Landstar (LSTR) reported earnings 30 days ago. What's next for the stock?
Weakness in overall volumes due to headwinds like weak freight demand, supply-chain woes and slower network velocity are hurting LSTR's top line.
Landstar System, Inc. (NASDAQ:LSTR ) Q3 2025 Earnings Call October 28, 2025 4:30 PM EDT Company Participants James Todd - VP, Principal Accounting Officer & CFO Frank Lonegro - President, CEO & Director Matt Dannegger - VP & Chief Field Sales Officer James Applegate - VP and Chief Corporate Sales, Strategy & Specialized Freight Officer Matthew Miller - VP and Chief Safety & Operations Officer Conference Call Participants Reed Seay - Stephens Inc., Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Scott Group - Wolfe Research, LLC J. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Elliot Alper - TD Cowen, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Operator Good afternoon, and welcome to Landstar Inc.'s Third Quarter Earnings Release Conference Call.
While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Landstar System (LSTR) came out with quarterly earnings of $1.22 per share, missing the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.41 per share a year ago.
The stock market is a rational machine, sometimes pricing in economic developments and other events into company valuations. While some of these opinions are valid for a period, they become overstretched and irrational, which is where savvy investors can step in and collect profits on a relatively low-risk basis.
All stocks in the transportation sector suffer from the same epidemic in the United States; the price pressures from trade tariffs are slowing down the business activity in this industry for logical reasons, but that doesn't mean all stocks in the space should be ignored today.
LSTR is hurt by reduced demand for freight services and increased truck capacity.
LSTR's second-quarter 2025 earnings and revenues decrease year over year.
Landstar System, Inc. (NASDAQ:LSTR ) Q2 2025 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants Frank A. Lonegro - President, CEO & Director James M.
While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Landstar System (LSTR) came out with quarterly earnings of $1.2 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.48 per share a year ago.