Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company is headquartered in Jacksonville, Florida.
| Revenue (TTM) | $5.30B |
| Gross Profit (TTM) | $988.17M |
| EBITDA | $252.47M |
| Operating Margin | 4.33% |
| Return on Equity | 18.70% |
| Return on Assets | 7.60% |
| Revenue/Share (TTM) | $155.86 |
| Book Value | $24.62 |
| Price-to-Book | 5.91 |
| Price-to-Sales (TTM) | 0.91 |
| EV/Revenue | 0.89 |
| EV/EBITDA | 19.07 |
| Quarterly Earnings Growth (YoY) | 153.30% |
| Quarterly Revenue Growth (YoY) | 25.30% |
| Shares Outstanding | $33.71M |
| Float | $31.25M |
| % Insiders | 0.80% |
| % Institutions | 104.52% |
Volatility is currently expanding
Landstar System is reaffirmed as a 'Sell' due to valuation concerns and macroeconomic headwinds despite strong Q3 revenue growth. LSTR's Q3 revenue rose 25.4% year over year to $1.52 billion, with truck revenue per load up 25% and net profit boosted by one-time factors. Profitability gains are partly due to non-recurring items; adjusted EPS growth is more modest, and operating cash flow declined.
Landstar's Q3 2026 earnings and revenues beat estimates as strong truck pricing and higher freight volumes fueled growth, despite insurance cost pressures.
Landstar missed on earnings in Q3 -- but still more than doubled its profits. The problem is that investors were expecting this, and have bid Landstar stock up past what it's worth.
JACKSONVILLE, Fla., Oct. 27, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported its financial results for the 2026 third quarter. The Company reported total revenue of $1.512 billion in the 2026 third quarter, an increase of 25% as compared to revenue of $1.205 billion in the 2025 third quarter, and basic and diluted earnings per share (“EPS”) of $1.42 in the 2026 third quarter, an increase of 154% as compared to EPS of $0.56 in the 2025 third quarter. It should be noted that EPS in the 2025 third quarter was negatively impacted by non-cash impairment charges of $30.1 million, or $0.66 per share, related to the previously disclosed strategic review of operations conducted during the 2025 third quarter, and, as further described below, the 2026 third quarter EPS was negatively impacted by highly elevated insurance and claim costs. The Company also reported a 14% increase in gross profit and a 25% increase in variable contribution (defined as revenue less the cost of purchased transportation and commissions to agents) in the 2026 third quarter, as compared in each case to the 2025 third quarter.
Landstar System, Inc. ( LSTR )is scheduled to report third-quarter 2026 results on Oct. 27, after market close.
Landstar (LSTR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Landstar (LSTR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
JACKSONVILLE, Fla., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ:LSTR), announced today it will release its 2026 third quarter results after the market closes on Tuesday, October 27, 2026, and will then hold its quarterly conference call with analysts and investors at 4:30 p.m. ET that afternoon to discuss the third quarter results. To access the webcast, visit investor.landstar.com; click on "Webcasts"; and then "Landstar's Third Quarter 2026 Earnings Release Conference Call."
With LSTR shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Landstar (LSTR) reported earnings 30 days ago. What's next for the stock?
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on LSTR and any ticker you trade — then tracks every position and per-strategy win rate.
