Equipment RevenueLSTR could benefit from increased revenue in unsided/platform equipment, given the spring seasonal bump and potential pull forward of heavy goods exposed to tariffs.
Load VolumeThe number of loads hauled via truck exceeded the high end of the guidance, marking the first time in at least 15 years where the number of loads hauled in 1Q exceeded the fourth quarter.
Revenue PerformanceThe company's first quarter revenue was above original expectations and better than the mid-point of the guidance range provided on the fourth quarter earnings call.