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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) 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 $617.8M, roughly 1.9× Hims & Hers Health, Inc.). LANDSTAR SYSTEM INC runs the higher net margin — 3.4% vs 3.3%, a 0.0% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 1.6%). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs -2.2%).
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
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, ...
HIMS vs LSTR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $1.2B |
| Net Profit | $20.6M | $39.4M |
| Gross Margin | 71.9% | 9.6% |
| Operating Margin | 1.5% | 4.5% |
| Net Margin | 3.3% | 3.4% |
| Revenue YoY | 28.4% | 1.6% |
| Net Profit YoY | -20.8% | 32.3% |
| EPS (diluted) | $0.08 | $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 | $617.8M | $1.2B | ||
| Q3 25 | $599.0M | $1.2B | ||
| Q2 25 | $544.8M | $1.2B | ||
| Q1 25 | $586.0M | $1.2B | ||
| Q4 24 | $481.1M | $1.2B | ||
| Q3 24 | $401.6M | $1.2B | ||
| Q2 24 | $315.6M | $1.2B |
| Q1 26 | — | $39.4M | ||
| Q4 25 | $20.6M | $23.9M | ||
| Q3 25 | $15.8M | $19.4M | ||
| Q2 25 | $42.5M | $41.9M | ||
| Q1 25 | $49.5M | $29.8M | ||
| Q4 24 | $26.0M | $46.2M | ||
| Q3 24 | $75.6M | $50.0M | ||
| Q2 24 | $13.3M | $52.6M |
| Q1 26 | — | 9.6% | ||
| Q4 25 | 71.9% | — | ||
| Q3 25 | 73.8% | — | ||
| Q2 25 | 76.4% | — | ||
| Q1 25 | 73.5% | — | ||
| Q4 24 | 76.8% | — | ||
| Q3 24 | 79.2% | — | ||
| Q2 24 | 81.3% | — |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 1.5% | 2.5% | ||
| Q3 25 | 2.0% | 2.2% | ||
| Q2 25 | 4.9% | 4.6% | ||
| Q1 25 | 9.9% | 3.4% | ||
| Q4 24 | 3.9% | 4.8% | ||
| Q3 24 | 5.6% | 5.2% | ||
| Q2 24 | 3.5% | 5.6% |
| Q1 26 | — | 3.4% | ||
| Q4 25 | 3.3% | 2.0% | ||
| Q3 25 | 2.6% | 1.6% | ||
| Q2 25 | 7.8% | 3.5% | ||
| Q1 25 | 8.4% | 2.6% | ||
| Q4 24 | 5.4% | 3.8% | ||
| Q3 24 | 18.8% | 4.1% | ||
| Q2 24 | 4.2% | 4.3% |
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.08 | $0.70 | ||
| Q3 25 | $0.06 | $0.56 | ||
| Q2 25 | $0.17 | $1.20 | ||
| Q1 25 | $0.20 | $0.85 | ||
| Q4 24 | $0.10 | $1.30 | ||
| Q3 24 | $0.32 | $1.41 | ||
| Q2 24 | $0.06 | $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 | $228.6M | $411.0M |
| Total DebtLower is stronger | — | $26.1M |
| Stockholders' EquityBook value | $540.9M | $799.0M |
| Total Assets | $2.2B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $411.0M | ||
| Q4 25 | $228.6M | $452.2M | ||
| Q3 25 | $345.8M | $434.4M | ||
| Q2 25 | $1.1B | $426.2M | ||
| Q1 25 | $273.7M | $473.4M | ||
| Q4 24 | $220.6M | $566.6M | ||
| Q3 24 | $165.5M | $531.3M | ||
| Q2 24 | $129.3M | $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 | $540.9M | $795.7M | ||
| Q3 25 | $581.0M | $888.7M | ||
| Q2 25 | $562.7M | $921.8M | ||
| Q1 25 | $549.3M | $930.8M | ||
| Q4 24 | $476.7M | $972.4M | ||
| Q3 24 | $440.1M | $1.0B | ||
| Q2 24 | $362.0M | $1.0B |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $891.7M | $1.7B | ||
| Q4 24 | $707.5M | $1.8B | ||
| Q3 24 | $602.3M | $1.8B | ||
| Q2 24 | $480.5M | $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 | $61.3M | — |
| Free Cash FlowOCF − Capex | $-2.5M | — |
| FCF MarginFCF / Revenue | -0.4% | — |
| Capex IntensityCapex / Revenue | 10.3% | — |
| Cash ConversionOCF / Net Profit | 2.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $61.3M | $72.7M | ||
| Q3 25 | $148.7M | $89.3M | ||
| Q2 25 | $-19.1M | $7.1M | ||
| Q1 25 | $109.1M | $55.7M | ||
| Q4 24 | $86.4M | $61.1M | ||
| Q3 24 | $85.3M | $83.1M | ||
| Q2 24 | $53.6M | $48.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $70.5M | ||
| Q3 25 | $79.3M | $86.0M | ||
| Q2 25 | $-69.5M | $4.7M | ||
| Q1 25 | $50.1M | $53.8M | ||
| Q4 24 | $59.5M | $54.4M | ||
| Q3 24 | $79.4M | $75.6M | ||
| Q2 24 | $47.6M | $40.6M |
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | 6.0% | ||
| Q3 25 | 13.2% | 7.1% | ||
| Q2 25 | -12.8% | 0.4% | ||
| Q1 25 | 8.5% | 4.7% | ||
| Q4 24 | 12.4% | 4.5% | ||
| Q3 24 | 19.8% | 6.2% | ||
| Q2 24 | 15.1% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 0.2% | ||
| Q3 25 | 11.6% | 0.3% | ||
| Q2 25 | 9.3% | 0.2% | ||
| Q1 25 | 10.1% | 0.2% | ||
| Q4 24 | 5.6% | 0.6% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 1.9% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 3.04× | ||
| Q3 25 | 9.43× | 4.61× | ||
| Q2 25 | -0.45× | 0.17× | ||
| Q1 25 | 2.20× | 1.87× | ||
| Q4 24 | 3.32× | 1.32× | ||
| Q3 24 | 1.13× | 1.66× | ||
| Q2 24 | 4.03× | 0.91× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
