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Industrials - Integrated Freight & Logistics - NASDAQ - US
$ 134.45
-1.6 %
$ 4.75 B
Market Cap
24.36
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LSTR stock under the worst case scenario is HIDDEN Compared to the current market price of 134 USD, Landstar System, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LSTR stock under the base case scenario is HIDDEN Compared to the current market price of 134 USD, Landstar System, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LSTR stock under the best case scenario is HIDDEN Compared to the current market price of 134 USD, Landstar System, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LSTR

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$200.0$200.0$190.0$190.0$180.0$180.0$170.0$170.0$160.0$160.0$150.0$150.0$140.0$140.0$130.0$130.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
4.82 B REVENUE
-9.13%
249 M OPERATING INCOME
-27.67%
264 M NET INCOME
0.00%
394 M OPERATING CASH FLOW
0.00%
-6.48 M INVESTING CASH FLOW
-0.00%
-248 M FINANCING CASH FLOW
-0.00%
1.21 B REVENUE
-0.37%
57.8 M OPERATING INCOME
-8.47%
46.2 M NET INCOME
-7.67%
61.1 M OPERATING CASH FLOW
-26.44%
717 K INVESTING CASH FLOW
197.02%
-13.3 M FINANCING CASH FLOW
74.03%
Balance Sheet Landstar System, Inc.
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Current Assets 1.32 B
Cash & Short-Term Investments 567 M
Receivables 731 M
Other Current Assets 22.2 M
Non-Current Assets 493 M
Long-Term Investments 0
PP&E 311 M
Other Non-Current Assets 182 M
31.25 %40.31 %17.17 %10.04 %Total Assets$1.8b
Current Liabilities 673 M
Accounts Payable 384 M
Short-Term Debt 33.1 M
Other Current Liabilities 256 M
Non-Current Liabilities 168 M
Long-Term Debt 0
Other Non-Current Liabilities 168 M
45.62 %3.94 %30.49 %19.95 %Total Liabilities$840.9m
EFFICIENCY
Earnings Waterfall Landstar System, Inc.
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Revenue 4.82 B
Cost Of Revenue 3.75 B
Gross Profit 1.07 B
Operating Expenses 840 M
Operating Income 249 M
Other Expenses -15.5 M
Net Income 264 M
5b5b5b5b4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m005b(4b)1b(840m)249m15m264mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
22.29% GROSS MARGIN
22.29%
5.16% OPERATING MARGIN
5.16%
4.07% NET MARGIN
4.07%
20.15% ROE
20.15%
10.81% ROA
10.81%
16.34% ROIC
16.34%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Landstar System, Inc.
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600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 264 M
Depreciation & Amortization 58.2 M
Capital Expenditures 0
Stock-Based Compensation 4.28 M
Change in Working Capital 0
Others 66.8 M
Free Cash Flow 394 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Landstar System, Inc.
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Wall Street analysts predict an average 1-year price target for LSTR of $162 , with forecasts ranging from a low of $130 to a high of $195 .
LSTR Lowest Price Target Wall Street Target
130 USD -3.31%
LSTR Average Price Target Wall Street Target
162 USD 20.24%
LSTR Highest Price Target Wall Street Target
195 USD 45.04%
Price
Max Price Target
Min Price Target
Average Price Target
200200190190180180170170160160150150140140130130May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.21% DIVIDEND YIELD
0.36 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
3.5003.5003.0003.0002.5002.5002.0002.0001.5001.5001.0001.0000.5000.5000.0000.00011.50.150.16520.18520.2120.2520.320.3320.360.150.1650.1850.210.250.30.330.1650.1850.210.250.30.330.361.230.330.370.1650.570.1852.040.210.750.250.880.32.850.331.150.363.050.212.000.252.000.302.000.332.000.362015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 5
6. Ownership
Insider Ownership Landstar System, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.95 M USD 2
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
How Should Investors Approach Landstar Post Updated Q1 Outlook? We assess the investment worthiness of LSTR stock post its updated first-quarter 2025 guidance. zacks.com - 2 weeks ago
Landstar Issues Updated Q1 Guidance for Earnings & Revenues LSTR lowers its first-quarter 2025 earnings per share guidance to the range of 90-95 cents from the previously guided range of $1.05-$1.25 per share. zacks.com - 2 weeks ago
Landstar System Continues to Grapple With Weak Freight Market Weakness in overall volumes due to headwinds, such as weak freight demand, supply-chain woes and slower network velocity, are hurting LSTR's top line. zacks.com - 3 weeks ago
Why Is Landstar (LSTR) Down 6.5% Since Last Earnings Report? Landstar (LSTR) reported earnings 30 days ago. What's next for the stock? zacks.com - 1 month ago
Landstar: Lacklustre Q4 And FY Results Fail To Compromise Long-Term Potential Landstar Systems faced a challenging Q4 and FY 2024, with revenue growth stalling, but remains fundamentally profitable with a strong balance sheet and asset-light business model. The asset-light model and scale provide Landstar with flexibility, economies of scale, and a wide economic moat, insulating it from competition. Despite weaker earnings, Landstar's robust ROCE, ROIC, and EBIT margin underscore its financial health, making it a compelling long-term GARP opportunity. seekingalpha.com - 2 months ago
Landstar Q4 Earnings Miss Estimates, Decrease Year Over Year LSTR's fourth-quarter 2024 earnings decrease year over year while revenues increase. zacks.com - 2 months ago
Here's What Key Metrics Tell Us About Landstar (LSTR) Q4 Earnings While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 months ago
Landstar System, Inc. (LSTR) Q4 2024 Earnings Call Transcript Landstar System, Inc. (NASDAQ:LSTR ) Q4 2024 Earnings Conference Call January 29, 2025 4:30 PM ET Company Participants Frank Lonegro – President and Chief Executive Officer Jim Applegate – Vice President and Chief Corporate Sales Strategy and Specialized Freight Officer Jim Todd – Vice President and Chief Financial Officer Matt Dannegger – Vice President and Chief Field Sales Officer Matt Miller – Vice President, Chief Safety and Operations Officer Conference Call Participants Scott Group – Wolfe Research Jason Seidl – TD Cowen Andrew Cox – Stifel Operator Good afternoon, and welcome to Landstar System Incorporated Year-End Earnings Release Conference Call. All lines will be in a listen-only mode until the formal question-and-answer session. seekingalpha.com - 2 months ago
Landstar System (LSTR) Q4 Earnings Lag Estimates Landstar System (LSTR) came out with quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.62 per share a year ago. zacks.com - 2 months ago
Landstar System Reports Fourth Quarter Revenue of $1.209B and Earnings Per Share of $1.31 JACKSONVILLE, Fla., Jan. 29, 2025 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported basic and diluted earnings per share (“EPS”) of $1.31 in the 2024 fourth quarter on revenue of $1.209 billion. “The Landstar team of independent business owners and employees continued to perform admirably, despite the continuation of a challenging freight backdrop,” said Landstar President and Chief Executive Officer Frank Lonegro. “I was encouraged to see year-over-year quarterly revenue growth for the first time since the 2022 third quarter. The year-over-year revenue growth was achieved via a sequential increase in overall truck pricing as compared to the 2024 third quarter and a strong revenue performance specific to our unsided/platform service offering. We look to build on this revenue per load momentum as we begin the 2025 fiscal year. Our network of Landstar BCOs, agents and employees are optimistic for an improved freight transportation environment and will continue to strive each day to improve our safety performance and deliver great service to our customers.” globenewswire.com - 2 months ago
LSTR's Q4 Earnings Coming Up: What's in the Offing for the Stock? LSTR's fourth-quarter 2024 top line is expected to have suffered from a freight market downturn and the resultant reduced demand for freight services. zacks.com - 2 months ago
Analysts Estimate Landstar System (LSTR) to Report a Decline in Earnings: What to Look Out for Landstar (LSTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 months ago
8. Profile Summary

Landstar System, Inc. LSTR

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COUNTRY US
INDUSTRY Integrated Freight & Logistics
MARKET CAP $ 4.75 B
Dividend Yield 0.21%
Description Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company operates through two segments: Transportation Logistics, and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload and less-than-truckload transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage, as well as offers transportation services to other transportation companies, such as third party logistics, small package and less-than-truckload service providers. It provides truck services through dry and specialty vans of various sizes, unsided/platform trailers, temperature-controlled vans, and containers; rail intermodal services through contracts with domestic and Canadian railroads; and air and ocean services through contracts with domestic and international airlines and ocean lines. This segment serves the automotive parts and assemblies, consumer durables, building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, and military equipment industries. The Insurance segment reinsures certain risks of the company's independent contractors. The company markets its services through independent commission sales agents and third party capacity providers. Landstar System, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.
Contact 13410 Sutton Park Drive South, Jacksonville, FL, 32224 https://www.landstar.com
IPO Date March 5, 1993
Employees 1441
Officers Mr. Michael K. Kneller Vice President, General Counsel & Secretary Mr. Matthew Miller Vice President & Chief Safety and Operations Officer Mr. James Applegate Vice President and Chief Corporate Sales, Strategy & Specialized Freight Officer Mr. Frank A. Lonegro President, Chief Executive Officer & Director Mr. Ricardo S. Coro Vice President & Chief Information Officer Mr. Matt Dannegger Vice President & Chief Field Sales Officer Mr. James P. Todd Vice President, Principal Accounting Officer & Chief Financial Officer Ms. Aimee M. Cooper Vice President & Chief Administrative Officer