
Landstar System (LSTR) Stock Forecast & Price Target
Landstar System (LSTR) Analyst Ratings
Bulls say
Landstar System's strong performance in the heavy-haul segment, with a fourth-quarter revenue increase of 23% year-over-year driven by a mix shift towards higher-value freight, indicates solid demand growth and operational execution. Additionally, improvements in BCO retention and carrier recruitment, combined with a 17% year-over-year revenue growth in heavy-haul driven by various sectors including AI infrastructure and energy, reflect a strengthening market position. The reported revenue growth in rail intermodal and machinery further underscores Landstar's ability to adapt and thrive in diverse logistics environments.
Bears say
Landstar System is experiencing a downturn, with truckload volumes trending approximately 3% lower year-over-year for October, while revenue per load remains flat, indicating weakness in demand and lower pricing in the spot market. The company reported earnings per share (EPS) of $0.70 on revenues of $1.17 billion, falling short of both internal estimates and broader market expectations, primarily due to declines in ocean and air cargo revenue as well as weaker truck transportation revenue. Additionally, any potential decreases in North American industrial production pose a further risk to the company's financial performance, which is compounded by the recent trend of lower sequential revenue projections.
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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