Landstar System (LSTR) Financials: Revenue & Earnings

LSTR price $139.92 -28.86 -17.10%

Ticker
LSTR
Price
$139.92
Change
-28.86 -17.10%
Market cap ?
$4.75B
P/E ?
31.08
Forward P/E ?
23.55
Dividend yield ?
2.48%
Beta ?
0.89
Sector
Industrials
Industry
Integrated Freight & Logistics
Stocklytics score
43
Value
41
Quality
48
Growth
41

Stocklytics score rationale: value 41, quality 48, growth 41.

Financials

2016201720182019202020212022202320242025
3169136000364886200046189600004089618000413638000065404250007439724000531346300048340550004743760000

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)…

Fair value

LSTR fair value $211.61. Price $139.92. Price is 34% below fair value.

Below fair value, around its usual discount.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 279.51M. Growth 18.58%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.21% (beta 0.9). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 33.94M. Net debt -263.22M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare LSTR

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-27—1.67—1.53B
2026-10-271.421.671.51B1.50B
2026-07-281.441.491.43B1.34B
2026-04-281.161.111.17B1.16B
2026-01-280.701.191.17B1.19B
2025-10-281.221.241.21B1.20B
2025-07-291.201.161.21B1.24B
2025-05-130.850.931.15B1.14B
2025-01-291.311.351.21B1.20B
2024-10-291.411.451.21B1.22B
2024-07-301.481.451.23B1.25B
2024-04-241.321.281.17B1.13B
2024-01-311.621.621.20B1.24B
2023-10-251.711.711.29B1.31B
2023-07-261.851.831.37B1.39B
2023-04-262.172.071.44B1.42B
2023-02-012.602.621.67B1.77B
2022-10-192.762.761.82B1.80B
2022-07-203.053.231.98B2.02B
2022-04-203.343.051.97B1.86B
2022-01-262.992.841.95B1.84B
2021-10-202.582.491.73B1.59B
2021-07-212.402.321.57B1.56B
2021-04-212.011.631.29B987.37M
2021-01-272.011.721.30B1.08B
2020-10-211.611.371.09B923.73M
2020-07-220.980.72823.51M929.03M
2020-04-221.041.10927.57M982.31M
2020-01-291.271.42994.88M1.11B
2019-10-231.351.431.01B1.07B
2019-07-241.531.531.05B1.05B
2019-04-241.581.511.03B988.32M
2019-01-301.681.591.18B1.12B
2018-10-241.631.601.20B1.18B
2018-07-251.511.531.18B1.20B
2018-04-251.371.351.05B1.03B
2018-01-311.081.021.05B697.04M
2017-10-251.010.96943.43M897.36M
2017-07-260.890.89870.43M871.00M
2017-04-260.770.74780.91M750.86M

Dividends

Yield 2.60%. Payout ratio 76.58%. Frequency Quarterly.

Safety score 75/100 · Safe. Payout ratio is 77% of earnings. Dividends use a moderate share of free cash flow. Dividends were paid in 22 separate years. Yield is 2.6%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-08-18$0.442026-08-182026-09-09Quarterly
2026-05-19$0.402026-05-192026-06-09Quarterly
2026-02-18$0.402026-02-182026-03-11Quarterly
2026-01-06$2.002026-01-062026-01-21Special
2025-11-18$0.402025-11-182025-12-09Quarterly
2025-08-19$0.402025-08-192025-09-09Quarterly
2025-06-05$0.402025-06-052025-06-24Quarterly
2025-02-18$0.362025-02-182025-03-11Quarterly
2025-01-07$2.002025-01-072025-01-21Special
2024-11-19$0.362024-11-192024-12-10Quarterly
2024-08-20$0.362024-08-202024-09-10Quarterly
2024-05-07$0.332024-05-082024-05-24Quarterly
2024-02-09$0.332024-02-122024-03-08Quarterly
2024-01-02$2.002024-01-032024-01-19Special
2023-11-06$0.332023-11-072023-12-01Quarterly
2023-08-09$0.332023-08-102023-08-25Quarterly
2023-05-03$0.302023-05-042023-05-26Quarterly
2023-02-10$0.302023-02-132023-03-10Quarterly
2023-01-05$2.002023-01-062023-01-20Special
2022-11-07$0.302022-11-082022-12-02Quarterly
2022-08-05$0.302022-08-082022-08-26Quarterly
2022-05-04$0.252022-05-052022-05-27Quarterly
2022-02-11$0.252022-02-142022-03-11Quarterly
2022-01-06$2.002022-01-072022-01-21Special
2021-11-08$0.252021-11-092021-12-03Quarterly
2021-08-06$0.252021-08-092021-08-27Quarterly
2021-05-05$0.212021-05-062021-05-28Quarterly
2021-02-11$0.212021-02-152021-03-12Quarterly
2021-01-07$2.002021-01-082021-01-22Special
2020-11-09$0.212020-11-102020-12-04Quarterly
2020-08-07$0.212020-08-102020-08-28Quarterly
2020-05-06$0.182020-05-072020-05-29Quarterly
2020-02-13$0.182020-02-172020-03-13Quarterly
2020-01-09$2.002020-01-102020-01-24Special
2019-11-08$0.182019-11-122019-12-06Quarterly
2019-08-09$0.182019-08-122019-08-30Quarterly
2019-05-08$0.172019-05-092019-05-31Quarterly
2019-02-14$0.172019-02-182019-03-15Quarterly
2018-11-09$0.172018-11-132018-12-07Quarterly
2018-08-10$0.172018-08-132018-08-31Quarterly
2018-05-09$0.152018-05-102018-06-01Quarterly
2018-02-15$0.152018-02-192018-03-16Quarterly
2018-01-11$1.502018-01-122018-01-26Special
2017-11-13$0.102017-11-142017-12-08Quarterly
2017-08-10$0.102017-08-142017-09-01Quarterly
2017-05-09$0.092017-05-112017-06-02Quarterly
2017-02-15$0.092017-02-202017-03-17Quarterly
2016-11-04$0.092016-11-082016-12-02Quarterly
2016-08-04$0.092016-08-082016-08-26Quarterly
2016-05-03$0.082016-05-052016-05-27Quarterly
2016-02-10$0.082016-02-152016-03-11Quarterly
2015-11-06$0.082015-11-102015-12-04Quarterly
2015-08-06$0.082015-08-102015-08-28Quarterly
2015-05-05$0.072015-05-072015-05-29Quarterly
2015-02-11$0.072015-02-162015-03-13Quarterly
2015-01-08$1.002015-01-122015-01-26Special
2014-11-06$0.072014-11-112014-12-05Quarterly
2014-08-07$0.072014-08-112014-08-29Quarterly
2014-05-06$0.062014-05-082014-05-30Quarterly
2014-02-13$0.062014-02-182014-03-14Quarterly
2013-12-24$0.352013-12-272014-01-16Annual
2012-12-13$0.502012-12-172012-12-27Irregular
2012-11-08$0.062012-11-132012-12-07Quarterly
2012-08-09$0.062012-08-132012-08-31Quarterly
2012-05-08$0.062012-05-102012-06-01Quarterly
2012-02-15$0.062012-02-202012-03-16Quarterly
2011-11-04$0.062011-11-082011-12-02Quarterly
2011-08-04$0.062011-08-082011-08-26Quarterly
2011-05-03$0.052011-05-052011-05-27Quarterly
2011-02-10$0.052011-02-142011-03-11Quarterly
2010-10-28$0.052010-11-012010-11-26Quarterly
2010-08-05$0.052010-08-092010-08-27Quarterly
2010-05-04$0.042010-05-062010-05-28Quarterly
2010-02-03$0.042010-02-052010-02-26Quarterly
2009-10-29$0.042009-11-022009-11-27Quarterly
2009-08-06$0.042009-08-102009-08-28Quarterly
2009-05-05$0.042009-05-072009-05-29Quarterly
2009-02-04$0.042009-02-062009-02-27Quarterly
2008-10-30$0.042008-11-032008-11-28Quarterly
2008-08-07$0.042008-08-112008-08-29Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-08-10Dugas Vallie SOther0——
2026-08-01Clement William CBuy4.92K——
2026-08-01Clement William COther0——
2026-06-15Todd James PSell1.20K$218.17261.80K
2026-06-05MURPHY DIANA MSell11.25K$221.282.49M
2026-05-06WHITE TERESA LBuy825——
2026-05-06Scanlon George PBuy825——
2026-05-06MURPHY DIANA MBuy825——
2026-05-06Liang James LBuy825——
2026-05-06HART MELANIE MBuy825——
2026-05-06Blanton Jonathan BarrBuy825——
2026-05-06BANNISTER DAVID G/Buy825——
2026-05-06Akbari Dr. HomairaBuy825——
2026-03-15Miller MatthewSell130$146.7819.08K
2026-02-23Lewis Terri MBuy3.34K——
2026-02-23Lewis Terri MBuy1.17K——
2026-02-23Lewis Terri MOther0——
2026-02-02Lonegro Frank ASell2.08K$154.55322.24K
2026-01-31Todd James PSell519$148.9177.28K
2026-01-31Miller MatthewSell159$148.9123.68K
2026-01-31Lonegro Frank ASell922$148.91137.30K
2026-01-31Kneller Michael KSell365$148.9154.35K
2026-01-31Dannegger Matthew MSell357$148.9153.16K
2026-01-31CORO RICARDO SSell366$148.9154.50K
2026-01-31Applegate James MSell227$148.9133.80K
2026-01-30Todd James PBuy1.68K——
2026-01-30Miller MatthewBuy1.68K——
2026-01-30Lonegro Frank ABuy6.71K——
2026-01-30Kneller Michael KBuy1.68K——
2026-01-30Dannegger Matthew MBuy1.18K——
2026-01-30CORO RICARDO SBuy1.68K——
2026-01-30Applegate James MBuy1.18K——
2025-10-31Blanton Jonathan BarrBuy645——
2025-10-31HOUSEY HART MELANIEBuy645——
2025-10-31HOUSEY HART MELANIEOther0——
2025-10-31Blanton Jonathan BarrOther0——
2025-05-19WHITE TERESA LBuy1.04K——
2025-05-19Scanlon George PBuy1.04K——
2025-05-19ORLANDO ANTHONY JBuy1.04K——
2025-05-19MURPHY DIANA MBuy1.04K——
2025-05-19Liang James LBuy1.04K——
2025-05-19BANNISTER DAVID G/Buy1.04K——
2025-05-19Akbari Dr. HomairaBuy1.04K——
2025-03-15Miller MatthewSell152$149.0922.66K
2025-02-02Lonegro Frank ASell2.08K$165.27344.59K
2025-01-31Beacom Joseph JSell393$165.2764.95K
2025-01-31Todd James PBuy1.51K——
2025-01-31Todd James PSell432$165.2771.40K
2025-01-31Miller MatthewBuy1.06K——
2025-01-31Miller MatthewSell86$165.2714.21K
2025-01-31Lonegro Frank ABuy6.05K——
2025-01-31Lonegro Frank ASell454$165.2775.03K
2025-01-31Kneller Michael KBuy1.51K——
2025-01-31Kneller Michael KSell392$165.2764.79K
2025-01-31Dannegger Matthew MBuy1.06K——
2025-01-31Dannegger Matthew MSell63$165.2710.41K
2025-01-31CORO RICARDO SBuy1.51K——
2025-01-31CORO RICARDO SSell393$165.2764.95K
2025-01-31Cooper Aimee MBuy756——
2025-01-31Cooper Aimee MSell167$165.2727.60K
2025-01-31Applegate James MBuy1.06K——
2025-01-31Applegate James MSell144$165.2723.80K
2024-12-13Miller MatthewSell144$186.9126.92K
2024-12-01Miller MatthewOther0——
2024-12-01Miller MatthewOther0——
2024-11-06Todd James PSell1.00K$184.32184.32K
2024-11-04BANNISTER DAVID G/Sell5.00K$177.00885.00K
2024-11-01BANNISTER DAVID G/Sell5.00K$176.37881.84K
2024-05-08WHITE TERESA LBuy830——
2024-05-08Scanlon George PBuy830——
2024-05-08ORLANDO ANTHONY JBuy830——
2024-05-08MURPHY DIANA MBuy830——
2024-05-08Liang James LBuy830——
2024-05-08BANNISTER DAVID G/Buy830——
2024-05-08Akbari Dr. HomairaBuy830——
2024-03-18Dannegger Matthew MSell0——
2024-03-18Applegate James MSell0——
2024-02-05Kneller Michael KSell12.22K$190.302.33M
2024-02-05CORO RICARDO SSell5.00K$190.56952.79K
2024-02-02Todd James PBuy1.32K——
2024-02-02Lonegro Frank ABuy10.59K——
2024-02-02Lonegro Frank ABuy5.30K——
2024-02-02Kneller Michael KBuy1.32K——
2024-02-02CORO RICARDO SBuy1.32K——
2024-02-02Cooper Aimee MBuy662——
2024-02-02Beacom Joseph JBuy1.32K——
2024-02-02Lonegro Frank AOther0——
2024-01-31Todd James PBuy618——
2024-01-31Todd James PSell184$194.3735.76K
2024-01-31Todd James PSell311$194.3760.45K
2024-01-31Kneller Michael KBuy3.11K——
2024-01-31Kneller Michael KSell790$194.37153.55K
2024-01-31Kneller Michael KSell390$194.3775.80K
2024-01-31Gattoni James BBuy6.23K——
2024-01-31Gattoni James BSell2.48K$194.37481.45K
2024-01-31Gattoni James BSell1.26K$194.37244.91K
2024-01-31CORO RICARDO SBuy3.11K——
2024-01-31CORO RICARDO SSell791$194.37153.75K
2024-01-31CORO RICARDO SSell390$194.3775.80K
2024-01-31Cooper Aimee MBuy618——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 554, holders +64 vs prior quarter. Ownership 102.99%.

HolderSharesChangeChange %Value
BLACKROCK, INC.3.38M145.19K+4.49%698.68M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3.09M-345.02K-10.05%638.47M
AQR CAPITAL MANAGEMENT LLC2.12M286.97K+15.63%438.97M
VANGUARD PORTFOLIO MANAGEMENT LLC1.80M43.33K+2.47%371.44M
VANGUARD CAPITAL MANAGEMENT LLC1.54M4.76K+0.31%317.80M
BOSTON PARTNERS1.44M18.09K+1.27%297.58M
STATE STREET CORP1.14M18.68K+1.66%236.25M
GEODE CAPITAL MANAGEMENT, LLC988.73K53.80K+5.75%204.51M
FIRST TRUST ADVISORS LP836.92K-281.64K-25.18%173.08M
JACOBS LEVY EQUITY MANAGEMENT, INC742.49K-2.74K-0.37%153.55M
NORTHERN TRUST CORP698.92K-22.41K-3.11%144.54M
DIMENSIONAL FUND ADVISORS LP655.09K-28.03K-4.10%135.48M
MILLENNIUM MANAGEMENT LLC607.41K125.32K+25.99%125.62M
REINHART PARTNERS, LLC.569.09K-113.45K-16.62%117.70M
GOLDMAN SACHS GROUP INC526.20K77.29K+17.22%108.82M
MORGAN STANLEY509.92K-146.20K-22.28%105.46M
FENIMORE ASSET MANAGEMENT INC506.58K-59.48K-10.51%104.77M
LORD, ABBETT & CO. LLC432.26K82.87K+23.72%89.40M
NORGES BANK391.31K391.31KNew80.93M
UBS GROUP AG390.38K112.63K+40.55%80.73M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.381.21K381.21KNew78.84M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC381.21K-2.48K-0.65%78.84M
WELLS FARGO & COMPANY/MN349.35K901+0.26%72.25M
BANK OF NEW YORK MELLON CORP331.25K-16.62K-4.78%68.51M
COPELAND CAPITAL MANAGEMENT, LLC319.98K-57.41K-15.21%66.17M

Earnings and financials

Landstar System, Inc. (LSTR) trades at $139.92, with a market cap of $4.75B and a trailing P/E of 31.08. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
3169136000364886200046189600004089618000413638000065404250007439724000531346300048340550004743760000

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Landstar System (LSTR) Financials: Revenue & Earnings

LSTR$139.92-28.86 -17.10%

$4.75B

Market Cap

31.08

P/E

23.55

Forward P/E

43

Score

Price History