Landstar reports Q2 revenue up 18% to $1.43B, EPS up 20% to $1.44, raises dividend 10%

Filed July 28, 2026 · Period ending July 28, 2026 · ~1 min read

Key Changes

• high

  Q2 2026 revenue rose 18% YoY to $1.432B and EPS increased 20% to $1.44, driven by 17% higher truck revenue per load and 2% volume growth; July trends show truck loads up 5% YoY and revenue per load up 26% YoY, both above seasonal norms.

  Exhibit 99.1 view on EDGAR →
• high

  Insurance and claims expense jumped to $39.4M from $30.4M in Q2 2025, primarily from unfavorable development of prior years' claims despite lower current accident frequency; management cited the challenging claims environment and recent Supreme Court Montgomery decision on broker liability.

  Exhibit 99.1 view on EDGAR →
• medium

  Board raised quarterly dividend 10% to $0.44/share (from $0.40), payable September 9, 2026 to shareholders of record August 18, 2026.

  Exhibit 99.1 view on EDGAR →