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
- The shares trade at 44.9× trailing earnings, higher than 90% of the company's own readings over the past five years.
- Diluted EPS over the last four quarters was $3.86, down 19.1% year over year.
- 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.
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%
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%
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%
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%
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%
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).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | -1.0% | 3.8% | ↑ |
| EPS growth (YoY) | -28.3% | -19.1% | ↑ |
| Gross margin | 19.6% | 15.4% | ↓ |
| Operating margin | 4.5% | 3.4% | ↓ |
| FCF margin | 3.9% | 3.5% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 3.8% | -1.0% | ↑ | Bottom 32% |
| EPS growth (TTM, YoY) | -19.1% | -28.3% | ↑ | Bottom 29% |
| Gross margin | 15.4% | 19.6% | ↓ | Bottom 20% |
| Operating margin | 3.4% | 4.5% | ↓ | Bottom 34% |
| Net margin | 2.6% | 3.5% | ↓ | — |
| Free-cash-flow margin | 3.5% | 3.9% | ↓ | — |
| Return on invested capital | 11.7% | — | 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 date | EPS surprise | 2 days | 5 days | 20 days | 60 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 date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| 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
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 44.9× | 26.5× | 90th | Bottom 45% |
| P/E (forward) | 29.3× | — | — | — |
| EV / EBITDA | 23.6× | — | — | Bottom 35% |
| EV / Sales | 1.15× | — | — | Top 25% |
| Free-cash-flow yield | 2.98% | — | — | Bottom 47% |
| Earnings yield | 2.23% | — | — | 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 peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jul 26, 2023 | Sep 23, 2025 | -41.2% | 542 days | 171 days (May 29, 2026) |
| Jun 8, 2026 | Sep 25, 2026 | -27.3% | 76 days | Not yet recovered |
| Nov 4, 2021 | Jun 17, 2022 | -25.6% | 155 days | 243 days (Jun 7, 2023) |
| May 10, 2021 | Jul 22, 2021 | -17.3% | 51 days | 73 days (Nov 3, 2021) |
| Jan 20, 2021 | Jan 29, 2021 | -11.2% | 7 days | 14 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 2021 | FY 2022 | FY 2023 | FY 2024 | FY 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 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 2021 | FY 2022 | FY 2023 | FY 2024 | FY 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-date | Amount | Paid |
|---|---|---|
| Aug 18, 2026 | $0.44 | Sep 9, 2026 |
| May 19, 2026 | $0.40 | Jun 9, 2026 |
| Feb 18, 2026 | $0.40 | Mar 11, 2026 |
| Jan 6, 2026 | $2.00 | Jan 21, 2026 |
| Nov 18, 2025 | $0.40 | Dec 9, 2025 |
| Aug 19, 2025 | $0.40 | Sep 9, 2025 |
| Jun 5, 2025 | $0.40 | Jun 24, 2025 |
| Feb 18, 2025 | $0.36 | Mar 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