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LXP Industrial Trust（LXP）与Southland Holdings, Inc.（SLND）财务数据对比。点击上方公司名可切换其他公司
Southland Holdings, Inc.的季度营收约是LXP Industrial Trust的1.2倍（$104.0M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs -208.2%，领先241.3%），LXP Industrial Trust同比增速更快（-14.0% vs -61.1%），过去两年LXP Industrial Trust的营收复合增速更高（0.3% vs -39.9%）
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。
Southland Holdings, Inc.是北美知名基础设施建设企业，主营公路、桥梁、机场等交通工程、水处理系统搭建及商业场地开发业务，服务公共部门及私营领域客户，业务覆盖北美核心市场。
LXP vs SLND — 直观对比
营收规模更大
SLND
是对方的1.2倍
$86.7M
营收增速更快
LXP
高出47.1%
-61.1%
净利率更高
LXP
高出241.3%
-208.2%
两年增速更快
LXP
近两年复合增速
-39.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $104.0M |
| 净利润 | $28.8M | $-216.4M |
| 毛利率 | 81.5% | -186.0% |
| 营业利润率 | 34.6% | -202.4% |
| 净利率 | 33.2% | -208.2% |
| 营收同比 | -14.0% | -61.1% |
| 净利润同比 | — | -5108.5% |
| 每股收益（稀释后） | — | $-4.01 |
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LXPSLND
| Q4 25 | $86.7M | $104.0M | ||
| Q3 25 | $86.9M | $213.3M | ||
| Q2 25 | $87.7M | $215.4M | ||
| Q1 25 | $88.9M | $239.5M | ||
| Q4 24 | $100.9M | $267.3M | ||
| Q3 24 | $85.6M | $173.3M | ||
| Q2 24 | $85.8M | $251.5M | ||
| Q1 24 | $86.3M | $288.1M |
净利润LXPSLND
| Q4 25 | $28.8M | $-216.4M | ||
| Q3 25 | $36.3M | $-75.3M | ||
| Q2 25 | $29.1M | $-10.3M | ||
| Q1 25 | $19.0M | $-4.6M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | $6.3M | $-54.7M | ||
| Q2 24 | $5.4M | $-46.1M | ||
| Q1 24 | $-269.0K | $-406.0K |
毛利率LXPSLND
| Q4 25 | 81.5% | -186.0% | ||
| Q3 25 | 82.3% | 1.5% | ||
| Q2 25 | 81.9% | 6.2% | ||
| Q1 25 | 80.7% | 9.0% | ||
| Q4 24 | 85.3% | 2.9% | ||
| Q3 24 | 82.5% | -29.5% | ||
| Q2 24 | 82.0% | -15.9% | ||
| Q1 24 | 82.4% | 7.1% |
营业利润率LXPSLND
| Q4 25 | 34.6% | -202.4% | ||
| Q3 25 | 50.4% | -5.3% | ||
| Q2 25 | 33.7% | -0.1% | ||
| Q1 25 | 21.8% | 2.1% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | 7.9% | -39.6% | ||
| Q2 24 | 6.9% | -22.1% | ||
| Q1 24 | 1.0% | 2.1% |
净利率LXPSLND
| Q4 25 | 33.2% | -208.2% | ||
| Q3 25 | 41.7% | -35.3% | ||
| Q2 25 | 33.2% | -4.8% | ||
| Q1 25 | 21.4% | -1.9% | ||
| Q4 24 | — | -1.6% | ||
| Q3 24 | 7.4% | -31.6% | ||
| Q2 24 | 6.3% | -18.3% | ||
| Q1 24 | -0.3% | -0.1% |
每股收益（稀释后）LXPSLND
| Q4 25 | — | $-4.01 | ||
| Q3 25 | $0.12 | $-1.39 | ||
| Q2 25 | $0.09 | $-0.19 | ||
| Q1 25 | $0.06 | $-0.08 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | $0.02 | $-1.14 | ||
| Q2 24 | $0.01 | $-0.96 | ||
| 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 | $52.7M |
| 总债务越低越好 | $1.4B | $257.7M |
| 股东权益账面价值 | $2.0B | $-140.9M |
| 总资产 | $3.5B | $989.3M |
| 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LXPSLND
| Q4 25 | $170.4M | $52.7M | ||
| Q3 25 | $229.7M | $40.5M | ||
| Q2 25 | $71.0M | $46.5M | ||
| Q1 25 | $70.9M | $65.1M | ||
| Q4 24 | $101.8M | $72.2M | ||
| Q3 24 | $55.0M | $91.4M | ||
| Q2 24 | $48.7M | $52.4M | ||
| Q1 24 | $293.8M | $31.2M |
总债务LXPSLND
| Q4 25 | $1.4B | $257.7M | ||
| Q3 25 | $1.5B | $267.8M | ||
| Q2 25 | $1.5B | $278.6M | ||
| Q1 25 | $1.5B | $288.1M | ||
| Q4 24 | $1.6B | $300.1M | ||
| Q3 24 | — | $318.3M | ||
| Q2 24 | — | $307.8M | ||
| Q1 24 | — | $302.0M |
股东权益LXPSLND
| Q4 25 | $2.0B | $-140.9M | ||
| Q3 25 | $2.1B | $75.0M | ||
| Q2 25 | $2.1B | $151.1M | ||
| Q1 25 | $2.1B | $159.1M | ||
| Q4 24 | $2.1B | $163.7M | ||
| Q3 24 | $2.1B | $149.1M | ||
| Q2 24 | $2.1B | $203.3M | ||
| Q1 24 | $2.2B | $249.3M |
总资产LXPSLND
| Q4 25 | $3.5B | $989.3M | ||
| Q3 25 | $3.7B | $1.1B | ||
| Q2 25 | $3.7B | $1.2B | ||
| Q1 25 | $3.8B | $1.2B | ||
| Q4 24 | $3.8B | $1.2B | ||
| Q3 24 | $3.9B | $1.2B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.2B | $1.2B |
负债/权益比LXPSLND
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | 3.57× | ||
| Q2 25 | 0.72× | 1.84× | ||
| Q1 25 | 0.73× | 1.81× | ||
| Q4 24 | 0.75× | 1.83× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.21× |
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 | $9.7M |
| 自由现金流经营现金流 - 资本支出 | — | $9.3M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 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 | — | $12.7M |
8季度趋势，按日历期对齐
经营现金流LXPSLND
| Q4 25 | $188.7M | $9.7M | ||
| Q3 25 | $63.5M | $5.9M | ||
| Q2 25 | $44.3M | $-5.4M | ||
| Q1 25 | $39.0M | $6.4M | ||
| Q4 24 | $211.2M | $-10.3M | ||
| Q3 24 | $64.6M | $-5.3M | ||
| Q2 24 | $38.5M | $27.4M | ||
| Q1 24 | $38.9M | $-9.9M |
自由现金流LXPSLND
| Q4 25 | — | $9.3M | ||
| Q3 25 | — | $5.3M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | — | $4.6M | ||
| Q4 24 | — | $-11.5M | ||
| Q3 24 | — | $-7.3M | ||
| Q2 24 | — | $26.3M | ||
| Q1 24 | — | $-13.0M |
自由现金流率LXPSLND
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | -3.0% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | -4.3% | ||
| Q3 24 | — | -4.2% | ||
| Q2 24 | — | 10.5% | ||
| Q1 24 | — | -4.5% |
资本支出强度LXPSLND
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 1.1% |
现金转化率LXPSLND
| Q4 25 | 6.56× | — | ||
| 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
SLND
| Civil | $58.4M | 56% |
| Transportation | $45.6M | 44% |
