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LANDSTAR SYSTEM INC（LSTR）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是LANDSTAR SYSTEM INC的1.9倍（$2.2B vs $1.2B），Post Holdings, Inc.净利率更高（4.5% vs 3.4%，领先1.1%），Post Holdings, Inc.同比增速更快（10.1% vs 1.6%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% 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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
LSTR vs POST — 直观对比
营收规模更大
POST
是对方的1.9倍
$1.2B
营收增速更快
POST
高出8.5%
1.6%
净利率更高
POST
高出1.1%
3.4%
两年增速更快
POST
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $39.4M | $96.8M |
| 毛利率 | 9.6% | 29.4% |
| 营业利润率 | 4.5% | 11.0% |
| 净利率 | 3.4% | 4.5% |
| 营收同比 | 1.6% | 10.1% |
| 净利润同比 | 32.3% | -14.6% |
| 每股收益（稀释后） | $1.16 | $1.71 |
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LSTRPOST
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B |
净利润LSTRPOST
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $96.8M | ||
| Q3 25 | $19.4M | $51.0M | ||
| Q2 25 | $41.9M | $108.8M | ||
| Q1 25 | $29.8M | $62.6M | ||
| Q4 24 | $46.2M | $113.3M | ||
| Q3 24 | $50.0M | $81.6M | ||
| Q2 24 | $52.6M | $99.8M |
毛利率LSTRPOST
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% |
营业利润率LSTRPOST
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 11.0% | ||
| Q3 25 | 2.2% | 7.5% | ||
| Q2 25 | 4.6% | 11.8% | ||
| Q1 25 | 3.4% | 9.3% | ||
| Q4 24 | 4.8% | 10.8% | ||
| Q3 24 | 5.2% | 9.5% | ||
| Q2 24 | 5.6% | 10.4% |
净利率LSTRPOST
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 4.5% | ||
| Q3 25 | 1.6% | 2.3% | ||
| Q2 25 | 3.5% | 5.5% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 3.8% | 5.7% | ||
| Q3 24 | 4.1% | 4.1% | ||
| Q2 24 | 4.3% | 5.1% |
每股收益（稀释后）LSTRPOST
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $1.71 | ||
| Q3 25 | $0.56 | $0.91 | ||
| Q2 25 | $1.20 | $1.79 | ||
| Q1 25 | $0.85 | $1.03 | ||
| Q4 24 | $1.30 | $1.78 | ||
| Q3 24 | $1.41 | $1.28 | ||
| Q2 24 | $1.48 | $1.53 |
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 | $279.3M |
| 总债务越低越好 | $26.1M | $7.5B |
| 股东权益账面价值 | $799.0M | $3.5B |
| 总资产 | $1.6B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.03× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资LSTRPOST
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $279.3M | ||
| Q3 25 | $434.4M | $176.7M | ||
| Q2 25 | $426.2M | $1.1B | ||
| Q1 25 | $473.4M | $617.6M | ||
| Q4 24 | $566.6M | $872.9M | ||
| Q3 24 | $531.3M | $787.4M | ||
| Q2 24 | $504.0M | $333.8M |
总债务LSTRPOST
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $7.5B | ||
| Q3 25 | $0 | $7.4B | ||
| Q2 25 | $0 | $7.3B | ||
| Q1 25 | $0 | $6.9B | ||
| Q4 24 | $0 | $6.9B | ||
| Q3 24 | $0 | $6.8B | ||
| Q2 24 | $0 | $6.4B |
股东权益LSTRPOST
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $3.5B | ||
| Q3 25 | $888.7M | $3.8B | ||
| Q2 25 | $921.8M | $4.0B | ||
| Q1 25 | $930.8M | $3.8B | ||
| Q4 24 | $972.4M | $3.9B | ||
| Q3 24 | $1.0B | $4.1B | ||
| Q2 24 | $1.0B | $3.9B |
总资产LSTRPOST
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $13.0B | ||
| Q3 25 | $1.7B | $13.5B | ||
| Q2 25 | $1.7B | $13.4B | ||
| Q1 25 | $1.7B | $12.8B | ||
| Q4 24 | $1.8B | $12.8B | ||
| Q3 24 | $1.8B | $12.9B | ||
| Q2 24 | $1.8B | $12.1B |
负债/权益比LSTRPOST
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 2.16× | ||
| Q3 25 | 0.00× | 1.98× | ||
| Q2 25 | 0.00× | 1.84× | ||
| Q1 25 | 0.00× | 1.81× | ||
| Q4 24 | 0.00× | 1.79× | ||
| Q3 24 | 0.00× | 1.67× | ||
| Q2 24 | 0.00× | 1.62× |
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 | — | $235.7M |
| 自由现金流经营现金流 - 资本支出 | — | $119.3M |
| 自由现金流率自由现金流/营收 | — | 5.5% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | — | 2.43× |
| 过去12个月自由现金流最近4个季度 | — | $436.0M |
8季度趋势，按日历期对齐
经营现金流LSTRPOST
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $235.7M | ||
| Q3 25 | $89.3M | $301.3M | ||
| Q2 25 | $7.1M | $225.9M | ||
| Q1 25 | $55.7M | $160.7M | ||
| Q4 24 | $61.1M | $310.4M | ||
| Q3 24 | $83.1M | $235.4M | ||
| Q2 24 | $48.1M | $272.3M |
自由现金流LSTRPOST
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $119.3M | ||
| Q3 25 | $86.0M | $151.6M | ||
| Q2 25 | $4.7M | $94.9M | ||
| Q1 25 | $53.8M | $70.2M | ||
| Q4 24 | $54.4M | $171.4M | ||
| Q3 24 | $75.6M | $96.2M | ||
| Q2 24 | $40.6M | $161.5M |
自由现金流率LSTRPOST
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 5.5% | ||
| Q3 25 | 7.1% | 6.7% | ||
| Q2 25 | 0.4% | 4.8% | ||
| Q1 25 | 4.7% | 3.6% | ||
| Q4 24 | 4.5% | 8.7% | ||
| Q3 24 | 6.2% | 4.8% | ||
| Q2 24 | 3.3% | 8.3% |
资本支出强度LSTRPOST
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 5.4% | ||
| Q3 25 | 0.3% | 6.7% | ||
| Q2 25 | 0.2% | 6.6% | ||
| Q1 25 | 0.2% | 4.6% | ||
| Q4 24 | 0.6% | 7.0% | ||
| Q3 24 | 0.6% | 6.9% | ||
| Q2 24 | 0.6% | 5.7% |
现金转化率LSTRPOST
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 2.43× | ||
| Q3 25 | 4.61× | 5.91× | ||
| Q2 25 | 0.17× | 2.08× | ||
| Q1 25 | 1.87× | 2.57× | ||
| Q4 24 | 1.32× | 2.74× | ||
| Q3 24 | 1.66× | 2.88× | ||
| Q2 24 | 0.91× | 2.73× |
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
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
