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LXP Industrial Trust(LXP)与VINCE HOLDING CORP.(VNCE)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VINCE HOLDING CORP.的1.0倍($86.7M vs $85.1M),LXP Industrial Trust净利率更高(33.2% vs 3.2%,领先30.0%),VINCE HOLDING CORP.同比增速更快(6.2% vs -14.0%),过去两年VINCE HOLDING CORP.的营收复合增速更高(6.3% 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。
Vince是创立于2002年的现代时装品牌,主打简约高级的日常服饰,深受都市消费者喜爱。2023年,Authentic Brands Group以7650万美元收购了该品牌的知识产权。
LXP vs VNCE — 直观对比
营收规模更大
LXP
是对方的1.0倍
$85.1M
营收增速更快
VNCE
高出20.2%
-14.0%
净利率更高
LXP
高出30.0%
3.2%
两年增速更快
VNCE
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $86.7M | $85.1M |
| 净利润 | $28.8M | $2.7M |
| 毛利率 | 81.5% | 49.2% |
| 营业利润率 | 34.6% | 6.4% |
| 净利率 | 33.2% | 3.2% |
| 营收同比 | -14.0% | 6.2% |
| 净利润同比 | — | -37.3% |
| 每股收益(稀释后) | — | $0.21 |
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
VNCE
| Q4 25 | $86.7M | $85.1M | ||
| Q3 25 | $86.9M | $73.2M | ||
| Q2 25 | $87.7M | $57.9M | ||
| Q1 25 | $88.9M | $80.0M | ||
| Q4 24 | $100.9M | $80.2M | ||
| Q3 24 | $85.6M | $74.2M | ||
| Q2 24 | $85.8M | $59.2M | ||
| Q1 24 | $86.3M | $75.3M |
净利润
LXP
VNCE
| Q4 25 | $28.8M | $2.7M | ||
| Q3 25 | $36.3M | $12.1M | ||
| Q2 25 | $29.1M | $-4.8M | ||
| Q1 25 | $19.0M | $-28.3M | ||
| Q4 24 | — | $4.3M | ||
| Q3 24 | $6.3M | $569.0K | ||
| Q2 24 | $5.4M | $4.4M | ||
| Q1 24 | $-269.0K | $-4.7M |
毛利率
LXP
VNCE
| Q4 25 | 81.5% | 49.2% | ||
| Q3 25 | 82.3% | 50.4% | ||
| Q2 25 | 81.9% | 50.3% | ||
| Q1 25 | 80.7% | 50.1% | ||
| Q4 24 | 85.3% | 50.0% | ||
| Q3 24 | 82.5% | 47.4% | ||
| Q2 24 | 82.0% | 50.6% | ||
| Q1 24 | 82.4% | 45.4% |
营业利润率
LXP
VNCE
| Q4 25 | 34.6% | 6.4% | ||
| Q3 25 | 50.4% | 15.2% | ||
| Q2 25 | 33.7% | -7.7% | ||
| Q1 25 | 21.8% | -37.1% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | 7.9% | 1.5% | ||
| Q2 24 | 6.9% | 9.5% | ||
| Q1 24 | 1.0% | -2.2% |
净利率
LXP
VNCE
| Q4 25 | 33.2% | 3.2% | ||
| Q3 25 | 41.7% | 16.5% | ||
| Q2 25 | 33.2% | -8.3% | ||
| Q1 25 | 21.4% | -35.5% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | 7.4% | 0.8% | ||
| Q2 24 | 6.3% | 7.4% | ||
| Q1 24 | -0.3% | -6.2% |
每股收益(稀释后)
LXP
VNCE
| Q4 25 | — | $0.21 | ||
| Q3 25 | $0.12 | $0.93 | ||
| Q2 25 | $0.09 | $-0.37 | ||
| Q1 25 | $0.06 | $-2.25 | ||
| Q4 24 | — | $0.34 | ||
| Q3 24 | $0.02 | $0.05 | ||
| Q2 24 | $0.01 | $0.35 | ||
| Q1 24 | $-0.01 | $-0.37 |
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 | $1.1M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.0B | $53.4M |
| 总资产 | $3.5B | $246.0M |
| 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
VNCE
| Q4 25 | $170.4M | $1.1M | ||
| Q3 25 | $229.7M | $777.0K | ||
| Q2 25 | $71.0M | $2.6M | ||
| Q1 25 | $70.9M | $607.0K | ||
| Q4 24 | $101.8M | $892.0K | ||
| Q3 24 | $55.0M | $711.0K | ||
| Q2 24 | $48.7M | $739.0K | ||
| Q1 24 | $293.8M | $357.0K |
总债务
LXP
VNCE
| 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
VNCE
| Q4 25 | $2.0B | $53.4M | ||
| Q3 25 | $2.1B | $49.3M | ||
| Q2 25 | $2.1B | $37.2M | ||
| Q1 25 | $2.1B | $41.8M | ||
| Q4 24 | $2.1B | $57.1M | ||
| Q3 24 | $2.1B | $52.4M | ||
| Q2 24 | $2.1B | $51.7M | ||
| Q1 24 | $2.2B | $47.2M |
总资产
LXP
VNCE
| Q4 25 | $3.5B | $246.0M | ||
| Q3 25 | $3.7B | $239.0M | ||
| Q2 25 | $3.7B | $218.0M | ||
| Q1 25 | $3.8B | $222.7M | ||
| Q4 24 | $3.8B | $254.7M | ||
| Q3 24 | $3.9B | $253.6M | ||
| Q2 24 | $3.9B | $223.1M | ||
| Q1 24 | $4.2B | $225.1M |
负债/权益比
LXP
VNCE
| 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 | $-5.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.7M |
| 自由现金流率自由现金流/营收 | — | -6.7% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 6.56× | -1.86× |
| 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
VNCE
| Q4 25 | $188.7M | $-5.1M | ||
| Q3 25 | $63.5M | $4.2M | ||
| Q2 25 | $44.3M | $-11.8M | ||
| Q1 25 | $39.0M | $22.7M | ||
| Q4 24 | $211.2M | $6.4M | ||
| Q3 24 | $64.6M | $-3.2M | ||
| Q2 24 | $38.5M | $-3.9M | ||
| Q1 24 | $38.9M | $14.8M |
自由现金流
LXP
VNCE
| Q4 25 | — | $-5.7M | ||
| Q3 25 | — | $2.1M | ||
| Q2 25 | — | $-13.2M | ||
| Q1 25 | — | $21.2M | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | — | $-3.9M | ||
| Q2 24 | — | $-4.6M | ||
| Q1 24 | — | $14.2M |
自由现金流率
LXP
VNCE
| Q4 25 | — | -6.7% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | -22.9% | ||
| Q1 25 | — | 26.5% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | -5.2% | ||
| Q2 24 | — | -7.8% | ||
| Q1 24 | — | 18.9% |
资本支出强度
LXP
VNCE
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 0.7% |
现金转化率
LXP
VNCE
| Q4 25 | 6.56× | -1.86× | ||
| Q3 25 | 1.75× | 0.35× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | 10.18× | -5.61× | ||
| Q2 24 | 7.09× | -0.89× | ||
| 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
VNCE
| Vince Wholesale | $52.0M | 61% |
| Vince Direct To Consumer | $33.1M | 39% |