Landstar (LSTR) Q4 CY2024 Earnings Summary

Revenue:
- $1.21 billion (flat year-on-year, 0.8% beat)

Earnings Per Share (GAAP):
- $1.31 (2.5% miss)

Company Overview:

Landstar (NASDAQ:LSTR) is a transportation company specializing in freight and last-mile delivery services.

Key Metrics:

- Operating Margin: 4.8% (down from 6.2% last year)
- Market Capitalization: $6.22 billion

Sales Growth:

- 3.4% compounded annual growth rate over the last five years
- 19.4% annual decline over the last two years

Van Equipment Revenue:

- 19.9% average annual declines over the last two years

Platform Equipment Revenue:

- 8.6% average annual declines over the last two years

Earnings Per Share (EPS):

- Flat over the last five years
- 31.5% annual decline over the last two years

Q4 Results:

- Revenue beat expectations by 0.8%
- EPS missed estimates by 2.5%
- Stock traded down 3.4% after earnings release

Analyst Outlook:

- Revenue growth of 7.8% expected in the next 12 months
- EPS growth of 18.1% expected in the next 12 months

Conclusion:

Landstar's Q4 results were mixed, with revenue slightly beating expectations but EPS falling short. Analysts remain optimistic about the company's future growth prospects. However, investors should consider the company's recent EPS declines and ongoing margin pressures.