Upcoming Ex-Dividend Dates for Skyworks Solutions, Landstar System, and Natural Resource Partners
Upcoming Ex-Dividend Dates: On 11/18/25, Skyworks Solutions Inc (SWKS), Landstar System, Inc. (LSTR), and Natural Resource Partners LP (NRP) will trade ex-dividend, with respective dividends of $0.71, $0.40, and $0.75 scheduled for payment on 12/9/25 and 11/25/25.
Expected Price Adjustments: Following the ex-dividend date, shares of SWKS, LSTR, and NRP are expected to open lower by approximately 1.04%, 0.31%, and 0.72%, respectively, based on their recent stock prices.
Dividend Yield Estimates: The estimated annualized yields for the upcoming dividends are 4.17% for Skyworks Solutions Inc, 1.25% for Landstar System, Inc., and 2.90% for Natural Resource Partners LP, reflecting their historical dividend stability.
Current Trading Performance: As of the latest trading session, shares of Skyworks Solutions Inc, Landstar System, Inc., and Natural Resource Partners LP are down approximately 1.9%, 1.9%, and 1.5%, respectively.
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- Transport Sector Recovery: Transport stocks have surged 43% over the past year, significantly outperforming the S&P 500's 29%, indicating a robust recovery in the sector, particularly after the 'liberation day' tariff threats boosted market sentiment.
- CSX Stock Performance: CSX has risen 25% since last December, reaching an all-time high near $47 earlier this month, reflecting a technical breakout and strong investor confidence in its future growth, which is expected to continue attracting attention.
- Merger Dynamics: The merger between Norfolk Southern Corp. (NSC) and Union Pacific Corp. (UNP) is anticipated to receive regulatory approval by 2027, potentially controlling about 39% of the rail freight market share, which could have profound implications for the industry landscape.
- XPO's AI Optimization: XPO has implemented AI-driven route optimization tools across half its fleet, achieving a 4% productivity improvement in Q1, with expectations of 6%-8% annual revenue growth, demonstrating the company's ongoing commitment to enhancing operational efficiency.
- CSX Stock Surge: Since December, CSX's stock has risen nearly 30%, reaching an all-time high of close to $47 earlier this month, indicating strong market demand and investor confidence.
- Strong Financial Performance: In Q1, CSX reported a 2% year-over-year revenue increase, with operating income up 20% and EPS rising 26%, driven by a 560 basis point expansion in operating margin to 36%, showcasing effective cost control.
- M&A Activity: Amid the merger between Norfolk Southern and Union Pacific, CSX is actively pursuing strategic partnerships, recently establishing a nationwide collaboration with BNSF, enhancing its competitive position in the market.
- Optimistic Industry Outlook: The transport sector has surged 43% over the past 12 months, significantly outperforming the S&P 500's 29%, highlighting the industry's importance and potential in the economic recovery.
- Quarterly Dividend Announcement: Landstar System declares a quarterly dividend of $0.40 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more income-seeking investors.
- Dividend Yield: The forward yield of 0.84% reflects the company's relative attractiveness in the current market environment, potentially enhancing investor interest in its stock.
- Dividend Payment Timeline: The dividend is payable on June 9, with a record date of May 15 and an ex-dividend date also on May 15, providing investors with a clear timeline for their investment decisions.
- Revenue Growth Signal: Landstar indicates that April truck revenue per load is approximately 13% higher than in April 2025, suggesting strong performance in its transportation business and potentially signaling future revenue growth opportunities.
- Revenue Growth: Landstar's revenue increased approximately 2% year-over-year in Q1 2026, with gross profit rising about 14%, indicating strong profitability and resilience in a competitive transportation market.
- Shareholder Returns: The company returned approximately $104 million to shareholders in Q1 through capital return programs, including $82 million in dividends and $22 million in share repurchases, demonstrating a commitment to shareholder value and financial health.
- AI Integration Progress: Management highlighted the ongoing integration of AI into operations, with initial feedback indicating significant improvements in shipment visibility and efficiency, which not only helps reduce operational costs but may also enhance competitive positioning in the market.
- Market Outlook: Despite facing geopolitical and macroeconomic uncertainties, management opted to provide financial and operational commentary for Q2 rather than formal guidance, reflecting a cautious approach to future market dynamics.
- Earnings Performance: Landstar System reported Q1 GAAP EPS of $1.16, beating expectations by $0.04, which reflects the company's robust profitability and boosts investor confidence.
- Revenue Growth: The company achieved revenue of $1.17 billion in Q1, a 1.7% year-over-year increase that exceeded market expectations by $10 million, indicating sustained demand and adaptability in the transportation and logistics sector.
- Heavy Haul Record: Landstar set a record of $569 million in heavy haul, showcasing the success of its AI investments in accelerating network growth, further solidifying its market leadership.
- Market Reaction Analysis: While the market's selloff of Landstar is valid, the company is still considered fully priced, indicating a cautiously optimistic outlook from investors regarding its future growth potential.









