Landstar System, Inc. LSTR
- Market cap
- $5.6B
- P/E
- 42.4×
Follow LSTR
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 53.03 | 80.00 | 90.23 | 93.58 | 85.30 | 132.36 | 137.15 | 160.05 | 165.39 | 119.32 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
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| 90.80 | 107.60 | 128.70 | 120.23 | 140.40 | 188.63 | 182.00 | 208.62 | 200.43 | 179.74 |
High Price
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| 1,197 | 1,273 | 1,306 | 1,333 | 1,320 | 1,399 | 1,449 | 1,468 | 1,441 | 1,378 |
Employees
|
|||
| 3 | 3 | 4 | 3 | 3 | 5 | 5 | 4 | 3 | 3 |
Revenue/Emp
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|||
| 3,169 | 3,649 | 4,619 | 4,090 | 4,136 | 6,540 | 7,440 | 5,313 | 4,834 | 4,757 |
Revenue
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| 23.78% | 23.12% | 22.71% | 23.53% | 22.81% | 21.80% | 21.99% | 23.43% | 22.52% | 22.47% |
Gross Margin
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| 219 | 241 | 328 | 296 | 249 | 502 | 567 | 348 | 254 | 151 |
EBT
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| 6.92% | 6.60% | 7.11% | 7.23% | 6.02% | 7.67% | 7.63% | 6.55% | 5.26% | 3.17% |
EBT Margin
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| 137 | 177 | 255 | 228 | 192 | 382 | 431 | 264 | 196 | 115 |
Net Income
|
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| 36 | 41 | 44 | 44 | 46 | 50 | 57 | 58 | 57 | 46 |
Depreciation
|
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| 75.25 | 87.01 | 111.91 | 102.79 | 107.15 | 171.06 | 203.09 | 147.92 | 136.03 | 137.04 |
Revenue/Sh
|
|||
| 3.26 | 4.22 | 6.19 | 5.72 | 4.98 | 9.98 | 11.76 | 7.36 | 5.51 | 3.31 |
Earnings/Sh
|
|||
| 4.52 | 3.31 | 7.22 | 7.74 | 5.46 | 7.24 | 17.00 | 10.96 | 8.06 | 6.48 |
Cash Flow/Sh
|
|||
| (0.30) | (0.28) | (0.14) | (0.39) | (0.59) | (0.53) | (0.57) | (0.48) | (0.60) | (0.09) |
Capex/Sh
|
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| 4.22 | 3.04 | 7.08 | 7.35 | 4.87 | 6.71 | 16.43 | 10.47 | 7.47 | 6.39 |
Free CF/Sh
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| 12.88 | 15.59 | 16.70 | 18.13 | 17.92 | 22.55 | 24.22 | 27.39 | 27.36 | 22.92 |
Book Value/Sh
|
|||
| 42 | 42 | 41 | 40 | 39 | 38 | 37 | 36 | 36 | 35 |
Shares
|
|||
| 26.21 | 24.82 | 15.43 | 19.87 | 27.04 | 17.94 | 13.93 | 25.77 | 31.13 | 43.41 |
PE Ratio
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| 1.14 | 1.20 | 0.85 | 1.11 | 1.26 | 1.05 | 0.81 | 1.28 | 1.26 | 1.05 |
PS Ratio
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| 6.65 | 6.70 | 5.73 | 6.28 | 7.51 | 7.94 | 6.76 | 6.92 | 6.28 | 6.27 |
PB Ratio
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| 1.11 | 1.16 | 0.83 | 1.05 | 1.21 | 1.03 | 0.77 | 1.19 | 1.17 | 0.97 |
EV/Sales
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| 19.69 | 33.09 | 13.13 | 14.67 | 26.66 | 26.15 | 9.48 | 16.84 | 21.27 | 20.79 |
EV/FCF
|
|||
| 190 | 139 | 298 | 308 | 211 | 277 | 623 | 394 | 287 | 225 |
Op' Cash Flow
|
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| (12) | (12) | (6) | (15) | (23) | (20) | (21) | (17) | (21) | (3) |
Capex
|
|||
| 178 | 127 | 292 | 292 | 188 | 256 | 602 | 376 | 265 | 222 |
FCF
|
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| 357 | 413 | 436 | 445 | 402 | 513 | 561 | 678 | 647 | 520 |
Working Cap'
|
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| 138 | 125 | 128 | 113 | 101 | 112 | 103 | 71 | 102 | 77 |
Total Debt
|
|||
| (107) | (166) | (111) | (240) | (190) | (139) | (290) | (470) | (464) | (375) |
Net Debt
|
|||
| 543 | 654 | 689 | 721 | 692 | 862 | 887 | 984 | 972 | 796 |
Sh' Equity
|
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| 13.16% | 14.46% | 18.68% | 16.22% | 12.47% | 20.63% | 21.67% | 14.16% | 10.84% | 6.67% |
ROA
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| 32.05% | 31.27% | 35.89% | 38.77% | 31.50% | 43.74% | 59.78% | 41.82% | 30.62% | 22.54% |
ROIC
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| 27.23% | 29.60% | 38.02% | 32.29% | 27.19% | 49.11% | 49.27% | 28.26% | 20.03% | 13.01% |
ROE
|
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Landstar System, Inc. peers in Integrated Freight & Logistics
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| GXO GXO Logistics, Inc. | $5.1B | 39.3× | Compare |
| ZTO ZTO Express (Cayman) Inc. | $10.7B | 10.3× | Compare |
| PBI Pitney Bowes Inc. | $2.2B | 13.1× | Compare |
| CHRW C.H. Robinson Worldwide, Inc. | $17.1B | 27.7× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| HUBG Hub Group, Inc. | $1.8B | 17.3× | Compare |
| JBHT J.B. Hunt Transport Services, Inc. | $21.5B | 31.9× | Compare |
| EXPD Expeditors International of Washington, Inc. | $25.3B | 27.2× | Compare |
| CYRX CryoPort, Inc. | $881.3M | 0.0× | Compare |
Landstar System, Inc. (LSTR) key facts
- Landstar System, Inc. (LSTR) is an Integrated Freight & Logistics company in the Industrials sector, listed on Nasdaq.
- Landstar System, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $4.8 billion, down 1.58% from fiscal 2024.
- Net income was $115.0 million, or $3.31 per share (basic), a net margin of 2.42%.
- As of September 25, 2026, LSTR traded at $163.77, a market capitalization of $5.6 billion.
- At that price the stock trades at 42.4× trailing-twelve-month earnings and 1.1× sales.
- Landstar System, Inc. pays an annual dividend of $1.23 per share, a yield of 0.66%, with a payout ratio of 12.8%.
- Return on equity was 13.0% and debt-to-equity 0.08.
Landstar System, Inc. (LSTR) Latest News
23 Sep
Landstar (LSTR) posted strong Q2 results with revenues of $1.43 billion, up 18.1% year over year and ahead of consensus by about 7%. The company operates in freight and last-mile delivery across North America, covering billions of miles. Despite the solid top-line growth and a positive beat, investor expectations appeared higher, and the stock fell roughly 9% since the earnings release, trading around $168.57. The broader ground-transportation group posted a 1.7% revenue beat across 15 peers, with RXO delivering the largest revenue growth and EBITDA upside, while Werner lagged on EPS. The sector remains influenced by e-commerce growth, fuel costs, and macro cycles, with ongoing investments in data, analytics, and autonomous fleets to optimize routes and costs. Revenue beat and solid growth but negative market reaction dampens outlook.
31 Aug
Landstar System EPS estimates are rising. The article analyzes investment strategies for the stock based on upward revisions to earnings projections. Upward EPS estimate revisions may lift near-term sentiment and valuation for Landstar without altering core operations.
10 Aug
Landstar System has cut more than 35,000 carriers from its approved network. Eliminating over 35,000 carriers will substantially reduce network capacity and alter operational scale.
Landstar System gains brokerage market share after Supreme Court case. Supreme Court decision drives Landstar brokerage market gains with moderate effects on competitive position and performance.
6 Aug
Landstar System reported a strong earnings and revenue rebound, prompting assessment of whether its stock qualifies as a buy. Earnings and revenue rebound represent major strategic performance shift likely to alter company trajectory and investor sentiment.
2 Aug
Landstar System beat earnings expectations, raised its dividend and appointed a new Chief Commercial Officer, raising questions over whether these moves alter the company's risk profile. Earnings beat and dividend increase improve near-term financial perception while new CCO appointment may support commercial execution without fundamentally shifting long-term trajectory.
30 Jul
Landstar System reported Q2 results showing insurance costs pressuring margins despite strong freight demand. Insurance cost increases are pressuring margins while freight demand stays strong.
29 Jul
Landstar System, Inc. held its Q2 2026 earnings call covering financial results, operational metrics and forward outlook for the transportation and logistics provider. Quarterly earnings release and call deliver core financial metrics plus management guidance that routinely move share price and analyst views.
Landstar System Inc posted strong revenue growth in Q2 2026 earnings call amid ongoing market pressures. Strong revenue growth from earnings call directly lifts financial outlook and investor sentiment.
Landstar System posted Q2 earnings and revenues above estimates with year-over-year gains. Q2 earnings beat and revenue growth point to stronger financial results that can lift near-term stock performance.
28 Jul
Landstar System expects to gain a competitive edge and emerge stronger following industry shifts in the post-Montgomery landscape. Positive outlook on post-Montgomery positioning points to moderate effects on operations and market perception.
Landstar System Q2 earnings call highlights detail financial results, operational metrics and management commentary on performance and outlook. Q2 earnings data and guidance can shift near-term investor views and trading but rarely reset long-term company trajectory.
Landstar System (LSTR) exceeded Q2 earnings and revenue estimates. Quarterly earnings beat typically boosts short-term stock price and investor sentiment without altering long-term fundamentals.
Landstar System reported second quarter revenue of $1.432B and earnings per share of $1.44. Quarterly earnings figures typically produce moderate short-term effects on stock price and sentiment.
27 Jul
Landstar System readies Q2 earnings release with focus on revenue, EPS, freight volumes and margins amid trucking sector pressures. Q2 earnings preview shapes near-term investor expectations around financial results and operational trends.
15 Jul
J.B. Hunt earnings growth sharply accelerates with key metrics ramping up. Competitor J.B. Hunt acceleration signals industry momentum that can shift market positioning for Landstar.
5 Jun
Landstar System reported Q1 earnings. Analysts assess whether investors should buy, sell or hold LSTR shares based on the results and outlook. Post-earnings analysis can moderately affect near-term investor sentiment and trading around LSTR.
28 May
Landstar System EPS estimates are rising, prompting questions on whether to buy the stock. Rising EPS estimates may moderately lift near-term investor sentiment and valuation without altering core operations.
19 May
Landstar System, Inc. issued a statement addressing the U.S. Supreme Court decision. Supreme Court rulings frequently establish binding precedents that alter regulatory requirements and operating costs for transportation and logistics firms.
12 May
Landstar System, Inc. reports strong momentum in the data center sector, describing ongoing expansions as a 'big build-out' that drives freight demand. Data center sector momentum increases freight volume and revenue potential for Landstar's core trucking operations.
11 May
Morgan Stanley notes Landstar System delivered a 'cleaner' quarter but faces ongoing headwinds. Cleaner quarterly results offer moderate financial uplift tempered by persistent headwinds affecting performance.
6 May
Landstar System (NASDAQ:LSTR) reported lackluster earnings, but strong fundamentals and future prospects warrant looking beyond the short-term disappointment. Lackluster earnings affect financial performance and sentiment moderately but are offset by robust underlying strengths.
2 May
Landstar System, Inc. (NASDAQ:LSTR) released earnings last week, leading analysts to raise their price target to US$174. Earnings beat expectations, prompting analysts to lift price target to $174 and signaling significant positive shift in market sentiment and valuation.
29 Apr
Landstar System, Inc. reported earnings indicating the economy remains robust. Strong earnings signaling economic health position LSTR for improved future performance and investor sentiment.
Landstar System, Inc. (LSTR) Q1 earnings and revenues exceeded analyst estimates and improved year-over-year. Q1 earnings and revenues beating estimates with year-over-year gains signal strong operational performance, likely driving positive stock momentum and investor sentiment.
Landstar System, Inc. Q1 2026 earnings call summary covers quarterly financial results, operational updates, and forward guidance. Q1 2026 earnings details and guidance significantly shape investor expectations for LSTR's revenue, margins, and growth trajectory.
Landstar System Inc (LSTR) reported strong profit growth in Q1 2026 earnings call amid market challenges. Strong profit growth despite market headwinds significantly boosts LSTR's financial performance and investor sentiment.
28 Apr
Landstar System (LSTR) Q1 earnings key metrics compared to estimates, highlighting performance against expectations. Q1 earnings metrics versus estimates significantly impact financial performance and investor sentiment for LSTR.
Landstar System Q1 earnings call highlights financial results, operational performance, and forward-looking guidance. Q1 earnings highlights detail financial metrics and outlook with potential to significantly sway investor sentiment and stock trajectory.
Landstar System, Inc. reports April yields significantly outpacing seasonality. Stronger-than-seasonal April yields point to improved short-term pricing and revenue momentum.