Landstar System Inc
F:LDS

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Landstar System Inc Logo
Landstar System Inc
F:LDS
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Price: 146 EUR -1.35% Market Closed
Market Cap: €5.6B

Landstar System Inc
Investor Relations

Landstar System is a transportation broker and logistics company that arranges freight moves for shippers without owning a large fleet of trucks. It connects customers that need goods moved with independent truck owners, specialized carriers, and third-party capacity, then handles the planning, pricing, and coordination of the shipment. Its services cover standard truckload freight as well as heavier, oversized, or time-sensitive loads that need more specialized handling. Its main customers are manufacturers, retailers, distributors, and other businesses that need a flexible way to ship freight across North America. Landstar makes money by taking a spread or fee on each load it coordinates, rather than by delivering freight with company-owned equipment. That asset-light model lets it scale through a network of independent agents who bring in freight and a large pool of outside carriers who haul it. What makes Landstar different is that it sits in the middle of the freight market as a matchmaker rather than a traditional trucking fleet operator. It focuses on hard-to-move shipments and on finding the right truck or trailer for each job, which gives shippers flexibility and gives independent truck operators access to loads. In simple terms, Landstar is paid to make freight move smoothly between the shipper and the carrier.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jul 28, 2026
AI Summary
Q2 2026

Revenue: Landstar said second-quarter revenue rose 18% year over year, helped by stronger pricing, tighter truck capacity, and better-than-normal seasonal volume.

Insurance hit: Results were pressured by about $10.5 million of net unfavorable prior-year claims development, with management linking most of it to five specific claims.

Freight strength: Truck revenue per load rose 17% year over year and 14.4% sequentially, the biggest sequential increase in 15 years.

Network growth: BCO truck count improved sequentially, turnover fell to 28.3%, and management said July trends continued to improve.

Post-Montgomery: Management sees the legal and insurance backdrop becoming more difficult for smaller brokers, while Landstar believes its scale and safety focus are becoming more valuable.

Outlook: The company did not give formal third-quarter guidance, but said July volumes were about 5% above last year and revenue per load was about 26% above last year.

Capital return: Landstar returned about $120 million to shareholders in the first half through dividends and buybacks and raised its quarterly dividend 10% to $0.44 per share.

Key Financials
Revenue
18%
Truck revenue per load
17%
Heavy haul revenue
$164 million
Heavy haul volume
9%
Heavy haul revenue per load
8%
Gross profit
$132.3 million
Gross margin
9.2%
Variable contribution
$199.4 million
Variable contribution margin
13.9%
Insurance and claims costs
$39.4 million
Prior-year claims development
$10.5 million
Selling, general and administrative costs
$68.2 million
Other operating costs
$17.9 million
Cash and short-term investments
$348 million
Cash flow from operations
$28 million
Cash capital expenditures
$9 million
Dividends paid
$95 million
Share repurchases
$24 million
Shareholder returns
$120 million
Quarterly dividend
$0.44 per share
BCO accident frequency rate
0.62 DOT reportable accidents per million miles
BCO truck turnover rate
28.3%
Net truck additions
68
July truck loads
approximately 5%
July revenue per load
approximately 26%
Broker liability coverage change
plus 3%
Auto liability tower change
effectively flat
Earnings Call Recording
Other Earnings Calls

Management

Mr. Joseph J. Beacom
VP and Chief Safety & Operations Officer
No Bio Available
Mr. Ricardo S. Coro
VP & Chief Information Officer
No Bio Available
Mr. Frank A. Lonegro
President, CEO & Director
No Bio Available
Ms. Aimee M. Cooper
VP & Chief Administrative Officer
No Bio Available
Mr. James Applegate
VP and Chief Corporate Sales, Strategy & Specialized Freight Officer
No Bio Available
Mr. Matt Dannegger
VP & Chief Field Sales Officer
No Bio Available

Contacts

Address
FLORIDA
Jacksonville
13410 Sutton Park Drive South
Contacts
+13026587581
www.landstar.com