vs
COMERICA INC（CMA）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COMERICA INC的1.4倍（$1.2B vs $838.0M），COMERICA INC净利率更高（21.0% vs 3.4%，领先17.6%），COMERICA INC同比增速更快（3.3% vs 1.6%），过去两年COMERICA INC的营收复合增速更高（108.9% vs -2.2%）
Comerica公司是总部位于美国得克萨斯州达拉斯的金融服务企业，为美国大型金融控股公司之一。旗下Comerica银行为区域性商业银行，在得克萨斯、密歇根、加利福尼亚、佛罗里达、亚利桑那五州共设413家网点，在美国多座城市设有办公场所。
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。
CMA vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.4倍
$838.0M
营收增速更快
CMA
高出1.7%
1.6%
净利率更高
CMA
高出17.6%
3.4%
两年增速更快
CMA
近两年复合增速
-2.2%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $838.0M | $1.2B |
| 净利润 | $176.0M | $39.4M |
| 毛利率 | — | 9.6% |
| 营业利润率 | — | 4.5% |
| 净利率 | 21.0% | 3.4% |
| 营收同比 | 3.3% | 1.6% |
| 净利润同比 | -4.3% | 32.3% |
| 每股收益（稀释后） | $1.35 | $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CMALSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $838.0M | $1.2B | ||
| Q2 25 | $849.0M | $1.2B | ||
| Q1 25 | $829.0M | $1.2B | ||
| Q4 24 | $825.0M | $1.2B | ||
| Q3 24 | $811.0M | $1.2B | ||
| Q2 24 | $824.0M | $1.2B |
净利润CMALSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | — | $23.9M | ||
| Q3 25 | $176.0M | $19.4M | ||
| Q2 25 | $199.0M | $41.9M | ||
| Q1 25 | $172.0M | $29.8M | ||
| Q4 24 | $170.0M | $46.2M | ||
| Q3 24 | $184.0M | $50.0M | ||
| Q2 24 | $206.0M | $52.6M |
毛利率CMALSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率CMALSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 5.6% |
净利率CMALSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | 21.0% | 1.6% | ||
| Q2 25 | 23.4% | 3.5% | ||
| Q1 25 | 20.7% | 2.6% | ||
| Q4 24 | 20.6% | 3.8% | ||
| Q3 24 | 22.7% | 4.1% | ||
| Q2 24 | 25.0% | 4.3% |
每股收益（稀释后）CMALSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | — | $0.70 | ||
| Q3 25 | $1.35 | $0.56 | ||
| Q2 25 | $1.42 | $1.20 | ||
| Q1 25 | $1.25 | $0.85 | ||
| Q4 24 | $1.22 | $1.30 | ||
| Q3 24 | $1.33 | $1.41 | ||
| Q2 24 | $1.49 | $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 | — | $411.0M |
| 总债务越低越好 | $5.4B | $26.1M |
| 股东权益账面价值 | $7.4B | $799.0M |
| 总资产 | $77.4B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资CMALSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | — | $452.2M | ||
| Q3 25 | — | $434.4M | ||
| Q2 25 | — | $426.2M | ||
| Q1 25 | — | $473.4M | ||
| Q4 24 | — | $566.6M | ||
| Q3 24 | — | $531.3M | ||
| Q2 24 | — | $504.0M |
总债务CMALSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | $5.4B | $0 | ||
| Q2 25 | $5.8B | $0 | ||
| Q1 25 | $5.7B | $0 | ||
| Q4 24 | $6.7B | $0 | ||
| Q3 24 | $6.8B | $0 | ||
| Q2 24 | $7.1B | $0 |
股东权益CMALSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | $7.4B | $888.7M | ||
| Q2 25 | $6.9B | $921.8M | ||
| Q1 25 | $7.1B | $930.8M | ||
| Q4 24 | $6.5B | $972.4M | ||
| Q3 24 | $7.4B | $1.0B | ||
| Q2 24 | $6.2B | $1.0B |
总资产CMALSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $77.4B | $1.7B | ||
| Q2 25 | $78.0B | $1.7B | ||
| Q1 25 | $77.6B | $1.7B | ||
| Q4 24 | $79.3B | $1.8B | ||
| Q3 24 | $79.7B | $1.8B | ||
| Q2 24 | $79.6B | $1.8B |
负债/权益比CMALSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | 0.73× | 0.00× | ||
| Q2 25 | 0.84× | 0.00× | ||
| Q1 25 | 0.81× | 0.00× | ||
| Q4 24 | 1.02× | 0.00× | ||
| Q3 24 | 0.92× | 0.00× | ||
| Q2 24 | 1.15× | 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 | $-270.0M | — |
| 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 | -1.53× | — |
| 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CMALSTR
| Q1 26 | — | — | ||
| Q4 25 | — | $72.7M | ||
| Q3 25 | $-270.0M | $89.3M | ||
| Q2 25 | $476.0M | $7.1M | ||
| Q1 25 | $273.0M | $55.7M | ||
| Q4 24 | $601.0M | $61.1M | ||
| Q3 24 | $1.0B | $83.1M | ||
| Q2 24 | $111.0M | $48.1M |
自由现金流CMALSTR
| 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CMALSTR
| 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CMALSTR
| 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CMALSTR
| Q1 26 | — | — | ||
| Q4 25 | — | 3.04× | ||
| Q3 25 | -1.53× | 4.61× | ||
| Q2 25 | 2.39× | 0.17× | ||
| Q1 25 | 1.59× | 1.87× | ||
| Q4 24 | 3.54× | 1.32× | ||
| Q3 24 | 5.70× | 1.66× | ||
| Q2 24 | 0.54× | 0.91× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
