Zacks Investment Research·Jun 26, 2026
Does Landstar's Lower Valuation Indicate a Buying Opportunity?With LSTR shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Landstar System, Inc.(LSTR)Earnings, Financials & Key Ratios
LSTR•NASDAQ
$203.59
61.5× P/E·Price updated Jul 6, 2026
AboutLandstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company operates through two segments: Transportation Logistics, and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload and less-than-truckload transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage, as well as offers transportation services to other transportation companies, such as third party logistics, small package and less-than-truckload service providers. It provides truck services through dry and specialty vans of various sizes, unsided/platform trailers, temperature-controlled vans, and containers; rail intermodal services through contracts with domestic and Canadian railroads; and air and ocean services through contracts with domestic and international airlines and ocean lines. This segment serves the automotive parts and assemblies, consumer durables, building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, and military equipment industries. The Insurance segment reinsures certain risks of the company's independent contractors. The company markets its services through independent commission sales agents and third party capacity providers. Landstar System, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.Show more
- Revenue$4.74B-1.9%
- EBITDA$216M-29.2%
- Net Income$115M-41.3%
- EPS (Diluted)3.31-39.9%
- Gross Margin13.1%-35.0%
- EBITDA Margin4.56%-27.8%
- Operating Margin3.58%-30.4%
- Net Margin2.42%-40.2%
- ROE13.01%-35.1%
LSTR Price & Volume
Landstar System, Inc. (LSTR) stock price & volume — 10-year historical chart
Loading chart...
Cyclical Freight Exposure Challenges Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Fortress
Cash Flow:Stable
Primary Risk:Cyclical spot market exposure
Key Thesis Takeaways
- Landstar System maintains a fortress balance sheet with a negligible 0.03 debt-to-equity ratio, providing essential insulation against the inherent volatility of its asset-light, spot-market-oriented business model.
- While the company demonstrates consistent free cash flow generation, top-line growth remains stagnant with a modest 1.3% revenue increase in 2026Q1, and operating margins remain pressured at 4.5%.
- Investors should monitor whether management's aggressive capital return strategy, which saw $104.1 million in total shareholder distributions in 2026Q1, can be sustained if freight demand cycles continue to compress profitability.
Verdict Logic
while the company's 0.03 debt-to-equity ratio provides a strong safety net, the current 63.21 P/E ratio appears elevated given the recent compression of operating margins to 4.5%.
LSTR Growth Metrics
Landstar System, Inc. (LSTR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years3.63%
5 Years2.78%
3 Years-13.93%
TTM-1.03%
Profit CAGR
10 Years-2.47%
5 Years-9.75%
3 Years-35.62%
TTM-30.23%
EPS CAGR
10 Years-0.18%
5 Years-7.84%
3 Years-34.46%
TTM-28.32%
Return on Capital
10 Years34.79%
5 Years35.65%
3 Years23.29%
Last Year16.35%
LSTR Recent Earnings
Landstar System, Inc. (LSTR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$1.16+4.5%
$1.11
Rev
$1.2B+1.2%
$1.2B
Q1 2026
Jan 28, 2026Metric
Actual
Est
EPS
$1.24+4.2%
$1.19
Rev
$1.2B-1.3%
$1.2B
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$1.22-1.6%
$1.24
Rev
$1.2B+0.1%
$1.2B
Q3 2025
Jul 29, 2025Metric
Actual
Est
EPS
$1.20+3.4%
$1.16
Rev
$1.2B-2.4%
$1.2B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $1.16vs $1.11+4.5% | $1.2Bvs $1.2B+1.2% |
| Q1 2026 | Jan 28, 2026 | $1.24vs $1.19+4.2% | $1.2Bvs $1.2B-1.3% |
| Q4 2025 | Oct 28, 2025 | $1.22vs $1.24-1.6% | $1.2Bvs $1.2B+0.1% |
| Q3 2025 | Jul 29, 2025 | $1.20vs $1.16+3.4% | $1.2Bvs $1.2B-2.4% |
Based on last 12 quarters of dataView full earnings history →
Latest LSTR News
Recent stock market news and headlines for Landstar System, Inc. (LSTR)
Zacks Investment Research·Jun 25, 2026
Here's Why Landstar System (LSTR) is a Strong Momentum StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Newsfile Corp·Jun 22, 2026
Lodestar Engages Zacks ResearchVancouver, British Columbia--(Newsfile Corp. - June 22, 2026) - Lodestar Metals Corp. (TSXV: LSTR) (OTCQB: SVTNF) (FSE: PR90) ("Lodestar" or the "Company") is pleased to announce that it has entered into an agreement with Zacks Research to provide company-sponsored research coverage. "Engaging Zacks Research strengthens our reach and sharpens how we communicate Lodestar's story to the market," said Lowell Kamin, President & CEO of Lodestar Metals.
Peers Comparison
Key metrics vs top competitors for Landstar System, Inc. (LSTR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $203.59 | $6.92B | 61.51 | -1.87% | 2.42% | 13.01% | 1.77% | |
| $188.57 | $22.37B | 39.04 | -8.42% | 3.7% | 33.32% | — | |
| $12.99 | $410.81M | -3.73 | 0.84% | -3.71% | -52.57% | — | |
| $45.86 | $2.78B | 26.98 | -6.1% | 2.82% | 6.11% | — | |
| $206.78 | $24.28B | 78.33 | 1.05% | 4.19% | 19.04% | — | |
| $216.44 | $45.01B | 44.81 | -5.48% | 18.46% | 23.42% | — |
Compare LSTR vs Peers
Landstar System, Inc. (LSTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
LSTR SEC Filings & Documents
Landstar System, Inc. (LSTR) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 28, 2026·SEC
Material company update
Apr 2, 2026·SEC
Material company update
Jan 28, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
6Get notified when LSTR posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
LSTR Frequently Asked Questions
Landstar System, Inc. (LSTR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Landstar System, Inc.'s revenue?
Landstar System, Inc. (LSTR) reported $4.77B in revenue for fiscal year 2025. This represents a 271% increase from $1.28B in 1996.
How fast is Landstar System, Inc. growing?
Landstar System, Inc. (LSTR) saw revenue decline by 1.9% over the past year.
Is LSTR profitable?
Yes, Landstar System, Inc. (LSTR) is profitable, generating $124.6M in net income for fiscal year 2025 (2.4% net margin).
Dividend & Returns
Does LSTR pay dividends?
Yes, Landstar System, Inc. (LSTR) pays a dividend with a yield of 1.77%. This makes it attractive for income-focused investors.
What is LSTR's return on equity?
Landstar System, Inc. (LSTR) has a return on equity (ROE) of 13.0%. This is reasonable for most industries.
What is Landstar System, Inc.'s free cash flow?
Landstar System, Inc. (LSTR) generated $239.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.