vs
LANDSTAR SYSTEM INC（LSTR）与Cloudflare, Inc.（NET）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Cloudflare, Inc.的1.9倍（$1.2B vs $614.5M），LANDSTAR SYSTEM INC净利率更高（3.4% vs -2.0%，领先5.3%），Cloudflare, Inc.同比增速更快（33.6% vs 1.6%），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% vs -2.2%）
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。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
LSTR vs NET — 直观对比
营收规模更大
LSTR
是对方的1.9倍
$614.5M
营收增速更快
NET
高出32.0%
1.6%
净利率更高
LSTR
高出5.3%
-2.0%
两年增速更快
NET
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $614.5M |
| 净利润 | $39.4M | $-12.1M |
| 毛利率 | 9.6% | 73.6% |
| 营业利润率 | 4.5% | -8.0% |
| 净利率 | 3.4% | -2.0% |
| 营收同比 | 1.6% | 33.6% |
| 净利润同比 | 32.3% | 6.0% |
| 每股收益（稀释后） | $1.16 | $-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LSTRNET
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $614.5M | ||
| Q3 25 | $1.2B | $562.0M | ||
| Q2 25 | $1.2B | $512.3M | ||
| Q1 25 | $1.2B | $479.1M | ||
| Q4 24 | $1.2B | $459.9M | ||
| Q3 24 | $1.2B | $430.1M | ||
| Q2 24 | $1.2B | $401.0M |
净利润LSTRNET
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $-12.1M | ||
| Q3 25 | $19.4M | $-1.3M | ||
| Q2 25 | $41.9M | $-50.4M | ||
| Q1 25 | $29.8M | $-38.5M | ||
| Q4 24 | $46.2M | $-12.8M | ||
| Q3 24 | $50.0M | $-15.3M | ||
| Q2 24 | $52.6M | $-15.1M |
毛利率LSTRNET
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 73.6% | ||
| Q3 25 | — | 74.0% | ||
| Q2 25 | — | 74.9% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
营业利润率LSTRNET
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | -8.0% | ||
| Q3 25 | 2.2% | -6.7% | ||
| Q2 25 | 4.6% | -13.1% | ||
| Q1 25 | 3.4% | -11.1% | ||
| Q4 24 | 4.8% | -7.5% | ||
| Q3 24 | 5.2% | -7.2% | ||
| Q2 24 | 5.6% | -8.7% |
净利率LSTRNET
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | -2.0% | ||
| Q3 25 | 1.6% | -0.2% | ||
| Q2 25 | 3.5% | -9.8% | ||
| Q1 25 | 2.6% | -8.0% | ||
| Q4 24 | 3.8% | -2.8% | ||
| Q3 24 | 4.1% | -3.6% | ||
| Q2 24 | 4.3% | -3.8% |
每股收益（稀释后）LSTRNET
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $-0.03 | ||
| Q3 25 | $0.56 | $0.00 | ||
| Q2 25 | $1.20 | $-0.15 | ||
| Q1 25 | $0.85 | $-0.11 | ||
| Q4 24 | $1.30 | $-0.05 | ||
| Q3 24 | $1.41 | $-0.04 | ||
| Q2 24 | $1.48 | $-0.04 |
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 | $411.0M | $943.5M |
| 总债务越低越好 | $26.1M | — |
| 股东权益账面价值 | $799.0M | $1.5B |
| 总资产 | $1.6B | $6.0B |
| 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LSTRNET
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $943.5M | ||
| Q3 25 | $434.4M | $1.1B | ||
| Q2 25 | $426.2M | $1.5B | ||
| Q1 25 | $473.4M | $204.5M | ||
| Q4 24 | $566.6M | $147.7M | ||
| Q3 24 | $531.3M | $182.9M | ||
| Q2 24 | $504.0M | $157.0M |
总债务LSTRNET
| 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LSTRNET
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $1.5B | ||
| Q3 25 | $888.7M | $1.3B | ||
| Q2 25 | $921.8M | $1.2B | ||
| Q1 25 | $930.8M | $1.4B | ||
| Q4 24 | $972.4M | $1.0B | ||
| Q3 24 | $1.0B | $973.1M | ||
| Q2 24 | $1.0B | $881.5M |
总资产LSTRNET
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $6.0B | ||
| Q3 25 | $1.7B | $5.8B | ||
| Q2 25 | $1.7B | $5.6B | ||
| Q1 25 | $1.7B | $3.7B | ||
| Q4 24 | $1.8B | $3.3B | ||
| Q3 24 | $1.8B | $3.1B | ||
| Q2 24 | $1.8B | $2.9B |
负债/权益比LSTRNET
| 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 | — | $190.4M |
| 自由现金流经营现金流 - 资本支出 | — | $105.2M |
| 自由现金流率自由现金流/营收 | — | 17.1% |
| 资本支出强度资本支出/营收 | — | 13.9% |
| 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 | — | $287.5M |
8季度趋势，按日历期对齐
经营现金流LSTRNET
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $190.4M | ||
| Q3 25 | $89.3M | $167.1M | ||
| Q2 25 | $7.1M | $99.8M | ||
| Q1 25 | $55.7M | $145.8M | ||
| Q4 24 | $61.1M | $127.3M | ||
| Q3 24 | $83.1M | $104.7M | ||
| Q2 24 | $48.1M | $74.8M |
自由现金流LSTRNET
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $105.2M | ||
| Q3 25 | $86.0M | $82.5M | ||
| Q2 25 | $4.7M | $39.9M | ||
| Q1 25 | $53.8M | $59.9M | ||
| Q4 24 | $54.4M | $54.2M | ||
| Q3 24 | $75.6M | $54.5M | ||
| Q2 24 | $40.6M | $45.2M |
自由现金流率LSTRNET
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 17.1% | ||
| Q3 25 | 7.1% | 14.7% | ||
| Q2 25 | 0.4% | 7.8% | ||
| Q1 25 | 4.7% | 12.5% | ||
| Q4 24 | 4.5% | 11.8% | ||
| Q3 24 | 6.2% | 12.7% | ||
| Q2 24 | 3.3% | 11.3% |
资本支出强度LSTRNET
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 13.9% | ||
| Q3 25 | 0.3% | 15.1% | ||
| Q2 25 | 0.2% | 11.7% | ||
| Q1 25 | 0.2% | 17.9% | ||
| Q4 24 | 0.6% | 15.9% | ||
| Q3 24 | 0.6% | 11.7% | ||
| Q2 24 | 0.6% | 7.4% |
现金转化率LSTRNET
| 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
LSTR
暂无分部数据
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
