Landstar System, Inc. (LSTR) Stock: Price, Forecast & Analyst Target
Landstar System, Inc. (LSTR) — MoonshotScore 65/100 (Strong band), calculated Oct 5, 2026. Price $173.48 (+1.96%), as of the Oct 2, 2026 trading session; market cap $5.89B. Expected results Oct 27, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 16.94× (market value Oct 2, 2026; cash Jun 27, 2026) · expected results Oct 27, 2026
Landstar System, Inc. · LSTR · NASDAQ · Industrials · Integrated Freight & Logistics
Research dated 2026-09-13: Landstar System is a logistics and freight-transportation operator using independent contractors and third-party capacity providers to move cargo across North America and globally. The company has swung from strong profitability in prior years to declining earnings recently, raising questions about whether the freight market slowdown is temporary or structural.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Landstar System (LSTR)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A fortress balance sheet, but stalling growth. Business Quality: Solid; Financial Safety: Fortress; Valuation: Full; Growth Durability: Shrinking; Momentum: Rising.
- quarterly revenue $1.43B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 2 of 8
- Altman Z 9.89 · Piotroski F 6
Holding back: soft growth
Helping: balance-sheet strength
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 65 | Fair | |
| 65 | Fair | |
| 64 | Fair | |
| 64 | Fair | |
| 65 | Strong | |
| 65 | Strong |
The score was 65 in the stored Oct 4, 2026 snapshot and remains 65 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $173.48 | |
| Change on the day | +1.96% | |
| 52-week range | $119.32–$228.46 | |
| Market capitalisation | $5.89B | |
| Price / earnings (trailing) | 44.94 | |
| Shares traded on the day | 293.7K | |
| Beta (volatility vs the S&P 500) | 0.89 | |
| Dividends per share (last 12 months) | $3.64 | |
| Dividend yield (last 12 months) | 2.10% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Landstar System (LSTR): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as overvalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the LSTR film — every key number, told as a short cinematic story
~2 min · open the film
What is Landstar System (LSTR), and what does it report?
Short answer · as of
Landstar operates as a capacity aggregator, not a fleet owner; it contracts with independent owner-operators and third-party providers to move freight and collects a margin on each shipment. This asset-light model allows the company to scale without massive capital investment, but it also means the company is exposed to capacity pricing and driver availability.
Research dated 2026-09-13.
Landstar operates as a capacity aggregator, not a fleet owner; it contracts with independent owner-operators and third-party providers to move freight and collects a margin on each shipment. This asset-light model allows the company to scale without massive capital investment, but it also means the company is exposed to capacity pricing and driver availability.
Revenue comes from full-truckload, less-than-truckload, intermodal, air, ocean, and expedited shipping services. The company serves diverse industries and geographies, creating a broad customer base but also complexity in managing varied service levels.
What do the latest results show for Landstar System (LSTR)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.43B.
Research dated 2026-09-13.
The most recent quarter showed a sharp decline in both revenue and earnings, with operating cash flow turning negative for the first time in the reported period. This represents a material deterioration from the company's strong profitability in prior years.
The weakness reflects a broader slowdown in freight demand and pricing pressure as capacity in the market exceeds demand. The company is not in distress, but the margin compression is real and the recovery timeline is uncertain.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.43B Jun 27, 2026
- Latest quarter · SG&A
- $107.55M Jun 27, 2026
- Latest quarter · FMP standardized operating result
- $63.52M Jun 27, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 27, 2026 | $1.43B | Not available | $107.55M | $63.52M |
| Mar 28, 2026 | $1.17B | Not available | $60.97M | $53.24M |
| Dec 27, 2025 | $1.17B | Not available | $56.24M | $28.55M |
| Sep 27, 2025 | $1.21B | Not available | $90.02M | $26.33M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.43B Jul 28, 2026
- Latest report · revenue estimate
- $1.34B Jul 28, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 28, 2026
- Latest report · EPS vs estimate
- Below estimate Jul 28, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 28, 2026 | $1.43B | $1.34B | $1.4400 | $1.4900 |
| Apr 28, 2026 | $1.17B | $1.16B | $1.1600 | $1.1100 |
| Jan 28, 2026 | $1.17B | $1.19B | $0.7000 | $1.1900 |
| Oct 28, 2025 | $1.21B | $1.20B | $1.2200 | $1.2400 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.43B | $49M | $1.44 (diluted) |
| Q1 FY2026 | $1.17B | $39M | $1.16 (diluted) |
| Q4 FY2025 | $1.17B | $24M | $0.70 (diluted) |
| Q3 FY2025 | $1.21B | $19M | $0.56 (diluted) |
What are the financial strengths and risks for Landstar System (LSTR)?
Short answer
Cash and short-term investments were $347.70M at the Jun 27, 2026 balance-sheet date. Operating cash flow was −$50.40M for the quarter ended Jun 27, 2026, meaning operations used cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Landstar maintains a strong cash position and minimal leverage, so the company has capacity to weather an extended freight downturn without balance sheet stress. However, if cash burn accelerates or operating losses extend beyond the next few quarters, the comfort level deteriorates.
The specific vulnerability is customer concentration; if one or two large customers reduce shipment volumes significantly, Landstar's earnings can swing sharply. The diversification across industries provides some mitigation, but the company is not immune to broad economic slowdowns.
Data-derived red flags
- Inconsistent delivery — missed Wall Street EPS estimates in 6 of the last 8 reported quarters.
- Rich valuation — a P/E of 44.94 runs well above the Industrials sector’s ~29.50x, leaving little room for a miss.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- −$50.40M Jun 27, 2026
- Previous quarter · operating cash flow
- $78.21M Mar 28, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 27, 2026 | −$50.40M | −$2.90M |
| Mar 28, 2026 | $78.21M | −$5.81M |
| Dec 27, 2025 | $72.71M | −$2.21M |
| Sep 27, 2025 | $89.33M | −$3.29M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Landstar System (LSTR)?
Short answer · as of
The next earnings report is expected on Oct 27, 2026.
Research dated 2026-09-13.
Watch the next quarterly earnings for evidence that freight demand is stabilizing and pricing is holding. If capacity continues to exceed demand, margins will remain compressed and the company will face pressure to aggressively cut costs or reduce capacity commitments.
Monitor the company's ability to secure large customer contracts; if Landstar can win significant transportation spend from major shippers, that would signal a competitive advantage and signal a path back to higher margins.
How does Landstar System compare with its peers?
Short answer
Landstar System's score ranks 4th of 6 in the bounded comparison shown, against 5 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Unlike asset-heavy trucking companies like major integrated carriers, this company avoids capital intensity and depreciation burdens by relying on independent contractors. However, this also means it has less control over service consistency and is dependent on driver availability in a tight labor market. Compared to larger logistics providers, this company is smaller and has less scale leverage in procurement and network density. However, its focus on independent contractors versus employee ownership creates different margins and flexibility dynamics relative to larger peers.
| Company | Price | Market value | Score |
|---|---|---|---|
| $196.10 Oct 2, 2026 | $7.14B | 78 5-pillar Oct 5, 2026 | |
| $383.83 Oct 2, 2026 | $5.38B | 78 5-pillar Oct 5, 2026 | |
| $124.05 Oct 5, 2026 | $6.33B | 75 5-pillar Oct 5, 2026 | |
| Landstar System (LSTR) — this page | $173.48 | $5.89B | 65 |
| $32.89 Oct 2, 2026 | $5.76B | 62 5-pillar Oct 5, 2026 | |
| $119.92 Oct 2, 2026 | $5.25B | 51 5-pillar Oct 5, 2026 | |
| $46.56 Date unavailable | $5.36B | — Model unavailable | |
| $94.25 Date unavailable | $14.9B | — Model unavailable | |
| $16.76 Date unavailable | $2.30B | — Model unavailable | |
| $19.50 Date unavailable | $15.4B | — Model unavailable | |
| $157.72 Date unavailable | $18.6B | — Model unavailable | |
| $29.77 Date unavailable | $1.80B | — Model unavailable | |
| $186.09 Date unavailable | $21.8B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $181.00 – $240.00
- Consensus target
- $203.40
- Median target
- $196.00
Consensus record · Captured .
Measured against a quoted price of $173.48 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 1, 2026
- Transactions
- 11
- Identified insiders
- 10
- Purchases
- 0
- Sales
- 2
- Other transactions
- 9
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 554 Period end Jun 30, 2026
- Previous quarter · holders
- 490 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 3,378,380 |
| Kayne Anderson Rudnick Investment Management LLC | 3,087,226 |
| Aqr Capital Management LLC | 2,122,575 |
| Vanguard Portfolio Management LLC | 1,796,040 |
| Vanguard Capital Management LLC | 1,536,660 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Landstar System (LSTR)?
Landstar System Industrials Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Is Landstar's freight-forwarding model sustainable if freight demand remains weak?
The asset-light model performs best when demand is strong and the company can leverage its contractor network fully. In a weak freight environment, the model is less advantageous because contractors can't find loads and the company has limited pricing power.
Why is the company burning cash when it is profitable on paper?
Operating income can be positive while operating cash flow is negative if working-capital changes are unfavorable; customer payment delays or changes in how the company funds contractor payouts can create temporary cash headwinds.
Is Landstar dependent on oil prices or trucking rates for profitability?
Freight demand correlates with economic activity and industrial production, not oil prices directly. Fuel surcharges that trucking companies collect from customers flow through, but Landstar's base margins are driven by capacity utilization and service pricing, not fuel.
Can Landstar differentiate on service if freight pricing pressure continues?
Differentiation through service quality and reliability is Landstar's potential advantage, but it requires consistent delivery from a large network of independent contractors. If the company has to compete primarily on price, scale and network density matter more than service.
What is the LSTR stock price today?
The last price recorded on this page for Landstar System, Inc. (LSTR) is $173.48, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the LSTR price target?
The analyst consensus price target for Landstar System, Inc. (LSTR) is $203.40 (range $181.00 to $240.00, median $196.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does LSTR pay a dividend?
Yes. Landstar System, Inc. (LSTR) shows a trailing 12-month dividend yield of 2.10%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (78 figures)
The 78 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | Jacksonville, FL | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "13410 Sutton Park Drive South, Jacksonville, FL, 32224, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 27, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $173.48 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T18:14:46.248Z. | |
px.change | Change on the day | +1.96% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $5.89B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:01.000Z. Captured from FMP at 2026-10-04T18:14:45.128Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$3.34 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.43B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $119.32–$228.46 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 44.94 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 293.7K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.89 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Frank A. Lonegro | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 1,378 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $6.54B, net result $381.52M; FY2022 revenue $7.44B, net result $430.91M; FY2023 revenue $5.31B, net result $264.39M; FY2024 revenue $4.83B, net result $195.95M; FY2025 revenue $4.74B, net result $115.01M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Insurance $116.34M · Transportation Logistics $4.69B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 15.4% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-27.revenue_k | Revenue — period end 2026-06-27 | $1.43B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.sga_k | SG&A — period end 2026-06-27 | $107.55M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.operating_result_k | FMP standardized operating result — period end 2026-06-27 | $63.52M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.revenue_k | Revenue — period end 2026-03-28 | $1.17B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.sga_k | SG&A — period end 2026-03-28 | $60.97M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.operating_result_k | FMP standardized operating result — period end 2026-03-28 | $53.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.revenue_k | Revenue — period end 2025-12-27 | $1.17B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.sga_k | SG&A — period end 2025-12-27 | $56.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.operating_result_k | FMP standardized operating result — period end 2025-12-27 | $28.55M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.revenue_k | Revenue — period end 2025-09-27 | $1.21B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.sga_k | SG&A — period end 2025-09-27 | $90.02M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.operating_result_k | FMP standardized operating result — period end 2025-09-27 | $26.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-28.revenue_actual | Revenue · reported — report date 2026-07-28 | $1.43B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.revenue_estimated | Revenue · estimate — report date 2026-07-28 | $1.34B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.eps_actual | EPS · reported — report date 2026-07-28 | $1.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.eps_estimated | EPS · estimate — report date 2026-07-28 | $1.4900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.revenue_actual | Revenue · reported — report date 2026-04-28 | $1.17B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.revenue_estimated | Revenue · estimate — report date 2026-04-28 | $1.16B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.eps_actual | EPS · reported — report date 2026-04-28 | $1.1600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.eps_estimated | EPS · estimate — report date 2026-04-28 | $1.1100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_actual | Revenue · reported — report date 2026-01-28 | $1.17B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_estimated | Revenue · estimate — report date 2026-01-28 | $1.19B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_actual | EPS · reported — report date 2026-01-28 | $0.7000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_estimated | EPS · estimate — report date 2026-01-28 | $1.1900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_actual | Revenue · reported — report date 2025-10-28 | $1.21B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_estimated | Revenue · estimate — report date 2025-10-28 | $1.20B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_actual | EPS · reported — report date 2025-10-28 | $1.2200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_estimated | EPS · estimate — report date 2025-10-28 | $1.2400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $347.70M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | −$50.40M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-27. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $138.62M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 7.04× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-27.operating_cash_flow_m | Operating cash flow — period end 2026-06-27 | −$50.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.operating_cash_flow_m | Operating cash flow — period end 2026-03-28 | $78.21M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-27.capex_m | Capital expenditure (reported) — period end 2026-06-27 | −$2.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.capex_m | Capital expenditure (reported) — period end 2026-03-28 | −$5.81M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.operating_cash_flow_m | Operating cash flow — period end 2025-12-27 | $72.71M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.capex_m | Capital expenditure (reported) — period end 2025-12-27 | −$2.21M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.operating_cash_flow_m | Operating cash flow — period end 2025-09-27 | $89.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.capex_m | Capital expenditure (reported) — period end 2025-09-27 | −$3.29M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $181.00 – $240.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $203.40 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $196.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 11 transactions · 0 purchases, 2 sales, 9 other transactions · 10 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 1, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 554 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 490 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 3,378,380 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Kayne Anderson Rudnick Investment Management LLC — shares in provider snapshot | 3,087,226 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Aqr Capital Management LLC — shares in provider snapshot | 2,122,575 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 1,796,040 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 1,536,660 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 2 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-29 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 9.89 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 16.94× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $347.70M at Jun 27, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-27. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $3.64 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 5 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 2.10% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-28.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.43B) with the recorded estimate ($1.34B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-28.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.4400) with the recorded estimate ($1.4900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 65 of 100 · Strong · pillars 66 / 92 / 44 / 19 / 64 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 65 (stored snapshot Oct 4, 2026) → 65 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-27. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-27.revenue_k,fin.q_table.depth.2026-06-27.sga_k,fin.q_table.depth.2026-06-27.operating_result_k,fin.q_table.depth.2026-03-28.revenue_k,fin.q_table.depth.2026-03-28.sga_k,fin.q_table.depth.2026-03-28.operating_result_k,fin.q_table.depth.2025-12-27.revenue_k,fin.q_table.depth.2025-12-27.sga_k,fin.q_table.depth.2025-12-27.operating_result_k,fin.q_table.depth.2025-09-27.revenue_k,fin.q_table.depth.2025-09-27.sga_k,fin.q_table.depth.2025-09-27.operating_result_k. - Earnings-history note. Source series as of 2026-07-28. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-28.revenue_actual,earn.history.depth.2026-07-28.revenue_estimated,earn.history.depth.2026-07-28.revenue_actual.comparison,earn.history.depth.2026-07-28.eps_actual.comparison,earn.history.depth.2026-07-28.eps_actual,earn.history.depth.2026-07-28.eps_estimated,earn.history.depth.2026-04-28.revenue_actual,earn.history.depth.2026-04-28.revenue_estimated,earn.history.depth.2026-04-28.eps_actual,earn.history.depth.2026-04-28.eps_estimated,earn.history.depth.2026-01-28.revenue_actual,earn.history.depth.2026-01-28.revenue_estimated,earn.history.depth.2026-01-28.eps_actual,earn.history.depth.2026-01-28.eps_estimated,earn.history.depth.2025-10-28.revenue_actual,earn.history.depth.2025-10-28.revenue_estimated,earn.history.depth.2025-10-28.eps_actual,earn.history.depth.2025-10-28.eps_estimated. - Cash-flow note. Source series as of 2026-06-27. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-27.operating_cash_flow_m,fin.opcf.depth.2026-03-28.operating_cash_flow_m,fin.opcf.depth.2026-06-27.capex_m,fin.opcf.depth.2026-03-28.capex_m,fin.opcf.depth.2025-12-27.operating_cash_flow_m,fin.opcf.depth.2025-12-27.capex_m,fin.opcf.depth.2025-09-27.operating_cash_flow_m,fin.opcf.depth.2025-09-27.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Landstar System, Inc. delivers comprehensive logistics and transportation solutions, operating across North America (U.S., Canada, and Mexico) and globally. The company's operations are divided into two main divisions: Transportation Logistics and Insurance. The core Transportation Logistics segment offers an extensive range of freight movement options. These include full truckload and less-than-truckload (LTL) services, intermodal rail, air and ocean cargo, as well as expedited ground and air delivery for time-critical shipments. This segment also handles specialized transport like heavy-haul projects, cross-border freight between the U.S. and Canada, and the U.S. and Mexico, as well as intra-Mexico and intra-Canada movements, and customs brokerage. Landstar additionally provides transportation services to other logistics providers, such as third-party logistics firms and small parcel carriers. To facilitate these services, it employs a varied fleet comprising dry and specialized vans, flatbed trailers, temperature-controlled units, and shipping containers. Its rail intermodal services leverage contracts with both domestic and Canadian railroads, while air and ocean freight are managed through agreements with international airlines and shipping lines. This segment caters to a diverse client base, including the automotive, consumer goods, building materials, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, and military equipment sectors. The Insurance segment primarily reinsures specific risks associated with the company's independent contractors. Landstar markets its offerings via a network of independent commission-based sales agents and a pool of third-party capacity providers. Founded in 1968, Landstar System, Inc. is headquartered in Jacksonville, Florida. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Industrials / Integrated Freight & Logistics The company's SEC filings classify it under SIC 4213 — Trucking (No Local). | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-28 | FMP | Financial Modeling Prep (FMP) earnings |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $138.62M; Liquidity basis: cash and short-term investments; Total liabilities: $905.81M; Cash and short-term investments: $347.70M; Cash and investments: $347.70M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-27; Cash basis: cash and short-term investments; Net cash: $209.10M; Total debt: $138.60M; Cash and investments: $347.70M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-27 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 1.82; Current ratio: 1.82; Debt to equity: 0.17; Net margin: 2.6%; Gross margin: 15.4%; Operating margin: 3.4%; Return on assets: 7.6%; Return on equity: 15.9% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Next earnings report | Date: 2026-10-27; EPS estimate: $1.6 per share; Revenue estimate: $1.46B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Revenue by segment | Insurance: $116.34M; Transportation Logistics: $4.69B | 2025-12-27 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
Data provided for informational purposes only.