Landstar System (LSTR) Stock Price & Analysis
LSTR Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 89.38B
- Enterprise Value
- MXN 5.35B
- Total Cash (Recent Filing)
- MXN 351.00M
- Total Debt (Recent Filing)
- MXN 151.38M
- Price to Earnings (P/E)
- 31.3
- Beta
- N/A
- Next Earnings
- Jan 27, 2027 (Est.)
- EPS Estimate
- 31.48
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue Recovery
Strong third-quarter growth indicates that freight demand, pricing, and execution are improving across Landstar’s core network. Higher revenue per load combined with increased volumes can rebuild earnings power and support better utilization over the next several quarters.
Conservative Balance Sheet
Low leverage and substantial equity support give Landstar meaningful financial flexibility through freight-cycle volatility. The company can continue investing in technology, equipment, agents, and shareholder returns without the balance-sheet stress associated with heavily indebted carriers.
Scalable Asset-Light Network
The agent-based, asset-light model allows Landstar to expand freight coordination without matching growth with heavy fleet ownership and capital spending. Its independent network also supports broad customer access and flexible capacity across truckload, intermodal, LTL, and specialized freight.
Bears Say
Insurance And Claims Burden
Escalating claim severity and insurance expense can absorb the benefit of stronger pricing and freight volumes. If adverse reserve development persists, it may keep margins below prior-cycle levels and make earnings less predictable even when operating performance improves.
Brokerage Margin Compression
Higher payments to third-party carriers reduce the spread Landstar earns on brokerage freight, limiting operating leverage as capacity tightens. Sustained rate pressure could prevent revenue growth from translating proportionally into gross profit and operating income.
Weaker Cash-Flow Trend
Cash generation remains positive but has weakened materially from recent annual levels, signaling softer conversion of earnings into internally generated funds. A less robust cash trajectory could constrain reinvestment and shareholder returns if the freight recovery loses momentum.
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Company Description
Landstar System
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.
- Sector
- Industrials
- Industry
- Integrated Freight & Logistics
- CEO
- Frank A. Lonegro
- Employees
- 1,378
- Website
- www.landstar.com
- Address
- 13410 Sutton Park Drive South, Jacksonville, FL, 32224, US
Landstar System (LSTR) Earnings & Revenues
LSTR Company Deck
LSTR Earnings Call
Earnings Call SentimentPositive
The call was predominantly positive, with strong revenue, pricing, heavy haul, safety, BCO utilization, agent-network, technology, and July performance trends. These positives were partly offset by materially higher claims and insurance costs, brokerage margin compression, elevated SG&A, negative second-quarter free cash flow, ongoing litigation uncertainty, and the decision not to provide formal third-quarter guidance.
View all MX:LSTR earnings summaries