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Landstar System LSTR Insurance — Insurance And Claims

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Other financials

Income statement

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Revenue$1.4B+18.2%
Operating income$66.2M+17.7%
Net income$49.0M+16.8%
EPS (diluted)$1.44+20.0%

Balance sheet

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Cash & equivalents$294.4M-18.1%
Total debt$91.9M-21.4%
Total equity$836.7M-9.2%
Total assets$1.7B+2.5%

Cash flow

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Operating cash flow$78.2M+40.4%
CapEx$2.9M+16.9%
Free cash flow$72.4M+34.6%

Valuation

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Market cap$6.09B+33.3%
Enterprise value$5.88B+36.1%
P/E46.2×+19.0×
P/S1.2×+0.3×

Profitability

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Operating margin3.5%-1.0pp
Net margin2.6%-0.9pp
FCF margin4.9%+0.2pp

Returns & leverage

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Return on equity15%-2.5pp
Debt / equity0.1×0.0×
Current ratio1.8×-0.2×

Where this comes from

Reported directly by Landstar System in its filing.

Tagged under the XBRL concept lstr:InsuranceAndClaims.

The source filing: Landstar System’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 12:54 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-322966
Line itemTwenty-Six Weeks Ended / June 27, 2026 / Transportation LogisticsTwenty-Six Weeks Ended / June 27, 2026 / InsuranceTwenty-Six Weeks Ended / June 27, 2026 / TotalTwenty-Six Weeks Ended / June 28, 2025 / Transportation LogisticsTwenty-Six Weeks Ended / June 28, 2025 / InsuranceTwenty-Six Weeks Ended / June 28, 2025 / Total
Purchased transportation1,123,4001,123,400941,411941,411
Commissions to agents109,435109,43599,52299,522
Other operating costs, net of gains on asset sales/dispositions17,94517,94519,59519,595
Insurance and claims30,83548,85379,68829,51742,44671,963
Selling, general and administrative64,9563,23768,19352,5593,14755,706
Depreciation and amortization10,40910,40912,14912,149
Operating income60,7855,44366,22841,93414,34656,280
Operating income66,22856,280

Item 1. Financial Statements

FAQ

What is Landstar System's insurance — insurance and claims?
Landstar System (LSTR) reported insurance — insurance and claims of $48.85M in Q2 2026.
How has Landstar System's insurance — insurance and claims changed year-over-year?
Landstar System's insurance — insurance and claims increased by 15.1% year-over-year, from $42.45M to $48.85M.
What is the long-term trend for Landstar System's insurance — insurance and claims?
Over 3 years (2022 to 2025), Landstar System's insurance — insurance and claims has grown at a 4.9% compound annual growth rate (CAGR), from $99.59M to $114.79M.
What does insurance — insurance and claims mean?
This metric tracks the total costs incurred by the insurance segment related to policy claims, loss adjustments, and insurance-related liabilities. It is a critical measure of the segment's underwriting performance and risk management effectiveness. High or volatile levels of claims expense can significantly impact the overall profitability of the insurance business unit.

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