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Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL INC. is the larger business by last-quarter revenue ($1.9B vs $1.2B, roughly 1.6× LANDSTAR SYSTEM INC). SOMNIGROUP INTERNATIONAL INC. runs the higher net margin — 7.5% vs 3.4%, a 4.2% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs 1.6%). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% 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, ...
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
LSTR vs SGI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.9B |
| Net Profit | $39.4M | $140.8M |
| Gross Margin | 9.6% | 44.0% |
| Operating Margin | 4.5% | 13.2% |
| Net Margin | 3.4% | 7.5% |
| Revenue YoY | 1.6% | 54.7% |
| Net Profit YoY | 32.3% | 95.8% |
| EPS (diluted) | $1.16 | $0.71 |
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 | $1.9B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $140.8M | ||
| Q3 25 | $19.4M | $177.4M | ||
| Q2 25 | $41.9M | $99.0M | ||
| Q1 25 | $29.8M | $-33.1M | ||
| Q4 24 | $46.2M | $71.9M | ||
| Q3 24 | $50.0M | $130.0M | ||
| Q2 24 | $52.6M | $106.1M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 44.0% | ||
| Q3 25 | — | 44.9% | ||
| Q2 25 | — | 44.0% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | — | 43.3% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 44.9% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 13.2% | ||
| Q3 25 | 2.2% | 14.8% | ||
| Q2 25 | 4.6% | 9.6% | ||
| Q1 25 | 3.4% | 0.8% | ||
| Q4 24 | 4.8% | 10.6% | ||
| Q3 24 | 5.2% | 15.5% | ||
| Q2 24 | 5.6% | 14.0% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 7.5% | ||
| Q3 25 | 1.6% | 8.4% | ||
| Q2 25 | 3.5% | 5.3% | ||
| Q1 25 | 2.6% | -2.1% | ||
| Q4 24 | 3.8% | 6.0% | ||
| Q3 24 | 4.1% | 10.0% | ||
| Q2 24 | 4.3% | 8.6% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $0.71 | ||
| Q3 25 | $0.56 | $0.83 | ||
| Q2 25 | $1.20 | $0.47 | ||
| Q1 25 | $0.85 | $-0.17 | ||
| Q4 24 | $1.30 | $0.40 | ||
| Q3 24 | $1.41 | $0.73 | ||
| Q2 24 | $1.48 | $0.60 |
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 | $4.6B |
| Stockholders' EquityBook value | $799.0M | $3.1B |
| Total Assets | $1.6B | $11.6B |
| Debt / EquityLower = less leverage | 0.03× | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | — | ||
| Q3 25 | $434.4M | — | ||
| Q2 25 | $426.2M | — | ||
| Q1 25 | $473.4M | — | ||
| Q4 24 | $566.6M | — | ||
| Q3 24 | $531.3M | — | ||
| Q2 24 | $504.0M | — |
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $4.6B | ||
| Q3 25 | $0 | $4.5B | ||
| Q2 25 | $0 | $4.8B | ||
| Q1 25 | $0 | $4.9B | ||
| Q4 24 | $0 | $3.7B | ||
| Q3 24 | $0 | $2.2B | ||
| Q2 24 | $0 | $2.4B |
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $3.1B | ||
| Q3 25 | $888.7M | $3.0B | ||
| Q2 25 | $921.8M | $2.8B | ||
| Q1 25 | $930.8M | $2.7B | ||
| Q4 24 | $972.4M | $559.0M | ||
| Q3 24 | $1.0B | $564.5M | ||
| Q2 24 | $1.0B | $411.8M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $11.6B | ||
| Q3 25 | $1.7B | $11.4B | ||
| Q2 25 | $1.7B | $11.4B | ||
| Q1 25 | $1.7B | $11.3B | ||
| Q4 24 | $1.8B | $6.0B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.8B | $4.6B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 1.47× | ||
| Q3 25 | 0.00× | 1.51× | ||
| Q2 25 | 0.00× | 1.69× | ||
| Q1 25 | 0.00× | 1.79× | ||
| Q4 24 | 0.00× | 6.69× | ||
| Q3 24 | 0.00× | 3.95× | ||
| Q2 24 | 0.00× | 5.92× |
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 | — | $99.4M |
| Free Cash FlowOCF − Capex | — | $41.1M |
| FCF MarginFCF / Revenue | — | 2.2% |
| Capex IntensityCapex / Revenue | — | 3.1% |
| Cash ConversionOCF / Net Profit | — | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | — | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $99.4M | ||
| Q3 25 | $89.3M | $408.2M | ||
| Q2 25 | $7.1M | $186.1M | ||
| Q1 25 | $55.7M | $106.4M | ||
| Q4 24 | $61.1M | $129.1M | ||
| Q3 24 | $83.1M | $256.6M | ||
| Q2 24 | $48.1M | $150.6M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $41.1M | ||
| Q3 25 | $86.0M | $360.3M | ||
| Q2 25 | $4.7M | $149.4M | ||
| Q1 25 | $53.8M | $82.4M | ||
| Q4 24 | $54.4M | $108.2M | ||
| Q3 24 | $75.6M | $240.2M | ||
| Q2 24 | $40.6M | $122.1M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 2.2% | ||
| Q3 25 | 7.1% | 17.0% | ||
| Q2 25 | 0.4% | 7.9% | ||
| Q1 25 | 4.7% | 5.1% | ||
| Q4 24 | 4.5% | 9.0% | ||
| Q3 24 | 6.2% | 18.5% | ||
| Q2 24 | 3.3% | 9.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.1% | ||
| Q3 25 | 0.3% | 2.3% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | 0.2% | 1.5% | ||
| Q4 24 | 0.6% | 1.7% | ||
| Q3 24 | 0.6% | 1.3% | ||
| Q2 24 | 0.6% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 0.71× | ||
| Q3 25 | 4.61× | 2.30× | ||
| Q2 25 | 0.17× | 1.88× | ||
| Q1 25 | 1.87× | — | ||
| Q4 24 | 1.32× | 1.80× | ||
| Q3 24 | 1.66× | 1.97× | ||
| Q2 24 | 0.91× | 1.42× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LSTR
Segment breakdown not available.
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
