LSTR Stock Analysis — Landstar System
Sector: Logistics
AI Verdict
You’re paying up for a dramatic earnings turnaround, but the premium is only justified if Landstar’s network moat actually delivers on the 73.3% growth analysts expect.
Competitive Moat
Landstar operates an asset-light freight brokerage network, connecting shippers with a vast pool of independent truck owner-operators. Its defensibility comes from a scalable platform and deep carrier relationships, making it hard for new entrants to replicate the network’s reach and flexibility.
Summary
Landstar’s asset-light model is under the spotlight as analysts project a sharp 73.3% rebound in earnings next year.
Where It Stands
Landstar trades at 30.0x next year's earnings, well above the 20x industrials median, but with consensus calling for 73.3% EPS growth after a -0.8% revenue dip last year.
Key Metrics
- Trailing P/E: 51.9x
- Forward P/E: 30.0x
- PEG Ratio: 0.71
- Earnings Growth: +0.7%
- Revenue Growth: -0.0%
- Dividend Yield: 0.01%
- 52-Week High: $195.84
- 52-Week Low: $119.32
Analyst Consensus
7 Buy · 15 Hold · 1 Sell (23 analysts)
Bull Case
With forward EPS growth of 73.3% and a forward P/E of 30.0x, you’re paying a lower multiple for each point of growth than most industrials.
Bear Case
If the forward P/E drops to the sector median of 20x, the stock would need to fall by a third unless growth exceeds the already high 73.3% forecast.
Catalyst to Watch
Watch quarterly earnings for confirmation that the expected 73.3% EPS surge is materializing, as any miss could trigger a sharp rerating.