Landstar System (LSTR Quick QuoteLSTR - Free Report) reported $1.51 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 25.1%. EPS of $1.89 for the same period compares to $1.22 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.49 billion, representing a surprise of +1.58%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $1.62.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Landstar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue per load - Ocean and air cargo carriers: $7,939.00 versus $7,823.03 estimated by three analysts on average.
• Revenue per load - Rail Intermodal: $3,275.00 compared to the $3,389.19 average estimate based on three analysts.
• Number of loads - Total: 516,110 versus 515,739 estimated by three analysts on average.
• Number of loads - Truck Transportation: 500,650 versus 499,586 estimated by three analysts on average.
• Investment income: $2.26 million compared to the $2.98 million average estimate based on five analysts. The reported number represents a change of -31.3% year over year.
• Revenue: $1.51 billion compared to the $1.49 billion average estimate based on five analysts. The reported number represents a change of +25.4% year over year.
• Revenue- Other: $21.48 million versus $20.87 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.7% change.
• Revenue- Rail Intermodal: $27.81 million versus the three-analyst average estimate of $30.39 million. The reported number represents a year-over-year change of +17.5%.
• Revenue- Truck Transportation: $1.41 billion versus the three-analyst average estimate of $1.36 billion. The reported number represents a year-over-year change of +29.1%.
• Revenue- Ocean and air cargo carriers: $55.33 million compared to the $55.97 million average estimate based on three analysts. The reported number represents a change of -23.4% year over year.
• Revenue- Truck Transportation- Other Truck transportation: $103.71 million versus $100.78 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8% change.
• Revenue- Truck Transportation- Less-than-truckload: $24.93 million compared to the $30.06 million average estimate based on two analysts. The reported number represents a change of +1.9% year over year.

View all Key Company Metrics for Landstar here>>>

Shares of Landstar have returned -0.2% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.