vs
LXP Industrial Trust(LXP)与VIRCO MFG CORPORATION(VIRC)财务数据对比。点击上方公司名可切换其他公司
LXP Industrial Trust的季度营收约是VIRCO MFG CORPORATION的1.8倍($86.7M vs $47.6M),LXP Industrial Trust净利率更高(33.2% vs -2.8%,领先35.9%),LXP Industrial Trust同比增速更快(-14.0% vs -42.3%),过去两年VIRCO MFG CORPORATION的营收复合增速更高(5.7% 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。
维尔科制造公司(简称Virco)是总部位于美国加利福尼亚州托伦斯的家具制造商,主打教育场景家具产品,核心产品涵盖学生课桌、活动桌、校园及办公座椅、电脑台、轻质折叠桌与布艺沙发椅等。
LXP vs VIRC — 直观对比
营收规模更大
LXP
是对方的1.8倍
$47.6M
营收增速更快
LXP
高出28.4%
-42.3%
净利率更高
LXP
高出35.9%
-2.8%
两年增速更快
VIRC
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $47.6M |
| 净利润 | $28.8M | $-1.3M |
| 毛利率 | 81.5% | 38.0% |
| 营业利润率 | 34.6% | -3.6% |
| 净利率 | 33.2% | -2.8% |
| 营收同比 | -14.0% | -42.3% |
| 净利润同比 | — | -115.8% |
| 每股收益(稀释后) | — | $-0.08 |
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
VIRC
| Q4 25 | $86.7M | $47.6M | ||
| Q3 25 | $86.9M | $92.1M | ||
| Q2 25 | $87.7M | $33.8M | ||
| Q1 25 | $88.9M | $28.5M | ||
| Q4 24 | $100.9M | $82.6M | ||
| Q3 24 | $85.6M | $108.4M | ||
| Q2 24 | $85.8M | $46.7M | ||
| Q1 24 | $86.3M | $42.6M |
净利润
LXP
VIRC
| Q4 25 | $28.8M | $-1.3M | ||
| Q3 25 | $36.3M | $10.2M | ||
| Q2 25 | $29.1M | $732.0K | ||
| Q1 25 | $19.0M | $-5.7M | ||
| Q4 24 | — | $8.4M | ||
| Q3 24 | $6.3M | $16.8M | ||
| Q2 24 | $5.4M | $2.1M | ||
| Q1 24 | $-269.0K | $-2.3M |
毛利率
LXP
VIRC
| Q4 25 | 81.5% | 38.0% | ||
| Q3 25 | 82.3% | 44.4% | ||
| Q2 25 | 81.9% | 47.5% | ||
| Q1 25 | 80.7% | 26.2% | ||
| Q4 24 | 85.3% | 44.4% | ||
| Q3 24 | 82.5% | 46.3% | ||
| Q2 24 | 82.0% | 43.5% | ||
| Q1 24 | 82.4% | 37.7% |
营业利润率
LXP
VIRC
| Q4 25 | 34.6% | -3.6% | ||
| Q3 25 | 50.4% | 16.7% | ||
| Q2 25 | 33.7% | -0.3% | ||
| Q1 25 | 21.8% | -28.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | 7.9% | 20.2% | ||
| Q2 24 | 6.9% | 6.4% | ||
| Q1 24 | 1.0% | -6.5% |
净利率
LXP
VIRC
| Q4 25 | 33.2% | -2.8% | ||
| Q3 25 | 41.7% | 11.1% | ||
| Q2 25 | 33.2% | 2.2% | ||
| Q1 25 | 21.4% | -20.1% | ||
| Q4 24 | — | 10.2% | ||
| Q3 24 | 7.4% | 15.5% | ||
| Q2 24 | 6.3% | 4.6% | ||
| Q1 24 | -0.3% | -5.5% |
每股收益(稀释后)
LXP
VIRC
| Q4 25 | — | $-0.08 | ||
| Q3 25 | $0.12 | $0.65 | ||
| Q2 25 | $0.09 | $0.05 | ||
| Q1 25 | $0.06 | $-0.37 | ||
| Q4 24 | — | $0.52 | ||
| Q3 24 | $0.02 | $1.04 | ||
| Q2 24 | $0.01 | $0.13 | ||
| Q1 24 | $-0.01 | $-0.14 |
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 | — |
| 总债务越低越好 | $1.4B | $3.9M |
| 股东权益账面价值 | $2.0B | $113.6M |
| 总资产 | $3.5B | $181.5M |
| 负债/权益比越低杠杆越低 | 0.66× | 0.03× |
8季度趋势,按日历期对齐
现金及短期投资
LXP
VIRC
| Q4 25 | $170.4M | — | ||
| Q3 25 | $229.7M | — | ||
| Q2 25 | $71.0M | — | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $101.8M | — | ||
| Q3 24 | $55.0M | — | ||
| Q2 24 | $48.7M | — | ||
| Q1 24 | $293.8M | $5.3M |
总债务
LXP
VIRC
| Q4 25 | $1.4B | $3.9M | ||
| Q3 25 | $1.5B | $4.0M | ||
| Q2 25 | $1.5B | $4.1M | ||
| Q1 25 | $1.5B | $4.1M | ||
| Q4 24 | $1.6B | $4.2M | ||
| Q3 24 | — | $4.3M | ||
| Q2 24 | — | $7.0M | ||
| Q1 24 | — | $4.4M |
股东权益
LXP
VIRC
| Q4 25 | $2.0B | $113.6M | ||
| Q3 25 | $2.1B | $115.4M | ||
| Q2 25 | $2.1B | $105.6M | ||
| Q1 25 | $2.1B | $109.3M | ||
| Q4 24 | $2.1B | $115.9M | ||
| Q3 24 | $2.1B | $107.8M | ||
| Q2 24 | $2.1B | $91.6M | ||
| Q1 24 | $2.2B | $91.2M |
总资产
LXP
VIRC
| Q4 25 | $3.5B | $181.5M | ||
| Q3 25 | $3.7B | $198.6M | ||
| Q2 25 | $3.7B | $183.8M | ||
| Q1 25 | $3.8B | $191.9M | ||
| Q4 24 | $3.8B | $210.1M | ||
| Q3 24 | $3.9B | $216.3M | ||
| Q2 24 | $3.9B | $152.5M | ||
| Q1 24 | $4.2B | $146.4M |
负债/权益比
LXP
VIRC
| Q4 25 | 0.66× | 0.03× | ||
| Q3 25 | 0.72× | 0.03× | ||
| Q2 25 | 0.72× | 0.04× | ||
| Q1 25 | 0.73× | 0.04× | ||
| Q4 24 | 0.75× | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.05× |
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 | $25.8M |
| 自由现金流经营现金流 - 资本支出 | — | $24.5M |
| 自由现金流率自由现金流/营收 | — | 51.5% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | — | $-4.3M |
8季度趋势,按日历期对齐
经营现金流
LXP
VIRC
| Q4 25 | $188.7M | $25.8M | ||
| Q3 25 | $63.5M | $3.2M | ||
| Q2 25 | $44.3M | $-19.0M | ||
| Q1 25 | $39.0M | $-8.3M | ||
| Q4 24 | $211.2M | $33.5M | ||
| Q3 24 | $64.6M | $12.5M | ||
| Q2 24 | $38.5M | $-4.5M | ||
| Q1 24 | $38.9M | $4.7M |
自由现金流
LXP
VIRC
| Q4 25 | — | $24.5M | ||
| Q3 25 | — | $1.8M | ||
| Q2 25 | — | $-21.5M | ||
| Q1 25 | — | $-9.2M | ||
| Q4 24 | — | $31.0M | ||
| Q3 24 | — | $10.7M | ||
| Q2 24 | — | $-5.6M | ||
| Q1 24 | — | $4.0M |
自由现金流率
LXP
VIRC
| Q4 25 | — | 51.5% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | -63.6% | ||
| Q1 25 | — | -32.4% | ||
| Q4 24 | — | 37.5% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | — | -12.0% | ||
| Q1 24 | — | 9.5% |
资本支出强度
LXP
VIRC
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 1.5% |
现金转化率
LXP
VIRC
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | 0.31× | ||
| Q2 25 | 1.52× | -26.00× | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | 3.98× | ||
| Q3 24 | 10.18× | 0.74× | ||
| Q2 24 | 7.09× | -2.11× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图