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LANDSTAR SYSTEM INC（LSTR）与通用电气医疗（OPCH）财务数据对比。点击上方公司名可切换其他公司
通用电气医疗的季度营收约是LANDSTAR SYSTEM INC的1.2倍（$1.4B vs $1.2B），通用电气医疗净利率更高（3.6% vs 3.4%，领先0.2%），通用电气医疗同比增速更快（12.2% vs 1.6%），过去两年通用电气医疗的营收复合增速更高（13.0% 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。
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，旗下设四大业务板块：医学影像（含分子成像、CT、磁共振、女性健康筛查及X线设备）、超声、患者护理解决方案（覆盖远程患者监测、麻醉呼吸护理、心脏病诊断、婴儿护理等）及制药相关业务。
LSTR vs OPCH — 直观对比
营收规模更大
OPCH
是对方的1.2倍
$1.2B
营收增速更快
OPCH
高出10.6%
1.6%
净利率更高
OPCH
高出0.2%
3.4%
两年增速更快
OPCH
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $39.4M | $51.8M |
| 毛利率 | 9.6% | 19.0% |
| 营业利润率 | 4.5% | 5.9% |
| 净利率 | 3.4% | 3.6% |
| 营收同比 | 1.6% | 12.2% |
| 净利润同比 | 32.3% | -3.8% |
| 每股收益（稀释后） | $1.16 | $0.32 |
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LSTROPCH
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.2B | $1.2B |
净利润LSTROPCH
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | — | ||
| Q3 25 | $19.4M | $51.8M | ||
| Q2 25 | $41.9M | $50.5M | ||
| Q1 25 | $29.8M | $46.7M | ||
| Q4 24 | $46.2M | $60.1M | ||
| Q3 24 | $50.0M | $53.9M | ||
| Q2 24 | $52.6M | $53.0M |
毛利率LSTROPCH
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | — | 19.0% | ||
| Q1 25 | — | 19.7% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 20.3% |
营业利润率LSTROPCH
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 2.2% | 5.9% | ||
| Q2 25 | 4.6% | 5.8% | ||
| Q1 25 | 3.4% | 5.9% | ||
| Q4 24 | 4.8% | 6.9% | ||
| Q3 24 | 5.2% | 6.7% | ||
| Q2 24 | 5.6% | 6.6% |
净利率LSTROPCH
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.6% | 3.6% | ||
| Q2 25 | 3.5% | 3.6% | ||
| Q1 25 | 2.6% | 3.5% | ||
| Q4 24 | 3.8% | 4.8% | ||
| Q3 24 | 4.1% | 4.2% | ||
| Q2 24 | 4.3% | 4.3% |
每股收益（稀释后）LSTROPCH
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | — | ||
| Q3 25 | $0.56 | $0.32 | ||
| Q2 25 | $1.20 | $0.31 | ||
| Q1 25 | $0.85 | $0.28 | ||
| Q4 24 | $1.30 | $0.36 | ||
| Q3 24 | $1.41 | $0.31 | ||
| Q2 24 | $1.48 | $0.30 |
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 | $309.8M |
| 总债务越低越好 | $26.1M | $1.2B |
| 股东权益账面价值 | $799.0M | $1.4B |
| 总资产 | $1.6B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.86× |
8季度趋势，按日历期对齐
现金及短期投资LSTROPCH
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | — | ||
| Q3 25 | $434.4M | $309.8M | ||
| Q2 25 | $426.2M | $198.8M | ||
| Q1 25 | $473.4M | $171.4M | ||
| Q4 24 | $566.6M | $412.6M | ||
| Q3 24 | $531.3M | $483.0M | ||
| Q2 24 | $504.0M | $376.9M |
总债务LSTROPCH
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | $1.2B | ||
| Q2 25 | $0 | $1.1B | ||
| Q1 25 | $0 | $1.1B | ||
| Q4 24 | $0 | $1.1B | ||
| Q3 24 | $0 | $1.1B | ||
| Q2 24 | $0 | $1.1B |
股东权益LSTROPCH
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | — | ||
| Q3 25 | $888.7M | $1.4B | ||
| Q2 25 | $921.8M | $1.4B | ||
| Q1 25 | $930.8M | $1.4B | ||
| Q4 24 | $972.4M | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B |
总资产LSTROPCH
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | $3.5B | ||
| Q2 25 | $1.7B | $3.4B | ||
| Q1 25 | $1.7B | $3.3B | ||
| Q4 24 | $1.8B | $3.4B | ||
| Q3 24 | $1.8B | $3.4B | ||
| Q2 24 | $1.8B | $3.3B |
负债/权益比LSTROPCH
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | 0.86× | ||
| Q2 25 | 0.00× | 0.82× | ||
| Q1 25 | 0.00× | 0.82× | ||
| Q4 24 | 0.00× | 0.79× | ||
| Q3 24 | 0.00× | 0.78× | ||
| Q2 24 | 0.00× | 0.79× |
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 | — | $139.4M |
| 自由现金流经营现金流 - 资本支出 | — | $130.2M |
| 自由现金流率自由现金流/营收 | — | 9.1% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.69× |
| 过去12个月自由现金流最近4个季度 | — | $220.7M |
8季度趋势，按日历期对齐
经营现金流LSTROPCH
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | — | ||
| Q3 25 | $89.3M | $139.4M | ||
| Q2 25 | $7.1M | $90.3M | ||
| Q1 25 | $55.7M | $-7.2M | ||
| Q4 24 | $61.1M | $36.1M | ||
| Q3 24 | $83.1M | $160.4M | ||
| Q2 24 | $48.1M | $195.7M |
自由现金流LSTROPCH
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | — | ||
| Q3 25 | $86.0M | $130.2M | ||
| Q2 25 | $4.7M | $81.2M | ||
| Q1 25 | $53.8M | $-16.6M | ||
| Q4 24 | $54.4M | $25.8M | ||
| Q3 24 | $75.6M | $150.7M | ||
| Q2 24 | $40.6M | $185.9M |
自由现金流率LSTROPCH
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | — | ||
| Q3 25 | 7.1% | 9.1% | ||
| Q2 25 | 0.4% | 5.7% | ||
| Q1 25 | 4.7% | -1.2% | ||
| Q4 24 | 4.5% | 2.0% | ||
| Q3 24 | 6.2% | 11.8% | ||
| Q2 24 | 3.3% | 15.1% |
资本支出强度LSTROPCH
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.3% | 0.6% | ||
| Q2 25 | 0.2% | 0.6% | ||
| Q1 25 | 0.2% | 0.7% | ||
| Q4 24 | 0.6% | 0.8% | ||
| Q3 24 | 0.6% | 0.8% | ||
| Q2 24 | 0.6% | 0.8% |
现金转化率LSTROPCH
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | — | ||
| Q3 25 | 4.61× | 2.69× | ||
| Q2 25 | 0.17× | 1.79× | ||
| Q1 25 | 1.87× | -0.15× | ||
| Q4 24 | 1.32× | 0.60× | ||
| Q3 24 | 1.66× | 2.98× | ||
| Q2 24 | 0.91× | 3.69× |
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
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
