Landstar System, Inc.

NasdaqGS:LSTR Stok Raporu

Piyasa değeri: US$6.0b

Landstar System Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Landstar System kazanç ve gelirin sırasıyla yıllık 19.3% ve 7.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 21.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 38% olacağı tahmin edilmektedir.

Anahtar bilgiler

19.3%

Kazanç büyüme oranı

21.35%

EPS büyüme oranı

Transportation kazanç büyümesi13.8%
Gelir büyüme oranı7.7%
Gelecekteki özkaynak getirisi37.98%
Analist kapsamı

Good

Son güncelleme11 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Analiz Makalesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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 Alpha
Seeking 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 Alpha
Seeking 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
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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:LSTR - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20286,111268N/AN/A4
12/31/20275,64823322425014
12/31/20265,12619018323914
3/28/20264,776125234247N/A
12/27/20254,757115215225N/A
9/27/20254,793137199213N/A
6/28/20254,802168188207N/A
3/29/20254,816179224248N/A
12/28/20244,834196256287N/A
9/28/20244,829208281315N/A
6/29/20244,903219314344N/A
3/30/20245,051233320349N/A
12/30/20235,313264368394N/A
9/30/20235,782300470490N/A
7/1/20236,306338574605N/A
4/1/20236,905384638667N/A
12/31/20227,440431597623N/A
9/24/20227,710451470496N/A
6/25/20227,628449327349N/A
3/26/20227,224429279302N/A
12/25/20216,540382253277N/A
9/25/20215,892333218242N/A
6/26/20215,243296128150N/A
3/27/20214,496228152181N/A
12/26/20204,136192180211N/A
9/26/20203,836177203233N/A
6/27/20203,762168294322N/A
3/28/20203,984205265286N/A
12/28/20194,090228N/A308N/A
9/28/20194,277246N/A354N/A
6/29/20194,467260N/A369N/A
3/30/20194,604261N/A347N/A
12/29/20184,619255N/A298N/A
9/29/20184,488252N/A211N/A
6/30/20184,229227N/A172N/A
3/31/20183,916202N/A149N/A
12/30/20173,649177N/A139N/A
9/30/20173,490152N/A151N/A
7/1/20173,334146N/A165N/A
4/1/20173,238141N/A180N/A
12/31/20163,169137N/A190N/A
9/24/20163,125136N/A239N/A
6/25/20163,179139N/A239N/A
3/26/20163,272147N/A239N/A
12/26/20153,322148N/A216N/A
9/26/20153,337148N/A177N/A
6/27/20153,314146N/A170N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: LSTR 'nin tahmini kazanç büyümesi (yıllık 19.3% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: LSTR şirketinin kazançlarının (yıllık 19.3% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: LSTR şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: LSTR şirketinin gelirinin (yıllık 7.7% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: LSTR şirketinin gelirinin (yıllık 7.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: LSTR 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 38 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/18 13:12
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/27

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Landstar System, Inc. 33 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays