LSTR Financials: Revenue Breakdown, Margins & Competitor Comparison
The article provides a financial overview of Landstar System Inc (LSTR), detailing its revenue breakdown, profitability margins, and a comparison with competitors. LSTR primarily generates revenue from Transportation Logistics, accounting for 98.5% of its sales, and maintains a gross margin of 13.47%. The company's profitability ratios and market capitalization are also highlighted in comparison to industry peers like SNDR and ARCB.
Landstar General Counsel Change Tests Governance Continuity For Investors
Landstar System announced the departure of Michael K. Kneller, VP, General Counsel, and Secretary after 20 years, with Vallie S. Dugas appointed interim General Counsel. Kneller will continue as outside counsel, preserving institutional knowledge. This transition is being closely watched by investors given the company's mixed recent performance and challenges in the freight market.
SG Americas Securities Boosts Stake in Landstar System
SG Americas Securities LLC significantly increased its stake in Landstar System, Inc. during Q4 2025, buying an additional 18,420 shares and growing its total stake by 673%. This move suggests the investment firm sees strong potential in Landstar's future performance despite ongoing supply chain and economic challenges. Landstar System operates in the transportation and logistics industry, and its stock price has risen over 37% in the past year.
SG Americas Securities LLC Buys 18,420 Shares of Landstar System, Inc. $LSTR
SG Americas Securities LLC significantly increased its stake in Landstar System, Inc. (NASDAQ:LSTR) by 673% in Q4 2025, purchasing an additional 18,420 shares to hold a total of 21,157 shares valued at approximately $3.04 million. Institutional investors collectively own about 97.95% of the company's stock. Analysts generally maintain a "Hold" rating on LSTR, with a consensus price target of $153.00, while the company recently announced a quarterly dividend of $0.40 per share.
Landstar General Counsel to Join Scopelitis Law Firm Names Assistant General Counsel as Interim General Counsel
Landstar System, Inc. announced that Michael K. Kneller, their Vice President, General Counsel, and Secretary, will depart on May 8th to become a partner at the Scopelitis law firm. Vallie S. Dugas, currently Assistant General Counsel, has been named Interim General Counsel and Secretary. The company plans to find a permanent general counsel later in the year.
Landstar General Counsel to Join Scopelitis Law Firm Names Assistant General Counsel as Interim General Counsel
Landstar System, Inc. announced that Michael K. Kneller, their Vice President, General Counsel and Secretary, will depart on May 8th to become a partner at Scopelitis, Garvin, Light, Hanson & Feary, P.C. Vallie S. Dugas, currently Assistant General Counsel, has been named Interim General Counsel and Secretary. The company plans to appoint a permanent general counsel later this year.
Landstar System announces executive transition as general counsel resigns
Landstar System Inc. announced that Michael K. Kneller, Vice President, General Counsel, and Secretary, will resign on May 8, 2026, to join a law firm. Vallie S. Dugas has been named Interim Vice President, General Counsel, and Secretary, effective the same date. This executive transition follows Landstar's recent report of fourth-quarter 2025 earnings which missed analyst expectations, though the company has also seen a price target increase from Stifel and was noted for high activist attractiveness by Wolfe Research.
Senior legal shakeup at Landstar (LSTR) as longtime general counsel departs
Landstar System, Inc. (LSTR) announced a significant change in its legal department as Michael K. Kneller, Vice President, General Counsel, and Secretary since 2005, will resign on May 8, 2026, to join the law firm Scopelitis, Garvin, Light, Hanson & Feary, P.C. To ensure continuity, Landstar has appointed Vallie S. Dugas, currently Vice President and Assistant General Counsel, as Interim Vice President, General Counsel, and Secretary, effective the same date. The company frames this as an orderly career transition, with an internal interim replacement to maintain legal and governance continuity.
Landstar General Counsel to Join Scopelitis Law Firm Names Assistant General Counsel as Interim General Counsel
Landstar System, Inc. announced that Michael K. Kneller, its Vice President, General Counsel, and Secretary, will depart on May 8th to become a partner at Scopelitis, Garvin, Light, Hanson & Feary, P.C. Vallie S. Dugas, currently Assistant General Counsel, has been appointed Interim General Counsel and Secretary. Landstar plans to name a permanent successor later this year, considering both internal and external candidates.
Landstar General Counsel to Join Scopelitis Law Firm Names Assistant General Counsel as Interim General Counsel
Landstar System, Inc. announced that Michael K. Kneller, VP, General Counsel, and Secretary, will depart on May 8th to join the Scopelitis law firm as a partner. Vallie S. Dugas, currently Assistant General Counsel, has been named Interim General Counsel and Secretary. Landstar plans to seek a permanent general counsel later this year.
Landstar General Counsel to Join Scopelitis Law Firm Names Assistant General Counsel as Interim General Counsel
Michael K. Kneller, Landstar's General Counsel, will depart Landstar System, Inc. on May 8th to become a partner at the Scopelitis law firm. Vallie S. Dugas, currently Assistant General Counsel, has been named Interim General Counsel and Secretary, with a permanent successor expected later this year. Landstar's President and CEO, Frank A. Lonegro, and Chairman of the Board, Diana M. Murphy, praised Kneller's contributions and expressed support for his transition, noting his continued association with Scopelitis, which represents Landstar.
Landstar System, Inc. (NASDAQ:LSTR) Receives Average Recommendation of "Hold" from Analysts
Landstar System, Inc. (NASDAQ:LSTR) has an average "Hold" recommendation from analysts, with a consensus 12-month price target of $153.00. While some analysts, like Wells Fargo, have raised their ratings and price targets, others have lowered theirs or issued "sell" recommendations. The article notes Landstar's market cap, PE ratio, dividend, and institutional ownership, along with recent hedge fund activity.
Landstar Q2 Earnings & Revenues Surpass Estimates, Down Y/Y
Landstar (LSTR) reported strong Q2 results, exceeding both earnings and revenue expectations. Despite the beat, both metrics were down year-over-year, reflecting broader economic conditions. The company's performance highlights its resilience in a challenging market.
Landstar System Inc (LSTR) Stock Price Quote Today & Current Price Chart
This article provides the current stock price quote and a price chart for Landstar System Inc (LSTR). It also mentions online trading with the Capital.com investment app.
Landstar System Inc (LSTR) Stock Price Quote Today & Current Price Chart
This article provides the current stock price quote and chart for Landstar System Inc (LSTR). It indicates that the content is related to online trading via the Capital.com smart investment app.
Landstar System Inc (LSTR) Stock Price Quote Today & Current Price Chart
This article provides details for Landstar System Inc (LSTR) stock, including its current price quote and chart. It also mentions online trading with a smart investment app.
Short Interest in Landstar System, Inc. (NASDAQ:LSTR) Rises By 24.6%
Short interest in Landstar System, Inc. (NASDAQ:LSTR) increased by 24.6% in March, reaching 1,507,143 shares, which represents about 4.5% of its shares sold short. The stock is currently trading near its 52-week high, and institutional investors and hedge funds own a significant majority of the shares. Wall Street analysts have a consensus "Hold" rating for the stock, with an average target price of $153.
Vanguard disaggregates holdings, reports 0 shares in Landstar (NYSE: LSTR)
Vanguard has filed an amended Schedule 13G/A, reporting zero beneficial ownership of Landstar System Inc. common stock. This change is due to an internal realignment on January 12, 2026, where certain subsidiaries and business divisions will now report their holdings separately, as per SEC Release No. 34-39538. Consequently, Vanguard no longer beneficially owns the securities held by these disaggregated entities.
Is Landstar System, Inc. (LSTR) A Good Stock To Buy Now?
Landstar System, Inc. (LSTR) is presented as a strong investment due to its asset-light freight brokerage model, consistent free cash flow, and growing dividend, despite a dip in Q4 2025 results. The company demonstrates operational scalability and a moderate 47% payout ratio, making it a "sleep-well" investment. Though not among the most popular hedge fund stocks, analysts highlight its reliable dividend track record and financial strength compared to other freight companies.
Landstar System Inc (LSTR) Shares Up 4.47% on Mar 24
Landstar System Inc (LSTR) shares surged 4.47% on March 24, reaching an intraday high of $157.92 before closing at $156.97. Analyst consensus points to a "Hold" rating with an average price target of $150.68, while GuruFocus estimates a one-year GF Value of $160.77, suggesting a slight upside.
Does Landstar's lower valuation indicate a buying opportunity?
This article analyzes whether Landstar's current lower valuation presents a buying opportunity. It likely delves into the company's financial performance, market position, and future prospects to make an assessment. Investors might find insight into the factors contributing to its valuation and potential for growth.
Landstar System declares $0.40 dividend
Landstar System has declared a quarterly dividend of $0.40 per share. This dividend will be payable on April 26, 2024, to shareholders of record as of the close of business on April 8, 2024. The announcement reflects the company's regular dividend distribution practice.
Landstar System Inc stock edges higher amid truckload sector recovery signals
Landstar System Inc. (NASDAQ: LSTR) stock rose 0.97% to $149.58 on increased volume, signaling renewed investor interest amid stabilizing freight demand. This uptick suggests a potential recovery in the U.S. truckload sector, with implications for DACH investors looking for diversification into asset-light logistics with defensive traits. The article highlights Landstar's strong financial health, consistent dividends, and favorable positioning for an upturn in the freight market despite lingering risks.
Bronstein, Gewirtz & Grossman, LLC Encourages Landstar System, Inc. (LSTR) Stockholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of Landstar System, Inc. (LSTR) investors due to alleged securities fraud. The investigation stems from Landstar's announcement of a "significant supply chain fraud" that is expected to negatively impact its first-quarter 2025 earnings and its subsequent inability to timely file its quarterly report. The firm encourages affected investors to contact them to assist with the investigation.
Landstar System, Inc. Investigated by the Portnoy Law Firm
The Portnoy Law Firm has launched an investigation into potential securities fraud concerning Landstar System, Inc. This action follows a significant drop in Landstar's stock price after the company disclosed a supply chain fraud and subsequently revised its first-quarter 2025 earnings guidance and delayed its quarterly report. Investors who experienced losses are encouraged to contact the firm to discuss their legal options.
Muted Truckload Demand Weighs on Landstar's Margins, but Execution Healthy
Landstar System, a major third-party logistics provider, is experiencing pressure on its operating margins due to muted truckload demand. Despite these market conditions, the company's execution remains healthy. Landstar maintains a strong business model with a variable cost structure and low capital intensity, leading to solid capital returns, supported by its extensive network and wide economic moat.
JPMorgan Chase & Co. Has $91.49 Million Stake in Landstar System, Inc. $LSTR
JPMorgan Chase & Co. increased its stake in Landstar System, Inc. by 2.9% in Q3, now owning 746,506 shares worth $91.49 million, representing a 2.17% ownership. Other institutional investors like Goldman Sachs and UBS also boosted their holdings, bringing institutional ownership to 97.95%. Despite a "Hold" average analyst rating and a $153 price target, Landstar System continues to pay a quarterly dividend, yielding 1.1% annually.
[Form 4] LANDSTAR SYSTEM INC Insider Trading Activity
Landstar System Inc. officer Matthew Miller reported a tax-related disposition of 130 shares of common stock at $146.78 per share to cover tax withholding obligations. This transaction leaves Miller with 4,841 directly held shares and is considered a routine administrative adjustment rather than an open-market sale. The Form 4 filing details the transaction on March 15, 2026.
Form 4 Landstar System Inc For: 17 March
This article is a brief notification about a Form 4 filing for Landstar System Inc. dated March 17, 2026. Form 4s report changes in beneficial ownership of securities by company insiders. The article provides the title and date of the filing, along with the company's stock symbol (LSTR), but no further details about the specific transactions.
Landstar System, Inc. $LSTR Shares Acquired by Gotham Asset Management LLC
Gotham Asset Management LLC significantly increased its stake in Landstar System, Inc. (NASDAQ:LSTR) by 65.0% in the third quarter, bringing its total to 260,252 shares valued at approximately $31.9 million. Other institutional investors also adjusted their holdings in the transportation company. Landstar System's stock has shown recent performance with a 50-day moving average of $153.40 and a 200-day moving average of $139.30, and the company recently announced a quarterly dividend of $0.40 per share.
Landstar System Shares Acquired by Crawford Investment Counsel
Crawford Investment Counsel Inc. increased its stake in Landstar System, Inc. (NASDAQ:LSTR) by 14.5% during the third quarter, acquiring an additional 4,170 shares. This brings their total ownership to 33,000 shares, valued at approximately $4.04 million, and reflects confidence in Landstar System's performance and growth potential within the transportation and logistics industry.
How Landstar’s Heavy Haul and Mexico Expansion Amid Softer Freight Demand Will Impact Landstar System (LSTR) Investors
Landstar System (LSTR) has expanded its heavy haul and Mexico cross-border services while maintaining its dividend and share repurchases, despite softer freight demand and analyst earnings revisions. The company's asset-light model and financial conservatism are key to its investment narrative, though lingering weak freight conditions pose a risk. Investors are evaluating Landstar's fair value, which two community estimates place between US$138.16 and US$151.27 per share.
How Landstar’s Heavy Haul and Mexico Expansion Amid Softer Freight Demand Will Impact Landstar System (LSTR) Investors
Landstar System is expanding its heavy haul and Mexico cross-border services while maintaining conservative financial practices like dividends and share repurchases, despite a softer freight demand environment. Analysts have trimmed earnings expectations due to these market conditions. Investors are evaluating how the company's operational growth and financial stability will fare against the backdrop of persistent low freight rates and excess trucking capacity.
Landstar Honors Its Million-Mile Drivers
Landstar Systems Inc. has recognized 64 of its drivers for achieving million-mile safe driving records. Henry Gerkens, the company president, highlighted that two drivers, George F. Gilmour Jr. and Jennings "Frank" Neal, reached the 2-Million Mile Safe Driver milestone. The recognition celebrates professional truck operators who have driven a minimum of one million consecutive accident-free and claim-free miles.
Does Landstar's Reduced Valuation Suggest a Good Time to Invest?
Landstar System, Inc. (LSTR) appears undervalued based on its forward 12-month price-to-sales ratio, leading to questions about investment timing. While the company exhibits financial strength, expanded heavy haul services, and cross-border transportation growth, it faces challenges from reduced freight demand, oversupply of trucks, broader economic headwinds, and driver shortages. Analyst revisions also show a cautious outlook, suggesting that potential investors might want to wait for more favorable conditions before buying LSTR shares, although holding for current shareholders is considered reasonable.
A Look At Landstar System (LSTR) Valuation As Shares Trade Close To Fair Value Estimates
Landstar System (LSTR) shares are trading near their fair value estimates, with a current price of US$151.84 against a narrative fair value of US$151.27. While analysts have price targets ranging from $150 to $170, the company's P/E ratio of 45x is higher than the US Transportation industry average and its peers, suggesting a potential valuation risk if market sentiment shifts. Investors are encouraged to review underlying data due to the mixed signals, considering both short-term market fluctuations and longer-term intrinsic value.
Landstar Reports 30% Increase in Revenue
Landstar System Inc. announced a record 30% increase in revenue for the 2004 third quarter, reaching $527 million, up from $407 million in the same period of 2003. The company also reported record net income of $21.6 million, or $0.70 per diluted share, for the quarter, significantly higher than $11.8 million, or $0.38 per diluted share, in the 2003 third quarter.
Clarkston Capital Partners Reduces Stake in Landstar System
Clarkston Capital Partners LLC reduced its stake in Landstar System, Inc. by 3.9% in the third quarter of 2025, now owning 188,175 shares valued at $23.06 million. This move, detailed in a recent SEC filing, signals a potential shift in market sentiment for the transportation company, although Clarkston Capital Partners still retains a significant holding.
First Trust Advisors LP Increases Stake in Landstar System
First Trust Advisors LP has significantly increased its stake in Landstar System, Inc. by 31.8% during the third quarter, signaling confidence in the transportation company's future performance. The investment firm now owns 964,297 shares, representing 2.81% of Landstar System's outstanding stock, valued at $118,184,000. This move by a major institutional investor suggests positive market sentiment and growth potential for Landstar System.
First Trust Advisors LP Has $118.18 Million Stock Position in Landstar System, Inc. $LSTR
First Trust Advisors LP significantly increased its stake in Landstar System, Inc. (NASDAQ:LSTR) by 31.8% during the third quarter, now owning 964,297 shares valued at $118.18 million. The transportation company maintains a "Hold" consensus rating from analysts with a target price of $153.00, and recently declared a quarterly dividend of $0.40 per share, offering an annualized yield of 1.1%.
Clarkston Capital Partners LLC Lowers Stock Position in Landstar System, Inc. $LSTR
Clarkston Capital Partners LLC reduced its stake in Landstar System, Inc. (NASDAQ:LSTR) by 3.9% in the third quarter, selling 7,600 shares and retaining 188,175 shares valued at $23.06 million. Despite the reduction, other institutional investors increased their holdings. Landstar recently announced a quarterly dividend of $0.40 per share, with an ex-dividend date of February 18th.
Quantum Capital Management LLC NJ Sells 61,397 Shares of Landstar System, Inc. $LSTR
Quantum Capital Management LLC NJ has reduced its stake in Landstar System, Inc. (NASDAQ:LSTR) by 19.1%, selling 61,397 shares to hold 260,878 shares valued at approximately $31.97 million. Despite this, other institutional investors like Goldman Sachs and UBS have increased their positions, with overall institutional ownership remaining high at 97.95%. Wall Street analysts currently rate LSTR as a "Hold" with a consensus price target of $153.
Landstar System, Inc. (NASDAQ:LSTR) Given Average Rating of "Hold" by Analysts
Landstar System, Inc. (NASDAQ:LSTR) has received an average rating of "Hold" from fifteen analysts, with a consensus one-year target price of $153.00. Institutional investors hold a significant 97.95% of the company's stock, with several firms increasing their stakes recently. The company declared a quarterly dividend of $0.40 per share, yielding 1.0% annually, and trades at a P/E ratio of 48.19 with a market cap of $5.43 billion.
Landstar Roadstars Honored for Service
Landstar System Inc. has recognized 18 of its Business Capacity Owners (BCOs) as Landstar Roadstars, an honor awarded for lifetime achievement in safety, productivity, and customer service. This recognition, presented at Landstar's annual convention, brings the total number of Roadstars to 301 since the award's inception in 1990. Each Roadstar has also achieved Landstar Million Mile Safe Driver status.
Landstar Recognized in Customer Surveys
Landstar System Inc.'s operating subsidiaries, Landstar Ranger and Landstar Logistics, have been recognized for transportation and logistics excellence in recent customer surveys. Landstar Ranger was ranked fourth in the Heavy Haul category of Logistics Management's 2004 Quest for Quality survey, while Landstar Logistics earned the top spot in the third-party logistics (3PL) category and was ranked second in Intermodal Marketing. Additionally, Landstar Logistics received a Top 10 3PL Excellence Award in Inbound Logistics' reader satisfaction survey for the second consecutive year.
Landstar Honors 69 With 82 Million Safe Miles
Landstar System Inc. honored 69 business capacity owners (BCOs) for achieving outstanding safety records, collectively driving 82 million consecutive accident-and-claim-free miles. Two drivers, James DeLong and Ray Dillard, reached 3 million safe miles each, while nine BCOs achieved 2 million miles and 58 reached 1 million miles. This year's class brings the total number of active Landstar Million Mile Safe Drivers to 412.
Landstar Reports Record 4Q, Year Revenue
Landstar System Inc. reported record net income and revenue for both the fourth quarter of 2003 and the full fiscal year 2003. Fourth-quarter net income reached $15.1 million on $434.0 million in revenue, while full-year net income was $50.7 million on $1.597 billion in revenue. The company's chairman and CEO anticipates continued revenue growth for 2004.
Landstar Reports
Landstar System Inc. reported record revenue of $590 million in the 2004 fourth quarter, a 36% increase from the previous year, with net income rising to $24.6 million. The company's full fiscal year 2004 also saw significant growth, with revenue exceeding $2 billion and diluted earnings per share increasing by 47%. This strong performance was partly attributed to $35.9 million in revenue from disaster relief efforts.
Landstar Is C-TPAT Certified
Landstar System Inc. announced that its operating companies have received certifications for the supply chain security initiatives C-TPAT, FAST, and PIP. These certifications acknowledge Landstar's commitment to enhancing security across the supply chain, enabling them to benefit from expedited cargo processing at borders with the U.S. and Canada. The programs involve a voluntary partnership with customs authorities, requiring companies to implement and self-assess security procedures.
Landstar System Reports Record Revenue And Earnings
Landstar System reported record third-quarter net income of $13.9 million and record revenue of $385.7 million for 2002. The company also achieved strong financial metrics, including a 36% return on average equity and reducing debt by over $29 million. Landstar plans to continue using its strong cash flow to enhance shareholder value through share repurchases.
