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Hold Rating on Landstar System Amid Decreased Earnings Outlook and Sector Challenges

Hold Rating on Landstar System Amid Decreased Earnings Outlook and Sector Challenges

Benchmark Co. analyst Christopher Kuhn has maintained their neutral stance on LSTR stock, giving a Hold rating on April 11.

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Christopher Kuhn has given his Hold rating due to a combination of factors impacting Landstar System’s financial outlook. The company’s updated guidance for the first quarter indicates a decrease in earnings per share, which is now projected to be lower than previous estimates. This revision is influenced by elevated insurance and claims costs, particularly related to cargo theft and truck accident claims, which are affecting the entire truckload sector.
Additionally, Landstar System is dealing with a significant supply chain fraud incident that could further impact its earnings. Although the company expects a temporary revenue boost from unsided/platform equipment due to seasonal factors, these gains may not be sustainable. The uncertainty surrounding the second quarter’s seasonal build and tariff concerns also contribute to the cautious outlook. As a result, Kuhn has adjusted the earnings estimates for fiscal years 2025 and 2026 downward, maintaining a Hold rating given these uncertainties.

In another report released on April 11, Jefferies also maintained a Hold rating on the stock with a $150.00 price target.

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