LANDSTAR SYSTEM INC(LSTR)Stock Analysis
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Rank #1,763 of 2,960 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LSTR Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for LANDSTAR SYSTEM INC (LSTR), a Industrials sector company. 13F Pro's AI-powered ranking engine scores LSTR at 47.7/100 on a 32-signal composite quality model, placing it at rank #1,763 of 2,960 stocks — the bottom half of the AI-ranked universe. LSTR scores in the top quartile across balance sheet strength (79.3), revenue scale (77.3). Areas of concern include institutional flow (13.4) and revenue growth (17.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), LANDSTAR SYSTEM INC reports quarterly revenue of $1.2B, net income of $39.4M, an operating margin of 4.5%. Top institutional holders of LSTR by reported 13-F value include BlackRock, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. LSTR trades on the Nasdaq exchange and files with the SEC under CIK 853816. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LSTR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LANDSTAR SYSTEM INC directly from SEC EDGAR. LANDSTAR SYSTEM INC's 13F Pro composite quality score has ranged between 47 and 73 since 2021, currently 47.7 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q1 2026
$1.2B
Net Income
Q1 2026
$39.4M
Free Cash Flow
Q1 2026
$72.4M
Operating Margin
Q1 2026
4.5%
ROIC
Q1 2026
26.7%
D/E Ratio
Q1 2026
0.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-1.6% YoYNet Income
-41.3% YoYOperating Income
-39.1% YoYEPS (Diluted)
-39.9% YoYTotal Assets
-9.8% YoYTotal Debt
Op. Cash Flow
-21.5% YoYFree Cash Flow
-15.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $4.74B -1.6% | $4.82B -9.1% | $5.30B -28.7% | $7.44B +13.8% | $6.54B +58.2% | $4.13B |
| Net Income | $115.0M -41.3% | $195.9M -25.9% | $264.4M -38.6% | $430.9M +12.9% | $381.5M +98.6% | $192.1M |
| Operating Income | $151.6M -39.1% | $248.9M -27.7% | $344.1M -39.7% | $571.1M +12.9% | $505.7M +99.9% | $252.9M |
| EPS (Diluted) | $3.31 -39.9% | $5.51 -25.1% | $7.36 -37.4% | $11.76 +17.8% | $9.98 +100.4% | $4.98 |
| Total Assets | $1.64B -9.8% | $1.81B +0.6% | $1.80B -6.7% | $1.93B -5.6% | $2.05B +23.7% | $1.65B |
| Total Debt | $0.00 | $0.00 | $0.00 -100.0% | $67.2M -10.7% | $75.2M | $0.00 |
| Operating Cash Flow | $224.9M -21.5% | $286.6M -27.2% | $393.6M -36.8% | $622.7M +125.0% | $276.7M +31.3% | $210.7M |
| Free Cash Flow | $215.0M -15.9% | $255.6M -30.5% | $368.0M -38.3% | $596.7M +135.4% | $253.5M +40.8% | $180.1M |
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Available Research
13F Pro tracks comprehensive data for LANDSTAR SYSTEM INC including:
Top Institutional Holders of LSTR
BlackRock, Inc.
$698.7M3,378,380 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$638.5M3,087,226 shAQR CAPITAL MANAGEMENT LLC
$439.0M2,122,575 shVANGUARD PORTFOLIO MANAGEMENT LLC
$371.4M1,796,040 shVANGUARD CAPITAL MANAGEMENT LLC
$317.8M1,536,660 shBoston Partners
$297.6M1,438,306 shSTATE STREET CORP
$236.2M1,142,351 shGEODE CAPITAL MANAGEMENT, LLC
$204.5M988,727 shFIRST TRUST ADVISORS LP
$173.1M836,918 shJACOBS LEVY EQUITY MANAGEMENT, INC
$153.6M742,490 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $698.7M | 3,378,380 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $638.5M | 3,087,226 |
| AQR CAPITAL MANAGEMENT LLC | $439.0M | 2,122,575 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $371.4M | 1,796,040 |
| VANGUARD CAPITAL MANAGEMENT LLC | $317.8M | 1,536,660 |
| Boston Partners | $297.6M | 1,438,306 |
| STATE STREET CORP | $236.2M | 1,142,351 |
| GEODE CAPITAL MANAGEMENT, LLC | $204.5M | 988,727 |
| FIRST TRUST ADVISORS LP | $173.1M | 836,918 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $153.6M | 742,490 |
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Popular Research
Is LSTR a good stock to buy?
13F Pro's AI-powered analysis of LANDSTAR SYSTEM INC (LSTR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LSTR are available on the LSTR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LSTR is classified as a mid company.
Which hedge funds own LSTR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LSTR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LANDSTAR SYSTEM INC's investment landscape.