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LSTR LANDSTAR SYSTEM INC

Trailing twelve months to 2026-03-28 · as filed 2026-04-29, not restated
Industrials

Scale

Market cap
$6.2bn
Revenue TTM
$4.8bn
Net income TTM
$125m
Free cash flow
$234m
Composite score
49.4
Sector rank
#953

Valuation

P / E
49.5
EV / EBITDA
EV / sales
1.2
FCF yield
3.79%
Earnings yield vs 10-yr
-2.71pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.6%
EBITDA margin
ROE
15.6%
ROIC
42.6%
Revenue growth
-0.8%

Insider activity, last 90 days

Net open-market
$-2.75m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The Company’s services emphasize information coordination and are delivered through a network of approximately 990 independent commission sales agents and over 72,000 third party capacity providers, primarily truck capacity providers, linked together by a series of digital technologies which are provided and coordinated by the Company. Landstar markets its freight transportation and logistics services primarily through independent commission sales agents and exclusively utilizes third party capacity providers to transport customers’ freight. …LANDSTAR SYSTEM INC, 10-Q, period ended 2026-06-27, filed 2026-07-29

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