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LXP Industrial Trust（LXP）与Repay Holdings Corp（RPAY）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Repay Holdings Corp的1.1倍（$86.7M vs $78.6M），LXP Industrial Trust净利率更高（33.2% vs -178.3%，领先211.5%），Repay Holdings Corp同比增速更快（0.4% vs -14.0%），过去两年LXP Industrial Trust的营收复合增速更高（0.3% vs -1.3%）
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。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
LXP vs RPAY — 直观对比
营收规模更大
LXP
是对方的1.1倍
$78.6M
营收增速更快
RPAY
高出14.4%
-14.0%
净利率更高
LXP
高出211.5%
-178.3%
两年增速更快
LXP
近两年复合增速
-1.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $78.6M |
| 净利润 | $28.8M | $-140.1M |
| 毛利率 | 81.5% | 74.2% |
| 营业利润率 | 34.6% | -182.2% |
| 净利率 | 33.2% | -178.3% |
| 营收同比 | -14.0% | 0.4% |
| 净利润同比 | — | -3304.1% |
| 每股收益（稀释后） | — | $-1.68 |
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LXPRPAY
| Q4 25 | $86.7M | $78.6M | ||
| Q3 25 | $86.9M | $77.7M | ||
| Q2 25 | $87.7M | $75.6M | ||
| Q1 25 | $88.9M | $77.3M | ||
| Q4 24 | $100.9M | $78.3M | ||
| Q3 24 | $85.6M | $79.1M | ||
| Q2 24 | $85.8M | $74.9M | ||
| Q1 24 | $86.3M | $80.7M |
净利润LXPRPAY
| Q4 25 | $28.8M | $-140.1M | ||
| Q3 25 | $36.3M | $-6.4M | ||
| Q2 25 | $29.1M | $-102.3M | ||
| Q1 25 | $19.0M | $-7.9M | ||
| Q4 24 | — | $-4.1M | ||
| Q3 24 | $6.3M | $3.2M | ||
| Q2 24 | $5.4M | $-4.1M | ||
| Q1 24 | $-269.0K | $-5.2M |
毛利率LXPRPAY
| Q4 25 | 81.5% | 74.2% | ||
| Q3 25 | 82.3% | 74.4% | ||
| Q2 25 | 81.9% | 75.7% | ||
| Q1 25 | 80.7% | 75.9% | ||
| Q4 24 | 85.3% | 76.3% | ||
| Q3 24 | 82.5% | 77.8% | ||
| Q2 24 | 82.0% | 78.2% | ||
| Q1 24 | 82.4% | 76.2% |
营业利润率LXPRPAY
| Q4 25 | 34.6% | -182.2% | ||
| Q3 25 | 50.4% | -3.9% | ||
| Q2 25 | 33.7% | -138.7% | ||
| Q1 25 | 21.8% | -4.7% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | 7.9% | -0.9% | ||
| Q2 24 | 6.9% | -4.6% | ||
| Q1 24 | 1.0% | -3.1% |
净利率LXPRPAY
| Q4 25 | 33.2% | -178.3% | ||
| Q3 25 | 41.7% | -8.3% | ||
| Q2 25 | 33.2% | -135.2% | ||
| Q1 25 | 21.4% | -10.3% | ||
| Q4 24 | — | -5.3% | ||
| Q3 24 | 7.4% | 4.1% | ||
| Q2 24 | 6.3% | -5.4% | ||
| Q1 24 | -0.3% | -6.5% |
每股收益（稀释后）LXPRPAY
| Q4 25 | — | $-1.68 | ||
| Q3 25 | $0.12 | $-0.08 | ||
| Q2 25 | $0.09 | $-1.15 | ||
| Q1 25 | $0.06 | $-0.09 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | $0.02 | $0.03 | ||
| Q2 24 | $0.01 | $-0.04 | ||
| Q1 24 | $-0.01 | $-0.06 |
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 | $115.7M |
| 总债务越低越好 | $1.4B | $280.1M |
| 股东权益账面价值 | $2.0B | $484.4M |
| 总资产 | $3.5B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资LXPRPAY
| Q4 25 | $170.4M | $115.7M | ||
| Q3 25 | $229.7M | $95.7M | ||
| Q2 25 | $71.0M | $162.6M | ||
| Q1 25 | $70.9M | $165.5M | ||
| Q4 24 | $101.8M | $189.5M | ||
| Q3 24 | $55.0M | $168.7M | ||
| Q2 24 | $48.7M | $147.1M | ||
| Q1 24 | $293.8M | $128.3M |
总债务LXPRPAY
| Q4 25 | $1.4B | $280.1M | ||
| Q3 25 | $1.5B | $279.5M | ||
| Q2 25 | $1.5B | $279.0M | ||
| Q1 25 | $1.5B | $497.6M | ||
| Q4 24 | $1.6B | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
股东权益LXPRPAY
| Q4 25 | $2.0B | $484.4M | ||
| Q3 25 | $2.1B | $616.9M | ||
| Q2 25 | $2.1B | $633.7M | ||
| Q1 25 | $2.1B | $755.7M | ||
| Q4 24 | $2.1B | $761.3M | ||
| Q3 24 | $2.1B | $754.7M | ||
| Q2 24 | $2.1B | $815.4M | ||
| Q1 24 | $2.2B | $813.8M |
总资产LXPRPAY
| Q4 25 | $3.5B | $1.2B | ||
| Q3 25 | $3.7B | $1.3B | ||
| Q2 25 | $3.7B | $1.4B | ||
| Q1 25 | $3.8B | $1.5B | ||
| Q4 24 | $3.8B | $1.6B | ||
| Q3 24 | $3.9B | $1.6B | ||
| Q2 24 | $3.9B | $1.5B | ||
| Q1 24 | $4.2B | $1.5B |
负债/权益比LXPRPAY
| Q4 25 | 0.66× | 0.58× | ||
| Q3 25 | 0.72× | 0.45× | ||
| Q2 25 | 0.72× | 0.44× | ||
| Q1 25 | 0.73× | 0.66× | ||
| Q4 24 | 0.75× | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | — | $23.2M |
| 自由现金流率自由现金流/营收 | — | 29.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $90.7M |
8季度趋势，按日历期对齐
经营现金流LXPRPAY
| Q4 25 | $188.7M | $23.3M | ||
| Q3 25 | $63.5M | $32.2M | ||
| Q2 25 | $44.3M | $33.1M | ||
| Q1 25 | $39.0M | $2.5M | ||
| Q4 24 | $211.2M | $34.3M | ||
| Q3 24 | $64.6M | $60.1M | ||
| Q2 24 | $38.5M | $31.0M | ||
| Q1 24 | $38.9M | $24.8M |
自由现金流LXPRPAY
| Q4 25 | — | $23.2M | ||
| Q3 25 | — | $32.1M | ||
| Q2 25 | — | $33.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | $34.0M | ||
| Q3 24 | — | $59.8M | ||
| Q2 24 | — | $30.5M | ||
| Q1 24 | — | $24.7M |
自由现金流率LXPRPAY
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 41.3% | ||
| Q2 25 | — | 43.6% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 75.6% | ||
| Q2 24 | — | 40.7% | ||
| Q1 24 | — | 30.6% |
资本支出强度LXPRPAY
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 0.1% |
现金转化率LXPRPAY
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | 18.52× | ||
| 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
业务分部营收拆解
LXP
暂无分部数据
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
