Landstar Q4 revenue misses estimates

Landstar System

28/01/2026 21:13

Overview

Freight transportation firm's Q4 revenue missed analyst expectations

Q4 EPS declined yr/yr due to elevated insurance and claims costs

Company repurchased 286,695 shares for $37 mln in Q4

Outlook

Company did not provide specific future guidance in press release

Result Drivers

OCEAN REVENUE DECLINE - Decrease in total revenue was primarily due to decreased ocean revenue, while truck transportation revenue remained stable

INSURANCE COSTS - Elevated insurance and claims costs significantly impacted Q4 earnings, with costs rising due to three vehicular accidents and increased claim reserves

TRUCK REVENUE PER LOAD - Sequential improvement in truck revenue per load exceeded pre-pandemic normal seasonality, with December truck revenue per load 6% above October's

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.17 bln
$1.19 bln (14 Analysts)
Q4 Dividend
$0.40
Q4 Gross Profit
$86 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 15 "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 $145.76, about 3.9% below its January 27 closing price of $151.68

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nGNX6xR7w9

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)