Landstar System vs Schneider National
Schneider National is the larger business, with $5.67bn of revenue in fiscal 2025 against $4.74bn for Landstar System (1.2 times as much). Schneider National grew faster (7.3% against -1.6%). Landstar System kept more of each dollar of sales as profit: a net margin of 2.4% against 1.8%. Landstar System carries less debt relative to equity (0.0% against 13.3%).
| Latest fiscal year | Landstar SystemLSTR, 2025 | Schneider NationalSNDR, 2025 |
|---|---|---|
| Revenue | $4.74bn | $5.67bn |
| Revenue growth | -1.6% | 7.3% |
| Net income | $115m | $104m |
| Operating margin | 3.2% | 3.0% |
| Net margin | 2.4% | 1.8% |
| Return on equity | 13.0% | 3.4% |
| Free cash flow | $215m | $285m |
| Cash | $397m | $202m |
| Total debt | $0 | $402m |
| Debt to equity | 0.0% | 13.3% |
| Dividend per share | $3.56 | $0.38 |
| Dividend yield | 2.5% | 1.3% |
| Share buybacks | $180m | $14.6m |
| Employees | — | 19,000 |
| Market value | $5.13bn | $5.19bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 76 (Strong) | 52 (Moderate) |
| Insider trades, 12 months | 1 buys, 2 sales | 0 buys, 10 sales |