What is the 13F Pro Quality Score for LSTR?

13F Pro ranks LANDSTAR SYSTEM INC (LSTR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LSTR's current score at https://13fpro.ai/research/LSTR (free sign-up required for the full ranking).

Where does 13F Pro source LSTR data?

All LANDSTAR SYSTEM INC fundamentals and ownership data come directly from SEC EDGAR. LANDSTAR SYSTEM INC files with the SEC under CIK 853816. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LSTR in?

LANDSTAR SYSTEM INC (LSTR) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

How often is LSTR research updated on 13F Pro?

LSTR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

LANDSTAR SYSTEM INC(LSTR)Stock Analysis

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13F Pro Quality Score

49.0/100

Rank #1,526 of 2,879 stocks

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

18.8/100

Profitability

41.6/100

Balance Sheet

81.8/100

Earnings Quality

13.6/100

Free Cash Flow

49.3/100

Institutional Flow

12.1/100

Revenue Scale

77.3/100

Dilution Risk

87.5/100

LSTR Stock Analysis & AI Quality Score

AI stock analysis and institutional research for LANDSTAR SYSTEM INC (LSTR), a Industrials sector company. 13F Pro's AI-powered ranking engine scores LSTR at 49.0/100 on a 32-signal composite quality model, placing it at rank #1,526 of 2,879 stocks — the bottom half of the AI-ranked universe. LSTR scores in the top quartile across balance sheet strength (81.8), revenue scale (77.3). Areas of concern include institutional flow (12.1) and earnings quality (13.6), 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 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, BlackRock,, 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 41 and 73 since 2021, currently 49.0 — a stable long-term trajectory across 30 quarterly and live scoring snapshots.

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Fun facts about LANDSTAR SYSTEM INC

Quirks, history, and lore behind LSTR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. transportation and logistics company · asset-light business model · listed on Nasdaq · headquartered in Florida.
2
The Numbers
Annual revenue in the range of $5–7 billion, yet it owns surprisingly few trucks itself — the magic is in how it moves freight without the overhead.
3
The History
Founded in 1991, it was built around a network of independent owner-operators at a time when trucking deregulation made that model freshly viable.
4
The Secret
It's essentially a freight brokerage and agency network — thousands of independent agents and owner-operators do the heavy lifting while the company collects its cut.
5
The Lore
Its model is sometimes called "trucking without the trucks" — the company's capital-light structure lets it post high returns on equity that pure-play carriers envy.
6
The Giveaway
Think of it as the franchise model applied to trucking: a Jacksonville-based Nasdaq company whose ticker rhymes with "luster" and whose independent agents haul everything from auto parts to hazmat.

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Revenue

Q1 2026

$1.2B

Net Income

Q1 2026

$39.4M

Free Cash Flow

Q1 2026

$72.4M

Operating Margin

Q1 2026

4.5%

D/E Ratio

Q1 2026

0.00

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-1.6% YoY

$4.74BFY 2025

FY22 $7.44BFY23 $5.30BFY24 $4.82BFY25 $4.74B

Net Income

-41.3% YoY

$115.0MFY 2025

FY22 $430.9MFY23 $264.4MFY24 $195.9MFY25 $115.0M

Operating Income

-39.1% YoY

$151.6MFY 2025

FY22 $571.1MFY23 $344.1MFY24 $248.9MFY25 $151.6M

EPS (Diluted)

-39.9% YoY

$3.31FY 2025

FY22 $11.76FY23 $7.36FY24 $5.51FY25 $3.31

Total Assets

-9.8% YoY

$1.64BFY 2025

FY22 $1.93BFY23 $1.80BFY24 $1.81BFY25 $1.64B

Total Debt

$0.00FY 2025

FY22 $67.2MFY23 $0.00FY24 $0.00FY25 $0.00

Op. Cash Flow

-21.5% YoY

$224.9MFY 2025

FY22 $622.7MFY23 $393.6MFY24 $286.6MFY25 $224.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2018
Revenue	$4.74B -1.6%	$4.82B -9.1%	$5.30B -28.7%	$7.44B +13.8%	$6.54B +41.7%	$4.62B
Net Income	$115.0M -41.3%	$195.9M -25.9%	$264.4M -38.6%	$430.9M +12.9%	$381.5M +49.5%	$255.3M
Operating Income	$151.6M -39.1%	$248.9M -27.7%	$344.1M -39.7%	$571.1M +12.9%	$505.7M +52.4%	$331.7M
EPS (Diluted)	$3.31 -39.9%	$5.51 -25.1%	$7.36 -37.4%	$11.76 +17.8%	$9.98 +61.5%	$6.18
Total Assets	$1.64B -9.8%	$1.81B +0.6%	$1.80B -6.7%	$1.93B -5.6%	$2.05B +48.2%	$1.38B
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 -7.1%	$297.9M

AI Insight: LSTR Financial Trends

Landstar's profitability deteriorated sharply with operating income falling 64% from Q2 2024 to Q1 2026 despite stable revenues.

• Revenue remained relatively stable, declining just 4% from $1,225M in Q2 2024 to $1,171M in Q1 2026.

• Operating income collapsed 64% from $68M in Q2 2024 to $26M in Q3 2025 before recovering to $53M in Q1 2026.

• Net income fell 79% from peak of $53M in Q2 2024 to $19M in Q3 2025.

• Company maintains zero debt position throughout the period with strong balance sheet.

⚠ Equity declined 20% from $1,001M to $799M over the period despite positive earnings.

⚠ Operating cash flow volatility with Q2 2025 dropping to just $7M from $56M prior quarter.

AI Insight: LSTR Ratio Trends

Landstar's profitability swung dramatically through 2025, with operating margin ranging from 2.2% to 4.7% before recovering to 4.5% in Q1 2026.

• Operating margin hit a low of 2.2% in Q3 2025 before rebounding to 4.5% in Q1 2026.

• ROIC fluctuated between 11.8% and 26.7% across recent quarters, showing high earnings volatility.

• Company maintains zero debt-to-equity ratio throughout all periods, indicating strong balance sheet stability.

⚠ Extreme margin volatility with Q3 2025 operating margin of 2.2% representing the weakest performance in dataset.

⚠ Q1 2026 margins recovered sharply but remain below 2024 levels when operating margin averaged 5.2%.

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Available Research

13F Pro tracks comprehensive data for LANDSTAR SYSTEM INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LSTR

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$550.2M3,432,243 sh
BlackRock, Inc.
$518.3M3,233,185 sh
AQR CAPITAL MANAGEMENT LLC
$293.8M1,835,604 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$281.0M1,752,711 sh
VANGUARD CAPITAL MANAGEMENT LLC
$245.6M1,531,900 sh
Boston Partners
$227.8M1,420,213 sh
STATE STREET CORP
$180.1M1,123,666 sh
FIRST TRUST ADVISORS LP
$179.3M1,118,554 sh
VICTORY CAPITAL MANAGEMENT INC
$172.2M1,074,358 sh
GEODE CAPITAL MANAGEMENT, LLC
$149.9M934,926 sh

Fund	Value	Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$550.2M	3,432,243
BlackRock, Inc.	$518.3M	3,233,185
AQR CAPITAL MANAGEMENT LLC	$293.8M	1,835,604
VANGUARD PORTFOLIO MANAGEMENT LLC	$281.0M	1,752,711
VANGUARD CAPITAL MANAGEMENT LLC	$245.6M	1,531,900
Boston Partners	$227.8M	1,420,213
STATE STREET CORP	$180.1M	1,123,666
FIRST TRUST ADVISORS LP	$179.3M	1,118,554
VICTORY CAPITAL MANAGEMENT INC	$172.2M	1,074,358
GEODE CAPITAL MANAGEMENT, LLC	$149.9M	934,926

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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.

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.