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 7,407 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
2.02% more ownership
Funds ownership: 96.78% [Q3] → 98.8% (+2.02%) [Q4]
6% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 152
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]
7% less capital invested
Capital invested by funds: $6.48B [Q3] → $6B (-$481M) [Q4]
41% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $2.44M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
13%
downside
Avg. target
$143
4%
upside
High target
$150
9%
upside
5 analyst ratings
0 positive
0%
5 neutral
100%
0 negative
0%
Stifel J. Bruce Chan 0% 1-year accuracy 0 / 36 met price target | 7%upside $147 | Hold Maintained | 14 Apr 2025 |
Jefferies Stephanie Moore 49% 1-year accuracy 17 / 35 met price target | 9%upside $150 | Hold Maintained | 11 Apr 2025 |
Susquehanna Bascome Majors 26% 1-year accuracy 12 / 46 met price target | 13%downside $120 | Neutral Maintained | 7 Apr 2025 |
JP Morgan Brian Ossenbeck 24% 1-year accuracy 8 / 33 met price target | 7%upside $147 | Neutral Maintained | 3 Apr 2025 |
Truist Securities Lucas Servera 0% 1-year accuracy 0 / 7 met price target | 9%upside $150 | Hold Maintained | 3 Apr 2025 |
Financial journalist opinion
Based on 4 articles about LSTR published over the past 30 days
Positive
Seeking Alpha
6 days ago
Landstar System: A Strategic Business Model With A Solid Balance Sheet To Justify A Rebound
Landstar System shows resilience with decent profitability, a strong balance sheet, and a semi asset-light business model, despite market challenges. LSTR's prudent pricing strategies, diversified service offerings, and stable cost management drive its stable topline performance and potential for recovery. The company's excellent liquidity and low borrowings position it well against inflation and tariffs, allowing it to sustain operations without borrowing.
Neutral
Zacks Investment Research
2 weeks ago
How Should Investors Approach Landstar Post Updated Q1 Outlook?
We assess the investment worthiness of LSTR stock post its updated first-quarter 2025 guidance.
Neutral
Zacks Investment Research
2 weeks ago
Landstar Issues Updated Q1 Guidance for Earnings & Revenues
LSTR lowers its first-quarter 2025 earnings per share guidance to the range of 90-95 cents from the previously guided range of $1.05-$1.25 per share.
Negative
Zacks Investment Research
3 weeks 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
1 month 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
1 month 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
2 months 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
2 months 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
2 months 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
2 months 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.
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