Landstar reduces Q1 EPS view to $0.90-$0.95, discloses supply chain fraud

LANDSTAR SYSTEM INC

2025-Q1 EPS reported $0.85 revenue$1,152,502,000

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.

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