ARCB vs LSTR
Arcbest Corp. and Landstar System Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | ARCB | LSTR |
|---|---|---|
| Revenue | $4.0B | $4.7B |
| Net income | $60.1M | $115.0M |
| Gross margin | · | · |
| Net margin | 1.5% | 2.4% |
| Return on equity | 4.6% | 13.0% |
| Diluted EPS | $2.62 | $3.31 |
| Dividend / share | · | $3.56 |
| Payout ratio | 18.3% | 108.5% |
| Free cash flow | $114.2M | $215.0M |
| Equity | $1.3B | $795.7M |
| Net debt / equity | 0.09× | −0.50× |
| Current ratio | 0.95× | 1.75× |
| Revenue CAGR 5y | 6.4% | 2.8% |
| Profit CAGR 5y | −3.3% | −9.8% |
LSTR bills 1.2× the revenue of ARCB, and keeps more of each dollar of revenue as profit (2.4% against 1.5%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | ARCB | LSTR |
|---|---|---|
| FY2025 | $4.0B | $4.7B |
| FY2024 | $4.2B | $4.8B |
| FY2023 | $4.4B | $5.3B |
| FY2022 | $5.0B | $7.4B |
| FY2021 | $3.8B | $6.5B |
| FY2020 | $2.9B | $4.1B |
| FY2019 | $3.0B | $4.1B |
| FY2018 | $3.1B | $4.6B |
| FY2017 | $2.8B | $3.6B |
| FY2016 | $2.7B | $3.2B |
Bottom line
| Fiscal year | ARCB | LSTR |
|---|---|---|
| FY2025 | $60.1M | $115.0M |
| FY2024 | $174.0M | $195.9M |
| FY2023 | $195.4M | $264.4M |
| FY2022 | $298.2M | $430.9M |
| FY2021 | $213.5M | $381.5M |
| FY2020 | $71.1M | $192.1M |
| FY2019 | $40.0M | $227.7M |
| FY2018 | $67.3M | $255.3M |
| FY2017 | $59.7M | $177.1M |
| FY2016 | $18.7M | $137.3M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$733,602,000 | LSTR |
| FY2024 | −$640,226,000 | LSTR |
| FY2023 | −$875,879,000 | LSTR |
| FY2022 | −$2,407,554,000 | LSTR |
| FY2021 | −$2,771,383,000 | LSTR |
| FY2020 | −$1,192,818,000 | LSTR |
| FY2019 | −$1,096,267,000 | LSTR |
| FY2018 | −$1,521,356,000 | LSTR |
| FY2017 | −$819,907,000 | LSTR |
| FY2016 | −$467,415,000 | LSTR |
| FY2015 | −$654,186,000 | LSTR |
| FY2014 | −$572,097,000 | LSTR |
| FY2013 | −$365,231,000 | LSTR |
| FY2012 | −$704,800,000 | LSTR |
| FY2011 | −$720,765,000 | LSTR |
| FY2010 | −$742,306,000 | LSTR |
| FY2009 | −$535,895,000 | LSTR |
LSTR has reported the higher revenue in every one of these 17 fiscal years. The gap has widened since the earliest year compared.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −0.9 pp | LSTR |
| FY2024 | +0.1 pp | ARCB |
| FY2023 | −0.6 pp | LSTR |
| FY2022 | +0.1 pp | ARCB |
| FY2021 | −0.2 pp | LSTR |
| FY2020 | −2.2 pp | LSTR |
| FY2019 | −4.2 pp | LSTR |
| FY2018 | −3.4 pp | LSTR |
| FY2017 | −2.7 pp | LSTR |
| FY2016 | −3.6 pp | LSTR |
| FY2015 | −2.8 pp | LSTR |
| FY2014 | −2.6 pp | LSTR |
| FY2013 | −4.8 pp | LSTR |
| FY2012 | −5.1 pp | LSTR |
| FY2011 | −4.0 pp | LSTR |
| FY2010 | −5.6 pp | LSTR |
| FY2009 | −12.1 pp | LSTR |
The higher net margin has changed hands between ARCB and LSTR over this period.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ARCB's net margin has been more volatile than LSTR's over the 17 comparable fiscal years — 3.2 percentage points of standard deviation against 0.9.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between ARCB and LSTR over these 17 fiscal years — ARCB led in 2 and LSTR in 15.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ARCB's return on equity has been more volatile than LSTR's over the 18 comparable fiscal years — 10.9 percentage points of standard deviation against 9.1.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
LSTR led in return on equity in every one of the 18 comparable fiscal years — a structural lead, not a recent swing.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.