vs
LandBridge Co LLC（LB）与ZIPRECRUITER, INC.（ZIP）财务数据对比。点击上方公司名可切换其他公司
ZIPRECRUITER, INC.的季度营收约是LandBridge Co LLC的2.2倍（$111.7M vs $51.0M），LandBridge Co LLC净利率更高（35.0% vs -0.7%，领先35.8%），LandBridge Co LLC同比增速更快（16.0% vs 0.6%），LandBridge Co LLC自由现金流更多（$40.9M vs $7.6M），过去两年LandBridge Co LLC的营收复合增速更高（40.2% vs -4.4%）
ZipRecruiter, Inc.是一家美国线上招聘平台企业，主打面向求职者与招聘方的求职招聘匹配服务，为双方提供高效对接的人才服务市场，帮助求职者快速找到适配岗位，也助力企业高效完成招聘需求。
LB vs ZIP — 直观对比
营收规模更大
ZIP
是对方的2.2倍
$51.0M
营收增速更快
LB
高出15.5%
0.6%
净利率更高
LB
高出35.8%
-0.7%
自由现金流更多
LB
多$33.3M
$7.6M
两年增速更快
LB
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $51.0M | $111.7M |
| 净利润 | $17.9M | $-835.0K |
| 毛利率 | — | 89.1% |
| 营业利润率 | 57.2% | 3.6% |
| 净利率 | 35.0% | -0.7% |
| 营收同比 | 16.0% | 0.6% |
| 净利润同比 | 15.6% | 92.3% |
| 每股收益（稀释后） | — | $-0.03 |
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LBZIP
| Q1 26 | $51.0M | — | ||
| Q4 25 | $56.8M | $111.7M | ||
| Q3 25 | $50.8M | $115.0M | ||
| Q2 25 | $47.5M | $112.2M | ||
| Q1 25 | $44.0M | $110.1M | ||
| Q4 24 | $36.5M | $111.0M | ||
| Q3 24 | $28.5M | $117.1M | ||
| Q2 24 | $26.0M | $123.7M |
净利润LBZIP
| Q1 26 | $17.9M | — | ||
| Q4 25 | $8.1M | $-835.0K | ||
| Q3 25 | $8.1M | $-9.8M | ||
| Q2 25 | $7.5M | $-9.5M | ||
| Q1 25 | $6.5M | $-12.8M | ||
| Q4 24 | $49.3M | $-10.8M | ||
| Q3 24 | $2.7M | $-2.6M | ||
| Q2 24 | $-57.7M | $7.0M |
毛利率LBZIP
| Q1 26 | — | — | ||
| Q4 25 | — | 89.1% | ||
| Q3 25 | — | 89.1% | ||
| Q2 25 | — | 89.3% | ||
| Q1 25 | — | 89.4% | ||
| Q4 24 | — | 89.6% | ||
| Q3 24 | — | 89.4% | ||
| Q2 24 | — | 89.5% |
营业利润率LBZIP
| Q1 26 | 57.2% | — | ||
| Q4 25 | 60.0% | 3.6% | ||
| Q3 25 | 60.8% | -4.4% | ||
| Q2 25 | 60.0% | -5.9% | ||
| Q1 25 | 57.0% | -10.6% | ||
| Q4 24 | 49.4% | -3.6% | ||
| Q3 24 | 11.2% | -2.8% | ||
| Q2 24 | -197.4% | 7.6% |
净利率LBZIP
| Q1 26 | 35.0% | — | ||
| Q4 25 | 14.2% | -0.7% | ||
| Q3 25 | 15.9% | -8.5% | ||
| Q2 25 | 15.8% | -8.5% | ||
| Q1 25 | 14.7% | -11.7% | ||
| Q4 24 | 135.2% | -9.7% | ||
| Q3 24 | 9.3% | -2.2% | ||
| Q2 24 | -222.1% | 5.7% |
每股收益（稀释后）LBZIP
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $-0.03 | ||
| Q3 25 | $0.26 | $-0.11 | ||
| Q2 25 | $0.24 | $-0.10 | ||
| Q1 25 | $0.20 | $-0.13 | ||
| Q4 24 | — | $-0.10 | ||
| Q3 24 | $-0.04 | $-0.03 | ||
| Q2 24 | — | $0.07 |
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 | $29.7M | $188.0M |
| 总债务越低越好 | $433.0K | — |
| 股东权益账面价值 | — | $-77.2M |
| 总资产 | $1.4B | $569.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LBZIP
| Q1 26 | $29.7M | — | ||
| Q4 25 | $30.7M | $188.0M | ||
| Q3 25 | $28.3M | $211.8M | ||
| Q2 25 | $20.3M | $203.5M | ||
| Q1 25 | $14.9M | $221.1M | ||
| Q4 24 | $37.0M | $218.4M | ||
| Q3 24 | $14.4M | $225.6M | ||
| Q2 24 | $24.6M | $271.7M |
总债务LBZIP
| Q1 26 | $433.0K | — | ||
| Q4 25 | $570.7M | — | ||
| Q3 25 | $366.1M | — | ||
| Q2 25 | $370.9M | — | ||
| Q1 25 | $375.5M | — | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $242.4M | — | ||
| Q2 24 | $360.8M | — |
股东权益LBZIP
| Q1 26 | — | — | ||
| Q4 25 | $340.3M | $-77.2M | ||
| Q3 25 | $272.0M | $-76.1M | ||
| Q2 25 | $266.4M | $-65.9M | ||
| Q1 25 | $217.0M | $-11.3M | ||
| Q4 24 | $211.8M | $13.4M | ||
| Q3 24 | $97.2M | $13.6M | ||
| Q2 24 | $296.4M | $24.4M |
总资产LBZIP
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $569.7M | ||
| Q3 25 | $1.1B | $573.6M | ||
| Q2 25 | $1.1B | $592.4M | ||
| Q1 25 | $1.0B | $629.4M | ||
| Q4 24 | $1.0B | $664.1M | ||
| Q3 24 | $689.9M | $652.0M | ||
| Q2 24 | $710.5M | $665.3M |
负债/权益比LBZIP
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.82× | — | ||
| Q3 24 | 2.49× | — | ||
| Q2 24 | 1.22× | — |
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 | $41.1M | $7.7M |
| 自由现金流经营现金流 - 资本支出 | $40.9M | $7.6M |
| 自由现金流率自由现金流/营收 | 80.3% | 6.8% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $232.8M | $9.9M |
8季度趋势，按日历期对齐
经营现金流LBZIP
| Q1 26 | $41.1M | — | ||
| Q4 25 | $126.3M | $7.7M | ||
| Q3 25 | $34.9M | $2.6M | ||
| Q2 25 | $37.3M | $10.5M | ||
| Q1 25 | $15.9M | $-9.9M | ||
| Q4 24 | $67.6M | $12.5M | ||
| Q3 24 | $7.5M | $9.3M | ||
| Q2 24 | $16.0M | $21.9M |
自由现金流LBZIP
| Q1 26 | $40.9M | — | ||
| Q4 25 | $122.0M | $7.6M | ||
| Q3 25 | $33.7M | $2.2M | ||
| Q2 25 | $36.1M | $10.2M | ||
| Q1 25 | $15.8M | $-10.2M | ||
| Q4 24 | $66.7M | $12.0M | ||
| Q3 24 | $7.1M | $9.2M | ||
| Q2 24 | $15.7M | $21.7M |
自由现金流率LBZIP
| Q1 26 | 80.3% | — | ||
| Q4 25 | 214.9% | 6.8% | ||
| Q3 25 | 66.3% | 1.9% | ||
| Q2 25 | 75.9% | 9.1% | ||
| Q1 25 | 36.0% | -9.3% | ||
| Q4 24 | 182.6% | 10.8% | ||
| Q3 24 | 25.1% | 7.8% | ||
| Q2 24 | 60.4% | 17.6% |
资本支出强度LBZIP
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 0.1% | ||
| Q3 25 | 2.3% | 0.3% | ||
| Q2 25 | 2.6% | 0.3% | ||
| Q1 25 | 0.2% | 0.3% | ||
| Q4 24 | 2.7% | 0.4% | ||
| Q3 24 | 1.1% | 0.2% | ||
| Q2 24 | 1.4% | 0.1% |
现金转化率LBZIP
| Q1 26 | 2.30× | — | ||
| Q4 25 | 15.68× | — | ||
| Q3 25 | 4.31× | — | ||
| Q2 25 | 4.98× | — | ||
| Q1 25 | 2.46× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 2.80× | — | ||
| Q2 24 | — | 3.12× |
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
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
