Landstar System（LSTR）株式概要
ランドスターシステム社は、米国、カナダ、メキシコ、そして国際的に輸送管理ソリューションを提供している。 詳細
LSTR Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Landstar System, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$207.35 |
| 52週高値 | US$228.46 |
| 52週安値 | US$119.32 |
| ベータ | 0.88 |
| 1ヶ月の変化 | -2.84% |
| 3ヶ月変化 | 27.00% |
| 1年変化 | 41.49% |
| 3年間の変化 | 8.93% |
| 5年間の変化 | 31.18% |
| IPOからの変化 | 12,660.00% |
最新ニュース
ナラティブの更新 • Jun 25
LSTR: Tightening Truck Capacity Will Likely Cap Future Return Potential
The analyst fair value target for Landstar System has been raised by $5 to $181. Analysts attribute this change to expectations for stronger freight demand, tighter truck capacity, and slightly higher assumed revenue growth, profit margins, and forward P/E multiples in their updated models.
新しいナラティブ • Jun 21
Heavy Haul Concentration And Rising Insurance Will Pressure Future Freight Margins
Catalysts About Landstar System Landstar System provides asset light freight transportation services through a network of independent agents, owner operators and third party capacity providers across truckload and other modes. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Jun 07
Heavy Haul And AI Adoption Will Shape A Stronger Long Term Freight Platform
Catalysts About Landstar System Landstar System is an asset light transportation services company that connects shippers with a network of independent owner operators, agents and third party capacity across truckload and other freight modes. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jun 05
LSTR: Higher Street Optimism Will Likely Outrun Seasonal And Execution Constraints
Analysts have raised their price expectations for Landstar System, increasing the fair value estimate from $152.71 to $176.29 as they incorporate updated assumptions for revenue growth, profit margins, discount rates, and future P/E multiples, informed by a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Landstar System has centered on a cluster of price target increases, with several firms adjusting their models in close succession.Recent updates
ナラティブの更新 • Jun 25
LSTR: Tightening Truck Capacity Will Likely Cap Future Return Potential
The analyst fair value target for Landstar System has been raised by $5 to $181. Analysts attribute this change to expectations for stronger freight demand, tighter truck capacity, and slightly higher assumed revenue growth, profit margins, and forward P/E multiples in their updated models.新しいナラティブ • Jun 21
Heavy Haul Concentration And Rising Insurance Will Pressure Future Freight Margins
Catalysts About Landstar System Landstar System provides asset light freight transportation services through a network of independent agents, owner operators and third party capacity providers across truckload and other modes. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Jun 07
Heavy Haul And AI Adoption Will Shape A Stronger Long Term Freight Platform
Catalysts About Landstar System Landstar System is an asset light transportation services company that connects shippers with a network of independent owner operators, agents and third party capacity across truckload and other freight modes. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jun 05
LSTR: Higher Street Optimism Will Likely Outrun Seasonal And Execution Constraints
Analysts have raised their price expectations for Landstar System, increasing the fair value estimate from $152.71 to $176.29 as they incorporate updated assumptions for revenue growth, profit margins, discount rates, and future P/E multiples, informed by a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Landstar System has centered on a cluster of price target increases, with several firms adjusting their models in close succession.分析記事 • May 11
Landstar System's (NASDAQ:LSTR) Soft Earnings Don't Show The Whole Picture
Soft earnings didn't appear to concern Landstar System, Inc.'s ( NASDAQ:LSTR ) shareholders over the last week. We did...Seeking Alpha • May 01
Landstar System: Systemic Strength With Asset-Light, Well-Diversified Business Model, But Fully Priced
Summary Landstar System has rebounded nearly 30% over the past year, reflecting truckload market recovery and capacity contraction. LSTR’s asset-light, diversified model and robust liquidity buffer support resilience amid ongoing macroeconomic volatility and thin margins. Valuation appears full: DDM-derived target price is $178.22, while P/B and P/S suggest lower fair values; technicals indicate overbought conditions. I reiterate a hold rating on LSTR, citing macro risks, high valuation, and cautious technical signals despite operational strengths. Read the full article on Seeking Alphaナラティブの更新 • Apr 23
LSTR: Seasonality Headwinds Will Restrain Benefits From Recent Share Repurchases
The analyst price target for Landstar System has moved from $151.27 to $152.71 as analysts factor in updated forecasts for revenue growth, profit margins, and future P/E multiples following a series of recent target changes across the Street. Analyst Commentary Recent Street research on Landstar System reflects a mix of optimistic and cautious views, with several firms adjusting their price targets in both directions as they update models for revenue, margins, and valuation multiples.ナラティブの更新 • Apr 09
LSTR: Seasonality Headwinds Will Challenge Capacity Tightening And EPS Recovery Expectations
Narrative Update Analyst price targets for Landstar System have shifted, with several firms moving estimates higher by $2 to $20 alongside one $5 reduction, as analysts weigh tighter trucking capacity, tempered earnings expectations, and recent share price strength. Analyst Commentary Recent research on Landstar System reflects a mix of optimism on tightening capacity and cautious views on how much of the recovery story is already reflected in the share price.ナラティブの更新 • Mar 25
LSTR: Supply Tightening And Seasonality Will Shape Fairly Valued Spot Recovery Prospects
Analysts collectively nudged their price targets for Landstar System higher by a mid single digit dollar amount to around $151, reflecting updated views on truckload supply tightening, spot exposure, and the timing of a potential freight recovery, while still highlighting ongoing seasonal and demand uncertainties. Analyst Commentary Recent research on Landstar System shows a mix of optimism about the truckload supply backdrop and caution around how quickly that tightness might translate into sustained earnings power.ナラティブの更新 • Mar 10
LSTR: Supply Tightening And Seasonality Will Shape Early Cycle Spot Recovery
Analysts have nudged their price targets for Landstar System higher by a few dollars, with updates clustering in the $150 to $170 range. They are balancing regulation driven capacity tightening and expectations for a truckload recovery against softer seasonality and ongoing demand uncertainty.ナラティブの更新 • Feb 24
LSTR: Supply Led Tightening And Softer Seasonality Will Shape Balanced Spot Recovery Outlook
Analysts have nudged their price target framework on Landstar System higher to reflect a richer assumed future P/E multiple, with a slightly lower profit margin outlook and minimal change to the $151.27 fair value estimate, based on recent research updates that include target moves ranging from about $150 to $170. Analyst Commentary Recent research on Landstar System reflects an active tug of war between optimism on a potential truckload recovery and caution around near term freight softness and valuation.ナラティブの更新 • Feb 09
LSTR: Supply Led Tightening And Softer Seasonality Will Shape Spot Rate Recovery
Analysts nudged their average price target on Landstar System higher by about $1 to $151, reflecting updated views that balance slightly softer revenue growth assumptions with firmer profit margins and a modestly lower future P/E multiple. Analyst Commentary Recent research updates show a mix of optimism and caution around Landstar System, with several firms adjusting price targets and ratings as they reassess earnings power, capacity trends and truckload pricing into 2026 and beyond.ナラティブの更新 • Jan 25
LSTR: Supply Led Truckload Tightening Will Face Softer Seasonal Spot Rate Conditions
Analysts have increased their blended fair value estimate for Landstar System by about US$7 to roughly US$150. This reflects a series of higher price targets across the Street as they factor in tighter truckload capacity, potential spot rate support and updated earnings assumptions.ナラティブの更新 • Jan 11
LSTR: Supply Led Truckload Recovery Will Meet Softer Near Term Conditions
Analysts have lifted their blended price target for Landstar System to about $143 from roughly $134, citing expectations for firmer truckload supply conditions into 2026, higher assumed revenue growth and P/E multiples, and only modest adjustments to discount rate and profit margin assumptions. Analyst Commentary Recent research highlights a mix of optimism and caution around Landstar System, with several firms revising their models, updating long term assumptions, and resetting price targets as they look ahead to 2026 and beyond.分析記事 • Jan 02
At US$144, Is It Time To Put Landstar System, Inc. (NASDAQ:LSTR) On Your Watch List?
While Landstar System, Inc. ( NASDAQ:LSTR ) might not have the largest market cap around , it saw a decent share price...ナラティブの更新 • Dec 19
LSTR: Capacity Stabilization Will Meet Prolonged Truckload Weakness And Slower Earnings Recovery
Analysts have nudged their blended price target for Landstar System modestly higher to approximately $134 from about $131, reflecting slightly better long term growth and valuation assumptions, even as Street research highlights ongoing truckload headwinds and modest estimate trims across the transports group. Analyst Commentary Recent Street research presents a mixed backdrop for Landstar System, with price targets drifting lower but ratings largely unchanged, underscoring a balanced risk reward profile in the current freight cycle.分析記事 • Dec 10
Landstar System (NASDAQ:LSTR) Has Announced A Dividend Of $2.00
Landstar System, Inc. ( NASDAQ:LSTR ) has announced that it will pay a dividend of $2.00 per share on the 21st of...ナラティブの更新 • Dec 05
LSTR: Capacity Stabilization Will Face Ongoing Truckload Oversupply And Industrial Weakness
Analysts have modestly reduced their price targets on Landstar System, trimming expectations by roughly $2 to $12 per share across recent updates, as they point to a still challenging truckload cycle, weak industrial demand, and ongoing oversupply, even amid early signs of stabilization in carrier capacity. Analyst Commentary Recent Street commentary reflects a mixed but generally cautious stance on Landstar System, with modest target cuts framed against early operational signs that the cycle may be nearing a bottom.分析記事 • Dec 03
Landstar System (NASDAQ:LSTR) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブの更新 • Nov 21
LSTR: Operational Stabilization Will Continue As Truckload Market Headwinds Persist
Analysts have modestly reduced their price targets for Landstar System, with several citing ongoing challenges in truckload market conditions and muted industrial growth as reasons for lowering targets by $2 to $11 per share. Analyst Commentary Recent analyst reports offer a balanced perspective on Landstar System, highlighting both positive developments and ongoing challenges facing the company.ナラティブの更新 • Nov 05
LSTR: Business Conditions Will Stabilize Further As Market Headwinds Ease
Analysts have modestly lowered their average price target for Landstar System, reducing it by approximately $3 to reflect ongoing industry headwinds such as persistent weak volumes and muted pricing. Some note early signs of stabilization in key operating metrics.分析記事 • Nov 05
There May Be Some Bright Spots In Landstar System's (NASDAQ:LSTR) Earnings
The market for Landstar System, Inc.'s ( NASDAQ:LSTR ) shares didn't move much after it posted weak earnings recently...ナラティブの更新 • Oct 22
Analyst Commentary Highlights Mixed Outlook for Landstar System Amid Valuation and Market Shifts
The analyst price target for Landstar System has decreased by $2.64. This reflects analysts' concerns over weak industrial growth, oversupply, and persistent challenges in freight volumes and pricing.ナラティブの更新 • Oct 08
Infrastructure Investment And Digitalization Will Transform Freight Sector
Landstar System's analyst price target has been lowered by approximately $4, now reflecting $136.79, as analysts cite ongoing challenges in industrial growth and transport sector demand. Analyst Commentary Recent analyst revisions for Landstar System reflect a mix of caution and confidence as the company navigates ongoing sector headwinds and evolving market conditions.分析記事 • Sep 24
Some Investors May Be Worried About Landstar System's (NASDAQ:LSTR) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Sep 11
Is Now The Time To Look At Buying Landstar System, Inc. (NASDAQ:LSTR)?
While Landstar System, Inc. ( NASDAQ:LSTR ) might not have the largest market cap around , it received a lot of...分析記事 • Aug 29
Why Investors Shouldn't Be Surprised By Landstar System, Inc.'s (NASDAQ:LSTR) P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...分析記事 • Jul 27
Here's Why Landstar System (NASDAQ:LSTR) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Apr 13
Landstar System: A Strategic Business Model With A Solid Balance Sheet To Justify A Rebound
Summary Landstar System shows resilience with decent profitability, a strong balance sheet, and a semi asset-light business model, despite market challenges. LSTR's prudent pricing strategies, diversified service offerings, and stable cost management drive its stable topline performance and potential for recovery. The company's excellent liquidity and low borrowings position it well against inflation and tariffs, allowing it to sustain operations without borrowing. Despite weak technicals, LSTR presents numerous buying opportunities, with a strong buy rating due to potential underpricing and favorable long-term trends. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Landstar: Lacklustre Q4 And FY Results Fail To Compromise Long-Term Potential
Summary 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. My DCF valuation indicates a 21% undervaluation, reinforcing my Buy rating for LSTR. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
Landstar: A Sparkling Logistic Company And A Value Opportunity
Summary Landstar System, a profitable asset-light logistics firm, maintains high flexibility and robust returns on capital and assets, despite slightly lower margins. The company's unique model, leveraging third-party owner-operators, reduces capital requirements and enhances operational efficiency, providing a strong economic moat. Despite recent revenue declines due to cyclical demand, LSTR's lean structure and net cash position ensure resilience and long-term profitability. Valued at a 9% discount per DCF analysis, Landstar's strong fundamentals and conservative fiscal strategy suggest potential for outsized long-term returns. Buy rating issued. Read the full article on Seeking Alpha株主還元
| LSTR | US Transportation | US 市場 | |
|---|---|---|---|
| 7D | -0.2% | 3.4% | 1.9% |
| 1Y | 41.5% | 8.7% | 20.3% |
業界別リターン: LSTR過去 1 年間で8.7 % の収益を上げたUS Transportation業界を上回りました。
リターン対市場: LSTR過去 1 年間で20.3 % の収益を上げたUS市場を上回りました。
価格変動
| LSTR volatility | |
|---|---|
| LSTR Average Weekly Movement | 4.1% |
| Transportation Industry Average Movement | 6.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LSTR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LSTRの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1988 | 1,378 | Frank Lonegro | www.landstar.com |
ランドスターシステム社は、米国、カナダ、メキシコ、および国際的な輸送管理ソリューションを提供している。輸送ロジスティクスと保険の2つのセグメントで事業を展開している。運輸ロジスティクス事業では、トラック積載、トラック未満積載、その他のトラック輸送、鉄道複合一貫輸送、航空貨物、海上貨物、一刻を争う貨物の迅速な陸上・航空輸送、重量物・特殊貨物、危険物、コールドチェーン・温度管理、米国-カナダ、米国-メキシコのクロスボーダー、国境を越えた輸送、米国-メキシコの保険など、さまざまな輸送サービスを提供している。カナダおよび米国-メキシコ間のクロスボーダー、メキシコ国内、カナダ国内、プロジェクト貨物、通関サービス、さらにサードパーティー・ロジスティクスやトラック積載量以下のサービス・プロバイダーなど他の運送会社への輸送サービスも提供している。自動車部品・組立品、耐久消費財、建築製品、金属、化学品、食料品、重機械、小売、電子機器、軍事機器、一般商品などの業界にサービスを提供している。保険部門はリスクおよびクレーム管理サービスを提供し、独立請負業者のリスクを再保険する。同社は代理店、第三者能力提供者、従業員のネットワークを通じてサービスを販売している。ランドスターシステム社は1988年に設立され、フロリダ州ジャクソンビルに本社を置いている。
Landstar System, Inc. 基礎のまとめ
| LSTR 基礎統計学 | |
|---|---|
| 時価総額 | US$7.02b |
| 収益（TTM） | US$124.64m |
| 売上高(TTM) | US$4.78b |
56.4x
PER（株価収益率1.5x
P/SレシオLSTR は割高か？
公正価値と評価分析を参照収益と収入
| LSTR 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.78b |
| 売上原価 | US$3.70b |
| 売上総利益 | US$921.98m |
| その他の費用 | US$797.34m |
| 収益 | US$124.64m |
直近の収益報告
Mar 28, 2026
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 3.67 |
| グロス・マージン | 19.31% |
| 純利益率 | 2.61% |
| 有利子負債／自己資本比率 | 6.8% |
LSTR の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.7%
現在の配当利回り44%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/01 01:31 |
| 終値 | 2026/07/01 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/27 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Landstar System, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30
| アナリスト | 機関 |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |