Equity Profile

LSTR

Landstar System, Inc.

IndustrialsCargo Ground Transportation$6.4B

Jul28Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Landstar System, Inc. (LSTR) operates in the cargo ground transportation sector, providing logistics services through a network of independent agents and third-party capacity providers....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability, and investors will be looking for signs of growth or stability.

N/A

Revenue Growth

Revenue growth will indicate how well Landstar is managing demand in the transportation sector, especially with ongoing economic shifts.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

LSTR Q2-2026 Earnings Preview

Context

Company Snapshot

Landstar System, Inc. (LSTR) operates in the cargo ground transportation sector, providing logistics services through a network of independent agents and third-party capacity providers. As e-commerce and consumer spending continue to evolve, Landstar plays a crucial role in ensuring goods are transported efficiently across the country.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-6.44%

Avg Stock Reaction

-0.43%

Last Quarter Recap

In Q1-2026, Landstar reported an EPS of $1.16, exceeding estimates by 4.22%. The stock reacted positively, gaining 1.27% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Landstar's upcoming earnings are mixed, with no consensus estimates available. Investors are keen to see if the company can maintain its profitability in a challenging economic environment.

Bull Case

The optimistic view hinges on strong demand for logistics services, which could lead to better-than-expected revenue and EPS growth, potentially driving the stock higher.

Bear Case

Conversely, if the company reports disappointing earnings or guidance, it could signal ongoing challenges in the transportation sector, leading to a negative reaction in the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be, and how does it compare to previous quarters?

The EPS figure will be crucial in determining the company's profitability and could significantly influence investor sentiment.

What is the outlook for revenue growth in the coming quarters?

Understanding the revenue outlook will provide insights into Landstar's ability to navigate market challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Landstar's ability to capitalize on e-commerce growth, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

Historical data shows that Landstar has often exceeded EPS estimates when demand is strong.

The options market is pricing in a significant move, indicating that traders expect volatility, which could be driven by positive news.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on Landstar's ability to sustain profitability amidst economic fluctuations and changing consumer behaviors.

Bull Confirmed If

An EPS of $1.20 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.00 would confirm the bear case, suggesting ongoing challenges in the transportation sector.

Pre-Earnings Positioning

Options Market

Implied Move

±6.46%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±6.5% while LSTR has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

30.9%

Calls (2K)P/C Ratio: 1.00Puts (100)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +1.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Landstar beats expectations, history suggests the stock could rise by around 0.12% on average, confirming positive market sentiment.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience muted movement as investors reassess their outlook.

Miss

If Landstar misses expectations, history suggests a potential decline of about 0.76%, which could raise concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the logistics sector.
2Updates on cost management strategies and their impact on margins.
3Insights into customer retention and acquisition efforts.
4Details on operational efficiencies and capacity utilization.
5Any guidance on future revenue expectations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Landstar System, Inc. (LSTR) operates in the cargo ground transportation sector, providing logistics services through a network of independent agents and third-party capacity providers....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability, and investors will be looking for signs of growth or stability.

N/A

Revenue Growth

Revenue growth will indicate how well Landstar is managing demand in the transportation sector, especially with ongoing economic shifts.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

LSTR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-6.44%

Avg Stock Reaction

-0.43%

Last Quarter Recap

In Q1-2026, Landstar reported an EPS of $1.16, exceeding estimates by 4.22%. The stock reacted positively, gaining 1.27% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

The optimistic view hinges on strong demand for logistics services, which could lead to better-than-expected revenue and EPS growth, potentially driving the stock higher.

Bear Case

Conversely, if the company reports disappointing earnings or guidance, it could signal ongoing challenges in the transportation sector, leading to a negative reaction in the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be, and how does it compare to previous quarters?

The EPS figure will be crucial in determining the company's profitability and could significantly influence investor sentiment.

What is the outlook for revenue growth in the coming quarters?

Understanding the revenue outlook will provide insights into Landstar's ability to navigate market challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Landstar's ability to capitalize on e-commerce growth, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

Historical data shows that Landstar has often exceeded EPS estimates when demand is strong.

The options market is pricing in a significant move, indicating that traders expect volatility, which could be driven by positive news.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on Landstar's ability to sustain profitability amidst economic fluctuations and changing consumer behaviors.

Bull Confirmed If

An EPS of $1.20 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.00 would confirm the bear case, suggesting ongoing challenges in the transportation sector.

Pre-Earnings Positioning

Options Market

Implied Move

±6.46%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±6.5% while LSTR has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

30.9%

Calls (2K)P/C Ratio: 1.00Puts (100)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Landstar beats expectations, history suggests the stock could rise by around 0.12% on average, confirming positive market sentiment.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience muted movement as investors reassess their outlook.

Miss

If Landstar misses expectations, history suggests a potential decline of about 0.76%, which could raise concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the logistics sector.
2Updates on cost management strategies and their impact on margins.
3Insights into customer retention and acquisition efforts.
4Details on operational efficiencies and capacity utilization.
5Any guidance on future revenue expectations.