US · Industrials · Integrated Freight & Logistics
EPS came in at 1.89 against a street estimate of 1.62 — a beat of 16.7%.
Analysts rate Landstar System Inc a hold (4 buy, 11 hold, 2 sell out of 17) with an average price target of $179.25.
CONFIDENT Q2 revenue +18% YoY on strong pricing (+17% per load) and volume growth. Heavy haul surged 18%. BCO count improved 80bps sequentially, best since Q1 2022. Insurance headwinds from 5 prior-year claims (~$10.5M). Montgomery ruling creates M&A tailwinds for Landstar. Q2 2026 Call did not segment results by geography. Analysts pressed insurance/litigation exposure post-Montgomery, BCO recruitment elasticity vs historical cycle, and carrier vetting tightness. Management framed as consolidation opportunity favoring Landstar's scale/safety model, but flagged unpredictable legal environment ahead. Underscored federal standards push. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.02% |
| Kayne Anderson Rudnick Investment Management LLC | 9.16% |
| AQR Capital Management LLC | 6.30% |
| Vanguard Portfolio Management, LLC | 5.33% |
| Vanguard Capital Management, LLC | 4.56% |
| Boston Partners Global Investors, Inc | 4.27% |
| State Street Corp | 3.39% |
| Geode Capital Management, LLC | 2.93% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the 13 weeks ended September 26, 2026, revenue was $1,511,787,000, up from $1,205,406,000 in the comparable 2025 period. • Th | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1.512 billion, up 25.4% from $1.205 billion in the third quarter of 2025. • Basic and diluted EPS | 2026-10-27 |
| Quarterly report · Q2 2026 LANDSTAR SYSTEM, INC. – 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (26 weeks): $2,603.6 million, up 10.1% from $2,363.9 million pr | 2026-07-29 |
| Results announced · Q3 2026 LANDSTAR SYSTEM Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue Q2 2026: $1,432 million (up 18% vs. Q2 2025: $1,211 million) • Earnings Pe | 2026-07-28 |
| Company announcement · Q3 2026 LANDSTAR SYSTEM, INC. – 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • William Clement appointed as Chief Commercial Officer, effective August 1, 2026 | 2026-07-23 |
| Material agreement · Q2 2026 LANDSTAR SYSTEM, INC. - 8-K SUMMARY HEADLINE NUMBERS • Revolving credit facility: $300 million in initial aggregate principal amount • Accordion fea | 2026-07-06 |
| Shareholder vote results · Q2 2026 LANDSTAR SYSTEM, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 5, 2026 with 31,613,594 shares represented (93% of issued and outstan | 2026-05-06 |
| Quarterly report · Q1 2026 LANDSTAR SYSTEM, INC. - 10-Q SUMMARY FOR RETAIL INVESTORS Q1 2026 (13 Weeks Ended March 28, 2026) --- HEADLINE NUMBERS • Total Revenue: $1,171,291, | 2026-04-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.44 / share ex-date Nov 17, 2026 · pay Dec 8, 2026 | 2026-11-17 |
| Dividend | $0.44 / share ex-date Aug 18, 2026 · pay Sep 9, 2026 | 2026-08-18 |
| Dividend | $0.40 / share ex-date May 19, 2026 · pay Jun 9, 2026 | 2026-05-19 |
| Dividend | $0.40 / share ex-date Feb 18, 2026 · pay Mar 11, 2026 | 2026-02-18 |
| Dividend | $2.00 / share ex-date Jan 6, 2026 · pay Jan 21, 2026 | 2026-01-06 |
| Dividend | $0.40 / share ex-date Nov 18, 2025 · pay Dec 9, 2025 | 2025-11-18 |
| Announcement | Date |
|---|---|
| Board declares special cash dividend of $2.00 per share Landstar System, Inc.'s Board of Directors declared a special cash dividend of $2.00 per share on December 3, 2025. This one-time payment will be distributed on January 21, 2026, to sharehol | 2025-12-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.