Landstar System, Inc. (LSTR)

Industrials · NMS

$169.44+0.47% today

Price as at 1 Oct 2026, 14:47 UTC. Quotes are delayed.

Fundamentals

Market cap$7.27B
P/E ratio59.3
Dividend yield0.76%
Revenue growth (YoY)+1.6%
Profit margin2.6%
Return on equity14.4%
52-week range$120.01 to $228.46

Valuation and ratings

Fair value estimate$138.98
Upside to fair value-18.0%
Analyst target (mean)$198.07
Analyst range$145.00 to $240.00
Analysts with price targets15
Consensus viewhold
Moat score34/100
Overall rating28/100, very low quality

Fair value: $138.98 (-18.0%), see how we got there

Landstar System, Inc. trades at $169.44, which is 18% above the $138.98 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 34 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 59.3 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

LSTR dividend history

Dividend yield0.76%
Paid, trailing 12 months$3.64 per share
Most recent payment$0.440, ex 18 Aug 2026
5-year growth (p.a.)+5.0%
Consecutive years of growth6
Consecutive years paid21

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$3.244
2025$3.565
2024$3.385
2023$3.265
2022$3.105
2021$2.925
2020$2.795
2019$0.7004
2018$2.135
2017$0.3804
2016$0.3404

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

LSTR earnings and analyst estimates

EPS estimate, next year$7.46
Expected EPS growth+28.0%
Expected revenue growth+11.2%

Recommendation mix, 18 published ratings

3 buy12 hold3 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About Landstar System, Inc.

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 & LogisticsEmployees: 1,300HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

LSTR passes 3 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

LSTR peers

The largest companies in the same industry (Integrated Freight & Logistics), then in the same sector.

Every industrials company we cover is on the Industrials hub.

Common questions

Is Landstar System, Inc. (LSTR) undervalued?

Against our fair value estimate of $138.98, LSTR at $169.44 is 18% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own LSTR?

13 of the institutions we track reported a position in LSTR in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

What is LSTR's P/E ratio?

LSTR trades at 59.3 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Does Landstar System, Inc. (LSTR) pay a dividend?

Yes. Landstar System, Inc. yields 0.76% at the current share price. It has paid $3.64 per share over the trailing twelve months. It has paid a dividend in each of the last 21 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its LSTR data?

Fundamentals for LSTR come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 14:47 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for LSTR, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.