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LXP Industrial Trust（LXP）与Thermon Group Holdings, Inc.（THR）财务数据对比。点击上方公司名可切换其他公司
Thermon Group Holdings, Inc.的季度营收约是LXP Industrial Trust的1.7倍（$147.3M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs 12.4%，领先20.8%），Thermon Group Holdings, Inc.同比增速更快（9.6% vs -14.0%）
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。
Thermon Group Holdings是全球专业热管理解决方案供应商，主打伴热系统、加热电缆、温控监测设备及相关安装支持服务，服务油气、化工、发电、食品饮料等核心工业领域，业务覆盖北美、欧洲、亚太、拉美等全球主要市场。
LXP vs THR — 直观对比
营收规模更大
THR
是对方的1.7倍
$86.7M
营收增速更快
THR
高出23.6%
-14.0%
净利率更高
LXP
高出20.8%
12.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $147.3M |
| 净利润 | $28.8M | $18.3M |
| 毛利率 | 81.5% | 46.6% |
| 营业利润率 | 34.6% | 18.1% |
| 净利率 | 33.2% | 12.4% |
| 营收同比 | -14.0% | 9.6% |
| 净利润同比 | — | -1.3% |
| 每股收益（稀释后） | — | $0.55 |
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LXPTHR
| Q4 25 | $86.7M | $147.3M | ||
| Q3 25 | $86.9M | $131.7M | ||
| Q2 25 | $87.7M | $108.9M | ||
| Q1 25 | $88.9M | — | ||
| Q4 24 | $100.9M | — | ||
| Q3 24 | $85.6M | — | ||
| Q2 24 | $85.8M | — | ||
| Q1 24 | $86.3M | — |
净利润LXPTHR
| Q4 25 | $28.8M | $18.3M | ||
| Q3 25 | $36.3M | $15.0M | ||
| Q2 25 | $29.1M | $8.6M | ||
| Q1 25 | $19.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $5.4M | — | ||
| Q1 24 | $-269.0K | — |
毛利率LXPTHR
| Q4 25 | 81.5% | 46.6% | ||
| Q3 25 | 82.3% | 46.4% | ||
| Q2 25 | 81.9% | 44.1% | ||
| 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LXPTHR
| Q4 25 | 34.6% | 18.1% | ||
| Q3 25 | 50.4% | 16.4% | ||
| Q2 25 | 33.7% | 10.8% | ||
| Q1 25 | 21.8% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | 6.9% | — | ||
| Q1 24 | 1.0% | — |
净利率LXPTHR
| Q4 25 | 33.2% | 12.4% | ||
| Q3 25 | 41.7% | 11.4% | ||
| Q2 25 | 33.2% | 7.9% | ||
| Q1 25 | 21.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.4% | — | ||
| Q2 24 | 6.3% | — | ||
| Q1 24 | -0.3% | — |
每股收益（稀释后）LXPTHR
| Q4 25 | — | $0.55 | ||
| Q3 25 | $0.12 | $0.45 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $0.06 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.02 | — | ||
| Q2 24 | $0.01 | — | ||
| Q1 24 | $-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 | $46.9M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $538.7M |
| 总资产 | $3.5B | $816.7M |
| 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LXPTHR
| Q4 25 | $170.4M | $46.9M | ||
| Q3 25 | $229.7M | $29.7M | ||
| Q2 25 | $71.0M | $36.5M | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $101.8M | — | ||
| Q3 24 | $55.0M | — | ||
| Q2 24 | $48.7M | — | ||
| Q1 24 | $293.8M | — |
总债务LXPTHR
| 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LXPTHR
| Q4 25 | $2.0B | $538.7M | ||
| Q3 25 | $2.1B | $515.2M | ||
| Q2 25 | $2.1B | $509.3M | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.1B | — | ||
| Q1 24 | $2.2B | — |
总资产LXPTHR
| Q4 25 | $3.5B | $816.7M | ||
| Q3 25 | $3.7B | $778.2M | ||
| Q2 25 | $3.7B | $765.3M | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $4.2B | — |
负债/权益比LXPTHR
| 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 | $18.0M |
| 自由现金流经营现金流 - 资本支出 | — | $13.1M |
| 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 | — | 3.3% |
| 现金转化率经营现金流/净利润 | 6.56× | 0.98× |
| 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LXPTHR
| Q4 25 | $188.7M | $18.0M | ||
| Q3 25 | $63.5M | $7.4M | ||
| Q2 25 | $44.3M | $10.7M | ||
| Q1 25 | $39.0M | — | ||
| Q4 24 | $211.2M | — | ||
| Q3 24 | $64.6M | — | ||
| Q2 24 | $38.5M | — | ||
| Q1 24 | $38.9M | — |
自由现金流LXPTHR
| Q4 25 | — | $13.1M | ||
| Q3 25 | — | $4.4M | ||
| Q2 25 | — | $8.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率LXPTHR
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度LXPTHR
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率LXPTHR
| Q4 25 | 6.56× | 0.98× | ||
| Q3 25 | 1.75× | 0.50× | ||
| Q2 25 | 1.52× | 1.25× | ||
| 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
THR
| Other | $73.7M | 50% |
| Transferred At Point In Time | $56.1M | 38% |
| Transferred Over Time | $17.5M | 12% |
