LSTR

Landstar's stock performance over the past six months (March-September 2026) showed an 8.07% decrease in the past month and a 17.48% decrease over the past three months, yet it recorded a 19.10% year-to-date return and a 35.04% increase over the last 12 months as of September 17, 2026. Key events included Q1 2026 earnings in April, where EPS of $1.16 exceeded expectations and revenue of $1.17 billion was up 2% year-over-year with notable yield growth. In May, a U.S. Supreme Court ruling eliminated federal protections for freight brokers, increasing state-level liability risk and potential insurance costs for asset-light brokers like Landstar. The company entered a new three-year commercial auto liability insurance arrangement and implemented a new $300 million revolving credit facility in June 2026. Q2 2026 earnings in July reported record revenue of $1.43 billion, an 18.2% year-over-year increase, but EPS of $1.44 missed consensus, causing a 7.4% stock drop due to rising carrier and insurance costs. In August, Landstar announced an increase in its quarterly dividend to $0.44 per share, paid on September 9, 2026.