Landstar System (NASDAQ:LSTR) is preparing to release its quarterly earnings on Wednesday, 2026-01-28. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Landstar System to report an earnings per share (EPS) of $0.89.
Landstar System bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Historical Earnings Performance
The company's EPS missed by $0.01 in the last quarter, leading to a 3.79% drop in the share price on the following day.
Here's a look at Landstar System's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 1.23 | 1.17 | 0.94 | 1.34 |
| EPS Actual | 1.22 | 1.20 | 0.85 | 1.31 |
| Price Change % | -4.00 | -3.00 | 2.00 | -3.00 |
Performance of Landstar System Shares
Shares of Landstar System were trading at $153.31 as of January 26. Over the last 52-week period, shares are down 11.96%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release.
Analyst Views on Landstar System
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Landstar System.
With 17 analyst ratings, Landstar System has a consensus rating of Neutral. The average one-year price target is $143.71, indicating a potential 6.26% downside.
Peer Ratings Comparison
This comparison focuses on the analyst ratings and average 1-year price targets of Schneider National, Ryder System and RXO, three major players in the industry, shedding light on their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for Schneider National, with an average 1-year price target of $27.67, suggesting a potential 81.95% downside.
- Analysts currently favor an Outperform trajectory for Ryder System, with an average 1-year price target of $226.0, suggesting a potential 47.41% upside.
- Analysts currently favor an Neutral trajectory for RXO, with an average 1-year price target of $15.3, suggesting a potential 90.02% downside.
Peer Metrics Summary
In the peer analysis summary, key metrics for Schneider National, Ryder System and RXO are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Landstar System | Neutral | -0.70% | $158.73M | 2.14% |
| Schneider National | Neutral | 10.39% | $128.40M | 0.64% |
| Ryder System | Outperform | -0.28% | $668M | 4.47% |
| RXO | Neutral | 36.63% | $210M | -0.88% |
Key Takeaway:
Landstar System ranks at the top for Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.
Unveiling the Story Behind Landstar System
Landstar System is an agent based asset-light third-party logistics provider focused on domestic truck brokerage. Historically, around half of its truck transportation freight is hauled by leased owner-operators with the remainder hauled by third-party broker-carriers. To a smaller degree, it offers intermodal, global air and ocean forwarding, and warehousing services. Landstar also runs a small business that offers insurance programs to captive owner-operators. It has a long history of industry-leading execution and operating profitability.
Financial Insights: Landstar System
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Challenges: Landstar System's revenue growth over 3 months faced difficulties. As of 30 September, 2025, the company experienced a decline of approximately -0.7%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Landstar System's net margin is impressive, surpassing industry averages. With a net margin of 1.61%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Landstar System's ROE excels beyond industry benchmarks, reaching 2.14%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Landstar System's ROA excels beyond industry benchmarks, reaching 1.15%. This signifies efficient management of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 0.14, Landstar System adopts a prudent financial strategy, indicating a balanced approach to debt management.
To track all earnings releases for Landstar System visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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