Landstar System, Inc. logo

Landstar System, Inc.

LSTR

NASDAQIndustrialsIntegrated Freight & Logistics

Previous close

$186.58

+$4.16 · +2.28%

Aug 21, 4:00 PM ET

LSTR company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

12

Overpriced

Momentum

61

Gaining

Sentiment

64

Bullish

Risk resilience

76

Moderate Risk

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Company profile

Company website

Landstar System, Inc. delivers comprehensive logistics and transportation solutions, operating across North America (U.S., Canada, and Mexico) and globally. The company's operations are divided into two main divisions: Transportation Logistics and Insurance. The core Transportation Logistics segment offers an extensive range of freight movement options. These include full truckload and less-than-truckload (LTL) services, intermodal rail, air and ocean cargo, as well as expedited ground and air delivery for time-critical shipments. This segment also handles specialized transport like heavy-haul projects, cross-border freight between the U.S. and Canada, and the U.S. and Mexico, as well as intra-Mexico and intra-Canada movements, and customs brokerage. Landstar additionally provides transportation services to other logistics providers, such as third-party logistics firms and small parcel carriers. To facilitate these services, it employs a varied fleet comprising dry and specialized vans, flatbed trailers, temperature-controlled units, and shipping containers. Its rail intermodal services leverage contracts with both domestic and Canadian railroads, while air and ocean freight are managed through agreements with international airlines and shipping lines. This segment caters to a diverse client base, including the automotive, consumer goods, building materials, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, and military equipment sectors. The Insurance segment primarily reinsures specific risks associated with the company's independent contractors. Landstar markets its offerings via a network of independent commission-based sales agents and a pool of third-party capacity providers. Founded in 1968, Landstar System, Inc. is headquartered in Jacksonville, Florida.

Industry
Integrated Freight & Logistics
Sector
Industrials
Headquarters
US
CEO
Frank A. Lonegro
Listed since
Mar 5, 1993
Employees
1,378

Market position

Day range

Current $186.58

52-week range

Current $186.58

Open
$183.46
Previous close
$182.42
Volume
382.98K
0.77× average
Average volume
500.54K
Average daily volume
Market cap
6.33B USD
Beta
0.89
Market reference 1
50-day average
$199.07
-6.28% below average
200-day average
$169.36
+10.17% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
4.81B USD
P/E (TTM)
48.34×
P/B (TTM)
7.57×
P/S (TTM)
1.27×
EV / EBITDA
24.28×
Earnings yield
2.27%
Free cash flow yield
4.24%
Dividend yield
1.95%

Profitability & efficiency

Gross margin
15.40%
Operating margin
3.44%
Net margin
2.64%
Return on equity
14.45%
Return on assets
7.03%
Return on invested capital
12.67%

Financial health

Debt / equity
0.17×
Current ratio
1.75×
Altman Z-score
10.18
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends23%16%8%1%Gross margin, FY2021: 20.19%Gross margin, FY2022: 20.29%Gross margin, FY2023: 21.28%Gross margin, FY2024: 20.17%Gross margin, FY2025: 13.10%Operating margin, FY2021: 7.73%Operating margin, FY2022: 7.68%Operating margin, FY2023: 6.48%Operating margin, FY2024: 5.15%Operating margin, FY2025: 3.58%Net margin, FY2021: 5.83%Net margin, FY2022: 5.79%Net margin, FY2023: 4.98%Net margin, FY2024: 4.05%Net margin, FY2025: 2.42%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 20.19%. Gross margin FY2022 20.29%. Gross margin FY2023 21.28%. Gross margin FY2024 20.17%. Gross margin FY2025 13.10%. Operating margin FY2021 7.73%. Operating margin FY2022 7.68%. Operating margin FY2023 6.48%. Operating margin FY2024 5.15%. Operating margin FY2025 3.58%. Net margin FY2021 5.83%. Net margin FY2022 5.79%. Net margin FY2023 4.98%. Net margin FY2024 4.05%. Net margin FY2025 2.42%.

Income trends

Revenue

4.74B USD-1.87%

Operating income

170.06M USD-31.68%

Net income

115.01M USD-41.31%
Income trends across reported periods8.17B USD5.24B USD2.31B USD−617.46M USDRevenue, FY2021: 6.54B USDRevenue, FY2022: 7.44B USDRevenue, FY2023: 5.31B USDRevenue, FY2024: 4.83B USDRevenue, FY2025: 4.74B USDOperating income, FY2021: 505.67M USDOperating income, FY2022: 571.08M USDOperating income, FY2023: 344.15M USDOperating income, FY2024: 248.91M USDOperating income, FY2025: 170.06M USDNet income, FY2021: 381.52M USDNet income, FY2022: 430.91M USDNet income, FY2023: 264.39M USDNet income, FY2024: 195.95M USDNet income, FY2025: 115.01M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 6.54B USD. Revenue FY2022 7.44B USD. Revenue FY2023 5.31B USD. Revenue FY2024 4.83B USD. Revenue FY2025 4.74B USD. Operating income FY2021 505.67M USD. Operating income FY2022 571.08M USD. Operating income FY2023 344.15M USD. Operating income FY2024 248.91M USD. Operating income FY2025 170.06M USD. Net income FY2021 381.52M USD. Net income FY2022 430.91M USD. Net income FY2023 264.39M USD. Net income FY2024 195.95M USD. Net income FY2025 115.01M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue4.74B USD4.83B USD5.31B USD7.44B USD6.54B USD
Cost of goods sold4.12B USD3.86B USD4.18B USD5.93B USD5.22B USD
Gross profit621.63M USD974.89M USD1.13B USD1.51B USD1.32B USD
Research and development34M USD35M USD
Selling, general, and administrative389.98M USD610.46M USD674.47M USD836.14M USD728.49M USD
Operating expenses451.57M USD725.98M USD786.81M USD938.79M USD814.63M USD
Interest income13.69M USD5.42M USD3.95M USD
Interest expense996K USD3.62M USD3.98M USD
Depreciation and amortization46.39M USD56.74M USD58.15M USD57.45M USD49.61M USD
Operating income170.06M USD248.91M USD344.15M USD571.08M USD505.67M USD
Net income115.01M USD195.95M USD264.39M USD430.91M USD381.52M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
36%
4 beats, 6 misses, 1 met estimate
Average EPS surprise
-4.26%
11 comparable reports
Latest EPS result
1.44
Estimate 1.49 · Miss by 3.36%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.671.320.980.63Q1 '25MissQ2 '25MissQ3 '25BeatQ4 '25MissQ1 '26MissQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Jan 29, 2025: actual 1.31, estimate 1.35, surprise -2.96%, Miss. Q2 2025, reported May 13, 2025: actual 0.85, estimate 0.925, surprise -8.11%, Miss. Q3 2025, reported Jul 29, 2025: actual 1.2, estimate 1.16, surprise +3.45%, Beat. Q4 2025, reported Oct 28, 2025: actual 1.22, estimate 1.24, surprise -1.61%, Miss. Q1 2026, reported Jan 28, 2026: actual 0.7, estimate 1.19, surprise -41.18%, Miss. Q2 2026, reported Apr 28, 2026: actual 1.16, estimate 1.11, surprise +4.50%, Beat. Q3 2026, reported Jul 28, 2026: actual 1.44, estimate 1.49, surprise -3.36%, Miss. Q4 2026, reported Oct 27, 2026: actual —, estimate 1.6, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.51B1.37B1.22B1.08BQ1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 29, 2025: actual 1.21B USD, estimate 1.2B USD, surprise +0.86%, Beat. Q2 2025, reported May 13, 2025: actual 1.15B USD, estimate 1.14B USD, surprise +1.33%, Beat. Q3 2025, reported Jul 29, 2025: actual 1.21B USD, estimate 1.24B USD, surprise -2.41%, Miss. Q4 2025, reported Oct 28, 2025: actual 1.21B USD, estimate 1.2B USD, surprise +0.08%, Beat. Q1 2026, reported Jan 28, 2026: actual 1.17B USD, estimate 1.19B USD, surprise -1.31%, Miss. Q2 2026, reported Apr 28, 2026: actual 1.17B USD, estimate 1.16B USD, surprise +1.23%, Beat. Q3 2026, reported Jul 28, 2026: actual 1.43B USD, estimate 1.34B USD, surprise +6.88%, Beat. Q4 2026, reported Oct 27, 2026: actual —, estimate 1.46B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$203.4

9.01% upside
Past 12 months12-month forecastHigh $240Average $203.4Low $181

LSTR peers

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