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LANDSTAR SYSTEM INC（LSTR）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的1.6倍（$1.2B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 3.4%，领先6.7%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 1.6%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% 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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
LSTR vs RHP — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $737.8M |
| 净利润 | $39.4M | $74.5M |
| 毛利率 | 9.6% | 41.4% |
| 营业利润率 | 4.5% | 19.4% |
| 净利率 | 3.4% | 10.1% |
| 营收同比 | 1.6% | 13.9% |
| 净利润同比 | 32.3% | 3.0% |
| 每股收益（稀释后） | $1.16 | $1.12 |
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
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $737.8M | ||
| Q3 25 | $1.2B | $592.5M | ||
| Q2 25 | $1.2B | $659.5M | ||
| Q1 25 | $1.2B | $587.3M | ||
| Q4 24 | $1.2B | $647.6M | ||
| Q3 24 | $1.2B | $550.0M | ||
| Q2 24 | $1.2B | $613.3M |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $74.5M | ||
| Q3 25 | $19.4M | $34.9M | ||
| Q2 25 | $41.9M | $71.8M | ||
| Q1 25 | $29.8M | $63.0M | ||
| Q4 24 | $46.2M | $72.3M | ||
| Q3 24 | $50.0M | $59.0M | ||
| Q2 24 | $52.6M | $100.8M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 40.9% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 48.4% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 19.4% | ||
| Q3 25 | 2.2% | 15.0% | ||
| Q2 25 | 4.6% | 21.1% | ||
| Q1 25 | 3.4% | 19.8% | ||
| Q4 24 | 4.8% | 18.6% | ||
| Q3 24 | 5.2% | 19.3% | ||
| Q2 24 | 5.6% | 27.4% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 10.1% | ||
| Q3 25 | 1.6% | 5.9% | ||
| Q2 25 | 3.5% | 10.9% | ||
| Q1 25 | 2.6% | 10.7% | ||
| Q4 24 | 3.8% | 11.2% | ||
| Q3 24 | 4.1% | 10.7% | ||
| Q2 24 | 4.3% | 16.4% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $1.12 | ||
| Q3 25 | $0.56 | $0.53 | ||
| Q2 25 | $1.20 | $1.12 | ||
| Q1 25 | $0.85 | $1.00 | ||
| Q4 24 | $1.30 | $1.12 | ||
| Q3 24 | $1.41 | $0.94 | ||
| Q2 24 | $1.48 | $1.65 |
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 | $471.4M |
| 总债务越低越好 | $26.1M | — |
| 股东权益账面价值 | $799.0M | $750.2M |
| 总资产 | $1.6B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $471.4M | ||
| Q3 25 | $434.4M | $483.3M | ||
| Q2 25 | $426.2M | $420.6M | ||
| Q1 25 | $473.4M | $413.9M | ||
| Q4 24 | $566.6M | $477.7M | ||
| Q3 24 | $531.3M | $534.9M | ||
| Q2 24 | $504.0M | $498.4M |
| 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 | — |
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $750.2M | ||
| Q3 25 | $888.7M | $758.5M | ||
| Q2 25 | $921.8M | $800.4M | ||
| Q1 25 | $930.8M | $531.5M | ||
| Q4 24 | $972.4M | $549.0M | ||
| Q3 24 | $1.0B | $551.9M | ||
| Q2 24 | $1.0B | $562.6M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $6.2B | ||
| Q3 25 | $1.7B | $6.2B | ||
| Q2 25 | $1.7B | $6.1B | ||
| Q1 25 | $1.7B | $5.2B | ||
| Q4 24 | $1.8B | $5.2B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.8B | $5.1B |
| 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 | — | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $58.5M |
| 自由现金流率自由现金流/营收 | — | 7.9% |
| 资本支出强度资本支出/营收 | — | 14.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $232.4M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $164.7M | ||
| Q3 25 | $89.3M | $205.2M | ||
| Q2 25 | $7.1M | $122.5M | ||
| Q1 25 | $55.7M | $98.2M | ||
| Q4 24 | $61.1M | $166.6M | ||
| Q3 24 | $83.1M | $218.1M | ||
| Q2 24 | $48.1M | $184.3M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $58.5M | ||
| Q3 25 | $86.0M | $135.4M | ||
| Q2 25 | $4.7M | $53.0M | ||
| Q1 25 | $53.8M | $-14.5M | ||
| Q4 24 | $54.4M | $76.0M | ||
| Q3 24 | $75.6M | $85.7M | ||
| Q2 24 | $40.6M | $78.8M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 7.9% | ||
| Q3 25 | 7.1% | 22.9% | ||
| Q2 25 | 0.4% | 8.0% | ||
| Q1 25 | 4.7% | -2.5% | ||
| Q4 24 | 4.5% | 11.7% | ||
| Q3 24 | 6.2% | 15.6% | ||
| Q2 24 | 3.3% | 12.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 14.4% | ||
| Q3 25 | 0.3% | 11.8% | ||
| Q2 25 | 0.2% | 10.5% | ||
| Q1 25 | 0.2% | 19.2% | ||
| Q4 24 | 0.6% | 14.0% | ||
| Q3 24 | 0.6% | 24.1% | ||
| Q2 24 | 0.6% | 17.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 2.21× | ||
| Q3 25 | 4.61× | 5.88× | ||
| Q2 25 | 0.17× | 1.71× | ||
| Q1 25 | 1.87× | 1.56× | ||
| Q4 24 | 1.32× | 2.30× | ||
| Q3 24 | 1.66× | 3.70× | ||
| Q2 24 | 0.91× | 1.83× |
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
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
