Landstar System (LSTR) Q4 Earnings Lag Estimates

Group 1: Earnings Performance - Landstar System reported quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of$ 1.36 per share, and down from $1.62 per share a year ago, representing an earnings surprise of -3.68% [1] - The company posted revenues of$ 1.21 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.94%, compared to year-ago revenues of $1.2 billion [2] Group 2: Stock Performance and Outlook - Landstar shares have increased by approximately 2.4% since the beginning of the year, while the S&P 500 has gained 3.2% [3] - The current consensus EPS estimate for the upcoming quarter is$ 1.35 on $1.21 billion in revenues, and for the current fiscal year, it is$ 6.70 on $5.23 billion in revenues [7] Group 3: Industry Context - The Transportation - Truck industry, to which Landstar belongs, is currently in the bottom 5% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the outlook for the industry can significantly impact stock performance [5][8]