vs
Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.2B, roughly 1.9× LANDSTAR SYSTEM INC). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 3.4%, a 20.1% gap on every dollar of revenue. On growth, LANDSTAR SYSTEM INC posted the faster year-over-year revenue change (1.6% vs -36.8%). Over the past eight quarters, LANDSTAR SYSTEM INC's revenue compounded faster (-2.2% CAGR vs -11.9%).
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, ...
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
LSTR vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.2B | $2.2B |
| Net Profit | $39.4M | $515.8M |
| Gross Margin | 9.6% | — |
| Operating Margin | 4.5% | — |
| Net Margin | 3.4% | 23.5% |
| Revenue YoY | 1.6% | -36.8% |
| Net Profit YoY | 32.3% | 72.6% |
| EPS (diluted) | $1.16 | $6.57 |
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 | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
| Q1 26 | $39.4M | $515.8M | ||
| Q4 25 | $23.9M | $760.5M | ||
| Q3 25 | $19.4M | $916.5M | ||
| Q2 25 | $41.9M | $835.4M | ||
| Q1 25 | $29.8M | $170.0M | ||
| Q4 24 | $46.2M | $-189.7M | ||
| Q3 24 | $50.0M | $1.2B | ||
| Q2 24 | $52.6M | $503.9M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 42.5% | ||
| Q3 25 | 2.2% | 46.3% | ||
| Q2 25 | 4.6% | 41.8% | ||
| Q1 25 | 3.4% | -2.0% | ||
| Q4 24 | 4.8% | -3.6% | ||
| Q3 24 | 5.2% | 43.7% | ||
| Q2 24 | 5.6% | 25.0% |
| Q1 26 | 3.4% | 23.5% | ||
| Q4 25 | 2.0% | 25.6% | ||
| Q3 25 | 1.6% | 28.7% | ||
| Q2 25 | 3.5% | 26.1% | ||
| Q1 25 | 2.6% | 4.9% | ||
| Q4 24 | 3.8% | -8.3% | ||
| Q3 24 | 4.1% | 29.8% | ||
| Q2 24 | 4.3% | 17.8% |
| Q1 26 | $1.16 | $6.57 | ||
| Q4 25 | $0.70 | $16.16 | ||
| Q3 25 | $0.56 | $19.40 | ||
| Q2 25 | $1.20 | $17.20 | ||
| Q1 25 | $0.85 | $3.27 | ||
| Q4 24 | $1.30 | $-3.76 | ||
| Q3 24 | $1.41 | $22.62 | ||
| Q2 24 | $1.48 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | $26.1M | — |
| Stockholders' EquityBook value | $799.0M | $4.3B |
| Total Assets | $1.6B | $53.7B |
| Debt / EquityLower = less leverage | 0.03× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | $1.6B | ||
| Q4 25 | $452.2M | $1.7B | ||
| Q3 25 | $434.4M | $1.7B | ||
| Q2 25 | $426.2M | $1.4B | ||
| Q1 25 | $473.4M | $1.6B | ||
| Q4 24 | $566.6M | $1.7B | ||
| Q3 24 | $531.3M | $1.6B | ||
| Q2 24 | $504.0M | $1.6B |
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $2.3B | ||
| Q3 25 | $0 | $2.2B | ||
| Q2 25 | $0 | $2.3B | ||
| Q1 25 | $0 | $2.8B | ||
| Q4 24 | $0 | $1.9B | ||
| Q3 24 | $0 | $1.9B | ||
| Q2 24 | $0 | $2.0B |
| Q1 26 | $799.0M | $4.3B | ||
| Q4 25 | $795.7M | $11.6B | ||
| Q3 25 | $888.7M | $11.5B | ||
| Q2 25 | $921.8M | $10.8B | ||
| Q1 25 | $930.8M | $10.3B | ||
| Q4 24 | $972.4M | $10.6B | ||
| Q3 24 | $1.0B | $11.2B | ||
| Q2 24 | $1.0B | $10.2B |
| Q1 26 | $1.6B | $53.7B | ||
| Q4 25 | $1.6B | $53.8B | ||
| Q3 25 | $1.7B | $54.5B | ||
| Q2 25 | $1.7B | $54.7B | ||
| Q1 25 | $1.7B | $53.6B | ||
| Q4 24 | $1.8B | $50.7B | ||
| Q3 24 | $1.8B | $52.8B | ||
| Q2 24 | $1.8B | $51.6B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 0.20× | ||
| Q3 25 | 0.00× | 0.19× | ||
| Q2 25 | 0.00× | 0.21× | ||
| Q1 25 | 0.00× | 0.27× | ||
| Q4 24 | 0.00× | 0.18× | ||
| Q3 24 | 0.00× | 0.17× | ||
| Q2 24 | 0.00× | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.