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LXP Industrial Trust(LXP)与VIEMED HEALTHCARE, INC.(VMD)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VIEMED HEALTHCARE, INC.的1.1倍($86.7M vs $76.2M),LXP Industrial Trust净利率更高(33.2% vs 7.4%,领先25.8%),VIEMED HEALTHCARE, INC.同比增速更快(25.5% vs -14.0%),过去两年VIEMED HEALTHCARE, INC.的营收复合增速更高(22.7% 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。
Viemed Healthcare是一家专注于呼吸护理解决方案的医疗科技企业,研发、生产及销售便携式呼吸机、呼吸治疗设备及配套支持服务,覆盖北美、欧洲及亚太核心市场的急症、亚急症及居家护理场景,服务急慢性呼吸系统疾病患者。
LXP vs VMD — 直观对比
营收规模更大
LXP
是对方的1.1倍
$76.2M
营收增速更快
VMD
高出39.5%
-14.0%
净利率更高
LXP
高出25.8%
7.4%
两年增速更快
VMD
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $76.2M |
| 净利润 | $28.8M | $5.6M |
| 毛利率 | 81.5% | 57.9% |
| 营业利润率 | 34.6% | 11.0% |
| 净利率 | 33.2% | 7.4% |
| 营收同比 | -14.0% | 25.5% |
| 净利润同比 | — | 30.7% |
| 每股收益(稀释后) | — | $0.14 |
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
VMD
| Q4 25 | $86.7M | $76.2M | ||
| Q3 25 | $86.9M | $71.9M | ||
| Q2 25 | $87.7M | $63.1M | ||
| Q1 25 | $88.9M | $59.1M | ||
| Q4 24 | $100.9M | $60.7M | ||
| Q3 24 | $85.6M | $58.0M | ||
| Q2 24 | $85.8M | $55.0M | ||
| Q1 24 | $86.3M | $50.6M |
净利润
LXP
VMD
| Q4 25 | $28.8M | $5.6M | ||
| Q3 25 | $36.3M | $3.5M | ||
| Q2 25 | $29.1M | $3.2M | ||
| Q1 25 | $19.0M | $2.6M | ||
| Q4 24 | — | $4.3M | ||
| Q3 24 | $6.3M | $3.9M | ||
| Q2 24 | $5.4M | $1.5M | ||
| Q1 24 | $-269.0K | $1.6M |
毛利率
LXP
VMD
| Q4 25 | 81.5% | 57.9% | ||
| Q3 25 | 82.3% | 57.5% | ||
| Q2 25 | 81.9% | 58.3% | ||
| Q1 25 | 80.7% | 56.3% | ||
| Q4 24 | 85.3% | 59.5% | ||
| Q3 24 | 82.5% | 59.3% | ||
| Q2 24 | 82.0% | 59.8% | ||
| Q1 24 | 82.4% | 58.9% |
营业利润率
LXP
VMD
| Q4 25 | 34.6% | 11.0% | ||
| Q3 25 | 50.4% | 7.8% | ||
| Q2 25 | 33.7% | 8.1% | ||
| Q1 25 | 21.8% | 6.5% | ||
| Q4 24 | — | 10.6% | ||
| Q3 24 | 7.9% | 9.7% | ||
| Q2 24 | 6.9% | 6.6% | ||
| Q1 24 | 1.0% | 4.4% |
净利率
LXP
VMD
| Q4 25 | 33.2% | 7.4% | ||
| Q3 25 | 41.7% | 4.9% | ||
| Q2 25 | 33.2% | 5.0% | ||
| Q1 25 | 21.4% | 4.4% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | 7.4% | 6.7% | ||
| Q2 24 | 6.3% | 2.7% | ||
| Q1 24 | -0.3% | 3.2% |
每股收益(稀释后)
LXP
VMD
| Q4 25 | — | $0.14 | ||
| Q3 25 | $0.12 | $0.09 | ||
| Q2 25 | $0.09 | $0.08 | ||
| Q1 25 | $0.06 | $0.06 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | $0.02 | $0.10 | ||
| Q2 24 | $0.01 | $0.04 | ||
| Q1 24 | $-0.01 | $0.04 |
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 | $13.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $141.5M |
| 总资产 | $3.5B | $199.2M |
| 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
VMD
| Q4 25 | $170.4M | $13.5M | ||
| Q3 25 | $229.7M | $11.1M | ||
| Q2 25 | $71.0M | $20.0M | ||
| Q1 25 | $70.9M | $10.2M | ||
| Q4 24 | $101.8M | $17.5M | ||
| Q3 24 | $55.0M | $11.3M | ||
| Q2 24 | $48.7M | $8.8M | ||
| Q1 24 | $293.8M | $7.3M |
总债务
LXP
VMD
| 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
VMD
| Q4 25 | $2.0B | $141.5M | ||
| Q3 25 | $2.1B | $133.6M | ||
| Q2 25 | $2.1B | $139.7M | ||
| Q1 25 | $2.1B | $134.8M | ||
| Q4 24 | $2.1B | $131.4M | ||
| Q3 24 | $2.1B | $125.0M | ||
| Q2 24 | $2.1B | $119.4M | ||
| Q1 24 | $2.2B | $116.3M |
总资产
LXP
VMD
| Q4 25 | $3.5B | $199.2M | ||
| Q3 25 | $3.7B | $202.4M | ||
| Q2 25 | $3.7B | $184.6M | ||
| Q1 25 | $3.8B | $178.1M | ||
| Q4 24 | $3.8B | $177.1M | ||
| Q3 24 | $3.9B | $169.5M | ||
| Q2 24 | $3.9B | $163.9M | ||
| Q1 24 | $4.2B | $154.9M |
负债/权益比
LXP
VMD
| 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 | $18.4M |
| 自由现金流经营现金流 - 资本支出 | — | $9.7M |
| 自由现金流率自由现金流/营收 | — | 12.7% |
| 资本支出强度资本支出/营收 | — | 11.5% |
| 现金转化率经营现金流/净利润 | 6.56× | 3.27× |
| 过去12个月自由现金流最近4个季度 | — | $11.9M |
8季度趋势,按日历期对齐
经营现金流
LXP
VMD
| Q4 25 | $188.7M | $18.4M | ||
| Q3 25 | $63.5M | $18.4M | ||
| Q2 25 | $44.3M | $12.3M | ||
| Q1 25 | $39.0M | $2.9M | ||
| Q4 24 | $211.2M | $15.0M | ||
| Q3 24 | $64.6M | $12.7M | ||
| Q2 24 | $38.5M | $10.2M | ||
| Q1 24 | $38.9M | $1.2M |
自由现金流
LXP
VMD
| Q4 25 | — | $9.7M | ||
| Q3 25 | — | $10.7M | ||
| Q2 25 | — | $4.1M | ||
| Q1 25 | — | $-12.6M | ||
| Q4 24 | — | $3.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | — | $1.2M | ||
| Q1 24 | — | $-4.8M |
自由现金流率
LXP
VMD
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | -21.4% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | -9.5% |
资本支出强度
LXP
VMD
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 26.2% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 19.0% | ||
| Q2 24 | — | 16.3% | ||
| Q1 24 | — | 11.9% |
现金转化率
LXP
VMD
| Q4 25 | 6.56× | 3.27× | ||
| Q3 25 | 1.75× | 5.23× | ||
| Q2 25 | 1.52× | 3.88× | ||
| Q1 25 | 2.05× | 1.09× | ||
| Q4 24 | — | 3.47× | ||
| Q3 24 | 10.18× | 3.29× | ||
| Q2 24 | 7.09× | 6.94× | ||
| Q1 24 | — | 0.73× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图