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Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
LANDSTAR SYSTEM INC is the larger business by last-quarter revenue ($1.2B vs $745.1M, roughly 1.6× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 3.4%, a 13.1% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 1.6%). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs -2.2%).
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, ...
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
LSTR vs LTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $745.1M |
| Net Profit | $39.4M | $123.0M |
| Gross Margin | 9.6% | 49.1% |
| Operating Margin | 4.5% | 17.4% |
| Net Margin | 3.4% | 16.5% |
| Revenue YoY | 1.6% | 12.3% |
| Net Profit YoY | 32.3% | 231.0% |
| EPS (diluted) | $1.16 | $0.55 |
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 | $1.2B | $745.1M | ||
| Q3 25 | $1.2B | $782.6M | ||
| Q2 25 | $1.2B | $761.5M | ||
| Q1 25 | $1.2B | $706.0M | ||
| Q4 24 | $1.2B | $663.3M | ||
| Q3 24 | $1.2B | $693.2M | ||
| Q2 24 | $1.2B | $667.8M |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $123.0M | ||
| Q3 25 | $19.4M | $102.4M | ||
| Q2 25 | $41.9M | $72.1M | ||
| Q1 25 | $29.8M | $76.1M | ||
| Q4 24 | $46.2M | $37.2M | ||
| Q3 24 | $50.0M | $41.4M | ||
| Q2 24 | $52.6M | $52.8M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 49.1% | ||
| Q3 25 | — | 47.1% | ||
| Q2 25 | — | 47.0% | ||
| Q1 25 | — | 47.5% | ||
| Q4 24 | — | 48.2% | ||
| Q3 24 | — | 46.5% | ||
| Q2 24 | — | 46.8% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 17.4% | ||
| Q3 25 | 2.2% | 17.3% | ||
| Q2 25 | 4.6% | 14.2% | ||
| Q1 25 | 3.4% | 15.2% | ||
| Q4 24 | 4.8% | 13.1% | ||
| Q3 24 | 5.2% | 13.5% | ||
| Q2 24 | 5.6% | 15.7% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 16.5% | ||
| Q3 25 | 1.6% | 13.1% | ||
| Q2 25 | 3.5% | 9.5% | ||
| Q1 25 | 2.6% | 10.8% | ||
| Q4 24 | 3.8% | 5.6% | ||
| Q3 24 | 4.1% | 6.0% | ||
| Q2 24 | 4.3% | 7.9% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $0.55 | ||
| Q3 25 | $0.56 | $0.45 | ||
| Q2 25 | $1.20 | $0.32 | ||
| Q1 25 | $0.85 | $0.34 | ||
| Q4 24 | $1.30 | $0.17 | ||
| Q3 24 | $1.41 | $0.19 | ||
| Q2 24 | $1.48 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $411.0M | $204.8M |
| Total DebtLower is stronger | $26.1M | $1.5B |
| Stockholders' EquityBook value | $799.0M | $3.1B |
| Total Assets | $1.6B | $8.0B |
| Debt / EquityLower = less leverage | 0.03× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $204.8M | ||
| Q3 25 | $434.4M | $218.9M | ||
| Q2 25 | $426.2M | $175.5M | ||
| Q1 25 | $473.4M | $59.0M | ||
| Q4 24 | $566.6M | $10.9M | ||
| Q3 24 | $531.3M | $120.9M | ||
| Q2 24 | $504.0M | $34.5M |
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $1.5B | ||
| Q3 25 | $0 | $1.5B | ||
| Q2 25 | $0 | $1.5B | ||
| Q1 25 | $0 | $1.5B | ||
| Q4 24 | $0 | $1.5B | ||
| Q3 24 | $0 | $1.7B | ||
| Q2 24 | $0 | $1.8B |
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $3.1B | ||
| Q3 25 | $888.7M | $3.0B | ||
| Q2 25 | $921.8M | $2.9B | ||
| Q1 25 | $930.8M | $2.7B | ||
| Q4 24 | $972.4M | $2.6B | ||
| Q3 24 | $1.0B | $2.6B | ||
| Q2 24 | $1.0B | $2.4B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $8.0B | ||
| Q3 25 | $1.7B | $7.8B | ||
| Q2 25 | $1.7B | $7.6B | ||
| Q1 25 | $1.7B | $7.3B | ||
| Q4 24 | $1.8B | $7.2B | ||
| Q3 24 | $1.8B | $7.2B | ||
| Q2 24 | $1.8B | $7.1B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.48× | ||
| Q3 25 | 0.00× | 0.51× | ||
| Q2 25 | 0.00× | 0.53× | ||
| Q1 25 | 0.00× | 0.56× | ||
| Q4 24 | 0.00× | 0.59× | ||
| Q3 24 | 0.00× | 0.64× | ||
| Q2 24 | 0.00× | 0.78× |
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 | — | $239.9M |
| Free Cash FlowOCF − Capex | — | $-64.6M |
| FCF MarginFCF / Revenue | — | -8.7% |
| Capex IntensityCapex / Revenue | — | 40.9% |
| Cash ConversionOCF / Net Profit | — | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $239.9M | ||
| Q3 25 | $89.3M | $251.1M | ||
| Q2 25 | $7.1M | $195.7M | ||
| Q1 25 | $55.7M | $183.9M | ||
| Q4 24 | $61.1M | $163.1M | ||
| Q3 24 | $83.1M | $151.1M | ||
| Q2 24 | $48.1M | $170.4M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $-64.6M | ||
| Q3 25 | $86.0M | $28.6M | ||
| Q2 25 | $4.7M | $-26.3M | ||
| Q1 25 | $53.8M | $41.4M | ||
| Q4 24 | $54.4M | $26.8M | ||
| Q3 24 | $75.6M | $64.0M | ||
| Q2 24 | $40.6M | $26.1M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | -8.7% | ||
| Q3 25 | 7.1% | 3.7% | ||
| Q2 25 | 0.4% | -3.5% | ||
| Q1 25 | 4.7% | 5.9% | ||
| Q4 24 | 4.5% | 4.0% | ||
| Q3 24 | 6.2% | 9.2% | ||
| Q2 24 | 3.3% | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 40.9% | ||
| Q3 25 | 0.3% | 28.4% | ||
| Q2 25 | 0.2% | 29.2% | ||
| Q1 25 | 0.2% | 20.2% | ||
| Q4 24 | 0.6% | 20.6% | ||
| Q3 24 | 0.6% | 12.6% | ||
| Q2 24 | 0.6% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 1.95× | ||
| Q3 25 | 4.61× | 2.45× | ||
| Q2 25 | 0.17× | 2.71× | ||
| Q1 25 | 1.87× | 2.41× | ||
| Q4 24 | 1.32× | 4.39× | ||
| Q3 24 | 1.66× | 3.65× | ||
| Q2 24 | 0.91× | 3.23× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LSTR
Segment breakdown not available.
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
