LSTR
Neutral signalScored 2026-11-02 Drivers: Congress, trend, fundamentals. Moteurs : Congrès, tendance, fondamentaux.
Research, not advice.
À propos
Landstar System, Inc.
- Nom
- Landstar System, Inc.
- Secteur
- Industrials
- Industrie
- Integrated Freight & Logistics
- Bourse
- NASDAQ
- Capitalisation
- $5.0B
- Employés
- 1,378
- PDG
- Frank A. Lonegro
- Site web
- https://www.landstar.com
- Marché
- ARCBCHRWFWRDHUBGJBHTKNX
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) services, intermodal rail, air and ocean cargo, as well as expedited ground and air delivery for time-critical shipments. This segment also handles specialized transport like heavy-haul projects, cross-border freight between the U.S. and Canada, and the U.S. and Mexico, as well as intra-Mexico and intra-Canada movements, and customs brokerage. Landstar additionally provides transportation services to other logistics providers, such as third-party logistics firms and small parcel carriers. To facilitate these services, it employs a varied fleet comprising dry and specialized vans, flatbed trailers, temperature-controlled units, and shipping containers. Its rail intermodal services leverage contracts with both domestic and Canadian railroads, while air and ocean freight are managed through agreements with international airlines and shipping lines. This segment caters to a diverse client base, including the automotive, consumer goods, building materials, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, and military equipment sectors. The Insurance segment primarily reinsures specific risks associated with the company's independent contractors. Landstar markets its offerings via a network of independent commission-based sales agents and a pool of third-party capacity providers. Founded in 1968, Landstar System, Inc. is headquartered in Jacksonville, Florida.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
ACHAT TOTAL: 5 000 titres (~714 619,00 $ US)
- Insiders
- Lonegro Frank A
- Total bought
-
$714,619
Avg buy (VWAP, 90d window) $142.92 vs last close $147.53 (+3.2%)
- Total sold
-
—
Avg sell (VWAP, 90d window) —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-10-30
- Liquidity
- Liquid $63,885,617/day · 20d vol
- Last synced
-
2026-11-03 11:35:45
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-30 | Lonegro Frank A | Buy · P P · 10b5-1: not stated | 5,000 | $142.92 | ≈ $714,619 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2025-07-16 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-06-17 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2018-10-24 | Thomas Charles MacArthur | Sale (Full) | $15,001 - $50,000 |
| 2018-10-23 | Thomas Charles MacArthur | Sale (Partial) | $1,001 - $15,000 |
| 2018-06-07 | Thomas Charles MacArthur | Purchase | $15,001 - $50,000 |
Signal
Neutral signalScored 2026-11-02 Drivers: Congress, trend, fundamentals. Moteurs : Congrès, tendance, fondamentaux.
LSTR presents a weak risk/reward profile: deteriorating fundamentals (net margin at 2.4%, ROE at 14.5%, dividend payout ratio above 100%) combine with a low-conviction insider buy signal (confidence 0.45) that is…
The first sentence of the analysis written for LSTR on 2026-11-02 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Supports a bullish reading. Open-market purchases outweigh sales
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
- Timing Pulls against a bullish reading. Close is more than 0.5 ATR under stored support
- Financial indicators Supports a bullish reading. Current ratio 1.75 · operating margin 3.6%
Suggested stop 142.60, nearest stored support minus 0.5 ATR(3.3% under the last close). Reward/risk to the next stored resistance is 1.11. Wait — that reward/risk is under 2. Research, not advice. Not an order.
Recent news
- 2026-10-29 Landstar Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Landstar (LSTR) Previews positioned Landstar as an earnings-beat candidate heading into its October 27 report. Instead, the quarter fell short of analyst expectations on earnings and LSTR shares dropped.
- 2026-10-29 Landstar System''s Big Drop Makes Sense Here Landstar System is reaffirmed as a ''Sell'' due to valuation concerns and macroeconomic headwinds despite strong Q3 revenue growth. LSTR''s Q3 revenue rose 25.4% year over year to $1.52 billion, with truck revenue per load up 25% and net profit boosted by one-time factors. Profitability gains are partly due to non-recurring items; adjusted EPS growth is more modest, and operating cash flow declined.
- 2026-10-29 LSTR Q3 Earnings Beat Estimates on Strong Freight Pricing Landstar''s Q3 2026 earnings and revenues beat estimates as strong truck pricing and higher freight volumes fueled growth, despite insurance cost pressures.
- 2026-10-28 Why Landstar System Stock Crashed After Earnings Landstar missed on earnings in Q3 -- but still more than doubled its profits. The problem is that investors were expecting this, and have bid Landstar stock up past what it''s worth.
- 2026-10-28 Landstar System, Inc. (LSTR) Q3 2026 Earnings Call Transcript Landstar System, Inc. ( LSTR ) Q3 2026 Earnings Call October 27, 2026 4:30 PM EDT Company Participants James Todd - VP, Principal Accounting Officer & CFO Frank Lonegro - President, CEO & Director Matthew Miller - VP and Chief Safety & Operations Officer William Clement - Vice President & Chief Commercial Officer James Applegate - Chief Strategy & Transformation Officer Conference Call Participants Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Jason Seidl - TD Cowen, Research Division Scott Group - Wolfe Research, LLC Thomas Wadewitz - UBS Investment Bank, Research Division Paul Stoddard - Goldman Sachs Group, Inc., Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Madison Pasterchick - Morgan Stanley, Research Division Bascome Majors - Stephens Inc., Research Division J. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Operator Good afternoon, and welcome to Landstar Inc.''s Third Quarter Earnings Release Conference Call.
- 2026-10-27 Landstar (LSTR) Reports Q3 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
- 2026-10-27 Landstar System Q3 Earnings Call Highlights Landstar System NASDAQ: LSTR reported an 18% year-over-year increase in second-quarter 2026 revenue as truck pricing strengthened and demand modestly exceeded typical seasonal patterns, though higher insurance and claims costs weighed on operating results.
- 2026-10-27 Landstar System (LSTR) Surpasses Q3 Earnings and Revenue Estimates Landstar System (LSTR) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $1.22 per share a year ago.
- 2026-10-27 Landstar System Reports Third Quarter Revenue of $1.512B and Earnings Per Share of $1.42 JACKSONVILLE, Fla., Oct. 27, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported its financial results for the 2026 third quarter. The Company reported total revenue of $1.512 billion in the 2026 third quarter, an increase of 25% as compared to revenue of $1.205 billion in the 2025 third quarter, and basic and diluted earnings per share (“EPS”) of $1.42 in the 2026 third quarter, an increase of 154% as compared to EPS of $0.56 in the 2025 third quarter. It should be noted that EPS in the 2025 third quarter was negatively impacted by non-cash impairment charges of $30.1 million, or $0.66 per share, related to the previously disclosed strategic review of operations conducted during the 2025 third quarter, and, as further described below, the 2026 third quarter EPS was negatively impacted by highly elevated insurance and claim costs. The Company also reported a 14% increase in gross profit and a 25% increase in variable contribution (defined as revenue less the cost of purchased transportation and commissions to agents) in the 2026 third quarter, as compared in each case to the 2025 third quarter.
- 2026-10-26 Landstar Stock Gears Up to Report Q3 Earnings: Is A Beat in Store? Landstar System, Inc. ( LSTR )is scheduled to report third-quarter 2026 results on Oct. 27, after market close.
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 13.1% | 20.2% | 21.3% | 20.3% | 20.2% | |
| Ebit Margin | 3.2% | 5.1% | 6.4% | 7.6% | 7.7% | |
| Ebitda Margin | 4.2% | 6.3% | 7.5% | 8.4% | 8.5% | |
| Operating Profit Margin | 3.6% | 5.1% | 6.5% | 7.7% | 7.7% | |
| Pretax Profit Margin | 3.2% | 5.3% | 6.6% | 7.6% | 7.7% | |
| Continuous Operations Profit Margin | 2.4% | 4.1% | 5.0% | 5.8% | 5.8% | |
| Net Profit Margin | 2.4% | 4.1% | 5.0% | 5.8% | 5.8% | |
| Bottom Line Profit Margin | 2.4% | 4.1% | 5.0% | 5.8% | 5.8% | |
| Current Ratio | 1.748 | 1.961 | 2.003 | 1.639 | 1.508 | |
| Quick Ratio | 1.748 | 1.961 | 2.003 | 1.639 | 1.508 | |
| Solvency Ratio | 0.192 | 0.301 | 0.394 | 0.467 | 0.364 | |
| Cash Ratio | 0.570 | 0.765 | 0.712 | 0.387 | 0.213 | |
| Price To Earnings Ratio | 44.115 | 31.637 | 26.311 | 13.586 | 17.020 | |
| Price To Earnings Growth Ratio | -1.105 | -1.259 | -0.681 | 0.735 | 0.165 | |
| Forward Price To Earnings Growth Ratio | -1.105 | -1.259 | -0.681 | 0.735 | 0.165 | |
| Price To Earnings Diluted Ratio | 44.115 | 31.637 | 26.311 | 13.852 | 17.259 | |
| Price To Earnings Diluted Growth Ratio | -1.105 | -1.259 | -0.703 | 0.777 | 0.172 | |
| Price To Book Ratio | 6.371 | 6.371 | 7.070 | 6.596 | 7.532 | |
| Price To Sales Ratio | 1.069 | 1.282 | 1.309 | 0.787 | 0.993 | |
| Price To Free Cash Flow Ratio | 23.578 | 24.241 | 18.904 | 9.809 | 25.613 | |
| Price To Operating Cash Flow Ratio | 22.542 | 21.618 | 17.670 | 9.399 | 23.460 | |
| Debt To Assets Ratio | 0.082 | 0.090 | 0.074 | 0.155 | 0.148 | |
| Debt To Equity Ratio | 0.168 | 0.168 | 0.135 | 0.338 | 0.352 | |
| Debt To Capital Ratio | 0.144 | 0.144 | 0.119 | 0.253 | 0.260 | |
| Long Term Debt To Capital Ratio | 0.057 | 0.000 | 0.000 | 0.070 | 0.080 | |
| Financial Leverage Ratio | 2.056 | 1.865 | 1.831 | 2.177 | 2.373 | |
| Working Capital Turnover Ratio | 8.128 | 7.301 | 8.579 | 13.852 | 14.297 | |
| Operating Cash Flow Ratio | 0.323 | 0.426 | 0.583 | 0.709 | 0.274 | |
| Operating Cash Flow Sales Ratio | 0.047 | 0.059 | 0.074 | 0.084 | 0.042 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.956 | 0.892 | 0.935 | 0.958 | 0.916 | |
| Debt Service Coverage Ratio | 2.817 | 4.025 | 5.103 | 3.684 | 3.597 | |
| Interest Coverage Ratio | 170.745 | 0.000 | 0.000 | 157.758 | 127.180 | |
| Short Term Operating Cash Flow Coverage Ratio | 3.969 | 4.695 | 6.397 | 4.822 | 2.376 | |
| Operating Cash Flow Coverage Ratio | 1.685 | 1.754 | 2.967 | 2.077 | 0.912 | |
| Capital Expenditure Coverage Ratio | 22.761 | 9.244 | 15.324 | 23.944 | 11.897 | |
| Dividend Paid And Capex Coverage Ratio | 1.670 | 1.892 | 2.756 | 4.395 | 2.047 | |
| Dividend Payout Ratio | 1.085 | 0.615 | 0.443 | 0.268 | 0.293 | |
| Enterprise Value Multiple | 24.278 | 19.218 | 16.613 | 9.291 | 11.890 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 13.1% | ▼-7.1% | ▼-5.9% |
| Ebit Margin | 3.2% | ▼-1.9% | ▼-2.8% |
| Ebitda Margin | 4.2% | ▼-2.1% | ▼-2.8% |
| Operating Profit Margin | 3.6% | ▼-1.6% | ▼-2.5% |
| Pretax Profit Margin | 3.2% | ▼-2.1% | ▼-2.9% |
| Continuous Operations Profit Margin | 2.4% | ▼-1.6% | ▼-2.2% |
| Net Profit Margin | 2.4% | ▼-1.6% | ▼-2.2% |
| Bottom Line Profit Margin | 2.4% | ▼-1.6% | ▼-2.2% |
| Current Ratio | 1.748 | ▼-0.213 | ▼-0.024 |
| Quick Ratio | 1.748 | ▼-0.213 | ▼-0.024 |
| Solvency Ratio | 0.192 | ▼-0.108 | ▼-0.152 |
| Cash Ratio | 0.570 | ▼-0.195 | ▲0.041 |
| Price To Earnings Ratio | 44.115 | ▲12.478 | ▲17.581 |
| Price To Earnings Growth Ratio | -1.105 | ▲0.154 | ▼-0.676 |
| Forward Price To Earnings Growth Ratio | -1.105 | ▲0.154 | ▼-0.676 |
| Price To Earnings Diluted Ratio | 44.115 | ▲12.478 | ▲17.480 |
| Price To Earnings Diluted Growth Ratio | -1.105 | ▲0.154 | ▼-0.681 |
| Price To Book Ratio | 6.371 | ▲0.001 | ▼-0.417 |
| Price To Sales Ratio | 1.069 | ▼-0.213 | ▼-0.019 |
| Price To Free Cash Flow Ratio | 23.578 | ▼-0.662 | ▲3.149 |
| Price To Operating Cash Flow Ratio | 22.542 | ▲0.924 | ▲3.604 |
| Debt To Assets Ratio | 0.082 | ▼-0.009 | ▼-0.028 |
| Debt To Equity Ratio | 0.168 | ▼-0.000 | ▼-0.064 |
| Debt To Capital Ratio | 0.144 | ▼-0.000 | ▼-0.040 |
| Long Term Debt To Capital Ratio | 0.057 | ▲0.057 | ▲0.016 |
| Financial Leverage Ratio | 2.056 | ▲0.191 | ▼-0.004 |
| Working Capital Turnover Ratio | 8.129 | ▲0.828 | ▼-2.303 |
| Operating Cash Flow Ratio | 0.323 | ▼-0.102 | ▼-0.140 |
| Operating Cash Flow Sales Ratio | 0.047 | ▼-0.012 | ▼-0.014 |
| Free Cash Flow Operating Cash Flow Ratio | 0.956 | ▲0.064 | ▲0.025 |
| Debt Service Coverage Ratio | 2.817 | ▼-1.208 | ▼-1.028 |
| Interest Coverage Ratio | 170.745 | ▲170.745 | ▲79.608 |
| Short Term Operating Cash Flow Coverage Ratio | 3.969 | ▼-0.726 | ▼-0.482 |
| Operating Cash Flow Coverage Ratio | 1.685 | ▼-0.070 | ▼-0.194 |
| Capital Expenditure Coverage Ratio | 22.761 | ▲13.517 | ▲6.127 |
| Dividend Paid And Capex Coverage Ratio | 1.670 | ▼-0.222 | ▼-0.882 |
| Dividend Payout Ratio | 1.085 | ▲0.470 | ▲0.544 |
| Enterprise Value Multiple | 24.278 | ▲5.059 | ▲8.020 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $5.07B | $6.19B | $6.96B | $5.85B | $6.49B | |
| Enterprise value | $4.81B | $5.84B | $6.61B | $5.81B | $6.58B | |
| EV / Sales | 1.01x | 1.21x | 1.24x | 0.78x | 1.01x | |
| EV / Op. cash flow | 21.37x | 20.39x | 16.79x | 9.34x | 23.78x | |
| EV / Free cash flow | 22.35x | 22.86x | 17.96x | 9.74x | 25.96x | |
| EV / EBITDA | 24.28x | 19.22x | 16.61x | 9.29x | 11.89x | |
| Net debt / EBITDA | -1.33x | -1.16x | -0.88x | -0.06x | 0.16x | |
| Current ratio | 1.75x | 1.96x | 2.00x | 1.64x | 1.51x | |
| Income quality | 1.96x | 1.46x | 1.49x | 1.45x | 0.72x | |
| Graham number | $41 | $58 | $67 | $82 | $72 | |
| Graham net-net | $4 | $8 | $9 | $3 | $0 | |
| Tax burden | 76.4% | 77.0% | 76.0% | 75.9% | 76.0% | |
| Interest burden | 99.3% | 102.8% | 102.5% | 99.9% | 99.6% | |
| Working capital | $520.5M | $646.7M | $677.5M | $561.3M | $512.9M | |
| Invested capital | $815.8M | $999.0M | $1.01B | $917.5M | $871.1M | |
| Return on assets | 7.0% | 10.8% | 14.7% | 22.3% | 18.7% | |
| Operating ROA | 9.9% | 13.8% | 18.4% | 28.7% | 27.3% | |
| Return on tangible assets | 7.2% | 11.1% | 15.0% | 22.8% | 19.0% | |
| Return on equity | 14.5% | 20.1% | 26.9% | 48.6% | 44.3% | |
| Return on invested capital | 12.7% | 15.5% | 21.5% | 35.6% | 32.4% | |
| Return on capital employed | 18.1% | 21.8% | 30.5% | 54.2% | 48.8% | |
| Earnings yield | 2.3% | 3.2% | 3.8% | 7.4% | 5.9% | |
| Free cash flow yield | 4.2% | 4.1% | 5.3% | 10.2% | 3.9% | |
| Capex / Op. cash flow | 4.4% | 10.8% | 6.5% | 4.2% | 8.4% | |
| Capex / Depreciation | 21.3% | 54.6% | 44.2% | 45.3% | 46.9% | |
| Capex / Sales | 0.2% | 0.6% | 0.5% | 0.3% | 0.4% | |
| SG&A / Sales | 8.2% | 12.6% | 12.7% | 11.2% | 11.1% | |
| R&D / Sales | 0.0% | 0.7% | 0.7% | 0.0% | 0.0% | |
| Stock comp / Sales | 0.1% | 0.1% | 0.1% | 0.2% | 0.4% | |
| Intangibles / Total assets | 2.1% | 2.3% | 2.3% | 2.1% | 2.0% | |
| Days sales outstanding | 56d | 55d | 54d | 50d | 70d | |
| Days payables outstanding | 33d | 36d | 35d | 32d | 42d | |
| Operating cycle | 56d | 55d | 54d | 50d | 70d | |
| Cash conversion cycle | 23d | 19d | 20d | 18d | 28d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years