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LANDSTAR SYSTEM INC（LSTR）与PLEXUS CORP（PLXS）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PLEXUS CORP的1.0倍（$1.2B vs $1.2B），PLEXUS CORP净利率更高（4.3% vs 3.4%，领先0.9%），PLEXUS CORP同比增速更快（18.7% vs 1.6%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
LSTR vs PLXS — 直观对比
营收规模更大
LSTR
是对方的1.0倍
$1.2B
营收增速更快
PLXS
高出17.1%
1.6%
净利率更高
PLXS
高出0.9%
3.4%
两年增速更快
PLXS
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.2B |
| 净利润 | $39.4M | $49.8M |
| 毛利率 | 9.6% | 10.2% |
| 营业利润率 | 4.5% | 5.3% |
| 净利率 | 3.4% | 4.3% |
| 营收同比 | 1.6% | 18.7% |
| 净利润同比 | 32.3% | 27.5% |
| 每股收益（稀释后） | $1.16 | $1.82 |
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LSTRPLXS
| Q1 26 | $1.2B | $1.1B | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
净利润LSTRPLXS
| Q1 26 | $39.4M | $41.2M | ||
| Q4 25 | $23.9M | — | ||
| Q3 25 | $19.4M | — | ||
| Q2 25 | $41.9M | — | ||
| Q1 25 | $29.8M | — | ||
| Q4 24 | $46.2M | — | ||
| Q3 24 | $50.0M | — | ||
| Q2 24 | $52.6M | — |
毛利率LSTRPLXS
| Q1 26 | 9.6% | 9.9% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率LSTRPLXS
| Q1 26 | 4.5% | 5.1% | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 5.2% | — | ||
| Q2 24 | 5.6% | — |
净利率LSTRPLXS
| Q1 26 | 3.4% | 3.8% | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 4.3% | — |
每股收益（稀释后）LSTRPLXS
| Q1 26 | $1.16 | $1.51 | ||
| Q4 25 | $0.70 | — | ||
| Q3 25 | $0.56 | — | ||
| Q2 25 | $1.20 | — | ||
| Q1 25 | $0.85 | — | ||
| Q4 24 | $1.30 | — | ||
| Q3 24 | $1.41 | — | ||
| Q2 24 | $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 | $411.0M | $303.1M |
| 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 | $3.4B |
| 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LSTRPLXS
| Q1 26 | $411.0M | $248.8M | ||
| Q4 25 | $452.2M | — | ||
| Q3 25 | $434.4M | — | ||
| Q2 25 | $426.2M | — | ||
| Q1 25 | $473.4M | — | ||
| Q4 24 | $566.6M | — | ||
| Q3 24 | $531.3M | — | ||
| Q2 24 | $504.0M | — |
总债务LSTRPLXS
| 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LSTRPLXS
| Q1 26 | $799.0M | $1.5B | ||
| Q4 25 | $795.7M | — | ||
| Q3 25 | $888.7M | — | ||
| Q2 25 | $921.8M | — | ||
| Q1 25 | $930.8M | — | ||
| Q4 24 | $972.4M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
总资产LSTRPLXS
| Q1 26 | $1.6B | $3.2B | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
负债/权益比LSTRPLXS
| 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× | — |
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
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
