Landstar (LSTR)
Industrials · Trucking & Logistics · NASDAQ
An asset-light transportation services provider that leverages a vast, flexible network of independent owner-operators and agents to deliver comprehensive supply chain solutions.
What Landstar does
Landstar System, Inc. is an asset-light provider of integrated transportation management solutions. The company operates through a network of independent commission sales agents and independent business capacity owners (truck owner-operators), coordinating a wide range of freight transportation services across North America.
Themes: freight brokerage, asset-light logistics, third-party logistics (3PL), supply chain management
Fundamentals
- Price$186.58 as of 2026-08-21 close
- Market cap$6.3B as of 2026-08-21
- 1-year return+43.7% 2025-08-21 close $129.88 → 2026-08-21 close $186.58
- P/E48.38 as of 2026-08-24
- Net margin+2.6% as of 2026-08-24
- Gross margin+14.4% as of 2026-08-24
- ROE+15.9% as of 2026-08-24
- Debt / equity0.17 as of 2026-08-24
- Revenue growth (YoY)+4.0% as of 2026-08-24
- Revenue CAGR (3y)-13.9% SEC XBRL
- Beta0.89 as of 2026-08-24
- Last reported earnings2026-07-28 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +0.8%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How LSTR compares in its sector
- price-to-earnings ratiotop 25% 357 covered Industrials peers, as of 2026-08-24
- net profit marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- operating marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- gross marginbottom 10% 455 covered Industrials peers, as of 2026-08-24
- return on equitymiddle range 460 covered Industrials peers, as of 2026-08-24
- 3-year revenue CAGRbottom 10% 426 covered Industrials peers
- indicated dividend yieldmiddle range 267 covered Industrials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)middle range 414 covered Industrials peers, as of FY2025
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
LSTR is not currently in any published Top 10 list. Its scores are below.
Long-term score
36.8 #879 of 987 scored · #176 of 197 in Industrials
Capital return 71st (consecutive years of dividend increases 5 years) and long-term trend 52nd (over the past 12 months this stock beat the market by 23.2 percentage points); weakest is valuation (15th, price to earnings 48.3, price to book 7.9).
Short-term score
41.9 #1306 of 1,704 scored · #198 of 283 in Industrials
Setup 49th: over the past year its closes ranged, and it has retraced roughly a third of its move over the past year — 37% of it; momentum 46th: MACD momentum is positive; weakest is volume and participation 28th: it gapped 4.1% below the previous close and has not traded back through the level it left behind — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Exceeded at least one reported measure. In FY2025, LSTR's dividend exceeded at least one reported measure of what it earned or generated (earnings payout 108%, free-cash-flow payout 58%). A payout above 100% in one year is not necessarily unsustainable, but it is not fully covered by that measure.
- Earnings payout108% dividends / net income
- Free-cash-flow payout58% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Landstar looks technically
Landstar (LSTR) is trading 11.1% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 156 trading days ago — a "golden cross", a bullish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 22 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 47, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 7 trading days ago (its momentum flipped positive). It made a new 20-day low about 17 trading days ago. It is 18.3% below its highest point of the past year.
Trend
7
| Distance from the 200-day | it is trading 11.1% above its 200-day average, the long-term trend line — a longer-term uptrend | +11.1% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $199.20 | $199.20 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $167.95 | $167.95 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 22 calendar days ago — the swings before that are what the structure reading is measured on | 22 sessions |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 156 trading days ago — a "golden cross", a bullish long-term signal | 156 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 22 (a reading of 25+ marks a strong trend) | 22.1 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 47, neither overbought (above 70) nor oversold (below 30) | 47.4 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($175.27 to $194.02) — its "stochastic" reading is 60 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 60.3 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 7 trading days ago (its momentum flipped positive) | 7 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $228.46 | $228.46 |
|---|---|---|
| From the 52-week high | it is 18.3% below its 52-week high (its highest price of the past year) | -18.3% |
| Above the 52-week low | it is 56.4% above its 52-week low (its lowest price of the past year) | +56.4% |
| Below the 52-week high | it is 18.3% below its highest point of the past year | 18.3% |
| Since a 20-day breakout | it made a new 20-day low about 17 trading days ago | 17 sessions |
| Since a 55-day breakout | it made a new 55-day high about 50 trading days ago | 50 sessions |
| All-time high | its highest closing price on record is $228.46 (set on 2026-06-08) | $228.46 |
| Given back of the 52-week move | over the past year its closes ranged ($120.68 to $225.37), and it has given back roughly a third of its rise from last year’s low — 37% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $157.32 to $160.67. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 37.0% |
| From the all-time high | it is 18.3% below its all-time high | -18.3% |
| Nearest price level | it is trading 2.8% below a resistance level at $191.71 — a price it turned at four times since 2024-09-30, most recently on 2024-12-11. Since 2024-08-21 it has 12 such levels below the current price and 4 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +2.8% |
| All-time low | its lowest closing price on record is $27.21 (set on 2009-03-09) | $27.21 |
| Above the all-time low | it is 585.7% above its all-time low | +585.7% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 72% of it) | 28th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $6.04 between its high and its low — about 3.2% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $6.04 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $170.53 and $194.57 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $170.53 – $182.55 – $194.57 |
| Typical daily range (% of price) | its price moves about 3.2% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.2% |
| Stretch from the 200-day average | it is trading 3.1 daily ranges above its 200-day average price (11.1% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.1 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.75× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.1% since the prior reading | +0.1% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.9% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +0.9% |
|---|---|---|
| Open gap | it gapped 4.1% below the previous close 20 sessions ago and has not traded back through the level it left behind at 207.97 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -4.1% |
| Gap filled | a 2.1% gap up opened on 2026-08-04 has been "filled" 11 sessions ago — price traded back through the level the gap left behind, and it took 2 sessions to close | 11 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 15.2 percentage points (the stock lost 12.9% while the market gained 2.3%) | -15.2% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 5.5 percentage points (the stock lost 2.4% while the market gained 3.1%) | -5.5% |
| vs market, 6 months | over the past 6 months this stock beat the market by 10.8 percentage points (the stock gained 21.8% while the market gained 11.1%) | +10.8% |
| vs market, 12 months | over the past 12 months this stock beat the market by 23.2 percentage points (the stock gained 43.7% while the market gained 20.5%) | +23.2% |
Signal agreement
2
| Bullish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, MACD momentum is positive, outperforming the market over 6 months — these describe past price behaviour, not a forecast | 4 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 4.5% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thick, spanning 8.9% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | -4.5% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 7% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $173.67 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +7.4% |
|---|---|---|
| Vs the average paid since it last reported | the price is 3% above the average price paid since it last reported on 2026-07-28 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $180.42 — a volume-weighted average of daily closes over 19 sessions, not a true tick-by-tick VWAP. | +3.4% |
Price levels it has turned at before
LSTR last closed at $186.58 on 2026-08-21. Since 2024-08-21 it has turned at 12 prices below its last close and 4 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $191.71 | Resistance | 2.8% above the last close | turned there four times · 2024-09-30 to 2024-12-11 |
| $179.10 | Support | 4.0% below the last close | turned there four times · 2024-09-20 to 2025-01-16 |
| $196.35 | Resistance | 5.2% above the last close | turned there twice · 2024-11-11 to 2026-04-29 |
| $175.37 | Support | 6.0% below the last close | turned there five times · 2024-09-11 to 2026-08-11 |
| $202.41 | Resistance | 8.5% above the last close | turned there twice · 2026-06-18 to 2026-07-06 |
| $164.93 | Support | 11.6% below the last close | turned there four times · 2025-01-13 to 2026-03-02 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · beating the market · Trading below the Ichimoku cloud | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingHold (2.83 mean, 1=Strong Buy…5=Strong Sell) — 16 analysts
- Mean price target$196.38 range $145.00 – $240.00; median $193.00
Analyst estimates, as of 2026-08-22. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for LSTR
- Consensus EPS estimate$1.65 next reporting period, as of 2026-08-22
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Dependence on independent contractors and agents for capacity and sales, which may be impacted by labor availability or competition.","Fluctuations in freight demand, fuel costs, and insurance claim volatility affecting operating margins."]
What changed in the latest 10-Q
AI-assisted comparison of LSTR's 10-Q filed 2026-04-29 against the prior one filed 2025-10-28.
Management's Discussion & Analysis (MD&A)
- Added:
- Added 'would' to forward-looking statement disclaimer language in newer filing (2026-04-29)
- Added reference to 'the 2025 fiscal year' when describing Russian conflict impact on second largest agent by revenue in newer filing
- Added 'freight transportation and logistics solutions' as descriptor in Introduction section (newer filing)
- Added reference to 'thirteen weeks ended March 28, 2026' for revenue breakdown by capacity provider type (newer filing)
- Changed fiscal year reference from 2024 to 2025 throughout; updated year-end date from December 28, 2024 to December 27, 2025
- Removed:
- Removed 'would' from forward-looking statement terms in newer filing's risk factor list (was in older filing)
- Removed reference to 'largest' agent by revenue in newer filing; changed to 'second largest' agent
- Removed 'integrated transportation management solutions' descriptor; replaced with 'freight transportation and logistics solutions' (newer filing)
- Removed 'safety, information coordination and customer service' emphasis language; newer filing states 'safety, security and service'
- Removed network size descriptor 'approximately 1,000 independent commission sales agents' (older); changed to 'approximately 980' (newer)
- Removed 'over 75,000 third party capacity providers' (older); changed to 'over 72,000' (newer)
- Removed revenue figure '$4.8 billion' (older fiscal year); changed to '$4.7 billion' (newer fiscal year)
- Removed 'integrated transportation management solutions business' language; replaced with 'freight transportation and logistics business'
- Removed 'intra-Mexico, intra-Canada' transportation service offerings listed in older filing; not present in newer filing
- Removed 'adoption of artificial intelligence' from risk factors list (older filing); not in newer filing
- Removed reference to 'Form 10-Q for the quarterly period ended March 29, 2025, described in Part II, Item A Risk Factors' from older filing; not in newer
- Reworded:
- Changed risk factor order: 'decreased demand for transportation services' moved from later in list to second position in newer filing
- Changed emphasis language from 'emphasize safety, information coordination and customer service' (older) to 'emphasize information coordination' with 'safety, security and service' in company descriptor (newer)
- Changed 'integrated transportation management solutions' to 'freight transportation and logistics solutions' throughout newer filing
- Changed period reference from 'thirty-nine weeks ended September 27, 2025' (older) to 'thirteen weeks ended March 28, 2026' (newer)
- Changed BCO Independent Contractors revenue percentage from '38%' (older) to '41%' (newer)
- Changed Truck Brokerage Carriers revenue percentage from '54%' (older) to '52%' (newer)
- Changed air and ocean cargo carriers combined percentage from '5%' (older) to '4%' (newer)
- Notes:
- The older filing appears to be a 10-Q for the period ended September 27, 2025, while the newer filing is for the period ended March 28, 2026; different fiscal periods account for some differences
- Network size and capacity provider numbers changed between periods; these may reflect actual business changes rather than filing revisions
- Revenue percentages by capacity provider type differ due to different reporting periods and business activity
- The removal of 'intra-Mexico' and 'intra-Canada' from service offerings and 'adoption of artificial intelligence' from risk factors may reflect strategic or editorial changes
Risk Factors
The two filings could not be meaningfully compared for this section.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 2 open-market sales by insiders in the last 90 days.
- Last 90 days0 buys · 2 sells ($3M) — 2 selling insiders
- Last 180 days0 buys · 2 sells ($3M) — 2 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-06-15. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about LSTR's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 2 matched disclosures for LSTR from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding LSTR as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 4,633,522
- Reported value $742,799,818
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 4 increased, 1 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
LSTR had 1,509,547 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
LSTR had 4.45% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 2.54 days to cover at the same settlement.
- Reported short interest (shares) 1,509,547
- Short interest (% of shares outstanding) 4.45%
- Prior settlement (shares) 1,420,362
- Reported change 6.28%
- Days to cover (reported) 2.54
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- C.H. Robinson (CHRW)
- J.B. Hunt Transport Services (JBHT)
- Schneider National (SNDR)
- Werner Enterprises (WERN)
- Knight-Swift Transportation (KNX)
- Echo Global Logistics
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Landstar (LSTR) do?
Landstar System, Inc. is an asset-light provider of integrated transportation management solutions. The company operates through a network of independent commission sales agents and independent business capacity owners (truck owner-operators), coordinating a wide range of freight transportation services across North America.
What sector is Landstar (LSTR) in?
Landstar (LSTR) is classified in the Industrials sector. Its industry is Trucking & Logistics. It trades on NASDAQ.
Does LSTR pay a dividend?
Yes — Landstar (LSTR) pays a dividend, with an indicated yield of about 0.75% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Landstar's (LSTR) competitors?
Notable peers of Landstar (LSTR) include C.H. Robinson, J.B. Hunt Transport Services, Schneider National, Werner Enterprises and Knight-Swift Transportation. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in LSTR?
Yes — we hold 2 matched STOCK Act disclosures for LSTR from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Landstar (LSTR) overbought or oversold right now?
Landstar (LSTR) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 47, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on LSTR come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.