
Landstar System (LSTR) Stock Forecast & Price Target
Landstar System (LSTR) Analyst Ratings
Bulls say
Landstar System has demonstrated a positive financial trajectory, with heavy-haul now comprising 38% of total segment revenue, illustrating a strategic shift towards higher-value, specialized freight. Despite a mixed rate environment, the company's improvement in Business Capacity Owner (BCO) retention and recruitment of new carriers reflects a rebound in operational stability, while heavy-haul revenues have surged by 17% year-over-year due to a mix of volume and yield growth. Additionally, the sequential growth in truck count and a slight uptick in revenue per load signify continued stabilization in operational performance, contributing to an overall positive outlook for Landstar System's stock.
Bears say
Landstar System faces a negative outlook due to a decline in truckloads, which are trending approximately 3% lower year-over-year, alongside flat revenue per load, suggesting weaker operational performance and a departure from typical seasonal patterns. The company's reported adjusted EPS of $1.22 for 3Q25 fell short of expectations, driven by lower-than-anticipated Truck Transportation revenue, specifically in "Van Equipment," which negatively impacted the overall contribution margin. Furthermore, ongoing weakness in demand and spot rates in the freight market raises concerns about the potential for sustained financial pressure, particularly if the current freight recession extends into 2025 and 2026, which could lead to a significant decline in operating income.
This aggregate rating is based on analysts' research of Landstar System and is not a guaranteed prediction by Public.com or investment advice.
Landstar System (LSTR) Analyst Forecast & Price Prediction
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