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LXP Industrial Trust（LXP）与Porch Group, Inc.（PRCH）财务数据对比。点击上方公司名可切换其他公司
Porch Group, Inc.的季度营收约是LXP Industrial Trust的1.4倍（$121.1M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs -3.9%，领先37.0%），Porch Group, Inc.同比增速更快（100.0% vs -14.0%），过去两年Porch Group, Inc.的营收复合增速更高（26.4% 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。
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
LXP vs PRCH — 直观对比
营收规模更大
PRCH
是对方的1.4倍
$86.7M
营收增速更快
PRCH
高出114.0%
-14.0%
净利率更高
LXP
高出37.0%
-3.9%
两年增速更快
PRCH
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $121.1M |
| 净利润 | $28.8M | $-4.7M |
| 毛利率 | 81.5% | 52.7% |
| 营业利润率 | 34.6% | 34.7% |
| 净利率 | 33.2% | -3.9% |
| 营收同比 | -14.0% | 100.0% |
| 净利润同比 | — | 2.0% |
| 每股收益（稀释后） | — | $-0.04 |
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LXPPRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $86.7M | $112.3M | ||
| Q3 25 | $86.9M | $115.1M | ||
| Q2 25 | $87.7M | $107.0M | ||
| Q1 25 | $88.9M | $84.5M | ||
| Q4 24 | $100.9M | $75.3M | ||
| Q3 24 | $85.6M | $77.7M | ||
| Q2 24 | $85.8M | $75.9M |
净利润LXPPRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $28.8M | $-3.5M | ||
| Q3 25 | $36.3M | $-10.9M | ||
| Q2 25 | $29.1M | $2.6M | ||
| Q1 25 | $19.0M | $8.4M | ||
| Q4 24 | — | $30.5M | ||
| Q3 24 | $6.3M | $14.4M | ||
| Q2 24 | $5.4M | $-64.3M |
毛利率LXPPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 81.5% | 99.5% | ||
| Q3 25 | 82.3% | 75.6% | ||
| Q2 25 | 81.9% | 70.9% | ||
| Q1 25 | 80.7% | 77.4% | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 82.5% | 79.4% | ||
| Q2 24 | 82.0% | 22.1% |
营业利润率LXPPRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | 34.6% | 14.7% | ||
| Q3 25 | 50.4% | 14.2% | ||
| Q2 25 | 33.7% | 4.7% | ||
| Q1 25 | 21.8% | -1.5% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | 7.9% | -3.2% | ||
| Q2 24 | 6.9% | -69.2% |
净利率LXPPRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | 33.2% | -3.1% | ||
| Q3 25 | 41.7% | -9.4% | ||
| Q2 25 | 33.2% | 2.4% | ||
| Q1 25 | 21.4% | 9.9% | ||
| Q4 24 | — | 40.5% | ||
| Q3 24 | 7.4% | 18.5% | ||
| Q2 24 | 6.3% | -84.8% |
每股收益（稀释后）LXPPRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | — | $0.00 | ||
| Q3 25 | $0.12 | $-0.10 | ||
| Q2 25 | $0.09 | $0.00 | ||
| Q1 25 | $0.06 | $0.07 | ||
| Q4 24 | — | $0.34 | ||
| Q3 24 | $0.02 | $0.12 | ||
| Q2 24 | $0.01 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | $1.4B | $391.3M |
| 股东权益账面价值 | $2.0B | $26.3M |
| 总资产 | $3.5B | $806.6M |
| 负债/权益比越低杠杆越低 | 0.66× | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资LXPPRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $170.4M | $57.3M | ||
| Q3 25 | $229.7M | $85.0M | ||
| Q2 25 | $71.0M | $79.8M | ||
| Q1 25 | $70.9M | $70.4M | ||
| Q4 24 | $101.8M | $191.7M | ||
| Q3 24 | $55.0M | $238.6M | ||
| Q2 24 | $48.7M | $308.4M |
总债务LXPPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | $1.4B | $392.8M | ||
| Q3 25 | $1.5B | $387.1M | ||
| Q2 25 | $1.5B | $394.1M | ||
| Q1 25 | $1.5B | $409.2M | ||
| Q4 24 | $1.6B | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
股东权益LXPPRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $2.0B | $-24.6M | ||
| Q3 25 | $2.1B | $-27.9M | ||
| Q2 25 | $2.1B | $-29.3M | ||
| Q1 25 | $2.1B | $-52.4M | ||
| Q4 24 | $2.1B | $-43.2M | ||
| Q3 24 | $2.1B | $-77.0M | ||
| Q2 24 | $2.1B | $-101.9M |
总资产LXPPRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $3.5B | $797.4M | ||
| Q3 25 | $3.7B | $787.7M | ||
| Q2 25 | $3.7B | $770.7M | ||
| Q1 25 | $3.8B | $802.3M | ||
| Q4 24 | $3.8B | $814.0M | ||
| Q3 24 | $3.9B | $867.3M | ||
| Q2 24 | $3.9B | $876.1M |
负债/权益比LXPPRCH
| Q1 26 | — | 14.87× | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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× | — |
| 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LXPPRCH
| Q1 26 | — | — | ||
| Q4 25 | $188.7M | $1.2M | ||
| Q3 25 | $63.5M | $40.8M | ||
| Q2 25 | $44.3M | $35.6M | ||
| Q1 25 | $39.0M | $-11.2M | ||
| Q4 24 | $211.2M | $-26.6M | ||
| Q3 24 | $64.6M | $12.4M | ||
| Q2 24 | $38.5M | $-26.0M |
自由现金流LXPPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $40.7M | ||
| Q2 25 | — | $35.4M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $-26.8M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $-26.0M |
自由现金流率LXPPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | -13.3% | ||
| Q4 24 | — | -35.6% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | -34.3% |
资本支出强度LXPPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.1% |
现金转化率LXPPRCH
| Q1 26 | — | — | ||
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | 13.79× | ||
| Q1 25 | 2.05× | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | 10.18× | 0.86× | ||
| Q2 24 | 7.09× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
