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布鲁克菲尔德资产管理（BAM）与LANDSTAR SYSTEM INC（LSTR）财务数据对比。点击上方公司名可切换其他公司
LANDSTAR SYSTEM INC的季度营收约是布鲁克菲尔德资产管理的1.1倍（$1.2B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 3.4%，领先53.3%）
布鲁克菲尔德资产管理有限公司是加美两地的另类资产管理机构，2022年12月从布鲁克菲尔德集团的资管业务分拆成立，在全球范围内管理不动产、基础设施、可再生能源、私募股权及信贷市场等领域的投资。
Landstar System Inc.是美国专业运输服务企业，主营第三方物流业务，依托由超8800名独立自营车主、1000余名独立货运代理人、7万余家合规认证承运商组成的庞大网络，服务主要覆盖美国全境，同时提供加拿大境内及美加、美墨跨境物流服务。
BAM vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.1倍
$1.1B
净利率更高
BAM
高出53.3%
3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $615.0M | $39.4M |
| 毛利率 | — | 9.6% |
| 营业利润率 | 84.2% | 4.5% |
| 净利率 | 56.7% | 3.4% |
| 营收同比 | — | 1.6% |
| 净利润同比 | — | 32.3% |
| 每股收益（稀释后） | — | $1.16 |
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BAMLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $974.0M | $1.2B | ||
| Q2 25 | $931.0M | $1.2B | ||
| Q1 25 | $954.0M | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $873.0M | $1.2B | ||
| Q2 24 | $821.0M | $1.2B |
净利润BAMLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $615.0M | $23.9M | ||
| Q3 25 | $692.0M | $19.4M | ||
| Q2 25 | $584.0M | $41.9M | ||
| Q1 25 | $507.0M | $29.8M | ||
| Q4 24 | — | $46.2M | ||
| Q3 24 | $537.0M | $50.0M | ||
| Q2 24 | $124.0M | $52.6M |
毛利率BAMLSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率BAMLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 84.2% | 2.5% | ||
| Q3 25 | 79.1% | 2.2% | ||
| Q2 25 | 70.8% | 4.6% | ||
| Q1 25 | 61.0% | 3.4% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | 72.5% | 5.2% | ||
| Q2 24 | 80.4% | 5.6% |
净利率BAMLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 56.7% | 2.0% | ||
| Q3 25 | 71.0% | 1.6% | ||
| Q2 25 | 62.7% | 3.5% | ||
| Q1 25 | 53.1% | 2.6% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | 61.5% | 4.1% | ||
| Q2 24 | 15.1% | 4.3% |
每股收益（稀释后）BAMLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | — | $0.70 | ||
| Q3 25 | — | $0.56 | ||
| Q2 25 | — | $1.20 | ||
| Q1 25 | — | $0.85 | ||
| Q4 24 | — | $1.30 | ||
| Q3 24 | — | $1.41 | ||
| Q2 24 | — | $1.48 |
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 | $1.6B | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $8.9B | $799.0M |
| 总资产 | $17.0B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资BAMLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $1.6B | $452.2M | ||
| Q3 25 | $1.1B | $434.4M | ||
| Q2 25 | $480.0M | $426.2M | ||
| Q1 25 | $332.0M | $473.4M | ||
| Q4 24 | — | $566.6M | ||
| Q3 24 | — | $531.3M | ||
| Q2 24 | $10.0M | $504.0M |
总债务BAMLSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益BAMLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $8.9B | $795.7M | ||
| Q3 25 | $8.5B | $888.7M | ||
| Q2 25 | $8.5B | $921.8M | ||
| Q1 25 | $8.5B | $930.8M | ||
| Q4 24 | — | $972.4M | ||
| Q3 24 | $9.0B | $1.0B | ||
| Q2 24 | $3.2B | $1.0B |
总资产BAMLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $17.0B | $1.6B | ||
| Q3 25 | $16.5B | $1.7B | ||
| Q2 25 | $16.1B | $1.7B | ||
| Q1 25 | $15.0B | $1.7B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $4.2B | $1.8B |
负债/权益比BAMLSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $562.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.91× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $72.7M | ||
| Q3 25 | $745.0M | $89.3M | ||
| Q2 25 | $529.0M | $7.1M | ||
| Q1 25 | $265.0M | $55.7M | ||
| Q4 24 | — | $61.1M | ||
| Q3 24 | $567.0M | $83.1M | ||
| Q2 24 | $159.0M | $48.1M |
自由现金流BAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | — | $70.5M | ||
| Q3 25 | — | $86.0M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | — | $54.4M | ||
| Q3 24 | — | $75.6M | ||
| Q2 24 | — | $40.6M |
自由现金流率BAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | — | 6.0% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 3.3% |
资本支出强度BAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.6% |
现金转化率BAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 3.04× | ||
| Q3 25 | 1.08× | 4.61× | ||
| Q2 25 | 0.91× | 0.17× | ||
| Q1 25 | 0.52× | 1.87× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | 1.06× | 1.66× | ||
| Q2 24 | 1.28× | 0.91× |
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
BAM
| Incentive Fees | $452.0M | 42% |
| Infrastruture | $332.0M | 31% |
| Private Equity | $174.0M | 16% |
| Renewable Power And Transition | $66.0M | 6% |
| Other | $47.0M | 4% |
| Management And Advisory Fees | $14.0M | 1% |
LSTR
暂无分部数据
