Trucking stocks skid as AI worries weigh

Shares of trucking and logistics companies sank on Thursday, the latest industry to be sideswiped by worries that quickly advancing AI technology will lead to increased competition for established firms that rely on software for their services.

Reuters • Feb 12, 2026

Landstar Q4 Earnings Beat Estimates, Revenues Miss, Both Down Y/Y

LSTR beats Q4 earnings estimates, though revenues slipped year over year, with tough freight demand and weaker ocean results weighing on performance.

Zacks Investment Research • Feb 3, 2026

Landstar System, Inc. (LSTR) Q4 2025 Earnings Call Transcript

Landstar System, Inc. (LSTR) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 29, 2026

Landstar System (LSTR) Surpasses Q4 Earnings Estimates

Landstar System (LSTR) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.31 per share a year ago.

Zacks Investment Research • Jan 28, 2026

Landstar (LSTR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Landstar (LSTR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Jan 29, 2026

Earnings Preview: Landstar System (LSTR) Q4 Earnings Expected to Decline

Landstar (LSTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jan 21, 2026

Quantum Capital Dumps 61,000 Landstar Shares Worth $12.8 Million

Sold 61,397 shares of Landstar System; estimated net position change of $12.83 million. The transaction represented 0.9% of Quantum Capital Management's reportable U.S. equity AUM.

The Motley Fool • Dec 31, 2025

Landstar System: The Recent Rally Is Justified, But It's Approaching My Target

Landstar System, Inc. remains resilient and profitable, with its well-diversified service offerings and enhanced efficiency. Its asset-light business model reduces its exposure to macroeconomic headwinds and driver shortage risks. LTL undercapacity and robust fundamentals allow it to sustain its operations and dividends, while capitalizing on potential opportunities.

Seeking Alpha • Dec 29, 2025

One Of The Most Important Rotations Of The Decade - Here's How I'm Preparing

I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, energy demand, and driving market concentration in the Mag-7. Current market valuations are unfavorable and top-heavy, with over 40% in the largest ten holdings.

Seeking Alpha • Dec 19, 2025

Landstar System Announces Special Dividend

JACKSONVILLE, Fla., Dec. 04, 2025 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR), a technology-enabled, asset-light provider of integrated transportation management solutions delivering safe, specialized transportation logistics services, announced that on December 3, 2025, its Board of Directors declared a special one-time cash dividend in the amount of $2.00 per share, payable on January 21, 2026 to stockholders of record as of the close of business on January 6, 2026.

GlobeNewsWire • Dec 4, 2025