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LANDSTAR SYSTEM INC（LSTR）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是LANDSTAR SYSTEM INC的1.2倍（$1.4B vs $1.2B），ROKU, INC净利率更高（5.8% vs 3.4%，领先2.4%），ROKU, INC同比增速更快（16.1% vs 1.6%），过去两年ROKU, INC的营收复合增速更高（25.8% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
LSTR vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.2倍
$1.2B
营收增速更快
ROKU
高出14.5%
1.6%
净利率更高
ROKU
高出2.4%
3.4%
两年增速更快
ROKU
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $39.4M | $80.5M |
| 毛利率 | 9.6% | 43.5% |
| 营业利润率 | 4.5% | 4.7% |
| 净利率 | 3.4% | 5.8% |
| 营收同比 | 1.6% | 16.1% |
| 净利润同比 | 32.3% | 326.4% |
| 每股收益（稀释后） | $1.16 | $0.55 |
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LSTRROKU
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $968.2M |
净利润LSTRROKU
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $80.5M | ||
| Q3 25 | $19.4M | $24.8M | ||
| Q2 25 | $41.9M | $10.5M | ||
| Q1 25 | $29.8M | $-27.4M | ||
| Q4 24 | $46.2M | $-35.5M | ||
| Q3 24 | $50.0M | $-9.0M | ||
| Q2 24 | $52.6M | $-34.0M |
毛利率LSTRROKU
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率LSTRROKU
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 4.7% | ||
| Q3 25 | 2.2% | 0.8% | ||
| Q2 25 | 4.6% | -2.1% | ||
| Q1 25 | 3.4% | -5.7% | ||
| Q4 24 | 4.8% | -3.3% | ||
| Q3 24 | 5.2% | -3.4% | ||
| Q2 24 | 5.6% | -7.4% |
净利率LSTRROKU
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 5.8% | ||
| Q3 25 | 1.6% | 2.0% | ||
| Q2 25 | 3.5% | 0.9% | ||
| Q1 25 | 2.6% | -2.7% | ||
| Q4 24 | 3.8% | -3.0% | ||
| Q3 24 | 4.1% | -0.9% | ||
| Q2 24 | 4.3% | -3.5% |
每股收益（稀释后）LSTRROKU
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $0.55 | ||
| Q3 25 | $0.56 | $0.16 | ||
| Q2 25 | $1.20 | $0.07 | ||
| Q1 25 | $0.85 | $-0.19 | ||
| Q4 24 | $1.30 | $-0.24 | ||
| Q3 24 | $1.41 | $-0.06 | ||
| Q2 24 | $1.48 | $-0.24 |
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 | $2.3B |
| 总债务越低越好 | $26.1M | — |
| 股东权益账面价值 | $799.0M | $2.7B |
| 总资产 | $1.6B | $4.4B |
| 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LSTRROKU
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $2.3B | ||
| Q3 25 | $434.4M | $2.3B | ||
| Q2 25 | $426.2M | $2.3B | ||
| Q1 25 | $473.4M | $2.3B | ||
| Q4 24 | $566.6M | $2.2B | ||
| Q3 24 | $531.3M | $2.1B | ||
| Q2 24 | $504.0M | $2.1B |
总债务LSTRROKU
| 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LSTRROKU
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $2.7B | ||
| Q3 25 | $888.7M | $2.6B | ||
| Q2 25 | $921.8M | $2.6B | ||
| Q1 25 | $930.8M | $2.5B | ||
| Q4 24 | $972.4M | $2.5B | ||
| Q3 24 | $1.0B | $2.5B | ||
| Q2 24 | $1.0B | $2.4B |
总资产LSTRROKU
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $4.4B | ||
| Q3 25 | $1.7B | $4.4B | ||
| Q2 25 | $1.7B | $4.3B | ||
| Q1 25 | $1.7B | $4.2B | ||
| Q4 24 | $1.8B | $4.3B | ||
| Q3 24 | $1.8B | $4.3B | ||
| Q2 24 | $1.8B | $4.1B |
负债/权益比LSTRROKU
| 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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流LSTRROKU
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $107.7M | ||
| Q3 25 | $89.3M | $127.6M | ||
| Q2 25 | $7.1M | $109.7M | ||
| Q1 25 | $55.7M | $138.7M | ||
| Q4 24 | $61.1M | $79.3M | ||
| Q3 24 | $83.1M | $68.7M | ||
| Q2 24 | $48.1M | $23.4M |
自由现金流LSTRROKU
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $106.6M | ||
| Q3 25 | $86.0M | $126.5M | ||
| Q2 25 | $4.7M | $108.6M | ||
| Q1 25 | $53.8M | $136.8M | ||
| Q4 24 | $54.4M | $76.8M | ||
| Q3 24 | $75.6M | $67.6M | ||
| Q2 24 | $40.6M | $22.5M |
自由现金流率LSTRROKU
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 7.6% | ||
| Q3 25 | 7.1% | 10.4% | ||
| Q2 25 | 0.4% | 9.8% | ||
| Q1 25 | 4.7% | 13.4% | ||
| Q4 24 | 4.5% | 6.4% | ||
| Q3 24 | 6.2% | 6.4% | ||
| Q2 24 | 3.3% | 2.3% |
资本支出强度LSTRROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.3% | 0.1% | ||
| Q2 25 | 0.2% | 0.1% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.6% | 0.2% | ||
| Q3 24 | 0.6% | 0.1% | ||
| Q2 24 | 0.6% | 0.1% |
现金转化率LSTRROKU
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 1.34× | ||
| Q3 25 | 4.61× | 5.14× | ||
| Q2 25 | 0.17× | 10.45× | ||
| Q1 25 | 1.87× | — | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 1.66× | — | ||
| Q2 24 | 0.91× | — |
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
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
