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LANDSTAR SYSTEM INC（LSTR）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是LANDSTAR SYSTEM INC的1.2倍（$1.4B vs $1.2B），瑞思迈净利率更高（27.6% vs 3.4%，领先24.2%），瑞思迈同比增速更快（11.0% vs 1.6%），过去两年瑞思迈的营收复合增速更高（9.0% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
LSTR vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.2B
营收增速更快
RMD
高出9.3%
1.6%
净利率更高
RMD
高出24.2%
3.4%
两年增速更快
RMD
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $39.4M | $392.6M |
| 毛利率 | 9.6% | 61.8% |
| 营业利润率 | 4.5% | 34.6% |
| 净利率 | 3.4% | 27.6% |
| 营收同比 | 1.6% | 11.0% |
| 净利润同比 | 32.3% | 13.9% |
| 每股收益（稀释后） | $1.16 | $2.68 |
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LSTRRMD
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
净利润LSTRRMD
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $392.6M | ||
| Q3 25 | $19.4M | $348.5M | ||
| Q2 25 | $41.9M | $379.7M | ||
| Q1 25 | $29.8M | $365.0M | ||
| Q4 24 | $46.2M | $344.6M | ||
| Q3 24 | $50.0M | $311.4M | ||
| Q2 24 | $52.6M | $292.2M |
毛利率LSTRRMD
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率LSTRRMD
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 34.6% | ||
| Q3 25 | 2.2% | 33.4% | ||
| Q2 25 | 4.6% | 33.7% | ||
| Q1 25 | 3.4% | 33.0% | ||
| Q4 24 | 4.8% | 32.5% | ||
| Q3 24 | 5.2% | 31.6% | ||
| Q2 24 | 5.6% | 31.2% |
净利率LSTRRMD
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 27.6% | ||
| Q3 25 | 1.6% | 26.1% | ||
| Q2 25 | 3.5% | 28.2% | ||
| Q1 25 | 2.6% | 28.3% | ||
| Q4 24 | 3.8% | 26.9% | ||
| Q3 24 | 4.1% | 25.4% | ||
| Q2 24 | 4.3% | 23.9% |
每股收益（稀释后）LSTRRMD
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $2.68 | ||
| Q3 25 | $0.56 | $2.37 | ||
| Q2 25 | $1.20 | $2.58 | ||
| Q1 25 | $0.85 | $2.48 | ||
| Q4 24 | $1.30 | $2.34 | ||
| Q3 24 | $1.41 | $2.11 | ||
| Q2 24 | $1.48 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $26.1M | $403.9M |
| 股东权益账面价值 | $799.0M | $6.3B |
| 总资产 | $1.6B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资LSTRRMD
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $1.4B | ||
| Q3 25 | $434.4M | $1.4B | ||
| Q2 25 | $426.2M | $1.2B | ||
| Q1 25 | $473.4M | $932.7M | ||
| Q4 24 | $566.6M | $521.9M | ||
| Q3 24 | $531.3M | $426.4M | ||
| Q2 24 | $504.0M | $238.4M |
总债务LSTRRMD
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $403.9M | ||
| Q3 25 | $0 | $408.7M | ||
| Q2 25 | $0 | $658.4M | ||
| Q1 25 | $0 | $663.1M | ||
| Q4 24 | $0 | $662.9M | ||
| Q3 24 | $0 | $667.6M | ||
| Q2 24 | $0 | $697.3M |
股东权益LSTRRMD
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $6.3B | ||
| Q3 25 | $888.7M | $6.1B | ||
| Q2 25 | $921.8M | $6.0B | ||
| Q1 25 | $930.8M | $5.5B | ||
| Q4 24 | $972.4M | $5.3B | ||
| Q3 24 | $1.0B | $5.2B | ||
| Q2 24 | $1.0B | $4.9B |
总资产LSTRRMD
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $8.5B | ||
| Q3 25 | $1.7B | $8.3B | ||
| Q2 25 | $1.7B | $8.2B | ||
| Q1 25 | $1.7B | $7.6B | ||
| Q4 24 | $1.8B | $7.1B | ||
| Q3 24 | $1.8B | $7.2B | ||
| Q2 24 | $1.8B | $6.9B |
负债/权益比LSTRRMD
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.06× | ||
| Q3 25 | 0.00× | 0.07× | ||
| Q2 25 | 0.00× | 0.11× | ||
| Q1 25 | 0.00× | 0.12× | ||
| Q4 24 | 0.00× | 0.13× | ||
| Q3 24 | 0.00× | 0.13× | ||
| Q2 24 | 0.00× | 0.14× |
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 | — | $339.7M |
| 自由现金流经营现金流 - 资本支出 | — | $311.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | — | $1.8B |
8季度趋势，按日历期对齐
经营现金流LSTRRMD
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $339.7M | ||
| Q3 25 | $89.3M | $457.3M | ||
| Q2 25 | $7.1M | $538.8M | ||
| Q1 25 | $55.7M | $578.7M | ||
| Q4 24 | $61.1M | $308.6M | ||
| Q3 24 | $83.1M | $325.5M | ||
| Q2 24 | $48.1M | $440.1M |
自由现金流LSTRRMD
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $311.2M | ||
| Q3 25 | $86.0M | $414.4M | ||
| Q2 25 | $4.7M | $508.2M | ||
| Q1 25 | $53.8M | $557.9M | ||
| Q4 24 | $54.4M | $288.0M | ||
| Q3 24 | $75.6M | $307.7M | ||
| Q2 24 | $40.6M | $415.2M |
自由现金流率LSTRRMD
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 21.9% | ||
| Q3 25 | 7.1% | 31.0% | ||
| Q2 25 | 0.4% | 37.7% | ||
| Q1 25 | 4.7% | 43.2% | ||
| Q4 24 | 4.5% | 22.5% | ||
| Q3 24 | 6.2% | 25.1% | ||
| Q2 24 | 3.3% | 33.9% |
资本支出强度LSTRRMD
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.0% | ||
| Q3 25 | 0.3% | 3.2% | ||
| Q2 25 | 0.2% | 2.3% | ||
| Q1 25 | 0.2% | 1.6% | ||
| Q4 24 | 0.6% | 1.6% | ||
| Q3 24 | 0.6% | 1.5% | ||
| Q2 24 | 0.6% | 2.0% |
现金转化率LSTRRMD
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 0.87× | ||
| Q3 25 | 4.61× | 1.31× | ||
| Q2 25 | 0.17× | 1.42× | ||
| Q1 25 | 1.87× | 1.59× | ||
| Q4 24 | 1.32× | 0.90× | ||
| Q3 24 | 1.66× | 1.05× | ||
| Q2 24 | 0.91× | 1.51× |
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
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
