Landstar SystemLSTR
LSTR
About: Landstar System is an agent based asset-light third-party logistics provider focused on domestic truck brokerage. 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 industry-leading execution and operating profitability.
Employees: 1,441
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,086% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $851K
0.48% more ownership
Funds ownership: 98.83% [Q4 2024] → 99.31% (+0.48%) [Q1 2025]
6% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 157
5% less funds holding
Funds holding: 455 [Q4 2024] → 434 (-21) [Q1 2025]
12% less capital invested
Capital invested by funds: $6B [Q4 2024] → $5.27B (-$736M) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 61
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$123
11%
downside
Avg. target
$141
2%
upside
High target
$166
20%
upside
6 analyst ratings
1 positive
17%
5 neutral
83%
0 negative
0%
Susquehanna Bascome Majors | 11%downside $123 | Neutral Maintained | 30 Jul 2025 |
JP Morgan Brian Ossenbeck | 0%upside $138 | Neutral Maintained | 8 Jul 2025 |
Baird Daniel Moore | 20%upside $166 | Outperform Reinstated | 1 Jul 2025 |
Barclays Brandon Oglenski | 5%upside $145 | Equal-Weight Initiated | 9 Jun 2025 |
Evercore ISI Group Jonathan Chappell | 1%downside $136 | In-Line Maintained | 14 May 2025 |
Financial journalist opinion
Based on 7 articles about LSTR published over the past 30 days
Neutral
Seeking Alpha
11 hours ago
Landstar System, Inc. (LSTR) Q2 2025 Earnings Call Transcript
Landstar System, Inc. (NASDAQ:LSTR ) Q2 2025 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants Frank A. Lonegro - President, CEO & Director James M.
Neutral
Zacks Investment Research
13 hours ago
Landstar (LSTR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
14 hours ago
Landstar System (LSTR) Beats Q2 Earnings and Revenue Estimates
Landstar System (LSTR) came out with quarterly earnings of $1.2 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.48 per share a year ago.
Neutral
GlobeNewsWire
16 hours ago
Landstar System Reports Second Quarter Revenue of $1.211b and Earnings Per Share of $1.20
JACKSONVILLE, Fla., July 29, 2025 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported basic and diluted earnings per share (“EPS”) of $1.20 in the 2025 second quarter on revenue of $1.211 billion. “The Landstar team of independent business owners and employees performed admirably during the second quarter, highlighted by continuing strong performance by our services hauled by unsided/platform equipment,” said Landstar President and Chief Executive Officer Frank Lonegro. “I was encouraged that Landstar achieved a 3.2% sequential increase in truck revenue per load compared to the 2025 first quarter, outperforming typical seasonality. In addition, I was excited to see our net BCO truck count remain essentially flat sequentially, the best performance we've seen since the second quarter of 2022. Our network of Landstar BCOs, agents and employees continue to be laser-focused on safety, security and delivering great service to our customers in what continues to be a dynamic and challenging freight transportation environment.”
Negative
Zacks Investment Research
1 week ago
Analysts Estimate Landstar System (LSTR) to Report a Decline in Earnings: What to Look Out for
Landstar (LSTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
GlobeNewsWire
2 weeks ago
LANDSTAR INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. Continues Investigation on behalf of Landstar System, Inc. Investors
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Landstar System (LSTR) To Contact Him Directly To Discuss Their Options
Neutral
GlobeNewsWire
2 weeks ago
Landstar to Release Second Quarter Results on Tuesday, July 29, 2025
JACKSONVILLE, Fla., July 15, 2025 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ:LSTR), announced today it will release its 2025 second quarter results after the market closes on Tuesday, July 29, 2025, and will then hold its quarterly conference call with analysts and investors at 4:30 p.m. ET that evening to discuss the second quarter results. To access the webcast, visit investor.landstar.com; click on "Webcasts"; and then "Landstar's Second Quarter 2025 Earnings Release Conference Call."
Negative
Zacks Investment Research
1 month ago
Landstar Continues to Grapple With Freight Market Weakness
Weakness in overall volumes due to headwinds like weak freight demand, supply-chain woes and slower network velocity are hurting LSTR's top line.
Negative
Zacks Investment Research
1 month ago
Why Is Landstar (LSTR) Down 2% Since Last Earnings Report?
Landstar (LSTR) reported earnings 30 days ago. What's next for the stock?
Neutral
PRNewsWire
1 month ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Landstar System, Inc. - LSTR
NEW YORK , June 7, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Landstar System, Inc. ("Landstar" or the "Company") (NASDAQ: LSTR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
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