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Side-by-side financial comparison of LANDSTAR SYSTEM INC (LSTR) and Williams-Sonoma, Inc. (WSM). Click either name above to swap in a different company.
Williams-Sonoma, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.2B, roughly 1.6× LANDSTAR SYSTEM INC). Williams-Sonoma, Inc. runs the higher net margin — 12.8% vs 3.4%, a 9.5% gap on every dollar of revenue. On growth, Williams-Sonoma, Inc. posted the faster year-over-year revenue change (4.6% vs 1.6%). Over the past eight quarters, LANDSTAR SYSTEM INC's revenue compounded faster (-2.2% CAGR vs -9.1%).
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, ...
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
LSTR vs WSM — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.9B |
| Net Profit | $39.4M | $241.6M |
| Gross Margin | 9.6% | 46.1% |
| Operating Margin | 4.5% | 17.0% |
| Net Margin | 3.4% | 12.8% |
| Revenue YoY | 1.6% | 4.6% |
| Net Profit YoY | 32.3% | -3.0% |
| EPS (diluted) | $1.16 | $1.96 |
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 | $1.8B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.2B | $2.5B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $241.6M | ||
| Q3 25 | $19.4M | $247.6M | ||
| Q2 25 | $41.9M | $231.3M | ||
| Q1 25 | $29.8M | $384.9M | ||
| Q4 24 | $46.2M | $249.0M | ||
| Q3 24 | $50.0M | $225.7M | ||
| Q2 24 | $52.6M | $265.7M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 46.1% | ||
| Q3 25 | — | 47.1% | ||
| Q2 25 | — | 44.3% | ||
| Q1 25 | — | 45.2% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 46.2% | ||
| Q2 24 | — | 48.3% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 17.0% | ||
| Q3 25 | 2.2% | 17.9% | ||
| Q2 25 | 4.6% | 16.8% | ||
| Q1 25 | 3.4% | 20.1% | ||
| Q4 24 | 4.8% | 17.8% | ||
| Q3 24 | 5.2% | 16.2% | ||
| Q2 24 | 5.6% | 19.5% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 12.8% | ||
| Q3 25 | 1.6% | 13.5% | ||
| Q2 25 | 3.5% | 13.4% | ||
| Q1 25 | 2.6% | 15.6% | ||
| Q4 24 | 3.8% | 13.8% | ||
| Q3 24 | 4.1% | 12.6% | ||
| Q2 24 | 4.3% | 16.0% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $1.96 | ||
| Q3 25 | $0.56 | $2.00 | ||
| Q2 25 | $1.20 | $1.85 | ||
| Q1 25 | $0.85 | $1.02 | ||
| Q4 24 | $1.30 | $1.96 | ||
| Q3 24 | $1.41 | $1.74 | ||
| Q2 24 | $1.48 | $4.07 |
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 | $884.7M |
| Total DebtLower is stronger | $26.1M | — |
| Stockholders' EquityBook value | $799.0M | $2.1B |
| Total Assets | $1.6B | $5.3B |
| Debt / EquityLower = less leverage | 0.03× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $884.7M | ||
| Q3 25 | $434.4M | $985.8M | ||
| Q2 25 | $426.2M | $1.0B | ||
| Q1 25 | $473.4M | $1.2B | ||
| Q4 24 | $566.6M | $826.8M | ||
| Q3 24 | $531.3M | $1.3B | ||
| Q2 24 | $504.0M | $1.3B |
| 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 | $2.1B | ||
| Q3 25 | $888.7M | $2.1B | ||
| Q2 25 | $921.8M | $2.2B | ||
| Q1 25 | $930.8M | $2.1B | ||
| Q4 24 | $972.4M | $1.9B | ||
| Q3 24 | $1.0B | $2.3B | ||
| Q2 24 | $1.0B | $2.2B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $5.3B | ||
| Q3 25 | $1.7B | $5.2B | ||
| Q2 25 | $1.7B | $5.2B | ||
| Q1 25 | $1.7B | $5.3B | ||
| Q4 24 | $1.8B | $5.0B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.8B | $5.2B |
| 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 | — | $316.3M |
| Free Cash FlowOCF − Capex | — | $248.1M |
| FCF MarginFCF / Revenue | — | 13.2% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | — | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $72.7M | $316.3M | ||
| Q3 25 | $89.3M | $282.7M | ||
| Q2 25 | $7.1M | $118.9M | ||
| Q1 25 | $55.7M | $633.5M | ||
| Q4 24 | $61.1M | $253.5M | ||
| Q3 24 | $83.1M | $246.5M | ||
| Q2 24 | $48.1M | $226.8M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $248.1M | ||
| Q3 25 | $86.0M | $230.7M | ||
| Q2 25 | $4.7M | $60.7M | ||
| Q1 25 | $53.8M | $566.3M | ||
| Q4 24 | $54.4M | $170.1M | ||
| Q3 24 | $75.6M | $215.1M | ||
| Q2 24 | $40.6M | $187.3M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 13.2% | ||
| Q3 25 | 7.1% | 12.6% | ||
| Q2 25 | 0.4% | 3.5% | ||
| Q1 25 | 4.7% | 23.0% | ||
| Q4 24 | 4.5% | 9.4% | ||
| Q3 24 | 6.2% | 12.0% | ||
| Q2 24 | 3.3% | 11.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.6% | ||
| Q3 25 | 0.3% | 2.8% | ||
| Q2 25 | 0.2% | 3.4% | ||
| Q1 25 | 0.2% | 2.7% | ||
| Q4 24 | 0.6% | 4.6% | ||
| Q3 24 | 0.6% | 1.8% | ||
| Q2 24 | 0.6% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 1.31× | ||
| Q3 25 | 4.61× | 1.14× | ||
| Q2 25 | 0.17× | 0.51× | ||
| Q1 25 | 1.87× | 1.65× | ||
| Q4 24 | 1.32× | 1.02× | ||
| Q3 24 | 1.66× | 1.09× | ||
| Q2 24 | 0.91× | 0.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
