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BCS

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

Landstar System, Inc.

LSTRNASDAQEQUITYCurrent

Results of Operations and Financial Condition · Regulation FD Disclosure

Item 2.02 Results of Operations and Financial Condition On October 27, 2026, Landstar System, Inc. (“Landstar” or the “Company”) issued a press release announcing results for the thirteen-week period ended September 26, 2026 (the third quarter of fiscal 2026). A copy of the press release is attached hereto as Exhibit 99.1.…

Filed Oct 27, 2026Accepted Oct 27, 2026, 4:22 PM EDTCIK 853816Accession 0001193125-26-434270
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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

Recent company filings

  1. 10-Q filingOct 28, 2026
  2. SCHEDULE 13G/A - filed by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC regarding LANDSTAR SYSTEM INCAug 13, 2026
  3. 4 filingAug 4, 2026
  4. 10-Q filingJul 29, 2026
  5. Results of Operations and Financial Condition · Regulation FD DisclosureJul 28, 2026

Registered securities in this filing

LANDSTAR SYSTEM INC · 8-K · Filed 2026-10-27

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common Stock

Symbol
LSTR
Exchange
NASDAQ
Classification
COMMON
Status
Current
Filing context

Context: duration_2026-10-27_to_2026-10-27

Dimensions: Not supplied

Accession 000119312526434270 · 1 registered-security cover member

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Disclosure sections

Items 2.02, 7.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results of Operations and Financial Condition On October 27, 2026, Landstar System, Inc. (“Landstar” or the “Company”) issued a press release announcing results for the thirteen-week period ended September 26, 2026 (the third quarter of fiscal 2026). A copy of the press release is attached hereto as Exhibit 99.1. The information contained in Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.2 hereto, 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 October 27, 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 October 27, 2026 in connection with the Company’s release of results for the third 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) d176512dex991.htm

Exhibit 99.1 For Immediate Release October 27, 2026 ─────────────────────────────────────────────── LANDSTAR SYSTEM REPORTS THIRD QUARTER REVENUE OF $1.512B AND EARNINGS PER SHARE OF $1.42 Jacksonville, FL - Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today reported its financial results for the 2026 third quarter. The Company reported total revenue of $1.512 billion in the 2026 third quarter, an increase of 25% as compared to revenue of $1.205 billion in the 2025 third quarter, and basic and diluted earnings per share (“EPS”) of $1.42 in the 2026 third quarter, an increase of 154% as compared to EPS of $0.56 in the 2025 third quarter. It should be noted that EPS in the 2025 third quarter was negatively impacted by non-cash impairment charges of $30.1 million, or $0.66 per share, related to the previously disclosed strategic review of operations conducted during the 2025 third quarter, and, as further described below, the 2026 third quarter EPS was negatively impacted by highly elevated insurance and claim costs. The Company also reported a 14% increase in gross profit and a 25% increase in variable contribution (defined as revenue less the cost o…

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EX-99.2 (by filename) d176512dex992.htm

Date Landstar System, Inc. Earnings Conference Call 3Q 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 and Form 10-Q for the 2026 second quarter 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. 3Q 2026 In this slide presentat…

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