Update shared on22 Oct 2025
Fair value Decreased 1.93%The analyst price target for Landstar System has decreased by $2.64. This reflects analysts' concerns over weak industrial growth, oversupply, and persistent challenges in freight volumes and pricing.
Analyst Commentary
Recent changes in analyst coverage reflect divergent perspectives on Landstar System’s prospects. Adjustments to price targets highlight both confidence and caution in current market conditions.
Bullish Takeaways
- Bullish analysts continue to maintain positive ratings on Landstar System. This indicates confidence in its long-term position despite near-term headwinds.
- Modest upward estimate adjustments by some analysts suggest optimism regarding the company’s ability to navigate challenging freight environments.
- Ongoing cost management initiatives are recognized as a factor supporting operational resilience and the potential for margin preservation.
Bearish Takeaways
- Bearish analysts cite continued oversupply and weak industrial activity as major headwinds that weigh on freight volumes and pricing power.
- Persistent pricing stagnation in the truckload and intermodal segments puts pressure on top-line growth expectations.
- Multiple downward estimate revisions suggest limited visibility and heightened uncertainty for the upcoming quarters.
- Challenging market conditions are expected to impact overall valuation momentum in the near term.
What's in the News
- Landstar System has completed the repurchase of 14,456,225 shares under its buyback program. This accounts for 35.2% of outstanding shares and totals $1.43 billion since the program began in August 2011. (Key Developments)
- Between March 30, 2025 and June 28, 2025, the company repurchased 300,141 shares. This represents 0.86% of shares and totaled $41.94 million. (Key Developments)
Valuation Changes
- Fair Value has decreased from $136.79 to $134.14, reflecting a modest decline in the company's estimated worth.
- Discount Rate has fallen slightly from 7.98% to 7.96%, indicating a marginal change in perceived risk.
- Revenue Growth expectations have declined from 6.32% to 5.94%, suggesting more cautious projections for top-line expansion.
- Net Profit Margin has risen slightly from 4.68% to 4.70%, pointing to minor improvements in expected profitability.
- Future P/E has decreased from 20.40x to 20.15x, indicating a small drop in the company’s forward valuation multiple.
Disclaimer
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