L

    Landstar System Inc (LSTR)

    Official site

    INDUSTRIALS • INTEGRATED FREIGHT & LOGISTICS • NASDAQ

    $180.63
    +0.60 (+0.33%)

    Market Cap: $6.13B

    Last updated: Sep 01, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    75%(30/40)
    Avg Surprise
    +2.13%
    Streak
    2 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$1.65
    Range$1.51 - $1.82
    17 analysts
    EPS Revisions
    13
    0
    7d
    14
    0
    30d
    EPS Estimate Drift
    90d ago$1.48-10.1%
    60d ago$1.50-9.0%
    30d ago$1.52-7.6%
    7d ago$1.59-3.4%
    Current$1.65
    Revenue Consensus
    $1.5B
    Range$1.3B - $1.6B
    14 analysts
    Period ending Dec 31, 2026
    EPS Consensus$1.66
    Range$1.34 - $2.04
    18 analysts
    Revenue Consensus
    $1.6B
    Range$1.2B - $1.8B
    15 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.66---
    Sep 26EST
    		-$1.65---
    Jun 26
    Reported Jul 28
    		$1.44$1.42+1.41%Beat+20.0%
    Mar 26
    Reported Apr 28
    		$1.16$1.12+3.57%Beat+22.1%
    Dec 25
    Reported Jan 28
    		$0.75$1.09-31.19%Miss-42.7%
    Sep 25
    Reported Oct 28
    		$1.22$1.23-0.81%Miss-13.5%
    Jun 25
    Reported Jul 29
    		$1.20$1.17+2.56%Beat-18.9%
    Mar 25
    Reported May 13
    		$0.95$0.94+1.06%Beat-28.0%
    Dec 24
    Reported Jan 29
    		$1.31$1.34-2.24%Miss-19.1%
    Sep 24
    Reported Oct 29
    		$1.41$1.45-2.76%Miss-17.5%
    Jun 24
    Reported Jul 30
    		$1.48$1.45+2.07%Beat-20.0%
    Mar 24
    Reported Apr 24
    		$1.32$1.28+3.13%Beat-39.2%
    Dec 23
    Reported Jan 31
    		$1.62$1.62+0.00%Beat-37.7%
    Sep 23
    Reported Oct 25
    		$1.71$1.71+0.00%Beat-38.0%
    Jun 23
    Reported Jul 26
    		$1.85$1.79+3.35%Beat-39.3%
    Mar 23
    Reported Apr 26
    		$2.17$2.07+4.83%Beat-35.0%
    Dec 22
    Reported Feb 1
    		$2.60$2.60+0.00%Beat-13.0%
    Sep 22
    Reported Oct 19
    		$2.76$2.76+0.00%Beat+7.0%
    Jun 22
    Reported Jul 20
    		$3.05$3.27-6.73%Miss+27.1%
    Mar 22
    Reported Apr 20
    		$3.34$3.34+0.00%Beat+66.2%
    Dec 21
    Reported Jan 26
    		$2.99$2.87+4.18%Beat+48.8%
    Sep 21
    Reported Oct 20
    		$2.58$2.53+1.98%Beat+60.2%
    Jun 21
    Reported Jul 21
    		$2.40$2.35+2.13%Beat+144.9%
    Mar 21
    Reported Apr 21
    		$2.01$1.65+21.82%Beat+93.3%
    Dec 20
    Reported Jan 27
    		$2.01$1.76+14.20%Beat+58.3%
    Sep 20
    Reported Oct 21
    		$1.61$1.42+13.38%Beat+19.3%
    Jun 20
    Reported Jul 22
    		$0.98$0.73+34.25%Beat-35.9%
    Mar 20
    Reported Apr 22
    		$1.04$1.10-5.45%Miss-34.2%
    Dec 19
    Reported Jan 29
    		$1.27$1.42-10.56%Miss-24.4%
    Sep 19
    Reported Oct 23
    		$1.35$1.41-4.26%Miss-17.2%
    Jun 19
    Reported Jul 24
    		$1.53$1.53+0.00%Beat+1.3%
    Mar 19
    Reported Apr 24
    		$1.58$1.51+4.64%Beat+15.3%
    Dec 18
    Reported Jan 30
    		$1.68$1.58+6.33%Beat+55.6%
    Sep 18
    Reported Oct 24
    		$1.63$1.60+1.88%Beat+71.6%
    Jun 18
    Reported Jul 25
    		$1.51$1.53-1.31%Miss+69.7%
    Mar 18
    Reported Apr 25
    		$1.37$1.35+1.48%Beat+77.9%
    Dec 17
    Reported Jan 31
    		$1.08$1.02+5.88%Beat+14.9%
    Sep 17
    Reported Oct 25
    		$0.95$0.97-2.06%Miss+10.5%
    Jun 17
    Reported Jul 26
    		$0.89$0.89+0.00%Beat-
    Mar 17
    Reported Apr 26
    		$0.77$0.74+4.05%Beat-
    Dec 16
    Reported Feb 1
    		$0.94$0.87+8.05%Beat-
    Sep 16
    Reported Oct 19
    		$0.86$0.81+6.17%Beat-

    Dividends

    Dividend Metrics

    Yield0.91%
    Annual/Share$1.64
    Payout Ratio42.26%
    Frequency4
    Pay MonthsJan, Mar, Jun, Sep, Dec

    Growth

    3Y CAGR+12.35%
    5Y CAGR+14.58%
    View LSTR's full dividend history

    Key Metrics

    Valuation
    P/E Ratio39.53EV/EBITDA25.00x
    Price/FCF34.90xFCF Yield2.87%
    Profitability
    Profit Margin2.64%Operating Margin4.62%
    ROE15.00%ROIC14.73%
    Financial Health
    Debt/Equity0.08xInterest Coverage98.12x
    Current Ratio1.82xQuick Ratio1.82x
    Trading Statistics
    Beta0.89Avg Volume430.66K
    52-Week High$227.9452-Week Low$116.50

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$182.27
    SMA 20$182.68
    SMA 50$194.34
    SMA 200$170.04
    EMA 10$181.99
    EMA 20$184.11
    EMA 50$189.33
    EMA 200$175.11

    MACD

    Line: -3.29Signal: -3.68Hist: 0.39

    ADX

    ADX: 20.7+DI: 18.6-DI: 24.5

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down12.0
    PSAR$191.45

    Bollinger Bands

    Upper Band$191.48
    Lower Band$173.87
    %B Position964%(Upper)
    Band Width0.38

    RSI (14-Day)

    Neutral
    43.6

    Momentum Oscillators

    Stoch %K27.9
    Stoch %D29.3
    Williams %R-76.6
    ROC (10d)-6.4%
    Momentum-12.29
    CCI (20d)-50.9
    MFI (14d)51.7

    Volatility Measures

    ATR (14d)$5.74(3.2%)
    StdDev (20d)4.40
    Hist Vol34.9%(Moderate)

    Volume Flow

    VWAP$180.52
    OBV1.9M
    AD Line-102.4M
    CMF (20d)-0.094

    Volume Metrics

    Avg Vol (20d)418.2K
    Vol Ratio1.0x
    VWMA (20d)$182.80

    Pivot Points

    R3$189.59
    R2$187.29
    R1$183.66
    Pivot Point$181.36
    S1$177.73
    S2$175.43
    S3$171.80

    Advanced Oscillators

    TSI-13.19
    Ultimate Osc43.5
    KST-52.79

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.43B$1.17B$1.17B$1.21B$1.21B$1.15B$1.21B$1.21B$1.23B$1.17B$1.20B$1.29B
    Cost of Revenue$1.12B$907.00M$912.58M$936.47M$941.41M$897.88M$945.86M$943.80M$950.06M$905.52M$927.03M$986.74M
    Gross Profit$308.86M$264.29M$261.89M$268.93M$269.97M$254.62M$263.47M$270.06M$274.95M$265.52M$277.42M$302.60M
    Operating Expenses$242.64M$211.06M$232.34M$242.61M$213.69M$215.21M$205.70M$206.95M$206.89M$205.56M$202.85M$222.25M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$195.57M$167.91M$166.70M$171.28M$174.82M$166.72M$166.69M$165.10M$168.89M$168.56M$165.19M$181.38M
    Operating Income$66.23M$53.24M$29.55M$26.33M$56.28M$39.42M$57.77M$63.12M$68.06M$59.96M$74.57M$80.35M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$812,000$518,000$240,000$217,000$698,000$-159,000$-964,000$-1,169,000$-1,675,000$-1,611,000$-1,867,000$-1,046,000
    Income Before Tax$65.42M$52.72M$29.31M$26.11M$55.58M$39.58M$58.73M$64.28M$69.73M$61.57M$76.43M$81.39M
    Income Tax Expense$16.46M$13.28M$5.37M$6.75M$13.69M$9.77M$12.54M$14.25M$17.11M$14.48M$18.45M$19.74M
    Net Income$48.95M$39.44M$23.94M$19.36M$41.89M$29.81M$46.19M$50.03M$52.62M$47.10M$57.99M$61.65M
    EBITDA$76.70M$63.86M$40.12M$37.90M$68.50M$51.71M$70.57M$78.55M$82.61M$74.17M$88.29M$94.77M
    EBIT$66.23M$53.24M$29.55M$26.33M$56.28M$39.42M$57.77M$63.12M$68.06M$59.96M$74.57M$80.35M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $179697
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    -87.1%
    Active Awards
    13
    New Awards (TTM)
    4
    Avg Remaining Term
    8.0 mo

    Top agency: Department of Defense at 68.6% of trailing twelve month obligations across 2 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    70US0926F3OTH2834Department of Homeland SecurityU.S. Secret Service$250000Jun 29, 2026
    N0003026C4502Department of DefenseDepartment of the Navy$123200Apr 17, 2026
    70US0926F3OTH2718Department of Homeland SecurityU.S. Secret Service$90000Dec 9, 2025
    70BPCR26P62730883Department of Homeland SecurityU.S. Customs and Border Protection$18000Oct 30, 2025

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Understanding Momentum Shifts in (LSTR)

    This article analyzes Landstar System Inc. (LSTR) using AI-generated signals to identify momentum shifts and provide trading strategies. It notes weak near-term sentiment but strong long-term support, suggesting choppy market conditions. Three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—are offered, along with multi-timeframe signal analysis.

    Stock Traders Daily•8/29/26•
    Somewhat-Bearish

    ETFs Investing in Landstar System, Inc. Stocks

    This article provides a list of ETFs that hold Landstar System, Inc. (LDS) stocks, detailing their market value, weight, issuer, management style, focus, expense ratio, assets under management (AUM), price, and 3-year NAV total return. The ETFs listed range across various market caps and investment strategies, offering different approaches for investing in LDS. The information aims to help investors identify suitable funds with LDS exposure.

    TradingView•8/23/26•
    Neutral

    Landstar System Inc (LSTR) Shares Fall 3.7% -- GF Value Says Still Overvalued

    Landstar System Inc (LSTR) shares fell 3.7% to $186.30, yet the stock remains overvalued according to GuruFocus' GF Value™ estimate of $179.74. Despite strong year-to-date performance and a high GF Score™ of 81/100 reflecting robust financial strength, its current P/E ratio is significantly above its historical median, indicating potential overextension. Insider selling activity also suggests caution for investors.

    GuruFocus•8/19/26•
    Somewhat-Bearish

    Landstar says its trimmed 35,000 approved carriers over four years

    Landstar System has reduced its approved carrier network by 35% over the last four years, shedding 35,000 carriers. This strategic move, driven by advancements in technology to combat cargo fraud, aims to enhance safety, security, and service, ultimately mitigating the risk of nuclear verdicts and fraud. The company is also advocating for clearer federal guidelines on carrier vetting to create a more predictable operating environment for the trucking industry.

    Truck News•8/17/26•
    Bullish

    State of Wyoming Takes Position in Landstar System, Inc. $LSTR

    The State of Wyoming has acquired a new position in Landstar System, Inc. (NASDAQ:LSTR), purchasing 6,165 shares valued at approximately $1.275 million in the second quarter. This move comes as institutional investors collectively own a significant 97.95% of the company. Despite analysts maintaining a "Hold" rating with an average price target of $196, Landstar has announced a dividend increase to $0.44 per share and authorized a share repurchase program.

    MarketBeat•8/16/26•
    Neutral

    Frequently Asked Questions About LSTR

    What is LSTR's current dividend yield?
    Landstar System Inc (LSTR) has a current dividend yield of 0.91%.
    Does LSTR pay dividends?
    Yes, Landstar System Inc pays dividends with a current yield of 0.91%.
    What is LSTR's P/E ratio?
    Landstar System Inc has a price-to-earnings (P/E) ratio of 39.53.
    What is LSTR's market cap?
    Landstar System Inc (LSTR) has a market capitalization of $6.13B with a current stock price of $180.63.

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