Brief: Landstar System Q2 EPS USD 1.2

Landstar System

29/07/2025 21:06

Overview

Landstar System Q2 revenue of $1.21 bln beats analyst expectations, per LSEG data

EPS for Q2 2025 declines to $1.20 from $1.48 yr/yr

Company repurchased 300,141 shares for $42.4 mln in Q2 2025

Result Drivers

TRUCK REVENUE - Sequential increase in truck revenue per load by 3.2% compared to Q1 2025, outperforming typical seasonality, per CEO Frank Lonegro

UNSIDED/PLATFORM EQUIPMENT - Revenue from unsided/platform equipment rose to $401 mln from $381 mln in Q2 2024

STABLE BCO COUNT - Net BCO truck count remained flat sequentially, best performance since Q2 2022, according to the company

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.21 bln
$1.20 bln (12 Analysts)
Q2 EPS
$1.2
Q2 Dividend
$0.4
Q2 Gross Profit
$109 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 16 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy."

Wall Street's median 12-month price target for Landstar System Inc is $140.00, about 0.9% below its July 28 closing price of $141.21

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release: ID:nGNX13vMs8

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)