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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

Bigger by revenue
RNR
RNR
1.9× larger
RNR
$2.2B
$1.2B
LSTR
Growing faster (revenue YoY)
LSTR
LSTR
+38.4% gap
LSTR
1.6%
-36.8%
RNR
Higher net margin
RNR
RNR
20.1% more per $
RNR
23.5%
3.4%
LSTR
Faster 2-yr revenue CAGR
LSTR
LSTR
Annualised
LSTR
-2.2%
-11.9%
RNR

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
LSTR
LSTR
RNR
RNR
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.

Revenue
LSTR
LSTR
RNR
RNR
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
Net Profit
LSTR
LSTR
RNR
RNR
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
Gross Margin
LSTR
LSTR
RNR
RNR
Q1 26
9.6%
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Operating Margin
LSTR
LSTR
RNR
RNR
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%
Net Margin
LSTR
LSTR
RNR
RNR
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%
EPS (diluted)
LSTR
LSTR
RNR
RNR
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
LSTR
LSTR
RNR
RNR
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.

Cash + ST Investments
LSTR
LSTR
RNR
RNR
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
Total Debt
LSTR
LSTR
RNR
RNR
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
Stockholders' Equity
LSTR
LSTR
RNR
RNR
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
Total Assets
LSTR
LSTR
RNR
RNR
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
Debt / Equity
LSTR
LSTR
RNR
RNR
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.

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