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LXP Industrial Trust(LXP)与Tarsus Pharmaceuticals, Inc.(TARS)财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是LXP Industrial Trust的1.7倍($151.7M vs $86.7M),LXP Industrial Trust净利率更高(33.2% vs -5.5%,领先38.7%),Tarsus Pharmaceuticals, Inc.同比增速更快(128.4% vs -14.0%),过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高(134.4% 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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司,专注于眼科、皮肤科等专科领域创新疗法的研发和商业化,主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症,核心市场为美国。
LXP vs TARS — 直观对比
营收规模更大
TARS
是对方的1.7倍
$86.7M
营收增速更快
TARS
高出142.4%
-14.0%
净利率更高
LXP
高出38.7%
-5.5%
两年增速更快
TARS
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $151.7M |
| 净利润 | $28.8M | $-8.4M |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | -5.3% |
| 净利率 | 33.2% | -5.5% |
| 营收同比 | -14.0% | 128.4% |
| 净利润同比 | — | 63.8% |
| 每股收益(稀释后) | — | $-0.17 |
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
TARS
| Q4 25 | $86.7M | $151.7M | ||
| Q3 25 | $86.9M | $118.7M | ||
| Q2 25 | $87.7M | $102.7M | ||
| Q1 25 | $88.9M | $78.3M | ||
| Q4 24 | $100.9M | $66.4M | ||
| Q3 24 | $85.6M | $48.1M | ||
| Q2 24 | $85.8M | $40.8M | ||
| Q1 24 | $86.3M | $27.6M |
净利润
LXP
TARS
| Q4 25 | $28.8M | $-8.4M | ||
| Q3 25 | $36.3M | $-12.6M | ||
| Q2 25 | $29.1M | $-20.3M | ||
| Q1 25 | $19.0M | $-25.1M | ||
| Q4 24 | — | $-23.1M | ||
| Q3 24 | $6.3M | $-23.4M | ||
| Q2 24 | $5.4M | $-33.3M | ||
| Q1 24 | $-269.0K | $-35.7M |
毛利率
LXP
TARS
| 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
LXP
TARS
| Q4 25 | 34.6% | -5.3% | ||
| Q3 25 | 50.4% | -12.2% | ||
| Q2 25 | 33.7% | -21.6% | ||
| Q1 25 | 21.8% | -33.5% | ||
| Q4 24 | — | -36.8% | ||
| Q3 24 | 7.9% | -52.3% | ||
| Q2 24 | 6.9% | -81.6% | ||
| Q1 24 | 1.0% | -136.5% |
净利率
LXP
TARS
| Q4 25 | 33.2% | -5.5% | ||
| Q3 25 | 41.7% | -10.6% | ||
| Q2 25 | 33.2% | -19.8% | ||
| Q1 25 | 21.4% | -32.1% | ||
| Q4 24 | — | -34.8% | ||
| Q3 24 | 7.4% | -48.7% | ||
| Q2 24 | 6.3% | -81.6% | ||
| Q1 24 | -0.3% | -129.4% |
每股收益(稀释后)
LXP
TARS
| Q4 25 | — | $-0.17 | ||
| Q3 25 | $0.12 | $-0.30 | ||
| Q2 25 | $0.09 | $-0.48 | ||
| Q1 25 | $0.06 | $-0.64 | ||
| Q4 24 | — | $-0.57 | ||
| Q3 24 | $0.02 | $-0.61 | ||
| Q2 24 | $0.01 | $-0.88 | ||
| Q1 24 | $-0.01 | $-1.01 |
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 | $417.3M |
| 总债务越低越好 | $1.4B | $72.4M |
| 股东权益账面价值 | $2.0B | $343.4M |
| 总资产 | $3.5B | $562.2M |
| 负债/权益比越低杠杆越低 | 0.66× | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
LXP
TARS
| Q4 25 | $170.4M | $417.3M | ||
| Q3 25 | $229.7M | $401.8M | ||
| Q2 25 | $71.0M | $381.1M | ||
| Q1 25 | $70.9M | $407.9M | ||
| Q4 24 | $101.8M | $291.4M | ||
| Q3 24 | $55.0M | $317.0M | ||
| Q2 24 | $48.7M | $323.6M | ||
| Q1 24 | $293.8M | $298.5M |
总债务
LXP
TARS
| Q4 25 | $1.4B | $72.4M | ||
| Q3 25 | $1.5B | $72.3M | ||
| Q2 25 | $1.5B | $72.1M | ||
| Q1 25 | $1.5B | $72.0M | ||
| Q4 24 | $1.6B | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益
LXP
TARS
| Q4 25 | $2.0B | $343.4M | ||
| Q3 25 | $2.1B | $335.1M | ||
| Q2 25 | $2.1B | $332.6M | ||
| Q1 25 | $2.1B | $342.5M | ||
| Q4 24 | $2.1B | $224.5M | ||
| Q3 24 | $2.1B | $237.5M | ||
| Q2 24 | $2.1B | $252.2M | ||
| Q1 24 | $2.2B | $275.2M |
总资产
LXP
TARS
| Q4 25 | $3.5B | $562.2M | ||
| Q3 25 | $3.7B | $534.6M | ||
| Q2 25 | $3.7B | $495.0M | ||
| Q1 25 | $3.8B | $500.8M | ||
| Q4 24 | $3.8B | $377.0M | ||
| Q3 24 | $3.9B | $376.3M | ||
| Q2 24 | $3.9B | $376.8M | ||
| Q1 24 | $4.2B | $349.3M |
负债/权益比
LXP
TARS
| Q4 25 | 0.66× | 0.21× | ||
| Q3 25 | 0.72× | 0.22× | ||
| Q2 25 | 0.72× | 0.22× | ||
| Q1 25 | 0.73× | 0.21× | ||
| Q4 24 | 0.75× | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $13.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 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 | — | $-22.3M |
8季度趋势,按日历期对齐
经营现金流
LXP
TARS
| Q4 25 | $188.7M | $19.3M | ||
| Q3 25 | $63.5M | $18.3M | ||
| Q2 25 | $44.3M | $-29.4M | ||
| Q1 25 | $39.0M | $-20.7M | ||
| Q4 24 | $211.2M | $-22.2M | ||
| Q3 24 | $64.6M | $-8.7M | ||
| Q2 24 | $38.5M | $-14.4M | ||
| Q1 24 | $38.9M | $-37.8M |
自由现金流
LXP
TARS
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $16.3M | ||
| Q2 25 | — | $-30.4M | ||
| Q1 25 | — | $-21.2M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $-8.9M | ||
| Q2 24 | — | $-15.4M | ||
| Q1 24 | — | $-38.0M |
自由现金流率
LXP
TARS
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | -29.6% | ||
| Q1 25 | — | -27.1% | ||
| Q4 24 | — | -33.5% | ||
| Q3 24 | — | -18.6% | ||
| Q2 24 | — | -37.8% | ||
| Q1 24 | — | -137.5% |
资本支出强度
LXP
TARS
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 0.6% |
现金转化率
LXP
TARS
| 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