NASDAQ$LSTR

Landstar System Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Landstar's revenue and EPS decreased in Q1 2024 due to a challenging freight environment.

Landstar System reported a decrease in revenue and earnings per share for Q1 2024. Revenue was $1.171 billion, and EPS was $1.32. The company highlighted its strong balance sheet and focus on strategic growth initiatives despite a challenging freight environment.

  • Landstar's Q1 2024 revenue reached $1.171 billion, with an EPS of $1.32.
  • Truckload van equipment revenue was $628.3 million, while unsided/platform equipment revenue amounted to $343.0 million.
  • Truck transportation accounted for 91% of the total revenue, totaling $1,068.9 million.
  • The Board of Directors declared a quarterly dividend of $0.33 per share.

Headline financials

Total Revenue

$1.17B

Previous: $1.44B-18.4%
EPS

$1.32

Previous: $2.17-39.2%
Trucks provided by BCOs

9.4K

Previous: 10.8K-12.9%
Capital Expenditures

-$9.28M

Previous: -$6.23M-48.9%
Free Cash Flow

$37.8M

Previous: $72M-47.5%
Net Income

$47.1M

Previous: $78.2M-39.8%
Operating Income

$60M

Previous: $101M-40.8%
Gross Profit

$1.14B

Previous: $1.41B-18.7%
Cash & Equivalents

$468M

Previous: $341M+37.2%
Total Assets

$1.75B

Previous: $1.84B-5.0%
Stock-Based Comp

$1.72M

Previous: $1.85M-6.9%

Revenue & EPS history

Landstar · Revenue · Quarterly

$1.17B

Q1 2024-18.4%vs Q1 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Landstar · $1.29B total across 7 segments · Q3 2023

  • Truckload: Van equipment
    $666M-27.2%
  • Truckload: Unsided/platform equipment
    $378M-16.7%
  • Other truck transportation
    $102M-47.8%
  • Ocean and air cargo carriers
    $65.8M-59.9%
  • Less-than-truckload
    $28.1M-20.5%
  • Other
    $26.7M+4.8%
  • Rail intermodal
    $23.1M-16.6%

Forward guidance

Landstar did not provide specific forward guidance in this release. They plan to discuss Q2 guidance on the earnings call.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.5%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+1.3%

Avg return

30 days after

43%

29 / 68 earnings

Positive

+6.3%

Q3 2016

Best reaction

-8.8%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%+0.8%+12.9%
Q4 2025-2.3%-3.4%-2.5%
Q3 2025-3.7%-2.8%+1.1%
Q1 2025-2.5%+0.9%-2.4%
Q4 2024-3.5%-5.9%-8.2%
Q3 2024-2.5%-2.4%+2.6%
Q2 2024-0.5%-3.4%-5.5%
Q1 2024+3.1%+3.0%+4.6%
Q4 2023-2.0%-1.2%-4.2%
Q3 2023-2.3%-1.6%+4.8%
Q2 2023-1.6%+0.3%-7.9%
Q1 2023-1.4%+0.8%-0.6%
Q4 2022+6.2%+5.9%+5.5%
Q3 2022-1.0%+0.3%+11.5%
Q2 2022-0.8%-3.7%+1.6%
Q1 2022+4.8%+5.9%-1.5%
Q4 2021-7.1%-1.7%-3.3%
Q3 2021+3.0%+4.8%+3.5%
Q2 2021-3.1%-0.4%+2.3%
Q1 2021-3.4%-3.2%-4.4%
Q4 2020-5.0%-6.1%+6.9%
Q3 2020+2.4%+2.5%+1.2%
Q2 2020+0.1%+0.6%+9.0%
Q1 2020+3.7%+10.1%+14.8%
Q4 2019+0.4%-1.0%-9.9%
Q3 2019-0.6%+2.0%-3.9%
Q2 2019+0.8%+1.0%-5.2%
Q1 2019+2.5%-2.3%-7.9%
Q4 2018-1.6%+1.3%+5.9%
Q3 2018-1.5%-1.7%+3.0%
Q2 2018+1.6%+2.0%+8.3%
Q1 2018-5.0%-3.8%+7.0%
Q4 2017+4.0%-1.5%-0.9%
Q3 2017+0.2%-1.3%-1.7%
Q2 2017-8.8%-7.0%-6.4%
Q1 2017+0.1%-1.3%-3.8%
Q4 2016-1.0%-0.3%+3.1%
Q3 2016+6.3%+8.8%+23.7%
Q2 2016-1.6%-0.3%-1.9%
Q1 2016-0.6%
Q4 2015+0.3%
Q3 2015-4.1%
Q2 2015+1.9%
Q1 2015-1.2%
Q4 2014-0.7%
Q3 2014-0.1%
Q2 2014+5.2%
Q1 2014+3.2%
Q4 2013+2.0%
Q3 2013-6.9%
Q2 2013+2.9%
Q1 2013-1.7%
Q4 2012-2.7%
Q3 2012+1.6%
Q2 2012+4.1%
Q1 2012-5.6%
Q4 2011+0.3%
Q3 2011-2.4%
Q2 2011-2.8%
Q1 2010-1.4%
Q1 2011-1.4%
Q4 2008-1.1%
Q4 2010-1.1%
Q3 2010+0.3%
Q3 2009+0.3%
Q2 2010+1.2%
Q2 2009+1.2%
Q4 2009+1.2%

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