Landstar System, Inc. LSTR

163.77 (1.41) (0.85%) as of 25 Sep
Market cap
$5.6B
P/E
42.4×

Insider Decisions

Total sells 2.75
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — 2 — — —
Insider Ownership 0.75%

Capital & Financial Ratios

Market Cap 5,610.00
Revenue 4,995.47
Net Income 131.70
Free Cash Flow 179.73
Net Debt (280.93)
Current Ratio 1.82
Debt/Equity 0.08
P/E ratio 42.41
P/S ratio 1.11
P/B ratio 6.64
Past 5Y EPS Growth (0.74%)
This Y EPS Growth 78.92%
Next Y EPS Growth 29.44%
Next 5Y EPS Growth 38.46%
in millions of $

Dividends

Payout Ratio 0.13
Annual Dividend Rate 1.23
Annual Dividend Yield 0.66%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.64
2.00
0.40
0.40
0.44
2025 1.56
2.00
0.36
0.40
0.40
0.40
2024 1.38
2.00
0.33
0.33
0.36
0.36
2023 1.26
2.00
0.30
0.30
0.33
0.33
2022 1.10
2.00
0.25
0.25
0.30
0.30
2021 0.92
2.00
0.21
0.21
0.25
0.25
2020 0.79
2.00
0.19
0.19
0.21
0.21
2019 0.70
0.17
0.17
0.19
0.19
2018 0.63
1.50
0.15
0.15
0.17
0.17
2017 0.38
0.09
0.09
0.10
0.10
2016 0.34
0.08
0.08
0.09
0.09
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 541 567 452 348
Receivables 787 731 723 914
Inventory — — — —
Other 25 22 41 59
1,353 1,320 1,216 1,321
2023 2024 2025 Q'26
Payables 396 384 370 469
ST’ Debt 28 33 28 25
Other 118 125 173 159
675 673 696 724
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 3.66% 2.84% (13.85%)
Cash Flow 0.40% 1.31% (28.79%)
Earnings (2.47%) (9.75%) (35.62%)
Book Value 5.49% 2.84% (3.57%)

Revenue

Mar Jun Sep Dec Year
’26 1,174 1,435 — — —
’25 1,156 1,215 1,209 1,178 4,757
’24 1,174 1,229 1,218 1,213 4,834
’23 1,437 1,376 1,292 1,208 5,313
’22 1,971 1,976 1,817 1,676 7,440
’21 1,288 1,571 1,735 1,946 6,540
’20 929 824 1,086 1,297 4,136
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 78 (50) — — —
’25 56 7 89 73 225
’24 94 48 83 61 287
’23 139 53 112 90 394
’22 95 115 227 186 623
’21 70 67 80 60 277
’20 99 99 (13) 25 211
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 74 (52) — — —
’25 58 6 87 71 222
’24 87 42 78 58 265
’23 134 49 111 81 376
’22 92 113 213 184 602
’21 66 63 71 56 256
’20 95 90 (18) 21 188
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 1.16 1.44 — — —
’25 0.85 1.20 0.56 0.70 3.31
’24 1.32 1.48 1.41 1.31 5.51
’23 2.17 1.85 1.71 1.62 7.36
’22 3.34 3.05 2.76 2.60 11.76
’21 2.01 2.40 2.58 2.99 9.98
’20 1.04 0.63 1.61 1.70 4.98
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.9
1Buy 2 3Hold 4 5Sell
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
90.80 107.60 128.70 120.23 140.40 188.63 182.00 208.62 200.43 179.74
High Price
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
3,169 3,649 4,619 4,090 4,136 6,540 7,440 5,313 4,834 4,757
Revenue
23.78% 23.12% 22.71% 23.53% 22.81% 21.80% 21.99% 23.43% 22.52% 22.47%
Gross Margin
219 241 328 296 249 502 567 348 254 151
EBT
6.92% 6.60% 7.11% 7.23% 6.02% 7.67% 7.63% 6.55% 5.26% 3.17%
EBT Margin
137 177 255 228 192 382 431 264 196 115
Net Income
36 41 44 44 46 50 57 58 57 46
Depreciation
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
4.22 3.04 7.08 7.35 4.87 6.71 16.43 10.47 7.47 6.39
Free CF/Sh
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
1.14 1.20 0.85 1.11 1.26 1.05 0.81 1.28 1.26 1.05
PS Ratio
6.65 6.70 5.73 6.28 7.51 7.94 6.76 6.92 6.28 6.27
PB Ratio
1.11 1.16 0.83 1.05 1.21 1.03 0.77 1.19 1.17 0.97
EV/Sales
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
(12) (12) (6) (15) (23) (20) (21) (17) (21) (3)
Capex
178 127 292 292 188 256 602 376 265 222
FCF
357 413 436 445 402 513 561 678 647 520
Working Cap'
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
13.16% 14.46% 18.68% 16.22% 12.47% 20.63% 21.67% 14.16% 10.84% 6.67%
ROA
32.05% 31.27% 35.89% 38.77% 31.50% 43.74% 59.78% 41.82% 30.62% 22.54%
ROIC
27.23% 29.60% 38.02% 32.29% 27.19% 49.11% 49.27% 28.26% 20.03% 13.01%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

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.

Source: company filings (standardised) and stockrow calculations.

Landstar System, Inc. (LSTR) Latest News

News by impact score

Fine-tune

23 Sep

3

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

3

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

4

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.

3

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

4

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

3

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

3

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

4 transcript

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.

4

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.

3

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

3

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.

3 transcript

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.

3

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.

3

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

3

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

3

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

3

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

3

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

4

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

4

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

3

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

3

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

4

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

4

Landstar System, Inc. reported earnings indicating the economy remains robust. Strong earnings signaling economic health position LSTR for improved future performance and investor sentiment.

4

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.

4

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.

4

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

4

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.

4

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.

3

Landstar System, Inc. reports April yields significantly outpacing seasonality. Stronger-than-seasonal April yields point to improved short-term pricing and revenue momentum.

stockrow.com/LSTR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com