LSTR · Landstar System Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Aggregate cost of shares purchased | $22.6M | 2026 first half | — |
| Authorized shares remaining for repurchase | 1,115,195 | As of July 28, 2026 | — |
| Cash and short-term investments | $348M | As of June 27, 2026 | — |
| Number of loads | 1,012,810 | Twenty-Six Weeks Ended June 27, 2026 | — |
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| Return on invested capital | 14% | 2Q 2026 | — |
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| Revenue from other truck transportation | $99M | 2Q 2026 | — |
| Revenue hauled by rail, air and ocean cargo carriers | $78M | 2Q 2026 | — |
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| Revenue hauled by rail, air and ocean cargo carriers as percent of revenue | 5% | 2Q 2026 | — |
| Revenue per load - Total truck transportation | $2,456 | Twenty-Six Weeks Ended June 27, 2026 | — |
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| Shares of common stock purchased | 150,923 | 2026 first half | — |
| Trailing twelve-month return on average shareholders' equity | 16% | 2Q 2026 | — |
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| Truck revenue | $1.33B | 2Q 2026 | — |
| Truck revenue per load | $2,614 | 2Q 2026 | — |
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| Truck revenue per load change | 17% | 2Q 2026 | — |
| Truck transportation revenue hauled by independent business capacity owners ("BCOs") and truck b | 93% | 2Q 2026 | — |
| Truckload transportation revenue hauled via unsided/platform equipment | $492M | 2Q 2026 | — |
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| Truckload transportation revenue hauled via van equipment | $718M | 2Q 2026 | — |
| Variable contribution non-GAAP | $371.58M | Twenty-Six Weeks Ended June 27, 2026 | — |
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| Variable contribution margin non-GAAP | 14.3% | Twenty-Six Weeks Ended June 27, 2026 | — |
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| BCO Independent Contractors | 7,663 | As of March 28, 2026 | — |
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| Free cash flow non-GAAP | $72.4M | 1Q 2026 | — |
| Number of loads hauled via truck | 473,580 | 1Q 2026 | -2.3% |
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| Operating income as a percentage of variable contribution non-GAAP | 30.9% | 1Q 2026 | — |
| Return on assets | 7% | Trailing 12 months as of March 28, 2026 | — |
| Return on equity | 14% | Trailing 12 months as of March 28, 2026 | — |
| Total available truck capacity providers | 72,730 | As of March 28, 2026 | — |
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| Total Truck Brokerage Carriers | 65,067 | As of March 28, 2026 | — |
| Truck Brokerage Carriers - Approved and active | 37,647 | As of March 28, 2026 | — |
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| Truck Brokerage Carriers - Other approved | 27,420 | As of March 28, 2026 | — |
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| Trucks provided by BCO Independent Contractors | 8,476 | As of March 28, 2026 | — |
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| Number of loads - Truck transportation - Truckload - Unsided/platform equipment | 117,565 | Fiscal Quarter Ended December 27, 2025 | — |
| Number of loads - Truck transportation - Truckload - Van equipment | 274,492 | Fiscal Quarter Ended December 27, 2025 | — |
| Revenue per load on loads hauled via BCO Independent Contractors | $2,260 | Fiscal Year Ended December 27, 2025 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Integrated Freight & Logistics — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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LSTR
this stock
Landstar System Inc
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$6.11B | +25.3% | -1.6% | 49.7 | 3.9% |
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UPS
United Parcel Service Inc
|
$89.61B | +6.2% | +8.2% | — | 3.1% |
|
FDX
Fedex Corp
|
$78.28B | — | +8.5% | — | 2.1% |
|
EXPD
Expeditors International Of Washington Inc
|
$24.82B | +28.2% | +13.5% | 27.8 | 3.3% |
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JBHT
Hunt J B Transport Services Inc
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$24.51B | +34.3% | +9.7% | 37.1 | 3.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LSTR | -3.5% | +3.0% | +17.9% | +3.0% | +25.3% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | -4.0% | +0.0% | +4.4% | +0.0% | +12.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.