LSTR Earnings

LSTR reported its earnings on 2026-04-28, showcasing a revenue of against an estimate of 1.18B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.11 by 0%. The stock experienced a 1.2% price change on the earnings day and a -3.03% change over the next five days, reflecting market reactions to the results.

Following LSTR's earnings announcement on 2026-04-28, the stock price moved by 1.2% on the day of the release. Over the subsequent five days, it saw a -3.03% change. Historically, LSTR's stock price tends to shift by an average of -0.77% in the 10 days leading up to earnings and -0.36% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate LSTR's annual revenue to reach 1.28B, while the EPS is projected at 1.36. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between LSTR's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LSTR's stock price typically moves by -0.77% in the 10 days before its earnings and -0.36% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.36 and revenue of 1.28B.

The earnings call summary indicates several positive factors: strong heavy haul revenue growth, increased operating income, and a significant AI investment plan. The Q&A highlights optimism in BCO recruitment, AI initiatives, and regulatory compliance, despite some market challenges. The company's proactive approach to cargo theft and fraud, along with a robust capital return strategy, further supports a positive outlook. Although non-truck transportation revenue declined, the overall sentiment leans positive, suggesting a potential stock price increase of 2% to 8% in the coming weeks.