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LSTR Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
184.140
Open
181.940
VWAP
182.80
Vol
321.89K
Mkt Cap
6.22B
Low
180.855
Amount
58.84M
EV/EBITDA(TTM)
24.53
Total Shares
33.93M
EV
5.93B
EV/OCF(TTM)
23.99
P/S(TTM)
1.32
Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions delivering transportation services to a range of customers utilizing a network of agents, third party capacity providers and employees. The Company operates through two segments: The transportation logistics segment provides a range of integrated transportation management solutions. Transportation services of the Company include truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, hazardous materials, cold chain/temperature-controlled, United States (US)-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo and customs brokerage. The Insurance segment provides risk and claims management services to certain Landstars Operating Subsidiaries.
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Events Timeline

(ET)
2026-04-28
16:20:00
Landstar Reports Q1 Revenue of $1.17B
select

News

seekingalpha
8.0
04-29seekingalpha
Landstar System Declares Quarterly Dividend of $0.40
  • Quarterly Dividend Announcement: Landstar System declares a quarterly dividend of $0.40 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more income-seeking investors.
  • Dividend Yield: The forward yield of 0.84% reflects the company's relative attractiveness in the current market environment, potentially enhancing investor interest in its stock.
  • Dividend Payment Timeline: The dividend is payable on June 9, with a record date of May 15 and an ex-dividend date also on May 15, providing investors with a clear timeline for their investment decisions.
  • Revenue Growth Signal: Landstar indicates that April truck revenue per load is approximately 13% higher than in April 2025, suggesting strong performance in its transportation business and potentially signaling future revenue growth opportunities.
seekingalpha
9.5
04-29seekingalpha
Landstar System Reports Strong Q1 2026 Earnings with AI Integration Focus
  • Revenue Growth: Landstar's revenue increased approximately 2% year-over-year in Q1 2026, with gross profit rising about 14%, indicating strong profitability and resilience in a competitive transportation market.
  • Shareholder Returns: The company returned approximately $104 million to shareholders in Q1 through capital return programs, including $82 million in dividends and $22 million in share repurchases, demonstrating a commitment to shareholder value and financial health.
  • AI Integration Progress: Management highlighted the ongoing integration of AI into operations, with initial feedback indicating significant improvements in shipment visibility and efficiency, which not only helps reduce operational costs but may also enhance competitive positioning in the market.
  • Market Outlook: Despite facing geopolitical and macroeconomic uncertainties, management opted to provide financial and operational commentary for Q2 rather than formal guidance, reflecting a cautious approach to future market dynamics.
NASDAQ.COM
2.0
04-28NASDAQ.COM
Landstar (LSTR) Q1 2026 Earnings Transcript
seekingalpha
9.5
04-28seekingalpha
Landstar System Q1 Earnings Beat Expectations
  • Earnings Performance: Landstar System reported Q1 GAAP EPS of $1.16, beating expectations by $0.04, which reflects the company's robust profitability and boosts investor confidence.
  • Revenue Growth: The company achieved revenue of $1.17 billion in Q1, a 1.7% year-over-year increase that exceeded market expectations by $10 million, indicating sustained demand and adaptability in the transportation and logistics sector.
  • Heavy Haul Record: Landstar set a record of $569 million in heavy haul, showcasing the success of its AI investments in accelerating network growth, further solidifying its market leadership.
  • Market Reaction Analysis: While the market's selloff of Landstar is valid, the company is still considered fully priced, indicating a cautiously optimistic outlook from investors regarding its future growth potential.
NASDAQ.COM
9.5
04-28NASDAQ.COM
Landstar System Reports Increased Q1 Earnings
  • Earnings Growth: Landstar System's Q1 net income reached $39.44 million, translating to an EPS of $1.16, which marks a significant increase from last year's $29.80 million and $0.85, indicating improved profitability.
  • Revenue Increase: The company's revenue for the first quarter was $1.17 billion, up 1.7% from $1.15 billion last year, demonstrating Landstar's ability to maintain stable revenue growth in a competitive market.
  • Strong Market Performance: Despite the modest revenue growth, the notable improvement in profitability suggests that the company has made positive strides in cost control and operational efficiency, enhancing its competitive position in the market.
  • Future Outlook: With economic recovery and increasing logistics demand, Landstar is poised to continue benefiting from an improving market environment, further driving profit growth and market share expansion.
Newsfilter
9.5
04-28Newsfilter
Landstar Reports Strong Q1 2026 Financial Results with Significant EPS Growth
  • Revenue Growth: In Q1 2026, Landstar reported total revenue of $1.171 billion, reflecting a 2% increase compared to $1.153 billion in Q1 2025, demonstrating the company's resilience and growth potential in a dynamic transportation market.
  • Significant EPS Increase: The basic and diluted earnings per share (EPS) rose to $1.16, a 36.5% increase from $0.85 in Q1 2025, indicating a substantial improvement in the company's profitability.
  • Gross Profit and Variable Contribution Rise: Gross profit increased by 14.5% to $112.54 million, while variable contribution grew by 6.7% to $172.15 million, showcasing the company's success in cost control and operational efficiency.
  • Capital Return Program: During Q1 2026, Landstar repurchased 150,923 shares at a cost of $22.6 million and declared a quarterly dividend of $0.40 per share, reflecting the company's ongoing commitment to shareholder returns.
Wall Street analysts forecast LSTR stock price to rise
13 Analyst Rating
Wall Street analysts forecast LSTR stock price to rise
2 Buy
11 Hold
0 Sell
Hold
Current: 0.000
sliders
Low
130.00
Averages
148.55
High
170.00
Current: 0.000
sliders
Low
130.00
Averages
148.55
High
170.00
Morgan Stanley
Equal Weight
maintain
$135 -> $145
AI Analysis
2026-05-11
New
Reason
Morgan Stanley
Price Target
$135 -> $145
AI Analysis
2026-05-11
New
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Landstar System to $145 from $135 and keeps an Equal Weight rating on the shares. Q1 results "reflected a much cleaner quarter," with earnings benefiting from improved pricing dynamics, lower insurance and claims costs, and continued strength in heavy-haul, the analyst tells investors. Meanwhile, management commentary "turned notably more constructive on the broader freight backdrop," the analyst added.
Truist
Hold
maintain
$145 -> $190
2026-04-29
Reason
Truist
Price Target
$145 -> $190
2026-04-29
maintain
Hold
Reason
Truist raised the firm's price target on Landstar System to $190 from $145 and keeps a Hold rating on the shares. The company reported a strong Q1 print as improving pricing trends, tightening industry capacity, and continued strength within unsided/platform and heavy haul freight support a more constructive earnings outlook through the balance of 2026, the analyst tells investors in a research note.
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Valuation Metrics

The current forward P/E ratio for Landstar System Inc (LSTR.O) is 32.68, compared to its 5-year average forward P/E of 22.67. For a more detailed relative valuation and DCF analysis to assess Landstar System Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
22.67
Current PE
32.68
Overvalued PE
28.40
Undervalued PE
16.94

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
14.74
Current EV/EBITDA
19.52
Overvalued EV/EBITDA
18.33
Undervalued EV/EBITDA
11.16

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.06
Current PS
1.09
Overvalued PS
1.25
Undervalued PS
0.88

Financials

AI Analysis
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Quarterly

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Whales Holding LSTR

R
Reinhart Partners, LLC
Holding
LSTR
+13.78%
3M Return
C
Copeland Capital Management, LLC
Holding
LSTR
+2.80%
3M Return
F
Fenimore Asset Management, Inc.
Holding
LSTR
-3.87%
3M Return
C
Clarkston Capital Partners, LLC
Holding
LSTR
-5.62%
3M Return
K
Kayne Anderson Rudnick Investment Management, LLC
Holding
LSTR
-7.84%
3M Return

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Frequently Asked Questions

What is Landstar System Inc (LSTR) stock price today?

The current price of LSTR is 183.39 USD — it has increased 0.79

What is Landstar System Inc (LSTR)'s business?

Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions delivering transportation services to a range of customers utilizing a network of agents, third party capacity providers and employees. The Company operates through two segments: The transportation logistics segment provides a range of integrated transportation management solutions. Transportation services of the Company include truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, hazardous materials, cold chain/temperature-controlled, United States (US)-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo and customs brokerage. The Insurance segment provides risk and claims management services to certain Landstars Operating Subsidiaries.

What is the price predicton of LSTR Stock?

Wall Street analysts forecast LSTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LSTR is148.55 USD with a low forecast of 130.00 USD and a high forecast of 170.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Landstar System Inc (LSTR)'s revenue for the last quarter?

Landstar System Inc revenue for the last quarter amounts to 1.17B USD, increased 1.57

What is Landstar System Inc (LSTR)'s earnings per share (EPS) for the last quarter?

Landstar System Inc. EPS for the last quarter amounts to 1.16 USD, increased 36.47

How many employees does Landstar System Inc (LSTR). have?

Landstar System Inc (LSTR) has 1378 emplpoyees as of May 11 2026.

What is Landstar System Inc (LSTR) market cap?

Today LSTR has the market capitalization of 6.22B USD.