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EXACT SCIENCES CORP（EXAS）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EXACT SCIENCES CORP的1.3倍（$1.2B vs $878.4M），LANDSTAR SYSTEM INC净利率更高（3.4% vs -9.8%，领先13.2%），EXACT SCIENCES CORP同比增速更快（23.1% vs 1.6%），过去两年EXACT SCIENCES CORP的营收复合增速更高（17.4% vs -2.2%）
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
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。
EXAS vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.3倍
$878.4M
营收增速更快
EXAS
高出21.5%
1.6%
净利率更高
LSTR
高出13.2%
-9.8%
两年增速更快
EXAS
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $878.4M | $1.2B |
| 净利润 | $-86.0M | $39.4M |
| 毛利率 | 70.1% | 9.6% |
| 营业利润率 | -9.4% | 4.5% |
| 净利率 | -9.8% | 3.4% |
| 营收同比 | 23.1% | 1.6% |
| 净利润同比 | 90.1% | 32.3% |
| 每股收益（稀释后） | $-0.45 | $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EXASLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $878.4M | $1.2B | ||
| Q3 25 | $850.7M | $1.2B | ||
| Q2 25 | $811.1M | $1.2B | ||
| Q1 25 | $706.8M | $1.2B | ||
| Q4 24 | $713.4M | $1.2B | ||
| Q3 24 | $708.7M | $1.2B | ||
| Q2 24 | $699.3M | $1.2B |
净利润EXASLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $-86.0M | $23.9M | ||
| Q3 25 | $-19.6M | $19.4M | ||
| Q2 25 | $-1.2M | $41.9M | ||
| Q1 25 | $-101.2M | $29.8M | ||
| Q4 24 | $-864.6M | $46.2M | ||
| Q3 24 | $-38.2M | $50.0M | ||
| Q2 24 | $-15.8M | $52.6M |
毛利率EXASLSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | 70.1% | — | ||
| Q3 25 | 68.6% | — | ||
| Q2 25 | 69.3% | — | ||
| Q1 25 | 70.8% | — | ||
| Q4 24 | 69.0% | — | ||
| Q3 24 | 69.4% | — | ||
| Q2 24 | 69.8% | — |
营业利润率EXASLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | -9.4% | 2.5% | ||
| Q3 25 | -3.0% | 2.2% | ||
| Q2 25 | -0.3% | 4.6% | ||
| Q1 25 | -13.6% | 3.4% | ||
| Q4 24 | -122.8% | 4.8% | ||
| Q3 24 | -5.6% | 5.2% | ||
| Q2 24 | -3.8% | 5.6% |
净利率EXASLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | -9.8% | 2.0% | ||
| Q3 25 | -2.3% | 1.6% | ||
| Q2 25 | -0.1% | 3.5% | ||
| Q1 25 | -14.3% | 2.6% | ||
| Q4 24 | -121.2% | 3.8% | ||
| Q3 24 | -5.4% | 4.1% | ||
| Q2 24 | -2.3% | 4.3% |
每股收益（稀释后）EXASLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $-0.45 | $0.70 | ||
| Q3 25 | $-0.10 | $0.56 | ||
| Q2 25 | $-0.01 | $1.20 | ||
| Q1 25 | $-0.54 | $0.85 | ||
| Q4 24 | $-4.69 | $1.30 | ||
| Q3 24 | $-0.21 | $1.41 | ||
| Q2 24 | $-0.09 | $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 | $964.7M | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $2.4B | $799.0M |
| 总资产 | $5.9B | $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EXASLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $964.7M | $452.2M | ||
| Q3 25 | $1.0B | $434.4M | ||
| Q2 25 | $858.4M | $426.2M | ||
| Q1 25 | $786.2M | $473.4M | ||
| Q4 24 | $1.0B | $566.6M | ||
| Q3 24 | $1.0B | $531.3M | ||
| Q2 24 | $946.8M | $504.0M |
总债务EXASLSTR
| 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EXASLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $2.4B | $795.7M | ||
| Q3 25 | $2.5B | $888.7M | ||
| Q2 25 | $2.5B | $921.8M | ||
| Q1 25 | $2.4B | $930.8M | ||
| Q4 24 | $2.4B | $972.4M | ||
| Q3 24 | $3.2B | $1.0B | ||
| Q2 24 | $3.2B | $1.0B |
总资产EXASLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $5.9B | $1.6B | ||
| Q3 25 | $5.9B | $1.7B | ||
| Q2 25 | $5.8B | $1.7B | ||
| Q1 25 | $5.7B | $1.7B | ||
| Q4 24 | $5.9B | $1.8B | ||
| Q3 24 | $6.7B | $1.8B | ||
| Q2 24 | $6.7B | $1.8B |
负债/权益比EXASLSTR
| 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 | $151.7M | — |
| 自由现金流经营现金流 - 资本支出 | $120.4M | — |
| 自由现金流率自由现金流/营收 | 13.7% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $356.8M | — |
8季度趋势，按日历期对齐
经营现金流EXASLSTR
| Q1 26 | — | — | ||
| Q4 25 | $151.7M | $72.7M | ||
| Q3 25 | $219.9M | $89.3M | ||
| Q2 25 | $89.0M | $7.1M | ||
| Q1 25 | $30.8M | $55.7M | ||
| Q4 24 | $47.1M | $61.1M | ||
| Q3 24 | $138.7M | $83.1M | ||
| Q2 24 | $107.1M | $48.1M |
自由现金流EXASLSTR
| Q1 26 | — | — | ||
| Q4 25 | $120.4M | $70.5M | ||
| Q3 25 | $190.0M | $86.0M | ||
| Q2 25 | $46.7M | $4.7M | ||
| Q1 25 | $-365.0K | $53.8M | ||
| Q4 24 | $10.7M | $54.4M | ||
| Q3 24 | $112.6M | $75.6M | ||
| Q2 24 | $71.2M | $40.6M |
自由现金流率EXASLSTR
| Q1 26 | — | — | ||
| Q4 25 | 13.7% | 6.0% | ||
| Q3 25 | 22.3% | 7.1% | ||
| Q2 25 | 5.8% | 0.4% | ||
| Q1 25 | -0.1% | 4.7% | ||
| Q4 24 | 1.5% | 4.5% | ||
| Q3 24 | 15.9% | 6.2% | ||
| Q2 24 | 10.2% | 3.3% |
资本支出强度EXASLSTR
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 0.2% | ||
| Q3 25 | 3.5% | 0.3% | ||
| Q2 25 | 5.2% | 0.2% | ||
| Q1 25 | 4.4% | 0.2% | ||
| Q4 24 | 5.1% | 0.6% | ||
| Q3 24 | 3.7% | 0.6% | ||
| Q2 24 | 5.1% | 0.6% |
现金转化率EXASLSTR
| Q1 26 | — | — | ||
| Q4 25 | — | 3.04× | ||
| Q3 25 | — | 4.61× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 1.87× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 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
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
LSTR
暂无分部数据
