Landstar System, Inc. (LSTR): one to watch?

Watch, not buy — an EPS miss from rising insurance/claims costs and no Q3 guidance, not a broken business, but margins are genuinely under pressure.

👀 WATCH Fundamentals62/100

Fell 21% in 8 trading day(s) — now $169.34

Why LSTR dropped

LSTR reported Q2 2026 earnings on July 28: revenue beat estimates ($1.43B vs $1.34B expected) but EPS of $1.44 missed the $1.49 consensus, and the stock fell because of rising insurance/claims costs and because management withheld formal Q3 guidance, citing "a volatile litigation environment" and uncertain freight/claims trends.

Fwd P/E 22.2Op margin 4.6%Rev growth 18.1%Debt/equity 16.6%Analyst upside 15.1%

How this scored 62/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 2.6%

✅ Generates cash Free cash flow $97M

✅ Not drowning in debt Debt/equity 16.6% (limit 200%)

✅ Can pay its bills Current ratio 1.8 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 7/25

Operating margin 4.6% 2/9

Net profit margin 2.6% 1/8

Return on equity 15.0% 4/8

Growth Is it getting bigger, or dying? 21/25

Revenue growth 18.1% 7/9

Earnings growth 20.1% 6/8

Expected profit change 96.7% 8/8

Value Is it cheap right now? 13/25

Forward P/E 22.2 6/10

PEG ratio 1.3 5/8

Analyst target upside 15.1% 2/7

Balance sheet Will it survive? 21/25

Debt / equity 16.6% 10/10

Current ratio 1.8 4/8

Free cash flow $97M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-31. Research only — not financial advice.