Landstar System 過去の業績
過去 基準チェック /16
Landstar Systemの収益は年間平均-19.5%の割合で減少していますが、 Transportation業界の収益は年間 増加しています。収益は年間1.7% 6.8%割合で 減少しています。 Landstar Systemの自己資本利益率は15.6%であり、純利益率は2.6%です。
主要情報
-19.47%
収益成長率
-17.69%
EPS成長率
| Transportation 業界の成長 | 15.63% |
| 収益成長率 | -6.79% |
| 株主資本利益率 | 15.60% |
| ネット・マージン | 2.61% |
| 次回の業績アップデート | 28 Jul 2026 |
最近の業績更新
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...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...Recent updates
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
新しいナラティブ • Aug 28
Expanding Through Cross-Border And Heavy Haul Strategies Boosts Optimism Despite Market Challenges
Strategic focus on cross-border Mexico operations and heavy haul segments alongside technology investments signals potential for growth and efficiency gains.収支内訳
収支内訳
Landstar System の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 28 Mar 26 | 4,776 | 125 | 615 | 0 |
| 27 Dec 25 | 4,757 | 115 | 618 | 0 |
| 27 Sep 25 | 4,793 | 137 | 622 | 0 |
| 28 Jun 25 | 4,802 | 168 | 610 | 0 |
| 29 Mar 25 | 4,816 | 179 | 609 | 0 |
| 28 Dec 24 | 4,834 | 196 | 610 | 0 |
| 28 Sep 24 | 4,829 | 208 | 601 | 0 |
| 29 Jun 24 | 4,903 | 219 | 627 | 0 |
| 30 Mar 24 | 5,051 | 233 | 649 | 0 |
| 30 Dec 23 | 5,313 | 264 | 674 | 0 |
| 30 Sep 23 | 5,782 | 300 | 728 | 0 |
| 01 Jul 23 | 6,306 | 338 | 769 | 0 |
| 01 Apr 23 | 6,905 | 384 | 813 | 0 |
| 31 Dec 22 | 7,440 | 431 | 836 | 0 |
| 24 Sep 22 | 7,710 | 451 | 844 | 0 |
| 25 Jun 22 | 7,628 | 449 | 831 | 0 |
| 26 Mar 22 | 7,224 | 429 | 786 | 0 |
| 25 Dec 21 | 6,540 | 382 | 728 | 0 |
| 25 Sep 21 | 5,892 | 333 | 663 | 0 |
| 26 Jun 21 | 5,243 | 296 | 593 | 0 |
| 27 Mar 21 | 4,496 | 228 | 521 | 0 |
| 26 Dec 20 | 4,136 | 192 | 496 | 0 |
| 26 Sep 20 | 3,836 | 177 | 471 | 0 |
| 27 Jun 20 | 3,762 | 168 | 469 | 0 |
| 28 Mar 20 | 3,984 | 205 | 495 | 0 |
| 28 Dec 19 | 4,090 | 228 | 501 | 0 |
| 28 Sep 19 | 4,277 | 246 | 528 | 0 |
| 29 Jun 19 | 4,467 | 260 | 551 | 0 |
| 30 Mar 19 | 4,604 | 261 | 566 | 0 |
| 29 Dec 18 | 4,619 | 255 | 566 | 0 |
| 29 Sep 18 | 4,488 | 252 | 551 | 0 |
| 30 Jun 18 | 4,229 | 227 | 526 | 0 |
| 31 Mar 18 | 3,916 | 202 | 493 | 0 |
| 30 Dec 17 | 3,649 | 177 | 468 | 0 |
| 30 Sep 17 | 3,490 | 152 | 446 | 0 |
| 01 Jul 17 | 3,334 | 146 | 425 | 0 |
| 01 Apr 17 | 3,238 | 141 | 416 | 0 |
| 31 Dec 16 | 3,169 | 137 | 407 | 0 |
| 24 Sep 16 | 3,125 | 136 | 405 | 0 |
| 25 Jun 16 | 3,179 | 139 | 411 | 0 |
| 26 Mar 16 | 3,272 | 147 | 417 | 0 |
| 26 Dec 15 | 3,322 | 148 | 420 | 0 |
| 26 Sep 15 | 3,337 | 148 | 422 | 0 |
| 27 Jun 15 | 3,314 | 146 | 417 | 0 |
質の高い収益: LSTRは 高品質の収益 を持っています。
利益率の向上: LSTRの現在の純利益率 (2.6%)は、昨年(3.7%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: LSTRの収益は過去 5 年間で年間19.5%減少しました。
成長の加速: LSTRは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: LSTRは過去 1 年間で収益成長率がマイナス ( -30.3% ) となったため、 Transportation業界平均 ( -15.9% ) と比較することが困難です。
株主資本利益率
高いROE: LSTRの 自己資本利益率 ( 15.6% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/20 03:23 |
| 終値 | 2026/05/20 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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。33
| アナリスト | 機関 |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |