Landstar System Inc (NASDAQ:LSTR) Q2 2025 Earnings: Revenue and EPS Slightly Miss Estimates

Landstar System Inc (NASDAQ:LSTR) Reports Q2 2025 Earnings: Revenue and EPS Slightly Below Estimates

Landstar System Inc (NASDAQ:LSTR) released its second-quarter earnings for 2025, reporting revenue of $1.211 billion and earnings per share (EPS) of $1.20. While the company highlighted operational resilience in a challenging freight environment, both figures came in slightly below analyst expectations.

Key Earnings Highlights vs. Estimates

• Revenue: Reported at $1.211 billion, missing the consensus estimate of $1.229 billion.
• EPS: Came in at $1.20, slightly below the estimated $1.219.
• Sequential Improvement: The company noted a 3.2% increase in truck revenue per load compared to Q1 2025, exceeding typical seasonal trends.
• Net BCO Truck Count: Remained flat sequentially, marking the best performance since Q2 2022.

Market Reaction

Following the earnings release, the stock showed minimal movement in after-hours trading, with no significant price change. Over the past month, shares have seen a slight decline of -0.79%, while the last two weeks showed modest gains of 1.06%. The muted reaction suggests investors were not overly surprised by the slight miss, possibly due to broader industry challenges in freight transportation.

Outlook and Analyst Expectations

While Landstar did not provide explicit forward guidance in its press release, analysts currently estimate:

• Q3 2025 Revenue: $1.257 billion
• Full-Year 2025 Revenue: $4.961 billion
• Full-Year 2025 EPS: $4.919

CEO Frank Lonegro emphasized the company’s focus on safety, service, and operational efficiency, but broader macroeconomic conditions—such as fluctuating freight demand and fuel costs—could continue to weigh on performance.

Conclusion

Landstar’s Q2 earnings reflect a mixed picture: while revenue and EPS slightly underperformed expectations, operational improvements in truck revenue per load and stable truck counts indicate resilience. Investors will be watching whether the company can align more closely with estimates in the coming quarters.

For more detailed earnings estimates and historical performance, visit Landstar System’s earnings page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making any decisions.