Key Takeaways Landstar posted Q4 EPS of $1.24, topping estimates, while revenue fell 2.9% year over year to $1.17. billion.LSTR's operating income fell 48.8% year over year as macro demand stayed weak despite flat truck revenue.Landstar saw rail intermodal revenue jump 30.7%, while ocean and air-cargo revenues declined year over year.Landstar System, Inc.’s (LSTR) ) fourth-quarter 2025 earnings per share (EPS) of $1.24 surpassed the Zacks Consensus Estimate of $1.19 and fell 5.3% year over year. Revenues of ...

JACKSONVILLE, Fla., Feb. 02, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR), a technology-enabled, asset-light provider of integrated transportation management solutions delivering safe, specialized transportation services, has named Ms. Terri Lewis as Chief Human Resources Officer (CHRO), effective February 23, 2026. Lewis has over twenty-five years of human resources leadership experience in both the public and private sectors. Most recently, she served as Chief People Officer at One Call, ...

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. Dive Brief: Landstar System’s operating income fell to $29.6 million in Q4, according to a news release, representing a nearly 49% decline year over year after three crashes sent costs upward. Insurance and claims costs rose to $56 million, which included $11 million for two tragic crashes in Q4, the company said. The line item also involved $5.7 million for c ...

Truist lowered the firm’s price target on Landstar System (LSTR) to $145 from $150 and keeps a Hold rating on the shares after its earnings miss. The company’s Q4 was weighed down by discrete insurance items, but underlying fundamentals have not yet inflected, the analyst tells investors in a research note. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Read More on LSTR: Disclaimer & Disclo ...

Get alerts: Landstar System (NASDAQ:LSTR) executives said challenging freight demand and supply chain uncertainty persisted into the company’s fiscal 2025 fourth quarter, but highlighted improving sequential pricing late in the quarter and continued outperformance in the company’s heavy haul business. Management also detailed several discrete insurance and claims items that weighed on quarterly results and provided an update on technology and artificial intelligence initiatives aimed at supporting Landsta ...

Core Insights - Landstar System (LSTR) reported revenue of $1.17 billion for the quarter ended December 2025, reflecting a year-over-year decline of 2.9% and an EPS of $1.24, down from $1.31 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $1.19 billion, resulting in a surprise of -1.15%, while the EPS exceeded expectations by 4.2% [1] Financial Performance Metrics - Total number of loads was 487,720, slightly below the three-analyst average estimate of 488,684 [4] - Revenue per load for ocean and air cargo carriers was $7,813, significantly lower than the estimated $9,749.34 [4] - Revenue from rail intermodal increased by 30.7% year-over-year to $23.98 million, surpassing the average estimate of $19.73 million [4] - Truck transportation revenue was reported at $1.08 billion, matching analyst estimates but showing a slight decline of 0.2% year-over-year [4] - Revenue from ocean and air cargo carriers dropped by 40.2% year-over-year to $52.74 million, compared to the average estimate of $76.75 million [4] - Investment income was reported at $3.07 million, exceeding the average estimate of $2.71 million, but reflecting a year-over-year decline of 19.8% [4] Stock Performance - Shares of Landstar have returned +4.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Freight broker Landstar System said strength in flatbed demand largely offset a still soft dry van truckload market during the fourth quarter. However, revenue per load trends outpaced typical seasonality in December and so far in January. Landstar (NASDAQ: LSTR) reported adjusted fourth-quarter earnings per share of 75 cents after the market closed on Wednesday. The result was 56 cents worse year over year. The number included $22 million (49 cents per share) in unfavorable claims activity from separate ...

分组1 - Landstar System reported quarterly earnings of $1.24 per share, exceeding the Zacks Consensus Estimate of $1.19 per share, but down from $1.31 per share a year ago, resulting in an earnings surprise of +4.20% [1] - The company posted revenues of $1.17 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.15%, compared to $1.21 billion in the same quarter last year [2] - Landstar shares have increased approximately 5.6% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.15 on revenues of $1.18 billion, and for the current fiscal year, it is $5.55 on revenues of $5.08 billion [7] - The Zacks Industry Rank for Transportation - Truck is currently in the bottom 5% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8] - Landstar's Zacks Rank is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6]

Landstar System (NasdaqGS:LSTR) Q4 2025 Earnings call January 28, 2026 04:30 PM ET Company ParticipantsAndrew Cox - Research Associate IIFrank Lonegro - President and CEOJason Seidl - Managing DirectorJim Applegate - VP 2 and Chief Corporate Sales, Strategy, and Specialized Freight OfficerJim Todd - VP 1 and CFOMatt Miller - VP 3 and Chief Safety and Operations OfficerPaul Stoddard - VP of Equity ResearchStephanie Moore - SVP of Equity ResearchConference Call ParticipantsBascome Majors - Senior Equity Resea ...

Landstar System (NasdaqGS:LSTR) Q4 2025 Earnings call January 28, 2026 04:30 PM ET Company ParticipantsAndrew Cox - Research Associate IIFrank Lonegro - President and CEOJason Seidl - Managing DirectorJim Applegate - VP 2 and Chief Corporate Sales, Strategy, and Specialized Freight OfficerJim Todd - VP 1 and CFOMatt Miller - VP 3 and Chief Safety and Operations OfficerPaul Stoddard - VP of Equity ResearchStephanie Moore - SVP of Equity ResearchConference Call ParticipantsBascome Majors - Senior Equity Resea ...