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Landstar System (LSTR)
NASDAQ:LSTR
Earnings Data
Report Date
Jul 29, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.18Last Year’s EPS
1.48Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 13, 2025
|% Change Since: -4.03%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a mix of positive and negative aspects. While there were successful developments in specific areas like heavy-haul services and cash flow management, the company faced significant challenges with supply chain fraud and increased insurance costs. The decline in BCO truck count and EPS below guidance also contributed to a cautious outlook.Company Guidance
During Landstar System Incorporated's 2025 first quarter earnings call, several key metrics were highlighted. The number of loads hauled via truck was 1.2% below the first quarter of 2024, which was slightly better than anticipated as it was above the high end of their guidance range. Revenue per truckload was 0.6% below the previous year, within the lower half of the guidance range, while heavy-haul revenue increased by 6% year-over-year, driven by a 3% increase in both volume and revenue per load. The company also faced challenges, such as a $4.8 million pre-tax charge due to a supply chain fraud and elevated insurance and claims costs, which reached 9.3% of BCO revenue, significantly higher than the historical average of 4.9%. Despite these hurdles, Landstar reported deploying $61 million toward share buybacks and declared an 11% increase in their regular quarterly dividend. The balance sheet remained strong, with cash and short-term investments totaling $473 million at the end of the quarter.Heavy-Haul Revenue Growth
Landstar's heavy-haul service generated approximately $113 million in revenue during the 2025 first quarter, a 6% increase over the 2024 first quarter, driven by a 3% increase in revenue per load and a 3% increase in volume.
Truck Load Exceeded Guidance
The number of loads hauled via truck exceeded the high end of Landstar's guidance, marking the first time in at least 15 years where the first quarter loads exceeded the fourth quarter.
Increase in Dividend
Landstar announced an 11% increase in its regular quarterly dividend compared to the previous three quarters.
Strong Cash Position
The company ended the quarter with $473 million in cash and short-term investments and returned significant capital to shareholders with $83 million in dividends and approximately $61 million in share repurchases.
Safety Performance
Landstar reported an accident frequency rate of 0.69 DOT reportable accidents per million miles during the 2025 first quarter, well below the last available national average.
LSTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LSTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2025 | $143.40 | $139.81 | -2.50% |
Jan 29, 2025 | $172.05 | $166.10 | -3.46% |
Oct 29, 2024 | $177.19 | $173.76 | -1.94% |
Jul 30, 2024 | $189.88 | $186.33 | -1.87% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Landstar System (LSTR) report earnings?
Landstar System (LSTR) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Landstar System (LSTR) earnings time?
Landstar System (LSTR) earnings time is at Jul 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LSTR EPS forecast?
LSTR EPS forecast for the fiscal quarter 2025 (Q2) is 1.18.