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LXP Industrial Trust（LXP）与UNITED STATES LIME & MINERALS INC（USLM）财务数据对比。点击上方公司名可切换其他公司
UNITED STATES LIME & MINERALS INC的季度营收约是LXP Industrial Trust的1.0倍（$87.9M vs $86.7M），UNITED STATES LIME & MINERALS INC净利率更高（34.7% vs 33.2%，领先1.6%），UNITED STATES LIME & MINERALS INC同比增速更快（9.8% vs -14.0%），过去两年UNITED STATES LIME & MINERALS INC的营收复合增速更高（10.8% 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。
美国石灰矿产公司是总部位于美国的自然资源企业，主营高钙石灰、白云石石灰、石灰石及相关矿产制品，客户覆盖基建、钢铁制造、农业土壤改良、环保排放治理、工业加工等领域，业务主要辐射北美市场。
LXP vs USLM — 直观对比
营收规模更大
USLM
是对方的1.0倍
$86.7M
营收增速更快
USLM
高出23.8%
-14.0%
净利率更高
USLM
高出1.6%
33.2%
两年增速更快
USLM
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $87.9M |
| 净利润 | $28.8M | $30.5M |
| 毛利率 | 81.5% | 48.0% |
| 营业利润率 | 34.6% | 41.0% |
| 净利率 | 33.2% | 34.7% |
| 营收同比 | -14.0% | 9.8% |
| 净利润同比 | — | 13.2% |
| 每股收益（稀释后） | — | $1.06 |
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LXPUSLM
| Q4 25 | $86.7M | $87.9M | ||
| Q3 25 | $86.9M | $102.0M | ||
| Q2 25 | $87.7M | $91.5M | ||
| Q1 25 | $88.9M | $91.3M | ||
| Q4 24 | $100.9M | $80.1M | ||
| Q3 24 | $85.6M | $89.4M | ||
| Q2 24 | $85.8M | $76.5M | ||
| Q1 24 | $86.3M | $71.7M |
净利润LXPUSLM
| Q4 25 | $28.8M | $30.5M | ||
| Q3 25 | $36.3M | $38.8M | ||
| Q2 25 | $29.1M | $30.8M | ||
| Q1 25 | $19.0M | $34.1M | ||
| Q4 24 | — | $27.0M | ||
| Q3 24 | $6.3M | $33.4M | ||
| Q2 24 | $5.4M | $26.1M | ||
| Q1 24 | $-269.0K | $22.4M |
毛利率LXPUSLM
| Q4 25 | 81.5% | 48.0% | ||
| Q3 25 | 82.3% | 51.2% | ||
| Q2 25 | 81.9% | 45.8% | ||
| Q1 25 | 80.7% | 50.6% | ||
| Q4 24 | 85.3% | 44.3% | ||
| Q3 24 | 82.5% | 48.2% | ||
| Q2 24 | 82.0% | 45.5% | ||
| Q1 24 | 82.4% | 42.7% |
营业利润率LXPUSLM
| Q4 25 | 34.6% | 41.0% | ||
| Q3 25 | 50.4% | 45.3% | ||
| Q2 25 | 33.7% | 39.0% | ||
| Q1 25 | 21.8% | 43.7% | ||
| Q4 24 | — | 38.8% | ||
| Q3 24 | 7.9% | 42.6% | ||
| Q2 24 | 6.9% | 39.1% | ||
| Q1 24 | 1.0% | 35.9% |
净利率LXPUSLM
| Q4 25 | 33.2% | 34.7% | ||
| Q3 25 | 41.7% | 38.0% | ||
| Q2 25 | 33.2% | 33.7% | ||
| Q1 25 | 21.4% | 37.4% | ||
| Q4 24 | — | 33.7% | ||
| Q3 24 | 7.4% | 37.3% | ||
| Q2 24 | 6.3% | 34.0% | ||
| Q1 24 | -0.3% | 31.3% |
每股收益（稀释后）LXPUSLM
| Q4 25 | — | $1.06 | ||
| Q3 25 | $0.12 | $1.35 | ||
| Q2 25 | $0.09 | $1.07 | ||
| Q1 25 | $0.06 | $1.19 | ||
| Q4 24 | — | $-2.20 | ||
| Q3 24 | $0.02 | $1.16 | ||
| Q2 24 | $0.01 | $0.91 | ||
| Q1 24 | $-0.01 | $3.92 |
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 | $371.1M |
| 总债务越低越好 | $1.4B | $0 |
| 股东权益账面价值 | $2.0B | $630.8M |
| 总资产 | $3.5B | $681.0M |
| 负债/权益比越低杠杆越低 | 0.66× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LXPUSLM
| Q4 25 | $170.4M | $371.1M | ||
| Q3 25 | $229.7M | $349.5M | ||
| Q2 25 | $71.0M | $319.9M | ||
| Q1 25 | $70.9M | $300.6M | ||
| Q4 24 | $101.8M | $278.0M | ||
| Q3 24 | $55.0M | $255.0M | ||
| Q2 24 | $48.7M | $222.5M | ||
| Q1 24 | $293.8M | $207.0M |
总债务LXPUSLM
| Q4 25 | $1.4B | $0 | ||
| Q3 25 | $1.5B | $0 | ||
| Q2 25 | $1.5B | $0 | ||
| Q1 25 | $1.5B | $0 | ||
| Q4 24 | $1.6B | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益LXPUSLM
| Q4 25 | $2.0B | $630.8M | ||
| Q3 25 | $2.1B | $602.3M | ||
| Q2 25 | $2.1B | $563.3M | ||
| Q1 25 | $2.1B | $532.2M | ||
| Q4 24 | $2.1B | $497.7M | ||
| Q3 24 | $2.1B | $474.2M | ||
| Q2 24 | $2.1B | $441.1M | ||
| Q1 24 | $2.2B | $415.3M |
总资产LXPUSLM
| Q4 25 | $3.5B | $681.0M | ||
| Q3 25 | $3.7B | $652.8M | ||
| Q2 25 | $3.7B | $607.4M | ||
| Q1 25 | $3.8B | $585.3M | ||
| Q4 24 | $3.8B | $543.2M | ||
| Q3 24 | $3.9B | $521.8M | ||
| Q2 24 | $3.9B | $484.2M | ||
| Q1 24 | $4.2B | $464.0M |
负债/权益比LXPUSLM
| Q4 25 | 0.66× | 0.00× | ||
| Q3 25 | 0.72× | 0.00× | ||
| Q2 25 | 0.72× | 0.00× | ||
| Q1 25 | 0.73× | 0.00× | ||
| Q4 24 | 0.75× | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $45.6M |
| 自由现金流经营现金流 - 资本支出 | — | $25.7M |
| 自由现金流率自由现金流/营收 | — | 29.2% |
| 资本支出强度资本支出/营收 | — | 22.6% |
| 现金转化率经营现金流/净利润 | 6.56× | 1.49× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流LXPUSLM
| Q4 25 | $188.7M | $45.6M | ||
| Q3 25 | $63.5M | $45.9M | ||
| Q2 25 | $44.3M | $34.0M | ||
| Q1 25 | $39.0M | $39.4M | ||
| Q4 24 | $211.2M | $38.6M | ||
| Q3 24 | $64.6M | $39.0M | ||
| Q2 24 | $38.5M | $21.2M | ||
| Q1 24 | $38.9M | $27.2M |
自由现金流LXPUSLM
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $31.3M | ||
| Q2 25 | — | $20.8M | ||
| Q1 25 | — | $24.6M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $33.9M | ||
| Q2 24 | — | $16.8M | ||
| Q1 24 | — | $20.3M |
自由现金流率LXPUSLM
| Q4 25 | — | 29.2% | ||
| Q3 25 | — | 30.7% | ||
| Q2 25 | — | 22.7% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 34.4% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 28.4% |
资本支出强度LXPUSLM
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 14.5% | ||
| Q1 25 | — | 16.3% | ||
| Q4 24 | — | 13.8% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 9.5% |
现金转化率LXPUSLM
| Q4 25 | 6.56× | 1.49× | ||
| Q3 25 | 1.75× | 1.18× | ||
| Q2 25 | 1.52× | 1.10× | ||
| Q1 25 | 2.05× | 1.16× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | 10.18× | 1.17× | ||
| Q2 24 | 7.09× | 0.81× | ||
| Q1 24 | — | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
