We assess the investment worthiness of LSTR stock post its updated first-quarter 2025 guidance.
LSTR lowers its first-quarter 2025 earnings per share guidance to the range of 90-95 cents from the previously guided range of $1.05-$1.25 per share.
Landstar (LSTR) reported earnings 30 days ago. What's next for the stock?
Landstar Systems faced a challenging Q4 and FY 2024, with revenue growth stalling, but remains fundamentally profitable with a strong balance sheet and asset-light business model. The asset-light model and scale provide Landstar with flexibility, economies of scale, and a wide economic moat, insulating it from competition. Despite weaker earnings, Landstar's robust ROCE, ROIC, and EBIT margin underscore its financial health, making it a compelling long-term GARP opportunity.
LSTR's fourth-quarter 2024 earnings decrease year over year while revenues increase.
While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Landstar System, Inc. (NASDAQ:LSTR ) Q4 2024 Earnings Conference Call January 29, 2025 4:30 PM ET Company Participants Frank Lonegro – President and Chief Executive Officer Jim Applegate – Vice President and Chief Corporate Sales Strategy and Specialized Freight Officer Jim Todd – Vice President and Chief Financial Officer Matt Dannegger – Vice President and Chief Field Sales Officer Matt Miller – Vice President, Chief Safety and Operations Officer Conference Call Participants Scott Group – Wolfe Research Jason Seidl – TD Cowen Andrew Cox – Stifel Operator Good afternoon, and welcome to Landstar System Incorporated Year-End Earnings Release Conference Call. All lines will be in a listen-only mode until the formal question-and-answer session.
Landstar System (LSTR) came out with quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.62 per share a year ago.
LSTR's fourth-quarter 2024 top line is expected to have suffered from a freight market downturn and the resultant reduced demand for freight services.
Landstar (LSTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
LSTR's announcement of a special one-time cash dividend highlights its financial bliss.
Landstar System, a profitable asset-light logistics firm, maintains high flexibility and robust returns on capital and assets, despite slightly lower margins. The company's unique model, leveraging third-party owner-operators, reduces capital requirements and enhances operational efficiency, providing a strong economic moat. Despite recent revenue declines due to cyclical demand, LSTR's lean structure and net cash position ensure resilience and long-term profitability.