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LANDSTAR SYSTEM INC（LSTR）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是LANDSTAR SYSTEM INC的1.6倍（$1.9B vs $1.2B），RPM INTERNATIONAL INC净利率更高（8.4% vs 3.4%，领先5.1%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 1.6%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
LSTR vs RPM — 直观对比
营收规模更大
RPM
是对方的1.6倍
$1.2B
营收增速更快
RPM
高出1.9%
1.6%
净利率更高
RPM
高出5.1%
3.4%
两年增速更快
RPM
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $39.4M | $161.2M |
| 毛利率 | 9.6% | 40.8% |
| 营业利润率 | 4.5% | 11.0% |
| 净利率 | 3.4% | 8.4% |
| 营收同比 | 1.6% | 3.5% |
| 净利润同比 | 32.3% | -12.0% |
| 每股收益（稀释后） | $1.16 | $1.26 |
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LSTRRPM
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B |
净利润LSTRRPM
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $161.2M | ||
| Q3 25 | $19.4M | $227.6M | ||
| Q2 25 | $41.9M | $225.8M | ||
| Q1 25 | $29.8M | $52.0M | ||
| Q4 24 | $46.2M | $183.2M | ||
| Q3 24 | $50.0M | $227.7M | ||
| Q2 24 | $52.6M | $180.6M |
毛利率LSTRRPM
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% |
营业利润率LSTRRPM
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 11.0% | ||
| Q3 25 | 2.2% | 14.1% | ||
| Q2 25 | 4.6% | 11.9% | ||
| Q1 25 | 3.4% | 2.8% | ||
| Q4 24 | 4.8% | 11.5% | ||
| Q3 24 | 5.2% | 14.8% | ||
| Q2 24 | 5.6% | 11.9% |
净利率LSTRRPM
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 8.4% | ||
| Q3 25 | 1.6% | 10.8% | ||
| Q2 25 | 3.5% | 10.8% | ||
| Q1 25 | 2.6% | 3.5% | ||
| Q4 24 | 3.8% | 9.9% | ||
| Q3 24 | 4.1% | 11.6% | ||
| Q2 24 | 4.3% | 9.0% |
每股收益（稀释后）LSTRRPM
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $1.26 | ||
| Q3 25 | $0.56 | $1.77 | ||
| Q2 25 | $1.20 | $1.76 | ||
| Q1 25 | $0.85 | $0.40 | ||
| Q4 24 | $1.30 | $1.42 | ||
| Q3 24 | $1.41 | $1.77 | ||
| Q2 24 | $1.48 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | $26.1M | $2.5B |
| 股东权益账面价值 | $799.0M | $3.1B |
| 总资产 | $1.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资LSTRRPM
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $316.6M | ||
| Q3 25 | $434.4M | $297.1M | ||
| Q2 25 | $426.2M | $302.1M | ||
| Q1 25 | $473.4M | $241.9M | ||
| Q4 24 | $566.6M | $268.7M | ||
| Q3 24 | $531.3M | $231.6M | ||
| Q2 24 | $504.0M | $237.4M |
总债务LSTRRPM
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $2.5B | ||
| Q3 25 | $0 | $2.7B | ||
| Q2 25 | $0 | $2.6B | ||
| Q1 25 | $0 | $2.1B | ||
| Q4 24 | $0 | $2.0B | ||
| Q3 24 | $0 | $2.0B | ||
| Q2 24 | $0 | $2.0B |
股东权益LSTRRPM
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $3.1B | ||
| Q3 25 | $888.7M | $3.1B | ||
| Q2 25 | $921.8M | $2.9B | ||
| Q1 25 | $930.8M | $2.7B | ||
| Q4 24 | $972.4M | $2.7B | ||
| Q3 24 | $1.0B | $2.6B | ||
| Q2 24 | $1.0B | $2.5B |
总资产LSTRRPM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $7.9B | ||
| Q3 25 | $1.7B | $7.9B | ||
| Q2 25 | $1.7B | $7.8B | ||
| Q1 25 | $1.7B | $6.6B | ||
| Q4 24 | $1.8B | $6.7B | ||
| Q3 24 | $1.8B | $6.6B | ||
| Q2 24 | $1.8B | $6.6B |
负债/权益比LSTRRPM
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.80× | ||
| Q3 25 | 0.00× | 0.87× | ||
| Q2 25 | 0.00× | 0.91× | ||
| Q1 25 | 0.00× | 0.78× | ||
| Q4 24 | 0.00× | 0.74× | ||
| Q3 24 | 0.00× | 0.77× | ||
| Q2 24 | 0.00× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流LSTRRPM
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $345.7M | ||
| Q3 25 | $89.3M | $237.5M | ||
| Q2 25 | $7.1M | $149.2M | ||
| Q1 25 | $55.7M | $91.5M | ||
| Q4 24 | $61.1M | $279.4M | ||
| Q3 24 | $83.1M | $248.1M | ||
| Q2 24 | $48.1M | $181.2M |
自由现金流LSTRRPM
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $296.4M | ||
| Q3 25 | $86.0M | $175.0M | ||
| Q2 25 | $4.7M | $78.2M | ||
| Q1 25 | $53.8M | $33.3M | ||
| Q4 24 | $54.4M | $229.5M | ||
| Q3 24 | $75.6M | $197.3M | ||
| Q2 24 | $40.6M | $105.3M |
自由现金流率LSTRRPM
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 15.5% | ||
| Q3 25 | 7.1% | 8.3% | ||
| Q2 25 | 0.4% | 3.8% | ||
| Q1 25 | 4.7% | 2.3% | ||
| Q4 24 | 4.5% | 12.4% | ||
| Q3 24 | 6.2% | 10.0% | ||
| Q2 24 | 3.3% | 5.2% |
资本支出强度LSTRRPM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.6% | ||
| Q3 25 | 0.3% | 3.0% | ||
| Q2 25 | 0.2% | 3.4% | ||
| Q1 25 | 0.2% | 3.9% | ||
| Q4 24 | 0.6% | 2.7% | ||
| Q3 24 | 0.6% | 2.6% | ||
| Q2 24 | 0.6% | 3.8% |
现金转化率LSTRRPM
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 2.14× | ||
| Q3 25 | 4.61× | 1.04× | ||
| Q2 25 | 0.17× | 0.66× | ||
| Q1 25 | 1.87× | 1.76× | ||
| Q4 24 | 1.32× | 1.53× | ||
| Q3 24 | 1.66× | 1.09× | ||
| Q2 24 | 0.91× | 1.00× |
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
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
