---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-027265"
form_type: "8-K"
ticker: "LSTR"
cik: "0000853816"
company_name: "LANDSTAR SYSTEM INC"
filed_at: "2026-01-28T23:59:59+00:00"
generated_at: "2026-05-16T07:15:55.228606+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Landstar Q4 EPS $0.70 vs $1.31 YoY; elevated insurance claims weigh on results

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-027265
- form_type: 8-K
- ticker: LSTR
- cik: 0000853816
- company_name: LANDSTAR SYSTEM INC
- filed_at: 2026-01-28T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/853816/000119312526027265/0001193125-26-027265-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/853816/000119312526027265/d85231d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-027265
- JSON: https://secwatch.observer/filing/0001193125-26-027265.json
- Plain text: https://secwatch.observer/filing/0001193125-26-027265.txt

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