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LANDSTAR SYSTEM INC(LSTR)与RENAISSANCERE HOLDINGS LTD(RNR)财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是LANDSTAR SYSTEM INC的1.9倍($2.2B vs $1.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 3.4%,领先20.1%),LANDSTAR SYSTEM INC同比增速更快(1.6% vs -36.8%),过去两年LANDSTAR SYSTEM INC的营收复合增速更高(-2.2% vs -11.9%)
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商,核心业务覆盖再保险、常规保险两大板块,同时运营风险相关创新投资业务,为全球客户提供专业的风险对冲与保险解决方案。
LSTR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.2B
营收增速更快
LSTR
高出38.4%
-36.8%
净利率更高
RNR
高出20.1%
3.4%
两年增速更快
LSTR
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $39.4M | $515.8M |
| 毛利率 | 9.6% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 3.4% | 23.5% |
| 营收同比 | 1.6% | -36.8% |
| 净利润同比 | 32.3% | 72.6% |
| 每股收益(稀释后) | $1.16 | $6.57 |
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
LSTR
RNR
| Q1 26 | $1.2B | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润
LSTR
RNR
| Q1 26 | $39.4M | $515.8M | ||
| Q4 25 | $23.9M | $760.5M | ||
| Q3 25 | $19.4M | $916.5M | ||
| Q2 25 | $41.9M | $835.4M | ||
| Q1 25 | $29.8M | $170.0M | ||
| Q4 24 | $46.2M | $-189.7M | ||
| Q3 24 | $50.0M | $1.2B | ||
| Q2 24 | $52.6M | $503.9M |
毛利率
LSTR
RNR
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
LSTR
RNR
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 42.5% | ||
| Q3 25 | 2.2% | 46.3% | ||
| Q2 25 | 4.6% | 41.8% | ||
| Q1 25 | 3.4% | -2.0% | ||
| Q4 24 | 4.8% | -3.6% | ||
| Q3 24 | 5.2% | 43.7% | ||
| Q2 24 | 5.6% | 25.0% |
净利率
LSTR
RNR
| Q1 26 | 3.4% | 23.5% | ||
| Q4 25 | 2.0% | 25.6% | ||
| Q3 25 | 1.6% | 28.7% | ||
| Q2 25 | 3.5% | 26.1% | ||
| Q1 25 | 2.6% | 4.9% | ||
| Q4 24 | 3.8% | -8.3% | ||
| Q3 24 | 4.1% | 29.8% | ||
| Q2 24 | 4.3% | 17.8% |
每股收益(稀释后)
LSTR
RNR
| Q1 26 | $1.16 | $6.57 | ||
| Q4 25 | $0.70 | $16.16 | ||
| Q3 25 | $0.56 | $19.40 | ||
| Q2 25 | $1.20 | $17.20 | ||
| Q1 25 | $0.85 | $3.27 | ||
| Q4 24 | $1.30 | $-3.76 | ||
| Q3 24 | $1.41 | $22.62 | ||
| Q2 24 | $1.48 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $26.1M | — |
| 股东权益账面价值 | $799.0M | $4.3B |
| 总资产 | $1.6B | $53.7B |
| 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
LSTR
RNR
| Q1 26 | $411.0M | $1.6B | ||
| Q4 25 | $452.2M | $1.7B | ||
| Q3 25 | $434.4M | $1.7B | ||
| Q2 25 | $426.2M | $1.4B | ||
| Q1 25 | $473.4M | $1.6B | ||
| Q4 24 | $566.6M | $1.7B | ||
| Q3 24 | $531.3M | $1.6B | ||
| Q2 24 | $504.0M | $1.6B |
总债务
LSTR
RNR
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $2.3B | ||
| Q3 25 | $0 | $2.2B | ||
| Q2 25 | $0 | $2.3B | ||
| Q1 25 | $0 | $2.8B | ||
| Q4 24 | $0 | $1.9B | ||
| Q3 24 | $0 | $1.9B | ||
| Q2 24 | $0 | $2.0B |
股东权益
LSTR
RNR
| Q1 26 | $799.0M | $4.3B | ||
| Q4 25 | $795.7M | $11.6B | ||
| Q3 25 | $888.7M | $11.5B | ||
| Q2 25 | $921.8M | $10.8B | ||
| Q1 25 | $930.8M | $10.3B | ||
| Q4 24 | $972.4M | $10.6B | ||
| Q3 24 | $1.0B | $11.2B | ||
| Q2 24 | $1.0B | $10.2B |
总资产
LSTR
RNR
| Q1 26 | $1.6B | $53.7B | ||
| Q4 25 | $1.6B | $53.8B | ||
| Q3 25 | $1.7B | $54.5B | ||
| Q2 25 | $1.7B | $54.7B | ||
| Q1 25 | $1.7B | $53.6B | ||
| Q4 24 | $1.8B | $50.7B | ||
| Q3 24 | $1.8B | $52.8B | ||
| Q2 24 | $1.8B | $51.6B |
负债/权益比
LSTR
RNR
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.20× | ||
| Q3 25 | 0.00× | 0.19× | ||
| Q2 25 | 0.00× | 0.21× | ||
| Q1 25 | 0.00× | 0.27× | ||
| Q4 24 | 0.00× | 0.18× | ||
| Q3 24 | 0.00× | 0.17× | ||
| Q2 24 | 0.00× | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图