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LXP Industrial Trust（LXP）与SmartStop Self Storage REIT, Inc.（SMA）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SmartStop Self Storage REIT, Inc.的1.1倍（$86.7M vs $78.4M），LXP Industrial Trust净利率更高（33.2% vs 3.8%，领先29.4%），SmartStop Self Storage REIT, Inc.同比增速更快（29.4% vs -14.0%），过去两年SmartStop Self Storage REIT, Inc.的营收复合增速更高（17.3% 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。
SmartStop Self Storage REIT, Inc.是一家专注于持有、运营及收购优质自助仓储物业的房地产投资信托，业务覆盖美国多州与加拿大部分省份，为居民及商业客户提供安全灵活的个人物品、企业库存及季节性物品存储服务。
LXP vs SMA — 直观对比
营收规模更大
LXP
是对方的1.1倍
$78.4M
营收增速更快
SMA
高出43.3%
-14.0%
净利率更高
LXP
高出29.4%
3.8%
两年增速更快
SMA
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $78.4M |
| 净利润 | $28.8M | $3.0M |
| 毛利率 | 81.5% | 61.2% |
| 营业利润率 | 34.6% | 24.0% |
| 净利率 | 33.2% | 3.8% |
| 营收同比 | -14.0% | 29.4% |
| 净利润同比 | — | 2080.0% |
| 每股收益（稀释后） | — | — |
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LXPSMA
| Q4 25 | $86.7M | $78.4M | ||
| Q3 25 | $86.9M | $70.4M | ||
| Q2 25 | $87.7M | $66.8M | ||
| Q1 25 | $88.9M | $65.4M | ||
| Q4 24 | $100.9M | $60.6M | ||
| Q3 24 | $85.6M | $60.2M | ||
| Q2 24 | $85.8M | $59.2M | ||
| Q1 24 | $86.3M | $57.0M |
净利润LXPSMA
| Q4 25 | $28.8M | $3.0M | ||
| Q3 25 | $36.3M | $5.2M | ||
| Q2 25 | $29.1M | $-4.8M | ||
| Q1 25 | $19.0M | $-5.5M | ||
| Q4 24 | — | $-150.0K | ||
| Q3 24 | $6.3M | $-6.2M | ||
| Q2 24 | $5.4M | $-705.0K | ||
| Q1 24 | $-269.0K | $-1.6M |
毛利率LXPSMA
| Q4 25 | 81.5% | 61.2% | ||
| Q3 25 | 82.3% | 60.9% | ||
| Q2 25 | 81.9% | 59.3% | ||
| Q1 25 | 80.7% | 64.1% | ||
| Q4 24 | 85.3% | 66.3% | ||
| Q3 24 | 82.5% | 64.8% | ||
| Q2 24 | 82.0% | 66.4% | ||
| Q1 24 | 82.4% | 65.1% |
营业利润率LXPSMA
| Q4 25 | 34.6% | 24.0% | ||
| Q3 25 | 50.4% | 18.1% | ||
| Q2 25 | 33.7% | 15.4% | ||
| Q1 25 | 21.8% | 26.3% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | 7.9% | 29.4% | ||
| Q2 24 | 6.9% | 29.9% | ||
| Q1 24 | 1.0% | 28.0% |
净利率LXPSMA
| Q4 25 | 33.2% | 3.8% | ||
| Q3 25 | 41.7% | 7.4% | ||
| Q2 25 | 33.2% | -7.2% | ||
| Q1 25 | 21.4% | -8.3% | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | 7.4% | -10.3% | ||
| Q2 24 | 6.3% | -1.2% | ||
| Q1 24 | -0.3% | -2.9% |
每股收益（稀释后）LXPSMA
| Q4 25 | — | — | ||
| Q3 25 | $0.12 | $0.09 | ||
| Q2 25 | $0.09 | $-0.16 | ||
| Q1 25 | $0.06 | $-0.35 | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.02 | $-0.26 | ||
| Q2 24 | $0.01 | $-0.16 | ||
| Q1 24 | $-0.01 | $-0.20 |
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 | $54.2M |
| 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 | $2.4B |
| 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LXPSMA
| Q4 25 | $170.4M | $54.2M | ||
| Q3 25 | $229.7M | $47.8M | ||
| Q2 25 | $71.0M | $37.7M | ||
| Q1 25 | $70.9M | $35.2M | ||
| Q4 24 | $101.8M | $23.1M | ||
| Q3 24 | $55.0M | $36.7M | ||
| Q2 24 | $48.7M | $34.7M | ||
| Q1 24 | $293.8M | $39.2M |
总债务LXPSMA
| 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LXPSMA
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $303.0M | ||
| Q4 24 | $2.1B | $325.7M | ||
| Q3 24 | $2.1B | $343.9M | ||
| Q2 24 | $2.1B | $365.8M | ||
| Q1 24 | $2.2B | $384.8M |
总资产LXPSMA
| Q4 25 | $3.5B | $2.4B | ||
| Q3 25 | $3.7B | $2.4B | ||
| Q2 25 | $3.7B | $2.3B | ||
| Q1 25 | $3.8B | $2.1B | ||
| Q4 24 | $3.8B | $2.0B | ||
| Q3 24 | $3.9B | $1.9B | ||
| Q2 24 | $3.9B | $1.9B | ||
| Q1 24 | $4.2B | $1.9B |
负债/权益比LXPSMA
| 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 | $85.0M |
| 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× | 28.61× |
| 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LXPSMA
| Q4 25 | $188.7M | $85.0M | ||
| Q3 25 | $63.5M | $52.1M | ||
| Q2 25 | $44.3M | $8.0M | ||
| Q1 25 | $39.0M | $10.6M | ||
| Q4 24 | $211.2M | $64.0M | ||
| Q3 24 | $64.6M | $21.7M | ||
| Q2 24 | $38.5M | $17.3M | ||
| Q1 24 | $38.9M | $14.4M |
现金转化率LXPSMA
| Q4 25 | 6.56× | 28.61× | ||
| Q3 25 | 1.75× | 9.96× | ||
| 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
SMA
| Self Storage Rental Revenue | $62.0M | 79% |
| Other | $11.9M | 15% |
| Ancillary Operating Revenue | $2.9M | 4% |
| Asset Management1 | $1.7M | 2% |
