Landstar beats Q1 estimates as ground transportation stocks post strong quarter

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2▲3 ▼1Impact / 5
Summary · why it matters

Landstar reported first-quarter revenues of $1.17 billion, up 1.6% year on year and exceeding analyst expectations by 1.5%, alongside beats on adjusted operating income and EPS. The 15 ground transportation stocks tracked as a group beat revenue consensus by 2.1% and have seen share prices rise 8.6% on average since reporting. Heartland Express posted the best performance relative to estimates with revenues of $176.3 million, down 19.7% year on year but 2.6% above consensus, while Universal Logistics had the weakest quarter, missing revenue estimates by 1.3% with revenues of $367.6 million. Saia reported revenues of $806.2 million, up 2.4% year on year and 2.2% above estimates, and Knight-Swift Transportation posted revenues of $1.85 billion, up 1.4% year on year and in line with expectations.

Impact on assets 5

Industrials± Mixed · 5 stocks
Heartland Express Inc
HTLD
▲ PositiveCapitalrelevance

Heartland Express beat revenue estimates by 2.6%, contributing to the group's strong quarter.

Saia Inc
SAIA
▲ PositiveCapitalrelevance

Saia reported revenues 2.2% above estimates and up 2.4% year on year.

Knight Transportation Inc
KNX
± MixedCapitalrelevance

Knight-Swift Transportation posted revenues in line with expectations, no significant beat or miss.

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