Landstar Honors 24 Contractors
Landstar System, Inc. recently honored 24 of its contractors as "Roadstars" at its annual convention in Miami, FL. These Roadstars were recognized for exemplifying the safety and service-conscious professionalism that defines the Landstar system. The article lists all 24 honorees and quotes Jeff Crowe, Chairman, President and CEO, on their importance.
Landstar Ligon, Albert Moving & Storage Win MTMC Quality Awards
Landstar Ligon and Albert Moving & Storage have been honored with Quality Awards by the U.S. Military Traffic Management Command. Landstar Ligon was recognized for its exceptional customer service and quick response in managing a critical 34-truck shipment, while Albert Moving & Storage was lauded for its professional packing, loading, and moving services, including its innovative use of a website to enhance customer communication. The article also lists other industrial partners who received the annual award.
Earnings Watch: Landstar, Celadon, C.H. Robinson, Roadrunner
This article provides an earnings update for four major trucking and logistics companies: Landstar, Celadon, C.H. Robinson, and Roadrunner. Landstar reported record revenue and earnings per share for its fiscal 2016 fourth quarter, while Celadon saw its profit tumble due to weak demand and a soft used equipment market. C.H. Robinson experienced slightly higher yearly profit, and Roadrunner delayed its earnings report due to an ongoing accounting investigation and restatement of prior financials.
Landstar Redesigns Company Web Site
Landstar System, a non-asset based supply chain provider, has revamped its company website, www.landstar.com, to enhance efficiency for users seeking information on its diverse service offerings. The updated site now features comprehensive details on various transportation solutions, including over-the-road, air, ocean, rail, and warehousing services. This redesign reflects Landstar's evolution beyond a traditional truckload provider, as stated by CEO Henry Gerkens.
Landstar Appoints New Chairman of the Board
Landstar System, a non-asset based supply chain provider, has appointed Henry Gerkens as the new chairman of its board of directors, effective January 4, 2010. Gerkens currently serves as the company's president and CEO. Former chairman Jeffrey Crowe will remain on the board and has been designated chairman emeritus, acknowledging his long service and Gerkens' integral role and strategic vision for the company.
Landstar Posts Higher Quarterly Profit
Landstar System Inc. reported record quarterly revenue of $863 million for its fiscal quarter ending December 27, 2014, up from $692 million in the previous year. While net income initially appeared to fall due to the sale of Landstar Supply Chain Solutions, net income from continuing operations increased. The company also set new records for diluted earnings per share from continuing operations and achieved over $3 billion in revenue for the entire 2014 fiscal year.
Landstar System Q1 EPS Estimate Decreased by Zacks Research
Zacks Research has reduced its Q1 2026 EPS estimate for Landstar System (NASDAQ:LSTR) to $1.05 per share from $1.07, maintaining a "Hold" rating on the stock. This revision comes alongside other analyst updates, with the company currently holding an average "Hold" rating and a consensus price target of $153.00. Landstar System also declared a quarterly dividend of $0.40, payable on March 11th.
Landstar Honors 101 As Million Mile Safe Drivers
Landstar System, a supply chain solution provider, has recognized 101 of its independent contractors as Million Mile Safe Drivers. These drivers, collectively accumulating 109 million miles, were honored at an awards banquet in Jacksonville, Fla., with one achieving 3 million safe miles and six reaching 2 million safe miles. The company’s chairman praised their dedication to safety over the road.
Jensen Investment Management Inc. Buys Shares of 6,250 Landstar System, Inc. $LSTR
Jensen Investment Management Inc. has acquired a new position of 6,250 shares in Landstar System, Inc. (NASDAQ:LSTR), valued at approximately $766,000 in the third quarter. Other institutional investors, including Norges Bank and Fenimore Asset Management Inc., have also significantly increased their stakes in the transportation company. Landstar System recently announced a quarterly dividend of $0.40 per share and currently holds a consensus "Hold" rating from analysts with a price target of $153.00.
Landstar Honors 2006 Class of Million Mile Safe Drivers
Landstar System Inc. has recognized 81 of its independent contractors, known as Business Capacity Owners (BCOs), as Million Mile Safe Drivers for their outstanding safety records. This class includes 10 individuals who achieved 2 million accident-free miles, and 71 who reached 1 million miles. Among the honorees is Landstar's first female BCO to reach 2 million miles, Helen Eanes.
Landstar System (LSTR) Is Up 8.5% After Weaker 2025 Earnings And New CHRO Appointment – Has The Bull Case Changed?
Landstar System (LSTR) reported weaker full-year 2025 earnings with sales of US$4,743.76 million and a sharp drop in net income to US$115.01 million, but the stock rallied 8.5% suggesting market optimism for a recovery. The company maintained its quarterly dividend and continued share repurchases, and appointed Terri Lewis as Chief Human Resources Officer, signaling a focus on talent amidst freight recession and cost pressures. While some analysts see a fair value below the current price due to margin pressures, the market seems to anticipate future earnings stabilization.
Terri Lewis named chief human resources officer for Landstar
Landstar System Inc. has appointed Terri Lewis as its new chief human resources officer (CHRO), effective February 23. Lewis brings over 25 years of HR leadership experience from both public and private sectors, including her most recent role as chief people officer at One Call. In her new position, Lewis will be responsible for various HR functions and will work to advance Landstar's high-performance culture and strengthen its employer brand to support long-term growth.
KW Extends $1,000 Rebate Program with Landstar
Kenworth Truck Co. has extended its $1,000 rebate program with Landstar System Inc. through 2007. The program offers a rebate on qualifying new Kenworth sleeper truck purchases to independent contractors under exclusive lease arrangements with Landstar. Eligible models include the Kenworth T660, T800, W900, and T2000 with specific sleeper configurations.
Landstar Profit Sinks 20%, Falls Short of Expectations
Landstar System Inc. reported a 20% decline in second-quarter earnings, falling short of analyst expectations, primarily due to lower revenue and a significant insurance claim. The asset-light trucking provider's net income was $32.3 million (76 cents per share), down from $40.5 million a year earlier, and revenue decreased to $775.2 million from $868.4 million. The company cited a sluggish freight environment, significant pricing pressure in the U.S. spot market, and lower diesel fuel costs as additional factors impacting revenue per load.
Alps Advisors Inc. Purchases 38,992 Shares of Landstar System, Inc. $LSTR
Alps Advisors Inc. significantly increased its stake in Landstar System, Inc. by 69.8% during the third quarter, purchasing an additional 38,992 shares to hold a total of 94,863 shares valued at approximately $11.63 million. The transportation company, Landstar System, maintains a strong institutional ownership of 97.95% and recently announced a quarterly dividend of $0.40 per share. The stock is trading near its 52-week high, with analysts generally issuing a "Hold" rating.
Landstar System (LSTR) Is Up 8.5% After Weaker 2025 Earnings And New CHRO Appointment – Has The Bull Case Changed?
Landstar System (LSTR) reported weaker full-year 2025 results with lower sales and a sharp drop in net income, attributed to a freight recession and cost pressures. Despite this, the company maintained its quarterly dividend and continued share repurchases, signaling confidence. The stock has rallied, suggesting the market anticipates a recovery, and the appointment of a new CHRO aims to strengthen long-term organizational effectiveness.
Landstar System (LSTR) Is Up 8.5% After Weaker 2025 Earnings And New CHRO Appointment – Has The Bull Case Changed?
Landstar System (LSTR) recently reported lower full-year 2025 sales and a sharp drop in net income, yet its stock rallied 8.5% and the company maintained its dividend and buyback program. This suggests the market anticipates an earnings recovery despite ongoing freight recession pressures and increased insurance costs. The appointment of a new CHRO is seen as a long-term strategic move to bolster culture and talent during a challenging freight cycle.
Landstar Opens Facility in Texas
Landstar System has opened a new $6 million training and service center near the Dallas-Ft. Worth metroplex, which is expected to become its most-visited field location. The facility offers safety, business, and load securement classes, a truck-driving simulator, and on-site support for its independent contractors. The grand opening on July 10, 2014, welcomed approximately 100 business capacity owners.
Landstar Named to Forbes’ Platinum 400 List
Landstar System Inc., a transportation and logistics services provider, has been recognized for the seventh consecutive year on Forbes magazine's Platinum 400 List of the Best Big Companies in America. The company ranked third in the Transportation industry and 31st overall due to its 45.4 percent five-year total return on common stock. Landstar's President and CEO, Henry Gerkens, expressed pride in the recognition, attributing it to the company's unique business model and opportunities for future growth.
Owen Named Landstar Vice President
Landstar System has appointed Dennis Patrick Owen as Vice President, General Counsel, and Assistant Secretary. In this role, Owen will oversee all legal affairs for the company, including contract administration, litigation, risk management, and human resources. Owen brings over 28 years of experience in loss control management and legal matters, having previously served as Vice President of Risk Management at Landstar since 1988.
Landstar HR Shift Highlights Safety Culture And Claims Risk For Investors
Landstar System (NasdaqGS:LSTR) recently appointed Terri Lewis as Chief HR Officer amidst increasing insurance and claims costs stemming from significant crashes, including a 2021 fatal accident where the company was found fully liable. This HR leadership change is crucial for investors as it directly impacts workforce quality, safety culture, and risk management within the asset-light trucking and logistics firm. The confluence of new leadership and ongoing legal exposure foregrounds concerns about risk, potential margin compression from insurance expenses, and reputational considerations for Landstar.
Landstar System (LSTR) Price Target Increased by 10.65% to 153.69
The average one-year price target for Landstar System (LSTR) has been raised by 10.65% to $153.69 per share from $138.90. This new target is an average of analyst estimates, with individual targets ranging from $136.35 to $178.50, and represents a 3.26% decrease from the latest closing price of $158.87. The article also details institutional ownership and fund sentiment, noting that 789 funds hold positions in the company, though total shares owned by institutions decreased by 4.62%.
Landstar Reports 3% Revenue Slip Amid Weak Market in Q4
Landstar System Inc. reported a 2.9% decrease in Q4 2025 revenue to $1.17 billion and a decline in net income to $23.9 million, attributed to continued weak demand in the truckload freight market and supply chain uncertainty. Despite these challenges, the company's unsided/platform equipment business, particularly heavy-haul services, showed strength with an 11% year-over-year revenue increase. Landstar is focusing on strategic growth initiatives, including investments in technology and AI, and fleet refreshing, while navigating volatile federal trade policy and inflation concerns.
Landstar Gets Out of Truck Owning
Landstar Systems has sold its Poole subsidiary to Schneider National for approximately $41 million in cash, transitioning Landstar into an entirely owner-operator company. This strategic move eliminates Landstar's involvement in the fixed-cost, capital-intensive company-owned tractor segment. The Jacksonville, FL-based company is a major truckload carrier in North America, operating through Landstar Inway, Landstar Ligon, and Landstar Ranger.
Landstar Moving Ligon Headquarters
Landstar System is relocating the Landstar Ligon headquarters from Madisonville, KY, to Landstar's main headquarters in Jacksonville, FL, due to the Madisonville facilities being old and outdated. The move aims to create shared opportunities and will see Landstar Ligon operating out of Landstar's new office building in Jacksonville. Landstar will then operate from two strategic locations, with the other being Landstar Inway headquarters in Rockford, IL.
5 Insightful Analyst Questions From Landstar's Q4 Earnings Call
Landstar (LSTR) experienced a challenging fourth quarter due to a soft freight market, falling short of revenue and profit expectations, though its heavy haul business achieved record revenue. The article highlights five key analyst questions from the earnings call, focusing on BCO utilization, headcount trends, fleet growth, sector-specific demand, and AI tool adoption. Future catalysts for Landstar include AI tool adoption, continued growth in specialized freight, and stabilization of insurance costs.
Landstar Q4 Earnings Beat Estimates, Revenues Miss, Both Down Y/Y
Landstar System, Inc. (LSTR) reported Q4 2025 earnings of $1.24 per share, surpassing the Zacks Consensus Estimate, despite a 5.3% year-over-year decrease. Revenues of $1.17 billion missed estimates and were down 2.9% year-over-year. The company's truck transportation segment revenues were nearly flat, while ocean and air-cargo segments saw a significant decline.
Landstar Q4 Earnings Beat Estimates, Revenues Miss, Both Down Y/Y
Landstar System, Inc. (LSTR) reported Q4 2025 earnings that surpassed analyst estimates but saw revenues miss expectations, with both figures down year-over-year. Despite tough market conditions, the company's truck transportation revenue was nearly flat, and it demonstrated strength in services hauled by unsided/platform equipment. LSTR also announced a quarterly cash dividend and continued its share repurchase program.
Landstar System, Inc. Appoints Terri Lewis as Chief Human Resources Officer, Effective February 23, 2026
Landstar System, Inc. has announced the appointment of Ms. Terri Lewis as its new Chief Human Resources Officer, effective February 23, 2026. Ms. Lewis brings over 25 years of human resources leadership experience from both public and private sectors, having previously served as Chief People Officer at One Call. In her new role, she will be responsible for various HR functions and will work with the executive leadership and Board of Directors to foster a high-performance culture and support the company's growth as a transportation leader.
Landstar Appoints Chief Human Resources Officer
Landstar System, Inc. has announced the appointment of Ms. Terri Lewis as Chief Human Resources Officer (CHRO), effective February 23, 2026. Lewis brings over 25 years of human resources leadership experience and will be responsible for various HR functions, aiming to strengthen Landstar's employer brand and support its long-term growth. President and CEO Frank Lonegro expressed confidence in Lewis's experience and strategic mindset.
WCM Investment Management LLC Has $17.99 Million Holdings in Landstar System, Inc. $LSTR
WCM Investment Management LLC reduced its stake in Landstar System, Inc. (LSTR) by 13.4% during the third quarter, reducing its holdings to 148,102 shares valued at $17.99 million. Despite this, institutional investors collectively own 97.95% of LSTR, with firms like Goldman Sachs and UBS increasing their positions. The stock currently has a consensus "Hold" rating from Wall Street analysts, with an average price target of $153.00, and trades near $158.70.
Landstar Appoints Chief Human Resources Officer
Landstar System, Inc. has appointed Terri Lewis as its new Chief Human Resources Officer (CHRO), effective February 23, 2026. Lewis brings over 25 years of human resources leadership experience from various sectors and will be responsible for talent management, organizational design, and strengthening the company’s employer brand. This strategic hire aims to support Landstar's long-term growth and organizational effectiveness.
25-year HR leader Terri Lewis to lead people strategy at Landstar
Landstar (NASDAQ: LSTR) has appointed Terri Lewis as Chief Human Resources Officer, effective February 23, 2026. With over 25 years of HR leadership experience across both public and private sectors, Lewis will oversee critical HR functions including talent acquisition, development, and succession planning. She will also join Landstar's Executive Leadership Team, partnering with leadership and the board to enhance the company's employer brand and organizational effectiveness, supporting long-term growth.
Landstar Appoints Chief Human Resources Officer
Landstar System, Inc. has announced the appointment of Ms. Terri Lewis as Chief Human Resources Officer (CHRO), effective February 23, 2026. Lewis brings over 25 years of HR leadership experience from both public and private sectors, including her most recent role as Chief People Officer at One Call. In her new role, she will oversee various HR functions and work with leadership to enhance Landstar's culture and support its long-term growth.
Landstar Appoints Chief Human Resources Officer
Landstar System, Inc. has announced the appointment of Ms. Terri Lewis as its new Chief Human Resources Officer, effective February 23, 2026. Lewis brings over 25 years of HR leadership experience from both public and private sectors, including roles at One Call, McKesson Corporation, and General Electric. In her new role, she will be responsible for various HR functions and will work with leadership to support the company's long-term growth and high-performance culture.
Landstar profits take $16.7M hit from court case, crashes
Landstar System's operating income declined by nearly 49% in Q4 due to a significant rise in insurance and claims costs, totaling $56 million. This increase was primarily driven by $11 million for two crashes in Q4 and a $5.7 million charge related to a 2021 fatal collision. The company plans to appeal a Texas court judgment that found its subsidiary, Landstar Ranger, 100% responsible for $22.8 million in damages from the 2021 incident, despite a jury initially assigning Landstar only 15% responsibility.
Ballast Asset Management LP Has $4.24 Million Stock Holdings in Landstar System, Inc. $LSTR
Ballast Asset Management LP increased its stake in Landstar System, Inc. (NASDAQ:LSTR) by 28.2% in the third quarter, holding 34,579 shares valued at $4.24 million, making it their 23rd largest holding. Other institutional investors also adjusted their positions in Landstar System. The company recently announced a quarterly dividend of $0.40 per share and reported mixed Q4 results with record heavy-haul revenue but softer year-over-year revenue and EPS, leading to a "Hold" rating from analysts with an average price target of $153.00.
Landstar Leans On Heavy Haul And AI As Earnings Face Pressure
Landstar System (LSTR) is shifting its business focus towards heavy haul and U.S. Mexico cross-border freight, which now account for 20% of its operations, and plans to invest significantly in AI technology to boost productivity. This strategic pivot comes as the company faces a soft freight market and elevated insurance costs, while also reporting lower sales and net income in FY2025. The company aims to differentiate itself from competitors through specialized freight and technology, despite experiencing reduced profit margins and increased insurance claims.
Landstar System price target lowered to $145 from $150 at Truist
Truist has lowered its price target for Landstar System (LSTR) to $145 from $150, while maintaining a Hold rating on the shares. This adjustment comes after the company reported an earnings miss, attributing the Q4 performance to specific insurance items. The analyst noted that underlying fundamentals for Landstar System have not yet shown inflection.
Retirement Systems of Alabama Increases Stock Position in Landstar System, Inc. $LSTR
Retirement Systems of Alabama significantly increased its stake in Landstar System, Inc. (NASDAQ:LSTR) by 48.2% during the third quarter, acquiring an additional 20,586 shares to reach a total of 63,299 shares valued at $7.76 million. Despite this increased institutional interest, Landstar's recent Q4 earnings reported an EPS of $1.22 against a consensus of $1.24 and a 0.7% year-over-year revenue decrease. The company declared a quarterly dividend of $0.40 per share, resulting in a 1.1% yield, while Wall Street analysts maintain a consensus "Hold" rating with a target price of $152.58.
Landstar System, Inc. (NASDAQ:LSTR) to Issue $0.40 Quarterly Dividend
Landstar System, Inc. (NASDAQ:LSTR) announced a quarterly dividend of $0.40 per share, to be paid on March 11, 2026, to shareholders of record by February 18, 2026. This marks the company's 10th consecutive year of dividend increases, with a sustainable payout ratio of 25.2%. Despite a slight EPS miss and minor revenue decline in the last quarter, analysts anticipate continued earnings growth, ensuring the dividend remains well-covered.
Landstar System Inc (NASDAQ:LSTR) Posts Mixed Q4 2025 Results with Revenue Miss, EPS Beat
Landstar System Inc (NASDAQ:LSTR) reported mixed financial results for Q4 2025, with revenue of $1.17 billion falling below analyst estimates, while non-GAAP EPS of $1.24 exceeded expectations. The market reacted with a slight decline in LSTR's stock price, weighing the earnings beat against the revenue shortfall. Analysts project a rebound in Q1 2026, with full-year 2026 estimates of $5.12 billion in revenue and $5.56 EPS.
Landstar System (NASDAQ:LSTR) Price Target Cut to $145.00 by Analysts at Truist Financial
Truist Financial analysts have reduced their price target for Landstar System (NASDAQ:LSTR) from $150.00 to $145.00, maintaining a "hold" rating on the transportation company's stock. This new target suggests a potential downside of 4.50% from the current price. Other analysts have varying ratings and price targets, with the consensus being a "Hold" and an average price target of $152.58.
Benchmark reiterates Hold rating on Landstar System stock
Benchmark has reiterated a "Hold" rating on Landstar System (NASDAQ:LSTR) following its Q4 2025 earnings report. The company reported adjusted EPS of $1.24, matching Benchmark's estimate, despite revenue falling short. Challenges include declining truck count and high P/E ratio, but Landstar maintains financial stability with more cash than debt and a 22-year dividend payment history.
Benchmark reiterates Hold rating on Landstar System stock
Benchmark has reiterated a Hold rating on Landstar System (NASDAQ:LSTR) following its Q4 2025 earnings report. Despite missing revenue expectations and facing unusually high insurance costs, Landstar maintains a strong financial position with more cash than debt and a consistent dividend payment history. Analysts predict profitability for the company in 2026, though some have revised earnings expectations downward.
Landstar System, Inc. (NASDAQ:LSTR) Q4 2025 Earnings Call Transcript
Landstar System, Inc. (NASDAQ:LSTR) announced strong Q4 2025 earnings, surpassing expectations with an EPS of $1.24 against an anticipated $1.19. Despite a challenging freight market and significant insurance and claim costs, the company highlighted a record $569 million in heavy haul revenue for fiscal year 2025 and continued investment in AI and technology to enhance efficiency and growth for its agents and BCOs. Landstar reiterated its commitment to shareholder returns through dividends and share repurchases, while projecting low single-digit sequential revenue decline for Q1 2026 due to normal seasonality and winter storm impacts.
Landstar System, Inc. (LSTR): Geopolitical Risks Trigger Exit from Mexican Subsidiary
Landstar System, Inc. is divesting its Mexican subsidiary, Landstar Metro, due to the unit's failure to meet strategic goals and in response to geopolitical risks, particularly concerning U.S.-Mexico tariffs. The company is actively streamlining its portfolio to mitigate exposure to international trade volatility and maintain its strong financial position, evidenced by its $452 million in cash and short-term investments. This move follows a broader strategic review earlier in 2025.
Landstar System, Inc. Announces Fourth Quarter 2025 Financial Results
Landstar System, Inc. reported its Q4 2025 financial results, with total revenue declining to $1.174 billion from $1.209 billion in Q4 2024, and EPS falling to $0.70 from $1.31. The decrease was mainly due to reduced ocean freight revenue and significantly higher insurance and claims costs of $56 million, partly from three tragic vehicular accidents. Despite these challenges, the company maintained a strong balance sheet with $452 million in cash and short-term investments, continued share repurchases, and declared a quarterly dividend of $0.40 per share, with truck revenue per load showing sequential improvement.
Landstar System, Inc. (LSTR) Stock Drops 1.1% Following Insurance Charges and Mexico Impairment
Shares of Landstar System, Inc. (LSTR) fell 1.06% to $151.68 after the company reported fourth-quarter 2025 results. The stock's decline is attributed to elevated insurance claims and non-cash impairment charges linked to the divestiture of its Mexican operations. Landstar is an asset-light transportation management solutions provider primarily serving North America.
Landstar System Reports Fourth Quarter Results
Landstar System, Inc. (NASDAQ: LSTR) reported its financial results for the 2025 fourth quarter, with total revenue of $1,174 million and basic and diluted EPS of $0.70. The Company highlighted strong performance in unsided/platform equipment transportation and sequential improvement in truck revenue per load, despite facing challenging macro demand conditions and significantly elevated insurance and claims costs. Landstar also continued its capital return program, purchasing shares and declaring a quarterly dividend.
