
Landstar System (LSTR) Stock Forecast & Price Target
Landstar System (LSTR) Analyst Ratings
Bulls say
Landstar System has shown a significant shift towards higher-value, specialized freight, as evidenced by heavy-haul representing 38% of total segment revenue, an increase from 34% the previous year, with heavy-haul revenues rising 17% year-over-year. The company has improved its Business Capacity Owner (BCO) retention rates and recruited new carriers, indicating a return to historically normal levels despite a muted rate environment. Additionally, the resurgence in truck load volumes and a modest sequential increase in revenue per load reflect a stabilization trend, suggesting positive momentum for the company's logistics operations.
Bears say
Landstar System's recent financial performance indicates a concerning downward trend, with October truckloads declining approximately 3% year-over-year and a miss in topline revenue expectations primarily attributed to weaker Truck Transportation revenue, reported at $1.09 billion, which shows a slight decrease from the previous year. The company's adjusted EPS for Q3 2025 fell short of projections at $1.22, reflecting pressures such as lower van equipment revenue and anticipated compression in contribution margins due to reduced utilization and seasonal brokerage spread challenges. Additionally, the potential continuation of the current freight recession into 2025 and 2026 poses significant risks, as it may lead to further declines in truckload spot rates, adversely affecting operating income and overall financial stability.
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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