vs
Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and RH (RH). Click either name above to swap in a different company.
LANDSTAR SYSTEM INC is the larger business by last-quarter revenue ($1.2B vs $883.8M, roughly 1.3× RH). RH runs the higher net margin — 4.1% vs 3.4%, a 0.7% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 1.6%). Over the past eight quarters, RH's revenue compounded faster (9.4% 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, ...
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
LSTR vs RH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $883.8M |
| Net Profit | $39.4M | $36.3M |
| Gross Margin | 9.6% | 44.1% |
| Operating Margin | 4.5% | 12.0% |
| Net Margin | 3.4% | 4.1% |
| Revenue YoY | 1.6% | 8.9% |
| Net Profit YoY | 32.3% | 9.3% |
| EPS (diluted) | $1.16 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $1.2B | $899.2M | ||
| Q2 25 | $1.2B | $814.0M | ||
| Q1 25 | $1.2B | $812.4M | ||
| Q4 24 | $1.2B | $811.7M | ||
| Q3 24 | $1.2B | $829.7M | ||
| Q2 24 | $1.2B | $727.0M |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $36.3M | ||
| Q3 25 | $19.4M | $51.7M | ||
| Q2 25 | $41.9M | $8.0M | ||
| Q1 25 | $29.8M | $13.9M | ||
| Q4 24 | $46.2M | $33.2M | ||
| Q3 24 | $50.0M | $29.0M | ||
| Q2 24 | $52.6M | $-3.6M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 44.1% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | — | 43.7% | ||
| Q1 25 | — | 44.7% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.5% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 12.0% | ||
| Q3 25 | 2.2% | 14.3% | ||
| Q2 25 | 4.6% | 6.9% | ||
| Q1 25 | 3.4% | 8.7% | ||
| Q4 24 | 4.8% | 12.5% | ||
| Q3 24 | 5.2% | 11.6% | ||
| Q2 24 | 5.6% | 7.5% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 4.1% | ||
| Q3 25 | 1.6% | 5.8% | ||
| Q2 25 | 3.5% | 1.0% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 3.8% | 4.1% | ||
| Q3 24 | 4.1% | 3.5% | ||
| Q2 24 | 4.3% | -0.5% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $1.83 | ||
| Q3 25 | $0.56 | $2.62 | ||
| Q2 25 | $1.20 | $0.40 | ||
| Q1 25 | $0.85 | $0.71 | ||
| Q4 24 | $1.30 | $1.66 | ||
| Q3 24 | $1.41 | $1.45 | ||
| Q2 24 | $1.48 | $-0.20 |
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 | $43.1M |
| Total DebtLower is stronger | $26.1M | — |
| Stockholders' EquityBook value | $799.0M | $3.3M |
| Total Assets | $1.6B | $4.8B |
| Debt / EquityLower = less leverage | 0.03× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $43.1M | ||
| Q3 25 | $434.4M | $34.6M | ||
| Q2 25 | $426.2M | $46.1M | ||
| Q1 25 | $473.4M | $30.4M | ||
| Q4 24 | $566.6M | $87.0M | ||
| Q3 24 | $531.3M | $78.3M | ||
| Q2 24 | $504.0M | $101.8M |
| 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 | $795.7M | $3.3M | ||
| Q3 25 | $888.7M | $-40.9M | ||
| Q2 25 | $921.8M | $-110.8M | ||
| Q1 25 | $930.8M | $-163.6M | ||
| Q4 24 | $972.4M | $-183.0M | ||
| Q3 24 | $1.0B | $-234.7M | ||
| Q2 24 | $1.0B | $-289.9M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $4.8B | ||
| Q3 25 | $1.7B | $4.7B | ||
| Q2 25 | $1.7B | $4.7B | ||
| Q1 25 | $1.7B | $4.6B | ||
| Q4 24 | $1.8B | $4.5B | ||
| Q3 24 | $1.8B | $4.4B | ||
| Q2 24 | $1.8B | $4.2B |
| 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 | — | $131.9M |
| Free Cash FlowOCF − Capex | — | $83.0M |
| FCF MarginFCF / Revenue | — | 9.4% |
| Capex IntensityCapex / Revenue | — | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $131.9M | ||
| Q3 25 | $89.3M | $137.7M | ||
| Q2 25 | $7.1M | $86.6M | ||
| Q1 25 | $55.7M | $-18.8M | ||
| Q4 24 | $61.1M | $-31.4M | ||
| Q3 24 | $83.1M | $11.2M | ||
| Q2 24 | $48.1M | $56.1M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $83.0M | ||
| Q3 25 | $86.0M | $80.7M | ||
| Q2 25 | $4.7M | $34.1M | ||
| Q1 25 | $53.8M | $-69.7M | ||
| Q4 24 | $54.4M | $-96.0M | ||
| Q3 24 | $75.6M | $-37.9M | ||
| Q2 24 | $40.6M | $-10.1M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 9.4% | ||
| Q3 25 | 7.1% | 9.0% | ||
| Q2 25 | 0.4% | 4.2% | ||
| Q1 25 | 4.7% | -8.6% | ||
| Q4 24 | 4.5% | -11.8% | ||
| Q3 24 | 6.2% | -4.6% | ||
| Q2 24 | 3.3% | -1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 5.5% | ||
| Q3 25 | 0.3% | 6.3% | ||
| Q2 25 | 0.2% | 6.5% | ||
| Q1 25 | 0.2% | 6.3% | ||
| Q4 24 | 0.6% | 8.0% | ||
| Q3 24 | 0.6% | 5.9% | ||
| Q2 24 | 0.6% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 3.64× | ||
| Q3 25 | 4.61× | 2.66× | ||
| Q2 25 | 0.17× | 10.78× | ||
| Q1 25 | 1.87× | -1.35× | ||
| Q4 24 | 1.32× | -0.95× | ||
| Q3 24 | 1.66× | 0.39× | ||
| Q2 24 | 0.91× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LSTR
Segment breakdown not available.
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
