Landstar System Inc

LSTR.US
Industrials · Integrated Freight & Logistics
185.32
-6.31 (-3.29%)
USD · NASDAQ

Company Information

Company Name
Landstar System Inc
Sector
Industrials
Industry
Integrated Freight & Logistics
Exchange
NASDAQ
ISIN: US5150981018
CIK: 0000853816
CUSIP: 515098101
Currency: USD
Full Time Employees: 1,300
Phone: 904 398 9400
Fiscal Year End: December
IPO Date: Mar 05, 1993
Description:

Landstar System, Inc. provides transportation management solutions in the United States, Canada, Mexico, and internationally. It operates in two segments, Transportation Logistics and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload, less-than-truckload and other truck transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, hazardous materials, cold chain/temperature-controlled, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage services, as well as transportation services to other transportation companies, such as third party logistics and less-than-truckload service providers. This segment serves the automotive parts and assemblies, consumer durables, building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, military equipment and general commodities industries. The Insurance segment provides risk and claims management services; and reinsures risks of its independent contractors. The company markets its services through a network of agents, third party capacity providers, and employees. Landstar System, Inc. was founded in 1988 and is headquartered in Jacksonville, Florida.

Address:

13410 Sutton Park Drive South, Jacksonville, FL, United States, 32224

People

Directors & Officers

Name Title Year Born
Mr. Frank A. Lonegro President, CEO & Director 1969
Mr. James P. Todd VP, Principal Accounting Officer & CFO 1988
Mr. Matthew Miller VP and Chief Safety & Operations Officer NA
Mr. Ricardo S. Coro VP & Chief Information Officer 1965
Ms. Vallie S. Dugas Interim General Counsel & Secretary NA
Mr. James M. Applegate VP and Chief Corporate Sales, Strategy & Specialized Freight Officer 1972
Ms. Terri M. Lewis VP & Chief Human Resources Officer 1971
Mr. Matthew M. Dannegger VP & Chief Field Sales Officer 1970
Ms. Cory Seay Vice President of Corporate Services & Chief of Staff NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jul 16, 2025 Lisa C. McClain N/A Sale N/A $135.16 N/A
Jun 17, 2025 Lisa C. McClain N/A Purchase N/A $136.79 N/A
Nov 06, 2024 James P Todd N/A Sale 1.00K $184.32 $184.32K
Feb 05, 2024 Michael K Kneller N/A Sale 12.22K $190.30 $2.33M
May 30, 2023 James B Gattoni N/A Sale 22.50K $175.95 $3.96M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Kayne Anderson Rudnick Investment Management LLC 3.43M Mar 31, 2026 10.12% $1.62 -1.88%
BlackRock Inc 3.23M Mar 31, 2026 9.53% $0.01 3.35%
Vanguard Group Inc 3.21M Dec 31, 2025 9.46% $0.01 -1.45%
AQR Capital Management LLC 1.84M Mar 31, 2026 5.41% $0.13 85.96%
Vanguard Portfolio Management, LLC 1.75M Mar 31, 2026 5.17% $0.01 0.00%
Vanguard Capital Management, LLC 1.53M Mar 31, 2026 4.52% $0.01 0.00%
Boston Partners Global Investors, Inc 1.42M Mar 31, 2026 4.19% $0.24 -17.18%
State Street Corp 1.12M Mar 31, 2026 3.31% $0.01 1.71%
First Trust Advisors L.P. 1.12M Mar 31, 2026 3.30% $0.13 19.09%
Victory Capital Management Inc. 1.07M Mar 31, 2026 3.17% $0.11 -5.72%
Geode Capital Management, LLC 934.93K Mar 31, 2026 2.76% $0.01 9.04%
Jacobs Levy Equity Management, Inc. 745.23K Mar 31, 2026 2.20% $0.50 5.49%
Northern Trust Corp 721.33K Mar 31, 2026 2.13% $0.02 12.28%
Dimensional Fund Advisors, Inc. 683.12K Mar 31, 2026 2.01% $0.02 2.37%
Morgan Stanley - Brokerage Accounts 656.12K Mar 31, 2026 1.93% $0.01 -58.43%
Reinhart Mahoney Capital Management Inc 569.09K Jun 30, 2026 1.68% $2.69 -16.62%
Fenimore Asset Management Inc 506.59K Jun 30, 2026 1.49% $2.17 -10.51%
Millennium Management LLC 482.10K Mar 31, 2026 1.42% $0.03 -11.03%
Balyasny Asset Management LLC 459.61K Mar 31, 2026 1.35% $0.10 0.00%
The Goldman Sachs Group Inc 448.91K Mar 31, 2026 1.32% $0.01 -18.69%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.15M 3.40% ▼ 0.56% Jun 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.08M 3.18% ▼ 0.69% Jun 30, 2026
3 First Trust RBA Amer Indl RenaisTM ETF 779.05K 2.30% ▼ 0.06% Jun 30, 2026
4 Vanguard Small Cap Index 778.27K 2.29% ▼ 0.67% Jun 30, 2026
5 JHancock Disciplined Value Mid Cap I 694.05K 2.05% ▲ 0.22% May 31, 2026
6 Virtus KAR Small-Cap Core I 472.73K 1.39% ▼ 5.59% Mar 31, 2026
7 Vanguard Institutional Extnd Mkt Idx Tr 389.54K 1.15% ▲ 1.10% Jun 30, 2026
8 PIMCO RAE US Small Instl 372.86K 1.10% ▲ 23.82% Mar 31, 2026
9 PIMCO RAE US Small 372.86K 1.10% ▲ 23.82% Mar 31, 2026
10 State Street® SPDR® S&P MIDCAP 400® ETF 261.04K 0.77% ▲ 2.30% Jun 30, 2026

Financial Highlights

Market Cap: $6.50B
EBITDA: $240.97M
P/E Ratio: $52.79
PEG Ratio: $1.47
Book Value: $23.55
Dividend/Share: $1.60
Dividend Yield: 0.80%
Earnings/Share: $3.63
Profit Margin: 2.61%
Operating Margin: 4.51%
ROA (TTM): 7.39%
ROE (TTM): 14.41%
Revenue (TTM): $4.78B
Revenue/Share (TTM): $138.74
Earnings Growth (YOY): 36.90%
Revenue Growth (YOY): 1.60%

Valuation Metrics

Enterprise Value: $6.51B
Trailing P/E: 52.79
Forward P/E: 35.71

Shares Statistics

Shares Outstanding: 33.93M
Shares Float: 31.77M
% Insiders: 75.90%
% Institutions: 10,705.00%
Short % Float: 5.37%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$4.74B
Cost of Goods Sold
adjust
$-4.12B
Gross Profit
subtotal
$621.63M
SG&A
adjust
$-389.98M
Other Operating Expense
adjust
$-61.59M
Operating Income
subtotal
$170.06M
Other / Non-Operating Items
adjust
$-55.06M
Net Income
subtotal
$115.01M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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