vs
Side-by-side financial comparison of CONSTELLIUM SE (CSTM) and LANDSTAR SYSTEM INC (LSTR). Click either name above to swap in a different company.
CONSTELLIUM SE is the larger business by last-quarter revenue ($2.2B vs $1.2B, roughly 1.9× LANDSTAR SYSTEM INC). CONSTELLIUM SE runs the higher net margin — 5.1% vs 3.4%, a 1.7% gap on every dollar of revenue.
Constellium SE is an American-Swiss, French-based global manufacturer of aluminium rolled products, extruded products, and structural parts based on a large variety of advanced alloys. Constellium's C-TEC research center has been credited for advancing technology in the field of advanced aluminium alloy. Constellium primarily serves the aerospace, automotive, and packaging sectors. Large clients include Mercedes-Benz, Audi, BMW, Fiat Chrysler Automotive, Ford, Airbus, Boeing, and Bombardier.
Landstar System, Inc. is an American transportation services company specializing in logistics and, more specifically, third-party logistics. Landstar utilizes an extensive network of over 8,800 independent owner-operators, referred to internally as business capacity owners (BCOs), over 1,000 independent freight agents, and over 70,000 vetted carriers. Landstar provides services principally throughout the United States and to a lesser extent in Canada and between the U.S. and Canada, Mexico, ...
CSTM vs LSTR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.2B |
| Net Profit | $112.0M | $39.4M |
| Gross Margin | — | 9.6% |
| Operating Margin | 7.5% | 4.5% |
| Net Margin | 5.1% | 3.4% |
| Revenue YoY | — | 1.6% |
| Net Profit YoY | — | 32.3% |
| EPS (diluted) | $0.79 | $1.16 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $1.9B | $1.2B |
| Q1 26 | — | $39.4M | ||
| Q4 25 | $112.0M | $23.9M | ||
| Q3 25 | $88.0M | $19.4M | ||
| Q2 25 | $36.0M | $41.9M | ||
| Q1 25 | $37.0M | $29.8M | ||
| Q4 24 | — | $46.2M | ||
| Q3 24 | — | $50.0M | ||
| Q2 24 | $76.0M | $52.6M |
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 7.5% | 2.5% | ||
| Q3 25 | 5.8% | 2.2% | ||
| Q2 25 | 2.7% | 4.6% | ||
| Q1 25 | 3.1% | 3.4% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | 5.4% | 5.6% |
| Q1 26 | — | 3.4% | ||
| Q4 25 | 5.1% | 2.0% | ||
| Q3 25 | 4.1% | 1.6% | ||
| Q2 25 | 1.7% | 3.5% | ||
| Q1 25 | 1.9% | 2.6% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | 3.9% | 4.3% |
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.79 | $0.70 | ||
| Q3 25 | $0.62 | $0.56 | ||
| Q2 25 | $0.25 | $1.20 | ||
| Q1 25 | $0.26 | $0.85 | ||
| Q4 24 | — | $1.30 | ||
| Q3 24 | — | $1.41 | ||
| Q2 24 | $0.51 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $120.0M | $411.0M |
| Total DebtLower is stronger | $1.9B | $26.1M |
| Stockholders' EquityBook value | $952.0M | $799.0M |
| Total Assets | $5.4B | $1.6B |
| Debt / EquityLower = less leverage | 2.00× | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $411.0M | ||
| Q4 25 | $120.0M | $452.2M | ||
| Q3 25 | $122.0M | $434.4M | ||
| Q2 25 | $133.0M | $426.2M | ||
| Q1 25 | $118.0M | $473.4M | ||
| Q4 24 | — | $566.6M | ||
| Q3 24 | — | $531.3M | ||
| Q2 24 | — | $504.0M |
| Q1 26 | — | $26.1M | ||
| Q4 25 | $1.9B | $0 | ||
| Q3 25 | $2.0B | $0 | ||
| Q2 25 | $2.0B | $0 | ||
| Q1 25 | $1.9B | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | — | $799.0M | ||
| Q4 25 | $952.0M | $795.7M | ||
| Q3 25 | $845.0M | $888.7M | ||
| Q2 25 | $780.0M | $921.8M | ||
| Q1 25 | $745.0M | $930.8M | ||
| Q4 24 | — | $972.4M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $796.0M | $1.0B |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $5.4B | $1.6B | ||
| Q3 25 | $5.4B | $1.7B | ||
| Q2 25 | $5.4B | $1.7B | ||
| Q1 25 | $5.2B | $1.7B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.8B |
| Q1 26 | — | 0.03× | ||
| Q4 25 | 2.00× | 0.00× | ||
| Q3 25 | 2.34× | 0.00× | ||
| Q2 25 | 2.53× | 0.00× | ||
| Q1 25 | 2.56× | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $218.0M | — |
| Free Cash FlowOCF − Capex | $109.0M | — |
| FCF MarginFCF / Revenue | 5.0% | — |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 1.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $218.0M | $72.7M | ||
| Q3 25 | $99.0M | $89.3M | ||
| Q2 25 | $114.0M | $7.1M | ||
| Q1 25 | $58.0M | $55.7M | ||
| Q4 24 | — | $61.1M | ||
| Q3 24 | — | $83.1M | ||
| Q2 24 | $138.0M | $48.1M |
| Q1 26 | — | — | ||
| Q4 25 | $109.0M | $70.5M | ||
| Q3 25 | $24.0M | $86.0M | ||
| Q2 25 | $37.0M | $4.7M | ||
| Q1 25 | $-11.0M | $53.8M | ||
| Q4 24 | — | $54.4M | ||
| Q3 24 | — | $75.6M | ||
| Q2 24 | $54.0M | $40.6M |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 6.0% | ||
| Q3 25 | 1.1% | 7.1% | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | -0.6% | 4.7% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | 2.8% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 0.2% | ||
| Q3 25 | 3.5% | 0.3% | ||
| Q2 25 | 3.7% | 0.2% | ||
| Q1 25 | 3.5% | 0.2% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | 4.3% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 3.04× | ||
| Q3 25 | 1.13× | 4.61× | ||
| Q2 25 | 3.17× | 0.17× | ||
| Q1 25 | 1.57× | 1.87× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | 1.82× | 0.91× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSTM
| Packaging Rolled Products | $1.0B | 46% |
| Automotive Rolled Products | $318.0M | 14% |
| Aerospace Rolled Products | $270.0M | 12% |
| Transportation Industry Defense And Other Rolled Products | $232.0M | 11% |
| Automotive Extruded Products | $220.0M | 10% |
| Other Extruded Products | $132.0M | 6% |
| Specialty And Other Thin Rolled Products | $22.0M | 1% |
LSTR
Segment breakdown not available.
