Landstar System Inc

Landstar System Inc (LSTR) Stock Analysis

$171.650

-0.807 (-0.47%)At close

Loading chart…
High
174.640
Open
172.420
VWAP
171.09
Volume
697.76K
Mkt Cap
6.53B
Low
166.970
Amount
119.38M
EV/EBITDA, TTM
17.28

Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions delivering transportation services to a range of customers utilizing a network of agents, third party capacity providers and employees. The Company operates through two segments: The transportation logistics segment provides a range of integrated transportation management solutions. Transportation services of the Company include truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, hazardous materials, cold chain/temperature-controlled, United States (US)-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo and customs brokerage. The Insurance segment provides risk and claims management services to certain Landstars Operating Subsidiaries.

AI analysis of Landstar System Inc (LSTR)

Buy

Landstar System Inc is a good buy right now due to its strong revenue growth of 18% year-over-year in Q2 2026, which indicates robust demand in its transportation business. Additionally, the current price of $171.65 is below several analyst price targets, including $225 from Wells Fargo and $214 from Wolfe Research, suggesting potential upside. The RSI of 60.354 indicates that the stock is nearing overbought territory but is still within a healthy range, while the forward P/E ratio of 22.52 reflects reasonable valuation given its growth prospects. However, the main risk is the rising insurance costs, which increased to $39.4 million from $30.4 million year-over-year, potentially impacting profitability.

Analyst Ratings (15)

-13.46% Downside
Hold
3 Buy
10 Hold
2 Sell
Current: 171.65
Low
130.00
Average
148.55
High
170.00

Truist

2026-10-07

Price Target

$175

Hold

Wells Fargo

2026-10-06

Price Target

$225

Overweight

JPMorgan

2026-10-05

Price Target

$181

Neutral

Wolfe Research

2026-08-04

Price Target

$214

Outperform

TD Cowen

2026-07-29

Price Target

$182

Hold

Valuation Metrics

The current forward P/E ratio for Landstar System Inc (LSTR) is 22.52, compared to its 5-year average forward P/E of 23.96.

Forward P/E

Fair
5Y Average P/E
23.96
Current P/E
22.52
Overvalued
30.20
Undervalued
17.71

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
15.46
Current EV/EBITDA
17.28
Overvalued
19.24
Undervalued
11.69

Forward P/S

Fair
5Y Average P/S
1.07
Current P/S
0.94
Overvalued
1.26
Undervalued
0.88

Alphio AI Price Scenarios for LSTR

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%LSTR

$159.96

Scenario price

B

Base

Base · 50%LSTR

$154.21

Scenario price

B

Bear

Bear · 25%LSTR

$126.75

Scenario price

Whales holding LSTR

J

Jacobs Levy Equity Management Inc

+ HoldingLSTR

+3.46%

3M Return

F

Fenimore Asset Management, Inc.

+ HoldingLSTR

+1.54%

3M Return

E

Encompass Capital Advisors LLC

+ HoldingLSTR

-2.72%

3M Return

C

Copeland Capital Management, LLC

+ HoldingLSTR

-7.87%

3M Return

LSTR FAQ — answered by Alphio AI

Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions delivering transportation services to a range of customers utilizing a network of agents, third party capacity providers and employees. The Company operates through two segments: The transportation logistics segment provides a range of integrated transportation management solutions. Transportation services of the Company include truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, hazardous materials, cold chain/temperature-controlled, United States (US)-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo and customs brokerage. The Insurance segment provides risk and claims management services to certain Landstars Operating Subsidiaries. It operates in the Industrials sector (TRUCKING (NO LOCAL) industry).

Landstar System Inc is a good buy right now due to its strong revenue growth of 18% year-over-year in Q2 2026, which indicates robust demand in its transportation business. Additionally, the current price of $171.65 is below several analyst price targets, including $225 from Wells Fargo and $214 from Wolfe Research, suggesting potential upside. The RSI of 60.354 indicates that the stock is nearing overbought territory but is still within a healthy range, while the forward P/E ratio of 22.52 reflects reasonable valuation given its growth prospects. However, the main risk is the rising insurance costs, which increased to $39.4 million from $30.4 million year-over-year, potentially impacting profitability.

15 analysts cover LSTR: 3 rate it Buy, 10 Hold and 2 Sell. The average price target is 148.55.

Community

More ↗

No posts yet

Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading