LSTR · Landstar System Inc
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Landstar reported Q2 revenue up 18% year-over-year to $1.432B with EPS up 20% to $1.44, driven by truck revenue per load up 17% and truck loadings up ~2%, with the strongest net BCO truck additions since Q1 2022 and heavy haul revenue up 18%; the quarter was weighed by $10.5M of net unfavorable prior-year claims adjustments, and management declined to issue formal Q3 guidance citing the Montgomery ruling and volatile litigation environment.
- + Q2 revenue rose 18% to $1.432B and EPS rose 20% to $1.44 year-over-year
- + Heavy haul revenue grew 18% year-over-year on 9% volume growth and 8% revenue-per-load growth
- + Net 68 BCO truck additions in Q2 was the strongest quarterly improvement since Q1 2022 and continued into July
- + Quarterly dividend raised 10% to $0.44 per share with $120M returned in 1H 2026
- + July truck revenue per load running ~26% above July 2025, indicating momentum into Q3
- − $10.5M of net unfavorable prior-year claims adjustments pressured results, with three of five claims tied to truck brokerage
- − Insurance and claims costs rose to 7% of BCO revenue from 6.6% a year ago
- − Variable contribution margin contracted to 13.9% from 14.1% as brokerage purchase transportation costs rose 136 bps
- − Brokerage net revenue margin compressed 129 bps sequentially amid tighter truck capacity
- − Q2 free cash flow was negative — only the third negative FCF quarter in the past decade — driven by working capital needs
- − Company declined to issue formal Q3 guidance citing fluid freight backdrop and volatile litigation/claims environment
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Integrated Freight & Logistics — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LSTR
this stock
Landstar System Inc
|
$5.56B | +20.7% | -1.6% | 45.2 | 4.9% |
|
UPS
United Parcel Service Inc
|
$79.94B | -6.2% | +8.2% | — | 3.0% |
|
FDX
Fedex Corp
|
$67.63B | — | +8.5% | 15.3 | 2.0% |
|
EXPD
Expeditors International Of Washington Inc
|
$24.37B | +29.2% | +13.5% | 27.3 | 3.4% |
|
JBHT
Hunt J B Transport Services Inc
|
$21.17B | +20.5% | +9.7% | 32.0 | 2.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LSTR | +5.9% | -0.5% | +3.1% | +2.9% | +20.7% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +6.2% | 0.0% | -9.1% | +2.0% | +7.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.