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Landstar System (LSTR)
NASDAQ:LSTR
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.13Last Year’s EPS
0.95Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects a balanced mix of notable operational strengths and meaningful near-term challenges. Positive takeaways include record heavy haul performance (FY and Q4), resilient variable contribution margin, strong cash generation, active capital returns, meaningful AI and technology investments, improving BCO turnover and above-seasonal sequential pricing. Offsetting these positives were material increases in insurance and claims expense (including discrete charges and reserve increases), a sizable decline in gross profit and margin, modest revenue contraction in key segments and some fleet headwinds. Management emphasized preparedness, continued investment in technology/AI and a strong balance sheet, but the discrete claim-driven earnings pressure and softer revenue mix temper near-term outlook.Company Guidance
Heavy Haul Record and Quarterly Surge
FY2025 heavy haul revenue set a new record of $569 million (≈14% above FY2024). In Q4 heavy haul revenue was approximately $170 million, up ~23% YoY; heavy haul loadings increased ~7% YoY and revenue per heavy haul load rose ~16% YoY.
Strong Cash Generation and Capital Returns
Cash & short-term investments of $452 million at quarter end; operating cash flow for FY2025 was $225 million. During FY2025 the company returned capital via approximately $180 million in share repurchases (≈1.3M shares) and $125 million in dividends; Board declared $0.40 quarterly dividend.
Resilient Variable Contribution Margin
Variable contribution was $166 million in Q4 (vs $166.5M prior-year Q4). Variable contribution margin improved to 14.1% of revenue in Q4 2025 from 13.8% in Q4 2024, demonstrating resilience in the core variable economics.
AI and Technology Investment
Company is dedicating ~50% of 2026 IT CapEx to AI enablement and solutions (contact center AI, agent portal with embedded agentic AI, pricing tools, fraud detection, BCO retention tools), positioning technology as a growth and efficiency driver.
Operational Safety Performance
Accident frequency rate of 0.59 DOT-reportable accidents per million miles in FY2025, slightly better than the company’s trailing 5-year average (0.61) and well below the latest national average cited (FMCSA 2021), reinforcing safety as a competitive differentiator.
Improving BCO Turnover and Recruitment Trends
Trailing 12-month BCO turnover improved to 31.4% at FY2025 year-end from 34.5% a year earlier. Gross truck adds were up ~8.9% YoY in Q4 and gross cancels were down ~5.1% YoY; net truck count decline moderated to -104 trucks in the quarter vs -184 in prior-year quarter.
Sequential Pricing Outperformance
Overall truck revenue per load increased ~1.5% sequentially in Q4 versus Q3 2025, outperforming pre-pandemic seasonal expectations (typical ~1% seasonal increase), and truck revenue per load rose ~1% YoY in Q4 (number of loads down ~1%).
Diversified Customer Base
Business remains highly diversified with over 20,000 customers and no single customer contributing more than 8% of revenue in FY2025; aggregate revenue across the top-5 commodity categories increased ~2% YoY.
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 |
|---|---|---|---|
Jan 21, 2026 | $157.06 | $157.84 | +0.50% |
Oct 28, 2025 | $127.28 | $122.45 | -3.79% |
Jul 29, 2025 | $135.23 | $130.77 | -3.30% |
May 13, 2025 | $140.60 | $137.08 | -2.50% |
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 Apr 28, 2026, After Close (Confirmed).
What is Landstar System (LSTR) earnings time?
Landstar System (LSTR) earnings time is at Apr 28, 2026, After Close (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 2026 (Q1) is 1.13.