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LXP Industrial Trust（LXP）与沃夫斯沛（WOLF）财务数据对比。点击上方公司名可切换其他公司
沃夫斯沛的季度营收约是LXP Industrial Trust的1.9倍（$168.5M vs $86.7M），LXP Industrial Trust净利率更高（33.2% vs -89.4%，领先122.5%），沃夫斯沛同比增速更快（-6.6% vs -14.0%），过去两年LXP Industrial Trust的营收复合增速更高（0.3% vs -8.4%）
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。
Wolfspeed, Inc.（原Cree, Inc.）是一家美国宽禁带半导体研发制造商，核心业务聚焦碳化硅材料与功率器件，产品主要应用于交通、电源、功率逆变器以及无线系统等领域，是碳化硅功率半导体领域的领先企业。
LXP vs WOLF — 直观对比
营收规模更大
WOLF
是对方的1.9倍
$86.7M
营收增速更快
WOLF
高出7.3%
-14.0%
净利率更高
LXP
高出122.5%
-89.4%
两年增速更快
LXP
近两年复合增速
-8.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $86.7M | $168.5M |
| 净利润 | $28.8M | $-150.6M |
| 毛利率 | 81.5% | -46.5% |
| 营业利润率 | 34.6% | -94.0% |
| 净利率 | 33.2% | -89.4% |
| 营收同比 | -14.0% | -6.6% |
| 净利润同比 | — | 59.5% |
| 每股收益（稀释后） | — | $-5.78 |
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LXPWOLF
| Q4 25 | $86.7M | $168.5M | ||
| Q3 25 | $86.9M | $196.8M | ||
| Q2 25 | $87.7M | $197.0M | ||
| Q1 25 | $88.9M | $185.4M | ||
| Q4 24 | $100.9M | $180.5M | ||
| Q3 24 | $85.6M | $194.7M | ||
| Q2 24 | $85.8M | $200.7M | ||
| Q1 24 | $86.3M | $200.7M |
净利润LXPWOLF
| Q4 25 | $28.8M | $-150.6M | ||
| Q3 25 | $36.3M | $-643.6M | ||
| Q2 25 | $29.1M | $-669.3M | ||
| Q1 25 | $19.0M | $-285.5M | ||
| Q4 24 | — | $-372.2M | ||
| Q3 24 | $6.3M | $-282.2M | ||
| Q2 24 | $5.4M | $-174.9M | ||
| Q1 24 | $-269.0K | $-148.9M |
毛利率LXPWOLF
| Q4 25 | 81.5% | -46.5% | ||
| Q3 25 | 82.3% | -39.2% | ||
| Q2 25 | 81.9% | -13.0% | ||
| Q1 25 | 80.7% | -12.1% | ||
| Q4 24 | 85.3% | -20.6% | ||
| Q3 24 | 82.5% | -18.6% | ||
| Q2 24 | 82.0% | 1.2% | ||
| Q1 24 | 82.4% | 11.2% |
营业利润率LXPWOLF
| Q4 25 | 34.6% | -94.0% | ||
| Q3 25 | 50.4% | -82.0% | ||
| Q2 25 | 33.7% | -295.2% | ||
| Q1 25 | 21.8% | -104.9% | ||
| Q4 24 | — | -178.9% | ||
| Q3 24 | 7.9% | -118.2% | ||
| Q2 24 | 6.9% | -72.7% | ||
| Q1 24 | 1.0% | -53.0% |
净利率LXPWOLF
| Q4 25 | 33.2% | -89.4% | ||
| Q3 25 | 41.7% | -327.0% | ||
| Q2 25 | 33.2% | -339.7% | ||
| Q1 25 | 21.4% | -154.0% | ||
| Q4 24 | — | -206.2% | ||
| Q3 24 | 7.4% | -144.9% | ||
| Q2 24 | 6.3% | -87.1% | ||
| Q1 24 | -0.3% | -74.2% |
每股收益（稀释后）LXPWOLF
| Q4 25 | — | $-5.78 | ||
| Q3 25 | $0.12 | $-4.12 | ||
| Q2 25 | $0.09 | $-4.42 | ||
| Q1 25 | $0.06 | $-1.86 | ||
| Q4 24 | — | $-2.88 | ||
| Q3 24 | $0.02 | $-2.23 | ||
| Q2 24 | $0.01 | $-1.39 | ||
| Q1 24 | $-0.01 | $-1.18 |
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 | $1.3B |
| 总债务越低越好 | $1.4B | $2.0B |
| 股东权益账面价值 | $2.0B | $627.4M |
| 总资产 | $3.5B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.66× | 3.13× |
8季度趋势，按日历期对齐
现金及短期投资LXPWOLF
| Q4 25 | $170.4M | $1.3B | ||
| Q3 25 | $229.7M | $926.0M | ||
| Q2 25 | $71.0M | $955.4M | ||
| Q1 25 | $70.9M | $1.3B | ||
| Q4 24 | $101.8M | $1.4B | ||
| Q3 24 | $55.0M | $1.7B | ||
| Q2 24 | $48.7M | $2.2B | ||
| Q1 24 | $293.8M | $2.6B |
总债务LXPWOLF
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.5B | $0 | ||
| Q2 25 | $1.5B | $6.5B | ||
| Q1 25 | $1.5B | $6.5B | ||
| Q4 24 | $1.6B | $6.4B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | — |
股东权益LXPWOLF
| Q4 25 | $2.0B | $627.4M | ||
| Q3 25 | $2.1B | $-1.1B | ||
| Q2 25 | $2.1B | $-447.1M | ||
| Q1 25 | $2.1B | $212.7M | ||
| Q4 24 | $2.1B | $372.6M | ||
| Q3 24 | $2.1B | $628.9M | ||
| Q2 24 | $2.1B | $882.1M | ||
| Q1 24 | $2.2B | $1.0B |
总资产LXPWOLF
| Q4 25 | $3.5B | $3.4B | ||
| Q3 25 | $3.7B | $6.6B | ||
| Q2 25 | $3.7B | $6.9B | ||
| Q1 25 | $3.8B | $7.6B | ||
| Q4 24 | $3.8B | $7.7B | ||
| Q3 24 | $3.9B | $7.9B | ||
| Q2 24 | $3.9B | $8.0B | ||
| Q1 24 | $4.2B | $7.7B |
负债/权益比LXPWOLF
| Q4 25 | 0.66× | 3.13× | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | 30.61× | ||
| Q4 24 | 0.75× | 17.24× | ||
| Q3 24 | — | 9.81× | ||
| Q2 24 | — | 6.98× | ||
| 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 | $-42.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-72.6M |
| 自由现金流率自由现金流/营收 | — | -43.1% |
| 资本支出强度资本支出/营收 | — | 17.8% |
| 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 | — | $-988.1M |
8季度趋势，按日历期对齐
经营现金流LXPWOLF
| Q4 25 | $188.7M | $-42.6M | ||
| Q3 25 | $63.5M | $5.7M | ||
| Q2 25 | $44.3M | $-242.5M | ||
| Q1 25 | $39.0M | $-142.1M | ||
| Q4 24 | $211.2M | $-195.1M | ||
| Q3 24 | $64.6M | $-132.0M | ||
| Q2 24 | $38.5M | $-239.5M | ||
| Q1 24 | $38.9M | $-136.2M |
自由现金流LXPWOLF
| Q4 25 | — | $-72.6M | ||
| Q3 25 | — | $-98.3M | ||
| Q2 25 | — | $-454.4M | ||
| Q1 25 | — | $-362.8M | ||
| Q4 24 | — | $-596.9M | ||
| Q3 24 | — | $-569.0M | ||
| Q2 24 | — | $-883.8M | ||
| Q1 24 | — | $-713.7M |
自由现金流率LXPWOLF
| Q4 25 | — | -43.1% | ||
| Q3 25 | — | -49.9% | ||
| Q2 25 | — | -230.7% | ||
| Q1 25 | — | -195.7% | ||
| Q4 24 | — | -330.7% | ||
| Q3 24 | — | -292.2% | ||
| Q2 24 | — | -440.4% | ||
| Q1 24 | — | -355.6% |
资本支出强度LXPWOLF
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 52.8% | ||
| Q2 25 | — | 107.6% | ||
| Q1 25 | — | 119.0% | ||
| Q4 24 | — | 222.6% | ||
| Q3 24 | — | 224.4% | ||
| Q2 24 | — | 321.0% | ||
| Q1 24 | — | 287.7% |
现金转化率LXPWOLF
| Q4 25 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | — | ||
| 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
WOLF
| Power Products | $118.3M | 70% |
| Materials Products | $50.2M | 30% |
