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LXP Industrial Trust(LXP)与SITIME Corp(SITM)财务数据对比。点击上方公司名可切换其他公司
SITIME Corp的季度营收约是LXP Industrial Trust的1.3倍($113.6M vs $86.7M),SITIME Corp同比增速更快(88.3% vs -14.0%),过去两年SITIME Corp的营收复合增速更高(60.9% 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。
SiTime是总部位于美国加利福尼亚州圣克拉拉的上市无晶圆厂芯片企业,专注于微机电系统(MEMS)技术研发,旗下相关产品可用作各类电子设备的计时器件,可覆盖通信、工业、消费电子等多个应用场景。
LXP vs SITM — 直观对比
营收规模更大
SITM
是对方的1.3倍
$86.7M
营收增速更快
SITM
高出102.3%
-14.0%
两年增速更快
SITM
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $113.6M |
| 净利润 | $28.8M | — |
| 毛利率 | 81.5% | 59.0% |
| 营业利润率 | 34.6% | 30.2% |
| 净利率 | 33.2% | — |
| 营收同比 | -14.0% | 88.3% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | $-0.20 |
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
SITM
| Q1 26 | — | $113.6M | ||
| Q4 25 | $86.7M | $113.3M | ||
| Q3 25 | $86.9M | $83.6M | ||
| Q2 25 | $87.7M | $69.5M | ||
| Q1 25 | $88.9M | $60.3M | ||
| Q4 24 | $100.9M | $68.1M | ||
| Q3 24 | $85.6M | $57.7M | ||
| Q2 24 | $85.8M | $43.9M |
净利润
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | $28.8M | $9.2M | ||
| Q3 25 | $36.3M | $-8.0M | ||
| Q2 25 | $29.1M | $-20.2M | ||
| Q1 25 | $19.0M | $-23.9M | ||
| Q4 24 | — | $-18.8M | ||
| Q3 24 | $6.3M | $-19.3M | ||
| Q2 24 | $5.4M | $-26.8M |
毛利率
LXP
SITM
| Q1 26 | — | 59.0% | ||
| Q4 25 | 81.5% | 56.4% | ||
| Q3 25 | 82.3% | 53.5% | ||
| Q2 25 | 81.9% | 51.9% | ||
| Q1 25 | 80.7% | 50.3% | ||
| Q4 24 | 85.3% | 52.6% | ||
| Q3 24 | 82.5% | 51.1% | ||
| Q2 24 | 82.0% | 49.1% |
营业利润率
LXP
SITM
| Q1 26 | — | 30.2% | ||
| Q4 25 | 34.6% | 1.6% | ||
| Q3 25 | 50.4% | -19.2% | ||
| Q2 25 | 33.7% | -35.4% | ||
| Q1 25 | 21.8% | -46.6% | ||
| Q4 24 | — | -33.8% | ||
| Q3 24 | 7.9% | -43.1% | ||
| Q2 24 | 6.9% | -73.7% |
净利率
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | 33.2% | 8.1% | ||
| Q3 25 | 41.7% | -9.6% | ||
| Q2 25 | 33.2% | -29.0% | ||
| Q1 25 | 21.4% | -39.6% | ||
| Q4 24 | — | -27.6% | ||
| Q3 24 | 7.4% | -33.5% | ||
| Q2 24 | 6.3% | -61.0% |
每股收益(稀释后)
LXP
SITM
| Q1 26 | — | $-0.20 | ||
| Q4 25 | — | $0.44 | ||
| Q3 25 | $0.12 | $-0.31 | ||
| Q2 25 | $0.09 | $-0.84 | ||
| Q1 25 | $0.06 | $-1.01 | ||
| Q4 24 | — | $-0.80 | ||
| Q3 24 | $0.02 | $-0.83 | ||
| Q2 24 | $0.01 | $-1.16 |
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 | $498.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $1.2B |
| 总资产 | $3.5B | $1.3B |
| 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
SITM
| Q1 26 | — | $498.5M | ||
| Q4 25 | $170.4M | — | ||
| Q3 25 | $229.7M | — | ||
| Q2 25 | $71.0M | — | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $101.8M | — | ||
| Q3 24 | $55.0M | — | ||
| Q2 24 | $48.7M | — |
总债务
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
LXP
SITM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.1B | $692.5M | ||
| Q4 24 | $2.1B | $699.7M | ||
| Q3 24 | $2.1B | $696.2M | ||
| Q2 24 | $2.1B | $692.5M |
总资产
LXP
SITM
| Q1 26 | — | $1.3B | ||
| Q4 25 | $3.5B | $1.3B | ||
| Q3 25 | $3.7B | $1.3B | ||
| Q2 25 | $3.7B | $1.3B | ||
| Q1 25 | $3.8B | $872.1M | ||
| Q4 24 | $3.8B | $885.0M | ||
| Q3 24 | $3.9B | $877.9M | ||
| Q2 24 | $3.9B | $878.6M |
负债/权益比
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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
SITM
| Q1 26 | — | — | ||
| Q4 25 | $188.7M | $25.4M | ||
| Q3 25 | $63.5M | $31.4M | ||
| Q2 25 | $44.3M | $15.3M | ||
| Q1 25 | $39.0M | $15.0M | ||
| Q4 24 | $211.2M | $13.5M | ||
| Q3 24 | $64.6M | $8.2M | ||
| Q2 24 | $38.5M | $-181.0K |
自由现金流
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $26.3M | ||
| Q2 25 | — | $-2.9M | ||
| Q1 25 | — | $-1.3M | ||
| Q4 24 | — | $-2.4M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $-2.7M |
自由现金流率
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 31.5% | ||
| Q2 25 | — | -4.2% | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | -3.5% | ||
| Q3 24 | — | -11.6% | ||
| Q2 24 | — | -6.3% |
资本支出强度
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 6.1% | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 23.3% | ||
| Q3 24 | — | 25.7% | ||
| Q2 24 | — | 5.8% |
现金转化率
LXP
SITM
| Q1 26 | — | — | ||
| Q4 25 | 6.56× | 2.77× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图