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LANDSTAR SYSTEM INC(LSTR)与Tyler Technologies(TYL)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Tyler Technologies的1.9倍($1.2B vs $613.5M),Tyler Technologies净利率更高(13.2% vs 3.4%,领先9.9%),Tyler Technologies同比增速更快(8.6% vs 1.6%),过去两年Tyler Technologies的营收复合增速更高(6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业,主营面向美国公共部门提供自研专有软件,目前在全美17个州设有办事处,另在加拿大安大略省多伦多市设有一处办公网点。
LSTR vs TYL — 直观对比
营收规模更大
LSTR
是对方的1.9倍
$613.5M
营收增速更快
TYL
高出6.9%
1.6%
净利率更高
TYL
高出9.9%
3.4%
两年增速更快
TYL
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $613.5M |
| 净利润 | $39.4M | $81.2M |
| 毛利率 | 9.6% | 48.3% |
| 营业利润率 | 4.5% | 16.3% |
| 净利率 | 3.4% | 13.2% |
| 营收同比 | 1.6% | 8.6% |
| 净利润同比 | 32.3% | — |
| 每股收益(稀释后) | $1.16 | $1.88 |
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
TYL
| Q1 26 | $1.2B | $613.5M | ||
| Q4 25 | $1.2B | $575.2M | ||
| Q3 25 | $1.2B | $595.9M | ||
| Q2 25 | $1.2B | $596.1M | ||
| Q1 25 | $1.2B | $565.2M | ||
| Q4 24 | $1.2B | $541.1M | ||
| Q3 24 | $1.2B | $543.3M | ||
| Q2 24 | $1.2B | $541.0M |
净利润
LSTR
TYL
| Q1 26 | $39.4M | $81.2M | ||
| Q4 25 | $23.9M | $65.5M | ||
| Q3 25 | $19.4M | $84.4M | ||
| Q2 25 | $41.9M | $84.6M | ||
| Q1 25 | $29.8M | $81.1M | ||
| Q4 24 | $46.2M | $65.2M | ||
| Q3 24 | $50.0M | $75.9M | ||
| Q2 24 | $52.6M | $67.7M |
毛利率
LSTR
TYL
| Q1 26 | 9.6% | 48.3% | ||
| Q4 25 | — | 45.5% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 45.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 44.0% |
营业利润率
LSTR
TYL
| Q1 26 | 4.5% | 16.3% | ||
| Q4 25 | 2.5% | 13.0% | ||
| Q3 25 | 2.2% | 16.4% | ||
| Q2 25 | 4.6% | 16.0% | ||
| Q1 25 | 3.4% | 15.8% | ||
| Q4 24 | 4.8% | 13.2% | ||
| Q3 24 | 5.2% | 15.2% | ||
| Q2 24 | 5.6% | 14.4% |
净利率
LSTR
TYL
| Q1 26 | 3.4% | 13.2% | ||
| Q4 25 | 2.0% | 11.4% | ||
| Q3 25 | 1.6% | 14.2% | ||
| Q2 25 | 3.5% | 14.2% | ||
| Q1 25 | 2.6% | 14.3% | ||
| Q4 24 | 3.8% | 12.1% | ||
| Q3 24 | 4.1% | 14.0% | ||
| Q2 24 | 4.3% | 12.5% |
每股收益(稀释后)
LSTR
TYL
| Q1 26 | $1.16 | $1.88 | ||
| Q4 25 | $0.70 | $1.50 | ||
| Q3 25 | $0.56 | $1.93 | ||
| Q2 25 | $1.20 | $1.93 | ||
| Q1 25 | $0.85 | $1.84 | ||
| Q4 24 | $1.30 | $1.48 | ||
| Q3 24 | $1.41 | $1.74 | ||
| Q2 24 | $1.48 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $26.1M | — |
| 股东权益账面价值 | $799.0M | $3.6B |
| 总资产 | $1.6B | $4.8B |
| 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
LSTR
TYL
| Q1 26 | $411.0M | $346.4M | ||
| Q4 25 | $452.2M | $1.1B | ||
| Q3 25 | $434.4M | $950.8M | ||
| Q2 25 | $426.2M | $892.3M | ||
| Q1 25 | $473.4M | $807.4M | ||
| Q4 24 | $566.6M | $768.0M | ||
| Q3 24 | $531.3M | $544.3M | ||
| Q2 24 | $504.0M | $258.0M |
总债务
LSTR
TYL
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $599.7M | ||
| Q3 25 | $0 | $599.2M | ||
| Q2 25 | $0 | $598.8M | ||
| Q1 25 | $0 | $598.4M | ||
| Q4 24 | $0 | $597.9M | ||
| Q3 24 | $0 | $597.5M | ||
| Q2 24 | $0 | $597.1M |
股东权益
LSTR
TYL
| Q1 26 | $799.0M | $3.6B | ||
| Q4 25 | $795.7M | $3.7B | ||
| Q3 25 | $888.7M | $3.6B | ||
| Q2 25 | $921.8M | $3.6B | ||
| Q1 25 | $930.8M | $3.5B | ||
| Q4 24 | $972.4M | $3.4B | ||
| Q3 24 | $1.0B | $3.3B | ||
| Q2 24 | $1.0B | $3.1B |
总资产
LSTR
TYL
| Q1 26 | $1.6B | $4.8B | ||
| Q4 25 | $1.6B | $5.6B | ||
| Q3 25 | $1.7B | $5.5B | ||
| Q2 25 | $1.7B | $5.4B | ||
| Q1 25 | $1.7B | $5.2B | ||
| Q4 24 | $1.8B | $5.2B | ||
| Q3 24 | $1.8B | $5.0B | ||
| Q2 24 | $1.8B | $4.8B |
负债/权益比
LSTR
TYL
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.16× | ||
| Q3 25 | 0.00× | 0.17× | ||
| Q2 25 | 0.00× | 0.16× | ||
| Q1 25 | 0.00× | 0.17× | ||
| Q4 24 | 0.00× | 0.18× | ||
| Q3 24 | 0.00× | 0.18× | ||
| Q2 24 | 0.00× | 0.19× |
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 | — | $107.3M |
| 自由现金流经营现金流 - 资本支出 | — | $2.0M |
| 自由现金流率自由现金流/营收 | — | 0.3% |
| 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 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | — | $585.7M |
8季度趋势,按日历期对齐
经营现金流
LSTR
TYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $72.7M | $243.9M | ||
| Q3 25 | $89.3M | $255.2M | ||
| Q2 25 | $7.1M | $98.3M | ||
| Q1 25 | $55.7M | $56.2M | ||
| Q4 24 | $61.1M | $224.8M | ||
| Q3 24 | $83.1M | $263.7M | ||
| Q2 24 | $48.1M | $64.3M |
自由现金流
LSTR
TYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $70.5M | $239.6M | ||
| Q3 25 | $86.0M | $251.3M | ||
| Q2 25 | $4.7M | $92.8M | ||
| Q1 25 | $53.8M | $53.8M | ||
| Q4 24 | $54.4M | $221.0M | ||
| Q3 24 | $75.6M | $260.8M | ||
| Q2 24 | $40.6M | $57.7M |
自由现金流率
LSTR
TYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 6.0% | 41.7% | ||
| Q3 25 | 7.1% | 42.2% | ||
| Q2 25 | 0.4% | 15.6% | ||
| Q1 25 | 4.7% | 9.5% | ||
| Q4 24 | 4.5% | 40.8% | ||
| Q3 24 | 6.2% | 48.0% | ||
| Q2 24 | 3.3% | 10.7% |
资本支出强度
LSTR
TYL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.8% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 0.2% | 0.9% | ||
| Q1 25 | 0.2% | 0.4% | ||
| Q4 24 | 0.6% | 0.7% | ||
| Q3 24 | 0.6% | 0.5% | ||
| Q2 24 | 0.6% | 1.2% |
现金转化率
LSTR
TYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 3.04× | 3.72× | ||
| Q3 25 | 4.61× | 3.02× | ||
| Q2 25 | 0.17× | 1.16× | ||
| Q1 25 | 1.87× | 0.69× | ||
| Q4 24 | 1.32× | 3.45× | ||
| Q3 24 | 1.66× | 3.47× | ||
| Q2 24 | 0.91× | 0.95× |
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
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |