Landstar Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Landstar (LSTR)

Previews positioned Landstar as an earnings-beat candidate heading into its October 27 report. Instead, the quarter fell short of analyst expectations on earnings and LSTR shares dropped.

PRNewsWire • 2 hours ago

LSTR Q3 Earnings Beat Estimates on Strong Freight Pricing

Landstar's Q3 2026 earnings and revenues beat estimates as strong truck pricing and higher freight volumes fueled growth, despite insurance cost pressures.

Zacks Investment Research • 8 hours ago

Landstar System's Big Drop Makes Sense Here

Landstar System is reaffirmed as a 'Sell' due to valuation concerns and macroeconomic headwinds despite strong Q3 revenue growth. LSTR's Q3 revenue rose 25.4% year over year to $1.52 billion, with truck revenue per load up 25% and net profit boosted by one-time factors. Profitability gains are partly due to non-recurring items; adjusted EPS growth is more modest, and operating cash flow declined.

Seeking Alpha • 5 hours ago

Why Landstar System Stock Crashed After Earnings

Landstar missed on earnings in Q3 -- but still more than doubled its profits. The problem is that investors were expecting this, and have bid Landstar stock up past what it's worth.

The Motley Fool • Oct 28, 2026

Landstar System, Inc. (LSTR) Q3 2026 Earnings Call Transcript

Landstar System, Inc. ( LSTR ) Q3 2026 Earnings Call October 27, 2026 4:30 PM EDT Company Participants James Todd - VP, Principal Accounting Officer & CFO Frank Lonegro - President, CEO & Director Matthew Miller - VP and Chief Safety & Operations Officer William Clement - Vice President & Chief Commercial Officer James Applegate - Chief Strategy & Transformation Officer Conference Call Participants Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Jason Seidl - TD Cowen, Research Division Scott Group - Wolfe Research, LLC Thomas Wadewitz - UBS Investment Bank, Research Division Paul Stoddard - Goldman Sachs Group, Inc., Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Madison Pasterchick - Morgan Stanley, Research Division Bascome Majors - Stephens Inc., Research Division J. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Operator Good afternoon, and welcome to Landstar Inc.'s Third Quarter Earnings Release Conference Call.

Seeking Alpha • Oct 28, 2026

Landstar System Q3 Earnings Call Highlights

Landstar System NASDAQ: LSTR reported an 18% year-over-year increase in second-quarter 2026 revenue as truck pricing strengthened and demand modestly exceeded typical seasonal patterns, though higher insurance and claims costs weighed on operating results.

MarketBeat • Oct 28, 2026

Landstar System Reports Third Quarter Revenue of $1.512B and Earnings Per Share of $1.42

JACKSONVILLE, Fla., Oct. 27, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported its financial results for the 2026 third quarter. The Company reported total revenue of $1.512 billion in the 2026 third quarter, an increase of 25% as compared to revenue of $1.205 billion in the 2025 third quarter, and basic and diluted earnings per share (“EPS”) of $1.42 in the 2026 third quarter, an increase of 154% as compared to EPS of $0.56 in the 2025 third quarter. It should be noted that EPS in the 2025 third quarter was negatively impacted by non-cash impairment charges of $30.1 million, or $0.66 per share, related to the previously disclosed strategic review of operations conducted during the 2025 third quarter, and, as further described below, the 2026 third quarter EPS was negatively impacted by highly elevated insurance and claim costs. The Company also reported a 14% increase in gross profit and a 25% increase in variable contribution (defined as revenue less the cost of purchased transportation and commissions to agents) in the 2026 third quarter, as compared in each case to the 2025 third quarter.

GlobeNewsWire • Oct 27, 2026

Landstar System (LSTR) Surpasses Q3 Earnings and Revenue Estimates

Landstar System (LSTR) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $1.22 per share a year ago.

Zacks Investment Research • Oct 27, 2026

Landstar (LSTR) Reports Q3 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Oct 28, 2026

Landstar Stock Gears Up to Report Q3 Earnings: Is A Beat in Store?

Landstar System, Inc. ( LSTR )is scheduled to report third-quarter 2026 results on Oct. 27, after market close.

Zacks Investment Research • Oct 26, 2026