LSTR

Landstar System Inc

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130.950

+7(5.647%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

133.530

Open

123.250

VWAP

130.71

Vol

863.29K

Mkt Cap

4.54B

Low

122.780

Amount

112.84M

EV/EBITDA(TTM)

14.93

Total Shares

35.76M

4.01B

EV/OCF(TTM)

19.38

P/S(TTM)

0.91

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. It 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, cold chain/temperature-controlled, United States (U.S)-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo and customs brokerage. The Insurance segment consists of Signature Insurance Company and Risk Management Claim Services, Inc. The insurance segment provides risk and claims management services to certain Landstars Operating Subsidiaries.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q4

FY2026Q1

1.21B

-0.1%

1.248

-11.49%

1.23B

+1.92%

1.351

+3.13%

1.23B

+6.45%

1.284

+35.19%

Estimates Revision

The market is revising Downward the revenue expectations for Landstar System, Inc. (LSTR) for FY2025, with the revenue forecasts being adjusted by -0.99% over the past three months. During the same period, the stock price has changed by -8.53%.

Revenue Estimates for FY2025

Revise Downward

-0.99%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-2.17%

In Past 3 Month

Stock Price

Go Down

-8.53%

In Past 3 Month

11 Analyst Rating

6.30% Upside

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 is 139.20 USD with a low forecast of 123.00 USD and a high forecast of 162.00 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.

1 Buy

10 Hold

0 Sell

Hold

6.30% Upside

Current: 130.950

Low

123.00

Averages

139.20

High

162.00

6.30% Upside

Current: 130.950

Low

123.00

Averages

139.20

High

162.00

Stifel

J. Bruce Chan

Hold

downgrade

$131 -> $130

2025-10-03

Reason

Stifel

J. Bruce Chan

Price Target

$131 -> $130

2025-10-03

downgrade

Hold

Reason

Stifel analyst J. Bruce Chan lowered the firm's price target on Landstar System to $130 from $131 and keeps a Hold rating on the shares. After visits carriers, brokers, and shippers to get a better read on the current freight environment, the firm's takeaway is that demand remains soft, with freight volumes \"patchy and sub-seasonal,\" the analyst tells investors in a note on the trucking and multi-modal transportation group. Consensus is that there is still too much supply and rationalization remains slow, but a crackdown on non-domiciled commercial driver's license holders and enforcement of English Language Proficiency increase the odds, timeline, and magnitude of a freight upcycle, which \"favorably shifts our conviction on certain heavily-discounted names,\" the analyst added.

Barclays

Overweight

downgrade

$145 -> $135

2025-10-02

Reason

Barclays

Price Target

$145 -> $135

2025-10-02

downgrade

Overweight

Reason

Barclays lowered the firm's price target on Landstar System to $135 from $145 and keeps an Overweight rating on the shares. The firm trimmed estimates for the transports group into the Q3 reports citing \"weak\" industrial growth and continued oversupply.

Evercore ISI

Jonathan Chappell

In Line

downgrade

$132 -> $125

2025-09-30

Reason

Evercore ISI

Jonathan Chappell

Price Target

$132 -> $125

2025-09-30

downgrade

In Line

Reason

Evercore ISI analyst Jonathan Chappell lowered the firm's price target on Landstar System to $125 from $132 and keeps an In Line rating on the shares. Despite a few modest upward adjustments, transports are facing a challenging environment with weak volumes and stagnant pricing in TL and intermodal remaining hurdles and multiple downward estimate revisions for Q3 and beyond, the analyst tells investors in a note on the surface transportation group.

UBS

Thomas Wadewitz

Neutral

downgrade

$154 -> $149

2025-07-30

Reason

UBS

Thomas Wadewitz

Price Target

$154 -> $149

2025-07-30

downgrade

Neutral

Reason

UBS analyst Thomas Wadewitz lowered the firm's price target on Landstar System to $149 from $154 and keeps a Neutral rating on the shares. Landstar's Q2 EPS was below the firm's estimated $1.28 per share, while revenue was 100 basis points below the firm's forecast due to van equipment and unsided/platform equipment sales, the analyst tells investors in a research note.

Susquehanna

Neutral

downgrade

$125 -> $123

2025-07-30

Reason

Susquehanna

Price Target

$125 -> $123

2025-07-30

downgrade

Neutral

Reason

Susquehanna lowered the firm's price target on Landstar System to $123 from $125 and keeps a Neutral rating on the shares. The firm said its 2Q was solid with help from revenue/load, though the early read on 3Q is more muted and brings its prior Street-low 2H25 estimates lower. Truckload seems to be stabilizing, but they see no signs of a true market turn and wait for consensus to fall further.

JPMorgan

Neutral

downgrade

$139 -> $138

2025-07-08

Reason

JPMorgan

Price Target

$139 -> $138

2025-07-08

downgrade

Neutral

Reason

JPMorgan lowered the firm's price target on Landstar System to $138 from $139 and keeps a Neutral rating on the shares. The firm updated transportation and logistics estimates and price targets as part of a Q2 earnings preview. JPMorgan reduced estimates across the board, saying tariffs and trade policy uncertainty has persisted while spot truckload rates went down before bouncing back around the July 4 holiday.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Landstar System Inc (LSTR.O) is 23.13, compared to its 5-year average forward P/E of 22.02. 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.

Fair

5Y Average PE

22.02

Current PE

23.13

Overvalued PE

27.71

Undervalued PE

16.33

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.

N/A

5Y Average EV/EBITDA

13.92

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

16.91

Undervalued EV/EBITDA

10.93

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.

N/A

5Y Average PS

1.07

Current PS

0.00

Overvalued PS

1.25

Undervalued PS

0.89