Wall Street is in the grip ofdisruption worries from AI. It first started with ​investorsdumping shares of software companies but soon spread to sectorsseen as vulnerable to automation, driving sharp losses in U.S.stocks this week.The AI scare ‌trade did not spare even sectors such asprivate credit, real estate brokers, data analytics, legalservices and ​insurers.Global tech stocks took the hit after Anthropic unveiled alegal AI plug-in. But soon the investor unease ⁠deepenedfollowing a flurry of AI model u ...

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]

Financial Data and Key Metrics Changes - Truck transportation revenue in Q4 2025 was nearly flat year-over-year, with total revenue decreasing approximately 1% year-over-year when excluding certain items [11][12] - Heavy haul revenue set a new record of $569 million in FY 2025, approximately 14% above the previous year's record [8] - Gross profit for Q4 2025 was $85.6 million, down from $109.4 million in Q4 2024, with a gross profit margin of 7.3% compared to 9% in the prior year [36][38] Business Line Data and Key Metrics Changes - Heavy haul service revenue increased by 23% year-over-year in Q4 2025, with loadings up approximately 7% and revenue per load up 16% [15][31] - Non-truck transportation service revenue decreased by approximately $30 million, or 28%, compared to Q4 2024 [31] - Revenue per load on unsided platform equipment increased by 7.5% year-over-year, while van revenue per load decreased by 3.4% [28] Market Data and Key Metrics Changes - The freight environment in Q4 2025 was characterized by soft demand, with the ISM Index below 50 throughout the quarter [16] - The number of loads hauled via truck was down approximately 1% year-over-year, offset by a 1% increase in truck revenue per load [17] - Revenue hauled on behalf of other truck transportation companies was 15% below Q4 2024, indicating accessible capacity in the marketplace [35] Company Strategy and Development Direction - The company focuses on five key priorities: accelerating the model, executing growth strategy, managing risk, leveraging financial strength, and enhancing support [7] - Investment in AI solutions is a significant part of the strategy, with approximately 50% of the IT CapEx budget for 2026 dedicated to AI enablement [10][22] - The company aims to enhance its technology offerings to support agents and BCOs, improving efficiency and decision-making [20][23] Management's Comments on Operating Environment and Future Outlook - Management noted that the freight recession has lasted longer than expected, but they remain optimistic about leveraging their strong network and strategic initiatives [5][11] - The company will provide revenue commentary for Q1 2026 instead of formal guidance due to the uncertain operating environment [44] - Management expressed confidence in the potential for fleet growth in 2026 if the rate environment improves [72] Other Important Information - The company returned approximately $261 million to shareholders through share repurchases and $245 million in cash dividends over the past two years [10] - The accident frequency rate was reported at 0.59 DOT reportable accidents per million miles, below the national average [25] - The effective income tax rate for Q4 2025 was 18.3%, down from 21.4% in Q4 2024, due to favorable resolutions of state tax matters [42] Q&A Session Questions and Answers Question: Impact of recent storms on BCO utilization - Management acknowledged challenges due to storms affecting loads but expressed optimism about recovery as weather conditions improve [49][51] Question: AI's role in improving bidding processes - Management highlighted that their AI strategy focuses on enabling agents to work more efficiently rather than reducing costs, differentiating their approach from competitors [54][55] Question: BCO count trends and retention - Management noted a slight decline in BCO count but emphasized improvements in retention and recruitment processes, expecting growth in 2026 if rates improve [66][70]