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Landstar System LSTR Insurance — Revenue

Other segment segments

Transportation Logistics
$1.42B+18.5%

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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 us-gaap:Revenues.

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
June 27, 2026June 28, 2025
Transportation LogisticsInsuranceTotalTransportation LogisticsInsuranceTotal
External revenue$1,417,765$14,499$1,432,264$1,196,687$14,696$1,211,383
Internal revenue40,32940,32941,51441,514
Total revenue1,417,76554,8281,472,5931,196,68756,2101,252,897
Investment income2,7052,7053,7293,729
Purchased transportation1,123,4001,123,400941,411941,411
Commissions to agents109,435109,43599,52299,522

Item 1. Financial Statements

FAQ

What is Landstar System's insurance — revenue?
Landstar System (LSTR) reported insurance — revenue of $40.33M in Q2 2026.
How has Landstar System's insurance — revenue changed year-over-year?
Landstar System's insurance — revenue decreased by 2.9% year-over-year, from $41.51M to $40.33M.
What is the long-term trend for Landstar System's insurance — revenue?
Over 2 years (2021 to 2023), Landstar System's insurance — revenue has grown at a 9.0% compound annual growth rate (CAGR), from $71.86M to $85.34M.
What does insurance — revenue mean?
This metric represents the net revenue generated by the company's captive insurance operations after accounting for premiums and related service fees. It reflects the financial contribution of the insurance business unit to the company's total top-line performance. This revenue stream is distinct from core logistics services and highlights the company's ability to monetize risk management services for its network of owner-operators.

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