LSTR vs ODFL
Landstar System Inc. and OLD Dominion Freight Line, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | LSTR | ODFL |
|---|---|---|
| Revenue | $4.7B | $5.5B |
| Net income | $115.0M | $1.0B |
| Gross margin | · | · |
| Net margin | 2.4% | 18.6% |
| Return on equity | 13.0% | 23.9% |
| Diluted EPS | $3.31 | $4.84 |
| Dividend / share | $3.56 | $1.12 |
| Payout ratio | 108.5% | 23.0% |
| Free cash flow | $215.0M | $955.1M |
| Equity | $795.7M | $4.3B |
| Net debt / equity | −0.50× | −0.02× |
| Current ratio | 1.75× | 1.44× |
| Revenue CAGR 5y | 2.8% | 6.5% |
| Profit CAGR 5y | −9.8% | 8.8% |
ODFL bills 1.2× the revenue of LSTR, and keeps more of each dollar of revenue as profit (18.6% against 2.4%).
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 | LSTR | ODFL |
|---|---|---|
| FY2025 | $4.7B | $5.5B |
| FY2024 | $4.8B | $5.8B |
| FY2023 | $5.3B | $5.9B |
| FY2022 | $7.4B | $6.3B |
| FY2021 | $6.5B | $5.3B |
| FY2020 | $4.1B | $4.0B |
| FY2019 | $4.1B | $4.1B |
| FY2018 | $4.6B | $4.0B |
| FY2017 | $3.6B | $3.4B |
| FY2016 | $3.2B | $3.0B |
Bottom line
| Fiscal year | LSTR | ODFL |
|---|---|---|
| FY2025 | $115.0M | $1.0B |
| FY2024 | $195.9M | $1.2B |
| FY2023 | $264.4M | $1.2B |
| FY2022 | $430.9M | $1.4B |
| FY2021 | $381.5M | $1.0B |
| FY2020 | $192.1M | $672.7M |
| FY2019 | $227.7M | $615.5M |
| FY2018 | $255.3M | $605.7M |
| FY2017 | $177.1M | $463.8M |
| FY2016 | $137.3M | $295.8M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$752,629,000 | ODFL |
| FY2024 | −$995,565,000 | ODFL |
| FY2023 | −$562,830,000 | ODFL |
| FY2022 | +$1,176,485,000 | LSTR |
| FY2021 | +$1,281,240,000 | LSTR |
| FY2020 | +$117,852,000 | LSTR |
| FY2019 | −$24,534,000 | ODFL |
| FY2018 | +$571,449,000 | LSTR |
| FY2017 | +$288,252,000 | LSTR |
| FY2016 | +$176,117,000 | LSTR |
| FY2015 | +$348,649,000 | LSTR |
| FY2014 | +$396,893,000 | LSTR |
| FY2013 | +$327,132,000 | LSTR |
| FY2012 | +$636,220,000 | LSTR |
| FY2011 | +$724,574,000 | LSTR |
| FY2010 | +$919,172,000 | LSTR |
| FY2009 | +$763,791,000 | LSTR |
The higher-revenue side has changed between LSTR and ODFL over this period. The gap has narrowed 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 | −16.2 pp | ODFL |
| FY2024 | −16.3 pp | ODFL |
| FY2023 | −16.1 pp | ODFL |
| FY2022 | −16.2 pp | ODFL |
| FY2021 | −13.8 pp | ODFL |
| FY2020 | −12.1 pp | ODFL |
| FY2019 | −9.4 pp | ODFL |
| FY2018 | −9.4 pp | ODFL |
| FY2017 | −9.0 pp | ODFL |
| FY2016 | −5.6 pp | ODFL |
| FY2015 | −5.8 pp | ODFL |
| FY2014 | −5.2 pp | ODFL |
| FY2013 | −3.3 pp | ODFL |
| FY2012 | −3.3 pp | ODFL |
| FY2011 | −3.0 pp | ODFL |
| FY2010 | −1.5 pp | ODFL |
| FY2009 | +0.7 pp | LSTR |
The higher net margin has changed hands between LSTR and ODFL over this period.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ODFL's net margin has been more volatile than LSTR's over the 17 comparable fiscal years — 5.8 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 LSTR and ODFL over these 17 fiscal years — LSTR led in 1 and ODFL in 16.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
LSTR's return on equity has been more volatile than ODFL's over the 18 comparable fiscal years — 9.1 percentage points of standard deviation against 7.3.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between LSTR and ODFL over these 18 fiscal years — LSTR led in 15 and ODFL in 3.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.