---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-095315"
form_type: "8-K"
ticker: "LSTR"
cik: "0000853816"
company_name: "LANDSTAR SYSTEM INC"
filed_at: "2025-04-25T23:59:59+00:00"
generated_at: "2026-05-23T06:26:02.168805+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Landstar reschedules Q1 earnings to May 13, cites supply chain fraud with ~$15M impact

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-095315
- form_type: 8-K
- ticker: LSTR
- cik: 0000853816
- company_name: LANDSTAR SYSTEM INC
- filed_at: 2025-04-25T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/853816/000119312525095315/0001193125-25-095315-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/853816/000119312525095315/d847377d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-095315
- JSON: https://secwatch.observer/filing/0001193125-25-095315.json
- Plain text: https://secwatch.observer/filing/0001193125-25-095315.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.