Landstar System, Inc. (LSTR) Stock Price & Analysis
Landstar System, Inc. (LSTR) closed at USD 169.39 on Thursday, October 22, 2026, down 1.10% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 171.28; the Oct 22, 2026 session ranged USD 169.09–173.78 on volume of 319,848 shares. Market capitalization is $5.75B, with a 52-week range of USD 121.12–228.46 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:12 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LSTR.md
Key facts (LSTR)
- Last four reported quarters (through Jun 27, 2026): revenue $4.98B, net income $132M (2.6% margin), free cash flow $176M (SEC filings).
- Valuation: P/E 43.6x (avg 33.6x at the last 3 fiscal year-ends).
- Analysts: Hold (mean 2.89 on a 1–5 scale) (18 analysts), mean target USD 187.69 (range 145–225).
- Total return with dividends: 1Y +33.6% vs S&P 500 +14.9%; 5Y +7.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 1.66, revenue estimate $1.50B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LSTR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $6.54B | $7.44B | $5.30B | $4.82B | $4.74B | $4.98B |
| Operating income | $506M | $571M | $344M | $249M | $152M | $175M |
| Net income | $382M | $431M | $264M | $196M | $115M | $132M |
| EPS (diluted) | $9.98 | $11.76 | $7.36 | $5.51 | $3.31 | — |
| Free cash flow | $253M | $597M | $368M | $256M | $215M | $176M |
| Operating margin | 7.7% | 7.7% | 6.5% | 5.2% | 3.2% | 3.5% |
| Net margin | 5.8% | 5.8% | 5.0% | 4.1% | 2.4% | 2.6% |
| Revenue growth | +58.2% | +13.8% | -28.7% | -9.1% | -1.6% | — |
| Cash + short-term investments | $251M | $394M | $541M | $567M | $452M | — |
| Total debt | $0K | $0K | $0K | $0K | $0K | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (LSTR)
P/E 43.6x · P/S 1.1x · P/FCF 32.7x · P/B 6.9x · FCF yield 3.06% · Earnings yield 2.29% · Dividend yield (paid, TTM) 2.14% · Buyback yield (TTM) 1.77%
P/E at fiscal year-ends: Dec 2025 43.4x, Dec 2024 31.2x, Dec 2023 26.3x.
Analysts (LSTR)
Consensus Hold (mean 2.89 on a 1–5 scale), 18 analysts; mean target USD 187.69 (low 145, high 225).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | Truist Securities | Target lowered | Hold | $185 → $175 |
| 2026-10-06 | Wells Fargo | Target lowered | Overweight | $240 → $225 |
| 2026-10-05 | JP Morgan | Target lowered | Neutral | $204 → $181 |
| 2026-08-04 | Wolfe Research | Upgrade | Peer Perform → Outperform | $214 |
| 2026-07-29 | JP Morgan | Target raised | Neutral | $198 → $204 |
| 2026-07-29 | Stifel | Target raised | Hold | $186 → $197 |
| 2026-07-29 | Baird | Target lowered | Outperform | $225 → $215 |
| 2026-07-28 | TD Cowen | Target lowered | Hold | $200 → $178 |
| 2026-07-16 | Goldman Sachs | Target raised | Sell | $147 → $168 |
| 2026-07-15 | Truist Securities | Target raised | Hold | $190 → $205 |
| 2026-07-14 | Susquehanna | Target raised | Neutral | $195 → $230 |
| 2026-07-13 | Stifel | Target raised | Hold | $175 → $186 |
Total return (dividends reinvested) (LSTR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +33.6% | +7.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +33.7% | +1.4% |
| Volatility (annualized) | 34.9% | 26.1% |
| Max drawdown | -27.2% (Jun 2026→Sep 2026) | -37.4% (Jul 2023→Sep 2025) |
LSTR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.66 | $1.59 | +4.6% | $1.50B | 17 |
| Next quarter (ends Dec 2026) | $1.68 | $1.61 | +4.4% | $1.48B | 16 |
| Current fiscal year (ends Dec 2026) | $5.93 | $5.83 | +1.8% | $5.58B | 18 |
| Next fiscal year (ends Dec 2027) | $7.66 | $7.46 | +2.8% | $6.20B | 18 |
Key Statistics (as of October 23, 2026 at 10:12 UTC)
| Price | USD 169.39 |
|---|---|
| Change | ▼ 1.10% (down) |
| Previous Close | USD 171.28 |
| Open | USD 171.28 |
| Day Range | USD 169.09 – 173.78 |
| 52-Week Range | USD 121.12 – 228.46 |
| Volume | 319,848 shares |
| Market Cap | $5.75B |
| Exchange | NMS |
Technical Analysis (LSTR)
Nexqual's technical model rates LSTR "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 10:12 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 45.51 (neutral) |
| vs SMA50 | Below (USD 174.1) |
| MACD | -0.89 (negative) |
Analyst Ratings (LSTR)
Wall Street analysts rate LSTR "Hold" based on 18 analysts, with a mean price target of USD 187.69 (range USD 145–225), per Nexqual as of October 23, 2026 at 10:12 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 18 |
| Mean Target | USD 187.69 |
| High Target | USD 225 |
| Low Target | USD 145 |
| Buy / Hold / Sell | 4 / 12 / 2 |
Earnings (LSTR)
| Next Earnings Date | 2026-10-27 |
|---|---|
| EPS Estimate | USD 1.66 |
| Revenue Estimate | $1.50B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.44 vs est 1.48 ▼ miss |
| 2026-03-31 | USD 1.16 vs est 1.12 ▲ beat |
| 2025-12-31 | USD 0.75 vs est 1.09 ▼ miss |
| 2025-09-30 | USD 1.22 vs est 1.23 ▼ miss |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Financials & Fundamentals (LSTR)
| Total Revenue | $5.00B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +18.10% |
| Gross Margin | +19.03% |
| Operating Margin | +4.61% |
| Profit Margin | +2.64% |
| ROE | +14.98% |
| Debt / Equity | 0.17 |
| Current Ratio | 1.83 |
| Total Cash | $347.70M |
| Total Debt | $139.10M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $175.65M (3.5% of revenue) |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Financial Health Score (LSTR)
Nexqual rates Landstar System, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:12 UTC.
| Growth | Weak — Revenue -2% YoY (annual), declining |
|---|---|
| Profitability | Weak — Gross margin 19%, operating 5% (last 12 months) |
| Balance Sheet | Strong — $411M cash and investments, no debt (Mar 2026, SEC) |
| Cash Flow | Mixed — FCF $176M (last 4 quarters to Jun 2026, SEC), slim 3.5% margin |
| Efficiency | Mixed — ROE 15%, ROA 7.3% |
Ownership (LSTR)
| Insider Ownership | +0.78% |
|---|---|
| Institutional Ownership | +103.88% |
| Shares Outstanding | 33.94M |
| Float | 31.49M |
| Short % of Float | +6.20% |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Leadership (LSTR)
Landstar System, Inc. is led by Frank A. Lonegro, President, CEO & Director, per Nexqual as of October 23, 2026 at 10:12 UTC.
| President, CEO & Director | Frank A. Lonegro |
|---|---|
| VP, Principal Accounting Officer & CFO | James P. Todd |
| Chief Strategy & Transformation Officer | James M. Applegate |
| Vice President of Corporate Services & Chief of Staff | Cory Seay |
| Vice President & Chief Commercial Officer | William Clement |
Major Backers & Investors (LSTR)
Notable institutional backers of Landstar System, Inc. include Kayne Anderson Rudnick Investment Management LLC, AQR Capital Management, LLC, Boston Partners, according to Nexqual as of October 23, 2026 at 10:12 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 9.1% |
| AQR Capital Management, LLC | 6.25% |
| Boston Partners | 4.24% |
| First Trust Advisors LP | 2.47% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | 2.41% |
| Jacobs Levy Equity Management, Inc. | 2.19% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.95% |
| Vanguard Group | 9.82% |
| State Street | 3.37% |
| Geode Capital | 2.91% |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| GXO | GXO Logistics, Inc. | USD 48.91 | ▲ 0.99% |
| PBI | Pitney Bowes Inc. | USD 17.54 | ▲ 0.8% |
| ZTO | ZTO Express (Cayman) Inc. | USD 20.06 | ▲ 0.96% |
| FDXF | FedEx Freight Holding Company, | USD 111.02 | ▲ 2.84% |
| CHRW | C.H. Robinson Worldwide, Inc. | USD 142.31 | ▲ 0.96% |
| HUBG | Hub Group, Inc. | USD 26.47 | ▲ 1.61% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:12 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt