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

Landstar Q2 revenue rises 18% to $1.43 billion; EPS up 20% to $1.44

Positive Impact 3 of 5 earnings Written later

Landstar System reported second-quarter 2026 revenue of $1.432 billion and earnings per share of $1.44, both up from the 2025 second quarter. Higher insurance and claims expense, mainly from unfavorable development of prior years' claims, weighed on results, and the Board raised the quarterly dividend by 10%.

Key points

  • Revenue of $1.432 billion rose 18.2% from $1.211 billion; EPS of $1.44 rose 20.0% from $1.20.
  • Insurance and claims expense was $39.4 million in the second quarter, up from $30.4 million a year earlier.
  • Quarterly dividend raised to $0.44 per share from $0.40, payable September 9, 2026 to holders of record on August 18, 2026.
  • No shares were repurchased in the second quarter; $22.6 million was spent on buybacks in the first half of 2026, leaving 1,115,195 shares authorized.

The filing

CompanyLandstar System (LSTR)
Form8-K, current report
Filed with the SECJul 28, 2026, 4:22 PM ET
Accession number0001193125-26-321050

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:00 AM ET, from the text of the filing and its press-release exhibits 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 July 28, 2026.

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