Landstar System LSTR

$173.48 +3.34 (1.96%)

Valuation

Market cap
5,774,041,000
Revenue TTM
$4,757,450,000
Net income TTM
$115,010,000
PE ratio
33.33
Forward PE
28.89
Profit margin
2.42%
Debt to equity
0.08

Trading

Volume
293,700
Avg volume
429,430
Day's range
$172.01 – $175.52
Shares out
33,937,000
Stochastic %K
85%
Beta
0.90
Analysts
Sell
Price target
$196.19

Price

Company profile

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 delive...

Show more

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.

Industry
Integrated Freight & Logistics
Sector
Industrials
Phone
904 398 9400
Website
https://www.landstar.com
Address
13410 Sutton Park Drive South, Jacksonville, United States

Latest news

Stocktwits

macrossluvsrobotech Aug 17, 4:00 PM
$SBLK Direct Spot Exposure vs Macro Squeeze 🚢⚓ Key Fundamentals: • Spot Exposure: Heavy unhedged floating days directly capture surging dry bulk TCE rates across Capesize, Kamsarmax & Ultramax. • FCF Conversion: Low cash break-evens turn every +$1,000/day spot jump into pure cash flow & high-yield dividends. • Inelastic Supply: Multi-decade low dry bulk orderbooks prevent fleet relief. First-Principles Macro Setup: Fixed supply + surging ton-miles = exponential spot pricing power: • Red Sea & Hormuz: Africa bypasses soak up global Capesize & Panamax capacity. • Panama Canal: Draught limits force lighter grain & coal loads, shrinking effective tonnage. Why Dec Gets Tighter, Not Better: Panama’s dry season begins in Dec. El Niño deficits will restrict transits further just as seasonal winter coal & ag shipments peak. Spot leverage is primed. 📈 $SBLK $SPY $LSTR $JBHT Panama Canal: https://pancanal.com/en/
0 replies
macrossluvsrobotech Aug 17, 3:41 PM
$GSL Backlog vs Market Cap: A Massive Valuation Disconnect 🚢⚓ Key Fundamentals: • Contracted Backlog: $3.2B (100% charter coverage for 2026, 90% for 2027) • Market Cap: ~$1.53B (~36M shares @ ~$42.50) • Contracted backlog is ~2.1x the entire market capitalization. First-Principles Macro Setup: Fleet supply is fixed in the short term. Simultaneous chokepoints are actively destroying effective vessel capacity: • Strait of Hormuz & Red Sea: Ongoing conflict forces long detours around Africa, exploding ton-mile demand. • Panama Canal: Drought triggers strict draught limits, forcing lighter loads and $4M auction bids to skip 10-day queues. Why December Gets Tighter, Not Better: Panama’s dry season begins in December. If El Niño prevents Gatun Lake from recharging now, entering winter guarantees severe draught cuts and transit bottlenecks as El Niño peaks. Panama Canal Hydrological Mechanics (December Dry Season): • Panama Canal Authority Advisories: https://pancanal.com/en/ $GSL $ZIM $SPY $LSTR
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macrossluvsrobotech Aug 17, 2:52 PM
$GSL Backlog $3.2B vs market cap ~$1.55B. That’s roughly 2.1×. 100% covered for 2026, 90% for 2027. 15 new ECO ships already largely pre-chartered. Macro still tight: • Hormuz remains severely restricted — longer routes continue to absorb vessel capacity • Panama draft cuts already active and tightening further (48.0 ft Aug 26 → 47.5 ft Sep 3) as Gatun sits near 84 ft • El Niño risk means the Canal’s dry season (Dec–Apr) can still get worse, not better GSL is locked into multi-year cash flows while the disruptions that support rates persist. GSL Q2: https://www.globenewswire.com/news-release/2026/08/05/3339245/0/en/global-ship-lease-reports-results-for-the-second-quarter-of-2026.html Panama draft: https://pancanal.com/wp-content/uploads/2026/08/ADV-25-2026-Adjustment-to-the-Maximum-Allowable-Draft-in-the-Neopanamax-Locks.pdf Gatun levels: https://evtms-rpts.pancanal.com/eng/h2o/GatunWaterIndicators.pdf Hormuz: https://straits.live/report $SPY $SBLK $ZIM $LSTR
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Estimize Jul 29, 8:00 PM
Wall St is expecting 1.65 EPS for $LSTR Q3 [Reporting 10/27 AMC] http://www.estimize.com/intro/lstr?chart=historical&metric_name=eps&utm_co
0 replies
txbondman Jul 28, 10:07 PM
bot $AAON, $DIOD, $INOD, $LSTR, and $STM to double down; (Don't try this at home!!)
2 replies
EarningsInsider Jul 28, 10:01 PM
https://www.marketbeat.com/earnings/reports/2026-7-28-landstar-system-inc-stock/ $LSTR Landstar System Earnings Transcript
0 replies
DeltaSigma Jul 28, 9:02 PM
$LSTR just put up an 18% YoY revenue jump and a 20% EPS move to $1.44. Ten quarters into the freight slump, the tape finally looks like it has flipped. Margins are still the drag, so this is a turn, not a clean sprint. The cycle has changed, but the anchors are still there.
0 replies
StocktwitsEarnings Jul 28, 8:27 PM
$LSTR Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.44 up 20.00% YoY • Reported revenue of $1.43B up 18.09% YoY
0 replies