Landstar System (LSTR) Beats Q2 Earnings and Revenue Estimates

Company Performance - Landstar System (LSTR) reported quarterly earnings of $1.2 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, but down from $1.48 per share a year ago, indicating an earnings surprise of +3.45% [1] - The company posted revenues of $1.21 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.39%, but down from $1.23 billion year-over-year [2] - Over the last four quarters, Landstar has surpassed consensus EPS estimates just once and topped consensus revenue estimates three times [2] Stock Performance - Landstar shares have declined approximately 17.8% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.35 on revenues of $1.24 billion, and for the current fiscal year, it is $4.86 on revenues of $4.85 billion [7] Industry Outlook - The Transportation - Truck industry, to which Landstar belongs, is currently ranked in the bottom 13% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Landstar's stock performance [5][6]