LSTRLSTRIndustrials · Integrated Freight & Logistics

LSTR Stock Forecast: Landstar System, Inc. Price Predictions for 2026-2027

Last close, 30 Oct 2026
$143
+0.94% on the day

The 17 Wall Street analysts covering Landstar System, Inc. hold a median 12-month price target of $182 — +27.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 31 Oct 2026 — in the upper half. Here, the model and the Street point the same way.

Market cap
$4.8B
Ticker Nerd rank
72/ 100
Median analyst target
$182
Analysts covering
17
Revenue$1.4B+18.2% y/y
Operating income$63.5M
Net income$49.0M
Free cash flow−$53.3M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−13.9%
1M
−15.4%
YTD
+1.4%
1Y
+16.7%
From 52W high
−36.5%
From 52W low
+20.0%
$119
$225
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LSTR stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Landstar System, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 31 Oct 2026
72/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
81
Quality
79
Volatility
75
Value
69
Issuance
66
Momentum
63
Revisions
50
Accruals
49
Size
23

Growth (81): Sales and profits are climbing, and climbing faster than before.

Accruals (49): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (23): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

LSTR stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LSTR, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$120$140$160$180$200$220$240Jan 26Apr 26Jul 26Oct 26LSTRHigh $215Median $182Low $145

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says17 analysts
4 Buy11 Hold2 Sell
Low $145Median $182High $215

The green dot is the last close — the median target sits +27.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 12 moved it down.

DateFirmActionRatingTarget
28 Oct 2026BairdMaintainsOutperform$215 → $195
28 Oct 2026Evercore ISI GroupMaintainsIn-Line$187 → $182
28 Oct 2026JP MorganMaintainsNeutral$181 → $172
28 Oct 2026Stephens & Co.MaintainsOverweight$215 → $210
28 Oct 2026StifelMaintainsHold$197 → $179
28 Oct 2026Truist SecuritiesMaintainsHold$175 → $160
28 Oct 2026UBSMaintainsNeutral$195 → $185
28 Oct 2026Wells FargoMaintainsOverweight$225 → $215
7 Oct 2026Truist SecuritiesMaintainsHold—
7 Oct 2026Truist SecuritiesMaintainsHold$185 → $175
6 Oct 2026Wells FargoMaintainsOverweight$240 → $225
6 Oct 2026Wells FargoMaintainsOverweight—
5 Oct 2026JP MorganMaintainsNeutral—
5 Oct 2026JP MorganMaintainsNeutral$204 → $181
4 Aug 2026Wolfe ResearchUpgradeOutperform—
4 Aug 2026Wolfe ResearchUpgradeOutperform$214
29 July 2026BairdMaintainsOutperform—
29 July 2026BairdMaintainsOutperform$225 → $215
29 July 2026JP MorganMaintainsNeutral$198 → $204
29 July 2026JP MorganMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

LSTR appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
  • The AI build-out map, free: every AI company we track, part by part, and one part in full with each verdict.

Free. Unsubscribe any time.

The AI build-out map
PDF
  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

Performance

LSTR vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 30 Oct 2026, Landstar System, Inc. returned +16.7% against +12.4% for the S&P 500, dividends included.

LSTR vs S&P 500, last 12 monthsTotal return, rebased to 100
100120140160180Jan 26Apr 26Jul 26Oct 26LSTRS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

LSTR analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+1.8%
Analysts raising
4
Analysts cutting
5
Fundamentals

Landstar System, Inc. (LSTR) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
30.2×

Cheaper than 25% of US stocks

Price / sales
0.9×

Cheaper than 70% of US stocks

Price / book
5.8×

Cheaper than 16% of US stocks

EV / EBITDA
18.3×

Cheaper than 17% of US stocks

Growth & margins
Revenue growth (YoY)
25.3%

Higher than 74% of US stocks

Earnings growth (YoY)
148.1%

Higher than 87% of US stocks

Gross margin
13.2%

Higher than 12% of US stocks

Operating margin
4.3%

Higher than 53% of US stocks

Net margin
3.0%

Higher than 55% of US stocks

Returns & dividend
Return on equity
18.7%

Higher than 79% of US stocks

Return on assets
7.6%

Higher than 87% of US stocks

Dividend yield
1.2%

Higher than 73% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Landstar System, Inc. (LSTR) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Landstar System, Inc. has a market value of $4.8B and an enterprise value of $4.6B.

  • Revenue in the twelve months to 30 June 2026: $5.0B. The latest quarter grew 25.3% year on year.

  • Net income over the same four quarters: $131.7M, a 2.6% net margin.

  • Diluted earnings per share, trailing twelve months: $3.86.

  • Free cash flow in the twelve months to 30 June 2026: $175.6M.

  • Landstar System, Inc. spent $101.7M on share buybacks and $122.8M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 33.9M.

  • Trailing P/E: 30.2×; forward P/E: 19.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.23%, paying out 35% of earnings.

  • Landstar System, Inc. employs 1,300 people — $3.8M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 31 Oct 2026

Data provided by Twelve Data

Peers

LSTR vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelIntegrated Freight & Logistics
CompanyMarket capTKN rank
LSTRLandstar System, Inc.$4.8B72
GXOGXO Logistics, Inc.$5.8B60
PBIPitney Bowes, Inc.$2.2B98
CHRWC.H. Robinson Worldwide, Inc.$14.7B75
FDXFFedEx Freight Holding Co., Inc.$18.8B2
JBHTJ.B. Hunt Transport Services, Inc.$20.6B92
EXPDExpeditors International of Washington, Inc.$25.8B98

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Landstar System, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest LSTR news & analysis

Landstar Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Landstar (LSTR)

PRNewsWire · 29 Oct 2026negative

SueWallSt announced a pending investigation into Landstar. The excerpt says the company had been positioned as an earnings-beat candidate before its October 27 report, but fell short of analyst expectations on earnings and its shares dropped.

Why it matters — The investigation notice and the reported earnings shortfall and share decline are relevant developments for investors following LSTR.

Landstar System's Big Drop Makes Sense Here

Seeking Alpha · 29 Oct 2026negative

Seeking Alpha reaffirmed a 'Sell' view on Landstar, citing valuation concerns and macroeconomic headwinds despite Q3 revenue rising 25.4% year over year to $1.52 billion. It noted that one-time factors boosted net profit, adjusted EPS growth was more modest, and operating cash flow declined.

Why it matters — LSTR watchers may weigh strong reported revenue against less robust adjusted earnings and lower operating cash flow.

LSTR Q3 Earnings Beat Estimates on Strong Freight Pricing

Zacks Investment Research · 29 Oct 2026positive

Landstar reported Q3 2026 earnings and revenue above estimates, supported by strong truck pricing and higher freight volumes, despite pressure from insurance costs.

Why it matters — The results show how pricing, freight volumes, and insurance costs affected Landstar’s quarterly performance.

Why Landstar System Stock Crashed After Earnings

The Motley Fool · 28 Oct 2026negative

Landstar missed earnings expectations in Q3, despite more than doubling its profits. The article attributes the stock’s decline to investor expectations and a valuation it describes as too high.

Why it matters — LSTR watchers may note the contrast between profit growth and the earnings miss, as well as the article’s view that expectations had already pushed the stock beyond its worth.

Landstar System, Inc. (LSTR) Q3 2026 Earnings Call Transcript

Seeking Alpha · 28 Oct 2026neutral

Seeking Alpha published a transcript of Landstar System’s Q3 2026 earnings call, held October 27, 2026, featuring company executives and analysts.

Why it matters — The transcript provides a record of management’s quarterly call and the topics discussed with analysts, though the excerpt contains no financial results or substantive discussion.

FAQ

Frequently asked questions about LSTR stock

What is the LSTR stock price forecast for 2026-2027?

The 17 Wall Street analysts covering Landstar System, Inc. have a median 12-month price target of $182, with estimates ranging from $145 to $215. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LSTR stock a buy right now?

Of the 17 analysts covering Landstar System, Inc., 4 rate it a Buy, 11 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Landstar System, Inc. 72 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LSTR?

As at 31 Oct 2026, Landstar System, Inc. ranks 72 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (81 of 100).

Will LSTR stock go up?

No one can know that. What the data says: the median 12-month target from 17 analysts implies +27.5% from the last close, and Ticker Nerd's factor model ranks Landstar System, Inc. 72 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LSTR stock forecast for 2030?

No analyst covering Landstar System, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LSTR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $145 to $215 over the next 12 months.

How has LSTR stock performed over the past year?

Landstar System, Inc. returned +16.7% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Landstar System, Inc. do?

Landstar System, Inc. is a transportation and logistics company that provides integrated freight management solutions for customers across North America and select international markets.

What is the latest news on LSTR?

The most recent item we track (PRNewsWire, 29 Oct 2026): "Landstar Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Landstar (LSTR)". SueWallSt announced a pending investigation into Landstar. The excerpt says the company had been positioned as an earnings-beat candidate before its October 27 report, but fell short of analyst expectations on earnings and its shares dropped.

Company

About Landstar System, Inc.

Landstar System, Inc. is a transportation and logistics company that provides integrated freight management solutions for customers across North America and select international markets. Landstar System, Inc. operates through an asset-light model that relies on independent agents, third-party capacity providers, and owner-operators to arrange truckload, less-than-truckload, intermodal, expedited, air, ocean, and specialized transportation services. The company also offers customs brokerage and risk and claims management through its Insurance segment. Its services support a broad range of industries, including automotive, retail, manufacturing, chemicals, food, and heavy equipment, making it an important provider of flexible capacity and supply chain coordination in the logistics market.

CEO Mr. Frank A. Lonegro · 1,300 employees · United States · https://www.landstar.com