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LANDSTAR SYSTEM INC（LSTR）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的1.7倍（$1.2B vs $697.2M），LANDSTAR SYSTEM INC净利率更高（3.4% vs 1.7%，领先1.6%），LANDSTAR SYSTEM INC同比增速更快（1.6% vs -25.8%），过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% 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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
LSTR vs SUI — 直观对比
营收规模更大
LSTR
是对方的1.7倍
$697.2M
营收增速更快
LSTR
高出27.5%
-25.8%
净利率更高
LSTR
高出1.6%
1.7%
两年增速更快
SUI
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $697.2M |
| 净利润 | $39.4M | $12.1M |
| 毛利率 | 9.6% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 3.4% | 1.7% |
| 营收同比 | 1.6% | -25.8% |
| 净利润同比 | 32.3% | -96.0% |
| 每股收益（稀释后） | $1.16 | $0.07 |
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LSTRSUI
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $697.2M | ||
| Q2 25 | $1.2B | $623.5M | ||
| Q1 25 | $1.2B | $470.2M | ||
| Q4 24 | $1.2B | $745.9M | ||
| Q3 24 | $1.2B | $939.9M | ||
| Q2 24 | $1.2B | $864.0M |
净利润LSTRSUI
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | — | ||
| Q3 25 | $19.4M | $12.1M | ||
| Q2 25 | $41.9M | $1.3B | ||
| Q1 25 | $29.8M | $-41.2M | ||
| Q4 24 | $46.2M | $-228.4M | ||
| Q3 24 | $50.0M | $300.5M | ||
| Q2 24 | $52.6M | $56.7M |
毛利率LSTRSUI
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率LSTRSUI
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 5.2% | — | ||
| Q2 24 | 5.6% | — |
净利率LSTRSUI
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.6% | 1.7% | ||
| Q2 25 | 3.5% | 210.8% | ||
| Q1 25 | 2.6% | -8.8% | ||
| Q4 24 | 3.8% | -30.6% | ||
| Q3 24 | 4.1% | 32.0% | ||
| Q2 24 | 4.3% | 6.6% |
每股收益（稀释后）LSTRSUI
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | — | ||
| Q3 25 | $0.56 | $0.07 | ||
| Q2 25 | $1.20 | $10.02 | ||
| Q1 25 | $0.85 | $-0.34 | ||
| Q4 24 | $1.30 | $-1.80 | ||
| Q3 24 | $1.41 | $2.31 | ||
| Q2 24 | $1.48 | $0.42 |
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 | $542.7M |
| 总债务越低越好 | $26.1M | — |
| 股东权益账面价值 | $799.0M | $7.0B |
| 总资产 | $1.6B | $12.8B |
| 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LSTRSUI
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | — | ||
| Q3 25 | $434.4M | $542.7M | ||
| Q2 25 | $426.2M | $889.7M | ||
| Q1 25 | $473.4M | — | ||
| Q4 24 | $566.6M | $47.4M | ||
| Q3 24 | $531.3M | — | ||
| Q2 24 | $504.0M | — |
总债务LSTRSUI
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | $7.4B | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益LSTRSUI
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | — | ||
| Q3 25 | $888.7M | $7.0B | ||
| Q2 25 | $921.8M | $7.4B | ||
| Q1 25 | $930.8M | $6.9B | ||
| Q4 24 | $972.4M | $7.1B | ||
| Q3 24 | $1.0B | $7.5B | ||
| Q2 24 | $1.0B | $6.9B |
总资产LSTRSUI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | $12.8B | ||
| Q2 25 | $1.7B | $13.4B | ||
| Q1 25 | $1.7B | $16.5B | ||
| Q4 24 | $1.8B | $16.5B | ||
| Q3 24 | $1.8B | $17.1B | ||
| Q2 24 | $1.8B | $17.0B |
负债/权益比LSTRSUI
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 1.04× | ||
| 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 | — | $197.8M |
| 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 | — | 16.35× |
| 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LSTRSUI
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | — | ||
| Q3 25 | $89.3M | $197.8M | ||
| Q2 25 | $7.1M | $256.0M | ||
| Q1 25 | $55.7M | $243.9M | ||
| Q4 24 | $61.1M | $118.0M | ||
| Q3 24 | $83.1M | $189.2M | ||
| Q2 24 | $48.1M | $311.3M |
自由现金流LSTRSUI
| 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LSTRSUI
| 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LSTRSUI
| 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LSTRSUI
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | — | ||
| Q3 25 | 4.61× | 16.35× | ||
| Q2 25 | 0.17× | 0.19× | ||
| Q1 25 | 1.87× | — | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 1.66× | 0.63× | ||
| Q2 24 | 0.91× | 5.49× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
