Wall Street analyst estimates for Landstar System, Inc. (LSTR): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Landstar System, Inc. delivers comprehensive logistics and transportation solutions, operating across North America (U.S., Canada, and Mexico) and globally. The company's operations are divided into two main divisions: Transportation Logistics and Insurance. The core Transportation Logistics segment offers an extensive range of freight movement options.
Consensus price target
$200.40 (+40 % vs price $142.70)
between $175.00 and $230.00 · 7 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $5.6B | $5.3B – $5.8B | $5.94 | 13 |
| 2027E | $6.3B | $5.9B – $6.8B | $7.69 | 13 |
| 2028E | $6.9B | $6.4B – $7.2B | $8.76 | 6 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 4 |
| Hold | 26 |
| Sell | 3 |
| Strong Sell | 0 |
| Total analysts | 33 |
| Avg rating (−2 sell to +2 buy) | 0.03 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-10-27 | $1.67 | ||
| 2026-07-28 | $1.44 | $1.49 | -3.4% |
| 2026-04-28 | $1.16 | $1.11 | +4.5% |
| 2026-01-28 | $0.70 | $1.19 | -41.2% |
| 2025-10-28 | $1.22 | $1.24 | -1.6% |
| 2025-07-29 | $1.20 | $1.16 | +3.4% |
| 2025-05-13 | $0.85 | $0.93 | -8.1% |
| 2025-01-29 | $1.31 | $1.35 | -3.0% |
Valuation Ratios
| P/E Ratio | 36.97 |
| Price / Book | 5.72 |
| EV / EBITDA | 18.02 |
| Dividend Yield | 2.60% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.17B | $3.65B | $4.62B | $4.09B | $4.14B | $6.54B | $7.44B | $5.31B | $4.83B | $4.74B |
| Cost of Revenue | $2.47B | $2.87B | $3.65B | $3.21B | $3.28B | $5.22B | $5.93B | $4.18B | $3.86B | $4.12B |
| Gross Profit | $696.2M | $781.2M | $973.3M | $881.8M | $855.8M | $1.32B | $1.51B | $1.13B | $974.9M | $621.6M |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | $35.0M | $34.0M | 0 |
| Selling, General & Admin | $407.4M | $468.0M | $566.2M | $501.2M | $495.8M | $728.5M | $836.1M | $674.5M | $610.5M | $390.0M |
| Operating Expenses | $472.9M | $537.2M | $641.6M | $582.9M | $602.8M | $814.6M | $938.8M | $786.8M | $726.0M | $451.6M |
| Operating Income | $223.3M | $244.0M | $331.7M | $298.9M | $252.9M | $505.7M | $571.1M | $344.1M | $248.9M | $170.1M |
| EBITDA | $255.6M | $283.8M | $374.3M | $342.4M | $326.9M | $553.4M | $625.6M | $397.7M | $304.0M | $198.0M |
| Interest Expense | $3.8M | $3.2M | $3.4M | $3.1M | $4.0M | $4.0M | $3.6M | 0 | 0 | $996,000 |
| Pre-tax Income | $219.5M | $240.8M | $328.4M | $295.8M | $249.0M | $501.7M | $567.5M | $348.1M | $254.3M | $150.6M |
| Income Tax | $82.1M | $63.8M | $73.2M | $68.1M | $56.9M | $120.2M | $136.5M | $83.7M | $58.4M | $35.6M |
| Net Income | $137.3M | $177.1M | $255.3M | $227.7M | $192.1M | $381.5M | $430.9M | $264.4M | $195.9M | $115.0M |
| EPS | $3.26 | $4.22 | $6.19 | $5.72 | $4.98 | $10.12 | $11.99 | $7.36 | $5.51 | $3.31 |
| EPS (Diluted) | $3.25 | $4.21 | $6.18 | $5.72 | $4.98 | $9.98 | $11.76 | $7.36 | $5.51 | $3.31 |
| Shares Outstanding (Diluted) | 42.2 M | 42.0 M | 41.3 M | 39.8 M | 38.6 M | 38.2 M | 36.6 M | 35.9 M | 35.5 M | 34.7 M |
Price
| Price | $142.70 (closing price, October 30, 2026) |
| Market Cap | $4.8B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Industrials · Integrated Freight & Logistics
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