Current Report · Items 2.02, 7.01, 9.01 · 8-K

Landstar System, Inc.

LSTRNASDAQEQUITYCurrent

Results of Operations and Financial Condition · Regulation FD Disclosure

Filed Jul 28, 2026Accepted Jul 28, 2026, 4:22 PM EDTCIK 853816Accession 0001193125-26-321050

Company context

Landstar System, Inc., is a technology-enabled, asset-light provider of freight transportation and logistics solutions focused on safety, security and service to a broad range of customers utilizing a network of agents, third-party capacity providers and employees. Landstar transportation services companies are certified to ISO 9001:2015 quality management system standards and RC14001:2015 environmental, health, safety and security management system standards. Landstar System, Inc. is headquartered in Jacksonville, Florida. Its common stock trades on The NASDAQ Stock Market® under the symbol LSTR.

Current securities

LSTRNASDAQ · EQUITY · Current

Recent company filings

Disclosure sections

Items 2.02, 7.01, 9.01

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Item 2.02Item 2.02 - Results of Operations

Item 2.02 Results of Operations and Financial Condition On July 28, 2026, Landstar System, Inc. (“Landstar” or the “Company”) issued a press release announcing results for the second quarter of fiscal 2026. A copy of the press release is attached hereto as Exhibit 99.1. The information contained in Item 7.01 concerning the presentation to Landstar investors is hereby incorporated into this Item 2.02 by reference. The information furnished under Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933.

Item 7.01Item 7.01 - Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure A slide presentation, dated July 28, 2026, is attached hereto as Exhibit 99.2 and is incorporated herein by reference. The slide presentation provides information that may be referred to by the Company on its conference call with investors scheduled to occur on July 28, 2026 in connection with the Company’s release of results for the second quarter of fiscal 2026. The information furnished under Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.2 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933.

Filed exhibits (2)

EX-99.1 (by filename) d123956dex991.htm

EX-99.1 2 d123956dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 For Immediate Release July 28, 2026 ──────────────────────────────────────────── LANDSTAR SYSTEM REPORTS SECOND QUARTER REVENUE OF $1.432B AND EARNINGS PER SHARE OF $1.44 Jacksonville, FL - Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported its financial results for the 2026 second quarter. The Company reported total revenue of $1.432 billion in the 2026 second quarter, an increase of 18% as compared to revenue of $1.211 billion in the 2025 second quarter, and basic and diluted earnings per share (“EPS”) of $1.44 in the 2026 second quarter, an increase of 20% as compared to EPS of $1.20 per share in the 2025 second quarter. The Company also reported a 21% increase in gross profit and a 17% increase in variable contribution (defined as revenue less the cost of purchased transportation and commissions to agents) in the 2026 second quarter, as compared in each case to the 2025 second quarter. “The Landstar team of independent business owners and employees truly shined in a rapidly improving freight transportation backdrop. I was pleased that our network generated both truck volume…

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EX-99.2 (by filename) d123956dex992.htm

EX-99.2 3 d123956dex992.htm EX-99.2 EX-99.2 Date Landstar System, Inc. Earnings Conference Call 2Q 2026 Exhibit 99.2 Forward-Looking Statements Disclaimer The following is a “safe harbor” statement under the Private Securities Litigation Reform Act of 1995. Statements made in this slide presentation that are not based on historical facts are “forward-looking statements.” This presentation may make certain statements containing forward-looking statements, such as statements which relate to Landstar’s business objectives, plans, strategies and expectations. Such statements are by nature subject to uncertainties and risks, including but not limited to: the operational, financial or legal risks or uncertainties detailed in Landstar’s Form 10-K for the 2025 fiscal year, described in the section Risk Factors, and other SEC filings from time to time. These risks and uncertainties could cause actual results or events to differ materially from historical results or those anticipated. Investors should not place undue reliance on such forward-looking statements, and the Company undertakes no obligation to publicly update or revise any forward-looking statements. 2Q 2026 In this slide p…

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