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LXP Industrial Trust（LXP）与SONIDA SENIOR LIVING, INC.（SNDA）财务数据对比。点击上方公司名可切换其他公司
SONIDA SENIOR LIVING, INC.的季度营收约是LXP Industrial Trust的1.1倍（$97.7M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs -30.5%，领先63.7%），SONIDA SENIOR LIVING, INC.同比增速更快（6.2% vs -14.0%），过去两年SONIDA SENIOR LIVING, INC.的营收复合增速更高（20.3% 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。
Sonida Senior Living, Inc.是美国领先的养老社区运营商、所有者与投资方，按容纳居住人数规模位居行业前列。该公司及前身自1990年起深耕养老住房服务，截至2025年6月1日，已在美国20个州运营96个养老社区，总可容纳超1万名长者，其中83个为公司自有产权社区，13个为第三方委托管理社区。
LXP vs SNDA — 直观对比
营收规模更大
SNDA
是对方的1.1倍
$86.7M
营收增速更快
SNDA
高出20.2%
-14.0%
净利率更高
LXP
高出63.7%
-30.5%
两年增速更快
SNDA
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $97.7M |
| 净利润 | $28.8M | $-29.8M |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | -30.8% |
| 净利率 | 33.2% | -30.5% |
| 营收同比 | -14.0% | 6.2% |
| 净利润同比 | — | -441.0% |
| 每股收益（稀释后） | — | $-1.73 |
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LXPSNDA
| Q4 25 | $86.7M | $97.7M | ||
| Q3 25 | $86.9M | $98.0M | ||
| Q2 25 | $87.7M | $93.5M | ||
| Q1 25 | $88.9M | $91.9M | ||
| Q4 24 | $100.9M | $91.9M | ||
| Q3 24 | $85.6M | $74.8M | ||
| Q2 24 | $85.8M | $70.2M | ||
| Q1 24 | $86.3M | $67.4M |
净利润LXPSNDA
| Q4 25 | $28.8M | $-29.8M | ||
| Q3 25 | $36.3M | $-26.9M | ||
| Q2 25 | $29.1M | $-1.6M | ||
| Q1 25 | $19.0M | $-12.5M | ||
| Q4 24 | — | $-5.5M | ||
| Q3 24 | $6.3M | $-13.8M | ||
| Q2 24 | $5.4M | $-9.8M | ||
| Q1 24 | $-269.0K | $27.0M |
毛利率LXPSNDA
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | 81.9% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 82.5% | — | ||
| Q2 24 | 82.0% | — | ||
| Q1 24 | 82.4% | — |
营业利润率LXPSNDA
| Q4 25 | 34.6% | -30.8% | ||
| Q3 25 | 50.4% | -27.8% | ||
| Q2 25 | 33.7% | -2.0% | ||
| Q1 25 | 21.8% | 21.9% | ||
| Q4 24 | — | -6.7% | ||
| Q3 24 | 7.9% | -19.0% | ||
| Q2 24 | 6.9% | -13.9% | ||
| Q1 24 | 1.0% | 22.1% |
净利率LXPSNDA
| Q4 25 | 33.2% | -30.5% | ||
| Q3 25 | 41.7% | -27.4% | ||
| Q2 25 | 33.2% | -1.7% | ||
| Q1 25 | 21.4% | -13.6% | ||
| Q4 24 | — | -6.0% | ||
| Q3 24 | 7.4% | -18.4% | ||
| Q2 24 | 6.3% | -14.0% | ||
| Q1 24 | -0.3% | 40.1% |
每股收益（稀释后）LXPSNDA
| Q4 25 | — | $-1.73 | ||
| Q3 25 | $0.12 | $-1.56 | ||
| Q2 25 | $0.09 | $-0.16 | ||
| Q1 25 | $0.06 | $-0.77 | ||
| Q4 24 | — | $-0.86 | ||
| Q3 24 | $0.02 | $-0.98 | ||
| Q2 24 | $0.01 | $-0.86 | ||
| Q1 24 | $-0.01 | $2.16 |
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 | $11.0M |
| 总债务越低越好 | $1.4B | $689.7M |
| 股东权益账面价值 | $2.0B | $-11.0K |
| 总资产 | $3.5B | $844.8M |
| 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LXPSNDA
| Q4 25 | $170.4M | $11.0M | ||
| Q3 25 | $229.7M | $17.0M | ||
| Q2 25 | $71.0M | $14.1M | ||
| Q1 25 | $70.9M | $14.0M | ||
| Q4 24 | $101.8M | $17.0M | ||
| Q3 24 | $55.0M | $24.9M | ||
| Q2 24 | $48.7M | $9.5M | ||
| Q1 24 | $293.8M | $24.2M |
总债务LXPSNDA
| Q4 25 | $1.4B | $689.7M | ||
| Q3 25 | $1.5B | $684.4M | ||
| Q2 25 | $1.5B | $677.9M | ||
| Q1 25 | $1.5B | $650.9M | ||
| Q4 24 | $1.6B | $651.4M | ||
| Q3 24 | — | $604.1M | ||
| Q2 24 | — | $583.8M | ||
| Q1 24 | — | $578.1M |
股东权益LXPSNDA
| Q4 25 | $2.0B | $-11.0K | ||
| Q3 25 | $2.1B | $29.8M | ||
| Q2 25 | $2.1B | $56.7M | ||
| Q1 25 | $2.1B | $58.8M | ||
| Q4 24 | $2.1B | $71.8M | ||
| Q3 24 | $2.1B | $77.5M | ||
| Q2 24 | $2.1B | $-34.1M | ||
| Q1 24 | $2.2B | $-41.4M |
总资产LXPSNDA
| Q4 25 | $3.5B | $844.8M | ||
| Q3 25 | $3.7B | $854.8M | ||
| Q2 25 | $3.7B | $849.8M | ||
| Q1 25 | $3.8B | $824.5M | ||
| Q4 24 | $3.8B | $841.9M | ||
| Q3 24 | $3.9B | $796.2M | ||
| Q2 24 | $3.9B | $652.2M | ||
| Q1 24 | $4.2B | $636.3M |
负债/权益比LXPSNDA
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | 22.99× | ||
| Q2 25 | 0.72× | 11.96× | ||
| Q1 25 | 0.73× | 11.08× | ||
| Q4 24 | 0.75× | 9.07× | ||
| Q3 24 | — | 7.79× | ||
| 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 | $-400.0K |
| 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 | — | -9.5% |
| 资本支出强度资本支出/营收 | — | 9.1% |
| 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 | — | $-8.9M |
8季度趋势，按日历期对齐
经营现金流LXPSNDA
| Q4 25 | $188.7M | $-400.0K | ||
| Q3 25 | $63.5M | $12.0M | ||
| Q2 25 | $44.3M | $8.9M | ||
| Q1 25 | $39.0M | $3.8M | ||
| Q4 24 | $211.2M | $-3.1M | ||
| Q3 24 | $64.6M | $3.0M | ||
| Q2 24 | $38.5M | $2.5M | ||
| Q1 24 | $38.9M | $-4.1M |
自由现金流LXPSNDA
| Q4 25 | — | $-9.3M | ||
| Q3 25 | — | $3.0M | ||
| Q2 25 | — | $1.9M | ||
| Q1 25 | — | $-4.5M | ||
| Q4 24 | — | $-10.4M | ||
| Q3 24 | — | $-5.1M | ||
| Q2 24 | — | $-1.7M | ||
| Q1 24 | — | $-9.9M |
自由现金流率LXPSNDA
| Q4 25 | — | -9.5% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | -4.9% | ||
| Q4 24 | — | -11.3% | ||
| Q3 24 | — | -6.8% | ||
| Q2 24 | — | -2.4% | ||
| Q1 24 | — | -14.6% |
资本支出强度LXPSNDA
| Q4 25 | — | 9.1% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 7.9% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 8.5% |
现金转化率LXPSNDA
| 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 | — | -0.15× |
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
SNDA
| Health Care Resident Service | $86.3M | 88% |
| Community Reimbursement Revenue | $10.3M | 11% |
| Management Service | $1.1M | 1% |
