Landstar SystemLSTR
LSTR
About: Landstar System Inc is an agent based asset-light third-party logistics provider focused on domestic truck brokerage. The Company reports the results of two operating segments: the transportation logistics segment and the insurance segment. Historically, around half of its truck transportation freight is hauled by leased owner-operators with the remainder hauled by third-party broker-carriers. To a smaller degree, it offers intermodal, global air and ocean forwarding, and warehousing services. Landstar also runs a small business that offers insurance programs to captive owner-operators. It has a long history of industrial top execution and operating profitability.
Employees: 1,441
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
7% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 151
0.28% more ownership
Funds ownership: 98.54% [Q3] → 98.82% (+0.28%) [Q4]
7% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 55
3% less funds holding
Funds holding: 465 [Q3] → 451 (-14) [Q4]
9% less capital invested
Capital invested by funds: $6.6B [Q3] → $6B (-$598M) [Q4]
41% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $2.44M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$130
13%
downside
Avg. target
$159
7%
upside
High target
$177
19%
upside
4 analyst ratings
0 positive
0%
4 neutral
100%
0 negative
0%
Susquehanna Bascome Majors 35% 1-year accuracy 15 / 43 met price target | 13%downside $130 | Neutral Maintained | 26 Mar 2025 |
Truist Securities Lucas Servera 71% 1-year accuracy 5 / 7 met price target | 8%upside $160 | Hold Initiated | 13 Mar 2025 |
JP Morgan Brian Ossenbeck 26% 1-year accuracy 10 / 38 met price target | 19%upside $177 | Neutral Maintained | 30 Jan 2025 |
Stifel J. Bruce Chan 15% 1-year accuracy 5 / 34 met price target | 14%upside $169 | Hold Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 3 articles about LSTR published over the past 30 days
Negative
Zacks Investment Research
3 days ago
Landstar System Continues to Grapple With Weak Freight Market
Weakness in overall volumes due to headwinds, such as weak freight demand, supply-chain woes and slower network velocity, are hurting LSTR's top line.
Negative
Zacks Investment Research
2 weeks ago
Here's Why Investors Should Give Landstar Stock a Miss Now
LSTR is hurt by reduced demand for freight services and increased truck capacity.
Negative
Zacks Investment Research
3 weeks ago
Why Is Landstar (LSTR) Down 6.5% Since Last Earnings Report?
Landstar (LSTR) reported earnings 30 days ago. What's next for the stock?
Neutral
Seeking Alpha
1 month ago
Landstar: Lacklustre Q4 And FY Results Fail To Compromise Long-Term Potential
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.
Negative
Zacks Investment Research
1 month ago
Landstar Q4 Earnings Miss Estimates, Decrease Year Over Year
LSTR's fourth-quarter 2024 earnings decrease year over year while revenues increase.
Neutral
Zacks Investment Research
1 month ago
Here's What Key Metrics Tell Us About Landstar (LSTR) Q4 Earnings
While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Seeking Alpha
1 month ago
Landstar System, Inc. (LSTR) Q4 2024 Earnings Call Transcript
Landstar System, Inc. (NASDAQ:LSTR ) Q4 2024 Earnings Conference Call January 29, 2025 4:30 PM ET Company Participants Frank Lonegro – President and Chief Executive Officer Jim Applegate – Vice President and Chief Corporate Sales Strategy and Specialized Freight Officer Jim Todd – Vice President and Chief Financial Officer Matt Dannegger – Vice President and Chief Field Sales Officer Matt Miller – Vice President, Chief Safety and Operations Officer Conference Call Participants Scott Group – Wolfe Research Jason Seidl – TD Cowen Andrew Cox – Stifel Operator Good afternoon, and welcome to Landstar System Incorporated Year-End Earnings Release Conference Call. All lines will be in a listen-only mode until the formal question-and-answer session.
Negative
Zacks Investment Research
1 month ago
Landstar System (LSTR) Q4 Earnings Lag Estimates
Landstar System (LSTR) came out with quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.62 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Landstar System Reports Fourth Quarter Revenue of $1.209B and Earnings Per Share of $1.31
JACKSONVILLE, Fla., Jan. 29, 2025 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported basic and diluted earnings per share (“EPS”) of $1.31 in the 2024 fourth quarter on revenue of $1.209 billion. “The Landstar team of independent business owners and employees continued to perform admirably, despite the continuation of a challenging freight backdrop,” said Landstar President and Chief Executive Officer Frank Lonegro. “I was encouraged to see year-over-year quarterly revenue growth for the first time since the 2022 third quarter. The year-over-year revenue growth was achieved via a sequential increase in overall truck pricing as compared to the 2024 third quarter and a strong revenue performance specific to our unsided/platform service offering. We look to build on this revenue per load momentum as we begin the 2025 fiscal year. Our network of Landstar BCOs, agents and employees are optimistic for an improved freight transportation environment and will continue to strive each day to improve our safety performance and deliver great service to our customers.”
Negative
Zacks Investment Research
1 month ago
LSTR's Q4 Earnings Coming Up: What's in the Offing for the Stock?
LSTR's fourth-quarter 2024 top line is expected to have suffered from a freight market downturn and the resultant reduced demand for freight services.
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