Landstar Q4 EPS falls to $0.70 from $1.31 as insurance and claims costs rise
Landstar reported fourth-quarter 2025 revenue of $1,174.5 million, down from $1,209.3 million a year earlier, and EPS of $0.70 versus $1.31. Insurance and claims expense rose to $56 million from about $30 million, which the company said had a significant adverse impact on results. The board declared a $0.40 quarterly dividend, unchanged from the prior quarter's rate in the filing's figures, while earnings declined.
Key points
- Revenue $1,174.5 million vs. $1,209.3 million; operating income $29.6 million vs. $57.8 million
- EPS $0.70 vs. $1.31 in the 2024 fourth quarter
- Insurance and claims of $56 million included $16.7 million ($0.37 per share) from three vehicular accidents and a $5.3 million ($0.12 per share) reserve increase
- Quarterly dividend of $0.40 per share payable March 11, 2026, to holders of record as of February 18, 2026
The filing
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 28, 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.