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Fabrinet（FN）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Fabrinet的1.0倍（$1.2B vs $1.1B），Fabrinet净利率更高（9.9% vs 3.4%，领先6.6%），Fabrinet同比增速更快（35.9% vs 1.6%），过去两年Fabrinet的营收复合增速更高（24.4% vs -2.2%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
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。
FN vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.0倍
$1.1B
营收增速更快
FN
高出34.3%
1.6%
净利率更高
FN
高出6.6%
3.4%
两年增速更快
FN
近两年复合增速
-2.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $112.6M | $39.4M |
| 毛利率 | 12.2% | 9.6% |
| 营业利润率 | 10.1% | 4.5% |
| 净利率 | 9.9% | 3.4% |
| 营收同比 | 35.9% | 1.6% |
| 净利润同比 | 30.0% | 32.3% |
| 每股收益（稀释后） | $3.11 | $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FNLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $978.1M | $1.2B | ||
| Q2 25 | $909.7M | $1.2B | ||
| Q1 25 | $871.8M | $1.2B | ||
| Q4 24 | $833.6M | $1.2B | ||
| Q3 24 | $804.2M | $1.2B | ||
| Q2 24 | $753.3M | $1.2B |
净利润FNLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $112.6M | $23.9M | ||
| Q3 25 | $95.9M | $19.4M | ||
| Q2 25 | $87.2M | $41.9M | ||
| Q1 25 | $81.3M | $29.8M | ||
| Q4 24 | $86.6M | $46.2M | ||
| Q3 24 | $77.4M | $50.0M | ||
| Q2 24 | $81.1M | $52.6M |
毛利率FNLSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — |
营业利润率FNLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 10.1% | 2.5% | ||
| Q3 25 | 9.6% | 2.2% | ||
| Q2 25 | 9.8% | 4.6% | ||
| Q1 25 | 9.0% | 3.4% | ||
| Q4 24 | 9.5% | 4.8% | ||
| Q3 24 | 9.6% | 5.2% | ||
| Q2 24 | 9.7% | 5.6% |
净利率FNLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 9.9% | 2.0% | ||
| Q3 25 | 9.8% | 1.6% | ||
| Q2 25 | 9.6% | 3.5% | ||
| Q1 25 | 9.3% | 2.6% | ||
| Q4 24 | 10.4% | 3.8% | ||
| Q3 24 | 9.6% | 4.1% | ||
| Q2 24 | 10.8% | 4.3% |
每股收益（稀释后）FNLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $3.11 | $0.70 | ||
| Q3 25 | $2.66 | $0.56 | ||
| Q2 25 | $2.41 | $1.20 | ||
| Q1 25 | $2.25 | $0.85 | ||
| Q4 24 | $2.38 | $1.30 | ||
| Q3 24 | $2.13 | $1.41 | ||
| Q2 24 | $2.22 | $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 | $960.8M | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $2.2B | $799.0M |
| 总资产 | $3.3B | $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FNLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $960.8M | $452.2M | ||
| Q3 25 | $968.8M | $434.4M | ||
| Q2 25 | $934.2M | $426.2M | ||
| Q1 25 | $950.7M | $473.4M | ||
| Q4 24 | $934.6M | $566.6M | ||
| Q3 24 | $908.9M | $531.3M | ||
| Q2 24 | $858.6M | $504.0M |
总债务FNLSTR
| 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FNLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $2.2B | $795.7M | ||
| Q3 25 | $2.1B | $888.7M | ||
| Q2 25 | $2.0B | $921.8M | ||
| Q1 25 | $1.9B | $930.8M | ||
| Q4 24 | $1.8B | $972.4M | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.7B | $1.0B |
总资产FNLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.3B | $1.6B | ||
| Q3 25 | $3.0B | $1.7B | ||
| Q2 25 | $2.8B | $1.7B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.3B | $1.8B |
负债/权益比FNLSTR
| 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 | $46.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 0.41× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | — |
8季度趋势，按日历期对齐
经营现金流FNLSTR
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $72.7M | ||
| Q3 25 | $102.6M | $89.3M | ||
| Q2 25 | $55.1M | $7.1M | ||
| Q1 25 | $74.2M | $55.7M | ||
| Q4 24 | $115.9M | $61.1M | ||
| Q3 24 | $83.2M | $83.1M | ||
| Q2 24 | $83.1M | $48.1M |
自由现金流FNLSTR
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $70.5M | ||
| Q3 25 | $57.3M | $86.0M | ||
| Q2 25 | $4.7M | $4.7M | ||
| Q1 25 | $45.7M | $53.8M | ||
| Q4 24 | $94.0M | $54.4M | ||
| Q3 24 | $62.9M | $75.6M | ||
| Q2 24 | $70.4M | $40.6M |
自由现金流率FNLSTR
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 6.0% | ||
| Q3 25 | 5.9% | 7.1% | ||
| Q2 25 | 0.5% | 0.4% | ||
| Q1 25 | 5.2% | 4.7% | ||
| Q4 24 | 11.3% | 4.5% | ||
| Q3 24 | 7.8% | 6.2% | ||
| Q2 24 | 9.3% | 3.3% |
资本支出强度FNLSTR
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 0.2% | ||
| Q3 25 | 4.6% | 0.3% | ||
| Q2 25 | 5.5% | 0.2% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 2.6% | 0.6% | ||
| Q3 24 | 2.5% | 0.6% | ||
| Q2 24 | 1.7% | 0.6% |
现金转化率FNLSTR
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 3.04× | ||
| Q3 25 | 1.07× | 4.61× | ||
| Q2 25 | 0.63× | 0.17× | ||
| Q1 25 | 0.91× | 1.87× | ||
| Q4 24 | 1.34× | 1.32× | ||
| Q3 24 | 1.07× | 1.66× | ||
| Q2 24 | 1.02× | 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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
LSTR
暂无分部数据
