Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LSTR
BuyPremium GrowerFLAGLandstar System, Inc. · Industrials · United States · $6.1B · Avg Vol: $77M/d
Landstar System has strong quality Q78 and momentum M83, but value at V22 is well below the calibrated floor, so stage one fails. Insider selling is separately adverse.
COMPANY DESCRIPTION
Landstar System, Inc. operates as an asset-light provider of integrated transportation management solutions, primarily leveraging a vast network of independent owner-operators and third-party capacity providers. Its competitive advantage lies in this highly scalable and flexible business model, which minimizes capital expenditure while offering efficient freight brokerage and logistics services across North America. The company is a key player known for its specialized freight capabilities and network efficiency.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 7.4B | 5.3B | 4.8B | 4.7B | -13.9% | 5.0B | 5.5B | 6.2B | 14.0% |
| EPS | 11.99 | 7.36 | 5.51 | 3.31 | -34.9% | 3.85 | 4.87 | 6.27 | 37.7% |
| Shares | 35.9M | 35.7M | 35.3M | 34.1M | -5.2% | 33.9M | — | — | — |
| Debt | 196.4M | 132.7M | 163.3M | 133.5M | -12.1% | 139.1M | — | — | — |
| Equity | 887.2M | 983.9M | 972.4M | 795.7M | -3.6% | — | — | — | — |
| Op CF | 622.7M | 393.6M | 286.6M | 224.9M | -28.8% | 189.9M | — | — | — |
| Inv CF | -24.8M | -6.5M | -10.5M | -2.4M | — | — | — | — | — |
| Fin CF | -475.7M | -248.0M | -237.3M | -343.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of LSTR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LSTR | Landstar System, Inc.(you) | $6.1B | 70 | Buy |
| HUBG | Hub Group, Inc. | $2.4B | 57 | Hold |
| JBHT | J.B. Hunt Transport Services, Inc. | $24.5B | 75 | Buy |
| CHRW | C.H. Robinson Worldwide, Inc. | $17.6B | 51 | Hold |
| PBI | Pitney Bowes Inc. | $2.4B | 97 | Strong Buy |
| GXO | GXO Logistics, Inc. | $5.5B | 27 | Sell |
| EXPD | Expeditors International of Washington, Inc. | $24.8B | 92 | Strong Buy |
| FDX | FedEx Corporation | $78.3B | 72 | Buy |
| UPS | United Parcel Service, Inc. | $89.6B | 70 | Buy |
| RLGT | Radiant Logistics, Inc. | $408M | 71 | Buy |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%