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LXP Industrial Trust(LXP)与Travere Therapeutics, Inc.(TVTX)财务数据对比。点击上方公司名可切换其他公司
Travere Therapeutics, Inc.的季度营收约是LXP Industrial Trust的1.5倍($129.7M vs $86.7M),Travere Therapeutics, Inc.同比增速更快(73.4% vs -14.0%),过去两年Travere Therapeutics, Inc.的营收复合增速更高(77.0% 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。
Travere Therapeutics是一家全球生物制药企业,专注于为罹患罕见、严重且危及生命疾病的患者开发和商业化创新疗法,核心覆盖罕见肾病、肝病及代谢疾病领域,业务覆盖北美、欧洲等主要市场。
LXP vs TVTX — 直观对比
营收规模更大
TVTX
是对方的1.5倍
$86.7M
营收增速更快
TVTX
高出87.4%
-14.0%
两年增速更快
TVTX
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $129.7M |
| 净利润 | $28.8M | — |
| 毛利率 | 81.5% | 98.0% |
| 营业利润率 | 34.6% | -25.0% |
| 净利率 | 33.2% | — |
| 营收同比 | -14.0% | 73.4% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | $0.04 |
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
TVTX
| Q4 25 | $86.7M | $129.7M | ||
| Q3 25 | $86.9M | $164.9M | ||
| Q2 25 | $87.7M | $114.4M | ||
| Q1 25 | $88.9M | $81.7M | ||
| Q4 24 | $100.9M | $74.8M | ||
| Q3 24 | $85.6M | $62.9M | ||
| Q2 24 | $85.8M | $54.1M | ||
| Q1 24 | $86.3M | $41.4M |
净利润
LXP
TVTX
| Q4 25 | $28.8M | — | ||
| Q3 25 | $36.3M | $25.7M | ||
| Q2 25 | $29.1M | $-12.8M | ||
| Q1 25 | $19.0M | $-41.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.3M | $-54.8M | ||
| Q2 24 | $5.4M | $-70.4M | ||
| Q1 24 | $-269.0K | $-136.1M |
毛利率
LXP
TVTX
| Q4 25 | 81.5% | 98.0% | ||
| Q3 25 | 82.3% | 99.0% | ||
| Q2 25 | 81.9% | 98.7% | ||
| Q1 25 | 80.7% | 94.3% | ||
| Q4 24 | 85.3% | 96.6% | ||
| Q3 24 | 82.5% | 97.4% | ||
| Q2 24 | 82.0% | 96.2% | ||
| Q1 24 | 82.4% | 96.4% |
营业利润率
LXP
TVTX
| Q4 25 | 34.6% | -25.0% | ||
| Q3 25 | 50.4% | 15.1% | ||
| Q2 25 | 33.7% | -11.1% | ||
| Q1 25 | 21.8% | -52.2% | ||
| Q4 24 | — | -81.2% | ||
| Q3 24 | 7.9% | -89.3% | ||
| Q2 24 | 6.9% | -125.1% | ||
| Q1 24 | 1.0% | -336.5% |
净利率
LXP
TVTX
| Q4 25 | 33.2% | — | ||
| Q3 25 | 41.7% | 15.6% | ||
| Q2 25 | 33.2% | -11.1% | ||
| Q1 25 | 21.4% | -50.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.4% | -87.1% | ||
| Q2 24 | 6.3% | -130.1% | ||
| Q1 24 | -0.3% | -328.9% |
每股收益(稀释后)
LXP
TVTX
| Q4 25 | — | $0.04 | ||
| Q3 25 | $0.12 | $0.28 | ||
| Q2 25 | $0.09 | $-0.14 | ||
| Q1 25 | $0.06 | $-0.47 | ||
| Q4 24 | — | $-0.71 | ||
| Q3 24 | $0.02 | $-0.70 | ||
| Q2 24 | $0.01 | $-0.91 | ||
| Q1 24 | $-0.01 | $-1.76 |
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 | $93.0M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $114.8M |
| 总资产 | $3.5B | $605.2M |
| 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
LXP
TVTX
| Q4 25 | $170.4M | $93.0M | ||
| Q3 25 | $229.7M | $110.9M | ||
| Q2 25 | $71.0M | $75.2M | ||
| Q1 25 | $70.9M | $61.9M | ||
| Q4 24 | $101.8M | $58.5M | ||
| Q3 24 | $55.0M | $36.4M | ||
| Q2 24 | $48.7M | $32.3M | ||
| Q1 24 | $293.8M | $43.3M |
总债务
LXP
TVTX
| 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
LXP
TVTX
| Q4 25 | $2.0B | $114.8M | ||
| Q3 25 | $2.1B | $73.6M | ||
| Q2 25 | $2.1B | $32.7M | ||
| Q1 25 | $2.1B | $32.8M | ||
| Q4 24 | $2.1B | $59.1M | ||
| Q3 24 | $2.1B | $-30.5M | ||
| Q2 24 | $2.1B | $15.1M | ||
| Q1 24 | $2.2B | $74.1M |
总资产
LXP
TVTX
| Q4 25 | $3.5B | $605.2M | ||
| Q3 25 | $3.7B | $538.6M | ||
| Q2 25 | $3.7B | $555.3M | ||
| Q1 25 | $3.8B | $548.8M | ||
| Q4 24 | $3.8B | $594.1M | ||
| Q3 24 | $3.9B | $504.4M | ||
| Q2 24 | $3.9B | $551.1M | ||
| Q1 24 | $4.2B | $663.5M |
负债/权益比
LXP
TVTX
| 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 | $60.7M |
| 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× | — |
| 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
LXP
TVTX
| Q4 25 | $188.7M | $60.7M | ||
| Q3 25 | $63.5M | $14.3M | ||
| Q2 25 | $44.3M | $5.0M | ||
| Q1 25 | $39.0M | $-42.2M | ||
| Q4 24 | $211.2M | $-35.7M | ||
| Q3 24 | $64.6M | $-42.5M | ||
| Q2 24 | $38.5M | $-40.2M | ||
| Q1 24 | $38.9M | $-119.0M |
自由现金流
LXP
TVTX
| Q4 25 | — | — | ||
| Q3 25 | — | $14.2M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-40.3M | ||
| Q1 24 | — | — |
自由现金流率
LXP
TVTX
| Q4 25 | — | — | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -74.5% | ||
| Q1 24 | — | — |
资本支出强度
LXP
TVTX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.0% |
现金转化率
LXP
TVTX
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | 0.56× | ||
| 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
TVTX
| FILSPARI | $103.3M | 80% |
| Tiopronin Products | $23.3M | 18% |
| License | $3.1M | 2% |