -4.9% | ||
| Q1 25 | 21.8% | -7.2% | ||
| Q4 24 | — | -7.8% | ||
| Q3 24 | 7.9% | -4.3% | ||
| Q2 24 | 6.9% | -3.9% | ||
| Q1 24 | 1.0% | -4.8% |
净利率LXPOPAD
| Q4 25 | 33.2% | — | ||
| Q3 25 | 41.7% | -8.7% | ||
| Q2 25 | 33.2% | -6.8% | ||
| Q1 25 | 21.4% | -9.4% | ||
| Q4 24 | — | -9.9% | ||
| Q3 24 | 7.4% | -6.5% | ||
| Q2 24 | 6.3% | -5.5% | ||
| Q1 24 | -0.3% | -6.1% |
每股收益（稀释后）LXPOPAD
| Q4 25 | — | — | ||
| Q3 25 | $0.12 | $-0.37 | ||
| Q2 25 | $0.09 | $-0.39 | ||
| Q1 25 | $0.06 | $-0.55 | ||
| Q4 24 | — | $-0.64 | ||
| Q3 24 | $0.02 | $-0.49 | ||
| Q2 24 | $0.01 | $-0.50 | ||
| Q1 24 | $-0.01 | $-0.64 |
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 | $26.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $38.2M |
| 总资产 | $3.5B | $154.8M |
| 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LXPOPAD
| Q4 25 | $170.4M | $26.5M | ||
| Q3 25 | $229.7M | $31.0M | ||
| Q2 25 | $71.0M | $22.6M | ||
| Q1 25 | $70.9M | $30.8M | ||
| Q4 24 | $101.8M | $43.0M | ||
| Q3 24 | $55.0M | $48.5M | ||
| Q2 24 | $48.7M | $56.9M | ||
| Q1 24 | $293.8M | $68.5M |
总债务LXPOPAD
| 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LXPOPAD
| Q4 25 | $2.0B | $38.2M | ||
| Q3 25 | $2.1B | $39.9M | ||
| Q2 25 | $2.1B | $24.5M | ||
| Q1 25 | $2.1B | $34.2M | ||
| Q4 24 | $2.1B | $47.7M | ||
| Q3 24 | $2.1B | $64.7M | ||
| Q2 24 | $2.1B | $77.6M | ||
| Q1 24 | $2.2B | $88.1M |
总资产LXPOPAD
| Q4 25 | $3.5B | $154.8M | ||
| Q3 25 | $3.7B | $223.5M | ||
| Q2 25 | $3.7B | $268.0M | ||
| Q1 25 | $3.8B | $274.5M | ||
| Q4 24 | $3.8B | $313.1M | ||
| Q3 24 | $3.9B | $338.5M | ||
| Q2 24 | $3.9B | $406.6M | ||
| Q1 24 | $4.2B | $369.7M |
负债/权益比LXPOPAD
| 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 | $66.8M |
| 自由现金流经营现金流 - 资本支出 | — | $65.7M |
| 自由现金流率自由现金流/营收 | — | 57.6% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流LXPOPAD
| Q4 25 | $188.7M | $66.8M | ||
| Q3 25 | $63.5M | $40.0M | ||
| Q2 25 | $44.3M | $-13.5M | ||
| Q1 25 | $39.0M | $-10.2M | ||
| Q4 24 | $211.2M | $20.8M | ||
| Q3 24 | $64.6M | $39.6M | ||
| Q2 24 | $38.5M | $-54.4M | ||
| Q1 24 | $38.9M | $2.4M |
自由现金流LXPOPAD
| Q4 25 | — | $65.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-13.6M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $15.4M | ||
| Q3 24 | — | $38.7M | ||
| Q2 24 | — | $-54.4M | ||
| Q1 24 | — | $2.0M |
自由现金流率LXPOPAD
| Q4 25 | — | 57.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -8.5% | ||
| Q1 25 | — | -7.0% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 18.6% | ||
| Q2 24 | — | -21.7% | ||
| Q1 24 | — | 0.7% |
资本支出强度LXPOPAD
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.1% |
现金转化率LXPOPAD
| 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
