Landstar Q4 Revenue at $1.17B, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Reports Q4 revenue $1.17B, consensus $1.18B. "The Landstar team of independent business owners and employees performed well during the 2025 fourth quarter despite continued tough macro demand conditions in the freight transportation market. In fact, fourth quarter truck transportation revenue was nearly flat year over year, as the decrease in total revenue was primarily attributable to decreased ocean revenue. Our services hauled by unsided/platform equipment, a real bright spot for Landstar throughout 2025, continued to demonstrate sustained strength in the fourth quarter," said Landstar president and CEO Frank Lonegro. "Truck revenue per load was another positive development related to the top line. Landstar achieved sequential improvement in truck revenue per load in the fourth quarter that exceeded pre-pandemic normal seasonality, and December truck revenue per load was six percent above fiscal October's truck revenue per load. Increased insurance and claims expense, however, had a significant adverse impact on our fourth quarter results, as the claim environment for freight transportation providers remains extremely challenging."
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Analyst Views on LSTR
Wall Street analysts forecast LSTR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LSTR is 148.55 USD with a low forecast of 130.00 USD and a high forecast of 170.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
2 Buy
11 Hold
0 Sell
Hold
Current: 153.510
Low
130.00
Averages
148.55
High
170.00
Current: 153.510
Low
130.00
Averages
148.55
High
170.00
About LSTR
Landstar System, Inc. is a technology-enabled, asset-light provider of integrated transportation management solutions delivering transportation services to a range of customers utilizing a network of agents, third-party capacity providers and employees. It operates through two segments. The Transportation logistics segment provides a range of integrated transportation management solutions. Transportation services of the Company include truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, cold chain/temperature-controlled, United States (U.S)-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo and customs brokerage. The Insurance segment consists of Signature Insurance Company and Risk Management Claim Services, Inc. The insurance segment provides risk and claims management services to certain Landstars Operating Subsidiaries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Landstar System Q4 2025 Earnings Call Insights
- Heavy Haul Revenue Record: Landstar achieved a new revenue record of $569 million in its heavy haul segment for fiscal 2025, reflecting a 14% year-over-year increase, which underscores the company's ability to grow even in economic downturns, enhancing its competitive position.
- Increased Technology Investment: The company plans to allocate approximately 50% of its IT CapEx budget for 2026 to AI enablement and solutions, which not only boosts operational efficiency but also lays the groundwork for future business growth.
- Sustained Shareholder Returns: Over the past two years, Landstar returned approximately $261 million to shareholders through share repurchases and $245 million in cash dividends, demonstrating a strong commitment to capital returns and bolstering investor confidence.
- Rising Insurance Cost Pressure: In Q4 of fiscal 2025, insurance and claims costs rose to $56.1 million, primarily due to accident-related charges and increased reserves, posing challenges to the company's financial performance and necessitating attention to future risk management.
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Landstar System Declares Quarterly Dividend of $0.40
- Quarterly Dividend Announcement: Landstar System has declared a quarterly dividend of $0.40 per share, payable on March 11, indicating the company's ongoing ability to maintain stable cash flows.
- Dividend Yield: The forward yield of 1.04% reflects the company's commitment to shareholder returns in the current economic environment, enhancing investor confidence.
- Record Date for Shareholders: The record date for the dividend is set for February 18, with the ex-dividend date also on February 18, ensuring eligible shareholders receive their payouts promptly.
- Financial Health Indicator: This dividend announcement aligns with Landstar System's financial performance in Q4 2025, showcasing strong financial resilience despite potential recession risks.
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