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LXP Industrial Trust（LXP）与薛定谔（SDGR）财务数据对比。点击上方公司名可切换其他公司
薛定谔的季度营收约是LXP Industrial Trust的1.0倍（$87.2M vs $86.7M），薛定谔净利率更高（37.3% vs 33.2%，领先4.1%），薛定谔同比增速更快（-1.2% vs -14.0%），过去两年薛定谔的营收复合增速更高（54.4% 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。
薛定谔公司是领先的计算化学与物理软件平台提供商，配套提供相关咨询服务，聚焦生物医药、新材料研发领域，客户覆盖全球药企、化工企业、科研机构，可帮助客户缩短研发周期、降低研发成本。
LXP vs SDGR — 直观对比
营收规模更大
SDGR
是对方的1.0倍
$86.7M
营收增速更快
SDGR
高出12.8%
-14.0%
净利率更高
SDGR
高出4.1%
33.2%
两年增速更快
SDGR
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $87.2M |
| 净利润 | $28.8M | $32.5M |
| 毛利率 | 81.5% | 65.7% |
| 营业利润率 | 34.6% | -19.7% |
| 净利率 | 33.2% | 37.3% |
| 营收同比 | -14.0% | -1.2% |
| 净利润同比 | — | 180.8% |
| 每股收益（稀释后） | — | $0.45 |
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LXPSDGR
| Q4 25 | $86.7M | $87.2M | ||
| Q3 25 | $86.9M | $54.3M | ||
| Q2 25 | $87.7M | $54.8M | ||
| Q1 25 | $88.9M | $59.6M | ||
| Q4 24 | $100.9M | $88.3M | ||
| Q3 24 | $85.6M | $35.3M | ||
| Q2 24 | $85.8M | $47.3M | ||
| Q1 24 | $86.3M | $36.6M |
净利润LXPSDGR
| Q4 25 | $28.8M | $32.5M | ||
| Q3 25 | $36.3M | $-32.8M | ||
| Q2 25 | $29.1M | $-43.2M | ||
| Q1 25 | $19.0M | $-59.8M | ||
| Q4 24 | — | $-40.2M | ||
| Q3 24 | $6.3M | $-38.1M | ||
| Q2 24 | $5.4M | $-54.0M | ||
| Q1 24 | $-269.0K | $-54.7M |
毛利率LXPSDGR
| Q4 25 | 81.5% | 65.7% | ||
| Q3 25 | 82.3% | 51.6% | ||
| Q2 25 | 81.9% | 47.8% | ||
| Q1 25 | 80.7% | 52.3% | ||
| Q4 24 | 85.3% | 72.6% | ||
| Q3 24 | 82.5% | 50.2% | ||
| Q2 24 | 82.0% | 66.2% | ||
| Q1 24 | 82.4% | 51.6% |
营业利润率LXPSDGR
| Q4 25 | 34.6% | -19.7% | ||
| Q3 25 | 50.4% | -84.6% | ||
| Q2 25 | 33.7% | -96.6% | ||
| Q1 25 | 21.8% | -85.5% | ||
| Q4 24 | — | -23.5% | ||
| Q3 24 | 7.9% | -193.9% | ||
| Q2 24 | 6.9% | -111.4% | ||
| Q1 24 | 1.0% | -184.3% |
净利率LXPSDGR
| Q4 25 | 33.2% | 37.3% | ||
| Q3 25 | 41.7% | -60.4% | ||
| Q2 25 | 33.2% | -78.8% | ||
| Q1 25 | 21.4% | -100.4% | ||
| Q4 24 | — | -45.5% | ||
| Q3 24 | 7.4% | -108.1% | ||
| Q2 24 | 6.3% | -114.2% | ||
| Q1 24 | -0.3% | -149.5% |
每股收益（稀释后）LXPSDGR
| Q4 25 | — | $0.45 | ||
| Q3 25 | $0.12 | $-0.45 | ||
| Q2 25 | $0.09 | $-0.59 | ||
| Q1 25 | $0.06 | $-0.82 | ||
| Q4 24 | — | $-0.55 | ||
| Q3 24 | $0.02 | $-0.52 | ||
| Q2 24 | $0.01 | $-0.74 | ||
| Q1 24 | $-0.01 | $-0.76 |
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 | $395.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $364.1M |
| 总资产 | $3.5B | $726.2M |
| 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LXPSDGR
| Q4 25 | $170.4M | $395.5M | ||
| Q3 25 | $229.7M | $391.2M | ||
| Q2 25 | $71.0M | $450.2M | ||
| Q1 25 | $70.9M | $500.3M | ||
| Q4 24 | $101.8M | $352.1M | ||
| Q3 24 | $55.0M | $388.7M | ||
| Q2 24 | $48.7M | $377.3M | ||
| Q1 24 | $293.8M | $431.1M |
总债务LXPSDGR
| 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LXPSDGR
| Q4 25 | $2.0B | $364.1M | ||
| Q3 25 | $2.1B | $321.4M | ||
| Q2 25 | $2.1B | $342.9M | ||
| Q1 25 | $2.1B | $373.5M | ||
| Q4 24 | $2.1B | $421.4M | ||
| Q3 24 | $2.1B | $449.4M | ||
| Q2 24 | $2.1B | $474.0M | ||
| Q1 24 | $2.2B | $513.7M |
总资产LXPSDGR
| Q4 25 | $3.5B | $726.2M | ||
| Q3 25 | $3.7B | $653.7M | ||
| Q2 25 | $3.7B | $688.2M | ||
| Q1 25 | $3.8B | $743.0M | ||
| Q4 24 | $3.8B | $823.2M | ||
| Q3 24 | $3.9B | $669.3M | ||
| Q2 24 | $3.9B | $688.4M | ||
| Q1 24 | $4.2B | $737.8M |
负债/权益比LXPSDGR
| 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 | $-16.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.1M |
| 自由现金流率自由现金流/营收 | — | -18.5% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 6.56× | -0.50× |
| 过去12个月自由现金流最近4个季度 | — | $12.5M |
8季度趋势，按日历期对齐
经营现金流LXPSDGR
| Q4 25 | $188.7M | $-16.1M | ||
| Q3 25 | $63.5M | $-61.9M | ||
| Q2 25 | $44.3M | $-52.2M | ||
| Q1 25 | $39.0M | $144.1M | ||
| Q4 24 | $211.2M | $-31.1M | ||
| Q3 24 | $64.6M | $-33.3M | ||
| Q2 24 | $38.5M | $-53.7M | ||
| Q1 24 | $38.9M | $-39.3M |
自由现金流LXPSDGR
| Q4 25 | — | $-16.1M | ||
| Q3 25 | — | $-62.4M | ||
| Q2 25 | — | $-52.5M | ||
| Q1 25 | — | $143.5M | ||
| Q4 24 | — | $-32.0M | ||
| Q3 24 | — | $-34.6M | ||
| Q2 24 | — | $-54.7M | ||
| Q1 24 | — | $-43.4M |
自由现金流率LXPSDGR
| Q4 25 | — | -18.5% | ||
| Q3 25 | — | -114.8% | ||
| Q2 25 | — | -95.9% | ||
| Q1 25 | — | 240.9% | ||
| Q4 24 | — | -36.2% | ||
| Q3 24 | — | -98.0% | ||
| Q2 24 | — | -115.6% | ||
| Q1 24 | — | -118.5% |
资本支出强度LXPSDGR
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 11.2% |
现金转化率LXPSDGR
| Q4 25 | 6.56× | -0.50× | ||
| 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
业务分部营收拆解
LXP
暂无分部数据
SDGR
| On Premise Software | $44.4M | 51% |
| Drug Discovery Services | $17.6M | 20% |
| Hosted Software | $11.5M | 13% |
| Maintenance | $6.9M | 8% |
| Professional Services | $3.8M | 4% |
| July2024Agreement With Bill Melinda Gates Foundation | $2.7M | 3% |
