Landstar System (LSTR)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-29
$141.37+1.85%
Close 2026-10-29 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-29
Research Workspace
Put LSTR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue growth at or above consensus: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 11% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskLSTR’s robust cash-backed profits and strong recent performance are the core ownership case. Revenue growth accelerated from 2% to 18% to 25%, though Q3 earnings missed. The shares trade at 27× P/E versus a 23× peer median. Expectations look modest versus our view, but the Q3 miss and elevated claim costs pressure profitability. The next-quarter miss probability is 22%. Revenue growth versus consensus needs review, so its standing pillar remains uncertain. Peer multiples imply a price about 9% below where it trades; this read is provisional.
Trailing returns as of 2026-10-29. LSTR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering LSTR (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for LSTR in the last 4 months.
Continue this research
Compare LSTR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LSTR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put LSTR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Enhance operating income and profitability
Q3 earnings miss and elevated claims pressure profitability, but one quarter does not break the thesis.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $141.37
The last 12 months of price, then the range of analyst 12-month targets from today’s $141.37.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Accelerate growth across strategic modes and specialized services
Earnings beat and dividend hike support growth and capital allocation.
Advances: Increase revenue growth
Strong revenue growth supports the growth objective.
Threatens: Increase revenue growth
Missed earnings due to pandemic payments affects revenue growth.