Q3 EPS Estimates for Landstar System Cut by Zacks Research

Landstar System, Inc. (NASDAQ:LSTR) – Analysts at Zacks Research decreased their Q3 2025 earnings per share estimates for Landstar System in a research report issued on Tuesday, August 12th. Zacks Research analyst S. Goswami now expects that the transportation company will post earnings of $1.23 per share for the quarter, down from their previous forecast of $1.37. The consensus estimate for Landstar System’s current full-year earnings is $6.10 per share. Zacks Research also issued estimates for Landstar System’s Q4 2025 earnings at $1.37 EPS, FY2025 earnings at $4.65 EPS, Q1 2026 earnings at $1.24 EPS, Q2 2026 earnings at $1.45 EPS, Q3 2026 earnings at $1.40 EPS and FY2027 earnings at $7.26 EPS.

Landstar System (NASDAQ:LSTR) last announced its quarterly earnings data on Tuesday, July 29th. The transportation company reported $1.20 EPS for the quarter, beating the consensus estimate of $1.16 by $0.04. Landstar System had a return on equity of 17.49% and a net margin of 3.51%. The business had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same period in the previous year, the business earned $1.48 earnings per share. The business’s revenue was down 1.1% on a year-over-year basis.

Several other equities research analysts have also recently issued reports on LSTR. Truist Financial reduced their target price on Landstar System from $150.00 to $135.00 and set a “hold” rating on the stock in a report on Thursday, April 24th. Robert W. Baird began coverage on Landstar System in a report on Tuesday, July 1st. They issued an “outperform” rating and a $166.00 target price on the stock. Wall Street Zen cut Landstar System from a “hold” rating to a “sell” rating in a report on Saturday, July 12th. Stifel Nicolaus reduced their target price on Landstar System from $140.00 to $131.00 and set a “hold” rating on the stock in a report on Thursday, July 31st. Finally, Barclays began coverage on Landstar System in a report on Monday, June 9th. They issued an “equal weight” rating and a $145.00 target price on the stock. Two equities research analysts have rated the stock with a sell rating, twelve have assigned a hold rating, one has assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $145.17.

Landstar System Price Performance

Shares of Landstar System stock opened at $131.07 on Wednesday. The stock’s 50-day simple moving average is $137.67 and its 200-day simple moving average is $143.93. Landstar System has a 52 week low of $123.43 and a 52 week high of $196.86. The company has a market capitalization of $4.54 billion, a price-to-earnings ratio of 27.48 and a beta of 0.86. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.06.

Landstar System Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 9th. Shareholders of record on Tuesday, August 19th will be paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, August 19th. Landstar System’s payout ratio is presently 33.54%.

Institutional Investors Weigh In On Landstar System

Several large investors have recently added to or reduced their stakes in the stock. Kayne Anderson Rudnick Investment Management LLC increased its stake in Landstar System by 8.5% during the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,083,704 shares of the transportation company’s stock worth $613,372,000 after acquiring an additional 319,101 shares during the last quarter. Victory Capital Management Inc. grew its stake in shares of Landstar System by 2.1% during the first quarter. Victory Capital Management Inc. now owns 1,654,910 shares of the transportation company’s stock valued at $248,567,000 after buying an additional 33,399 shares during the last quarter. Boston Partners grew its stake in shares of Landstar System by 14.2% during the second quarter. Boston Partners now owns 1,419,718 shares of the transportation company’s stock valued at $197,310,000 after buying an additional 176,601 shares during the last quarter. Northern Trust Corp grew its stake in shares of Landstar System by 9.1% during the first quarter. Northern Trust Corp now owns 734,256 shares of the transportation company’s stock valued at $110,285,000 after buying an additional 61,477 shares during the last quarter. Finally, First Trust Advisors LP grew its stake in shares of Landstar System by 6.8% during the second quarter. First Trust Advisors LP now owns 731,615 shares of the transportation company’s stock valued at $101,709,000 after buying an additional 46,547 shares during the last quarter. 97.95% of the stock is owned by institutional investors.

Landstar System Company Profile

Landstar System, Inc provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. It operates through two segments: Transportation Logistics and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload and less-than-truckload transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage, as well as offers transportation services to other transportation companies, such as third party logistics and less-than-truckload services.