AI brief of an SEC Form 8-K · Landstar System (LSTR)

Landstar Q4 EPS falls to $0.70 from $1.31 on $56 million in insurance and claims costs

Negative Impact 4 of 5 earnings Written later

Landstar preliminarily reported fourth-quarter 2025 total revenue of $1,174 million, down from $1,209 million a year earlier, and basic and diluted EPS of $0.70, down from $1.31. Insurance and claims costs of $56 million, including $22.0 million in discrete items, weighed heavily on results, and the full results are due January 28, 2026.

Key points

  • Q4 2025 total revenue of $1,174 million vs. $1,209 million in Q4 2024
  • Q4 2025 EPS of $0.70 vs. $1.31 in Q4 2024; operating income of $30 million
  • Insurance and claims costs of $56 million, including $22.0 million ($0.49 per share) of discrete items
  • Cabral Matter judgment on January 13, 2026 led to a $5.7 million pre-tax charge; the company intends to appeal

The filing

CompanyLandstar System (LSTR)
Form8-K, current report
Filed with the SECJan 21, 2026, 4:38 PM ET
Accession number0001193125-26-018078

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 21, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.