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Landstar System LSTR Stock-Based Comp

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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:ShareBasedCompensation.

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, 2026Twenty-Six Weeks Ended / June 28, 2025Thirteen Weeks Ended / June 27, 2026Thirteen Weeks Ended / June 28, 2025
Total cost of the Plans during the period$5,420$3,657$2,933$1,619
Amount of related income tax benefit recognized during the period(1,341)(792)(883)(344)
Net cost of the Plans during the period$4,079$2,865$2,050$1,275

Item 1. Financial Statements

FAQ

What is Landstar System's stock-based comp?
Landstar System (LSTR) reported stock-based comp of $2.93M in Q2 2026.
How has Landstar System's stock-based comp changed year-over-year?
Landstar System's stock-based comp increased by 81.2% year-over-year, from $1.62M to $2.93M.
What is the long-term trend for Landstar System's stock-based comp?
Over 4 years (2021 to 2025), Landstar System's stock-based comp has grown at a -31.7% compound annual growth rate (CAGR), from $27.54M to $6M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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