LANDSTAR SYSTEM INC (LSTR) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does LANDSTAR SYSTEM INC Do?
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. LANDSTAR SYSTEM INC (LSTR) is classified as a mid-cap stock in the Industrials sector, specifically within the Transportation industry. The company is led by CEO James B. Gattoni and employs approximately 1,450 people, headquartered in JACKSONVILLE, Florida. With a market capitalization of $5.5B, LSTR is one of the notable companies in the Industrials sector.
LANDSTAR SYSTEM INC (LSTR) Stock Rating — Hold (April 2026)
As of April 2026, LANDSTAR SYSTEM INC receives a Hold rating with a composite score of 48.5/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.LSTR ranks #875 out of 4,446 stocks in our coverage universe. Within the Industrials sector, LANDSTAR SYSTEM INC ranks #147 of 752 stocks, placing it in the top quartile of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
LSTR Stock Price and 52-Week Range
LANDSTAR SYSTEM INC (LSTR) currently trades at $169.01. The stock lost $1.40 (0.8%) in the most recent trading session. The 52-week high for LSTR is $166.02, which means the stock is currently trading 1.8% from its annual peak. The 52-week low is $119.32, putting the stock 41.6% above its annual trough. Recent trading volume was 210K shares, suggesting relatively thin trading activity.
Is LSTR Overvalued or Undervalued? — Valuation Analysis
LANDSTAR SYSTEM INC (LSTR) carries a value factor score of 52/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 40.16x, compared to the Industrials sector average of 28.33x — a premium of 42%. The price-to-book ratio stands at 7.12x, versus the sector average of 2.23x. The price-to-sales ratio is 1.18x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, LSTR trades at 23.97x EV/EBITDA, versus 5.70x for the sector.
Overall, LSTR's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
LANDSTAR SYSTEM INC Profitability — ROE, Margins, and Quality Score
LANDSTAR SYSTEM INC (LSTR) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 17.7%, compared to the Industrials sector average of 8.9%, which is within a healthy range. Return on assets (ROA) comes in at 8.6% versus the sector average of 3.3%.
On a margin basis, LANDSTAR SYSTEM INC reports gross margins of 22.0%, compared to 35.8% for the sector. The operating margin is 3.9% (sector: 6.2%). Net profit margin stands at 2.9%, versus 3.9% for the average Industrials stock. Revenue growth is running at -1.6% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
LSTR Debt, Balance Sheet, and Financial Health
LANDSTAR SYSTEM INC has a debt-to-equity ratio of 0.0%, compared to the Industrials sector average of 70.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. The current ratio is 1.75x, suggesting adequate working capital coverage. Total debt on the balance sheet is $0. Cash and equivalents stand at $375M.
LSTR has a beta of 0.86, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for LANDSTAR SYSTEM INC is 69/100, reflecting average volatility within the normal range for its sector.
LANDSTAR SYSTEM INC Revenue and Earnings History — Quarterly Trend
In TTM 2026, LANDSTAR SYSTEM INC reported revenue of $4.78B and earnings per share (EPS) of $3.31. Net income for the quarter was $141M. Gross margin was 22.0%. Operating income came in at $185M.
In FY 2025, LANDSTAR SYSTEM INC reported revenue of $4.74B and earnings per share (EPS) of $3.31. Net income for the quarter was $115M. Revenue grew -1.6% year-over-year compared to FY 2024. Operating income came in at $152M.
In Q3 2025, LANDSTAR SYSTEM INC reported revenue of $1.21B and earnings per share (EPS) of $0.56. Net income for the quarter was $19M. Revenue grew -0.7% year-over-year compared to Q3 2024. Operating income came in at $26M.
In Q2 2025, LANDSTAR SYSTEM INC reported revenue of $1.21B and earnings per share (EPS) of $1.20. Net income for the quarter was $42M. Revenue grew -1.1% year-over-year compared to Q2 2024. Operating income came in at $56M.
Over the past 8 quarters, LANDSTAR SYSTEM INC has demonstrated a growth trajectory, with revenue expanding from $1.23B to $4.78B. Investors analyzing LSTR stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
LSTR Dividend Yield and Income Analysis
LANDSTAR SYSTEM INC (LSTR) currently pays a dividend yield of 2.9%. At this yield, a $10,000 investment in LSTR stock would generate approximately $$288.00 in annual dividend income.
LSTR Momentum and Technical Analysis Profile
LANDSTAR SYSTEM INC (LSTR) has a momentum factor score of 53/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 34/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 21/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
LSTR vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, LANDSTAR SYSTEM INC (LSTR) ranks #147 out of 752 stocks based on the Blank Capital composite score. This places LSTR in the top quartile of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.
Comparing LSTR against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full LSTR vs S&P 500 (SPY) comparison to assess how LANDSTAR SYSTEM INC stacks up against the broader market across all factor dimensions.
LSTR Next Earnings Date
No upcoming earnings date has been announced for LANDSTAR SYSTEM INC (LSTR) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy LSTR? — Investment Thesis Summary
LANDSTAR SYSTEM INC presents a balanced picture with arguments on both sides. Low volatility (stability score 69/100) reduces downside risk.
In summary, LANDSTAR SYSTEM INC (LSTR) earns a Hold rating with a composite score of 48.5/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on LSTR stock.
Related Resources for LSTR Investors
Explore more research and tools: LSTR vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare LSTR head-to-head with peers: LSTR vs SOBO, LSTR vs TEN, LSTR vs GLDD.