Landstar System, Inc. (LSTR)

In the past six months, Landstar's stock price was influenced by Q4 2025 earnings, which announced EPS of $0.70 on revenues of $1.17 billion, falling short of expectations due to declines in ocean and air cargo revenue and increased insurance costs. Despite these challenges, heavy-haul businesses showed strong performance. The company announced a special dividend on December 4, 2025, and declared a $0.40 quarterly dividend payable in March 2026, and continued its share repurchase program. Analyst ratings show a consensus "Hold" rating with an average price target of $153.17. As of February 6, 2026, the closing stock price was $162.08, and over the last 52 weeks, Landstar's shares were down 11.96%. Management indicated that the freight recession may continue for two more quarters.

Landstar's operations are subject to seasonal trends common within the trucking industry, with results of operations for the quarter ending in March typically lower than those for the quarters ending in June, September, and December. This indicates a slowdown in demand during the first quarter, followed by stronger performance in subsequent quarters.

Landstar System, Inc. is an American transportation services company specializing in third-party logistics, operating within the Industrials sector. The company's asset-light business model leverages a network of independent freight agents and owner-operators to deliver customized shipping solutions. Landstar offers transportation management solutions through its Transportation Logistics and Insurance segments, providing services such as truckload, rail intermodal, air and ocean cargo, and cross-border services. The company also provides risk and claims management services and serves diverse industries including automotive, retail, and electronics.

Landstar System, Inc. primarily provides its services throughout the United States, with operations to a lesser extent in Canada, between the U.S. and Canada, Mexico, and other countries around the world. The company's information technology systems are located in Jacksonville, Florida, and Rockford, Illinois.

Landstar System, Inc. has maintained its commitment to quality and safety, as evidenced by its transportation services companies being certified to ISO 9001:2015 and RC14001:2015 standards. However, the company's reputation faced challenges due to significant insurance and claims costs reported in its Q4 2025 earnings, including costs related to BCO accidents and a court judgment. Landstar is actively investing in technology and AI, allocating approximately 50% of its 2026 IT capital expenditure to AI initiatives, which could enhance its reputation as an innovative logistics provider.

Landstar System, Inc. has a significant number of institutional owners and shareholders, with 856 institutional owners holding a total of 46,899,337 shares. Major institutional shareholders include Kayne Anderson Rudnick Investment Management Llc, Vanguard Group Inc, and BlackRock, Inc. Approximately 0.17% of the company's stock is held by institutional investors, 0.85% by insiders, and 37.72% by retail investors.