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Liberty Energy Inc.(LBRT)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Liberty Energy Inc.的1.1倍($1.2B vs $1.0B),LANDSTAR SYSTEM INC净利率更高(3.4% vs 2.2%,领先1.2%),Liberty Energy Inc.同比增速更快(4.5% vs 1.6%),过去两年LANDSTAR SYSTEM INC的营收复合增速更高(-2.2% vs -6.2%)
Liberty Energy Inc.是北美领先的能源服务供应商,专注为油气运营企业提供水力压裂及完井解决方案,服务覆盖美国主要页岩产区,供应低排放作业设备及定制化支持,帮助提升油气井生产效率。
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。
LBRT vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.1倍
$1.0B
营收增速更快
LBRT
高出2.8%
1.6%
净利率更高
LSTR
高出1.2%
2.2%
两年增速更快
LSTR
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.2B |
| 净利润 | $22.6M | $39.4M |
| 毛利率 | — | 9.6% |
| 营业利润率 | 2.2% | 4.5% |
| 净利率 | 2.2% | 3.4% |
| 营收同比 | 4.5% | 1.6% |
| 净利润同比 | — | 32.3% |
| 每股收益(稀释后) | $0.14 | $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
LBRT
LSTR
| Q1 26 | $1.0B | $1.2B | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $947.4M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $977.5M | $1.2B | ||
| Q4 24 | $943.6M | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
净利润
LBRT
LSTR
| Q1 26 | $22.6M | $39.4M | ||
| Q4 25 | $13.7M | $23.9M | ||
| Q3 25 | $43.1M | $19.4M | ||
| Q2 25 | $71.0M | $41.9M | ||
| Q1 25 | $20.1M | $29.8M | ||
| Q4 24 | $51.9M | $46.2M | ||
| Q3 24 | $73.8M | $50.0M | ||
| Q2 24 | $108.4M | $52.6M |
毛利率
LBRT
LSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | 20.6% | — | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 22.1% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 26.2% | — | ||
| Q2 24 | 27.9% | — |
营业利润率
LBRT
LSTR
| Q1 26 | 2.2% | 4.5% | ||
| Q4 25 | 1.9% | 2.5% | ||
| Q3 25 | -0.3% | 2.2% | ||
| Q2 25 | 3.6% | 4.6% | ||
| Q1 25 | 1.9% | 3.4% | ||
| Q4 24 | 2.6% | 4.8% | ||
| Q3 24 | 9.4% | 5.2% | ||
| Q2 24 | 12.2% | 5.6% |
净利率
LBRT
LSTR
| Q1 26 | 2.2% | 3.4% | ||
| Q4 25 | 1.3% | 2.0% | ||
| Q3 25 | 4.5% | 1.6% | ||
| Q2 25 | 6.8% | 3.5% | ||
| Q1 25 | 2.1% | 2.6% | ||
| Q4 24 | 5.5% | 3.8% | ||
| Q3 24 | 6.5% | 4.1% | ||
| Q2 24 | 9.3% | 4.3% |
每股收益(稀释后)
LBRT
LSTR
| Q1 26 | $0.14 | $1.16 | ||
| Q4 25 | $0.08 | $0.70 | ||
| Q3 25 | $0.26 | $0.56 | ||
| Q2 25 | $0.43 | $1.20 | ||
| Q1 25 | $0.12 | $0.85 | ||
| Q4 24 | $0.31 | $1.30 | ||
| Q3 24 | $0.44 | $1.41 | ||
| Q2 24 | $0.64 | $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 | $699.1M | $411.0M |
| 总债务越低越好 | $7.1M | $26.1M |
| 股东权益账面价值 | $1.9B | $799.0M |
| 总资产 | $4.4B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.03× |
8季度趋势,按日历期对齐
现金及短期投资
LBRT
LSTR
| Q1 26 | $699.1M | $411.0M | ||
| Q4 25 | $27.6M | $452.2M | ||
| Q3 25 | $13.5M | $434.4M | ||
| Q2 25 | $19.6M | $426.2M | ||
| Q1 25 | $24.1M | $473.4M | ||
| Q4 24 | $20.0M | $566.6M | ||
| Q3 24 | $23.0M | $531.3M | ||
| Q2 24 | $30.0M | $504.0M |
总债务
LBRT
LSTR
| Q1 26 | $7.1M | $26.1M | ||
| Q4 25 | $246.6M | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $190.5M | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益
LBRT
LSTR
| Q1 26 | $1.9B | $799.0M | ||
| Q4 25 | $2.1B | $795.7M | ||
| Q3 25 | $2.1B | $888.7M | ||
| Q2 25 | $2.0B | $921.8M | ||
| Q1 25 | $2.0B | $930.8M | ||
| Q4 24 | $2.0B | $972.4M | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.9B | $1.0B |
总资产
LBRT
LSTR
| Q1 26 | $4.4B | $1.6B | ||
| Q4 25 | $3.6B | $1.6B | ||
| Q3 25 | $3.5B | $1.7B | ||
| Q2 25 | $3.4B | $1.7B | ||
| Q1 25 | $3.4B | $1.7B | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.2B | $1.8B |
负债/权益比
LBRT
LSTR
| Q1 26 | 0.00× | 0.03× | ||
| Q4 25 | 0.12× | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 0.10× | 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