Landstar System (NASDAQ:LSTR) Issues Q4 2025 Earnings Guidance

22 Jan 2026, 03:38 by Sarita Garza · The Markets Daily

Landstar System (NASDAQ:LSTR – Get Free Report) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided EPS guidance of 0.700-0.700 for the period, compared to the consensus EPS estimate of 1.230. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion.

Landstar System Price Performance

NASDAQ LSTR traded up $5.96 during trading hours on Wednesday, reaching $157.06. The company’s stock had a trading volume of 447,275 shares, compared to its average volume of 362,544. The firm has a market capitalization of $5.40 billion, a price-to-earnings ratio of 40.07 and a beta of 0.84. The company’s 50-day moving average is $140.92 and its two-hundred day moving average is $134.30. The company has a debt-to-equity ratio of 0.05, a current ratio of 2.01 and a quick ratio of 2.01. Landstar System has a 1-year low of $119.32 and a 1-year high of $179.66.

Landstar System (NASDAQ:LSTR – Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The transportation company reported $1.22 EPS for the quarter, missing the consensus estimate of $1.24 by ($0.02). The business had revenue of $1.21 billion during the quarter, compared to analyst estimates of $1.21 billion. Landstar System had a net margin of 2.87% and a return on equity of 17.24%. The firm’s revenue for the quarter was down .7% on a year-over-year basis. During the same period in the previous year, the business posted $1.41 earnings per share. On average, equities analysts predict that Landstar System will post 6.1 EPS for the current year.

Landstar System Announces Dividend

The business also recently declared an annual dividend, which will be paid on Wednesday, January 21st. Investors of record on Tuesday, January 6th will be issued a $2.00 dividend. This represents a yield of 134.0%. The ex-dividend date of this dividend is Tuesday, January 6th. Landstar System’s payout ratio is presently 40.82%.

Analysts Set New Price Targets

Several research analysts recently weighed in on LSTR shares. Weiss Ratings restated a “sell (d+)” rating on shares of Landstar System in a research report on Monday, December 29th. UBS Group lowered their target price on Landstar System from $149.00 to $147.00 and set a “neutral” rating on the stock in a report on Wednesday, October 29th. Wells Fargo & Company raised Landstar System from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $145.00 to $170.00 in a report on Tuesday, January 6th. Zacks Research upgraded Landstar System from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Finally, JPMorgan Chase & Co. upped their target price on Landstar System from $134.00 to $162.00 and gave the company a “neutral” rating in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $153.00.

Get Our Latest Stock Analysis on Landstar System

Hedge Funds Weigh In On Landstar System

A number of hedge funds have recently modified their holdings of LSTR. Boston Partners raised its holdings in shares of Landstar System by 24.1% in the 3rd quarter. Boston Partners now owns 1,761,526 shares of the transportation company’s stock valued at $216,242,000 after purchasing an additional 341,808 shares in the last quarter. Northern Trust Corp increased its holdings in Landstar System by 4.3% in the third quarter. Northern Trust Corp now owns 646,691 shares of the transportation company’s stock valued at $79,258,000 after buying an additional 26,905 shares during the last quarter. Qube Research & Technologies Ltd raised its stake in Landstar System by 18.8% in the third quarter. Qube Research & Technologies Ltd now owns 426,064 shares of the transportation company’s stock valued at $52,218,000 after buying an additional 67,310 shares in the last quarter. Bank of America Corp DE lifted its holdings in Landstar System by 9.4% during the 2nd quarter. Bank of America Corp DE now owns 406,872 shares of the transportation company’s stock worth $56,563,000 after buying an additional 34,871 shares during the last quarter. Finally, Invesco Ltd. boosted its position in shares of Landstar System by 1.9% during the 3rd quarter. Invesco Ltd. now owns 405,538 shares of the transportation company’s stock worth $49,703,000 after acquiring an additional 7,644 shares in the last quarter. 97.95% of the stock is currently owned by hedge funds and other institutional investors.

About Landstar System

(Get Free Report)

Landstar System, Inc provides integrated transportation management solutions through a network of independent agents and third-party capacity providers. The company specializes in truckload brokerage, intermodal, air and ocean freight, expedited and heavy-haul services, along with value-added offerings such as cargo insurance, customs brokerage and supply chain management. Landstar’s proprietary technology platform enables real-time load matching, shipment tracking and data analytics to optimize fleet utilization and improve customer service.