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LANDSTAR SYSTEM INC（LSTR）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.4倍（$1.2B vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 3.4%，领先25.3%），Ubiquiti Inc.同比增速更快（35.8% vs 1.6%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
LSTR vs UI — 直观对比
营收规模更大
LSTR
是对方的1.4倍
$814.9M
营收增速更快
UI
高出34.2%
1.6%
净利率更高
UI
高出25.3%
3.4%
两年增速更快
UI
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $814.9M |
| 净利润 | $39.4M | $233.6M |
| 毛利率 | 9.6% | 45.9% |
| 营业利润率 | 4.5% | 35.9% |
| 净利率 | 3.4% | 28.7% |
| 营收同比 | 1.6% | 35.8% |
| 净利润同比 | 32.3% | 70.8% |
| 每股收益（稀释后） | $1.16 | $3.86 |
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LSTRUI
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $814.9M | ||
| Q3 25 | $1.2B | $733.8M | ||
| Q2 25 | $1.2B | $759.2M | ||
| Q1 25 | $1.2B | $664.2M | ||
| Q4 24 | $1.2B | $599.9M | ||
| Q3 24 | $1.2B | $550.3M | ||
| Q2 24 | $1.2B | $507.5M |
净利润LSTRUI
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $233.6M | ||
| Q3 25 | $19.4M | $207.9M | ||
| Q2 25 | $41.9M | $266.7M | ||
| Q1 25 | $29.8M | $180.4M | ||
| Q4 24 | $46.2M | $136.8M | ||
| Q3 24 | $50.0M | $128.0M | ||
| Q2 24 | $52.6M | $103.8M |
毛利率LSTRUI
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
营业利润率LSTRUI
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 35.9% | ||
| Q3 25 | 2.2% | 35.7% | ||
| Q2 25 | 4.6% | 34.4% | ||
| Q1 25 | 3.4% | 34.2% | ||
| Q4 24 | 4.8% | 29.8% | ||
| Q3 24 | 5.2% | 30.7% | ||
| Q2 24 | 5.6% | 27.3% |
净利率LSTRUI
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 28.7% | ||
| Q3 25 | 1.6% | 28.3% | ||
| Q2 25 | 3.5% | 35.1% | ||
| Q1 25 | 2.6% | 27.2% | ||
| Q4 24 | 3.8% | 22.8% | ||
| Q3 24 | 4.1% | 23.3% | ||
| Q2 24 | 4.3% | 20.5% |
每股收益（稀释后）LSTRUI
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $3.86 | ||
| Q3 25 | $0.56 | $3.43 | ||
| Q2 25 | $1.20 | $4.40 | ||
| Q1 25 | $0.85 | $2.98 | ||
| Q4 24 | $1.30 | $2.26 | ||
| Q3 24 | $1.41 | $2.12 | ||
| Q2 24 | $1.48 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | $26.1M | $47.5M |
| 股东权益账面价值 | $799.0M | $1.0B |
| 总资产 | $1.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资LSTRUI
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $302.8M | ||
| Q3 25 | $434.4M | $177.2M | ||
| Q2 25 | $426.2M | $149.7M | ||
| Q1 25 | $473.4M | $151.0M | ||
| Q4 24 | $566.6M | $133.1M | ||
| Q3 24 | $531.3M | $165.2M | ||
| Q2 24 | $504.0M | $126.3M |
总债务LSTRUI
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $47.5M | ||
| Q3 25 | $0 | $133.8M | ||
| Q2 25 | $0 | $250.0M | ||
| Q1 25 | $0 | $340.0M | ||
| Q4 24 | $0 | $406.3M | ||
| Q3 24 | $0 | $552.5M | ||
| Q2 24 | $0 | $708.1M |
股东权益LSTRUI
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $1.0B | ||
| Q3 25 | $888.7M | $828.4M | ||
| Q2 25 | $921.8M | $668.3M | ||
| Q1 25 | $930.8M | $436.1M | ||
| Q4 24 | $972.4M | $290.4M | ||
| Q3 24 | $1.0B | $188.1M | ||
| Q2 24 | $1.0B | $95.1M |
总资产LSTRUI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B |
负债/权益比LSTRUI
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.05× | ||
| Q3 25 | 0.00× | 0.16× | ||
| Q2 25 | 0.00× | 0.37× | ||
| Q1 25 | 0.00× | 0.78× | ||
| Q4 24 | 0.00× | 1.40× | ||
| Q3 24 | 0.00× | 2.94× | ||
| Q2 24 | 0.00× | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流LSTRUI
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $263.9M | ||
| Q3 25 | $89.3M | $198.5M | ||
| Q2 25 | $7.1M | $130.4M | ||
| Q1 25 | $55.7M | $123.6M | ||
| Q4 24 | $61.1M | $152.4M | ||
| Q3 24 | $83.1M | $233.7M | ||
| Q2 24 | $48.1M | $231.4M |
自由现金流LSTRUI
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $260.3M | ||
| Q3 25 | $86.0M | $193.3M | ||
| Q2 25 | $4.7M | $125.2M | ||
| Q1 25 | $53.8M | $120.7M | ||
| Q4 24 | $54.4M | $150.4M | ||
| Q3 24 | $75.6M | $231.1M | ||
| Q2 24 | $40.6M | $229.5M |
自由现金流率LSTRUI
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 31.9% | ||
| Q3 25 | 7.1% | 26.3% | ||
| Q2 25 | 0.4% | 16.5% | ||
| Q1 25 | 4.7% | 18.2% | ||
| Q4 24 | 4.5% | 25.1% | ||
| Q3 24 | 6.2% | 42.0% | ||
| Q2 24 | 3.3% | 45.2% |
资本支出强度LSTRUI
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 0.4% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 0.2% | 0.7% | ||
| Q1 25 | 0.2% | 0.4% | ||
| Q4 24 | 0.6% | 0.3% | ||
| Q3 24 | 0.6% | 0.5% | ||
| Q2 24 | 0.6% | 0.4% |
现金转化率LSTRUI
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 1.13× | ||
| Q3 25 | 4.61× | 0.95× | ||
| Q2 25 | 0.17× | 0.49× | ||
| Q1 25 | 1.87× | 0.68× | ||
| Q4 24 | 1.32× | 1.11× | ||
| Q3 24 | 1.66× | 1.83× | ||
| Q2 24 | 0.91× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
