LSTR

Oct 28, 8:30 PMElevated insurance claims and reserve reset sink Landstar 17.8% after third-quarter earnings miss

Peers: CHRW JBHT RXO HUBG SNDR KNX WERN EXPD ARCB TFII

| Held by: VTI IJH VB AIRR VXF VBR MDY VBK XMHQ VIG

Index	-
Market Cap	4.83B
Enterprise Value	4.63B
Income	160.38M
Sales	5.29B
Book/sh	24.62
Cash/sh	10.41
Dividend Est.	2.53 (1.76%)
Dividend TTM	1.64 (1.14%)
Dividend Ex-Date	Nov 17, 2026
Dividend Gr. 3/5Y	12.35% 14.58%
Payout	47.09%
Employees	1378
IPO	Mar 05, 1993

P/E	30.38
Forward P/E	18.98
PEG	0.52
P/S	0.91
P/B	5.82
P/C	13.77
P/FCF	30.87
EV/EBITDA	18.76
EV/Sales	0.88
Quick Ratio	1.79
Current Ratio	1.79
Debt/Eq	0.18
LT Debt/Eq	0.07
Option/Short	Yes / Yes

EPS (ttm)	4.72
EPS next Y	7.56
EPS next Q	1.69
EPS this Y	74.78%
EPS next Y	30.62%
EPS next 5Y	36.39%
EPS past 3/5Y	-34.45% -7.82%
Sales past 3/5Y	-13.92% 2.79%
EPS Y/Y TTM	20.54%
Sales Y/Y TTM	10.70%
EPS Q/Q	153.29%
Sales Q/Q	25.42%
Earnings	Oct 27 AMC
EPS/Sales Surpr.	-14.77% 0.60%

Insider Own	0.74%
Insider Trans	-4.72%
Inst Own	101.96%
Inst Trans	-4.28%
ROA	9.24%
ROE	18.66%
ROIC	18.08%
Gross Margin	13.39%
Oper. Margin	3.89%
Profit Margin	3.03%
SMA20	-13.02%
SMA50	-15.67%
SMA200	-18.89%
Trades

Shs Outstand	33.71M
Shs Float	33.68M
Short Float	4.83%
Short Ratio	3.93
Short Interest	1.63M
52W High	228.46 -37.23%
52W Low	119.51 19.99%
Volatility	3.93% 2.61%
ATR (14)	5.97
RSI (14)	28.80
Beta	0.87
Rel Volume	0.92
Avg Volume	413.50K
Volume	338,687

Perf Week	-13.51%
Perf Month	-15.72%
Perf Quarter	-18.87%
Perf Half Y	-21.02%
Perf YTD	1.13%
Perf Year	15.94%
Perf 3Y	-9.80%
Perf 5Y	-13.48%
Perf 10Y	125.90%
Recom	2.80
Target Price	182.20
Prev Close	141.37
Price	143.40
Change %	1.43%

Consensus

Hold

Avg. Price Target

$182.20

Implied Upside

+27.1%

Analysts9incl. previous ratings

Rating Distribution3 Buy · 5 Hold · 1 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Aug 04, 2026	Upgrade	WWolfe Research	Peer Perform → Outperform	$214	+49.2%
Jul 29, 2026	Reiterated	TTD Cowen	Hold	$178 → $182	+26.9%
Jul 06, 2026	Downgrade	MMorgan Stanley	Equal-Weight → Underweight	$145	+1.1%
Apr 29, 2026	Reiterated	TTD Cowen	Hold	$150 → $175	+22.0%
Jan 06, 2026	Upgrade	WWells Fargo	Equal Weight → Overweight	$170	+18.6%
Dec 05, 2025	Initiated	WWells Fargo	Equal Weight	$145	+1.1%
Oct 29, 2025	Reiterated	TTD Cowen	Hold	$135 → $127	-11.4%
Jul 30, 2025	Reiterated	TTD Cowen	Hold	$141 → $135	-5.9%
Jul 01, 2025	Resumed	RRobert W. Baird	Outperform	$166	+15.8%
Jun 09, 2025	Initiated	BBarclays	Equal Weight	$145	+1.1%
Jun 09, 2025	Downgrade	BBarclays	Overweight → Equal Weight	$145	+1.1%
Apr 03, 2025	Reiterated	TTD Cowen	Hold	$161 → $145	+1.1%
Mar 13, 2025	Initiated	TTruist	Hold	$160	+11.6%
Nov 15, 2024	Downgrade	RRaymond James	Outperform → Mkt Perform
Oct 30, 2024	Reiterated	TTD Cowen	Hold	$176 → $174	+21.3%
Jul 31, 2024	Reiterated	TTD Cowen	Hold	$171 → $176	+22.7%
Jul 11, 2024	Downgrade	WWolfe Research	Outperform → Peer Perform
May 15, 2024	Resumed	RRaymond James	Outperform	$205	+43.0%
Jan 10, 2024	Upgrade	WWolfe Research	Peer Perform → Outperform	$205	+43.0%
Dec 11, 2023	Initiated	JJP Morgan	Neutral	$186	+29.7%

Oct-28-26 05:40PM	C.H Robinson and Landstar stock prices slammed; insurance a factor (FreightWaves) -17.76%
02:34PM	Landstar: Q3 Earnings Snapshot (Associated Press)
Oct-27-26 11:22PM	Insurance claims adjustments tank Landstars otherwise strong Q3 (FreightWaves)
06:14PM	Landstar's Freight Upcycle Accelerates, But The Insurance Bill Clouds The Quality Of The Beat (Earnings Whispers)
04:05PM	Landstar System Reports Third Quarter Revenue of $1.512B and Earnings Per Share of $1.42 (GlobeNewswire)
07:50AM	Loading…
Oct-13-26 07:50AM	Landstar to Release Third Quarter Results on Tuesday, October 27, 2026 (GlobeNewswire)
Aug-26-26 06:20PM	One man paints challenging outlook for brokers insurance (FreightWaves)
Aug-24-26 03:04PM	Trucking stocks drop, as investors don't like the trade friction with Canada (MarketWatch)
Aug-10-26 04:29PM	Landstar has cut more than 35,000 carriers from approved network (FreightWaves)
04:15PM	Landstar Appoints Vallie Dugas as Vice President, General Counsel and Secretary (GlobeNewswire)
05:55AM	Landstar notches brokerage market gains after Supreme Court case (Trucking Dive)
Jul-29-26 01:02AM	Landstar System Inc (LSTR) Q2 2026 Earnings Call Highlights: Strong Revenue Growth Amidst ... (GuruFocus.com)
Jul-28-26 07:21PM	Landstar expects to emerge a winner in post-Montgomery world (FreightWaves)
04:15PM	Landstar: Q2 Earnings Snapshot (Associated Press)
04:05PM	Landstar System Reports Second Quarter Revenue of $1.432B and Earnings per Share of $1.44 (GlobeNewswire)
04:15PM	Loading…
Jul-23-26 04:15PM	Landstar Appoints Bill Clement as Chief Commercial Officer (GlobeNewswire)
Jul-14-26 07:50AM	Landstar to Release Second Quarter Results on Tuesday, July 28, 2026 (GlobeNewswire)
Jul-06-26 12:21PM	Morgan Stanley turns cautious on freight stocks despite stronger cycle outlook (Investing.com)
09:47AM	Okta upgraded, Datadog downgraded: Wall Street's top analyst calls (The Fly)
May-19-26 07:50AM	Landstar Statement on U.S. Supreme Court Decision (GlobeNewswire)
May-12-26 05:48AM	Big build-out: Landstar notes momentum in data center sector (Trucking Dive)
Apr-29-26 02:38PM	These Earnings Suggest The Economy Remains In Good Shape (Investor's Business Daily)
03:09AM	Landstar System Inc (LSTR) Q1 2026 Earnings Call Highlights: Strong Profit Growth Amid Market ... (GuruFocus.com)
Apr-28-26 07:26PM	Landstar says April yields significantly outpacing seasonality (FreightWaves)
04:33PM	Landstar: Q1 Earnings Snapshot (Associated Press)
04:05PM	Landstar System Reports Improved First Quarter Performance Revenue of $1.171B and Earnings Per Share of $1.16 (GlobeNewswire)
Apr-21-26 12:45PM	The Dow Jones Transportation Average is on a historic tear. Here are 6 charts you need to see. (MarketWatch)
Apr-14-26 07:50AM	Landstar to Release First Quarter Results on Tuesday, April 28, 2026 (GlobeNewswire)
Apr-02-26 09:00AM	Landstar General Counsel to Join Scopelitis Law Firm Names Assistant General Counsel as Interim General Counsel (GlobeNewswire)
07:35AM	Lodestar Metals Commences Maiden Drill Program at Gold Run Project, Nevada (TMX Newsfile)
01:38PM	Loading…
Mar-25-26 01:38PM	Iran war and AI advances are creating winners and losers among transport stocks (Yahoo Finance)
Mar-06-26 07:31PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
Feb-27-26 07:37PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
11:30AM	Landstar (LSTR) Up 5.1% Since Last Earnings Report: Can It Continue? (Zacks)
Feb-17-26 01:49PM	What's Going On With Algorhythm Stock Tuesday? (Benzinga)
Feb-14-26 08:30AM	The stock market is reflecting fears of an AI apocalypse for white-collar jobs (MarketWatch)
Feb-13-26 09:15PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
11:48AM	Algorhythm Stock Is Popping: What's Going On? (Benzinga)
10:44AM	From software to real estate, U.S. sectors under the grip of AI scare trade (Reuters)
06:21AM	Cooler January CPI Signals an Inflation Thaw (Barchart)
03:33AM	Putting the AI in Pain: Heard on the Street Thursday Recap (The Wall Street Journal)
02:11AM	Former Karaoke Company Drags Logistics Into the AI Scare Trade (Bloomberg)
Feb-12-26 08:12PM	AI Panic Hits Trucking, Transport Stocks (The Wall Street Journal) -15.60%
07:29PM	Meet the Former Karaoke Company That Sank Trucking Stocks (The Wall Street Journal)
06:06PM	Putting the AI in Pain: Heard on the Street Recap (The Wall Street Journal)
06:04PM	Trucking stocks skid as AI worries weigh (Reuters)
02:31PM	Logistics Are Getting Hammered. It's a 'Shoot 1st Ask Questions Later' AI Selloff. (Barrons.com)
01:28PM	Cisco Triggers Tech Selloff, VIX Spikes 16%: What's Moving Markets Thursday? (Benzinga)
12:34PM	Transportation stocks are getting hammered on Thursday - AI scare trade to blame? (MarketWatch)
11:29AM	C.H. Robinson stock tumbles amid freight sector AI disruption fears (Investing.com)
Feb-06-26 08:09PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
Feb-05-26 11:34PM	2 Industrials Stocks with Solid Fundamentals and 1 We Question (StockStory)
Feb-04-26 12:42AM	5 Insightful Analyst Questions From Landstar's Q4 Earnings Call (StockStory)
Feb-03-26 01:02PM	Landstar Q4 Earnings Beat Estimates, Revenues Miss, Both Down Y/Y (Zacks)
Feb-02-26 04:05PM	Landstar Appoints Chief Human Resources Officer (GlobeNewswire) +6.25%
05:34AM	Landstar profits take $16.7M hit from court case, crashes (Trucking Dive)
Jan-30-26 09:46AM	Landstar System price target lowered to $145 from $150 at Truist (TipRanks)
Jan-29-26 04:58PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
12:38AM	LSTR Q4 Deep Dive: Soft Freight Demand, Heavy Haul Strength, and AI-Driven Initiatives (StockStory)
12:02AM	Landstar System Inc (LSTR) Q4 2025 Earnings Call Highlights: Record Heavy Haul Revenue Amid ... (GuruFocus.com)
Jan-28-26 08:00PM	Landstar System Q4 Earnings Call Highlights (MarketBeat)
08:00PM	Landstar (LSTR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:36PM	Accident claims weigh on Landstars Q4 (FreightWaves)
05:20PM	Landstar System (LSTR) Surpasses Q4 Earnings Estimates (Zacks)
04:35PM	Landstar (NASDAQ:LSTR) Misses Q4 CY2025 Revenue Estimates (StockStory)
04:27PM	Landstar: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Landstar System Reports Fourth Quarter Results (GlobeNewswire)
Jan-26-26 10:08PM	Landstar (LSTR) Q4 Earnings Report Preview: What To Look For (StockStory)
Jan-23-26 10:00AM	Earnings Preview: ArcBest (ARCB) Q4 Earnings Expected to Decline (Zacks)
Jan-22-26 10:39AM	Texas court rules Landstar to pay 100% of $23M accident verdict (FreightWaves)
Jan-21-26 10:00AM	Earnings Preview: Landstar System (LSTR) Q4 Earnings Expected to Decline (Zacks)
Jan-14-26 07:50AM	Landstar to Release Fourth Quarter Results on Wednesday, January 28, 2026 (GlobeNewswire)
Dec-24-25 11:05PM	3 Reasons to Sell LSTR and 1 Stock to Buy Instead (StockStory)
Dec-17-25 07:20AM	Landstar System price target raised to $140 from $127 at Stifel (TipRanks)
Dec-11-25 10:38PM	Ground Transportation Stocks Q3 Results: Benchmarking Landstar (NASDAQ:LSTR) (StockStory)
Dec-08-25 06:53PM	Dow transports are on a roll. Why investors shouldn't ignore the bullish message. (MarketWatch)
Dec-04-25 07:50AM	Landstar System Announces Special Dividend (GlobeNewswire)
Dec-03-25 08:09PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
Nov-27-25 11:30AM	Why Is Landstar (LSTR) Up 5% Since Last Earnings Report? (Zacks)
Nov-25-25 12:39PM	Here's Why Investors Should Give Landstar Stock a Miss Now (Zacks)
Nov-24-25 08:49AM	3 Cash-Heavy Stocks with Questionable Fundamentals (StockStory)
Nov-20-25 05:20AM	Landstar outlines AI-based focuses for its operations (Trucking Dive)
Nov-07-25 11:01AM	Analyst Report: Landstar System, Inc. (Morningstar Research)
10:17AM	Consensus Forming in Trucking What the Big Guys Are Saying About the Near Future (FreightWaves)
Nov-04-25 12:34AM	5 Must-Read Analyst Questions From Landstar's Q3 Earnings Call (StockStory)
Oct-30-25 03:22PM	Landstar System Inc (LSTR) Q3 2025 Earnings Call Highlights: Navigating Revenue Challenges and ... (GuruFocus.com)
12:00PM	Landstar Enhances Its Board of Directors, Appoints Barr Blanton and Melanie Housey Hart (GlobeNewswire)
Oct-29-25 07:35PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
02:09PM	Landstar Q3 Earnings Miss, Revenues Beat Estimates, Down Y/Y (Zacks)
08:31AM	LSTR Q3 Deep Dive: Margin Compression and Mixed Freight Trends Highlight Challenging Market (StockStory)
Oct-28-25 09:48PM	Analyst Report: Landstar System, Inc. (Morningstar Research)
07:50PM	Flatbed trends buttress Landstar amid dry van slump (FreightWaves)
07:00PM	Here's What Key Metrics Tell Us About Landstar (LSTR) Q3 Earnings (Zacks)
05:38PM	Landstar (NASDAQ:LSTR) Reports Q3 In Line With Expectations (StockStory)
05:15PM	Landstar System (LSTR) Q3 Earnings Lag Estimates (Zacks)
04:25PM	Landstar: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Landstar System Reports Third Quarter Results (GlobeNewswire)
Oct-27-25 09:26AM	What To Expect From Landstar System Inc (LSTR) Q3 2025 Earnings (GuruFocus.com)
Oct-26-25 11:10PM	Earnings To Watch: Landstar (LSTR) Reports Q3 Results Tomorrow (StockStory)
10:50AM	Is Landstar the Next Big Winner in Transportation Stocks? (MarketBeat)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Todd James P	VP and CFO	Jun 15 '26	Sale	218.17	1,200	261,803	15,122	Jun 16 04:37 PM
Todd James P	Officer	Jun 09 '26	Proposed Sale	225.37	1,200	270,444		Jun 09 10:12 AM
MURPHY DIANA M	Director	Jun 05 '26	Sale	221.28	11,246	2,488,525	18,853	Jun 08 04:53 PM
DIANA M MURPHY	Director	Jun 05 '26	Proposed Sale	221.28	11,246	2,488,525		Jun 05 04:07 PM
MICHAEL KNELLER	former affiliate	May 27 '26	Proposed Sale	202.41	26,443	5,352,195		May 27 04:05 PM
ORLANDO ANTHONY J	Director	May 27 '26	Proposed Sale	129.13	14,029	1,811,509		May 27 10:17 AM

Landstar System, Inc. engages in the provision of transportation management solutions. It operates through the following segments: Transportation Logistics and Insurance. The Transportation Logistics segment offers transportation services including truckload and less-than-truckload transportation, rail intermodal, air and ocean cargo, project cargo, and customs brokerage. The Insurance segment includes risk and claims management services. The company was founded in January 1991 and is headquartered in Jacksonville, FL.

PresidentMr. Frank A. Lonegro

VPMr. James P. Todd

VP and Chief Safety & Operations OfficerMr. Matthew Miller

VP & Chief Information OfficerMr. Ricardo S. Coro

VPMs. Vallie S. Dugas

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Landstar System Inc

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