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LXP

BEARISH
$50.16 Live
LXP Industrial Trust · NYSE
Target $53.17 (+6.0%)
$38.2 52W Range $52.52

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026
Market cap
$2.96B
P/E
33.66
ROE
5.6%
Profit margin
32.3%
Debt/Equity
0.66
Dividend yield
5.39%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
LXP exhibits a severe divergence between its current market price ($50.16) and its deterministic value markers, with a Piotroski F-Score of 4/9 indicating only marginal stability. The stock trades at a significant premium to both its Graham Number ($33.20) and its growth-based intrinsic value ($10.43). Fundamental deterioration is evident through negative YoY revenue and earnings growth, coupled with an unsustainable dividend payout ratio of 149.73%. Despite recent price appreciation, the technical trend is heavily bearish (10/100), suggesting a potential correction to align with poor underlying fundamentals.

Key Strengths

Strong current and quick ratios (2.30) indicating good short-term liquidity
Manageable Debt/Equity ratio (0.66) relative to real estate sector averages
High gross profit margins (81.56%)
Strong 1-year price performance (+35.1%)
Positive analyst sentiment with a 'Buy' recommendation

Key Risks

Unsustainable dividend payout ratio (149.73%) exceeding earnings
Negative growth trajectory across revenue and earnings (YoY and Q/Q)
Extreme valuation gap between current price and Graham/Intrinsic values
Highly volatile earnings track record with significant recent EPS misses
Alarming forward P/E projection (-2508.00) suggesting expected losses
AI Fair Value Estimate
Based on comprehensive analysis
$28.5
-43.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
31
Weak
Value
20
Future
15
Past
50
Health
45
Dividend
25
AI Verdict
Overvalued with deteriorating fundamentals
Key drivers: Negative growth, Dividend instability, Valuation premium
Confidence
90%
Value
20/100

Ref P/E, PEG, Graham Number

Positives
  • P/B ratio is relatively moderate at 1.53
Watchpoints
  • Price is 51% above Graham Number
  • PEG ratio of 3.15 indicates overvaluation
  • P/E of 33.66 is high given negative growth
Future
15/100

Ref Growth rates

Positives
No standout positives identified.
Watchpoints
  • Revenue growth -14.00% YoY
  • Earnings growth -13.70% YoY
  • Recent Q/Q EPS growth crash of -106.5%
Past
50/100

Ref Historical trends

Positives
  • Strong 1Y and 3Y price returns
Watchpoints
  • Inconsistent earnings surprises
  • Declining quarterly earnings progression
Health
45/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Low Debt/Equity (0.66)
  • Strong liquidity ratios
Watchpoints
  • Piotroski F-Score of 4/9 is only 'Stable'
  • Very low ROA (0.83%)
Dividend
25/100

Ref Yield, Payout

Positives
  • Attractive yield of 5.39%
Watchpoints
  • Payout ratio of 149.73% is fundamentally unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$50.16
Analyst Target
$53.17
Upside/Downside
+6.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for LXP and closest competitors.

Updated 2026-04-29
LXP
LXP Industrial Trust
Primary
5Y
+5.9%
3Y
+28.3%
1Y
+35.1%
6M
+8.5%
1M
+9.9%
1W
+1.5%
APL
Apple Hospitality REIT, Inc.
Peer
5Y
+23.4%
3Y
-12.2%
1Y
-12.8%
6M
+2.0%
1M
+2.6%
1W
-0.5%
CUR
Curbline Properties Corp.
Peer
5Y
+45.8%
3Y
+45.8%
1Y
+24.2%
6M
+17.6%
1M
+7.8%
1W
+0.8%
DX
Dynex Capital, Inc.
Peer
5Y
+32.5%
3Y
+80.0%
1Y
+34.4%
6M
+10.7%
1M
+9.8%
1W
+2.4%
AKR
Acadia Realty Trust
Peer
5Y
+58.5%
3Y
+49.7%
1Y
-8.0%
6M
+8.6%
1M
-3.6%
1W
-5.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
33.66
Forward P/E
-2508.0
PEG Ratio
3.15
P/B Ratio
1.53
P/S Ratio
8.44
EV/Revenue
12.3
EV/EBITDA
17.98
Market Cap
$2.96B

Profitability

Profit margins and return metrics

Profit Margin 32.31%
Operating Margin 14.1%
Gross Margin 81.56%
ROE 5.64%
ROA 0.83%

Growth

Revenue and earnings growth rates

Revenue Growth -14.0%
Earnings Growth -13.7%
Q/Q Revenue Growth -13.99%
Q/Q Earnings Growth -12.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.66
Moderate
Current Ratio
2.3
Strong
Quick Ratio
2.3
Excellent
Cash/Share
$2.88

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
26.6%
Op. Margin
14.3%
Net Margin
33.2%
Total Assets
$3.5B
Liabilities
$1.5B
Equity
$2.0B
Debt/Equity
0.73x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
84%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$-0.03
-160.0% surprise
2026-02-12
$0.46
+770.5% surprise
2025-10-30
$-0.19
2025-07-30
$-0.08
-62.8% surprise

Real Estate Sector Comparison

Comparing LXP against 192 companies in the Real Estate sector (9 bullish, 39 neutral, 144 bearish)
P/E Ratio
33.66
This Stock
vs
40.48
Sector Avg
-16.8% (Discount)
Return on Equity (ROE)
5.64%
This Stock
vs
-29.58%
Sector Avg
-119.1% (Below Avg)
Profit Margin
32.31%
This Stock
vs
11.76%
Sector Avg
+174.7% (Superior)
Debt to Equity
0.66
This Stock
vs
2.36
Sector Avg
-71.9% (Less Debt)
Revenue Growth
-14.0%
This Stock
vs
14622.72%
Sector Avg
-100.1% (Slower)
Current Ratio
2.3
This Stock
vs
8.62
Sector Avg
-73.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

HANDWERKER JAMIE O.
Director
Stock Award
2026-04-02
664 shares · $32,466
ROTH HOWARD STEWART
Director
Stock Award
2026-04-02
664 shares · $32,466
NOE NANCY ELIZABETH
Director
Stock Award
2026-04-02
664 shares · $32,466
JOHNSON DERRICK L
Director
Stock Award
2026-04-02
664 shares · $32,466
GUPTA ARUN
Director
Stock Award
2026-04-02
664 shares · $32,466
KOENEMAN CLAIRE A.
Director
Stock Award
2026-04-02
664 shares · $32,466
GRAY LAWRENCE L
Director
Stock Award
2026-04-02
664 shares · $32,466
HANDWERKER JAMIE O.
Director
Stock Award
2026-01-05
678 shares · $32,492
ROTH HOWARD STEWART
Director
Stock Award
2026-01-05
678 shares · $32,492
NOE NANCY ELIZABETH
Director
Stock Award
2026-01-05
678 shares · $32,492
JOHNSON DERRICK L
Director
Stock Award
2026-01-05
678 shares · $32,492
GUPTA ARUN
Director
Stock Award
2026-01-05
678 shares · $32,498
KOENEMAN CLAIRE A.
Director
Stock Award
2026-01-05
678 shares · $32,498
GRAY LAWRENCE L
Director
Stock Award
2026-01-05
678 shares · $32,492
EGLIN THOMAS WILSON
Chief Executive Officer
Stock Award
2026-01-02
135,544 shares · $6,720,272
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-Q
10-Q
2026-04-29

LXP maintains a strong liquidity position with $130.1 million in cash and a $600 million revolving credit facility, while secured debt decreased to $48.5 million as of March 31, 2026. Cash flows from operations for the first quarter were $37.5 million, and the company reports no mortgage balloon payments due until 2031. The primary financial risk identified is the potential for tenant defaults to negatively impact near-term operational cash flows.

8-K
8-K
2026-04-29

LXP filed an 8-K on April 29, 2026, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2026-04-03

LXP filed a definitive proxy statement (DEF 14A) on April 3, 2026, providing shareholders with necessary information to vote on matters at the upcoming annual meeting.

8-K
8-K
2026-02-12

LXP filed an 8-K on February 12, 2026, likely to announce its annual financial results.

10-K
10-K
2026-02-12

LXP filed its annual 10-K report on February 12, 2026. The provided excerpts do not contain specific financial metrics or detailed risk disclosures.

8-K
8-K
2026-01-14
8-K
8-K
2025-11-12

LXP filed an 8-K on November 12, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-30

LXP filed an 8-K on October 30, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-10-30

LXP reported cash flows from operations of $146.8 million for the nine months ended September 30, 2025, supported by $229.7 million in cash on hand and a $600 million unsecured credit facility. Secured debt decreased to $50.9 million, with no mortgage balloon payments due until 2031. The primary financial risk identified is the potential for tenant defaults to negatively impact near-term operational cash flows.

8-K
8-K
2025-10-16

LXP filed an 8-K on October 16, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-01
8-K
8-K
2025-07-30
10-Q
10-Q
2025-07-30
8-K
8-K
2025-05-29
8-K
8-K
2025-05-01
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
6 analysts
JP Morgan
2026-03-05
Maintains
Neutral Neutral
Evercore ISI Group
2026-02-13
Maintains
In-Line In-Line
Keybanc
2025-12-04
down
Overweight Sector Weight

Past News Coverage

Recent headlines mentioning LXP from our newsroom.

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