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LXP Industrial Trust（LXP）与Urban Edge Properties（UE）财务数据对比。点击上方公司名可切换其他公司
Urban Edge Properties的季度营收约是LXP Industrial Trust的1.5倍（$132.6M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs 17.1%，领先16.1%），Urban Edge Properties同比增速更快（12.2% vs -14.0%），过去两年Urban Edge Properties的营收复合增速更高（11.6% 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。
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
LXP vs UE — 直观对比
营收规模更大
UE
是对方的1.5倍
$86.7M
营收增速更快
UE
高出26.2%
-14.0%
净利率更高
LXP
高出16.1%
17.1%
两年增速更快
UE
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $132.6M |
| 净利润 | $28.8M | $22.6M |
| 毛利率 | 81.5% | — |
| 营业利润率 | 34.6% | — |
| 净利率 | 33.2% | 17.1% |
| 营收同比 | -14.0% | 12.2% |
| 净利润同比 | — | -6.7% |
| 每股收益（稀释后） | — | $0.18 |
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LXPUE
| Q1 26 | — | $132.6M | ||
| Q4 25 | $86.7M | $119.6M | ||
| Q3 25 | $86.9M | $120.1M | ||
| Q2 25 | $87.7M | $114.1M | ||
| Q1 25 | $88.9M | $118.2M | ||
| Q4 24 | $100.9M | $116.4M | ||
| Q3 24 | $85.6M | $112.4M | ||
| Q2 24 | $85.8M | $106.5M |
净利润LXPUE
| Q1 26 | — | $22.6M | ||
| Q4 25 | $28.8M | $12.4M | ||
| Q3 25 | $36.3M | $14.9M | ||
| Q2 25 | $29.1M | $58.0M | ||
| Q1 25 | $19.0M | $8.2M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | $6.3M | $9.1M | ||
| Q2 24 | $5.4M | $30.8M |
毛利率LXPUE
| Q1 26 | — | — | ||
| 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% | — |
营业利润率LXPUE
| Q1 26 | — | — | ||
| Q4 25 | 34.6% | 11.3% | ||
| Q3 25 | 50.4% | 13.4% | ||
| Q2 25 | 33.7% | 53.9% | ||
| Q1 25 | 21.8% | 7.6% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | 7.9% | 8.9% | ||
| Q2 24 | 6.9% | 30.6% |
净利率LXPUE
| Q1 26 | — | 17.1% | ||
| Q4 25 | 33.2% | 10.4% | ||
| Q3 25 | 41.7% | 12.4% | ||
| Q2 25 | 33.2% | 50.8% | ||
| Q1 25 | 21.4% | 6.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | 7.4% | 8.1% | ||
| Q2 24 | 6.3% | 28.9% |
每股收益（稀释后）LXPUE
| Q1 26 | — | $0.18 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.12 | $0.12 | ||
| Q2 25 | $0.09 | $0.46 | ||
| Q1 25 | $0.06 | $0.07 | ||
| Q4 24 | — | $0.25 | ||
| Q3 24 | $0.02 | $0.07 | ||
| Q2 24 | $0.01 | $0.26 |
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 | $50.0M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $1.4B |
| 总资产 | $3.5B | $3.4B |
| 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LXPUE
| Q1 26 | — | $50.0M | ||
| Q4 25 | $170.4M | $48.9M | ||
| Q3 25 | $229.7M | $77.8M | ||
| Q2 25 | $71.0M | $53.0M | ||
| Q1 25 | $70.9M | $48.0M | ||
| Q4 24 | $101.8M | $41.4M | ||
| Q3 24 | $55.0M | $67.9M | ||
| Q2 24 | $48.7M | $78.6M |
总债务LXPUE
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LXPUE
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B |
总资产LXPUE
| Q1 26 | — | $3.4B | ||
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.7B | $3.3B | ||
| Q2 25 | $3.7B | $3.3B | ||
| Q1 25 | $3.8B | $3.3B | ||
| Q4 24 | $3.8B | $3.3B | ||
| Q3 24 | $3.9B | $3.2B | ||
| Q2 24 | $3.9B | $3.2B |
负债/权益比LXPUE
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $39.1M |
| 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 | — | 1.5% |
| 现金转化率经营现金流/净利润 | 6.56× | 1.73× |
| 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LXPUE
| Q1 26 | — | $39.1M | ||
| Q4 25 | $188.7M | $182.7M | ||
| Q3 25 | $63.5M | $55.7M | ||
| Q2 25 | $44.3M | $43.5M | ||
| Q1 25 | $39.0M | $32.6M | ||
| Q4 24 | $211.2M | $153.2M | ||
| Q3 24 | $64.6M | $36.6M | ||
| Q2 24 | $38.5M | $41.2M |
自由现金流LXPUE
| Q1 26 | — | — | ||
| Q4 25 | — | $81.8M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M |
自由现金流率LXPUE
| Q1 26 | — | — | ||
| Q4 25 | — | 68.4% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 36.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% |
资本支出强度LXPUE
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 84.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 95.1% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% |
现金转化率LXPUE
| Q1 26 | — | 1.73× | ||
| Q4 25 | 6.56× | 14.71× | ||
| Q3 25 | 1.75× | 3.73× | ||
| Q2 25 | 1.52× | 0.75× | ||
| Q1 25 | 2.05× | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | 10.18× | 4.03× | ||
| Q2 24 | 7.09× | 1.34× |
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
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
