LSTR vs SNDR
Landstar System Inc. and Schneider National, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | LSTR | SNDR |
|---|---|---|
| Revenue | $4.7B | $5.7B |
| Net income | $115.0M | $103.6M |
| Gross margin | · | · |
| Net margin | 2.4% | 1.8% |
| Return on equity | 13.0% | 3.4% |
| Diluted EPS | $3.31 | $0.59 |
| Dividend / share | $3.56 | $0.38 |
| Payout ratio | 108.5% | 64.7% |
| Free cash flow | $215.0M | $285.4M |
| Equity | $795.7M | $3.0B |
| Net debt / equity | −0.50× | 0.06× |
| Current ratio | 1.75× | 2.13× |
| Revenue CAGR 5y | 2.8% | 4.5% |
| Profit CAGR 5y | −9.8% | −13.3% |
SNDR bills 1.2× the revenue of LSTR, and LSTR keeps more of each dollar of revenue as profit (2.4% against 1.8%).
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 | SNDR |
|---|---|---|
| FY2025 | $4.7B | $5.7B |
| FY2024 | $4.8B | $5.3B |
| FY2023 | $5.3B | $5.5B |
| FY2022 | $7.4B | $6.6B |
| FY2021 | $6.5B | $5.6B |
| FY2020 | $4.1B | $4.6B |
| FY2019 | $4.1B | $4.7B |
| FY2018 | $4.6B | $5.0B |
| FY2017 | $3.6B | $4.4B |
| FY2016 | $3.2B | $4.0B |
Bottom line
| Fiscal year | LSTR | SNDR |
|---|---|---|
| FY2025 | $115.0M | $103.6M |
| FY2024 | $195.9M | $117.0M |
| FY2023 | $264.4M | $238.5M |
| FY2022 | $430.9M | $457.8M |
| FY2021 | $381.5M | $405.4M |
| FY2020 | $192.1M | $211.7M |
| FY2019 | $227.7M | $147.0M |
| FY2018 | $255.3M | $268.9M |
| FY2017 | $177.1M | $389.9M |
| FY2016 | $137.3M | $156.9M |
11 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$930,540,000 | SNDR |
| FY2024 | −$471,255,000 | SNDR |
| FY2023 | −$195,578,000 | SNDR |
| FY2022 | +$832,162,000 | LSTR |
| FY2021 | +$928,868,000 | LSTR |
| FY2020 | −$419,819,000 | SNDR |
| FY2019 | −$662,423,000 | SNDR |
| FY2018 | −$361,856,000 | SNDR |
| FY2017 | −$737,236,000 | SNDR |
| FY2016 | −$878,066,000 | SNDR |
| FY2015 | −$638,309,000 | SNDR |
The higher-revenue side has changed between LSTR and SNDR over this period. The gap has widened since the earliest year compared.
11 of 17 comparable fiscal years — a year missing data on either side is not counted.
11 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +0.6 pp | LSTR |
| FY2024 | +1.9 pp | LSTR |
| FY2023 | +0.6 pp | LSTR |
| FY2022 | −1.1 pp | SNDR |
| FY2021 | −1.4 pp | SNDR |
| FY2020 | −0.0 pp | SNDR |
| FY2019 | +2.5 pp | LSTR |
| FY2018 | +0.1 pp | LSTR |
| FY2017 | −4.0 pp | SNDR |
| FY2016 | +0.5 pp | LSTR |
| FY2015 | +0.9 pp | LSTR |
The higher net margin has changed hands between LSTR and SNDR over this period.
11 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
SNDR's net margin has been more volatile than LSTR's over the 11 comparable fiscal years — 2.1 percentage points of standard deviation against 0.9.
11 of 17 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 SNDR over these 11 fiscal years — LSTR led in 7 and SNDR in 4.
11 of 17 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 SNDR's over the 8 comparable fiscal years — 12.1 percentage points of standard deviation against 5.3.
8 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 8 comparable fiscal years — a structural lead, not a recent swing.
8 of 18 comparable fiscal years — a year missing data on either side is not counted.