Landstar

Q2 FY2026 EarningsQ2 FY26 beat consensus across key top and bottom-line metrics: revenue reached $1,432.3M vs. $1,336.3M expected, while Diluted EPS of $1.44 beat the $1.486 mean but remained within the $1.31-$1.60 estimate range. Revenue growth of 18.2% YoY was primarily driven by a 17% increase in truck brokerage revenue per load amid a tightening capacity environment. Despite a slight miss in gross margin (13.92% actual vs. 14.22% expected) due to higher purchased transportation costs, robust volume in van and platform equipment supported the overall beat.