
Landstar System (LSTR) Stock Forecast & Price Target
Landstar System (LSTR) Analyst Ratings
Bulls say
Landstar System has shown a positive shift towards higher-value, specialized freight, with heavy-haul now accounting for 38% of total segment revenue, an increase from 34% the previous year, and heavy-haul revenues rising 17% year-over-year driven by both volume and yield growth. The company has improved its Broker Carrier Owner (BCO) retention rates to near historically normal levels, alongside progress in new carrier recruitment, indicating a strengthening of their operational capabilities in a challenging rate environment. Additionally, Landstar experienced a notable increase in truck revenue per load and sequential growth in BCO truck count for the first time since early 2022, reflecting encouraging signs of stabilization in the overall logistics market.
Bears say
Landstar System exhibited a negative financial outlook due to a 3% year-over-year decline in truckloads and stagnant revenue per load, indicating weaker demand and pricing pressures. The company reported adjusted earnings per share (EPS) of $1.22 in the third quarter of 2025, falling short of both internal and market expectations, while a notable revenue miss in Truck Transportation further stressed its financial performance. Concerns about potential declines in North American industrial production suggest that, if the current freight recession persists into 2026, Landstar's operating income and variable contribution margins could face significant downward pressure.
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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