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Investing.com - Landstar System (NASDAQ:LSTR), a $4.7 billion market cap transportation company with a FAIR Financial Health Score according to InvestingPro, maintained its Hold rating from Benchmark as the company reported better-than-expected second quarter 2025 earnings.
The transportation and logistics company posted earnings per share of $1.20, exceeding Benchmark’s estimate of $1.12 and the FactSet consensus of $1.17. Revenue came in at $1.211 billion, down 1.1% year-over-year, while EPS declined 19% compared to the same period last year. Despite the decline, the company maintains strong fundamentals with a healthy current ratio of 2.03 and an 18% return on equity.
Despite the annual declines, Landstar showed some positive trends in the quarter. Truck revenue increased year-over-year for the first time since the third quarter of 2022, and the company’s Business Capacity Owner (BCO) count remained flat sequentially at 8,611, marking its best performance in 12 quarters.
Truck revenue per load rose 3.2% quarter-over-quarter, outperforming typical seasonal patterns of 2% sequential growth. The variable contribution margin reached 14.1%, surpassing Benchmark’s expectation of 13.8%.
The company noted that while truck capacity remains readily available with only small pockets of equilibrium, positive sequential revenue per load and compression of brokerage net revenue margins indicate the market is progressing toward balance, consistent with reports from other industry providers during this earnings period.
In other recent news, Landstar System Inc. reported its earnings for the second quarter of 2025, surpassing analyst expectations with an earnings per share (EPS) of $1.20, compared to the projected $1.17. The company’s revenue aligned with forecasts at 1.21 billion dollars, despite a decline from the previous year. In addition to the earnings announcement, analysts from various firms have been closely monitoring Landstar System’s performance. While the earnings beat expectations, the revenue figures remained consistent with prior forecasts. Investors are closely watching the company’s developments as these results unfold. Analyst firms have yet to publicly announce any upgrades or downgrades following the earnings report. These recent developments are crucial for investors keeping track of Landstar System’s financial health.
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