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Upturn AI SWOT - About
LSTR 
Landstar System Inc (LSTR)
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Upturn Advisory Summary
07/09/2025: LSTR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $143.39
1 Year Target Price $143.39
| 0 | Strong Buy |
| 0 | Buy |
| 16 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.21% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.00B USD | Price to earnings Ratio 28.35 | 1Y Target Price 143.39 |
Price to earnings Ratio 28.35 | 1Y Target Price 143.39 | ||
Volume (30-day avg) 17 | Beta 0.89 | 52 Weeks Range 128.63 - 193.18 | Updated Date 07/9/2025 |
52 Weeks Range 128.63 - 193.18 | Updated Date 07/9/2025 | ||
Dividends yield (FY) 1.15% | Basic EPS (TTM) 5.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.71% | Operating Margin (TTM) 3.34% |
Management Effectiveness
Return on Assets (TTM) 8.17% | Return on Equity (TTM) 18.34% |
Valuation
Trailing PE 28.35 | Forward PE 28.09 | Enterprise Value 4682785699 | Price to Sales(TTM) 1.04 |
Enterprise Value 4682785699 | Price to Sales(TTM) 1.04 | ||
Enterprise Value to Revenue 0.98 | Enterprise Value to EBITDA 17.46 | Shares Outstanding 34946200 | Shares Floating 34633059 |
Shares Outstanding 34946200 | Shares Floating 34633059 | ||
Percent Insiders 1.04 | Percent Institutions 103.82 |
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 became independent in 1988 through a management buyout. The company has grown through acquisitions and organic growth, becoming a leading provider of integrated transportation management solutions.
Core Business Areas
- Transportation Services: Provides transportation services through a network of independent commission sales agents (Business Capacity Owners or BCOs) and third-party capacity providers. Focuses on truckload freight, including specialized and oversized loads.
- Insurance: Provides risk management services, primarily for its BCOs and other capacity providers. This includes cargo, auto liability, and worker's compensation insurance.
Leadership and Structure
Jim Gattoni is the President and CEO. The company operates with a decentralized structure, empowering its independent agents and BCOs.
Top Products and Market Share
Key Offerings
- Truckload Transportation: Landstar's primary offering is truckload transportation services, utilizing a network of owner-operators and third-party carriers. It specializes in high-value, time-critical, and oversized freight. Market share is estimated to be around 3-5% of the US truckload market. Key competitors include Schneider National, J.B. Hunt, and Werner Enterprises.
- Specialized Transportation: Landstar provides specialized transportation services for oversized, heavy, and hazardous materials. This includes project cargo and government-related shipments. Revenue from specialized transportation is not explicitly broken out. Competitors include Daseke and Bennett Motor Express.
- Cross-Border Logistics: Landstar facilitates transportation across the US-Mexico and US-Canada borders, managing customs and regulatory requirements. Revenue is not explicitly broken out. Competitors include FedEx and UPS.
Market Dynamics
Industry Overview
The trucking industry is highly fragmented and cyclical, influenced by economic growth, fuel prices, and regulatory changes. Demand for transportation services is driven by consumer spending and industrial production.
Positioning
Landstar is positioned as a non-asset-based transportation provider, offering flexibility and scalability. Its independent agent network allows it to adapt to changing market conditions. Its competitive advantages include its large network of owner-operators and its focus on specialized freight.
Total Addressable Market (TAM)
The US truckload market is estimated to be over $800 billion. Landstar's market share represents a small portion of this TAM, indicating significant potential for growth.
Upturn SWOT Analysis
Strengths
- Non-asset-based business model
- Large network of independent agents and BCOs
- Strong financial position
- Focus on specialized and high-value freight
- Scalable operations
Weaknesses
- Reliance on independent agents
- Exposure to economic cycles
- Fuel price volatility
- Potential regulatory changes
- Limited control over BCOs operations
Opportunities
- Growth in e-commerce
- Increased demand for specialized transportation
- Expansion into new markets
- Technological advancements in logistics
- Acquisitions of smaller transportation providers
Threats
- Economic recession
- Increased competition
- Driver shortage
- Rising insurance costs
- Changes in regulations
Competitors and Market Share
Key Competitors
- JBHT
- SNDR
- WERN
Competitive Landscape
Landstar's non-asset-based model provides it with greater flexibility than its asset-based competitors. However, it faces challenges from larger competitors with more comprehensive service offerings.
Major Acquisitions
Active Aero Group
- Year: 2004
- Acquisition Price (USD millions): 51.9
- Strategic Rationale: Expanded Landstar's service offerings in expedited air freight and critical parts logistics.
Growth Trajectory and Initiatives
Historical Growth: Landstar has experienced steady growth over the past decade, driven by both organic growth and acquisitions.
Future Projections: Analysts project continued growth for Landstar, driven by demand for transportation services and the company's competitive advantages.
Recent Initiatives: Landstar is investing in technology to improve its operations and enhance its customer service. It is also focused on expanding its network of independent agents and BCOs.
Summary
Landstar System Inc. demonstrates a solid business model, particularly its non-asset-based approach, which provides flexibility. Consistent profitability and dividend payouts have contributed to strong shareholder returns. Dependence on independent agents and sensitivity to economic cycles remain key challenges. Continued investment in technology and expansion into new markets offer promising growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
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 1400 | Website https://www.landstar.com |
Full time employees 1400 | 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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