What changed
$LSTR — AVOID 📊
Landstar System, Inc. provides transportation management solutions in the United States, Canada, Mexico, and internationally.
🎯 Q2 2026 | Rev $1B | EPS $1.16 vs $1.12 🟢
💡 Consensus expects a gradual freight recovery in H2 2025, with EPS recovering to ~$5.50–6.00, supporting a 25–30x P/E. The market-implied expectations are even more optimistic—pricing near-peak earnings (~$7–8/share) and peak multiple (~30x).
📉 Reward/Risk: 0.0:1
🏢 Business Quality: 8/10 - Landstar has a capital-light model, high returns on capital, strong free cash flow, and consistent buybacks, but it is cyclical and exposed to freight market swings.
📊 Valuation: rich — P/E on trailing twelve-month EPS (~$5.50) is 38x, on 2025 consensus (~$5.80) is 36x, and on mid‑cycle normalized EPS ($6.00) is 35x, all far...
🔮 Catalyst: Q1 2025 earnings beat
📊 Our read: AVOID. Full analysis →
https://stockduty.xyz/s/LSTR0623
Why it matters
Landstar System, Inc. provides transportation management solutions in the United States, Canada, Mexico, and internationally.