vs
LANDSTAR SYSTEM INC（LSTR）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.0倍（$1.2B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 3.4%，领先20.1%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 1.6%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
LSTR vs SF — 直观对比
营收规模更大
LSTR
是对方的1.0倍
$1.1B
营收增速更快
SF
高出21.4%
1.6%
净利率更高
SF
高出20.1%
3.4%
两年增速更快
SF
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.1B |
| 净利润 | $39.4M | $264.4M |
| 毛利率 | 9.6% | — |
| 营业利润率 | 4.5% | 27.3% |
| 净利率 | 3.4% | 23.5% |
| 营收同比 | 1.6% | 23.0% |
| 净利润同比 | 32.3% | 8.3% |
| 每股收益（稀释后） | $1.16 | $2.30 |
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LSTRSF
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $962.6M | ||
| Q2 25 | $1.2B | $838.9M | ||
| Q1 25 | $1.2B | $842.5M | ||
| Q4 24 | $1.2B | $916.0M | ||
| Q3 24 | $1.2B | $810.9M | ||
| Q2 24 | $1.2B | $798.9M |
净利润LSTRSF
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $264.4M | ||
| Q3 25 | $19.4M | $211.4M | ||
| Q2 25 | $41.9M | $155.1M | ||
| Q1 25 | $29.8M | $53.0M | ||
| Q4 24 | $46.2M | $244.0M | ||
| Q3 24 | $50.0M | $158.5M | ||
| Q2 24 | $52.6M | $165.3M |
毛利率LSTRSF
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率LSTRSF
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 27.3% | ||
| Q3 25 | 2.2% | 29.7% | ||
| Q2 25 | 4.6% | 25.5% | ||
| Q1 25 | 3.4% | 7.5% | ||
| Q4 24 | 4.8% | 29.1% | ||
| Q3 24 | 5.2% | 26.7% | ||
| Q2 24 | 5.6% | 28.4% |
净利率LSTRSF
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 23.5% | ||
| Q3 25 | 1.6% | 22.0% | ||
| Q2 25 | 3.5% | 18.5% | ||
| Q1 25 | 2.6% | 6.3% | ||
| Q4 24 | 3.8% | 26.6% | ||
| Q3 24 | 4.1% | 19.5% | ||
| Q2 24 | 4.3% | 20.7% |
每股收益（稀释后）LSTRSF
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $2.30 | ||
| Q3 25 | $0.56 | $1.84 | ||
| Q2 25 | $1.20 | $1.34 | ||
| Q1 25 | $0.85 | $0.39 | ||
| Q4 24 | $1.30 | $2.10 | ||
| Q3 24 | $1.41 | $1.34 | ||
| Q2 24 | $1.48 | $1.41 |
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 | $2.3B |
| 总债务越低越好 | $26.1M | $617.4M |
| 股东权益账面价值 | $799.0M | $6.0B |
| 总资产 | $1.6B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资LSTRSF
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $2.3B | ||
| Q3 25 | $434.4M | $3.2B | ||
| Q2 25 | $426.2M | $1.9B | ||
| Q1 25 | $473.4M | $2.7B | ||
| Q4 24 | $566.6M | $2.6B | ||
| Q3 24 | $531.3M | $1.9B | ||
| Q2 24 | $504.0M | $2.6B |
总债务LSTRSF
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $617.4M | ||
| Q3 25 | $0 | $617.2M | ||
| Q2 25 | $0 | $617.0M | ||
| Q1 25 | $0 | $616.8M | ||
| Q4 24 | $0 | $616.6M | ||
| Q3 24 | $0 | $616.4M | ||
| Q2 24 | $0 | $1.1B |
股东权益LSTRSF
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $6.0B | ||
| Q3 25 | $888.7M | $5.8B | ||
| Q2 25 | $921.8M | $5.6B | ||
| Q1 25 | $930.8M | $5.5B | ||
| Q4 24 | $972.4M | $5.7B | ||
| Q3 24 | $1.0B | $5.6B | ||
| Q2 24 | $1.0B | $5.4B |
总资产LSTRSF
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $41.3B | ||
| Q3 25 | $1.7B | $41.7B | ||
| Q2 25 | $1.7B | $39.9B | ||
| Q1 25 | $1.7B | $40.4B | ||
| Q4 24 | $1.8B | $39.9B | ||
| Q3 24 | $1.8B | $38.9B | ||
| Q2 24 | $1.8B | $37.8B |
负债/权益比LSTRSF
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.10× | ||
| Q3 25 | 0.00× | 0.11× | ||
| Q2 25 | 0.00× | 0.11× | ||
| Q1 25 | 0.00× | 0.11× | ||
| Q4 24 | 0.00× | 0.11× | ||
| Q3 24 | 0.00× | 0.11× | ||
| Q2 24 | 0.00× | 0.21× |
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 | — | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流LSTRSF
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $382.4M | ||
| Q3 25 | $89.3M | $338.3M | ||
| Q2 25 | $7.1M | $607.5M | ||
| Q1 25 | $55.7M | $-211.2M | ||
| Q4 24 | $61.1M | $694.6M | ||
| Q3 24 | $83.1M | $198.3M | ||
| Q2 24 | $48.1M | $207.2M |
自由现金流LSTRSF
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $369.0M | ||
| Q3 25 | $86.0M | $321.1M | ||
| Q2 25 | $4.7M | $592.7M | ||
| Q1 25 | $53.8M | $-227.8M | ||
| Q4 24 | $54.4M | $677.2M | ||
| Q3 24 | $75.6M | $185.6M | ||
| Q2 24 | $40.6M | $173.3M |
自由现金流率LSTRSF
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 32.7% | ||
| Q3 25 | 7.1% | 33.4% | ||
| Q2 25 | 0.4% | 70.6% | ||
| Q1 25 | 4.7% | -27.0% | ||
| Q4 24 | 4.5% | 73.9% | ||
| Q3 24 | 6.2% | 22.9% | ||
| Q2 24 | 3.3% | 21.7% |
资本支出强度LSTRSF
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.2% | ||
| Q3 25 | 0.3% | 1.8% | ||
| Q2 25 | 0.2% | 1.8% | ||
| Q1 25 | 0.2% | 2.0% | ||
| Q4 24 | 0.6% | 1.9% | ||
| Q3 24 | 0.6% | 1.6% | ||
| Q2 24 | 0.6% | 4.2% |
现金转化率LSTRSF
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 1.45× | ||
| Q3 25 | 4.61× | 1.60× | ||
| Q2 25 | 0.17× | 3.92× | ||
| Q1 25 | 1.87× | -3.99× | ||
| Q4 24 | 1.32× | 2.85× | ||
| Q3 24 | 1.66× | 1.25× | ||
| Q2 24 | 0.91× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
