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Knight-Swift Transportation Holdings Inc.（KNX）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
Knight-Swift Transportation Holdings Inc.的季度营收约是LANDSTAR SYSTEM INC的1.6倍（$1.9B vs $1.2B）。LANDSTAR SYSTEM INC净利率更高（2.0% vs 0.0%，领先2.0%）。Knight-Swift Transportation Holdings Inc.同比增速更快（1.4% vs -2.9%）。LANDSTAR SYSTEM INC自由现金流更多（$70.5M vs $56.9M）。过去两年LANDSTAR SYSTEM INC的营收复合增速更高（0.1% vs 0.1%）
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
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。
KNX vs LSTR — 直观对比
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.2B |
| 净利润 | $96.0K | $23.9M |
| 毛利率 | — | — |
| 营业利润率 | 1.5% | 2.5% |
| 净利率 | 0.0% | 2.0% |
| 营收同比 | 1.4% | -2.9% |
| 净利润同比 | -76.6% | -48.2% |
| 每股收益（稀释后） | $-0.01 | $0.70 |
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
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $1.9B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $23.9M | ||
| Q3 25 | $7.9M | $19.4M | ||
| Q2 25 | $34.2M | $41.9M | ||
| Q1 25 | $30.6M | $29.8M | ||
| Q4 24 | $69.5M | $46.2M | ||
| Q3 24 | $30.5M | $50.0M | ||
| Q2 24 | $20.3M | $52.6M |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 2.5% | ||
| Q3 25 | 2.6% | 2.2% | ||
| Q2 25 | 3.9% | 4.6% | ||
| Q1 25 | 3.7% | 3.4% | ||
| Q4 24 | 4.2% | 4.8% | ||
| Q3 24 | 4.3% | 5.2% | ||
| Q2 24 | 3.4% | 5.6% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 2.0% | ||
| Q3 25 | 0.4% | 1.6% | ||
| Q2 25 | 1.8% | 3.5% | ||
| Q1 25 | 1.7% | 2.6% | ||
| Q4 24 | 3.7% | 3.8% | ||
| Q3 24 | 1.6% | 4.1% | ||
| Q2 24 | 1.1% | 4.3% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $0.70 | ||
| Q3 25 | $0.05 | $0.56 | ||
| Q2 25 | $0.21 | $1.20 | ||
| Q1 25 | $0.19 | $0.85 | ||
| Q4 24 | $0.43 | $1.30 | ||
| Q3 24 | $0.19 | $1.41 | ||
| Q2 24 | $0.13 | $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 | $222.8M | $452.2M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $7.1B | $795.7M |
| 总资产 | $11.9B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $452.2M | ||
| Q3 25 | $192.7M | $434.4M | ||
| Q2 25 | $216.3M | $426.2M | ||
| Q1 25 | $209.5M | $473.4M | ||
| Q4 24 | $218.3M | $566.6M | ||
| Q3 24 | $166.3M | $531.3M | ||
| Q2 24 | $186.5M | $504.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $0 | ||
| Q3 25 | $1.9B | $0 | ||
| Q2 25 | $1.8B | $0 | ||
| Q1 25 | $1.8B | $0 | ||
| Q4 24 | $1.8B | $0 | ||
| Q3 24 | $1.9B | $0 | ||
| Q2 24 | $1.6B | $0 |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $795.7M | ||
| Q3 25 | $7.1B | $888.7M | ||
| Q2 25 | $7.1B | $921.8M | ||
| Q1 25 | $7.1B | $930.8M | ||
| Q4 24 | $7.1B | $972.4M | ||
| Q3 24 | $7.1B | $1.0B | ||
| Q2 24 | $7.1B | $1.0B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $1.6B | ||
| Q3 25 | $12.6B | $1.7B | ||
| Q2 25 | $12.5B | $1.7B | ||
| Q1 25 | $12.6B | $1.7B | ||
| Q4 24 | $12.7B | $1.8B | ||
| Q3 24 | $12.8B | $1.8B | ||
| Q2 24 | $12.6B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 0.00× | ||
| Q3 25 | 0.26× | 0.00× | ||
| Q2 25 | 0.26× | 0.00× | ||
| Q1 25 | 0.26× | 0.00× | ||
| Q4 24 | 0.26× | 0.00× | ||
| Q3 24 | 0.26× | 0.00× | ||
| Q2 24 | 0.23× | 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 | $142.5M | $72.7M |
| 自由现金流经营现金流 - 资本支出 | $56.9M | $70.5M |
| 自由现金流率自由现金流/营收 | 3.1% | 6.0% |
| 资本支出强度资本支出/营收 | 4.6% | 0.2% |
| 现金转化率经营现金流/净利润 | 1484.79× | 3.04× |
| 过去12个月自由现金流最近4个季度 | — | $215.0M |
8季度趋势，按日历期对齐
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $72.7M | ||
| Q3 25 | $217.5M | $89.3M | ||
| Q2 25 | $216.5M | $7.1M | ||
| Q1 25 | $109.4M | $55.7M | ||
| Q4 24 | $274.3M | $61.1M | ||
| Q3 24 | $214.0M | $83.1M | ||
| Q2 24 | $273.4M | $48.1M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $70.5M | ||
| Q3 25 | — | $86.0M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | — | $54.4M | ||
| Q3 24 | — | $75.6M | ||
| Q2 24 | — | $40.6M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 6.0% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 3.3% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | 3.04× | ||
| Q3 25 | 27.67× | 4.61× | ||
| Q2 25 | 6.32× | 0.17× | ||
| Q1 25 | 3.57× | 1.87× | ||
| Q4 24 | 3.95× | 1.32× | ||
| Q3 24 | 7.03× | 1.66× | ||
| Q2 24 | 13.47× | 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
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
LSTR
| Transportation Logistics | $1.2B | 99% |
| Insurance | $14.6M | 1% |
