{"filings":[{"id":1913956,"accession_number":"0001193125-26-321050","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-07-28T20:22:30+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q2 revenue $1.432B (+18% YoY), EPS $1.44 (+20% YoY); dividend raised 10% to $0.44","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1.432B (+18% YoY); diluted EPS $1.44 (+20% YoY).","Gross profit $132.3M (+21% YoY); variable contribution $199.4M (+17% YoY).","Truck revenue per load +17% YoY; net 68 BCO truck additions (strongest since Q1 2022).","Quarterly dividend raised 10% to $0.44/share, payable Sept 9, 2026 to holders of record Aug 18.","Insurance & claims expense increased due to unfavorable development of prior years' claims; CEO cites challenging claim environment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1831716,"accession_number":"0001193125-26-314490","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-07-23T21:05:29+00:00","items":["8.01","9.01"],"status":"ready","headline":"Landstar appoints Bill Clement as CCO; Applegate shifts to strategy role; Dannegger to retire March 2027","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William Clement named Chief Commercial Officer effective Aug 1, 2026; previously Group President at CRST, 30+ years in transportation.","Jim Applegate transitions from Chief Corporate Sales, Strategy & Specialized Freight Officer to Chief Strategy & Transformation Officer.","Matt Dannegger steps down as Chief Field Sales Officer July 31, 2026, becomes Special Advisor to CEO until retirement March 1, 2027.","Clement will lead commercial strategy, support independent agent network, and report to CEO Frank Lonegro."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1472876,"accession_number":"0001193125-26-296288","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-07-06T20:42:07+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Landstar enters $300M revolving credit facility maturing 2031, replacing prior agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300M revolving credit facility with uncommitted accordion feature for up to $500M additional.","Termination date June 30, 2031; no borrowings outstanding as of June 30, 2026.","Financial covenants include minimum interest coverage and maximum net leverage ratios.","Change of control default triggered if any person/group acquires 35%+ of Landstar's stock.","Obligations guaranteed by substantially all of LSHI's subsidiaries; foreign stock pledges limited to 65% voting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99210,"accession_number":"0001193125-26-207702","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Landstar shareholders elect all nine directors, ratify KPMG, approve say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with >91% 'for' votes; Diana M. Murphy received lowest support at 28.7M for, 1.6M against.","KPMG LLP ratified as independent auditor for FY 2026 with 31.1M votes for (97.1% of shares voted).","Advisory say-on-pay resolution passed with 28.7M for (94.3% of shares voted excluding broker non-votes)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99209,"accession_number":"0001193125-26-187186","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar System Q1 2026 revenue $1.171B, EPS $1.16 up 36% YoY; declares $0.40 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 revenue $1.171B, up 1.6% vs $1.153B in Q1 2025","Diluted EPS $1.16 vs $0.85 in Q1 2025, a 36% increase","Gross profit $112.5M, up 14.5%; variable contribution $172.2M, up 6.7%","Declared quarterly dividend of $0.40 per share payable June 9, 2026","Purchased 150,923 shares in Q1 2026 for $22.6M under buyback program"],"consensus_eps_estimate":null,"consensus_eps_actual":1.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":1171291000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99208,"accession_number":"0001193125-26-139160","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Landstar GC Kneller to resign May 8; Dugas named interim GC","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael K. Kneller, VP, General Counsel and Secretary since 2005, to resign May 8, 2026 to join law firm Scopelitis, Garvin, Light, Hanson & Feary, P.C.","Vallie S. Dugas, currently VP and Assistant General Counsel, appointed as Interim VP, General Counsel and Secretary effective May 8, 2026.","Kneller's departure is voluntary; no known disagreement with the company's operations or policies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115088,"accession_number":"0001193125-26-027265","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q4 EPS $0.70 vs $1.31 YoY; elevated insurance claims weigh on results","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,174M (-3% YoY); EPS $0.70 vs $1.31 prior year.","Insurance/claims expense $56M vs $30M; $16.7M from three tragic accidents, $5.3M reserve increase.","Truck revenue per load improved sequentially; Dec up 6% vs Oct. Unsided/platform rev $401M.","Recorded $2.1M impairment ($0.05/sh) on sale of Mexican subsidiary Landstar Metro.","Declared $0.40 quarterly dividend payable Mar 11; repurchased 286,695 shares for $37M in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":3.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":4743760000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115087,"accession_number":"0001193125-26-018078","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2026-01-21T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Landstar prelim Q4 revenue $1,174M, EPS $0.70 vs $1.31; insurance costs surge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $1,174M (down 3% YoY); basic/diluted EPS $0.70 vs $1.31 in Q4 2024.","Operating income expected at $30M; insurance & claims costs $56M including $22M discrete items.","$11M charge from two tragic vehicular accidents; $5.7M charge from adverse Cabral judgment (100% liability).","Actuarial reserves increased $5.3M due to higher claims exposure over $1M; $2.1M impairment on Landstar Metro sale.","Truck revenue per load up ~1%, loads hauled down ~1% YoY; van loadings decreased, unsided/platform increased."],"consensus_eps_estimate":null,"consensus_eps_actual":3.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":4743760000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131478,"accession_number":"0001193125-25-307529","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Landstar declares $2.00 special dividend payable Jan 21, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Special cash dividend of $2.00 per share declared on December 3, 2025.","Payable on or about January 21, 2026 to stockholders of record January 6, 2026.","Approved by Board of Directors as an other event under Item 8.01."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131477,"accession_number":"0001193125-25-258044","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Landstar elects two new independent directors; board expands to ten","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Barr Blanton and Melanie Housey Hart elected to Landstar board effective Oct 31, 2025; terms expire at 2026 annual meeting.","Board size expanded from eight to ten members; both appointees deemed independent and financially literate.","Each new director receives prorated restricted stock award valued at ~$80,959 and $100k annual director fee prorated.","Both appointed to Audit, Compensation, Governance, Safety/Risk, and Strategic Planning committees.","Melanie Housey Hart designated as audit committee financial expert under SEC rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131476,"accession_number":"0001193125-25-253591","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q3 GAAP EPS $0.56 vs $1.41 YoY on $66M impairment; adjusted EPS $1.22","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,205M vs $1,214M YoY; truck revenue per load and loads flat.","GAAP EPS $0.56 includes $0.66/share non-cash impairment: Mexico unit ($16.1M), TMS wind-down ($9M), tech startup ($5M).","Adjusted EPS $1.22; BCO truck count grew sequentially for first time since Q1 2022.","Dividend $0.40/share payable Dec 9 to holders of record Nov 18; Q3 share buybacks $40.6M.","Cash and short-term investments $434M; trailing ROE 15%, ROIC 13%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":3569291000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148065,"accession_number":"0001193125-25-179448","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["2.05","2.06","8.01"],"status":"ready","headline":"Landstar System provides update on strategic review, impairments, and Texas litigation verdict","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Strategic review leads to plan to sell Mexican subsidiary Landstar Metro; expects Q3 non-cash impairment of $13M-$17M ($0.28-$0.37/share).","Company to wind-down Blue TMS, record $9.0M non-cash impairment ($0.20/share) in Q3 2025.","Write-down minority investment in Cavnue by up to $5.0M ($0.11/share) in Q3 2025.","Jury verdict in Texas accident case finds Landstar Ranger acted as broker, 15% liability = $3.42M of $22.8M total; company says immaterial accrual unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148064,"accession_number":"0001193125-25-168015","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q2 EPS $1.20, revenue $1.211B; platform equipment revenue up, BCO count stable","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 EPS $1.20 (down from $1.48 YoY); revenue $1.211B (down from $1.225B).","Truck revenue per load +2.6% YoY; loads -1.5%; platform equipment revenue $401M vs $381M.","Net BCO truck count flat sequentially (best since Q2 2022); sequential truck rev per load +3.2%.","Q2 share repurchases $42.4M (300K shares); quarterly dividend $0.40 payable Sep 9.","Cash & short-term investments $426M; ROE 17%, ROIC 16%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":2363885000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166813,"accession_number":"0001193125-25-123208","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Landstar shareholders reject say-on-pay at 2025 annual meeting; all directors elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Advisory vote on 2024 executive compensation failed: 15.2M for vs 17.0M against (52.8% opposed).","All eight director nominees elected; David G. Bannister received 4.0M votes withheld, Diana M. Murphy 2.9M.","KPMG LLP ratified as FY2025 auditor with 32.9M votes for (98.7% approval).","Approximately 96% of outstanding shares (33.4M) represented at the meeting.","Say-on-pay failure signals significant shareholder discontent with compensation practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166812,"accession_number":"0001193125-25-118369","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q1 EPS $0.85 vs $1.32 YoY; revenue $1.153B; fraud charge $0.10; dividend raised 11% to $0.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS of $0.85 (GAAP) in Q1 2025, down from $1.32 in Q1 2024; adjusted EPS prior to fraud charge $0.95.","Revenue $1.153B, slightly down 1.5% YoY from $1.171B; truck loads down 1.2%.","Includes $4.8M pre-tax charge ($0.10 per share) for supply chain fraud in international forwarding; insurance costs elevated at 9.3% of BCO revenue.","Board declared quarterly dividend $0.40, up 11% from $0.36; payable June 24 to holders of record June 5.","Operating income $39.4M vs $60.0M YoY; gross profit $98M vs $114M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":1152502000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166811,"accession_number":"0001193125-25-095315","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar reschedules Q1 earnings to May 13, cites supply chain fraud with ~$15M impact","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Earnings release and conference call moved from April 29 to May 13, 2025; Form 12b-25 filed for 10-Q extension.","Supply chain fraud identified in international freight forwarding; limited to one independent agency, not core truckload.","Adverse financial impact capped at $15M net income (~$0.43 per share after-tax) before insurance or recoveries.","Q1 total revenue $1.153B (upper half of guidance); EPS $0.95 ex-fraud impact; cash $473M as of March 29."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166810,"accession_number":"0001193125-25-071384","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Landstar reduces Q1 EPS view to $0.90-$0.95, discloses supply chain fraud","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["New Q1 EPS guidance $0.90-$0.95 vs prior $1.05-$1.25 due to elevated insurance/claims costs.","Identified supply chain fraud may impair EPS by $0.35-$0.50 from trade receivable; investigation ongoing.","Q1 revenue expected at or near prior midpoint of $1.075B-$1.175B.","Truck loads down ~4% YoY through 8 weeks; revenue per load flat.","Repurchased 386k shares for ~$60M in Q1; 2.16M shares remain authorized."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":1152502000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184217,"accession_number":"0001193125-25-015775","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q4 EPS falls to $1.31 from $1.62; revenue $1.209B up 0.4% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 EPS of $1.31, down from $1.62 in Q4 2023; net income declined as insurance costs spiked.","Revenue of $1.209B, up slightly from $1.204B YoY; first quarterly revenue growth since Q3 2022.","Truck revenue per load up 3.1% YoY; loads hauled down 3.4%, near low end of guidance range.","Insurance & claims costs at 6.7% of BCO revenue, well above historical 4.7% average due to fraud/theft.","Quarterly dividend declared at $0.36 per share, payable March 11, 2025; share buyback continues."],"consensus_eps_estimate":null,"consensus_eps_actual":5.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":4819245000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200814,"accession_number":"0001193125-24-274367","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Landstar declares special cash dividend of $2.00 per share payable Jan 21, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Special cash dividend of $2.00 per share on common stock declared by Board.","Record date: close of business on January 7, 2025.","Payment date: on or about January 21, 2025.","Dividend is in addition to any regular quarterly dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200813,"accession_number":"0001193125-24-259871","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2024-11-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Landstar appoints Joseph Beacom as subsidiary President; Miller promoted to Chief Safety Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joseph Beacom named President of Landstar System Holdings, Inc. effective Dec 1, 2024.","Beacom salary raised to $400,000, with 80% target bonus; role ends Dec 2025, then Special Advisor to CEO.","Matthew Miller promoted to VP and Chief Safety & Operations Officer, effective Dec 1, 2024.","Miller salary set at $300,000 with 50% target bonus; previously EVP at Landstar Transportation Logistics.","Beacom's Key Executive Employment Protection Agreement terminates Dec 28, 2025; no further equity grants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200812,"accession_number":"0001193125-24-246572","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q3 revenue falls 5.8% to $1.214B; EPS $1.41 vs $1.71","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.214B, down 5.9% YoY; EPS $1.41 vs $1.71 (down 17.5%).","Truck loads down 7.7% YoY; truck revenue per load up 0.7%.","Gross profit $112.7M vs $128.1M; variable contribution $171.4M vs $187.4M.","Board declared $0.36 quarterly dividend payable Dec 10, record Nov 19.","Repurchased ~121k shares for $22.4M in Q3; $531M cash on hand."],"consensus_eps_estimate":null,"consensus_eps_actual":4.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":3609915000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216816,"accession_number":"0001193125-24-188922","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q2 revenue falls 11% YoY to $1.225B; EPS down to $1.48; dividend raised 9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.225B vs $1.374B YoY (-11%); EPS $1.48 vs $1.85 YoY (-20%).","Truck loads hauled down 8.9%; truck revenue per load down 2.6%.","Quarterly dividend raised 9% to $0.36/share; payable Sept 10, 2024 to holders of record Aug 20, 2024.","Repurchased ~316k shares for $57M in Q2; authorized share repurchase remaining ~2.68M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":2.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":2396048000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236543,"accession_number":"0001193125-24-133282","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Landstar annual meeting elects all six director nominees and approves KPMG and say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected: Bannister (31.3M for), Liang (32.4M), Lonegro (32.1M), Orlando (32.4M), Scanlon (32.4M), White (32.4M).","KPMG LLP ratified as auditor for FY2024 with 33.28M for (98.4%) and 0.53M against; 40k abstentions.","Advisory say-on-pay resolution approved: 31.43M for (93.8% of votes cast), 1.39M against, 61k abstentions.","Approximately 95% of outstanding shares (33.85M) were represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236542,"accession_number":"0001193125-24-111541","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q1 revenue $1.17B (-18% YoY), EPS $1.32 (-39% YoY), dividend $0.33","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,171M, down from $1,436M YoY; EPS $1.32, down from $2.17 YoY.","Truck loads down 13% YoY; truck revenue per load down 7% YoY.","Gross profit $113.9M vs $152.9M; variable contribution $168.2M vs $208.7M.","Quarterly dividend of $0.33 per share declared, payable May 24, 2024.","Cash & short-term investments ~$530M; trailing ROE 23%, ROIC 22%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":1171043000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254175,"accession_number":"0001193125-24-020984","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q4 2023 EPS $1.62 on revenue $1.204B; Q1 guidance points to further declines","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 EPS $1.62 vs $2.60 in prior-year 14-week quarter; revenue $1.204B vs $1.675B.","Truck loads hauled down 22% YoY; truck revenue per load down 10% YoY.","Gross profit $124.6M, variable contribution $178.1M, both significantly lower YoY.","Q1 2024 guidance: revenue $1.10B-$1.15B, EPS $1.25-$1.35, citing continued soft demand.","Quarterly dividend declared $0.33 per share, payable March 8, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":7.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":5303322000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271644,"accession_number":"0001193125-23-288879","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Landstar declares $2.00 special dividend and expands share repurchase authorization","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board authorized purchase of up to 319,332 additional shares; aggregate authorization now 3,000,000 shares.","Special cash dividend of $2.00 per share declared, payable January 19, 2024 to holders of record January 3, 2024.","Share purchase program has no assigned expiration date for the new authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271643,"accession_number":"0001193125-23-288872","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Landstar CEO Gattoni to retire Feb 2, 2024; Frank Lonegro named new CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Gattoni resigns as CEO and board member effective Feb 2, 2024 after 28 years; will serve as special advisor to new CEO until July 1, 2024.","Frank Lonegro, 55, joins as President and CEO and board member effective Feb 2, 2024; previously EVP & CFO of Beacon Roofing Supply.","Lonegro receives $800k salary, 100% bonus target, $2M sign-on restricted stock (vests 2 years), $800k cash bonus replacement, and $10M performance stock units tied to 9% TSR CAGR.","Lonegro also eligible for initial February 2024 equity grants of $2M PSUs, $1M restricted stock, and $1M TSR-based PSUs.","Gattoni's 2023 MICP bonus remains if conditions met; his equity vesting continues through Retirement Date, then ceases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271642,"accession_number":"0001193125-23-263100","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q3 revenue $1.289B, EPS $1.71, down sharply YoY; Q4 guidance weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2023 revenue of $1.289B vs $1.816B in Q3 2022; EPS of $1.71 vs $2.76.","Truck revenue per load down 12% YoY; loads hauled via truck down 16%.","Gross profit fell to $128.1M from $185.7M; variable contribution also declined.","Q4 2023 guidance: revenue $1.225-1.275B, EPS $1.60-1.70.","Quarterly dividend of $0.33 declared, payable Dec 1, 2023 to record Nov 7."],"consensus_eps_estimate":null,"consensus_eps_actual":5.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":4098877000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288504,"accession_number":"0001193125-23-194654","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q2 revenue $1.374B, EPS $1.85; guides Q3 EPS $1.65-1.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["DEPS $1.85 vs $3.05 YoY; revenue $1.374B vs $1.975B, down 30%.","Gross profit $139.7M, variable contribution $198.2M; truck loads down 16% YoY.","Quarterly dividend raised $0.03 to $0.33/share (10% increase), payable Aug 25.","Q3 guidance: revenue $1.275B-$1.325B, DEPS $1.65-$1.75 on continued soft demand."],"consensus_eps_estimate":null,"consensus_eps_actual":4.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":2809532000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309034,"accession_number":"0001193125-23-151824","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-05-23T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Landstar cuts Q2 2023 guidance: revenue $1.325B-$1.375B (below prior), EPS $1.75-$1.85","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revenue expected $1.325B-$1.375B vs prior $1.40B-$1.45B; midpoint $75M (5.3%) below prior midpoint.","Diluted EPS guidance reduced to $1.75-$1.85 from prior $1.90-$2.00.","Truck load volumes trending 16-18% lower YoY; revenue per load down 14-16% YoY.","Updated guidance issued ahead of Wolfe Research conference; insurance and tax assumptions unchanged.","CEO James Gattoni and CFO James Todd to present revised outlook on May 24, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309033,"accession_number":"0001193125-23-141775","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-05-11T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Landstar stockholders approve board declassification; annual director elections by 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Declassification approved with 32.8M votes for, 4.7K against; effective immediately.","Board will be fully declassified by 2025; annually elected directors may be removed with or without cause by majority vote.","Three directors elected: Bannister, Liang, Scanlon to terms expiring at 2024 annual meeting.","KPMG LLP ratified as independent auditor for FY2023 (33.4M for, 556.9K against).","Advisory votes on executive compensation approved; future votes to be held annually per shareholder preference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309032,"accession_number":"0001193125-23-118611","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q1 revenue $1.44B, EPS $2.17 vs $3.34 YoY; guides Q2 EPS $1.90-$2.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.436B, down 27% YoY; DEPS $2.17, down 35% YoY.","Truck rev/load -14% YoY; loads -12% YoY; variable contribution $208.7M vs $270.5M.","Q2 2023 guidance: revenue $1.40B-$1.45B, DEPS $1.90-$2.00.","Dividend held at $0.30/share payable May 26; repurchased 90k shares for $15.4M.","Insurance/claims expense 5.3% of BCO revenue; effective tax rate 24.4% expected in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":2.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":1435675000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327795,"accession_number":"0001193125-23-052365","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["1.01","5.02","9.01"],"status":"ready","headline":"Landstar CCO Robert Brasher steps down, becomes Special Advisor to CEO through June 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Brasher resigns as VP and Chief Commercial Officer effective Feb 27, 2023.","Appointed Special Advisor to CEO; salary reduced to $175,000 annually.","No bonus eligibility under MICP for fiscal years 2023 or 2024.","Key Executive Employment Protection Agreement terminated; non-compete until June 30, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327794,"accession_number":"0001193125-23-021621","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2023-02-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q4 revenue $1.675B, DEPS $2.60; full-year records but Q4 down YoY; Q1 2023 guidance weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 DEPS $2.60 vs $2.99 in 2021; revenue $1.675B vs $1.945B; extra week contributed ~$65M revenue.","FY2022 revenue ~$7.4B (record), DEPS $11.76 (up 18% YoY); operating income $571M record.","Q1 2023 guidance: revenue $1.40B-$1.45B, DEPS $2.05-$2.15; truck loads down 10-12% YoY in January.","Board declared $0.30 quarterly dividend, payable March 10, 2023 to holders of record Feb 13, 2023.","Truck revenue per load down 7% YoY; loads down 5.5%; soft peak season and weaker demand cited."],"consensus_eps_estimate":null,"consensus_eps_actual":11.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":7436562000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345475,"accession_number":"0001193125-22-300206","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-12-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Landstar authorizes additional 1.9M share repurchase and $2.00 special dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board authorized repurchase of up to 1,900,826 additional shares, bringing total authorization to 3,000,000 shares.","Special cash dividend of $2.00 per share declared, payable on or about January 20, 2023.","Record date for the special dividend is January 6, 2023.","No expiration date assigned to the new share repurchase authorization.","The December 6, 2022 authorization supplements existing share purchase program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345474,"accession_number":"0001193125-22-265307","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-10-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar reports Q3 record revenue $1.816B and DEPS $2.76; Q4 guidance cautious","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.816B (+5% YoY) and DEPS $2.76 (+7% YoY), both all-time Q3 records.","Gross profit $185.7M (-2% YoY); variable contribution $245.7M (+1% YoY).","Q4 2022 guidance: revenue $1.775B-1.825B, DEPS $2.60-2.70; truck loads expected down 2-4% YoY including extra week.","Truck transportation revenue $1,598.8M (88% of revenue); rail/air/ocean $191.9M (+49% YoY).","Declared quarterly dividend $0.30/share payable Dec 2; repurchased 504k shares for $73.3M in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":9.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":5761795000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361931,"accession_number":"0001193125-22-198128","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-07-20T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q2 record revenue $1.975B, EPS $3.05; dividend raised 20% to $0.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.975B (+26% YoY), net income $112.6M (+22%), DEPS $3.05 (+27%).","Truck loads hauled +10% YoY; revenue per truck load +10% YoY.","Quarterly dividend increased 20% to $0.30/share, payable Aug 26 to record Aug 8.","Q3 guidance: revenue $1.80B-$1.85B, DEPS $2.75-$2.85.","Repurchased 703k shares for $103.3M in Q2; $300M credit facility extended to 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":6.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":3945663000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361930,"accession_number":"0001193125-22-190069","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-07-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Landstar amends credit agreement: facility increased to $300M, maturity extended to July 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility increased from $250M to $300M, with accordion feature up to $600M.","Maturity extended to July 2027; LIBOR replaced with Term SOFR.","No outstanding borrowings as of July 1, 2022.","Covenants include minimum fixed charge coverage and maximum leverage ratios."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381385,"accession_number":"0001193125-22-164626","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-06-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Landstar CFO Fred Pensotti to depart July 1, 2022; James Todd promoted to CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fred Pensotti will step down as VP and CFO effective July 1, 2022, to pursue another opportunity.","James P. Todd, previously VP and Corporate Controller, promoted to VP and CFO, effective July 1, 2022.","Todd's annual salary increases to $340,000; eligible for annual bonus with threshold target of 50% of base salary.","Todd will enter into Indemnification and Key Executive Employment Protection Agreements with severance equal to 2x base salary plus target bonus upon qualifying change-in-control termination.","Pensotti will receive separation benefits per his May 2021 letter agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381384,"accession_number":"0001193125-22-149526","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Landstar announces annual meeting voting results; all proposals approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Teresa L. White (Class I), Homaira Akbari & Diana M. Murphy (Class II), James L. Liang (Class III) as directors.","Ratified KPMG LLP as independent auditor for FY2022: 34.3M votes for, 0.7M against.","Advisory vote on 2021 executive compensation approved: 32.9M for, 1.0M against.","Approved 2022 Directors Stock Compensation Plan: 33.4M for, 0.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381383,"accession_number":"0001193125-22-111156","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-04-20T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar reports record Q1 revenue $1.97B, EPS $3.34; guides Q2 rev $2.0-2.05B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $1.971B (+53% YoY); net income $124.8M (+62%); diluted EPS $3.34 (+66%).","Gross profit record $214.6M; variable contribution record $270.5M (+43% YoY).","Q2 guidance: revenue $2.0-2.05B, DEPS $3.22-3.32, truck loads +11-13% YoY.","Declared quarterly dividend $0.25/share, payable May 27, 2022; record May 5, 2022.","Repurchased ~694k shares for $109.3M; authorized ~2.3M additional shares."],"consensus_eps_estimate":null,"consensus_eps_actual":3.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1970599000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381382,"accession_number":"0001193125-22-096209","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-04-05T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Landstar raises Q1 2022 guidance; expects revenue $1.955-1.975B, EPS $3.30-3.35","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue guidance raised to $1.955-1.975B from $1.70-1.75B (12-13% above prior high end).","DEPS guidance raised to $3.30-3.35 from $2.70-2.80 (18-20% above prior high end).","Loads via truck up ~20% YoY; revenue per load up ~22% YoY for the quarter.","Ukraine agency impact less than initially feared; no assurances on future disruption.","Repurchased ~694k shares for $109.3M during Q1 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":3.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1970599000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399380,"accession_number":"0001193125-22-061364","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Landstar elects Teresa L. White and James L. Liang to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded to nine members; White and Liang elected as Class I and Class III directors, effective March 1, 2022.","Both appointed to Audit, Compensation, Nominating & ESG, Safety & Risk, and Strategic Planning committees.","Each receives pro-rated restricted stock award (~$21,699) and annual director fee of $75,000.","Liang qualifies as audit committee financial expert; both are independent under SEC and Nasdaq rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399379,"accession_number":"0001193125-22-056276","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-02-28T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Landstar estimates up to $100M Q1 revenue hit from Ukraine disruption; still expects to top prior guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Two largest independent agencies, generating 13% of 2021 revenue ($860M), have operations disrupted by Russian invasion of Ukraine.","Complete disruption of Ukrainian ops could reduce truckload revenue by $20-25M per week; up to $0.18 EPS impact in Q1.","Despite disruption, Q1 revenue expected to exceed prior guidance high end ($1.75B) by mid-single-digit percentage; EPS by low double-digit.","Through Feb 25, 2022, repurchased 641,000 shares for ~$101.2M.","Agency with US headquarters but significant operations in eastern Ukraine is the largest by revenue in 2021 ($740M, 11% of revenue)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399378,"accession_number":"0001193125-22-018321","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2022-01-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q4 revenue $1.945B (+50% YoY), DEPS $2.99 vs guidance $2.83-$2.93","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2021 revenue $1.945B (record), net income $113.3M, diluted EPS $2.99 (record); beat upwardly revised guidance.","Full-year 2021 revenue ~$6.5B (record), DEPS $9.98 (record), operating income $506M (+100% YoY), loads hauled >2.4M.","Q1 2022 guidance: revenue $1.70-$1.75B, DEPS $2.70-$2.80; truck loads +12-14% YoY, revenue per load +14-17% YoY.","Quarterly dividend $0.25/share payable March 11, 2022, to holders of record Feb 14; $122.7M share repurchases in FY 2021.","Ocean/air cargo revenue surged 131% YoY to $174.6M; truck loadings rose 22% YoY, setting a Q4 record."],"consensus_eps_estimate":null,"consensus_eps_actual":9.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":6537568000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418362,"accession_number":"0001193125-21-351467","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2021-12-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Landstar board authorizes additional share repurchase and declares $2.00 special dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Authorized repurchase of up to 1,912,824 additional shares; total authorization now 3,000,000 shares as of Dec 7, 2021.","Special cash dividend of $2.00 per share declared, payable Jan 21, 2022 to holders of record Jan 7, 2022.","No expiration date for December 7, 2021 authorization; repurchases may be made in open market or private transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418361,"accession_number":"0001193125-21-343684","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2021-11-30T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Landstar raises Q4 2021 guidance: revenue $1.85-1.90B, EPS $2.83-2.93","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue forecast $1.85B-$1.90B, midpoint 8.7% above prior guidance of $1.70B-$1.75B.","Diluted EPS expected $2.83-$2.93, up from prior $2.55-$2.65 range.","Truck load volumes up 20-22% YoY; revenue per load up high teens percentage.","YTD through Nov 26 repurchased ~734K shares for ~$122.7M.","CEO and CFO to present update at Stephens 2021 Annual Investment Conference on Dec 1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418360,"accession_number":"0001193125-21-303075","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2021-10-20T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Landstar Q3 EPS $2.58 (record), revenue $1.734B, up 60% YoY; guides Q4 EPS $2.55-2.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record diluted EPS of $2.58 (vs. $1.61 YoY, up 60%); net income $98.7M.","Revenue $1.734B (up 60% YoY); operating income record $131.4M.","Q4 guidance: rev $1.70-1.75B, EPS $2.55-2.65.","FY2021 expected: rev >$6B, EPS >$9.55 (both all-time records).","Quarterly dividend $0.25/share, payable Dec 3, record Nov 9; repurchased 167k shares in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":7.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":4592551000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":435922,"accession_number":"0001193125-21-249190","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2021-08-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Landstar raises Q3 2021 revenue and EPS guidance above prior ranges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q3 revenue guidance raised to $1.68B-$1.72B, midpoint up $125M (7.9%) from prior $1.55B-$1.60B.","Q3 diluted EPS guidance raised to $2.45-$2.55, vs prior $2.20-$2.30 range.","Truckload volume trending above Q2 in low single-digit %; revenue per load up mid single-digit %.","Insurance and claims expense assumption unchanged at 4.6% of BCO revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":435921,"accession_number":"0001193125-21-220679","cik":853816,"company_name":"LANDSTAR SYSTEM INC","ticker":"LSTR","form_type":"8-K","filed_at":"2021-07-21T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Landstar Q2 2021: record revenue $1.571B, diluted EPS $2.40, dividend +19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.571B (prior $824M); net income $92.3M vs $24.3M; diluted EPS $2.40.","Truck trans. revenue $1.444B; van loads +43% YoY, platform loads +35% YoY.","Quarterly dividend raised 19% to $0.25/share; largest increase in history.","Q3 guidance: revenue $1.55B-$1.60B, diluted EPS $2.20-$2.30.","Repurchased 150K shares ($23.8M); 1.67M shares remaining under buyback."],"consensus_eps_estimate":null,"consensus_eps_actual":4.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":2858252000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6821945593.246226,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-07-21T23:59:59+00:00|435921"}