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LANDSTAR SYSTEM INC(LSTR)与Royalty Pharma plc(RPRX)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Royalty Pharma plc的1.9倍($1.2B vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs 3.4%,领先31.1%),Royalty Pharma plc同比增速更快(4.8% vs 1.6%),过去两年Royalty Pharma plc的营收复合增速更高(4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
LSTR vs RPRX — 直观对比
营收规模更大
LSTR
是对方的1.9倍
$622.0M
营收增速更快
RPRX
高出3.1%
1.6%
净利率更高
RPRX
高出31.1%
3.4%
两年增速更快
RPRX
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $622.0M |
| 净利润 | $39.4M | $214.2M |
| 毛利率 | 9.6% | — |
| 营业利润率 | 4.5% | 62.4% |
| 净利率 | 3.4% | 34.4% |
| 营收同比 | 1.6% | 4.8% |
| 净利润同比 | 32.3% | 2.9% |
| 每股收益(稀释后) | $1.16 | $0.49 |
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
RPRX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $622.0M | ||
| Q3 25 | $1.2B | $609.3M | ||
| Q2 25 | $1.2B | $578.7M | ||
| Q1 25 | $1.2B | $568.2M | ||
| Q4 24 | $1.2B | $593.6M | ||
| Q3 24 | $1.2B | $564.7M | ||
| Q2 24 | $1.2B | $537.3M |
净利润
LSTR
RPRX
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $214.2M | ||
| Q3 25 | $19.4M | $288.2M | ||
| Q2 25 | $41.9M | $30.2M | ||
| Q1 25 | $29.8M | $238.3M | ||
| Q4 24 | $46.2M | $208.2M | ||
| Q3 24 | $50.0M | $544.0M | ||
| Q2 24 | $52.6M | $102.0M |
毛利率
LSTR
RPRX
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
LSTR
RPRX
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 62.4% | ||
| Q3 25 | 2.2% | 70.1% | ||
| Q2 25 | 4.6% | 36.3% | ||
| Q1 25 | 3.4% | 94.0% | ||
| Q4 24 | 4.8% | 60.9% | ||
| Q3 24 | 5.2% | — | ||
| Q2 24 | 5.6% | 50.2% |
净利率
LSTR
RPRX
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 34.4% | ||
| Q3 25 | 1.6% | 47.3% | ||
| Q2 25 | 3.5% | 5.2% | ||
| Q1 25 | 2.6% | 41.9% | ||
| Q4 24 | 3.8% | 35.1% | ||
| Q3 24 | 4.1% | 96.3% | ||
| Q2 24 | 4.3% | 19.0% |
每股收益(稀释后)
LSTR
RPRX
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $0.49 | ||
| Q3 25 | $0.56 | $0.67 | ||
| Q2 25 | $1.20 | $0.07 | ||
| Q1 25 | $0.85 | $0.55 | ||
| Q4 24 | $1.30 | $0.46 | ||
| Q3 24 | $1.41 | $1.21 | ||
| Q2 24 | $1.48 | $0.23 |
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 | $618.7M |
| 总债务越低越好 | $26.1M | $9.0B |
| 股东权益账面价值 | $799.0M | $9.7B |
| 总资产 | $1.6B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
LSTR
RPRX
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $618.7M | ||
| Q3 25 | $434.4M | $938.9M | ||
| Q2 25 | $426.2M | $631.9M | ||
| Q1 25 | $473.4M | $1.1B | ||
| Q4 24 | $566.6M | $929.0M | ||
| Q3 24 | $531.3M | $950.1M | ||
| Q2 24 | $504.0M | $1.8B |
总债务
LSTR
RPRX
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $9.0B | ||
| Q3 25 | $0 | $8.9B | ||
| Q2 25 | $0 | $8.0B | ||
| Q1 25 | $0 | $7.6B | ||
| Q4 24 | $0 | $7.6B | ||
| Q3 24 | $0 | $7.6B | ||
| Q2 24 | $0 | $7.6B |
股东权益
LSTR
RPRX
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $9.7B | ||
| Q3 25 | $888.7M | $9.6B | ||
| Q2 25 | $921.8M | $9.5B | ||
| Q1 25 | $930.8M | $9.8B | ||
| Q4 24 | $972.4M | $10.3B | ||
| Q3 24 | $1.0B | $10.3B | ||
| Q2 24 | $1.0B | $9.8B |
总资产
LSTR
RPRX
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $19.6B | ||
| Q3 25 | $1.7B | $19.3B | ||
| Q2 25 | $1.7B | $18.3B | ||
| Q1 25 | $1.7B | $17.6B | ||
| Q4 24 | $1.8B | $18.2B | ||
| Q3 24 | $1.8B | $18.0B | ||
| Q2 24 | $1.8B | $17.7B |
负债/权益比
LSTR
RPRX
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.92× | ||
| Q3 25 | 0.00× | 0.93× | ||
| Q2 25 | 0.00× | 0.84× | ||
| Q1 25 | 0.00× | 0.78× | ||
| Q4 24 | 0.00× | 0.74× | ||
| Q3 24 | 0.00× | 0.74× | ||
| Q2 24 | 0.00× | 0.78× |
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 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
LSTR
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $827.1M | ||
| Q3 25 | $89.3M | $702.6M | ||
| Q2 25 | $7.1M | $364.0M | ||
| Q1 25 | $55.7M | $596.1M | ||
| Q4 24 | $61.1M | $742.5M | ||
| Q3 24 | $83.1M | $703.6M | ||
| Q2 24 | $48.1M | $658.2M |
自由现金流
LSTR
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $53.8M | — | ||
| Q4 24 | $54.4M | — | ||
| Q3 24 | $75.6M | — | ||
| Q2 24 | $40.6M | — |
自由现金流率
LSTR
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | — | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 6.2% | — | ||
| Q2 24 | 3.3% | — |
资本支出强度
LSTR
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.6% | — |
现金转化率
LSTR
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 3.86× | ||
| Q3 25 | 4.61× | 2.44× | ||
| Q2 25 | 0.17× | 12.06× | ||
| Q1 25 | 1.87× | 2.50× | ||
| Q4 24 | 1.32× | 3.57× | ||
| Q3 24 | 1.66× | 1.29× | ||
| Q2 24 | 0.91× | 6.45× |
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
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |