LSTR Landstar (LSTR) Q2 FY26 earnings call
Landstar delivered strong Q2 FY26 results with significant revenue growth, driven by a shifting freight market favoring transportation providers and robust heavy haul performance. The company navigated a challenging insurance and claims environment, which saw increased prior-year adjustments, while maintaining a strong balance sheet and returning capital to shareholders. Management highlighted an improving BCO truck count and turnover, alongside an accelerating pipeline for new agent additions, positioning the company for continued growth as market conditions evolve.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
LSTR operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Customers | 20K+Even with the ups and downs in various customer categories, our business remains highly diversified with over 20,000 customers, none of which contributed over 8% of our revenue in the 2026 first quarter.Source: earnings call transcript | 20K+Even with the ups and downs in various customer categories, our business remains highly diversified with over 20,000 customers, none of which contributed over 8% of our revenue in the 2026 first half.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.