Landstar System — Third Quarter 2026 Earnings Summary

Landstar System, Inc. reported third-quarter 2026 revenue of $1.512 billion, representing a 25% increase from the same period in 2025, with earnings per share rising 154% to $1.42. The company achieved a 29% growth in truck revenue to $1.407 billion, driven by increases in both van and unsided/platform equipment segments, while adding 165 net Business Capacity Owner trucks. Despite these operational gains, the quarter's earnings were negatively impacted by $55.3 million in elevated insurance and claim costs, including significant actuarial adjustments and prior year developments. Landstar also returned capital to shareholders through $41.4 million in stock repurchases and declared a quarterly dividend of $0.44 per share.