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Upturn AI SWOT - About
Landstar System Inc (LSTR)

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Upturn Advisory Summary
12/02/2025: LSTR (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $131
1 Year Target Price $131
| 0 | Strong Buy |
| 0 | Buy |
| 16 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.65% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.64B USD | Price to earnings Ratio 34.22 | 1Y Target Price 131 |
Price to earnings Ratio 34.22 | 1Y Target Price 131 | ||
Volume (30-day avg) 17 | Beta 0.85 | 52 Weeks Range 118.93 - 186.31 | Updated Date 12/2/2025 |
52 Weeks Range 118.93 - 186.31 | Updated Date 12/2/2025 | ||
Dividends yield (FY) 1.15% | Basic EPS (TTM) 3.91 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.86% | Operating Margin (TTM) 4.67% |
Management Effectiveness
Return on Assets (TTM) 7.6% | Return on Equity (TTM) 14.41% |
Valuation
Trailing PE 34.22 | Forward PE 22.99 | Enterprise Value 4232104945 | Price to Sales(TTM) 0.97 |
Enterprise Value 4232104945 | Price to Sales(TTM) 0.97 | ||
Enterprise Value to Revenue 0.89 | Enterprise Value to EBITDA 17.34 | Shares Outstanding 34344702 | Shares Floating 34030791 |
Shares Outstanding 34344702 | Shares Floating 34030791 | ||
Percent Insiders 1.06 | Percent Institutions 106.36 |
Upturn AI SWOT
Landstar System Inc

Company Overview
History and Background
Landstar System, Inc. was founded in 1968 as a subsidiary of Ryder System. It evolved through various ownership changes before becoming Landstar System, Inc. in 1991. It has grown into a major player in the transportation and logistics industry.
Core Business Areas
- Transportation Services: Provides truckload transportation and logistics services throughout North America.
- Insurance Services: Offers risk management and insurance services to independent contractors and other participants in the transportation network.
Leadership and Structure
Jim Gattoni is the current President and CEO. The company operates with a network of independent sales agents and owner-operators.
Top Products and Market Share
Key Offerings
- Truckload Transportation: This is the core offering, providing full truckload services. Landstar does not publish revenue from this product alone. Competitors include JB Hunt, Schneider National, and Knight-Swift.
- Less-than-Truckload (LTL) Services: While not Landstar's focus, they facilitate LTL shipments through their network. Revenue contribution not specifically public. Competitors include XPO Logistics, Old Dominion Freight Line, and FedEx Freight.
- Expedited Freight Services: Provides faster shipping options. Revenue not specifically public. Competitors include Forward Air and Panther Premium Logistics.
Market Dynamics
Industry Overview
The transportation and logistics industry is characterized by high competition, cyclical demand, and sensitivity to economic conditions. Technological advancements and regulatory changes are reshaping the landscape.
Positioning
Landstar is positioned as a non-asset-based provider, leveraging a network of independent owner-operators. This provides flexibility and scalability. Their competitive advantage lies in their network size and agent model.
Total Addressable Market (TAM)
The US truckload market is estimated at over $800 billion. Landstar's revenue represents a small single-digit percentage of this TAM, indicating significant growth potential.
Upturn SWOT Analysis
Strengths
- Large network of independent owner-operators
- Non-asset-based business model
- Strong relationships with independent agents
- Scalability
- Experienced management team
Weaknesses
- Dependence on independent contractors
- Exposure to fluctuations in fuel prices
- Potential for contractor compliance issues
- Limited control over service quality
Opportunities
- Expanding service offerings
- Leveraging technology to improve efficiency
- Increasing market share through acquisitions
- Benefiting from infrastructure investments
- Growth in e-commerce and last-mile delivery
Threats
- Economic downturns
- Increased competition
- Rising insurance costs
- Driver shortages
- Regulatory changes
Competitors and Market Share
Key Competitors
- JBHT
- SNDR
- KNX
Competitive Landscape
Landstar's non-asset based model provides flexibility compared to asset-heavy competitors. However, control over service quality is lower.
Major Acquisitions
Tripp Transit, Inc.
- Year: 2017
- Acquisition Price (USD millions): 27.4
- Strategic Rationale: Expanded Landstar's capacity in specialized hauling.
Growth Trajectory and Initiatives
Historical Growth: Discussion of Landstar's revenue and profit growth over the past few years.
Future Projections: Analyst estimates for future revenue and earnings growth.
Recent Initiatives: Highlight of recent strategic initiatives such as technology investments and acquisitions.
Summary
Landstar operates a flexible, non-asset-based business model which enables scalability. A significant strength is their vast network of independent owner-operators. The company needs to carefully manage relationships with its contractors while navigating fluctuating fuel prices. Continued focus on technology and strategic acquisitions are crucial for sustained growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Industry reports, Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Landstar System Inc
Exchange NASDAQ | Headquaters Jacksonville, FL, United States | ||
IPO Launch date 1993-03-05 | President, CEO & Director Mr. Frank A. Lonegro | ||
Sector Industrials | Industry Integrated Freight & Logistics | Full time employees 1441 | Website https://www.landstar.com |
Full time employees 1441 | Website https://www.landstar.com | ||
Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. It 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 and less-than-truckload services. 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, certain short-line railroads, and asset-based intermodal equipment; and domestic and international air and ocean services. 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 provides risk and claims management services; and reinsures risks of the company's independent contractors. It markets its services through independent commission sales agents and third-party capacity providers. The company was incorporated in 1991 and is headquartered in Jacksonville, Florida.

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