US · Industrials · Integrated Freight & Logistics
EPS came in at 1.44 against a street estimate of 1.42 — a beat of 1.4%.
Analysts rate Landstar System Inc a hold (2 buy, 13 hold, 2 sell out of 17) with an average price target of $196.38.
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 |
|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 10.11% |
| BlackRock Inc | 9.53% |
| AQR Capital Management LLC | 5.41% |
| Vanguard Portfolio Management, LLC | 5.16% |
| Vanguard Capital Management, LLC | 4.51% |
| Boston Partners Global Investors, Inc | 4.24% |
| State Street Corp | 3.31% |
| Geode Capital Management, LLC | 2.75% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 2026 LANDSTAR SYSTEM, INC. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Frank A. Lonegro, President and Chief Executive Officer, total compensation | 2026-03-23 |
| Annual report FY2025 LANDSTAR SYSTEM, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Fiscal Year 2025 Revenue: $4.7 billion from integrated transportation m | 2026-02-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
| Dividend | $0.40 / share ex-date Aug 19, 2025 · pay Sep 9, 2025 | 2025-08-19 |
| 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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Google PlayApp StoreData updated 2026-09-18.