Brokers Offer Predictions for Landstar System Q3 Earnings

Landstar System, Inc. (NASDAQ:LSTR) – Equities researchers at Zacks Research boosted their Q3 2026 earnings per share estimates for Landstar System in a research report issued on Tuesday, August 11th. Zacks Research analyst Team now forecasts that the transportation company will earn $1.47 per share for the quarter, up from their prior estimate of $1.43. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Landstar System’s current full-year earnings is $5.80 per share. Zacks Research also issued estimates for Landstar System’s Q4 2026 earnings at $1.54 EPS, FY2026 earnings at $5.61 EPS, Q1 2027 earnings at $1.52 EPS, Q2 2027 earnings at $2.00 EPS, Q3 2027 earnings at $1.79 EPS, Q4 2027 earnings at $1.92 EPS, FY2027 earnings at $7.22 EPS, Q1 2028 earnings at $1.19 EPS, Q2 2028 earnings at $2.43 EPS and FY2028 earnings at $8.03 EPS.

LSTR has been the subject of several other reports. Wells Fargo & Company boosted their target price on shares of Landstar System from $200.00 to $240.00 and gave the company an “overweight” rating in a research report on Friday, June 5th. JPMorgan Chase & Co. lifted their price target on shares of Landstar System from $198.00 to $204.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 29th. TD Cowen cut their price objective on shares of Landstar System from $182.00 to $178.00 and set a “hold” rating for the company in a research report on Tuesday, July 28th. The Goldman Sachs Group boosted their price objective on shares of Landstar System from $147.00 to $168.00 and gave the company a “sell” rating in a research report on Thursday, July 16th. Finally, Susquehanna upped their price objective on Landstar System from $195.00 to $230.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $196.00.

Landstar System Price Performance

Shares of NASDAQ:LSTR opened at $177.74 on Wednesday. The company has a quick ratio of 1.82, a current ratio of 1.82 and a debt-to-equity ratio of 0.05. The stock has a market capitalization of $6.03 billion, a PE ratio of 46.05 and a beta of 0.90. The firm’s 50 day moving average price is $203.84 and its 200-day moving average price is $179.47. Landstar System has a twelve month low of $119.32 and a twelve month high of $228.46.

Landstar System (NASDAQ:LSTR) last released its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.44 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.49 by ($0.05). Landstar System had a net margin of 2.64% and a return on equity of 20.84%. The firm had revenue of $1.43 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the firm earned $1.20 earnings per share. The company’s revenue for the quarter was up 18.2% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Los Angeles Capital Management LLC purchased a new stake in Landstar System during the 4th quarter valued at approximately $25,000. Quarry LP bought a new stake in shares of Landstar System during the third quarter valued at approximately $25,000. Global Retirement Partners LLC lifted its holdings in shares of Landstar System by 320.0% in the fourth quarter. Global Retirement Partners LLC now owns 189 shares of the transportation company’s stock worth $27,000 after buying an additional 144 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of Landstar System in the second quarter worth $35,000. Finally, Geneos Wealth Management Inc. boosted its position in shares of Landstar System by 132.7% during the first quarter. Geneos Wealth Management Inc. now owns 249 shares of the transportation company’s stock worth $37,000 after acquiring an additional 142 shares during the last quarter. 97.95% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Landstar System news, Director Diana M. Murphy sold 11,246 shares of the firm’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $221.28, for a total transaction of $2,488,514.88. Following the sale, the director directly owned 18,853 shares of the company’s stock, valued at $4,171,791.84. This trade represents a 37.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO James P. Todd sold 1,200 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $218.17, for a total value of $261,804.00. Following the completion of the transaction, the chief financial officer owned 15,122 shares in the company, valued at $3,299,166.74. The trade was a 7.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is currently owned by insiders.

Landstar System Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 9th. Stockholders of record on Tuesday, August 18th will be given a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Tuesday, August 18th. This is a positive change from Landstar System’s previous quarterly dividend of $0.40. Landstar System’s payout ratio is 41.45%.

Landstar System declared that its board has authorized a stock buyback plan on Tuesday, April 28th that authorizes the company to buyback 1,115,195,000,000 shares. This buyback authorization authorizes the transportation company to purchase up to 3.3% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Key Headlines Impacting Landstar System

Here are the key news stories impacting Landstar System this week:

• Positive Sentiment: Zacks increased its FY2026 EPS estimate to $5.61 from $5.45, FY2027 to $7.22 from $6.88, and FY2028 to $8.03 from $7.69. Quarterly estimates were also raised, including Q3 2026 to $1.47, Q4 2026 to $1.54, Q1 2027 to $1.52, Q2 2027 to $2.00, Q3 2027 to $1.79, Q4 2027 to $1.92, Q1 2028 to $1.19 and Q2 2028 to $2.43. The revisions signal improving expectations for Landstar’s future earnings.
• Positive Sentiment: The FY2028 forecast implies substantial earnings growth from the current-year consensus of $5.80 per share, potentially strengthening the long-term investment case despite Landstar’s elevated valuation.
• Neutral Sentiment: Landstar appointed Vallie Dugas as vice president, general counsel and secretary. The leadership change is unlikely to materially affect near-term earnings but provides a permanent head of the company’s legal and corporate-secretarial functions. Landstar Appoints Vallie Dugas as Vice President, General Counsel and Secretary
• Negative Sentiment: The bullish forecast revisions are tempered by Landstar’s latest quarterly EPS miss against analyst expectations and a relatively high P/E ratio of about 46, leaving the shares sensitive to any disappointment in operating performance or guidance.

Landstar System Company Profile

Landstar System, Inc provides integrated transportation management solutions through a network of independent agents and third-party capacity providers. The company specializes in truckload brokerage, intermodal, air and ocean freight, expedited and heavy-haul services, along with value-added offerings such as cargo insurance, customs brokerage and supply chain management. Landstar’s proprietary technology platform enables real-time load matching, shipment tracking and data analytics to optimize fleet utilization and improve customer service.

Founded in 1968 and headquartered in Jacksonville, Florida, Landstar pioneered an asset-light brokerage model that has evolved into a global logistics operation.