earnings
confidence high
sentiment negative
materiality 0.85
Landstar Q4 EPS $0.70 vs $1.31 YoY; elevated insurance claims weigh on results
LANDSTAR SYSTEM INC
2025-FY EPS reported
$3.31
revenue$4,743,760,000
- Revenue $1,174M (-3% YoY); EPS $0.70 vs $1.31 prior year.
- Insurance/claims expense $56M vs $30M; $16.7M from three tragic accidents, $5.3M reserve increase.
- Truck revenue per load improved sequentially; Dec up 6% vs Oct. Unsided/platform rev $401M.
- Recorded $2.1M impairment ($0.05/sh) on sale of Mexican subsidiary Landstar Metro.
- Declared $0.40 quarterly dividend payable Mar 11; repurchased 286,695 shares for $37M in Q4.