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Landstar System (LSTR) Stock News, May 2025-Jan 2026

LSTR NASDAQ

Landstar System, Inc. reports news on its technology-enabled, asset-light transportation management business, which provides specialized transportation services through a network of agents, third-party capacity providers and employees. Company updates commonly focus on quarterly revenue, earnings per share, gross profit and variable contribution, along with truck transportation revenue, loads hauled by truck, truck revenue per load, BCO utilization and the performance of specific freight categories such as unsided/platform equipment and ocean transportation.

Landstar news also includes capital-return actions such as special cash dividends, board and executive appointments, and operating topics tied to safety, security, service quality, insurance and claims costs, and freight-market demand conditions.

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Landstar System (NASDAQ:LSTR) reported 4Q2025 revenue of $1,174.5M and GAAP EPS of $0.70, down from $1,209.3M and $1.31 EPS in 4Q2024. Elevated insurance and claims costs of $56M notably weighed on results, including $16.7M tied to three vehicular accidents and a $5.3M reserve increase.

The company repurchased 1,281,863 shares in fiscal 2025 for ~$180.9M, declared a $0.40 quarterly dividend payable March 11, 2026, and held approximately $452M in cash and short-term investments.

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Landstar (NASDAQ:LSTR) will release its 2025 fourth quarter results after the market closes on Wednesday, January 28, 2026. The company will host a quarterly conference call with analysts and investors at 4:30 p.m. ET the same day to discuss the results.

Investors can access the live webcast at investor.landstar.com by selecting "Webcasts" and then "Landstar's Fourth Quarter 2025 Earnings Release Conference Call." A telephone replay will be available for 48 hours at (800) 819-5743 (U.S./Canada) and (203) 369-3828 (international).

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Landstar System (NASDAQ: LSTR) declared a one-time special cash dividend of $2.00 per share on December 3, 2025, payable on January 21, 2026 to holders of record as of January 6, 2026. The board cited a strong balance sheet and free cash flow as rationale.

During the first 11 months of fiscal 2025 the company repurchased 1,281,863 shares for an aggregate of approximately $180.9 million (inclusive of federal excise tax) and returned $124.8 million in cash dividends during the fiscal year. As of September 27, 2025, Landstar held approximately $434 million in cash and short-term investments and said it intends to continue opportunistic share purchases under its stock purchase program.

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Landstar System (NASDAQ: LSTR) announced the appointment of Barr Blanton and Melanie Housey Hart to its Board of Directors effective Oct. 30, 2025.

Blanton is CEO of Crosslake Technologies and brings technology, transformation and private equity advisory experience; Hart is senior vice president, CFO and treasurer at Pool Corporation with extensive financial and governance credentials. Board leadership described the hires as part of planned board succession and refreshment to support strategic, operational, financial and technology initiatives.

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Landstar (NASDAQ: LSTR) reported 3Q 2025 results on Oct 28, 2025: revenue $1,205.4M vs $1,213.9M a year earlier and GAAP EPS $0.56 vs $1.41 in 3Q 2024. Management recorded three non-cash, non-recurring impairment charges that reduced EPS by $0.66, producing an Adjusted EPS $1.22 for the quarter.

Key operating figures: gross profit $111.1M, variable contribution $170.2M, operating income $26.3M (adjusted operating income $56.4M). Cash and short-term investments totaled about $434M. The Board declared a $0.40 quarterly dividend payable Dec 9, 2025, and repurchased 308,709 shares for $40.6M in the quarter.

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Landstar (NASDAQ:LSTR) will release its 2025 third quarter results after the market closes on Tuesday, October 28, 2025.

The company will hold a quarterly conference call with analysts and investors at 4:30 p.m. ET the same day. A live webcast will be available at investor.landstar.com > Webcasts > Landstar's Third Quarter 2025 Earnings Release Conference Call. A telephone replay will be available for 48 hours: U.S./Canada (800) 819-5743 and international (203) 369-3828.

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Landstar System (NASDAQ:LSTR) reported Q2 2025 financial results with revenue of $1.211 billion and earnings per share of $1.20, compared to $1.225 billion and $1.48 EPS in Q2 2024. The company saw a 3.2% sequential increase in truck revenue per load versus Q1 2025.

Key operational metrics include truck transportation revenue of $1.118 billion (92% of total revenue), with van equipment revenue at $591 million and unsided/platform equipment revenue at $401 million. The company maintained stable BCO truck count and returned capital through share repurchases of $42.4 million and declared a quarterly dividend of $0.40 per share.

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Landstar System (NASDAQ:LSTR) has scheduled its second quarter 2025 earnings release and conference call. The company will announce its Q2 2025 financial results after market close on Tuesday, July 29, 2025, followed by a conference call with analysts and investors at 4:30 p.m. ET.

Investors can access the webcast through the company's investor relations website at investor.landstar.com. A telephone replay will be available for 48 hours after the call, with replay numbers (800) 819-5743 for U.S. and Canada, and (203) 369-3828 for international calls.

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Landstar System (NASDAQ: LSTR) reported first quarter 2025 results with revenue of $1.153 billion and earnings per share of $0.85, down from $1.32 in Q1 2024. The company identified a supply chain fraud in its international freight forwarding operations, resulting in a $4.8 million pre-tax charge ($0.10 per share). Despite challenging conditions, truck loads showed positive trends, marking the first time in 15 years that Q1 loads exceeded the previous Q4. The Board approved an 11% increase in quarterly dividend to $0.40 per share. During Q1, Landstar purchased 386,000 shares for $60.9 million and paid $83.3 million in dividends. The quarter was also impacted by elevated insurance and claim costs at 9.3% of BCO revenue, significantly above historical averages.

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Landstar System (NASDAQ:LSTR) has scheduled the release of its first quarter 2025 financial results before market opening on Tuesday, May 13, 2025. The company will host a conference call with analysts and investors at 8:30 a.m. ET on the same day to discuss the results.

Investors can access the webcast through investor.landstar.com. A telephone replay will be available for 48 hours, with replay numbers (800) 819-5743 for U.S. and Canada, and (203) 369-3828 for international calls.

Landstar System is a technology-enabled, asset-light provider of integrated transportation management solutions, certified to ISO 9001:2015 and RC14001:2015 standards.

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FAQ

What is the current stock price of Landstar System (LSTR)?

Landstar System (LSTR) last closed at $168.78.

What is the market cap of Landstar System (LSTR)?

The market cap of Landstar System (LSTR) is approximately $5.7B.