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Healthpeak Properties（DOC）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Healthpeak Properties的1.6倍（$1.2B vs $719.4M），Healthpeak Properties净利率更高（73.2% vs 3.4%，领先69.8%），Healthpeak Properties同比增速更快（3.1% vs 1.6%），过去两年Healthpeak Properties的营收复合增速更高（8.9% vs -2.2%）
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
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。
DOC vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.6倍
$719.4M
营收增速更快
DOC
高出1.4%
1.6%
净利率更高
DOC
高出69.8%
3.4%
两年增速更快
DOC
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $719.4M | $1.2B |
| 净利润 | $114.0M | $39.4M |
| 毛利率 | — | 9.6% |
| 营业利润率 | 17.4% | 4.5% |
| 净利率 | 73.2% | 3.4% |
| 营收同比 | 3.1% | 1.6% |
| 净利润同比 | 2406.4% | 32.3% |
| 每股收益（稀释后） | $0.16 | $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DOCLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $719.4M | $1.2B | ||
| Q3 25 | $705.9M | $1.2B | ||
| Q2 25 | $694.3M | $1.2B | ||
| Q1 25 | $702.9M | $1.2B | ||
| Q4 24 | $698.0M | $1.2B | ||
| Q3 24 | $700.4M | $1.2B | ||
| Q2 24 | $695.5M | $1.2B |
净利润DOCLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $114.0M | $23.9M | ||
| Q3 25 | $-117.1M | $19.4M | ||
| Q2 25 | $31.7M | $41.9M | ||
| Q1 25 | $42.8M | $29.8M | ||
| Q4 24 | $4.5M | $46.2M | ||
| Q3 24 | $85.9M | $50.0M | ||
| Q2 24 | $146.0M | $52.6M |
毛利率DOCLSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | 58.6% | — | ||
| Q2 25 | 60.2% | — | ||
| Q1 25 | 61.1% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 60.0% | — | ||
| Q2 24 | 60.6% | — |
营业利润率DOCLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 17.4% | 2.5% | ||
| Q3 25 | 9.2% | 2.2% | ||
| Q2 25 | 5.7% | 4.6% | ||
| Q1 25 | 7.7% | 3.4% | ||
| Q4 24 | -2.2% | 4.8% | ||
| Q3 24 | 14.1% | 5.2% | ||
| Q2 24 | 22.3% | 5.6% |
净利率DOCLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 73.2% | 2.0% | ||
| Q3 25 | -16.6% | 1.6% | ||
| Q2 25 | 4.6% | 3.5% | ||
| Q1 25 | 6.1% | 2.6% | ||
| Q4 24 | 0.7% | 3.8% | ||
| Q3 24 | 12.3% | 4.1% | ||
| Q2 24 | 21.0% | 4.3% |
每股收益（稀释后）DOCLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.16 | $0.70 | ||
| Q3 25 | $-0.17 | $0.56 | ||
| Q2 25 | $0.05 | $1.20 | ||
| Q1 25 | $0.06 | $0.85 | ||
| Q4 24 | $0.02 | $1.30 | ||
| Q3 24 | $0.12 | $1.41 | ||
| Q2 24 | $0.21 | $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 | $467.5M | $411.0M |
| 总债务越低越好 | $9.8B | $26.1M |
| 股东权益账面价值 | $7.5B | $799.0M |
| 总资产 | $20.3B | $1.6B |
| 负债/权益比越低杠杆越低 | 1.31× | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资DOCLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $467.5M | $452.2M | ||
| Q3 25 | $91.0M | $434.4M | ||
| Q2 25 | $89.4M | $426.2M | ||
| Q1 25 | $70.6M | $473.4M | ||
| Q4 24 | $119.8M | $566.6M | ||
| Q3 24 | $180.4M | $531.3M | ||
| Q2 24 | $106.9M | $504.0M |
总债务DOCLSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | $9.8B | $0 | ||
| Q3 25 | $9.1B | $0 | ||
| Q2 25 | $9.0B | $0 | ||
| Q1 25 | $8.9B | $0 | ||
| Q4 24 | $8.7B | $0 | ||
| Q3 24 | $8.6B | $0 | ||
| Q2 24 | $8.6B | $0 |
股东权益DOCLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $7.5B | $795.7M | ||
| Q3 25 | $7.6B | $888.7M | ||
| Q2 25 | $7.9B | $921.8M | ||
| Q1 25 | $8.2B | $930.8M | ||
| Q4 24 | $8.4B | $972.4M | ||
| Q3 24 | $8.6B | $1.0B | ||
| Q2 24 | $8.8B | $1.0B |
总资产DOCLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $20.3B | $1.6B | ||
| Q3 25 | $19.6B | $1.7B | ||
| Q2 25 | $19.8B | $1.7B | ||
| Q1 25 | $19.8B | $1.7B | ||
| Q4 24 | $19.9B | $1.8B | ||
| Q3 24 | $20.0B | $1.8B | ||
| Q2 24 | $20.2B | $1.8B |
负债/权益比DOCLSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | 1.31× | 0.00× | ||
| Q3 25 | 1.20× | 0.00× | ||
| Q2 25 | 1.14× | 0.00× | ||
| Q1 25 | 1.08× | 0.00× | ||
| Q4 24 | 1.04× | 0.00× | ||
| Q3 24 | 1.00× | 0.00× | ||
| Q2 24 | 0.98× | 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 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | $357.0M | — |
| 自由现金流率自由现金流/营收 | 49.6% | — |
| 资本支出强度资本支出/营收 | 124.4% | — |
| 现金转化率经营现金流/净利润 | 10.99× | — |
| 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DOCLSTR
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $72.7M | ||
| Q3 25 | $315.0M | $89.3M | ||
| Q2 25 | $363.5M | $7.1M | ||
| Q1 25 | $279.4M | $55.7M | ||
| Q4 24 | $1.1B | $61.1M | ||
| Q3 24 | $318.2M | $83.1M | ||
| Q2 24 | $316.2M | $48.1M |
自由现金流DOCLSTR
| Q1 26 | — | — | ||
| Q4 25 | $357.0M | $70.5M | ||
| Q3 25 | — | $86.0M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | $333.7M | $54.4M | ||
| Q3 24 | — | $75.6M | ||
| Q2 24 | — | $40.6M |
自由现金流率DOCLSTR
| Q1 26 | — | — | ||
| Q4 25 | 49.6% | 6.0% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | 47.8% | 4.5% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 3.3% |
资本支出强度DOCLSTR
| Q1 26 | — | — | ||
| Q4 25 | 124.4% | 0.2% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 105.6% | 0.6% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.6% |
现金转化率DOCLSTR
| Q1 26 | — | — | ||
| Q4 25 | 10.99× | 3.04× | ||
| Q3 25 | — | 4.61× | ||
| Q2 25 | 11.48× | 0.17× | ||
| Q1 25 | 6.52× | 1.87× | ||
| Q4 24 | 235.43× | 1.32× | ||
| Q3 24 | 3.71× | 1.66× | ||
| Q2 24 | 2.17× | 0.91× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
