Overview

* Landstar System ( LSTR ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $1.21 $1.20

Revenue bln bln (12

Analysts

)

Q2 EPS $1.2

Q2 $0.4

Dividend

Q2 Gross $109 mln

Profit

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 ( LSTR ) 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:

(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.)