Landstar's asset-light brokerage model is showing signs of a cyclical recovery, with revenue up 17.9% YoY in 2026Q2, yet the rebound has not translated into meaningful operating leverage, as operating margin remains thin at 4.4%. The company's fortress balance...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded 17.9% YoY in 2026Q2, but gross margin contracted to 13.2% from 20.0% a year earlier, reflecting the variable-cost model's sensitivity to spot rates and leaving operating margin at just 4.4%.
Landstar System Inc. has a narrow moat, indicating a competitive advantage that supports long-term profitability.
Top holder Vanguard Group owns 10.5% of LSTR, signaling confidence from major investors.
Landstar's transportation services are certified to ISO 9001:2015 and RC14001:2015 standards, ensuring high operational standards.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $1.44-3.4% vs $1.49 | $1.4B+6.9% vs $1.3B |
Q2 2026 Apr 28, 2026 | $1.16+4.5% vs $1.11 | $1.2B+1.2% vs $1.2B |
Q1 2026 Jan 28, 2026 | $0.70-41.2% vs $1.19 | $1.2B-1.3% vs $1.2B |
Q4 2025 Oct 28, 2025 | $1.22-1.6% vs $1.24 | $1.2B+0.1% vs $1.2B |
Engineers Gate Manager LP bought a new stake in Landstar System, Inc. (NASDAQ: LSTR) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 7,182 shares of the transportation company's stock, valued at approximately $1,485,000. Other hedge funds and other institutional investors
Vancouver, British Columbia--(Newsfile Corp. - September 1, 2026) - Lodestar Metals Corp. (TSXV: LSTR) (OTCQB: SVTNF) ("Lodestar" or the "Company") announces that it has entered into an investor relations agreement (the "Agreement") with GRA Enterprises LLC, operating as National Inflation Association ("NIA") to provide investor relations and communications services (the "Services"). In consideration of the Services, the Company will pay NIA a total fee of $75,000 USD, payable as follows: $50,000 due on August 21, 2026, $15,000 due on September 17, 2026, and the remaining $10,000 due on October 17, 2026.
With LSTR shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Canada Pension Plan Investment Board purchased a new stake in Landstar System, Inc. (NASDAQ: LSTR) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 15,000 shares of the transportation company's stock, valued at approximately $3,102,000. A number of
Benchmark LSTR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Landstar System, Inc. (LSTR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $166.98 | $5.67B | 50.45 | -1.87% | 2.42% | 13.01% | 2.15% | |
| $149.67 | $17.64B | 30.99 | -8.42% | 3.73% | 36.01% | — | |
| $15.06 | $476.27M | -4.33 | 0.84% | -11.37% | -320.56% | — | |
| $31.40 | $1.9B | 18.47 | -6.1% | 2.82% | 6.11% | — | |
| $179.92 | $21.12B | 68.15 | 1.05% | 4.71% | 21.57% | — | |
| $177.72 | $36.96B | 36.80 | -5.48% | 19.44% | 24.87% | — |
Landstar System, Inc. (LSTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Landstar System, Inc. (LSTR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jul 23, 2026·SEC
Jul 6, 2026·SEC
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Landstar System, Inc. (LSTR) stock FAQ — growth, dividends, profitability & financials explained
Landstar System, Inc. (LSTR) reported $4.98B in revenue for fiscal year 2025. This represents a 288% increase from $1.28B in 1996.
Landstar System, Inc. (LSTR) saw revenue decline by 1.9% over the past year.
Yes, Landstar System, Inc. (LSTR) is profitable, generating $131.7M in net income for fiscal year 2025 (2.4% net margin).
Yes, Landstar System, Inc. (LSTR) pays a dividend with a yield of 2.15%. This makes it attractive for income-focused investors.
Landstar System, Inc. (LSTR) has a return on equity (ROE) of 13.0%. This is reasonable for most industries.
Landstar System, Inc. (LSTR) generated $175.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
