LSTR official logo LSTR
LSTR 1-star rating from Upturn Advisory
Landstar System Inc (LSTR) company logo

Landstar System Inc (LSTR)

Landstar System Inc (LSTR) 1-star rating from Upturn Advisory
$133.8
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Upturn Advisory Summary

12/02/2025: LSTR (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

3 star rating from financial analysts

17 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $131

1 Year Target Price $131

Analysts Price Target For last 52 week
$131 Target price
52w Low $118.93
Current$133.8
52w High $186.31

Analysis of Past Performance

Type Stock
Historic Profit -21.65%
Avg. Invested days 22
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/02/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Landstar System Inc

Landstar System Inc(LSTR) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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
Full time employees 1441

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.