Landstar System, Inc. Website

Landstar System, Inc.

NasdaqGS-LSTR

Company Overview

Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company operates through two segments: Transportation Logistics, and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload and less-than-truckload transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage, as well as offers transportation services to other transportation companies, such as third party logistics, small package and less-than-truckload service providers. It provides truck services through dry and specialty vans of various sizes, unsided/platform trailers, temperature-controlled vans, and containers; rail intermodal services through contracts with domestic and Canadian railroads; and air and ocean services through contracts with domestic and international airlines and ocean lines. This segment serves the automotive parts and assemblies, consumer durables, building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, and military equipment industries. The Insurance segment reinsures certain risks of the company's independent contractors. The company markets its services through independent commission sales agents and third party capacity providers. Landstar System, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.

  • Name

    Landstar System, Inc.

  • CEO

    Frank A. Lonegro

  • Website

    www.landstar.com

  • Sector

    Ground Transportation

  • Year Founded

    1991

Company Statistics

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Bulls Say

  • Landstar has a history of excellent execution and healthy EPS growth throughout the freight cycle. We expect that to persist.

  • Landstar's vast network of third-party truckload carriers creates a robust value proposition for shippers, particularly when supply is tight. The firm is also one of the largest-capacity providers for specialty flatbed shipping—this has proved to be no small advantage.

  • Landstar's asset-light operating model has posted average returns on capital in excess of 33% over the past five years, well above returns generated by most traditional asset-based truckers.

Bears Say

  • Truckload industry pricing headwinds from excess capacity will probably linger into the first half of 2026, assuming tariff headwinds constrain demand.

  • Small brokerage operations once limited in scope are becoming more efficient (and more of a competitive threat) as they are acquired by larger, more capable 3PLs.

  • A fragmented marketplace and the potential for high capital returns are attracting competition to truck brokerage, including startup digital freight-matching entities.

Source: Morningstar Analysis - Nov 07, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

Landstar System Inc. Surges with Strong Dividend Announcement and Analyst Upgrades

  • Landstar System Inc. declared a special one-time cash dividend of $2.00 per share, enhancing investor confidence.
  • Wells Fargo reinstated coverage with an Equal Weight rating and a price target of $145 per share, further supporting the stock's upward momentum.
  • Morgan Stanley maintained its Equal Weight rating while raising its price target from $133 to $135 based on recent performance metrics.

Over the past month, Landstar System Inc. (LSTR) saw a significant increase of 13.5% in its stock price, outperforming the S&P 500 which experienced a slight decline of 0.2%. This strong performance can be attributed to several key events that positively influenced investor sentiment and market perception.

On December 4th, LSTR announced a special one-time cash dividend of $2.00 per share payable on January 21, 2026, generating considerable excitement among investors and resulting in an immediate gain of 2.6% in the stock price that day due to heightened interest in shareholder returns. Following this announcement, Wells Fargo reinstated coverage on December 5th with an Equal Weight rating and established a price target of $145 per share; this news contributed further to positive market sentiment surrounding LSTR’s growth trajectory.

Additionally, Morgan Stanley maintained an Equal-Weight rating on December 8th while slightly increasing its price target from $133 to $135 based on recent performance metrics from Landstar; this report led shares to rise by another 2.7%, reinforcing the overall positive trend for LSTR during this period.

Earlier in November (specifically November 18), Landstar went ex-dividend for a regular payout of $0.40 per share which likely attracted income-focused investors seeking steady returns amidst broader market fluctuations.

Overall, these developments reflect strong fundamentals and strategic decisions made by Landstar System Inc., contributing not only to its impressive monthly performance but also positioning it favorably against both the S&P benchmark—wherein LSTR outperformed by approximately 13.8%—and against the Industrials sector benchmarks as well; specifically, Landstar System Inc outperformed the Industrials (XLI) sector by 12%.

NasdaqGS:LSTR