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Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and STEPAN CO (SCL). Click either name above to swap in a different company.
LANDSTAR SYSTEM INC is the larger business by last-quarter revenue ($1.2B vs $604.5M, roughly 1.9× STEPAN CO). LANDSTAR SYSTEM INC runs the higher net margin — 3.4% vs 3.3%, a 0.1% gap on every dollar of revenue. On growth, STEPAN CO posted the faster year-over-year revenue change (1.9% vs 1.6%). Over the past eight quarters, STEPAN CO's revenue compounded faster (4.2% 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, ...
Stepan Company is an American manufacturer of specialty chemicals headquartered in Northbrook, Illinois. The company was founded in 1932 by Alfred C. Stepan, Jr., and has approximately 2,000 employees. It is currently run by his grandson, F. Quinn Stepan, Jr. The company describes itself as the largest global merchant manufacturer of anionic surfactants, which are used to enhance the foaming and cleaning capabilities of detergents, shampoos, toothpastes, and cosmetics.
LSTR vs SCL — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $604.5M |
| Net Profit | $39.4M | $19.7M |
| Gross Margin | 9.6% | 10.7% |
| Operating Margin | 4.5% | 4.7% |
| Net Margin | 3.4% | 3.3% |
| Revenue YoY | 1.6% | 1.9% |
| Net Profit YoY | 32.3% | — |
| EPS (diluted) | $1.16 | $0.86 |
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 | $604.5M | ||
| Q4 25 | $1.2B | $553.9M | ||
| Q3 25 | $1.2B | $590.3M | ||
| Q2 25 | $1.2B | $594.7M | ||
| Q1 25 | $1.2B | $593.3M | ||
| Q4 24 | $1.2B | $525.6M | ||
| Q3 24 | $1.2B | $546.8M | ||
| Q2 24 | $1.2B | $556.4M |
| Q1 26 | $39.4M | $19.7M | ||
| Q4 25 | $23.9M | $5.0M | ||
| Q3 25 | $19.4M | $10.8M | ||
| Q2 25 | $41.9M | $11.3M | ||
| Q1 25 | $29.8M | $19.7M | ||
| Q4 24 | $46.2M | $3.4M | ||
| Q3 24 | $50.0M | $23.6M | ||
| Q2 24 | $52.6M | $9.5M |
| Q1 26 | 9.6% | 10.7% | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 12.1% | ||
| Q1 25 | — | 12.7% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 12.5% |
| Q1 26 | 4.5% | 4.7% | ||
| Q4 25 | 2.5% | 1.9% | ||
| Q3 25 | 2.2% | 3.7% | ||
| Q2 25 | 4.6% | 3.0% | ||
| Q1 25 | 3.4% | 4.8% | ||
| Q4 24 | 4.8% | 1.5% | ||
| Q3 24 | 5.2% | 4.4% | ||
| Q2 24 | 5.6% | 3.4% |
| Q1 26 | 3.4% | 3.3% | ||
| Q4 25 | 2.0% | 0.9% | ||
| Q3 25 | 1.6% | 1.8% | ||
| Q2 25 | 3.5% | 1.9% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 3.8% | 0.6% | ||
| Q3 24 | 4.1% | 4.3% | ||
| Q2 24 | 4.3% | 1.7% |
| Q1 26 | $1.16 | $0.86 | ||
| Q4 25 | $0.70 | $0.22 | ||
| Q3 25 | $0.56 | $0.47 | ||
| Q2 25 | $1.20 | $0.50 | ||
| Q1 25 | $0.85 | $0.86 | ||
| Q4 24 | $1.30 | $0.14 | ||
| Q3 24 | $1.41 | $1.03 | ||
| Q2 24 | $1.48 | $0.42 |
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 | — |
| Total DebtLower is stronger | $26.1M | $328.4M |
| Stockholders' EquityBook value | $799.0M | $1.2B |
| Total Assets | $1.6B | $2.3B |
| Debt / EquityLower = less leverage | 0.03× | 0.28× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $132.7M | ||
| Q3 25 | $434.4M | $118.5M | ||
| Q2 25 | $426.2M | $88.9M | ||
| Q1 25 | $473.4M | $107.5M | ||
| Q4 24 | $566.6M | $99.7M | ||
| Q3 24 | $531.3M | $147.3M | ||
| Q2 24 | $504.0M | $124.7M |
| Q1 26 | $26.1M | $328.4M | ||
| Q4 25 | $0 | $626.7M | ||
| Q3 25 | $0 | $655.5M | ||
| Q2 25 | $0 | $658.0M | ||
| Q1 25 | $0 | $659.3M | ||
| Q4 24 | $0 | $625.4M | ||
| Q3 24 | $0 | $688.5M | ||
| Q2 24 | $0 | $657.1M |
| Q1 26 | $799.0M | $1.2B | ||
| Q4 25 | $795.7M | $1.2B | ||
| Q3 25 | $888.7M | $1.2B | ||
| Q2 25 | $921.8M | $1.2B | ||
| Q1 25 | $930.8M | $1.2B | ||
| Q4 24 | $972.4M | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $1.0B | $1.2B |
| Q1 26 | $1.6B | $2.3B | ||
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.7B | $2.4B | ||
| Q2 25 | $1.7B | $2.4B | ||
| Q1 25 | $1.7B | $2.4B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.8B | $2.4B | ||
| Q2 24 | $1.8B | $2.3B |
| Q1 26 | 0.03× | 0.28× | ||
| Q4 25 | 0.00× | 0.50× | ||
| Q3 25 | 0.00× | 0.53× | ||
| Q2 25 | 0.00× | 0.53× | ||
| Q1 25 | 0.00× | 0.55× | ||
| Q4 24 | 0.00× | 0.53× | ||
| Q3 24 | 0.00× | 0.56× | ||
| Q2 24 | 0.00× | 0.55× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LSTR
Segment breakdown not available.
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 3% |
