LS

Landstar System Inc.

LSTR · Landstar System Inc. · Industrials

Up next day
3/12
25%
Fell despite growth
0/12
Good earnings ignored
Avg earnings move
±1.7%
typical swing on earnings
Price when beating
-1.0%
avg over 7 beats
Biggest single move
-3.8%
'25.9 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 2 of 7 beats (29%)
Reaction is erratic and hard to predict
Avg -1.0% on a beat, -1.4% on a miss
vs Industrials sector avg (197 peers)
This
-1.2%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 27After close
'26.6 expectedEst. EPS $1.65
Quarter ended 3/2026
Reported 2026-04-28
Next-day move
+1.2%
After 5 days -1.1%
vs Consensus$1.12$1.16+3.2% beat
EPS
$1.16
YoY +22%
Revenue
$1.2B
YoY +2%
Next-Q guidance
N/A
Price around earnings
+21% run-up before

Earnings trend · last 12 quarters

EPS$1.16YoY +22%
'23.7'26.3
Revenue$1.2BYoY +2%
'23.7'26.3

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
9x75%
Good earnings ignored
good · down ↓
0x
← Weak earningsStrong earnings →

Weak earnings, price down — reacts honestly to earnings · 9 of 12q (75%)

Community · LSTR

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