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Side-by-side financial comparison of Datadog (DDOG) and LANDSTAR SYSTEM INC (LSTR). Click either name above to swap in a different company.
LANDSTAR SYSTEM INC is the larger business by last-quarter revenue ($1.2B vs $953.2M, roughly 1.2× Datadog). Datadog runs the higher net margin — 4.9% vs 3.4%, a 1.5% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 1.6%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -2.2%).
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
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, ...
DDOG vs LSTR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $39.4M |
| Gross Margin | 80.4% | 9.6% |
| Operating Margin | 1.0% | 4.5% |
| Net Margin | 4.9% | 3.4% |
| Revenue YoY | 29.2% | 1.6% |
| Net Profit YoY | 2.1% | 32.3% |
| EPS (diluted) | $0.13 | $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 | $953.2M | $1.2B | ||
| Q3 25 | $885.7M | $1.2B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.2B | ||
| Q2 24 | $645.3M | $1.2B |
| Q1 26 | — | $39.4M | ||
| Q4 25 | $46.6M | $23.9M | ||
| Q3 25 | $33.9M | $19.4M | ||
| Q2 25 | $2.6M | $41.9M | ||
| Q1 25 | $24.6M | $29.8M | ||
| Q4 24 | $45.6M | $46.2M | ||
| Q3 24 | $51.7M | $50.0M | ||
| Q2 24 | $43.8M | $52.6M |
| Q1 26 | — | 9.6% | ||
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | — | ||
| Q1 25 | 79.3% | — | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 80.9% | — |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 1.0% | 2.5% | ||
| Q3 25 | -0.7% | 2.2% | ||
| Q2 25 | -4.3% | 4.6% | ||
| Q1 25 | -1.6% | 3.4% | ||
| Q4 24 | 1.3% | 4.8% | ||
| Q3 24 | 2.9% | 5.2% | ||
| Q2 24 | 2.0% | 5.6% |
| Q1 26 | — | 3.4% | ||
| Q4 25 | 4.9% | 2.0% | ||
| Q3 25 | 3.8% | 1.6% | ||
| Q2 25 | 0.3% | 3.5% | ||
| Q1 25 | 3.2% | 2.6% | ||
| Q4 24 | 6.2% | 3.8% | ||
| Q3 24 | 7.5% | 4.1% | ||
| Q2 24 | 6.8% | 4.3% |
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.13 | $0.70 | ||
| Q3 25 | $0.10 | $0.56 | ||
| Q2 25 | $0.01 | $1.20 | ||
| Q1 25 | $0.07 | $0.85 | ||
| Q4 24 | $0.14 | $1.30 | ||
| Q3 24 | $0.14 | $1.41 | ||
| Q2 24 | $0.12 | $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 | $401.3M | $411.0M |
| Total DebtLower is stronger | — | $26.1M |
| Stockholders' EquityBook value | $3.7B | $799.0M |
| Total Assets | $6.6B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $411.0M | ||
| Q4 25 | $401.3M | $452.2M | ||
| Q3 25 | $540.6M | $434.4M | ||
| Q2 25 | $489.0M | $426.2M | ||
| Q1 25 | $1.1B | $473.4M | ||
| Q4 24 | $1.2B | $566.6M | ||
| Q3 24 | $337.4M | $531.3M | ||
| Q2 24 | $411.0M | $504.0M |
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | — | $799.0M | ||
| Q4 25 | $3.7B | $795.7M | ||
| Q3 25 | $3.4B | $888.7M | ||
| Q2 25 | $3.2B | $921.8M | ||
| Q1 25 | $2.9B | $930.8M | ||
| Q4 24 | $2.7B | $972.4M | ||
| Q3 24 | $2.6B | $1.0B | ||
| Q2 24 | $2.4B | $1.0B |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $6.6B | $1.6B | ||
| Q3 25 | $6.1B | $1.7B | ||
| Q2 25 | $5.8B | $1.7B | ||
| Q1 25 | $6.0B | $1.7B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $4.6B | $1.8B | ||
| Q2 24 | $4.4B | $1.8B |
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 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 | $327.1M | — |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $72.7M | ||
| Q3 25 | $251.5M | $89.3M | ||
| Q2 25 | $200.1M | $7.1M | ||
| Q1 25 | $271.5M | $55.7M | ||
| Q4 24 | $265.2M | $61.1M | ||
| Q3 24 | $228.7M | $83.1M | ||
| Q2 24 | $164.4M | $48.1M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $70.5M | ||
| Q3 25 | $234.7M | $86.0M | ||
| Q2 25 | $184.9M | $4.7M | ||
| Q1 25 | $262.8M | $53.8M | ||
| Q4 24 | $257.5M | $54.4M | ||
| Q3 24 | $220.3M | $75.6M | ||
| Q2 24 | $160.0M | $40.6M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 6.0% | ||
| Q3 25 | 26.5% | 7.1% | ||
| Q2 25 | 22.4% | 0.4% | ||
| Q1 25 | 34.5% | 4.7% | ||
| Q4 24 | 34.9% | 4.5% | ||
| Q3 24 | 31.9% | 6.2% | ||
| Q2 24 | 24.8% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.2% | ||
| Q3 25 | 1.9% | 0.3% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 1.1% | 0.2% | ||
| Q4 24 | 1.1% | 0.6% | ||
| Q3 24 | 1.2% | 0.6% | ||
| Q2 24 | 0.7% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 3.04× | ||
| Q3 25 | 7.42× | 4.61× | ||
| Q2 25 | 75.58× | 0.17× | ||
| Q1 25 | 11.02× | 1.87× | ||
| Q4 24 | 5.82× | 1.32× | ||
| Q3 24 | 4.42× | 1.66× | ||
| Q2 24 | 3.75× | 0.91× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
LSTR
Segment breakdown not available.
