Arcbest vs Landstar System
Landstar System is the larger business, with $4.74bn of revenue in fiscal 2025 against $4.01bn for Arcbest (1.2 times as much). Landstar System grew faster (-1.6% against -4.0%). Landstar System kept more of each dollar of sales as profit: a net margin of 2.4% against 1.5%. Landstar System carries less debt relative to equity (0.0% against 17.3%).
| Latest fiscal year | ArcbestARCB, 2025 | Landstar SystemLSTR, 2025 |
|---|---|---|
| Revenue | $4.01bn | $4.74bn |
| Revenue growth | -4.0% | -1.6% |
| Net income | $60.1m | $115m |
| Operating margin | 2.3% | 3.2% |
| Net margin | 1.5% | 2.4% |
| Return on equity | 4.6% | 13.0% |
| Free cash flow | $114m | $215m |
| Cash | $102m | $397m |
| Total debt | $224m | $0 |
| Debt to equity | 17.3% | 0.0% |
| Dividend per share | — | $3.56 |
| Dividend yield | 0.4% | 2.5% |
| Share buybacks | $75.6m | $180m |
| Employees | — | — |
| Market value | $2.93bn | $5.00bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 48 (Moderate) | 76 (Strong) |
| Insider trades, 12 months | 0 buys, 9 sales | 1 buys, 2 sales |