Stocks · Industrials · Integrated Freight & Logistics

Landstar System, Inc. LSTR

$173.48 +1.96% Close, Oct 2, 2026 · NASDAQ · Market cap $5.89B

Low risk

Next earnings report: Oct 27, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. The shares trade at 44.9× trailing earnings, higher than 90% of the company's own readings over the past five years.
  2. Diluted EPS over the last four quarters was $3.86, down 19.1% year over year.
  3. The company holds net cash of $155.7M (cash above total debt).

PromtFinance scores

Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth22Very weak

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Bottom 32%
  • EPS growth (TTM, YoY)Bottom 29%
  • FCF growth (TTM, YoY)Bottom 36%
  • Revenue growth, 3-year CAGRBottom 4%
  • Revenue growth accelerationTop 21%
Quality64Neutral

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalTop 20%
  • Gross marginBottom 20%
  • Operating marginBottom 34%
  • Cash conversion (OCF / net income)Bottom 46%
  • Accruals (lower is better)Bottom 43%
  • Net debt / EBITDA (lower is better)Top 12%
  • Interest coverTop 4%
Value42Weak

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldBottom 45%
  • Free-cash-flow yieldBottom 47%
  • EBITDA / enterprise valueBottom 35%
  • Sales / enterprise valueTop 25%
  • P/E vs own 5-year history (lower is better)Bottom 14%
Momentum66Positive

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthTop 21%
  • 6-month returnTop 47%
  • 1-year return vs S&P 500Top 24%
  • Distance from 52-week highTop 47%
  • Trend checklist (0–4)Top 42%
Revisions5Very weak

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersBottom 24%
  • Consecutive EPS beatsBottom 16%
  • Share of analysts rating BuyBottom 2%
  • Upside to consensus price targetBottom 28%
Stability88Strong

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Top 27%
  • Maximum drawdown, 3 yearsTop 31%
  • Beta vs S&P 500 (lower is better)Top 31%
  • Net debt / EBITDA (lower is better)Top 12%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)-1.0%3.8%↑
EPS growth (YoY)-28.3%-19.1%↑
Gross margin19.6%15.4%↓
Operating margin4.5%3.4%↓
FCF margin3.9%3.5%↓

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)3.8%-1.0%↑Bottom 32%
EPS growth (TTM, YoY)-19.1%-28.3%↑Bottom 29%
Gross margin15.4%19.6%↓Bottom 20%
Operating margin3.4%4.5%↓Bottom 34%
Net margin2.6%3.5%↓—
Free-cash-flow margin3.5%3.9%↓—
Return on invested capital11.7%—Top 20%
Revenue growth, 3-year CAGR-13.9%—Bottom 4%

Quality of earnings and balance sheet

Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
1.44×
Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-3.3%
Stock-based compensation / revenueA cost to shareholders through dilution.
0.2%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
+23.7 pp
Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
-0.64×
Interest cover (operating income / interest)How many times operating profit covers interest.
96.0×

Shareholder returns

Dividend yield (dividends paid, TTM)
2.09%
Net buyback yield (TTM)
1.73%
Shareholder yield
3.81%
Share count change, 1 year
-2.7%
Share count change, 3-year CAGR
-1.9%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Jun 27, 2026 (filed Jul 29, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
0
Beats in the last 8 reports
2 of 8
Average EPS surprise, last 4
-10.4%
Average 2-day reaction, last 8
-1.0%
Positive 20 days after report
2 of 8

Analysts

Consensus price target
$203.40
Target vs current price
+17.2%
Analysts with a rating
33
Share rating Buy or Strong Buy
12%
Consensus rating
Hold

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Jul 28, 2026-3.4%-3.3%-7.8%-6.1%—
Apr 28, 2026+4.5%+1.3%-1.8%+12.2%+15.5%
Jan 28, 2026-41.2%+1.2%+4.7%-4.8%+18.6%
Oct 28, 2025-1.6%-0.1%-2.9%-1.9%+18.8%
Jul 29, 2025+3.4%-2.3%-9.1%-5.9%-3.1%
May 13, 2025-8.1%-2.5%+0.3%-0.3%-10.5%
Jan 29, 2025-3.0%-1.7%-7.5%-10.7%-20.5%
Oct 29, 2024-2.8%-0.6%-2.3%+1.9%-2.8%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Jul 28, 2026$1.44$1.49-3.4%$1.43B
Apr 28, 2026$1.16$1.11+4.5%$1.17B
Jan 28, 2026$0.70$1.19-41.2%$1.17B
Oct 28, 2025$1.22$1.24-1.6%$1.21B
Jul 29, 2025$1.20$1.16+3.4%$1.21B
May 13, 2025$0.85$0.93-8.1%$1.15B
Jan 29, 2025$1.31$1.35-3.0%$1.21B
Oct 29, 2024$1.41$1.45-2.8%$1.21B

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)44.9×26.5×90thBottom 45%
P/E (forward)29.3×———
EV / EBITDA23.6×——Bottom 35%
EV / Sales1.15×——Top 25%
Free-cash-flow yield2.98%——Bottom 47%
Earnings yield2.23%——Bottom 45%

P/E over the past five years

Range 12.6× – 51.0× since Jun 26, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
+42.6%
Earnings per share growth (TTM)
-19.1%
Change in P/E multiple
+59.4%

Most of the move came from a change in the valuation multiple.

Technical state

Trend checklist

  • ✓ Price above 20-day average
  • ✗ Price above 50-day average
  • ✗ Price above 200-day average
  • ✓ 50-day average above 200-day
  • ✓ MACD histogram positive

Trend quality

Days above the 50-day average
0
Days above the 200-day average
0
50-day average slope (20 days)
-7.9%
200-day average slope (20 days)
+2.0%
Distance from 50-day average
-2.2%
Distance from 200-day average
-0.9%
RSI (14)
51.1
Relative volume
0.84×

Risk and drawdowns

Volatility, 60 days (annualized)
32.0%
Volatility vs own 5-year history
81th percentile · High for this stock
Beta vs S&P 500 (2 years, weekly)
0.85
Correlation with S&P 500
0.40
Current drawdown from 1-year high
-23.0%
Maximum drawdown, 3 years
-39.3%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Jul 26, 2023Sep 23, 2025-41.2%542 days171 days (May 29, 2026)
Jun 8, 2026Sep 25, 2026-27.3%76 daysNot yet recovered
Nov 4, 2021Jun 17, 2022-25.6%155 days243 days (Jun 7, 2023)
May 10, 2021Jul 22, 2021-17.3%51 days73 days (Nov 3, 2021)
Jan 20, 2021Jan 29, 2021-11.2%7 days14 days (Feb 19, 2021)

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$5.89B
P/E (TTM)
44.9
EPS, diluted (TTM)
$3.86
Revenue (TTM)
$4.98B
Dividend yield
2.10%
52-week range
$120.01 – $228.46
FY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$6.54B$7.44B$5.31B$4.83B$4.74B
Gross profit$1.32B$1.51B$1.13B$974.9M$621.6M
Operating income$505.7M$571.1M$344.1M$248.9M$170.1M
Net income$381.5M$430.9M$264.4M$195.9M$115.0M
EPS (diluted)$9.98$11.76$7.36$5.51$3.31
Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$1.22B$1.21B$1.16B$1.22B$1.21B$1.17B$1.17B$1.43B
Net income$50.0M$46.2M$29.8M$41.9M$19.4M$23.9M$39.4M$49.0M
EPS (diluted)$1.41$1.31$0.85$1.20$0.56$0.70$1.16$1.44
FY 2021FY 2022FY 2023FY 2024FY 2025
Operating cash flow$276.7M$622.7M$393.6M$286.6M$224.9M
Capital expenditure-$23.3M-$26.0M-$25.7M-$31.0M-$9.9M
Free cash flow$253.5M$596.7M$368.0M$255.6M$215.0M
Dividends paid-$112.0M-$115.7M-$117.1M-$120.5M-$124.8M
Net share buybacks-$122.7M-$286.0M-$53.9M-$81.4M-$179.9M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$347.7M
Total assets
$1.74B
Total liabilities
$905.8M
Total debt
$138.6M
Net debt
-$155.7M
Shareholders’ equity
$836.7M

As of Jun 27, 2026 (filed Jul 29, 2026).

Dividends

Ex-dateAmountPaid
Aug 18, 2026$0.44Sep 9, 2026
May 19, 2026$0.40Jun 9, 2026
Feb 18, 2026$0.40Mar 11, 2026
Jan 6, 2026$2.00Jan 21, 2026
Nov 18, 2025$0.40Dec 9, 2025
Aug 19, 2025$0.40Sep 9, 2025
Jun 5, 2025$0.40Jun 24, 2025
Feb 18, 2025$0.36Mar 11, 2025

Short interest

Shares sold short
1,647,871
Days to cover
5.37
Change vs previous report
+11.8%

FINRA short interest, settlement date Sep 15, 2026.

Stock splits

Jan 10, 2005
2-for-1
Nov 14, 2003
2-for-1
Aug 13, 2002
2-for-1