Jun 2026 (Q2 FY26) — Jul 28, 2026
Landstar Q2 FY26 — Strong Revenue Growth Amidst Shifting Freight Market and Insurance Challenges
Read the full callLandstar (LSTR) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Landstar earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,171 | +1.6% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 4.5 | +1.1 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 39.4 | +32.3% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Price
$168.36 −1.92% · −$3.29
Performance +29.4% 1Y
1Y: $130.08 on 17 Oct 2025 → $168.36. High $225.37 (8 Jun 2026), low $121.51 (20 Nov 2025).
- Previous close
- $171.65
- 52-week range
- $121.51 – $225.37
- One year
- +26.21%
Overview
- Symbol
- LSTR
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 28, 2026
Landstar Q1 FY26 — Strong Heavy Haul Performance and Improving Market Conditions
Read the full callEvery analysed call
Landstar earnings calls (LSTR)
Financials
What the filings say
Net profit, year on year: +32% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,225 | 1,214 | 1,209 | 1,153 | 1,211 | 1,205 | 1,174 | 1,171 |
| Expenses | 1,161 | 1,155 | 1,155 | 1,117 | 1,159 | 1,182 | 1,148 | 1,121 |
| Operating profit | 68 | 63 | 58 | 39 | 56 | 26 | 30 | 53 |
| Operating margin | 5.6% | 5.2% | 4.8% | 3.4% | 4.7% | 2.2% | 2.5% | 4.5% |
| Interest | 1 | 1 | 1 | 2 | 1 | 1 | 1 | 1 |
| Profit before tax | 70 | 64 | 59 | 40 | 56 | 26 | 29 | 53 |
| Tax rate | 24.5% | 22.2% | 21.4% | 24.7% | 24.6% | 25.8% | 18.3% | 25.2% |
| Net profit | 53 | 50 | 46 | 30 | 42 | 19 | 24 | 39 |
| EPS ($ per share) | 1.48 | 1.41 | — | 0.85 | 1.20 | 0.56 | — | 1.16 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 1,841 | 1,962 | 2,046 | 2,317 | 2,636 | 2,784 | 2,860 | 2,853 |
| Total liabilities | 691 | 706 | 962 | 1,183 | 1,045 | 818 | 841 | 840 |
| Fixed assets | 284 | 286 | 297 | 317 | 315 | 284 | 311 | 261 |
| Investments | 40 | 33 | 41 | 36 | 54 | 60 | 52 | 56 |
| Total assets | 1,381 | 1,428 | 1,654 | 2,045 | 1,932 | 1,802 | 1,813 | 1,636 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 298 | 308 | 211 | 277 | 623 | 394 | 287 | 225 |
| Cash from investing | -8 | -19 | -28 | -73 | -25 | -6 | -10 | -2 |
| Cash from financing | -331 | -171 | -252 | -233 | -476 | -248 | -237 | -343 |
| Net cash flow | -43 | 120 | -70 | -30 | 120 | 141 | 34 | -118 |
| Capital expenditure | -10 | -19 | -31 | -23 | -26 | -26 | -31 | -10 |
| Free cash flow | 288 | 288 | 180 | 253 | 597 | 368 | 256 | 215 |
LSTR revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Transportation Logistics | 99% | 99% | 99% | 99% | 99% | 99% | 99% | 99% | +18.5% |
| Insurance | 1% | 1% | 1% | 1% | 1% | 1% | 1% | 1% | -1.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
LSTR operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | 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.
Insider filings
31 filings between Oct 31, 2025 and Aug 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$2.75M
2 sales by 2 insiders
Compensation
not trading decisions- 20
- Award — granted as compensation
- 9
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MURPHY DIANA M | — | $2.49M | Jun 5, 2026 |
| Todd James P | — | $261.8K | Jun 15, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 1, 2026 | Clement William C VP, Chief Commercial Officer | Award | 4,924 | $0 |
| Jun 15, 2026 | Todd James P VP and CFO | Sale | 1,200 | $261.8K |
| Jun 5, 2026 | MURPHY DIANA M Director | Sale | 11,246 | $2.49M |
| May 6, 2026 | Akbari Dr. Homaira Director | Award | 825 | $0 |
| May 6, 2026 | BANNISTER DAVID G/ Director | Award | 825 | $0 |
| May 6, 2026 | Blanton Jonathan Barr Director | Award | 825 | $0 |
| May 6, 2026 | HOUSEY HART MELANIE Director | Award | 825 | $0 |
| May 6, 2026 | Liang James L Director | Award | 825 | $0 |
| May 6, 2026 | MURPHY DIANA M Director | Award | 825 | $0 |
| May 6, 2026 | Scanlon George P Director | Award | 825 | $0 |
| May 6, 2026 | WHITE TERESA L Director | Award | 825 | $0 |
| Mar 15, 2026 | Miller Matthew Chief Safety & Operations | Tax withheld | 130 | $19.1K |
| Feb 23, 2026 | Lewis Terri M Chief Human Resources Officer | Award | 1,169 | $0 |
| Feb 23, 2026 | Lewis Terri M Chief Human Resources Officer | Award | 3,342 | $0 |
| Feb 2, 2026 | Lonegro Frank A President & CEO | Tax withheld | 2,085 | $322.2K |
| Jan 31, 2026 | Todd James P VP and CFO | Tax withheld | 519 | $77.3K |
| Jan 31, 2026 | Applegate James M Chief Corp Sales, Strat, S Frt | Tax withheld | 227 | $33.8K |
| Jan 31, 2026 | CORO RICARDO S Vice President - CIO | Tax withheld | 366 | $54.5K |
| Jan 31, 2026 | Dannegger Matthew M Chief Field Sales Officer | Tax withheld | 357 | $53.2K |
| Jan 31, 2026 | Kneller Michael K VP General Counsel & Secy | Tax withheld | 365 | $54.4K |
| Jan 31, 2026 | Lonegro Frank A President & CEO | Tax withheld | 922 | $137.3K |
| Jan 31, 2026 | Miller Matthew Chief Safety & Operations | Tax withheld | 159 | $23.7K |
| Jan 30, 2026 | Lonegro Frank A President & CEO | Award | 6,715 | $0 |
| Jan 30, 2026 | Todd James P VP and CFO | Award | 1,678 | $0 |
| Jan 30, 2026 | CORO RICARDO S Vice President - CIO | Award | 1,678 | $0 |
| Jan 30, 2026 | Dannegger Matthew M Chief Field Sales Officer | Award | 1,175 | $0 |
| Jan 30, 2026 | Miller Matthew Chief Safety & Operations | Award | 1,678 | $0 |
| Jan 30, 2026 | Kneller Michael K VP General Counsel & Secy | Award | 1,678 | $0 |
| Jan 30, 2026 | Applegate James M Chief Corp Sales, Strat, S Frt | Award | 1,175 | $0 |
| Oct 31, 2025 | Blanton Jonathan Barr Director | Award | 645 | $0 |
| Oct 31, 2025 | HOUSEY HART MELANIE Director | Award | 645 | $0 |
| May 19, 2025 | MURPHY DIANA M Director | Award | 1,043 | $0 |
| May 19, 2025 | ORLANDO ANTHONY J Director | Award | 1,043 | $0 |
| May 19, 2025 | Scanlon George P Director | Award | 1,043 | $0 |
| May 19, 2025 | Akbari Dr. Homaira Director | Award | 1,043 | $0 |
| May 19, 2025 | WHITE TERESA L Director | Award | 1,043 | $0 |
| May 19, 2025 | BANNISTER DAVID G/ Director | Award | 1,043 | $0 |
| May 19, 2025 | Liang James L Director | Award | 1,043 | $0 |
| Mar 15, 2025 | Miller Matthew Chief Safety & Operations | Tax withheld | 152 | $22.7K |
| Feb 2, 2025 | Lonegro Frank A President & CEO | Tax withheld | 2,085 | $344.6K |
| Jan 31, 2025 | Beacom Joseph J President of LSHI | Tax withheld | 393 | $65.0K |
| Jan 31, 2025 | Lonegro Frank A President & CEO | Award | 6,050 | $0 |
| Jan 31, 2025 | Lonegro Frank A President & CEO | Tax withheld | 454 | $75.0K |
| Jan 31, 2025 | CORO RICARDO S Vice President - CIO | Tax withheld | 393 | $65.0K |
| Jan 31, 2025 | Applegate James M Chief Corp Sales, Strat, S Frt | Award | 1,058 | $0 |
| Jan 31, 2025 | Applegate James M Chief Corp Sales, Strat, S Frt | Tax withheld | 144 | $23.8K |
| Jan 31, 2025 | Cooper Aimee M VP & CAO | Award | 756 | $0 |
| Jan 31, 2025 | Cooper Aimee M VP & CAO | Tax withheld | 167 | $27.6K |
| Jan 31, 2025 | CORO RICARDO S Vice President - CIO | Award | 1,512 | $0 |
| Jan 31, 2025 | Dannegger Matthew M Chief Field Sales Officer | Award | 1,058 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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