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LXP Industrial Trust（LXP）与SEMrush Holdings, Inc.（SEMR）财务数据对比。点击上方公司名可切换其他公司
SEMrush Holdings, Inc.的季度营收约是LXP Industrial Trust的1.4倍（$117.7M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs -9.4%，领先42.6%），SEMrush Holdings, Inc.同比增速更快（14.6% vs -14.0%），过去两年SEMrush Holdings, Inc.的营收复合增速更高（17.1% 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。
SEMrush Holdings, Inc.是美国上市企业，旗下SaaS平台Semrush是知名的数字营销分析工具，可用于关键词研究、竞品分析、站点审计、反向链接追踪、域名权重监测及线上曝光度分析，能为每个关键词提供多维度数据，平台数据来自谷歌、必应等搜索引擎，可助力企业优化线上营销策略，提升数字运营效率。
LXP vs SEMR — 直观对比
营收规模更大
SEMR
是对方的1.4倍
$86.7M
营收增速更快
SEMR
高出28.6%
-14.0%
净利率更高
LXP
高出42.6%
-9.4%
两年增速更快
SEMR
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $117.7M |
| 净利润 | $28.8M | $-11.1M |
| 毛利率 | 81.5% | 80.4% |
| 营业利润率 | 34.6% | -11.8% |
| 净利率 | 33.2% | -9.4% |
| 营收同比 | -14.0% | 14.6% |
| 净利润同比 | — | -431.8% |
| 每股收益（稀释后） | — | $-0.09 |
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LXPSEMR
| Q4 25 | $86.7M | $117.7M | ||
| Q3 25 | $86.9M | $112.1M | ||
| Q2 25 | $87.7M | $108.9M | ||
| Q1 25 | $88.9M | $105.0M | ||
| Q4 24 | $100.9M | $102.6M | ||
| Q3 24 | $85.6M | $97.4M | ||
| Q2 24 | $85.8M | $91.0M | ||
| Q1 24 | $86.3M | $85.8M |
净利润LXPSEMR
| Q4 25 | $28.8M | $-11.1M | ||
| Q3 25 | $36.3M | $-2.1M | ||
| Q2 25 | $29.1M | $-6.6M | ||
| Q1 25 | $19.0M | $849.0K | ||
| Q4 24 | — | $3.3M | ||
| Q3 24 | $6.3M | $1.1M | ||
| Q2 24 | $5.4M | $1.7M | ||
| Q1 24 | $-269.0K | $2.1M |
毛利率LXPSEMR
| Q4 25 | 81.5% | 80.4% | ||
| Q3 25 | 82.3% | 80.2% | ||
| Q2 25 | 81.9% | 80.6% | ||
| Q1 25 | 80.7% | 81.1% | ||
| Q4 24 | 85.3% | 81.7% | ||
| Q3 24 | 82.5% | 82.5% | ||
| Q2 24 | 82.0% | 83.6% | ||
| Q1 24 | 82.4% | 82.9% |
营业利润率LXPSEMR
| Q4 25 | 34.6% | -11.8% | ||
| Q3 25 | 50.4% | -4.0% | ||
| Q2 25 | 33.7% | -4.0% | ||
| Q1 25 | 21.8% | -0.1% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | 7.9% | 1.8% | ||
| Q2 24 | 6.9% | 3.7% | ||
| Q1 24 | 1.0% | 1.7% |
净利率LXPSEMR
| Q4 25 | 33.2% | -9.4% | ||
| Q3 25 | 41.7% | -1.9% | ||
| Q2 25 | 33.2% | -6.0% | ||
| Q1 25 | 21.4% | 0.8% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 7.4% | 1.1% | ||
| Q2 24 | 6.3% | 1.8% | ||
| Q1 24 | -0.3% | 2.5% |
每股收益（稀释后）LXPSEMR
| Q4 25 | — | $-0.09 | ||
| Q3 25 | $0.12 | $-0.01 | ||
| Q2 25 | $0.09 | $-0.04 | ||
| Q1 25 | $0.06 | $0.01 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | $0.02 | $0.01 | ||
| Q2 24 | $0.01 | $0.01 | ||
| Q1 24 | $-0.01 | $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 | $264.3M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $288.6M |
| 总资产 | $3.5B | $454.1M |
| 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LXPSEMR
| Q4 25 | $170.4M | $264.3M | ||
| Q3 25 | $229.7M | $80.8M | ||
| Q2 25 | $71.0M | $54.3M | ||
| Q1 25 | $70.9M | $64.7M | ||
| Q4 24 | $101.8M | $48.9M | ||
| Q3 24 | $55.0M | $45.1M | ||
| Q2 24 | $48.7M | $69.6M | ||
| Q1 24 | $293.8M | $41.4M |
总债务LXPSEMR
| 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LXPSEMR
| Q4 25 | $2.0B | $288.6M | ||
| Q3 25 | $2.1B | $289.7M | ||
| Q2 25 | $2.1B | $279.0M | ||
| Q1 25 | $2.1B | $268.7M | ||
| Q4 24 | $2.1B | $256.6M | ||
| Q3 24 | $2.1B | $248.5M | ||
| Q2 24 | $2.1B | $235.6M | ||
| Q1 24 | $2.2B | $226.0M |
总资产LXPSEMR
| Q4 25 | $3.5B | $454.1M | ||
| Q3 25 | $3.7B | $450.4M | ||
| Q2 25 | $3.7B | $424.9M | ||
| Q1 25 | $3.8B | $416.5M | ||
| Q4 24 | $3.8B | $390.9M | ||
| Q3 24 | $3.9B | $383.8M | ||
| Q2 24 | $3.9B | $372.9M | ||
| Q1 24 | $4.2B | $341.7M |
负债/权益比LXPSEMR
| 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 | $14.9M |
| 自由现金流经营现金流 - 资本支出 | — | $14.8M |
| 自由现金流率自由现金流/营收 | — | 12.6% |
| 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 | — | $57.8M |
8季度趋势，按日历期对齐
经营现金流LXPSEMR
| Q4 25 | $188.7M | $14.9M | ||
| Q3 25 | $63.5M | $21.9M | ||
| Q2 25 | $44.3M | $684.0K | ||
| Q1 25 | $39.0M | $22.1M | ||
| Q4 24 | $211.2M | $11.9M | ||
| Q3 24 | $64.6M | $8.1M | ||
| Q2 24 | $38.5M | $12.1M | ||
| Q1 24 | $38.9M | $14.8M |
自由现金流LXPSEMR
| Q4 25 | — | $14.8M | ||
| Q3 25 | — | $21.5M | ||
| Q2 25 | — | $80.0K | ||
| Q1 25 | — | $21.4M | ||
| Q4 24 | — | $11.5M | ||
| Q3 24 | — | $7.6M | ||
| Q2 24 | — | $10.0M | ||
| Q1 24 | — | $14.0M |
自由现金流率LXPSEMR
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 19.2% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 20.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 11.0% | ||
| Q1 24 | — | 16.3% |
资本支出强度LXPSEMR
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 0.9% |
现金转化率LXPSEMR
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | 26.04× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | 10.18× | 7.44× | ||
| Q2 24 | 7.09× | 7.32× | ||
| Q1 24 | — | 6.91× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
