LSTR - Landstar System, Inc. Stock Analysis

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OPPORTUNITY RADAR SCREENER COMPARE ANY 2 STOCKS

LSTR

LANDSTAR SYSTEM, INC.

NASDAQ

$169.46

▼ DOWN 2.32% (-4.02)

KEY STATISTICS

Market Cap$5.89 B

52w High$228.46

52w Low$121.12

Dividend Yield2.15%

FrequencyQuarterly

P/E35.16

Volume42.26K

Shares Out.33.94M

COMPANY

LEADERSHIP

CHIEF EXECUTIVE

Frank A. Lonegro

COMPENSATION 2026

Salary$800,000

Stock Awards$3,473,049

Incentive Plan Pay$210,000

All Other Comp.$88,394

Total$4,574,887

ABOUT

SECTOR

Industrials

WENT PUBLIC

March 5, 1993

METHOD OF GOING PUBLIC

IPO

FULL TIME EMPLOYEES

1,378

PRICE TARGET

Target High$240.00

Target Low$181.00

Target Median$196.00

Target Consensus$203.40

UPCOMING EARNINGS

DateOct 27, 2026

DayTuesday

Rev. Est.$1.47B

OCT

TUE

SPLIT RECORD

DATE	TYPE	RATIO
2005-01-10	Forward	2:1
2003-11-14	Forward	2:1
2002-08-13	Forward	2:1

ETFS HOLDING THIS STOCK

ETFS HOLDING

301

LISTED HERE

RANKED BY POSITION SIZE

INSTITUTIONAL OWNERSHIP

SHARES OWNED

66.14%

HOLDERS

798

TOP 8 OF 798 · RANKED BY POSITION SIZE

Kayne Anderson Rudnick Investment Management LLC

Atlanta Capital Management Co L L C

2.2M sh

$324.53M

Blackrock Fund Advisors

2.2M sh

$191.53M

Aqr Capital Management LLC

PRICE

$169.46 ▼ DOWN 2.32% (−$4.02)

OVERLAYS

About Landstar System, Inc.

https://www.landstar.com ↗

Landstar System, Inc. offers integrated transportation management solutions across North America and internationally, including logistics, freight services, and insurance, serving diverse industries through a network of independent agents and capa...

INDUSTRY

Integrated Freight & Logistics

A SERVICE LANDSTAR SYSTEM, INC. IS KNOWN FOR

Transportation and Logistics Solutions

Landstar System, Inc. offers flexible, technology-driven transportation and logistics services worldwide by connecting shippers with independent agents and capacity providers across truckload, LTL, air, and ocean freight.

COMPETITORS

COMPETITOR

Landstar System in 2025

SENTIMENT: − NEGATIVE

LEGAL · APRIL 2025

Landstar System Stock Drops After Disclosing 'Significant Supply Chain Fraud' and Delaying SEC Filing

In April 2025, Landstar System announced it had identified a significant supply chain fraud, leading to a withdrawal of its Q1 earnings guidance and an anticipated adverse impact on earnings per share. This was followed by a subsequent announcement of a delay in filing its quarterly Form 10-Q, which triggered a securities fraud investigation and caused two notable drops in the company's stock price.

DIVESTITURE · AUGUST 2025 · IN PROGRESS

Landstar Divests Mexican Subsidiary and Discontinues a TMS Platform Following Strategic Review

In Q3 2025, Landstar initiated the sale of its Mexican subsidiary, Landstar Metro, and decided to wind-down its Blue TMS platform. These actions were part of a broader strategic review to streamline operations and resulted in significant non-cash impairment charges.