Inside the research

Landstar System, Inc.

LSTR Research profile · latest available data

Price overview

$163.77

▼ -1.41 (-0.9%)

52w hi$224.86
52w lo$118.37
Vol301.60K
As of25 Sep 2026

The Verdict

Hold

Our score -0.16

Short-0.19
Medium-0.20
Long-0.01

computed 2026-09-27

Key fundamentals

Landstar System, Inc.

Industrials · Integrated Freight & Logistics

Market cap$5.56B
Enterprise value$5.35B
Trailing P/E42.43x
Forward P/E21.42x
EV / EBITDA21.84x
P / S (ttm)1.11x
Profit margin2.6%
Return on equity15.0%
Revenue growth+18.1%
Earnings growth+20.1%
Debt / equity16.62

Layer Breakdown

LayerRawContribution
Fundamental+0.26
Sector-0.01
Technical-0.18
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Landstar System, Inc. provides transportation management solutions in the United States, Canada, Mexico, and internationally. It operates in two segments, Transportation Logistics and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, hazardous materials, cold chain/temperature-controlled, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage services, as well as transportation services to other transportation companies, such as third party logistics and less-than-truckload service providers. This segment serves the automotive parts and assemblies, consumer durables, building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, military equipment and general commodities industries. The Insurance segment provides risk and claims management services; and reinsures risks of its independent contractors. The company markets its services through a network of agents, third party capacity providers, and employees. Landstar System, Inc. was founded in 1988 and is headquartered in Jacksonville, Florida.

United States · www.landstar.com

Risk Metrics

Beta vs SPX0.80
Corr SPX0.40
Annual vol32.3%
Annual ret+0.7%
Sharpe0.02
Max DD-37.4%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-28Earnings Release, Reg FD Disclosure…read
2026-07-23Other Material Event, Exhibitsread
2026-07-06Material Agreement, Material Obligation…read
2026-05-06Shareholder Voteread
2026-04-28Earnings Release, Reg FD Disclosure…read
2026-04-02Officer / Director Changeread
2026-01-28Earnings Release, Reg FD Disclosure…read
2026-01-21Earnings Releaseread
2025-12-04Other Material Eventread
2025-10-30Officer / Director Changeread
2025-10-28Earnings Release, Reg FD Disclosure…read
2025-08-13Restructuring, 2.06…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-01Clement William CVP, Chief Commercial OffiGrant4.92K—
2026-06-15Todd James PVP and CFOSell1.20K$261.80K
2026-06-05MURPHY DIANA MSell11.25K$2.49M
2026-05-06WHITE TERESA LGrant825—
2026-05-06Scanlon George PGrant825—
2026-05-06MURPHY DIANA MGrant825—
2026-05-06Liang James LGrant825—
2026-05-06HART MELANIE MGrant825—
2026-05-06Blanton Jonathan BarrGrant825—
2026-05-06BANNISTER DAVID G/Grant825—

Flow & Concentration

Insider 180d net-$2.75M
Insider buys / sells0 / 2
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)1.71%
$ / share (TTM)$2.80
5y CAGR+5.0%

Annual dividend per share

2021$2.92
2022$3.10
2023$3.26
2024$3.38
2025$3.56
2026$2.40

SEC Filings

DateFormDoc
2026-08-123view
2026-08-044view
2026-08-033view
2026-07-2910-Qview
2026-07-288-Kview
2026-07-238-Kview
2026-07-068-Kview
2026-06-164view
2026-06-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$5.30B+5.1%
Operating income$344.15M+4.2%
Net income$115.01M+0.2%
Cash from ops$286.56M+7.1%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$165.34$165.48$162.15$163.77301.60K
Sep 24$168.02$170.66$164.73$165.18352.70K
Sep 23$168.68$170.16$166.96$166.98227.50K
Sep 22$171.14$172.30$167.00$168.68326.60K
Sep 21$171.14$171.18$168.09$170.32264.30K

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