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Landstar Stock Gears Up to Report Q3 Earnings: Is A Beat in Store?

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Key Takeaways

  • Landstar is set to report Q3 2026 results on Oct. 27, with estimates indicating 32.79% earnings growth.
  • LSTR's revenues are projected to rise 23.39%, driven by strength in truck transportation and rail intermodal.
  • Landstar's earnings ESP of 4.84% signals a potential beat, despite weak freight demand and driver shortages.

Landstar System, Inc. (LSTR - Free Report) is scheduled to report third-quarter 2026 results on Oct. 27, after market close.

Landstar has an encouraging earnings surprise history. The company’s earnings have surpassed the Zacks Consensus Estimate in three of the preceding four quarters and missed once, delivering an average beat of 2.13%.

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Let’s see how things are likely to have shaped up for Landstarthis earnings season.

Factors to Note Ahead of LSTR’s Q3 Earnings Release

The Zacks Consensus Estimate for LSTR’s third-quarter 2026 earnings has been revised upward by 1.25% over the past 60 days to $1.62 per share. Moreover, the consensus mark for earnings implies a 32.79% rise from the year-ago actuals. 

Zacks Investment Research Image Source: Zacks Investment Research

The Zacks Consensus Estimate for LSTR’s third-quarter 2026 revenues is pegged at $1.49 billion, indicating 23.39% growth year over year. The top line is likely to have been aided by strength across the majority of its segments. The Zacks Consensus Estimate for truck transportation segment revenues is pegged at $1.36 billion (above our estimate of $1.19 billion), indicating a 25.3% surge from the year-ago reported figure. The Zacks Consensus Estimate for Rail intermodal revenues is pegged at $30.04 million (below our estimate of $31.9 million), indicating a 26.9% uptick from the year-ago reported figure. The Zacks Consensus Estimate for ocean and air-cargo carrier segment revenues is pegged at $57 million (below our estimate of $64.5 million), indicating a 20.8% decline from the year-ago reported figure.

On the flip side, Landstar is being hurt by increase in insurance and claims expense and rising selling, general and administrative expenses. Driver shortage continues to bother the company’s prospects.

What Our Model Says About LSTR

Our proven model predicts an earnings beat for Landstar this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.

Landstar has an Earnings ESP of +4.84% and a Zacks Rank #3 at present.

Landstar System, Inc. Price and EPS Surprise

Landstar System, Inc. Price and EPS Surprise

Landstar System, Inc. price-eps-surprise | Landstar System, Inc. Quote

Highlights of LSTR’s Q2 Earnings

Landstar reported solid second-quarter 2026 results, wherein its earnings and revenues surpassed the Zacks Consensus Estimate and improved year over year.

Quarterly earnings of $1.44 per share beat the Zacks Consensus Estimate of $1.42 by 1.4%. Earnings rose 20% from $1.20 a year earlier. Revenues of $1.43 billion surpassed the consensus mark of $1.32 billion by 8.3% and increased 18.2% year over year. Higher truck rates and modest load growth drove the top line, with truck revenue per load climbing 17% year over year.

Other Stocks to Consider

Old Dominion Freight Line (ODFL - Free Report) has an Earnings ESP of +0.25% and a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. ODFL’s earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 6.71%.

Kirby Corporation (KEX - Free Report) has an Earnings ESP of +1.87% and a Zacks Rank #3 at present. KEX is scheduled to report third-quarter 2026 earnings on Oct. 28.

The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.51% to $1.96 per share over the past 60 days. KEX’s earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 2.86%.  

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