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Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $1.2B, roughly 1.3× LANDSTAR SYSTEM INC). LANDSTAR SYSTEM INC runs the higher net margin — 3.4% vs -13.6%, a 17.0% gap on every dollar of revenue. On growth, LANDSTAR SYSTEM INC posted the faster year-over-year revenue change (1.6% vs -5.3%). Over the past eight quarters, LANDSTAR SYSTEM INC's revenue compounded faster (-2.2% CAGR vs -3.6%).
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, ...
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
LSTR vs OGN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.5B |
| Net Profit | $39.4M | $-205.0M |
| Gross Margin | 9.6% | 49.2% |
| Operating Margin | 4.5% | -9.8% |
| Net Margin | 3.4% | -13.6% |
| Revenue YoY | 1.6% | -5.3% |
| Net Profit YoY | 32.3% | -288.1% |
| EPS (diluted) | $1.16 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $-205.0M | ||
| Q3 25 | $19.4M | $160.0M | ||
| Q2 25 | $41.9M | $145.0M | ||
| Q1 25 | $29.8M | $87.0M | ||
| Q4 24 | $46.2M | $109.0M | ||
| Q3 24 | $50.0M | $359.0M | ||
| Q2 24 | $52.6M | $195.0M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 49.2% | ||
| Q3 25 | — | 53.5% | ||
| Q2 25 | — | 54.8% | ||
| Q1 25 | — | 55.6% | ||
| Q4 24 | — | 56.3% | ||
| Q3 24 | — | 58.3% | ||
| Q2 24 | — | 58.4% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | -9.8% | ||
| Q3 25 | 2.2% | 15.2% | ||
| Q2 25 | 4.6% | 14.4% | ||
| Q1 25 | 3.4% | 6.7% | ||
| Q4 24 | 4.8% | 8.1% | ||
| Q3 24 | 5.2% | 13.1% | ||
| Q2 24 | 5.6% | 14.6% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | -13.6% | ||
| Q3 25 | 1.6% | 10.0% | ||
| Q2 25 | 3.5% | 9.1% | ||
| Q1 25 | 2.6% | 5.8% | ||
| Q4 24 | 3.8% | 6.8% | ||
| Q3 24 | 4.1% | 22.7% | ||
| Q2 24 | 4.3% | 12.1% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $-0.78 | ||
| Q3 25 | $0.56 | $0.61 | ||
| Q2 25 | $1.20 | $0.56 | ||
| Q1 25 | $0.85 | $0.33 | ||
| Q4 24 | $1.30 | $0.42 | ||
| Q3 24 | $1.41 | $1.38 | ||
| Q2 24 | $1.48 | $0.75 |
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 | $574.0M |
| Total DebtLower is stronger | $26.1M | $8.6B |
| Stockholders' EquityBook value | $799.0M | $752.0M |
| Total Assets | $1.6B | $12.9B |
| Debt / EquityLower = less leverage | 0.03× | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $574.0M | ||
| Q3 25 | $434.4M | $672.0M | ||
| Q2 25 | $426.2M | $599.0M | ||
| Q1 25 | $473.4M | $547.0M | ||
| Q4 24 | $566.6M | $675.0M | ||
| Q3 24 | $531.3M | $763.0M | ||
| Q2 24 | $504.0M | $704.0M |
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $8.6B | ||
| Q3 25 | $0 | $8.8B | ||
| Q2 25 | $0 | $8.9B | ||
| Q1 25 | $0 | $9.0B | ||
| Q4 24 | $0 | $8.9B | ||
| Q3 24 | $0 | $8.7B | ||
| Q2 24 | $0 | $8.7B |
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $752.0M | ||
| Q3 25 | $888.7M | $906.0M | ||
| Q2 25 | $921.8M | $733.0M | ||
| Q1 25 | $930.8M | $542.0M | ||
| Q4 24 | $972.4M | $472.0M | ||
| Q3 24 | $1.0B | $493.0M | ||
| Q2 24 | $1.0B | $144.0M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $12.9B | ||
| Q3 25 | $1.7B | $13.6B | ||
| Q2 25 | $1.7B | $13.5B | ||
| Q1 25 | $1.7B | $13.2B | ||
| Q4 24 | $1.8B | $13.1B | ||
| Q3 24 | $1.8B | $12.8B | ||
| Q2 24 | $1.8B | $12.2B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 11.49× | ||
| Q3 25 | 0.00× | 9.74× | ||
| Q2 25 | 0.00× | 12.14× | ||
| Q1 25 | 0.00× | 16.52× | ||
| Q4 24 | 0.00× | 18.81× | ||
| Q3 24 | 0.00× | 17.75× | ||
| Q2 24 | 0.00× | 60.11× |
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 | — | $141.0M |
| Free Cash FlowOCF − Capex | — | $96.0M |
| FCF MarginFCF / Revenue | — | 6.4% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $141.0M | ||
| Q3 25 | $89.3M | $264.0M | ||
| Q2 25 | $7.1M | $220.0M | ||
| Q1 25 | $55.7M | $75.0M | ||
| Q4 24 | $61.1M | $390.0M | ||
| Q3 24 | $83.1M | $141.0M | ||
| Q2 24 | $48.1M | $332.0M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $96.0M | ||
| Q3 25 | $86.0M | $218.0M | ||
| Q2 25 | $4.7M | $181.0M | ||
| Q1 25 | $53.8M | $43.0M | ||
| Q4 24 | $54.4M | $335.0M | ||
| Q3 24 | $75.6M | $99.0M | ||
| Q2 24 | $40.6M | $300.0M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 6.4% | ||
| Q3 25 | 7.1% | 13.6% | ||
| Q2 25 | 0.4% | 11.4% | ||
| Q1 25 | 4.7% | 2.8% | ||
| Q4 24 | 4.5% | 21.0% | ||
| Q3 24 | 6.2% | 6.3% | ||
| Q2 24 | 3.3% | 18.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.0% | ||
| Q3 25 | 0.3% | 2.9% | ||
| Q2 25 | 0.2% | 2.4% | ||
| Q1 25 | 0.2% | 2.1% | ||
| Q4 24 | 0.6% | 3.5% | ||
| Q3 24 | 0.6% | 2.7% | ||
| Q2 24 | 0.6% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | — | ||
| Q3 25 | 4.61× | 1.65× | ||
| Q2 25 | 0.17× | 1.52× | ||
| Q1 25 | 1.87× | 0.86× | ||
| Q4 24 | 1.32× | 3.58× | ||
| Q3 24 | 1.66× | 0.39× | ||
| Q2 24 | 0.91× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
