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LSTR

Landstar System, Inc.

LSTR · NASDAQIndustrials
The economic chain
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Raw inputs
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AI demand
Inputsmaterials, equipment & da…Operatorsthe companies at the cent…Products &serviceswhat they make & runDistribution &logisticshow it gets thereCustomers &end marketswho paysBCOBCOs (owner-operators)CARThird-party carriersAGTIndependent sales agentsLSTRLandstarCHRWC.H. RobinsonRXORXOT(F&Truckload (van, flatbed & specialized)RA&ORail, air & ocean forwardingSIGSignature InsuranceLN&TLoad-matching network & terminalsSHPShippers
Company details
Market cap
$6.5B
P/E ratio
34×
Div yield
0.8%
EPS (FY24)
$5.51
Profit margin
4%
Rev. growth
-9%
Revenue
$4.8B
Loads / yr
2.0M
In plain English
Landstar is an asset-light freight broker: it owns almost no trucks. Instead, ~1,100 independent commission sales agents book freight from shippers and match it to ~8,000 owner-operator truckers (BCOs) and ~44,000 approved third-party carriers. Landstar keeps a thin slice of each load — it grossed $4.8B moving ~2.0M loads in 2024 — and returns nearly all its free cash to shareholders because the model needs so little capital.
In simple terms
What Landstar System, Inc. really sells
Landstar is an asset-light freight broker: it owns almost no trucks. Instead, ~1,100 independent commission sales agents book freight from shippers and match it to ~8,000 owner-operator truckers (BCOs) and ~44,000 approved third-party carriers. Landstar keeps a thin slice of each load — it grossed $4.8B moving ~2.0M loads in 2024 — and returns nearly all its free cash to shareholders because the model needs so little capital.
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Risk read
Moderate
SteadierMore speculative
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