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AMCON DISTRIBUTING CO(DIT)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AMCON DISTRIBUTING CO的1.6倍($1.2B vs $730.1M),LANDSTAR SYSTEM INC净利率更高(3.4% vs 0.1%,领先3.3%),AMCON DISTRIBUTING CO同比增速更快(2.6% vs 1.6%),过去两年AMCON DISTRIBUTING CO的营收复合增速更高(10.1% vs -2.2%)
AMCON Distributing Co是一家总部位于美国的消费品分销企业,主营食品、饮料、美妆个护、烟草及日用百货的分销业务,主要服务美国本土的独立便利店、食品零售商、药店及其他小型零售网点。
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。
DIT vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.6倍
$730.1M
营收增速更快
DIT
高出1.0%
1.6%
净利率更高
LSTR
高出3.3%
0.1%
两年增速更快
DIT
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $730.1M | $1.2B |
| 净利润 | $793.0K | $39.4M |
| 毛利率 | 6.6% | 9.6% |
| 营业利润率 | 0.5% | 4.5% |
| 净利率 | 0.1% | 3.4% |
| 营收同比 | 2.6% | 1.6% |
| 净利润同比 | 127.6% | 32.3% |
| 每股收益(稀释后) | $1.28 | $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
DIT
LSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $730.1M | $1.2B | ||
| Q3 25 | $746.3M | $1.2B | ||
| Q2 25 | $739.6M | $1.2B | ||
| Q1 25 | $619.5M | $1.2B | ||
| Q4 24 | $711.3M | $1.2B | ||
| Q3 24 | $746.3M | $1.2B | ||
| Q2 24 | $717.9M | $1.2B |
净利润
DIT
LSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $793.0K | $23.9M | ||
| Q3 25 | $491.7K | $19.4M | ||
| Q2 25 | $1.3M | $41.9M | ||
| Q1 25 | $-1.6M | $29.8M | ||
| Q4 24 | $348.4K | $46.2M | ||
| Q3 24 | $1.2M | $50.0M | ||
| Q2 24 | $1.5M | $52.6M |
毛利率
DIT
LSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 6.9% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 6.7% | — |
营业利润率
DIT
LSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 0.5% | 2.5% | ||
| Q3 25 | 0.5% | 2.2% | ||
| Q2 25 | 0.7% | 4.6% | ||
| Q1 25 | 0.1% | 3.4% | ||
| Q4 24 | 0.5% | 4.8% | ||
| Q3 24 | 0.7% | 5.2% | ||
| Q2 24 | 0.8% | 5.6% |
净利率
DIT
LSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 0.1% | 2.0% | ||
| Q3 25 | 0.1% | 1.6% | ||
| Q2 25 | 0.2% | 3.5% | ||
| Q1 25 | -0.3% | 2.6% | ||
| Q4 24 | 0.0% | 3.8% | ||
| Q3 24 | 0.2% | 4.1% | ||
| Q2 24 | 0.2% | 4.3% |
每股收益(稀释后)
DIT
LSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $1.28 | $0.70 | ||
| Q3 25 | $0.80 | $0.56 | ||
| Q2 25 | $2.13 | $1.20 | ||
| Q1 25 | $-2.58 | $0.85 | ||
| Q4 24 | $0.57 | $1.30 | ||
| Q3 24 | $2.02 | $1.41 | ||
| Q2 24 | $2.46 | $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 | — | $26.1M |
| 股东权益账面价值 | $114.1M | $799.0M |
| 总资产 | $378.7M | $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
DIT
LSTR
| 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
DIT
LSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | $16.5M | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | $21.8M | $0 | ||
| Q2 24 | $23.3M | $0 |
股东权益
DIT
LSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $114.1M | $795.7M | ||
| Q3 25 | $113.1M | $888.7M | ||
| Q2 25 | $113.2M | $921.8M | ||
| Q1 25 | $111.4M | $930.8M | ||
| Q4 24 | $112.4M | $972.4M | ||
| Q3 24 | $111.7M | $1.0B | ||
| Q2 24 | $110.0M | $1.0B |
总资产
DIT
LSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $378.7M | $1.6B | ||
| Q3 25 | $391.1M | $1.7B | ||
| Q2 25 | $393.9M | $1.7B | ||
| Q1 25 | $392.0M | $1.7B | ||
| Q4 24 | $404.7M | $1.8B | ||
| Q3 24 | $374.1M | $1.8B | ||
| Q2 24 | $400.6M | $1.8B |
负债/权益比
DIT
LSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | 0.15× | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | 0.19× | 0.00× | ||
| Q2 24 | 0.21× | 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 | $-11.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-12.4M | — |
| 自由现金流率自由现金流/营收 | -1.7% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | -14.75× | — |
| 过去12个月自由现金流最近4个季度 | $40.6M | — |
8季度趋势,按日历期对齐
经营现金流
DIT
LSTR
| Q1 26 | — | — | ||
| Q4 25 | $-11.7M | $72.7M | ||
| Q3 25 | $31.1M | $89.3M | ||
| Q2 25 | $-7.0M | $7.1M | ||
| Q1 25 | $34.4M | $55.7M | ||
| Q4 24 | $-39.9M | $61.1M | ||
| Q3 24 | $41.0M | $83.1M | ||
| Q2 24 | $-26.9M | $48.1M |
自由现金流
DIT
LSTR
| Q1 26 | — | — | ||
| Q4 25 | $-12.4M | $70.5M | ||
| Q3 25 | $30.4M | $86.0M | ||
| Q2 25 | $-8.8M | $4.7M | ||
| Q1 25 | $31.4M | $53.8M | ||
| Q4 24 | $-43.3M | $54.4M | ||
| Q3 24 | $37.4M | $75.6M | ||
| Q2 24 | $-32.6M | $40.6M |
自由现金流率
DIT
LSTR
| Q1 26 | — | — | ||
| Q4 25 | -1.7% | 6.0% | ||
| Q3 25 | 4.1% | 7.1% | ||
| Q2 25 | -1.2% | 0.4% | ||
| Q1 25 | 5.1% | 4.7% | ||
| Q4 24 | -6.1% | 4.5% | ||
| Q3 24 | 5.0% | 6.2% | ||
| Q2 24 | -4.5% | 3.3% |
资本支出强度
DIT
LSTR
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.2% | ||
| Q3 25 | 0.1% | 0.3% | ||
| Q2 25 | 0.2% | 0.2% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 0.5% | 0.6% | ||
| Q3 24 | 0.5% | 0.6% | ||
| Q2 24 | 0.8% | 0.6% |
现金转化率
DIT
LSTR
| Q1 26 | — | — | ||
| Q4 25 | -14.75× | 3.04× | ||
| Q3 25 | 63.32× | 4.61× | ||
| Q2 25 | -5.33× | 0.17× | ||
| Q1 25 | — | 1.87× | ||
| Q4 24 | -114.43× | 1.32× | ||
| Q3 24 | 33.16× | 1.66× | ||
| Q2 24 | -18.05× | 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
DIT
| Cigarettes | $446.5M | 61% |
| Tobacco | $143.7M | 20% |
| Tobacco Food Service And Other | $82.3M | 11% |
| Confectionery | $46.7M | 6% |
| Retail Segment | $10.8M | 1% |
LSTR
暂无分部数据