LSTR

Landstar SystemB

Nasdaq / Transportation

At close

2026-06-18

View Chart

AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$198.00

-4.5% vs current

Most likely

Base case

45%

Probability

Target price

$174.00

-16.1% vs current

B-

Bear case

30%

Probability

Target price

$150.00

-27.7% vs current

AI sentiment snapshot

Latest data as of 2026-04-29

AI commentary

Tone is modestly constructive but still tentative. The company source confirmed a cleaner quarter with better revenue, EPS, variable contribution, BCO utilization, and April pricing, while MarketBeat and Benzinga supplied the missing post-print context: consensus beat framing, a roughly 2%-3% immediate share-price gain, and several target increases without broad rating upgrades. Because the target revisions still cluster near the trading price and formal 2Q guidance was not provided, the signal is best treated as cautious post-earnings improvement rather than a strong rerating thesis.

RankAlpha Sentiment Codex - 2026-04-29

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-06eventPost-earnings reset after Q1 beat, margin recovery, and initial target raisesMedium impact

Landstar reported 1Q26 revenue of $1.171 billion and EPS of $1.16, with gross profit up 14.5%, variable contribution up 6.7%, and operating income up 35.1% year over year. MarketBeat showed EPS beat consensus by $0.05 and revenue beat by $28.28 million, while Benzinga reported LSTR rose about 2.4% on April 29 and several analysts raised price targets after the print. [#8-K-2026-04-28]

2026-06-09catalystBalance-sheet strength and capital return support downside while cycle healsMedium impact

Landstar exited 1Q26 with about $411 million of cash and short-term investments, generated $78 million of operating cash flow, repurchased $22.6 million of stock in the quarter, and declared a $0.40 quarterly dividend payable June 9, 2026. That does not create growth by itself, but it gives management flexibility if freight recovery remains gradual. [#8-K-2026-04-28]

2026-06-30catalystApril pricing strength could carry into 2Q despite only flat loadsMedium impact

Landstar's 1Q26 slide deck said April truck loads were approximately equal to April 2025, while April truck revenue per load was approximately 13% above April 2025 and significantly above typical March-to-April historical trends. If pricing holds into May and June, investors may look through still-muted volume and underwrite a cleaner freight-cycle recovery. [#8-K-2026-04-28]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-29 • Updated nightlySource: Internal modelMethodology