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LANDSTAR SYSTEM INC（LSTR）与NEWELL BRANDS INC.（NWL）财务数据对比。点击上方公司名可切换其他公司
NEWELL BRANDS 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（3.4% vs -16.6%，领先20.0%），LANDSTAR SYSTEM INC同比增速更快（1.6% vs -2.7%），过去两年NEWELL BRANDS INC.的营收复合增速更高（7.1% 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。
纽威品牌公司（Newell Brands）是美国知名消费品与商用产品集团，旗下拥有多个广受欢迎的品牌，涵盖乐柏美（Rubbermaid）收纳及废弃物处理容器、家居收纳与可重复使用容器，Contigo、Bubba运动水杯，Coleman户外用品，文具胶水、儿童用品、炊具、小家电以及香氛产品等多元品类，覆盖日常生活多场景需求。
LSTR vs NWL — 直观对比
营收规模更大
NWL
是对方的1.6倍
$1.2B
营收增速更快
LSTR
高出4.3%
-2.7%
净利率更高
LSTR
高出20.0%
-16.6%
两年增速更快
NWL
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $39.4M | $-315.0M |
| 毛利率 | 9.6% | 33.1% |
| 营业利润率 | 4.5% | -14.3% |
| 净利率 | 3.4% | -16.6% |
| 营收同比 | 1.6% | -2.7% |
| 净利润同比 | 32.3% | -483.3% |
| 每股收益（稀释后） | $1.16 | $-0.75 |
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LSTRNWL
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.2B | $2.0B |
净利润LSTRNWL
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $-315.0M | ||
| Q3 25 | $19.4M | $21.0M | ||
| Q2 25 | $41.9M | $46.0M | ||
| Q1 25 | $29.8M | $-37.0M | ||
| Q4 24 | $46.2M | $-54.0M | ||
| Q3 24 | $50.0M | $-198.0M | ||
| Q2 24 | $52.6M | $45.0M |
毛利率LSTRNWL
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 33.1% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 35.4% | ||
| Q1 25 | — | 32.1% | ||
| Q4 24 | — | 34.2% | ||
| Q3 24 | — | 34.9% | ||
| Q2 24 | — | 34.4% |
营业利润率LSTRNWL
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | -14.3% | ||
| Q3 25 | 2.2% | 6.6% | ||
| Q2 25 | 4.6% | 8.8% | ||
| Q1 25 | 3.4% | 1.3% | ||
| Q4 24 | 4.8% | 0.5% | ||
| Q3 24 | 5.2% | -6.2% | ||
| Q2 24 | 5.6% | 8.0% |
净利率LSTRNWL
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | -16.6% | ||
| Q3 25 | 1.6% | 1.2% | ||
| Q2 25 | 3.5% | 2.4% | ||
| Q1 25 | 2.6% | -2.4% | ||
| Q4 24 | 3.8% | -2.8% | ||
| Q3 24 | 4.1% | -10.2% | ||
| Q2 24 | 4.3% | 2.2% |
每股收益（稀释后）LSTRNWL
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $-0.75 | ||
| Q3 25 | $0.56 | $0.05 | ||
| Q2 25 | $1.20 | $0.11 | ||
| Q1 25 | $0.85 | $-0.09 | ||
| Q4 24 | $1.30 | $-0.13 | ||
| Q3 24 | $1.41 | $-0.48 | ||
| Q2 24 | $1.48 | $0.11 |
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 | $203.0M |
| 总债务越低越好 | $26.1M | — |
| 股东权益账面价值 | $799.0M | $2.4B |
| 总资产 | $1.6B | $10.7B |
| 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LSTRNWL
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $203.0M | ||
| Q3 25 | $434.4M | $229.0M | ||
| Q2 25 | $426.2M | $219.0M | ||
| Q1 25 | $473.4M | $233.0M | ||
| Q4 24 | $566.6M | $198.0M | ||
| Q3 24 | $531.3M | $494.0M | ||
| Q2 24 | $504.0M | $382.0M |
总债务LSTRNWL
| 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LSTRNWL
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $2.4B | ||
| Q3 25 | $888.7M | $2.7B | ||
| Q2 25 | $921.8M | $2.7B | ||
| Q1 25 | $930.8M | $2.7B | ||
| Q4 24 | $972.4M | $2.8B | ||
| Q3 24 | $1.0B | $2.9B | ||
| Q2 24 | $1.0B | $3.1B |
总资产LSTRNWL
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $10.7B | ||
| Q3 25 | $1.7B | $11.3B | ||
| Q2 25 | $1.7B | $11.5B | ||
| Q1 25 | $1.7B | $11.3B | ||
| Q4 24 | $1.8B | $11.0B | ||
| Q3 24 | $1.8B | $11.8B | ||
| Q2 24 | $1.8B | $12.0B |
负债/权益比LSTRNWL
| 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 | — | $161.0M |
| 自由现金流经营现金流 - 资本支出 | — | $91.0M |
| 自由现金流率自由现金流/营收 | — | 4.8% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 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 | — | $17.0M |
8季度趋势，按日历期对齐
经营现金流LSTRNWL
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $161.0M | ||
| Q3 25 | $89.3M | $374.0M | ||
| Q2 25 | $7.1M | $-58.0M | ||
| Q1 25 | $55.7M | $-213.0M | ||
| Q4 24 | $61.1M | $150.0M | ||
| Q3 24 | $83.1M | $282.0M | ||
| Q2 24 | $48.1M | $32.0M |
自由现金流LSTRNWL
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $91.0M | ||
| Q3 25 | $86.0M | $315.0M | ||
| Q2 25 | $4.7M | $-117.0M | ||
| Q1 25 | $53.8M | $-272.0M | ||
| Q4 24 | $54.4M | $54.0M | ||
| Q3 24 | $75.6M | $231.0M | ||
| Q2 24 | $40.6M | $-21.0M |
自由现金流率LSTRNWL
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 4.8% | ||
| Q3 25 | 7.1% | 17.4% | ||
| Q2 25 | 0.4% | -6.0% | ||
| Q1 25 | 4.7% | -17.4% | ||
| Q4 24 | 4.5% | 2.8% | ||
| Q3 24 | 6.2% | 11.9% | ||
| Q2 24 | 3.3% | -1.0% |
资本支出强度LSTRNWL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.7% | ||
| Q3 25 | 0.3% | 3.3% | ||
| Q2 25 | 0.2% | 3.0% | ||
| Q1 25 | 0.2% | 3.8% | ||
| Q4 24 | 0.6% | 4.9% | ||
| Q3 24 | 0.6% | 2.6% | ||
| Q2 24 | 0.6% | 2.6% |
现金转化率LSTRNWL
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | — | ||
| Q3 25 | 4.61× | 17.81× | ||
| Q2 25 | 0.17× | -1.26× | ||
| Q1 25 | 1.87× | — | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 1.66× | — | ||
| Q2 24 | 0.91× | 0.71× |
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
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |
