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LXP Industrial Trust(LXP)与RICHARDSON ELECTRONICS, LTD.(RELL)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RICHARDSON ELECTRONICS, LTD.的1.7倍($86.7M vs $52.3M),LXP Industrial Trust净利率更高(33.2% vs -0.2%,领先33.4%),RICHARDSON ELECTRONICS, LTD.同比增速更快(5.7% vs -14.0%),过去两年LXP Industrial Trust的营收复合增速更高(0.3% 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。
詹姆斯·理查森集团(又名JR集团)是澳大利亚私有综合企业,业务涵盖家具、酒店、房地产及零售领域,总部位于墨尔本阿伯茨福德区,全球雇员约2300人。该企业最为消费者熟知的是其分布在澳大拉西亚和中东地区机场、边境口岸的免税零售门店,在以色列是家喻户晓的企业。
LXP vs RELL — 直观对比
营收规模更大
LXP
是对方的1.7倍
$52.3M
营收增速更快
RELL
高出19.6%
-14.0%
净利率更高
LXP
高出33.4%
-0.2%
两年增速更快
LXP
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $52.3M |
| 净利润 | $28.8M | $-121.0K |
| 毛利率 | 81.5% | 30.7% |
| 营业利润率 | 34.6% | 0.3% |
| 净利率 | 33.2% | -0.2% |
| 营收同比 | -14.0% | 5.7% |
| 净利润同比 | — | 83.9% |
| 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
RELL
| Q4 25 | $86.7M | $52.3M | ||
| Q3 25 | $86.9M | $54.6M | ||
| Q2 25 | $87.7M | — | ||
| Q1 25 | $88.9M | $53.8M | ||
| Q4 24 | $100.9M | $49.5M | ||
| Q3 24 | $85.6M | $53.7M | ||
| Q2 24 | $85.8M | — | ||
| Q1 24 | $86.3M | $52.4M |
净利润
LXP
RELL
| Q4 25 | $28.8M | $-121.0K | ||
| Q3 25 | $36.3M | $1.9M | ||
| Q2 25 | $29.1M | — | ||
| Q1 25 | $19.0M | $-2.1M | ||
| Q4 24 | — | $-751.0K | ||
| Q3 24 | $6.3M | $590.0K | ||
| Q2 24 | $5.4M | — | ||
| Q1 24 | $-269.0K | $750.0K |
毛利率
LXP
RELL
| Q4 25 | 81.5% | 30.7% | ||
| Q3 25 | 82.3% | 31.0% | ||
| Q2 25 | 81.9% | — | ||
| Q1 25 | 80.7% | 31.0% | ||
| Q4 24 | 85.3% | 31.0% | ||
| Q3 24 | 82.5% | 30.6% | ||
| Q2 24 | 82.0% | — | ||
| Q1 24 | 82.4% | 29.5% |
营业利润率
LXP
RELL
| Q4 25 | 34.6% | 0.3% | ||
| Q3 25 | 50.4% | 1.8% | ||
| Q2 25 | 33.7% | — | ||
| Q1 25 | 21.8% | -5.1% | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | 7.9% | 0.6% | ||
| Q2 24 | 6.9% | — | ||
| Q1 24 | 1.0% | 1.9% |
净利率
LXP
RELL
| Q4 25 | 33.2% | -0.2% | ||
| Q3 25 | 41.7% | 3.5% | ||
| Q2 25 | 33.2% | — | ||
| Q1 25 | 21.4% | -3.8% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | 7.4% | 1.1% | ||
| Q2 24 | 6.3% | — | ||
| Q1 24 | -0.3% | 1.4% |
每股收益(稀释后)
LXP
RELL
| 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 | $33.1M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $158.5M |
| 总资产 | $3.5B | $201.8M |
| 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
LXP
RELL
| Q4 25 | $170.4M | $33.1M | ||
| Q3 25 | $229.7M | $35.7M | ||
| Q2 25 | $71.0M | — | ||
| Q1 25 | $70.9M | $36.7M | ||
| Q4 24 | $101.8M | $26.6M | ||
| Q3 24 | $55.0M | $23.0M | ||
| Q2 24 | $48.7M | — | ||
| Q1 24 | $293.8M | $18.9M |
总债务
LXP
RELL
| 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
RELL
| Q4 25 | $2.0B | $158.5M | ||
| Q3 25 | $2.1B | $159.4M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | $152.9M | ||
| Q4 24 | $2.1B | $156.2M | ||
| Q3 24 | $2.1B | $159.1M | ||
| Q2 24 | $2.1B | — | ||
| Q1 24 | $2.2B | $158.6M |
总资产
LXP
RELL
| Q4 25 | $3.5B | $201.8M | ||
| Q3 25 | $3.7B | $200.1M | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.8B | $189.8M | ||
| Q4 24 | $3.8B | $195.2M | ||
| Q3 24 | $3.9B | $197.9M | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $4.2B | $193.6M |
负债/权益比
LXP
RELL
| 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 | $-99.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-1.7M |
| 自由现金流率自由现金流/营收 | — | -3.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 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 | — | $7.6M |
8季度趋势,按日历期对齐
经营现金流
LXP
RELL
| Q4 25 | $188.7M | $-99.0K | ||
| Q3 25 | $63.5M | $1.4M | ||
| Q2 25 | $44.3M | — | ||
| Q1 25 | $39.0M | $4.6M | ||
| Q4 24 | $211.2M | $5.5M | ||
| Q3 24 | $64.6M | $412.0K | ||
| Q2 24 | $38.5M | — | ||
| Q1 24 | $38.9M | $-2.5M |
自由现金流
LXP
RELL
| Q4 25 | — | $-1.7M | ||
| Q3 25 | — | $342.0K | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $4.1M | ||
| Q4 24 | — | $4.9M | ||
| Q3 24 | — | $-514.0K | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-2.9M |
自由现金流率
LXP
RELL
| Q4 25 | — | -3.3% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | -1.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -5.6% |
资本支出强度
LXP
RELL
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.8% |
现金转化率
LXP
RELL
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | 0.72× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | 0.70× | ||
| Q2 24 | 7.09× | — | ||
| Q1 24 | — | -3.37× |
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
RELL
| Power And Microwave Technologies Group | $35.2M | 67% |
| Canvys | $8.8M | 17% |
| Global Energy Solutions | $8.3M | 16% |