Landstar System 향후 성장
Future 기준 점검 4/6
Landstar System (는) 각각 연간 20.3% 및 9.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 38% 로 예상됩니다.
핵심 정보
20.3%
이익 성장률
22.31%
EPS 성장률
| Transportation 이익 성장 | 15.1% |
| 매출 성장률 | 9.3% |
| 향후 자기자본이익률 | 38.05% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 14 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Aug 13
Landstar System: Why The Supreme Court's Decision To Eliminate Federal Protections Makes It A Hold
Summary Landstar System benefits from AI-driven heavy haul demand but faces mounting regulatory and cost headwinds. Despite record Q2 revenue, LSTR's EPS missed expectations, with costly growth and margin compression due to rising carrier and insurance costs. The Supreme Court's ruling exposes LSTR to litigation risk beyond insurance, threatening profitability and cash flow. LSTR trades at a premium (46x P/E, 23x EV/EBITDA); I rate it Hold, awaiting cost stabilization before considering an upgrade. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 23
LSTR: Tighter Truckload Capacity And Mixed Cycle Outlook May Limit Upside
Analysts have lifted the blended price target for Landstar System by about $17, reflecting updated views on freight demand, capacity tightening, and valuation multiples across recent research. Analyst Commentary Recent research on Landstar System points to a split view, with a cluster of higher price targets reflecting improving freight indicators, while at least one major firm highlights downside risk and valuation concerns.
내러티브 업데이트 • Jul 09
LSTR: Improving Freight Cycle And Tighter Capacity Are Expected To Support Earnings
The analyst price target for Landstar System has been updated from $225.56 to $240.00, with analysts citing improving transport cycle conditions, tighter truckload capacity, and expectations for stronger freight demand as factors supporting earnings and price-to-earnings assumptions. Analyst Commentary Recent research on Landstar System highlights a wide range of views, but bullish analysts are pointing to an improving transport cycle, tighter truckload capacity, and freight demand trends as key supports for current P/E assumptions and updated price targets.내러티브 업데이트 • 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.
새로운 내러티브 • 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?새로운 내러티브 • 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?내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,713 | 285 | 305 | 308 | 6 |
| 12/31/2027 | 6,166 | 252 | 256 | 273 | 15 |
| 12/31/2026 | 5,531 | 201 | 174 | 207 | 15 |
| 6/27/2026 | 4,995 | 132 | 176 | 190 | N/A |
| 3/28/2026 | 4,776 | 125 | 234 | 247 | N/A |
| 12/27/2025 | 4,757 | 115 | 215 | 225 | N/A |
| 9/27/2025 | 4,793 | 137 | 199 | 213 | N/A |
| 6/28/2025 | 4,802 | 168 | 188 | 207 | N/A |
| 3/29/2025 | 4,816 | 179 | 224 | 248 | N/A |
| 12/28/2024 | 4,834 | 196 | 256 | 287 | N/A |
| 9/28/2024 | 4,829 | 208 | 281 | 315 | N/A |
| 6/29/2024 | 4,903 | 219 | 314 | 344 | N/A |
| 3/30/2024 | 5,051 | 233 | 320 | 349 | N/A |
| 12/30/2023 | 5,313 | 264 | 368 | 394 | N/A |
| 9/30/2023 | 5,782 | 300 | 470 | 490 | N/A |
| 7/1/2023 | 6,306 | 338 | 574 | 605 | N/A |
| 4/1/2023 | 6,905 | 384 | 638 | 667 | N/A |
| 12/31/2022 | 7,440 | 431 | 597 | 623 | N/A |
| 9/24/2022 | 7,710 | 451 | 470 | 496 | N/A |
| 6/25/2022 | 7,628 | 449 | 327 | 349 | N/A |
| 3/26/2022 | 7,224 | 429 | 279 | 302 | N/A |
| 12/25/2021 | 6,540 | 382 | 253 | 277 | N/A |
| 9/25/2021 | 5,892 | 333 | 218 | 242 | N/A |
| 6/26/2021 | 5,243 | 296 | 128 | 150 | N/A |
| 3/27/2021 | 4,496 | 228 | 152 | 181 | N/A |
| 12/26/2020 | 4,136 | 192 | 180 | 211 | N/A |
| 9/26/2020 | 3,836 | 177 | 203 | 233 | N/A |
| 6/27/2020 | 3,762 | 168 | 294 | 322 | N/A |
| 3/28/2020 | 3,984 | 205 | N/A | 286 | N/A |
| 12/28/2019 | 4,090 | 228 | N/A | 308 | N/A |
| 9/28/2019 | 4,277 | 246 | N/A | 354 | N/A |
| 6/29/2019 | 4,467 | 260 | N/A | 369 | N/A |
| 3/30/2019 | 4,604 | 261 | N/A | 347 | N/A |
| 12/29/2018 | 4,619 | 255 | N/A | 298 | N/A |
| 9/29/2018 | 4,488 | 252 | N/A | 211 | N/A |
| 6/30/2018 | 4,229 | 227 | N/A | 172 | N/A |
| 3/31/2018 | 3,916 | 202 | N/A | 149 | N/A |
| 12/30/2017 | 3,649 | 177 | N/A | 139 | N/A |
| 9/30/2017 | 3,490 | 152 | N/A | 151 | N/A |
| 7/1/2017 | 3,334 | 146 | N/A | 165 | N/A |
| 4/1/2017 | 3,238 | 141 | N/A | 180 | N/A |
| 12/31/2016 | 3,169 | 137 | N/A | 190 | N/A |
| 9/24/2016 | 3,125 | 136 | N/A | 239 | N/A |
| 6/25/2016 | 3,179 | 139 | N/A | 239 | N/A |
| 3/26/2016 | 3,272 | 147 | N/A | 239 | N/A |
| 12/26/2015 | 3,322 | 148 | N/A | 216 | N/A |
| 9/26/2015 | 3,337 | 148 | N/A | 177 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LSTR 의 연간 예상 수익 증가율(20.3%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: LSTR 의 연간 수익(20.3%)이 US 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: LSTR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: LSTR 의 수익(연간 9.3%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: LSTR 의 수익(연간 9.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LSTR의 자본 수익률은 3년 후 38%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/16 13:43 |
| 종가 | 2026/08/14 00:00 |
| 수익 | 2026/06/27 |
| 연간 수익 | 2025/12/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Landstar System, Inc.는 31명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Christopher Kuhn | Benchmark Company |