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EPAM Systems(EPAM)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
EPAM Systems的季度营收约是LANDSTAR SYSTEM INC的1.2倍($1.4B vs $1.2B),EPAM Systems净利率更高(5.9% vs 3.4%,领先2.5%),EPAM Systems同比增速更快(7.6% vs 1.6%),过去两年EPAM Systems的营收复合增速更高(10.5% vs -2.2%)
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业,核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块,同时是MACH联盟的创始成员,在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
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。
EPAM vs LSTR — 直观对比
营收规模更大
EPAM
是对方的1.2倍
$1.2B
营收增速更快
EPAM
高出5.9%
1.6%
净利率更高
EPAM
高出2.5%
3.4%
两年增速更快
EPAM
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.2B |
| 净利润 | $82.5M | $39.4M |
| 毛利率 | — | 9.6% |
| 营业利润率 | 8.3% | 4.5% |
| 净利率 | 5.9% | 3.4% |
| 营收同比 | 7.6% | 1.6% |
| 净利润同比 | 12.3% | 32.3% |
| 每股收益(稀释后) | $1.52 | $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
EPAM
LSTR
| Q1 26 | $1.4B | $1.2B | ||
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
净利润
EPAM
LSTR
| Q1 26 | $82.5M | $39.4M | ||
| Q4 25 | $109.4M | $23.9M | ||
| Q3 25 | $106.8M | $19.4M | ||
| Q2 25 | $88.0M | $41.9M | ||
| Q1 25 | $73.5M | $29.8M | ||
| Q4 24 | $103.3M | $46.2M | ||
| Q3 24 | $136.3M | $50.0M | ||
| Q2 24 | $98.6M | $52.6M |
毛利率
EPAM
LSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 34.6% | — | ||
| Q2 24 | 29.3% | — |
营业利润率
EPAM
LSTR
| Q1 26 | 8.3% | 4.5% | ||
| Q4 25 | 10.6% | 2.5% | ||
| Q3 25 | 10.4% | 2.2% | ||
| Q2 25 | 9.3% | 4.6% | ||
| Q1 25 | 7.6% | 3.4% | ||
| Q4 24 | 10.9% | 4.8% | ||
| Q3 24 | 15.2% | 5.2% | ||
| Q2 24 | 10.5% | 5.6% |
净利率
EPAM
LSTR
| Q1 26 | 5.9% | 3.4% | ||
| Q4 25 | 7.8% | 2.0% | ||
| Q3 25 | 7.7% | 1.6% | ||
| Q2 25 | 6.5% | 3.5% | ||
| Q1 25 | 5.6% | 2.6% | ||
| Q4 24 | 8.3% | 3.8% | ||
| Q3 24 | 11.7% | 4.1% | ||
| Q2 24 | 8.6% | 4.3% |
每股收益(稀释后)
EPAM
LSTR
| Q1 26 | $1.52 | $1.16 | ||
| Q4 25 | $1.97 | $0.70 | ||
| Q3 25 | $1.91 | $0.56 | ||
| Q2 25 | $1.56 | $1.20 | ||
| Q1 25 | $1.28 | $0.85 | ||
| Q4 24 | $1.80 | $1.30 | ||
| Q3 24 | $2.37 | $1.41 | ||
| Q2 24 | $1.70 | $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 | $1.0B | $411.0M |
| 总债务越低越好 | $165.0M | $26.1M |
| 股东权益账面价值 | $3.4B | $799.0M |
| 总资产 | $4.7B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.03× |
8季度趋势,按日历期对齐
现金及短期投资
EPAM
LSTR
| Q1 26 | $1.0B | $411.0M | ||
| Q4 25 | $1.3B | $452.2M | ||
| Q3 25 | $1.2B | $434.4M | ||
| Q2 25 | $1.0B | $426.2M | ||
| Q1 25 | $1.2B | $473.4M | ||
| Q4 24 | $1.3B | $566.6M | ||
| Q3 24 | $2.1B | $531.3M | ||
| Q2 24 | $1.8B | $504.0M |
总债务
EPAM
LSTR
| Q1 26 | $165.0M | $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
EPAM
LSTR
| Q1 26 | $3.4B | $799.0M | ||
| Q4 25 | $3.7B | $795.7M | ||
| Q3 25 | $3.7B | $888.7M | ||
| Q2 25 | $3.7B | $921.8M | ||
| Q1 25 | $3.6B | $930.8M | ||
| Q4 24 | $3.6B | $972.4M | ||
| Q3 24 | $3.6B | $1.0B | ||
| Q2 24 | $3.4B | $1.0B |
总资产
EPAM
LSTR
| Q1 26 | $4.7B | $1.6B | ||
| Q4 25 | $4.9B | $1.6B | ||
| Q3 25 | $4.8B | $1.7B | ||
| Q2 25 | $4.7B | $1.7B | ||
| Q1 25 | $4.7B | $1.7B | ||
| Q4 24 | $4.8B | $1.8B | ||
| Q3 24 | $4.5B | $1.8B | ||
| Q2 24 | $4.2B | $1.8B |
负债/权益比
EPAM
LSTR
| Q1 26 | 0.05× | 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图