Company Analysis

Landstar System, Inc. (LSTR)

Nasdaq: LSTR · Trucking (No Local) · Jacksonville, FL · filing with the SEC since 1994
Grade5.2
◀ Past 4.7● Present 5.3▶ Future 5.6
The companyfiscal 2025, as filed
Revenue$4.74B-1.6%
Net income$115M-41.3%
Earnings per share$3.31-39.9%
Operating cash flow$225M-21.5%
Cash$397M-23.0%
Debt$0.00
Shareholders’ equity$796M-18.2%
Shares, diluted34.7M-2.3%
Return on equity14.4%
The recordfrom its filings
Filings in 202649
Newest filingNov 2 · 4
Annual reportFeb 24, 2026
Quarterly reportOct 28, 2026
Next report due10-K by Feb 28
Insider sales, 12 months$2.8M
Insider buys, 12 months$700,000
Patents granted0
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $5.29BNet income $160MCash from operations $171Mthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Landstar reported third-quarter 2026 revenue of $1.512 billion, up 25% from $1.205 billion a year earlier 1.

Earnings per share were $1.42 against $0.56, and the older figure was held down by non-cash impairment charges of $30.1 million 1.

Trucking drove the jump 1. Truck revenue rose 29% to $1.407 billion, because revenue per load rose about 25% while the number of loads rose about 3% 1.

Accident and claim costs ate into the gain 1. Insurance and claim costs were $55.3 million, against $33.0 million a year earlier, including about $13.0 million of adverse changes to the money set aside for claims 1.

The company held about $351 million of cash and short-term investments and declared a quarterly dividend of $0.44 per share 1.

Landstar stopped marketing its Mexican subsidiary, Landstar Metro, in 2026 and began winding it down, and said that work was substantially complete at the end of the third quarter 2.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

News

Nov 2, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 28, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Oct 27, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Aug 4, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Jul 29, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Jul 28, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
Jul 23, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
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SI Assistanton LSTR · research, not advice