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LXP Industrial Trust（LXP）与Vera Bradley, Inc.（VRA）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Vera Bradley, Inc.的1.4倍（$86.7M vs $62.3M），LXP Industrial Trust净利率更高（33.2% vs -19.9%，领先53.0%），LXP Industrial Trust同比增速更快（-14.0% vs -22.7%），过去两年Vera Bradley, Inc.的营收复合增速更高（16.1% 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。
维拉·布拉德利是源自美国的箱包设计品牌，1982年由两位设计师创立，总部位于印第安纳州韦恩堡。品牌最初主打高档棉质包袋，如今产品已拓展至时尚配饰、家居用品、文具与印花礼品，多数产品以辨识度极高的花卉、佩兹利或几何印花搭配配套里料，风格鲜明。
LXP vs VRA — 直观对比
营收规模更大
LXP
是对方的1.4倍
$62.3M
营收增速更快
LXP
高出8.8%
-22.7%
净利率更高
LXP
高出53.0%
-19.9%
两年增速更快
VRA
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $62.3M |
| 净利润 | $28.8M | $-12.4M |
| 毛利率 | 81.5% | 42.1% |
| 营业利润率 | 34.6% | -19.6% |
| 净利率 | 33.2% | -19.9% |
| 营收同比 | -14.0% | -22.7% |
| 净利润同比 | — | 3.4% |
| 每股收益（稀释后） | — | $-0.44 |
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LXPVRA
| Q4 25 | $86.7M | $62.3M | ||
| Q3 25 | $86.9M | $70.9M | ||
| Q2 25 | $87.7M | $51.7M | ||
| Q1 25 | $88.9M | $100.0M | ||
| Q4 24 | $100.9M | $70.5M | ||
| Q3 24 | $85.6M | $94.0M | ||
| Q2 24 | $85.8M | $67.9M | ||
| Q1 24 | $86.3M | $46.2M |
净利润LXPVRA
| Q4 25 | $28.8M | $-12.4M | ||
| Q3 25 | $36.3M | $-4.7M | ||
| Q2 25 | $29.1M | $-33.5M | ||
| Q1 25 | $19.0M | $-47.0M | ||
| Q4 24 | — | $-12.8M | ||
| Q3 24 | $6.3M | $5.7M | ||
| Q2 24 | $5.4M | $-8.1M | ||
| Q1 24 | $-269.0K | $-1.9M |
毛利率LXPVRA
| Q4 25 | 81.5% | 42.1% | ||
| Q3 25 | 82.3% | 50.1% | ||
| Q2 25 | 81.9% | 44.1% | ||
| Q1 25 | 80.7% | 45.0% | ||
| Q4 24 | 85.3% | 54.5% | ||
| Q3 24 | 82.5% | 49.7% | ||
| Q2 24 | 82.0% | 50.1% | ||
| Q1 24 | 82.4% | 37.2% |
营业利润率LXPVRA
| Q4 25 | 34.6% | -19.6% | ||
| Q3 25 | 50.4% | -6.5% | ||
| Q2 25 | 33.7% | -34.6% | ||
| Q1 25 | 21.8% | -23.3% | ||
| Q4 24 | — | -11.6% | ||
| Q3 24 | 7.9% | 2.5% | ||
| Q2 24 | 6.9% | -15.6% | ||
| Q1 24 | 1.0% | -3.6% |
净利率LXPVRA
| Q4 25 | 33.2% | -19.9% | ||
| Q3 25 | 41.7% | -6.6% | ||
| Q2 25 | 33.2% | -64.8% | ||
| Q1 25 | 21.4% | -47.0% | ||
| Q4 24 | — | -18.2% | ||
| Q3 24 | 7.4% | 6.1% | ||
| Q2 24 | 6.3% | -12.0% | ||
| Q1 24 | -0.3% | -4.0% |
每股收益（稀释后）LXPVRA
| Q4 25 | — | $-0.44 | ||
| Q3 25 | $0.12 | $-0.17 | ||
| Q2 25 | $0.09 | $-1.20 | ||
| Q1 25 | $0.06 | $-1.62 | ||
| Q4 24 | — | $-0.46 | ||
| Q3 24 | $0.02 | $0.19 | ||
| Q2 24 | $0.01 | $-0.26 | ||
| Q1 24 | $-0.01 | $-0.06 |
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 | $10.7M |
| 总债务越低越好 | $1.4B | $10.0M |
| 股东权益账面价值 | $2.0B | $128.1M |
| 总资产 | $3.5B | $243.7M |
| 负债/权益比越低杠杆越低 | 0.66× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资LXPVRA
| Q4 25 | $170.4M | $10.7M | ||
| Q3 25 | $229.7M | $15.2M | ||
| Q2 25 | $71.0M | $11.3M | ||
| Q1 25 | $70.9M | $30.4M | ||
| Q4 24 | $101.8M | $13.7M | ||
| Q3 24 | $55.0M | $44.1M | ||
| Q2 24 | $48.7M | $55.2M | ||
| Q1 24 | $293.8M | $77.3M |
总债务LXPVRA
| Q4 25 | $1.4B | $10.0M | ||
| Q3 25 | $1.5B | $10.0M | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $0 | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LXPVRA
| Q4 25 | $2.0B | $128.1M | ||
| Q3 25 | $2.1B | $140.5M | ||
| Q2 25 | $2.1B | $146.0M | ||
| Q1 25 | $2.1B | $179.0M | ||
| Q4 24 | $2.1B | $225.2M | ||
| Q3 24 | $2.1B | $242.5M | ||
| Q2 24 | $2.1B | $245.9M | ||
| Q1 24 | $2.2B | $259.9M |
总资产LXPVRA
| Q4 25 | $3.5B | $243.7M | ||
| Q3 25 | $3.7B | $266.2M | ||
| Q2 25 | $3.7B | $267.9M | ||
| Q1 25 | $3.8B | $306.7M | ||
| Q4 24 | $3.8B | $359.0M | ||
| Q3 24 | $3.9B | $379.2M | ||
| Q2 24 | $3.9B | $368.7M | ||
| Q1 24 | $4.2B | $380.8M |
负债/权益比LXPVRA
| Q4 25 | 0.66× | 0.08× | ||
| Q3 25 | 0.72× | 0.07× | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | 0.00× | ||
| 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 | $-4.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-4.5M |
| 自由现金流率自由现金流/营收 | — | -7.2% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | $-13.0M |
8季度趋势，按日历期对齐
经营现金流LXPVRA
| Q4 25 | $188.7M | $-4.0M | ||
| Q3 25 | $63.5M | $-5.4M | ||
| Q2 25 | $44.3M | $-17.9M | ||
| Q1 25 | $39.0M | $21.7M | ||
| Q4 24 | $211.2M | $-22.6M | ||
| Q3 24 | $64.6M | $1.4M | ||
| Q2 24 | $38.5M | $-14.5M | ||
| Q1 24 | $38.9M | $26.9M |
自由现金流LXPVRA
| Q4 25 | — | $-4.5M | ||
| Q3 25 | — | $-6.1M | ||
| Q2 25 | — | $-19.8M | ||
| Q1 25 | — | $17.3M | ||
| Q4 24 | — | $-25.0M | ||
| Q3 24 | — | $-1.4M | ||
| Q2 24 | — | $-15.4M | ||
| Q1 24 | — | $25.7M |
自由现金流率LXPVRA
| Q4 25 | — | -7.2% | ||
| Q3 25 | — | -8.7% | ||
| Q2 25 | — | -38.3% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | -35.5% | ||
| Q3 24 | — | -1.5% | ||
| Q2 24 | — | -22.7% | ||
| Q1 24 | — | 55.7% |
资本支出强度LXPVRA
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 2.6% |
现金转化率LXPVRA
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | 0.25× | ||
| Q2 24 | 7.09× | — | ||
| 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
VRA
| Bags | $23.9M | 38% |
| Indirect | $12.6M | 20% |
| Transferred At Point In Time | $12.2M | 20% |
| Accessories | $7.2M | 12% |
| Home | $3.5M | 6% |
| Apparel Footwear | $1.8M | 3% |
| Other Products | $1.5M | 2% |
