Landstar System (LSTR) reported $1.17 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 2.9%. EPS of $1.24 for the same period compares to $1.31 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.19 billion, representing a surprise of -1.15%. The company delivered an EPS surprise of +4.2%, with the consensus EPS estimate being $1.19.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Landstar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of loads - Total: 487,720 versus the three-analyst average estimate of 488,684.
- Number of loads - Ocean and air cargo carriers: 6,750 versus the three-analyst average estimate of 7,846.
- Revenue per load - Ocean and air cargo carriers: $7,813.00 versus $9,749.34 estimated by three analysts on average.
- Revenue per load - Rail Intermodal: $2,994.00 compared to the $2,768.87 average estimate based on three analysts.
- Investment income: $3.07 million versus the five-analyst average estimate of $2.71 million. The reported number represents a year-over-year change of -19.8%.
- Revenue: $1.17 billion compared to the $1.2 billion average estimate based on five analysts. The reported number represents a change of -2.9% year over year.
- Revenue- Other: $19.49 million versus the four-analyst average estimate of $19.75 million. The reported number represents a year-over-year change of -11.4%.
- Revenue- Rail Intermodal: $23.98 million compared to the $19.73 million average estimate based on three analysts. The reported number represents a change of +30.7% year over year.
- Revenue- Truck Transportation: $1.08 billion versus $1.08 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.2% change.
- Revenue- Ocean and air cargo carriers: $52.74 million compared to the $76.75 million average estimate based on three analysts. The reported number represents a change of -40.2% year over year.
- Revenue- Truck Transportation- Truckload - Van equipment: $558.95 million compared to the $584.85 million average estimate based on two analysts. The reported number represents a change of -6.3% year over year.
- Revenue- Truck Transportation- Truckload - Unsided/platform equipment: $400.53 million compared to the $369.78 million average estimate based on two analysts. The reported number represents a change of +10.7% year over year.
View all Key Company Metrics for Landstar here>>>
Shares of Landstar have returned +4.5% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Landstar System, Inc. (LSTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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