Landstar (LSTR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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]