Industrials
Landstar System, Inc.(LSTR)
Live Price
Offline$224.27
-0.41% today
1Y Change
+58.89%
Window
Jun 25, 2025 โ Jun 15, 2026
- Market Cap
- $6.17B
- Revenue Growth
- -1.9%
- EPS Growth
- -39.9%
- Dividend Yield
- 2.0%
Coverage: 244 bars ยท Jun 25, 2025 โ Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Landstar System, Inc. (LSTR) is a Industrials stock with a market cap of $6.17B and listed on NASDAQ. The stock last traded around $224.27 and up 58.9% across the available one-year price window (Jun 25, 2025 โ Jun 15, 2026). Baseline metrics include revenue growth of -1.9%, EPS growth of -39.9%, a dividend yield of 2.0%. What stands out right now is revenue -1.9%, EPS -39.9%, free cash flow -15.9% with operating margin 3.4% and ROIC 12.5%. The dividend is present but secondary, with a yield around 2.0%. Valuation already assumes a fairly strong business story at P/E 49.7 and price/sales 1.3. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines LSTR price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-1.9% vs +6.8% peer median
Operating Margin
Below sector median
+3.4% vs +16.9% peer median
P/E
Above sector median
49.7 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 28, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -1.9% and EPS is at -39.9%, with operating margin around 3.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.0%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.0% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 28, 2026 | โ | +1.2% | -1.1% | +10.2% |
2026 Jan 28, 2026 | +4.2% | -2.3% | +5.2% | +2.7% |
2025 Oct 28, 2025 | -1.6% | -3.8% | -1.1% | +1.0% |
Benchmark Edge
LSTR vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LSTR
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LSTR Max Drawdown
-17.65%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LSTR and SPY.
Company Overview
Landstar System, Inc.
NASDAQ Global Select
Landstar 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.
- Leadership
- Frank A. Lonegro
- IPO Date
- Mar 5, 1993
- Employees
- 1.4k
- Street Address
- 13410 Sutton Park Drive South
- Mailing
- Jacksonville, FL, 32224
- Region
- Jacksonville, FL, US
- Reporting Currency
- USD
- Investor Line
- 904 398 9400
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 49.7
- EV/EBITDA
- 24.7
- Price/Sales
- 1.3
- Price/Book
- 7.7
Growth
- Revenue
- -1.9%
- EPS
- -39.9%
- Free Cash Flow
- -15.9%
Profitability
- Gross Margin
- 17.2%
- Operating Margin
- 3.4%
- Net Margin
- 2.6%
- ROE
- 14.6%
- ROIC
- 12.5%
Balance Sheet
- Debt/Equity
- 0.03
- Current Ratio
- 1.88
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.