Landstar System

LSTR

Market cap $5.27B

Sold 61,397 shares of Landstar System; estimated net position change of $12.83 million. The transaction represented 0.9% of Quantum Capital Management's reportable U.S. equity AUM.

Landstar System, Inc. remains resilient and profitable, with its well-diversified service offerings and enhanced efficiency. Its asset-light business model reduces its exposure to macroeconomic headwinds and driver shortage risks. LTL undercapacity and robust fundamentals allow it to sustain its operations and dividends, while capitalizing on potential opportunities.

I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, energy demand, and driving market concentration in the Mag-7. Current market valuations are unfavorable and top-heavy, with over 40% in the largest ten holdings.

JACKSONVILLE, Fla., Dec. 04, 2025 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR), a technology-enabled, asset-light provider of integrated transportation management solutions delivering safe, specialized transportation logistics services, announced that on December 3, 2025, its Board of Directors declared a special one-time cash dividend in the amount of $2.00 per share, payable on January 21, 2026 to stockholders of record as of the close of business on January 6, 2026.

Landstar (LSTR) reported earnings 30 days ago. What's next for the stock?

Weakness in overall volumes due to headwinds like weak freight demand, supply-chain woes and slower network velocity are hurting LSTR's top line.

LSTR's third-quarter 2025 earnings and revenues decrease year over year.

Landstar System, Inc. (NASDAQ:LSTR ) Q3 2025 Earnings Call October 28, 2025 4:30 PM EDT Company Participants James Todd - VP, Principal Accounting Officer & CFO Frank Lonegro - President, CEO & Director Matt Dannegger - VP & Chief Field Sales Officer James Applegate - VP and Chief Corporate Sales, Strategy & Specialized Freight Officer Matthew Miller - VP and Chief Safety & Operations Officer Conference Call Participants Reed Seay - Stephens Inc., Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Scott Group - Wolfe Research, LLC J. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Elliot Alper - TD Cowen, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Presentation Operator Good afternoon, and welcome to Landstar Inc.'s Third Quarter Earnings Release Conference Call.

While the top- and bottom-line numbers for Landstar (LSTR) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Landstar System (LSTR) came out with quarterly earnings of $1.22 per share, missing the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.41 per share a year ago.