vs
Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and Take-Two Interactive (TTWO). Click either name above to swap in a different company.
Take-Two Interactive is the larger business by last-quarter revenue ($1.7B vs $1.2B, roughly 1.5× LANDSTAR SYSTEM INC). LANDSTAR SYSTEM INC runs the higher net margin — 3.4% vs -5.5%, a 8.8% gap on every dollar of revenue. On growth, Take-Two Interactive posted the faster year-over-year revenue change (24.9% vs 1.6%). Over the past eight quarters, Take-Two Interactive's revenue compounded faster (10.2% 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, ...
Take-Two Interactive Software, Inc. is an American video game holding company based in New York City founded by Ryan Brant in September 1993.
LSTR vs TTWO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.2B | $1.7B |
| Net Profit | $39.4M | $-92.9M |
| Gross Margin | 9.6% | 55.7% |
| Operating Margin | 4.5% | -2.3% |
| Net Margin | 3.4% | -5.5% |
| Revenue YoY | 1.6% | 24.9% |
| Net Profit YoY | 32.3% | 25.8% |
| EPS (diluted) | $1.16 | $-0.50 |
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 | $1.7B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.3B |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $-92.9M | ||
| Q3 25 | $19.4M | $-133.9M | ||
| Q2 25 | $41.9M | $-11.9M | ||
| Q1 25 | $29.8M | $-3.7B | ||
| Q4 24 | $46.2M | $-125.2M | ||
| Q3 24 | $50.0M | $-365.5M | ||
| Q2 24 | $52.6M | $-262.0M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 55.7% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 50.8% | ||
| Q4 24 | — | 55.9% | ||
| Q3 24 | — | 53.8% | ||
| Q2 24 | — | 57.6% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | -2.3% | ||
| Q3 25 | 2.2% | -5.5% | ||
| Q2 25 | 4.6% | 1.4% | ||
| Q1 25 | 3.4% | -238.7% | ||
| Q4 24 | 4.8% | -9.7% | ||
| Q3 24 | 5.2% | -22.0% | ||
| Q2 24 | 5.6% | -13.8% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | -5.5% | ||
| Q3 25 | 1.6% | -7.5% | ||
| Q2 25 | 3.5% | -0.8% | ||
| Q1 25 | 2.6% | -235.5% | ||
| Q4 24 | 3.8% | -9.2% | ||
| Q3 24 | 4.1% | -27.0% | ||
| Q2 24 | 4.3% | -19.6% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $-0.50 | ||
| Q3 25 | $0.56 | $-0.73 | ||
| Q2 25 | $1.20 | $-0.07 | ||
| Q1 25 | $0.85 | $-21.27 | ||
| Q4 24 | $1.30 | $-0.71 | ||
| Q3 24 | $1.41 | $-2.08 | ||
| Q2 24 | $1.48 | $-1.52 |
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 | $2.4B |
| Total DebtLower is stronger | $26.1M | — |
| Stockholders' EquityBook value | $799.0M | $3.5B |
| Total Assets | $1.6B | $10.0B |
| Debt / EquityLower = less leverage | 0.03× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $2.4B | ||
| Q3 25 | $434.4M | $2.1B | ||
| Q2 25 | $426.2M | $2.0B | ||
| Q1 25 | $473.4M | $1.5B | ||
| Q4 24 | $566.6M | $1.2B | ||
| Q3 24 | $531.3M | $879.6M | ||
| Q2 24 | $504.0M | $1.1B |
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $3.5B | ||
| Q3 25 | $888.7M | $3.4B | ||
| Q2 25 | $921.8M | $3.5B | ||
| Q1 25 | $930.8M | $2.1B | ||
| Q4 24 | $972.4M | $5.7B | ||
| Q3 24 | $1.0B | $5.8B | ||
| Q2 24 | $1.0B | $6.0B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $10.0B | ||
| Q3 25 | $1.7B | $10.1B | ||
| Q2 25 | $1.7B | $9.7B | ||
| Q1 25 | $1.7B | $9.2B | ||
| Q4 24 | $1.8B | $12.7B | ||
| Q3 24 | $1.8B | $13.1B | ||
| Q2 24 | $1.8B | $12.9B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | — | $305.2M |
| Free Cash FlowOCF − Capex | — | $236.2M |
| FCF MarginFCF / Revenue | — | 13.9% |
| Capex IntensityCapex / Revenue | — | 4.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $487.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $305.2M | ||
| Q3 25 | $89.3M | $128.4M | ||
| Q2 25 | $7.1M | $-44.7M | ||
| Q1 25 | $55.7M | $279.0M | ||
| Q4 24 | $61.1M | $-4.8M | ||
| Q3 24 | $83.1M | $-128.4M | ||
| Q2 24 | $48.1M | $-191.0M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $236.2M | ||
| Q3 25 | $86.0M | $96.5M | ||
| Q2 25 | $4.7M | $-69.8M | ||
| Q1 25 | $53.8M | $224.9M | ||
| Q4 24 | $54.4M | $-48.2M | ||
| Q3 24 | $75.6M | $-165.2M | ||
| Q2 24 | $40.6M | $-226.1M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 13.9% | ||
| Q3 25 | 7.1% | 5.4% | ||
| Q2 25 | 0.4% | -4.6% | ||
| Q1 25 | 4.7% | 14.2% | ||
| Q4 24 | 4.5% | -3.5% | ||
| Q3 24 | 6.2% | -12.2% | ||
| Q2 24 | 3.3% | -16.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 4.1% | ||
| Q3 25 | 0.3% | 1.8% | ||
| Q2 25 | 0.2% | 1.7% | ||
| Q1 25 | 0.2% | 3.4% | ||
| Q4 24 | 0.6% | 3.2% | ||
| Q3 24 | 0.6% | 2.7% | ||
| Q2 24 | 0.6% | 2.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | — | ||
| Q3 25 | 4.61× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 1.87× | — | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 1.66× | — | ||
| Q2 24 | 0.91× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.