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LXP Industrial Trust(LXP)与西门子能源(REI)财务数据对比。点击上方公司名可切换其他公司
LXP Industrial Trust的季度营收约是西门子能源的1.3倍($86.7M vs $66.9M),LXP Industrial Trust同比增速更快(-14.0% vs -19.8%),过去两年LXP Industrial Trust的营收复合增速更高(0.3% vs -15.9%)
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。
西门子能源是一家上市能源企业,从原西门子天然气与电力部门分拆而来,目前为独立经营的德国企业,旗下全资拥有西门子歌美飒,业务覆盖全球能源领域的技术开发与项目运营,为各类客户提供专业的能源解决方案。
LXP vs REI — 直观对比
营收规模更大
LXP
是对方的1.3倍
$66.9M
营收增速更快
LXP
高出5.9%
-19.8%
两年增速更快
LXP
近两年复合增速
-15.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $66.9M |
| 净利润 | $28.8M | — |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | -37.6% |
| 净利率 | 33.2% | — |
| 营收同比 | -14.0% | -19.8% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | $-0.07 |
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
REI
| Q4 25 | $86.7M | $66.9M | ||
| Q3 25 | $86.9M | $78.6M | ||
| Q2 25 | $87.7M | $82.6M | ||
| Q1 25 | $88.9M | $79.1M | ||
| Q4 24 | $100.9M | $83.4M | ||
| Q3 24 | $85.6M | $89.2M | ||
| Q2 24 | $85.8M | $99.1M | ||
| Q1 24 | $86.3M | $94.5M |
净利润
LXP
REI
| Q4 25 | $28.8M | — | ||
| Q3 25 | $36.3M | $-51.6M | ||
| Q2 25 | $29.1M | $20.6M | ||
| Q1 25 | $19.0M | $9.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.3M | $33.9M | ||
| Q2 24 | $5.4M | $22.4M | ||
| Q1 24 | $-269.0K | $5.5M |
毛利率
LXP
REI
| 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
REI
| Q4 25 | 34.6% | -37.6% | ||
| Q3 25 | 50.4% | -70.0% | ||
| Q2 25 | 33.7% | 28.4% | ||
| Q1 25 | 21.8% | 28.3% | ||
| Q4 24 | — | 28.3% | ||
| Q3 24 | 7.9% | 33.4% | ||
| Q2 24 | 6.9% | 42.2% | ||
| Q1 24 | 1.0% | 39.8% |
净利率
LXP
REI
| Q4 25 | 33.2% | — | ||
| Q3 25 | 41.7% | -65.7% | ||
| Q2 25 | 33.2% | 25.0% | ||
| Q1 25 | 21.4% | 11.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.4% | 38.0% | ||
| Q2 24 | 6.3% | 22.6% | ||
| Q1 24 | -0.3% | 5.8% |
每股收益(稀释后)
LXP
REI
| Q4 25 | — | $-0.07 | ||
| Q3 25 | $0.12 | $-0.25 | ||
| Q2 25 | $0.09 | $0.10 | ||
| Q1 25 | $0.06 | $0.05 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | $0.02 | $0.17 | ||
| Q2 24 | $0.01 | $0.11 | ||
| Q1 24 | $-0.01 | $0.03 |
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 | $902.9K |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $836.3M |
| 总资产 | $3.5B | $1.4B |
| 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
REI
| Q4 25 | $170.4M | $902.9K | ||
| Q3 25 | $229.7M | $286.9K | ||
| Q2 25 | $71.0M | — | ||
| Q1 25 | $70.9M | $1.1M | ||
| Q4 24 | $101.8M | $1.9M | ||
| Q3 24 | $55.0M | — | ||
| Q2 24 | $48.7M | $1.2M | ||
| Q1 24 | $293.8M | $1.4M |
总债务
LXP
REI
| 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
REI
| Q4 25 | $2.0B | $836.3M | ||
| Q3 25 | $2.1B | $847.7M | ||
| Q2 25 | $2.1B | $897.9M | ||
| Q1 25 | $2.1B | $876.0M | ||
| Q4 24 | $2.1B | $858.6M | ||
| Q3 24 | $2.1B | $851.3M | ||
| Q2 24 | $2.1B | $817.4M | ||
| Q1 24 | $2.2B | $793.0M |
总资产
LXP
REI
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.7B | $1.4B | ||
| Q2 25 | $3.7B | $1.5B | ||
| Q1 25 | $3.8B | $1.5B | ||
| Q4 24 | $3.8B | $1.4B | ||
| Q3 24 | $3.9B | $1.4B | ||
| Q2 24 | $3.9B | $1.4B | ||
| Q1 24 | $4.2B | $1.4B |
负债/权益比
LXP
REI
| 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 | $44.7M |
| 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
LXP
REI
| Q4 25 | $188.7M | $44.7M | ||
| Q3 25 | $63.5M | $44.5M | ||
| Q2 25 | $44.3M | $33.3M | ||
| Q1 25 | $39.0M | $28.4M | ||
| Q4 24 | $211.2M | $47.3M | ||
| Q3 24 | $64.6M | $51.3M | ||
| Q2 24 | $38.5M | $50.6M | ||
| Q1 24 | $38.9M | $45.2M |
现金转化率
LXP
REI
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | 1.61× | ||
| Q1 25 | 2.05× | 3.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | 1.52× | ||
| Q2 24 | 7.09× | 2.26× | ||
| Q1 24 | — | 8.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图