• The consensus price target for Landstar System, Inc. (NASDAQ:LSTR) has decreased over the past year, but Deutsche Bank maintains a positive outlook with a higher target.
• Landstar reported a second-quarter EPS of $1.20, surpassing expectations but showing a decrease from the previous year.
• Despite a challenging freight transportation environment, the company's revenue and truck revenue per load saw increases, indicating strong operational capabilities.

Landstar System, Inc. (NASDAQ:LSTR) is a leading entity in the transportation management industry, providing a wide array of services across North America and internationally. The company operates through two primary segments: Transportation Logistics and Insurance, catering to various industries such as automotive and military equipment with comprehensive solutions including truckload transportation and air cargo services.

The consensus price target for Landstar has observed a downward trend over the past year, moving from $144.09 to $130. Despite this, Deutsche Bank has set a price target of $182, indicating a positive outlook for the company's future growth prospects.

Landstar's recent financial performance has been mixed. The company reported a second-quarter earnings per share (EPS) of $1.20, surpassing the Zacks Consensus Estimate of $1.16. However, this represents a decrease from the $1.48 per share reported in the same quarter last year. Despite the year-over-year decline, the company exceeded market expectations, showcasing its operational efficiency.

The company's revenue for the second quarter of 2025 was $1.211 billion. President and CEO Frank Lonegro highlighted a 3.2% sequential increase in truck revenue per load compared to the first quarter of 2025. This performance surpassed typical seasonal expectations, reflecting the company's strong operational capabilities amidst a challenging freight transportation environment.

As Landstar prepares to release its third-quarter earnings, analysts predict a decline in earnings. The company reportedly lacks the necessary combination of factors for an earnings beat. Investors should monitor upcoming earnings reports and industry trends, as these could impact Landstar's operations and stock performance.