Loading...
•
Dec 27, 2025
Landstar Q4 2025 Earnings Report
Landstar reported a decrease in revenue and EPS for the fourth quarter of 2025, primarily due to elevated insurance and claims costs and tough macro demand conditions in the freight transportation market.
Key Takeaways
Landstar System, Inc. reported total revenue of $1,174 million for the fourth quarter of 2025, a decrease from $1,209 million in the prior year. Basic and diluted earnings per share were $0.70, down from $1.31 in the fourth quarter of 2024, significantly impacted by increased insurance and claims expenses.
Total revenue for Q4 2025 was $1,174 million, a decrease from $1,209 million in Q4 2024.
Basic and diluted EPS for Q4 2025 were $0.70, a significant drop from $1.31 in Q4 2024.
Elevated insurance and claims costs of $56 million, up from $30 million in Q4 2024, had a substantial adverse impact on Q4 2025 results.
Truck transportation revenue was nearly flat year over year, with unsided/platform equipment showing sustained strength.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company did not provide explicit forward guidance in this earnings report. However, the 'Forward Looking Statements Disclaimer' indicates potential risks and uncertainties that could impact future results.
Positive Outlook
- Sustained strength in services hauled by unsided/platform equipment throughout 2025.
- Sequential improvement in truck revenue per load in the fourth quarter, exceeding pre-pandemic normal seasonality.
- December truck revenue per load was six percent above fiscal October's truck revenue per load.
- Strong balance sheet with approximately $452 million in cash and short-term investments as of December 27, 2025.
- Continued return of capital to stockholders through stock purchase program and dividends.
Challenges Ahead
- Continued tough macro demand conditions in the freight transportation market.
- Significant adverse impact from increased insurance and claims expense.
- Extremely challenging claim environment for freight transportation providers.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...