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Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and SELECTIVE INSURANCE GROUP INC (SIGI). Click either name above to swap in a different company.
SELECTIVE INSURANCE GROUP INC is the larger business by last-quarter revenue ($1.4B vs $1.2B, roughly 1.2× LANDSTAR SYSTEM INC). SELECTIVE INSURANCE GROUP INC runs the higher net margin — 7.2% vs 3.4%, a 3.8% gap on every dollar of revenue. On growth, SELECTIVE INSURANCE GROUP INC posted the faster year-over-year revenue change (5.7% vs 1.6%). Over the past eight quarters, SELECTIVE INSURANCE GROUP INC's revenue compounded faster (6.6% 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, ...
Selective Insurance Group Inc. is a U.S.-based insurance holding company that provides a comprehensive portfolio of property and casualty insurance products, including personal auto, home insurance, commercial property, liability, and workers' compensation coverage. It primarily serves small and medium-sized businesses, individual consumers, and nonprofits across the U.S., distributing offerings via a network of independent insurance agents.
LSTR vs SIGI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.4B |
| Net Profit | $39.4M | $97.7M |
| Gross Margin | 9.6% | — |
| Operating Margin | 4.5% | — |
| Net Margin | 3.4% | 7.2% |
| Revenue YoY | 1.6% | 5.7% |
| Net Profit YoY | 32.3% | — |
| EPS (diluted) | $1.16 | $1.58 |
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 | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | $39.4M | $97.7M | ||
| Q4 25 | $23.9M | $155.2M | ||
| Q3 25 | $19.4M | $115.3M | ||
| Q2 25 | $41.9M | $85.9M | ||
| Q1 25 | $29.8M | $109.9M | ||
| Q4 24 | $46.2M | $95.5M | ||
| Q3 24 | $50.0M | $92.3M | ||
| Q2 24 | $52.6M | $-63.3M |
| 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% | 14.4% | ||
| Q3 25 | 2.2% | 10.7% | ||
| Q2 25 | 4.6% | 8.2% | ||
| Q1 25 | 3.4% | 10.8% | ||
| Q4 24 | 4.8% | 9.5% | ||
| Q3 24 | 5.2% | 9.4% | ||
| Q2 24 | 5.6% | -6.7% |
| Q1 26 | 3.4% | 7.2% | ||
| Q4 25 | 2.0% | 11.4% | ||
| Q3 25 | 1.6% | 8.5% | ||
| Q2 25 | 3.5% | 6.5% | ||
| Q1 25 | 2.6% | 8.6% | ||
| Q4 24 | 3.8% | 7.6% | ||
| Q3 24 | 4.1% | 7.4% | ||
| Q2 24 | 4.3% | -5.3% |
| Q1 26 | $1.16 | $1.58 | ||
| Q4 25 | $0.70 | $2.52 | ||
| Q3 25 | $0.56 | $1.85 | ||
| Q2 25 | $1.20 | $1.36 | ||
| Q1 25 | $0.85 | $1.76 | ||
| Q4 24 | $1.30 | $1.53 | ||
| Q3 24 | $1.41 | $1.47 | ||
| Q2 24 | $1.48 | $-1.08 |
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 | $451.8M |
| Total DebtLower is stronger | $26.1M | $901.4M |
| Stockholders' EquityBook value | $799.0M | $3.6B |
| Total Assets | $1.6B | $15.3B |
| Debt / EquityLower = less leverage | 0.03× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | $451.8M | ||
| 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 | $901.4M | ||
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | $507.9M | ||
| Q3 24 | $0 | $508.2M | ||
| Q2 24 | $0 | $508.8M |
| Q1 26 | $799.0M | $3.6B | ||
| Q4 25 | $795.7M | $3.6B | ||
| Q3 25 | $888.7M | $3.5B | ||
| Q2 25 | $921.8M | $3.4B | ||
| Q1 25 | $930.8M | $3.3B | ||
| Q4 24 | $972.4M | $3.1B | ||
| Q3 24 | $1.0B | $3.2B | ||
| Q2 24 | $1.0B | $2.9B |
| Q1 26 | $1.6B | $15.3B | ||
| Q4 25 | $1.6B | $15.2B | ||
| Q3 25 | $1.7B | $15.0B | ||
| Q2 25 | $1.7B | $14.5B | ||
| Q1 25 | $1.7B | $14.2B | ||
| Q4 24 | $1.8B | $13.5B | ||
| Q3 24 | $1.8B | $13.5B | ||
| Q2 24 | $1.8B | $12.6B |
| Q1 26 | 0.03× | 0.25× | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 0.16× | ||
| Q3 24 | 0.00× | 0.16× | ||
| Q2 24 | 0.00× | 0.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
