LSTR Landstar System, Inc. - Common Stock
NASDAQ · Road & Rail · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 29, 2026
$173.48
· of 52w range
· above low
· to high
$121.1252w low
$228.4652w high
P/E (TTM)
44.9
EPS (TTM)
$3.86
Revenue (TTM)
$4.98B
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52W Range
$121–$228
Analyst Rating
HOLD
Price Target
$194
P/E
44.9
ROE
15.0%
Net Profit Margin
2.6%
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LSTR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$173.48
P/E (TTM)
44.9
EPS (TTM)
$3.86
Revenue (TTM)
$4.98B
ROE (TTM)
15.0%
52W Range
$121–$228
LSTR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Jan. 10, 2005 | 2-for-1 | Forward |
| Nov. 14, 2003 | 2-for-1 | Forward |
| Aug. 13, 2002 | 2-for-1 | Forward |
About Landstar System, Inc. - Common Stock Company overview from Wikipedia
Landstar System, Inc. is an American transportation services company specializing in logistics and, more specifically, third-party logistics. Landstar utilizes an extensive network of over 8,800 independent owner-operators, referred to internally as business capacity owners (BCOs), over 1,000 independent freight agents, and over 70,000 vetted carriers. Landstar provides services principally throughout the United States and to a lesser extent in Canada and between the U.S. and Canada, Mexico, and other countries around the world.
History
Landstar has been in business since 1968 and was incorporated in 1991.
In January 2014, Landstar sold its National Logistics Management (NLM) subsidiary to XPO, Inc. for $87m. Using proprietary web-based software to provide management services for customers and carriers, NLM became the largest web-based expediter in North America.
In January 2017, Landstar opened its Landstar U.S./Mexico Logistics Service Center in Laredo, Texas.
Operations
Landstar System is based in Jacksonville, Florida. The company includes over 8,800 owner-operators in the United States, Canada and Mexico. The business capacity operators (BCOs) are not forced to dispatch like traditional trucking companies. Rather, they can choose their own loads. Landstar has agents in the United States and Canada.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryRoad & Rail
employees1,300
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$4.74B2016-12-31 → 2025-12-27
EPS$3.312016-12-31 → 2025-12-27
Free Cash Flow$215M2016-12-31 → 2025-12-27
Net margin2.6%2016-12-31 → 2025-12-27
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | LSTR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 44.95Y avg ≈26.6 | ≈26.6 | 54.2 | Fair value |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | LSTR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 3.5%5Y avg ≈6.1% | ≈6.1% | 4.6% | In line | |
| EBITDA Margin | 3.2%5Y avg ≈6.1% | ≈6.1% | 4.8% | In line | |
| Pretax Margin (TTM) | 3.5%5Y avg ≈6.1% | ≈6.1% | 4.4% | In line | |
| Net Profit Margin (TTM) | 2.6%5Y avg ≈4.6% | ≈4.6% | 3.3% | In line | |
| ROA (TTM) | 7.7%5Y avg ≈14.8% | ≈14.8% | 2.3% | Top tier | |
| ROE (TTM) | 15.0%5Y avg ≈31.9% | ≈31.9% | 4.0% | Top tier | |
| ROIC | 14.5%5Y avg ≈30.9% | ≈30.9% | 4.2% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | LSTR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.85Y avg ≈1.8 | ≈1.8 | 1.4 | Strong liquidity | |
| Quick Ratio (MRQ) | 1.75Y avg ≈1.7 | ≈1.7 | 1.2 | Strong liquidity | |
| Interest Coverage | 27.1 | · | 13.1 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | LSTR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -1.6%5Y avg ≈6.5% | ≈6.5% | · | · | |
| Revenue CAGR 3Y | -13.9%5Y avg ≈-5.0% | ≈-5.0% | · | · | |
| Revenue CAGR 5Y | 2.8% | · | · | · | |
| EPS YoY | -39.9%5Y avg ≈3.2% | ≈3.2% | · | · | |
| Net Income YoY | -41.3%5Y avg ≈1.1% | ≈1.1% | · | · | |
| EPS CAGR 3Y | -34.5%5Y avg ≈-12.8% | ≈-12.8% | · | · | |
| EPS CAGR 5Y | -7.8% | · | · | · | |
| Net Income CAGR 3Y | -35.6%5Y avg ≈-14.8% | ≈-14.8% | · | · | |
| Net Income CAGR 5Y | -9.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | LSTR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 2.85Y avg ≈3.1 | ≈3.1 | 1.0 | Top tier | |
| Receivables Turnover | 7.05Y avg ≈6.8 | ≈6.8 | 9.6 | Weak | |
| Revenue / Employee | ≈$3.6M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio108.5%
Annualized Payout≈$1.76
5Y Div CAGR≈13.8%
Growth Streak≈11
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 18, 2026 | $0.44 | USD | ≈2.0% |
| May 19, 2026 | $0.40 | USD | ≈2.0% |
| Feb 18, 2026 | $0.40 | USD | ≈2.4% |
| Jan 6, 2026 | $2.00 | USD | ≈3.7% |
| Nov 18, 2025 | $0.40 | USD | ≈2.9% |
| Aug 19, 2025 | $0.40 | USD | ≈2.7% |
| Jun 5, 2025 | $0.40 | USD | ≈2.5% |
| Feb 18, 2025 | $0.36 | USD | ≈2.1% |
| Jan 7, 2025 | $2.00 | USD | ≈1.8% |
| Nov 19, 2024 | $0.36 | USD | ≈1.9% |
| Aug 20, 2024 | $0.36 | USD | ≈1.8% |
| May 7, 2024 | $0.33 | USD | ≈1.8% |
| Feb 9, 2024 | $0.33 | USD | ≈1.7% |
| Jan 2, 2024 | $2.00 | USD | ≈2.6% |
| Nov 6, 2023 | $0.33 | USD | ≈1.9% |
| Aug 9, 2023 | $0.33 | USD | ≈1.6% |
| May 3, 2023 | $0.30 | USD | ≈1.8% |
| Feb 10, 2023 | $0.30 | USD | ≈1.7% |
| Jan 5, 2023 | $2.00 | USD | ≈3.0% |
| Nov 7, 2022 | $0.30 | USD | ≈1.9% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-10.7%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $1.44 | $1.51 | -4.6% |
| March 31, 2026 | $1.16 | $1.15 | 1.2% | |
| Dec. 31, 2025 | $0.70 | $1.25 | -43.8% | |
| Sept. 30, 2025 | $1.22 | $1.23 | -0.48% | |
| June 30, 2025 | $1.20 | $1.22 | -1.6% | |
| March 31, 2025 | $0.85 | $1.00 | -15.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.74B | $4.82B | $5.30B | $7.44B | $6.54B | $4.13B | $4.08B | $4.62B | $3.65B | $3.17B | $3.32B | $3.18B | |
| SG&A Expense | $231M | $218M | $212M | $221M | $221M | $168M | $159M | $188M | $171M | $143M | $150M | $150M | |
| Operating Expenses | $4.61B | $4.59B | $4.97B | $6.87B | $6.03B | $3.88B | $3.79B | $4.29B | $3.40B | $2.95B | $3.08B | $2.96B | |
| Operating Income | $152M | $249M | $344M | $571M | $506M | $253M | $299M | $332M | $244M | $223M | $242M | $224M | |
| Interest Expense | $6M | $4M | $4M | $5M | · | · | · | · | · | · | · | · | |
| Interest Income | $14M | $15M | $10M | $3M | $3M | $3M | $5M | $4M | $2M | $2M | $1M | $1M | |
| Pretax Income | $151M | $254M | $348M | $567M | $502M | $249M | $296M | $328M | $241M | $219M | $239M | $221M | |
| Income Tax | $36M | $58M | $84M | $137M | $120M | $57M | $68M | $73M | $64M | $82M | $91M | $82M | |
| Net Income | $115M | $196M | $264M | $431M | $382M | $192M | $228M | $255M | $177M | $137M | $148M | $139M | |
| EPS (Basic) | $3.31 | $5.51 | $7.36 | $11.76 | $9.98 | $4.98 | $5.72 | $6.19 | $4.22 | $3.26 | $3.38 | $3.09 | |
| EPS (Diluted) | $3.31 | $5.51 | $7.36 | $11.76 | $9.98 | $4.98 | $5.72 | $6.18 | $4.21 | $3.25 | $3.37 | $3.07 | |
| Shares (Basic) | 34,717,000 | 35,538,000 | 35,920,000 | 36,633,000 | 38,235,000 | 38,602,000 | 39,786,000 | 41,273,000 | 41,938,000 | 42,112,000 | 43,664,000 | 44,956,000 | |
| Shares (Diluted) | 34,717,000 | 35,538,000 | 35,920,000 | 36,633,000 | 38,235,000 | 38,602,000 | 39,786,000 | 41,310,000 | 42,024,000 | 42,236,000 | 43,813,000 | 45,169,000 | |
| EBITDA | $152M | $249M | $344M | $571M | $506M | $253M | $299M | $332M | $244M | $223M | $242M | $224M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $397M | $515M | $481M | $340M | $216M | $249M | $320M | $200M | $242M | $179M | $115M | $164M | |
| Short-term Investments | $56M | $52M | $60M | $54M | $36M | $41M | $33M | $40M | $49M | $67M | $49M | $37M | |
| Receivables | $670M | $684M | $744M | $968M | $1.15B | $764M | $589M | $692M | $631M | $463M | $463M | $493M | |
| Other Current Assets | $29M | $22M | $25M | $22M | $16M | $19M | $21M | $16M | $14M | $10M | $12M | $24M | |
| Current Assets | $1.22B | $1.32B | $1.35B | $1.44B | $1.52B | $1.21B | $998M | $971M | $961M | $737M | $656M | $732M | |
| PP&E (Net) | $261M | $311M | $284M | $315M | $317M | $297M | $286M | $284M | $276M | $273M | $226M | $202M | |
| PP&E (Gross) | $735M | $768M | $721M | $708M | $661M | $596M | $567M | $534M | $495M | $463M | $409M | $363M | |
| Accum. Depreciation | $474M | $457M | $437M | $393M | $344M | $299M | $281M | $250M | $219M | $190M | $183M | $161M | |
| Goodwill | $34M | $41M | $42M | $41M | $41M | $41M | $39M | $38M | $39M | $31M | $31M | $31M | |
| Other Non-current Assets | $124M | $141M | $123M | $136M | $164M | $108M | $105M | $87M | $76M | $55M | $78M | $79M | |
| Total Assets | $1.64B | $1.81B | $1.80B | $1.93B | $2.05B | $1.65B | $1.43B | $1.38B | $1.35B | $1.10B | $992M | $1.04B | |
| Accounts Payable | $370M | $384M | $396M | $527M | $604M | $381M | $272M | $314M | $285M | $219M | $224M | $220M | |
| Current Liabilities | $696M | $673M | $675M | $878M | $1.01B | $806M | $553M | $536M | $549M | $380M | $370M | $410M | |
| Capital Leases | $326.0K | $542.0K | $863.0K | $1M | · | · | · | $85M | $83M | $93M | $82M | $76M | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | $47M | |
| Long-term Debt | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Common Stock | $686.0K | $686.0K | $685.0K | $684.0K | $682.0K | $682.0K | $681.0K | $679.0K | $677.0K | $676.0K | $674.0K | $673.0K | |
| Retained Earnings | $2.85B | $2.86B | $2.78B | $2.64B | $2.32B | $2.05B | $1.96B | $1.84B | $1.61B | $1.51B | $1.39B | $1.26B | |
| Treasury Stock | $2.31B | $2.13B | $2.05B | $1.99B | $1.71B | $1.58B | $1.47B | $1.38B | $1.17B | $1.17B | $1.12B | $956M | |
| AOCI | $-6M | $-12M | $-7M | $-15M | $-5M | $-2M | $-2M | $-6M | $-3M | $-3M | $-3M | $-1M | |
| Stockholders' Equity | $796M | $972M | $984M | $887M | $862M | $692M | $721M | $687M | $651M | $543M | $466M | $488M | |
| Liabilities + Equity | $1.64B | $1.81B | $1.80B | $1.93B | $2.05B | $1.65B | $1.43B | $1.38B | $1.35B | $1.10B | $992M | $1.04B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $57M | $58M | $57M | $50M | $46M | $44M | $44M | $41M | $36M | $29M | $28M | |
| Stock-based Comp | $6M | $3M | $4M | $12M | $28M | $5M | $4M | $18M | $8M | $3M | $7M | $7M | |
| Deferred Tax | $3M | $-7M | $-8M | $-5M | $-4M | $1M | $5M | $2M | $-17M | $6M | $7M | $5M | |
| Operating Cash Flow | $225M | $287M | $394M | $623M | $277M | $211M | $308M | $298M | $139M | $190M | $216M | $102M | |
| CapEx | $10M | $31M | $26M | $26M | $23M | $31M | $19M | $10M | $16M | $23M | $5M | $11M | |
| Investing Cash Flow | $-2M | $-10M | $-6M | $-25M | $-73M | $-28M | $-19M | $-8M | $-22M | $-14M | · | · | |
| Stock Repurchased | $180M | $81M | $54M | $286M | $123M | $116M | $89M | $208M | $0 | $51M | $161M | $56M | |
| Net Stock Activity | $-180M | $-81M | $-54M | $-286M | $-123M | $-116M | $-89M | $-208M | $0 | $-51M | $-161M | $-56M | |
| Dividends Paid | $125M | $120M | $117M | $116M | $112M | $110M | $28M | $89M | $16M | $14M | $58M | $28M | |
| Financing Cash Flow | $-343M | $-237M | $-248M | $-476M | $-233M | $-252M | $-171M | $-331M | $-54M | $-112M | · | · | |
| Net Change in Cash | $-118M | $34M | $141M | $120M | $-30M | $-70M | $120M | $-43M | $64M | $64M | $-49M | $-16M | |
| Taxes Paid | $51M | $48M | $93M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $215M | $256M | $368M | $597M | $253M | $180M | $288M | $288M | $123M | $168M | $211M | $91M | |
| Levered FCF | $211M | $252M | · | · | · | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.2% | 5.2% | 6.5% | 7.7% | 7.7% | 6.1% | 7.3% | 7.2% | 6.7% | 7.0% | 7.3% | 7.0% | |
| Net Margin | 2.4% | 4.1% | 5.0% | 5.8% | 5.8% | 4.7% | 5.6% | 5.5% | 4.9% | 4.3% | 4.5% | 4.4% | |
| Pretax Margin | 3.2% | 5.3% | 6.6% | 7.6% | 7.7% | 6.0% | 7.2% | 7.1% | 6.6% | 6.9% | 7.2% | 7.0% | |
| EBITDA Margin | 3.2% | 5.2% | 6.5% | 7.7% | 7.7% | 6.1% | 7.3% | 7.2% | 6.7% | 7.0% | 7.3% | 7.0% | |
| ROA | 6.7% | 10.8% | 14.2% | 21.7% | 20.6% | 12.5% | 16.2% | 18.7% | 14.5% | 13.2% | 14.5% | 13.8% | |
| ROE | 13.0% | 20.0% | 28.3% | 49.3% | 49.1% | 28.6% | 32.3% | 38.2% | 29.7% | 27.2% | 30.9% | 29.4% | |
| ROIC | 14.5% | 19.7% | 26.6% | 48.9% | 44.6% | 28.2% | 31.9% | 37.5% | 27.6% | 25.8% | 32.1% | 28.8% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 2.0 | 2.0 | 1.6 | 1.5 | 1.5 | 1.8 | 1.8 | 1.8 | 1.9 | 1.8 | 1.8 | |
| Quick Ratio | 1.6 | 1.9 | 1.9 | 1.6 | 1.4 | 1.3 | 1.7 | 1.7 | 1.7 | 1.9 | 1.7 | 1.3 | |
| Interest Coverage | 27.1 | 61.1 | · | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.8 | 2.7 | 2.8 | 3.7 | 3.5 | 2.7 | 2.9 | 3.4 | 3.0 | 3.0 | 3.3 | 3.2 | |
| Receivables Turnover | 7.0 | 6.8 | 6.2 | 7.0 | 6.8 | 6.1 | 6.4 | 6.9 | 6.7 | 6.8 | 7.0 | 7.3 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $136.64 | $135.61 | $147.64 | $203.00 | $170.98 | $107.07 | $102.66 | $111.72 | $86.77 | $75.00 | $75.80 | $70.51 | |
| Cash Flow / Share | $6.48 | $8.06 | $10.96 | $17.00 | $7.24 | $5.46 | $7.74 | $7.21 | $3.31 | $4.50 | $4.93 | $2.26 | |
| Dividend / Share | $3.56 | $3.38 | $3.26 | $3.10 | $2.92 | $2.79 | $2.70 | $0.63 | $1.88 | $0.34 | $0.30 | $1.26 | |
| EPS (TTM) | $3.31 | $5.51 | $7.36 | $11.76 | $9.98 | $4.98 | $5.72 | $6.18 | $4.21 | $3.25 | $3.37 | $3.07 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.6% | -9.1% | -28.7% | 13.8% | 58.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -13.9% | -9.7% | 8.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -39.9% | -25.1% | -37.4% | 17.8% | 100.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -34.5% | -18.0% | 13.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -41.3% | -25.9% | -38.6% | 13.0% | 98.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -35.6% | -19.9% | 11.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 2.6% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.74B | $4.82B | $5.30B | $7.44B | $6.54B | $4.13B | $4.08B | $4.62B | $3.65B | $3.17B | $3.32B | $3.18B | |
| Net Income TTM | $115M | $196M | $264M | $431M | $382M | $192M | $228M | $255M | $177M | $137M | $148M | $139M | |
| P/E | 44.1 | 31.6 | 26.3 | 13.9 | 17.3 | 27.2 | 19.8 | 15.4 | 24.7 | 26.2 | 17.2 | 24.2 | |
| Earnings Yield | 2.3% | 3.2% | 3.8% | 7.2% | 5.8% | 3.7% | 5.1% | 6.5% | 4.0% | 3.8% | 5.8% | 4.1% | |
| Payout Ratio | 108.5% | 61.5% | 44.3% | 26.8% | 29.3% | 57.0% | 12.2% | 34.8% | 9.0% | 10.4% | 39.2% | 19.9% | |
| Annual Payout | $125M | $120M | $117M | $116M | $112M | $110M | $28M | $89M | $16M | $14M | $58M | $28M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.43B | $1.17B | $1.17B | $1.21B | $1.21B | $1.15B | $1.21B | $1.21B | $1.23B | $1.17B | $1.20B | $1.29B | $1.44B | $1.67B | $1.82B | |
| SG&A Expense | $68M | $61M | $56M | $57M | $56M | $62M | $55M | $51M | $55M | $56M | $53M | $51M | $54M | $56M | $54M | |
| Operating Expenses | $1.37B | $1.12B | $1.15B | $1.18B | $1.16B | $1.12B | $1.16B | $1.15B | $1.16B | $1.11B | $1.13B | $1.21B | $1.34B | $1.55B | $1.68B | |
| Operating Income | $66M | $53M | $30M | $26M | $56M | $39M | $58M | $63M | $68M | $60M | $75M | $80M | $101M | $124M | $133M | |
| Interest Expense | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $870.0K | $889.0K | · | · | · | · | · | |
| Interest Income | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $1M | $1M | $716.0K | |
| Pretax Income | $65M | $53M | $29M | $26M | $56M | $40M | $59M | $64M | $70M | $62M | $76M | $81M | $102M | $124M | $132M | |
| Income Tax | $16M | $13M | $5M | $7M | $14M | $10M | $13M | $14M | $17M | $14M | $18M | $20M | $24M | $31M | $32M | |
| Net Income | $49M | $39M | $24M | $19M | $42M | $30M | $46M | $50M | $53M | $47M | $58M | $62M | $78M | $93M | $100M | |
| EPS (Basic) | $1.44 | $1.16 | $0.70 | $0.56 | $1.20 | $0.85 | $1.30 | $1.41 | $1.48 | $1.32 | $1.62 | $1.71 | $2.17 | $2.61 | $2.76 | |
| EPS (Diluted) | $1.44 | $1.16 | $0.70 | $0.56 | $1.20 | $0.85 | $1.30 | $1.41 | $1.48 | $1.32 | $1.62 | $1.71 | $2.17 | $2.61 | $2.76 | |
| Shares (Basic) | 33,935,000 | 34,022,000 | · | 34,581,000 | 34,870,000 | 35,203,000 | · | 35,420,000 | 35,654,000 | 35,750,000 | · | 35,951,000 | 35,982,000 | · | 36,334,000 | |
| Shares (Diluted) | 33,935,000 | 34,022,000 | · | 34,581,000 | 34,870,000 | 35,203,000 | · | 35,420,000 | 35,654,000 | 35,750,000 | · | 35,951,000 | 35,982,000 | · | 36,334,000 | |
| EBITDA | $66M | $53M | · | $26M | $56M | $39M | · | $63M | $68M | $60M | · | $80M | $101M | · | $133M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $294M | $353M | $397M | $375M | $359M | $417M | $515M | $469M | $438M | $468M | · | $440M | $341M | · | $178M | |
| Short-term Investments | $53M | $58M | $56M | $59M | $67M | $56M | $52M | $62M | $66M | $63M | · | $57M | $47M | · | $51M | |
| Receivables | $867M | $692M | $670M | $696M | $717M | $703M | $684M | $695M | $724M | $724M | · | $811M | $900M | · | $1.13B | |
| Other Current Assets | $59M | $20M | $29M | $44M | $45M | $17M | $22M | $34M | $45M | $16M | · | $31M | $13M | · | $35M | |
| Current Assets | $1.32B | $1.18B | $1.22B | $1.25B | $1.24B | $1.24B | $1.32B | $1.31B | $1.32B | $1.31B | · | $1.40B | $1.35B | · | $1.48B | |
| PP&E (Net) | $253M | $256M | $261M | $262M | $288M | $298M | $311M | $289M | $286M | $280M | · | $284M | $306M | · | $322M | |
| PP&E (Gross) | · | · | $735M | · | · | · | $768M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $488M | $480M | $474M | $469M | $465M | $456M | $457M | $457M | $449M | $443M | · | $427M | $407M | · | $383M | |
| Goodwill | $34M | $34M | $34M | $34M | $41M | $41M | $41M | $41M | $42M | $42M | $42M | $42M | $42M | $41M | $41M | |
| Other Non-current Assets | $135M | $129M | $124M | $121M | $133M | $136M | $141M | $115M | $112M | $114M | · | $131M | $136M | · | $141M | |
| Total Assets | $1.74B | $1.60B | $1.64B | $1.66B | $1.70B | $1.72B | $1.81B | $1.76B | $1.76B | $1.75B | · | $1.85B | $1.84B | · | $1.99B | |
| Accounts Payable | $469M | $397M | $370M | $403M | $402M | $390M | $384M | $398M | $402M | $384M | · | $465M | $490M | · | $644M | |
| Current Liabilities | $724M | $631M | $696M | $619M | $619M | $612M | $673M | $593M | $606M | $590M | · | $670M | $741M | · | $942M | |
| Capital Leases | $196.0K | $261.0K | $326.0K | $393.0K | $459.0K | $516.0K | · | $456.0K | $533.0K | $693.0K | · | $957.0K | $1M | · | · | |
| Long-term Debt | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | · | · | |
| Common Stock | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $686.0K | $685.0K | · | $685.0K | $685.0K | · | $684.0K | |
| Retained Earnings | $2.91B | $2.88B | $2.85B | $2.91B | $2.91B | $2.88B | $2.86B | $2.90B | $2.86B | $2.82B | · | $2.81B | $2.70B | · | $2.63B | |
| Treasury Stock | $2.34B | $2.34B | $2.31B | $2.28B | $2.24B | $2.19B | $2.13B | $2.13B | $2.11B | $2.05B | · | $2.01B | $2.01B | · | $1.99B | |
| AOCI | $-8M | $-7M | $-6M | $-7M | $-7M | $-11M | $-12M | $-9M | $-9M | $-7M | · | $-12M | $-12M | · | $-15M | |
| Stockholders' Equity | $837M | $799M | $796M | $889M | $922M | $931M | $972M | $1.02B | $1.00B | $1.02B | · | $1.04B | $936M | · | $873M | |
| Liabilities + Equity | $1.74B | $1.60B | $1.64B | $1.66B | $1.70B | $1.72B | $1.81B | $1.76B | $1.76B | $1.75B | · | $1.85B | $1.84B | · | $1.99B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $11M | $11M | $12M | $12M | $12M | $13M | $15M | $14M | $14M | $14M | $14M | $15M | $15M | $15M | |
| Stock-based Comp | $3M | $2M | $755.0K | $2M | $2M | $2M | $-138.0K | $-43.0K | $2M | $2M | $12.0K | $1M | $2M | $3M | $4M | |
| Operating Cash Flow | $-50M | $78M | $73M | $89M | $7M | $56M | $61M | $83M | $48M | $94M | $90M | $112M | $139M | $186M | $227M | |
| CapEx | $3M | $6M | $2M | $3M | $2M | $2M | $7M | $7M | $7M | $9M | $10M | $3M | $6M | $5M | $14M | |
| Investing Cash Flow | $-2M | $-6M | $-3M | $1M | $-2M | $1M | $717.0K | $-739.0K | $-7M | $-4M | $-5M | $-2M | $4M | $2M | $-14M | |
| Stock Repurchased | $2M | $22M | $37M | $41M | $42M | $60M | $3M | $22M | $57M | $0 | $38M | $0 | $15M | $0 | $73M | |
| Net Stock Activity | · | $-22M | · | · | · | $-60M | · | · | · | $0 | · | · | $-15M | · | · | |
| Dividends Paid | $14M | $82M | $14M | $14M | $14M | $83M | $13M | $13M | $12M | $83M | $12M | $12M | $83M | $11M | $11M | |
| Financing Cash Flow | $-6M | $-115M | $-50M | $-73M | $-66M | $-155M | $-13M | $-51M | $-69M | $-103M | $-45M | $-30M | $-142M | $-25M | $-111M | |
| Net Change in Cash | $-59M | $-43M | $22M | $16M | $-58M | $-98M | $46M | $31M | $-30M | $-13M | $41M | $79M | $1M | $162M | $100M | |
| Free Cash Flow | · | $72M | · | · | · | $54M | · | · | · | $85M | · | · | $133M | · | · | |
| Levered FCF | · | $71M | · | · | · | $53M | · | · | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.6% | 4.5% | · | 2.2% | 4.7% | 3.4% | · | 5.2% | 5.6% | 5.1% | · | 6.2% | 7.0% | · | 7.3% | |
| Net Margin | 3.4% | 3.4% | · | 1.6% | 3.5% | 2.6% | · | 4.1% | 4.3% | 4.0% | · | 4.8% | 5.5% | · | 5.5% | |
| Pretax Margin | 4.6% | 4.5% | · | 2.2% | 4.6% | 3.4% | · | 5.3% | 5.7% | 5.3% | · | 6.3% | 7.1% | · | 7.3% | |
| EBITDA Margin | 4.6% | 4.5% | · | 2.2% | 4.7% | 3.4% | · | 5.2% | 5.6% | 5.1% | · | 6.2% | 7.0% | · | 7.3% | |
| ROA | 2.8% | 2.4% | · | 1.1% | 2.4% | 1.7% | · | 2.8% | 2.9% | 2.6% | · | 3.2% | · | · | 5.1% | |
| ROE | 5.6% | 4.6% | · | 2.0% | 4.4% | 3.1% | · | 4.9% | 5.3% | 4.8% | · | 6.4% | · | · | 11.3% | |
| ROIC | 5.9% | 5.0% | · | 2.2% | 4.6% | 3.2% | · | 4.8% | 5.1% | 4.5% | · | 5.8% | · | · | 11.6% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.9 | · | 2.0 | 2.0 | 2.0 | · | 2.2 | 2.2 | 2.2 | · | 2.1 | · | · | 1.6 | |
| Quick Ratio | 1.7 | 1.7 | · | 1.8 | 1.8 | 1.9 | · | 2.1 | 2.0 | 2.1 | · | 2.0 | · | · | 1.4 | |
| Interest Coverage | 51.5 | 41.1 | · | 19.4 | 39.1 | 26.1 | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | · | · | 0.9 | |
| Receivables Turnover | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.6 | · | 1.6 | 1.6 | 1.4 | · | 1.3 | · | · | 1.7 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $42.21 | $34.43 | · | $34.86 | $34.74 | $32.74 | · | $34.27 | $34.36 | $32.76 | · | $35.86 | $39.90 | · | $49.98 | |
| Cash Flow / Share | · | $2.30 | · | · | · | $1.58 | · | · | · | $2.64 | · | · | $3.86 | · | · | |
| Dividend / Share | $0.40 | $0.40 | $2.40 | $0.40 | $0.40 | $0.36 | $2.36 | $0.36 | $0.33 | $0.33 | $2.33 | $0.33 | $0.30 | $2.30 | $0.30 | |
| EPS (TTM) | $3.86 | $3.62 | · | $3.91 | $4.76 | $5.04 | · | $5.83 | $6.13 | $6.50 | · | $8.34 | $10.59 | · | $12.14 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.98B | $4.76B | · | $4.78B | $4.79B | $4.80B | · | $4.81B | $4.89B | $5.04B | · | $5.77B | $6.90B | · | $7.71B | |
| Net Income TTM | $132M | $125M | · | $137M | $168M | $179M | · | $208M | $219M | $233M | · | $300M | $384M | · | $451M | |
| P/E | 54.2 | 43.2 | · | 31.2 | 29.3 | 29.2 | · | 32.1 | 30.1 | 29.7 | · | 21.2 | 16.9 | · | 11.8 | |
| Earnings Yield | 1.8% | 2.3% | · | 3.2% | 3.4% | 3.4% | · | 3.1% | 3.3% | 3.4% | · | 4.7% | 5.9% | · | 8.5% | |
| Payout Ratio | · | 207.2% | · | · | · | 279.5% | · | · | · | 176.7% | · | · | 105.7% | · | · | |
| Annual Payout | $123M | $123M | · | $124M | $123M | $121M | · | $120M | $119M | · | · | · | $114M | · | $114M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 |
|---|---|---|---|---|---|
| Revenue | $4.74B | $4.82B | $5.30B | $7.44B | $6.54B |
| Operating Margin % | 3.2% | 5.2% | 6.5% | 7.7% | 7.7% |
| Net Income | $115M | $196M | $264M | $431M | $382M |
| Diluted EPS | $3.31 | $5.51 | $7.36 | $11.76 | $9.98 |
| Metric | 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 |
|---|---|---|---|---|---|
| Current Ratio | 1.7 | 2.0 | 2.0 | 1.6 | 1.5 |
| Quick Ratio | 1.6 | 1.9 | 1.9 | 1.6 | 1.4 |
| Metric | 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 |
|---|---|---|---|---|---|
| Free Cash Flow | $215M | $256M | $368M | $597M | $253M |
Institutional owners (13F) 584 filers · $7.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
584
Value held
$7.4B
New positions
110
Exited positions
38
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 110 (-3 vs prior Q) | 38 (-6 vs prior Q) | 180 (-6 vs prior Q) | 155 (+41 vs prior Q) | -1.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $698,682,858 | 3,378,380 | 9.45% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $638,469,401 | 3,087,226 | 8.63% | Shares |
| VANGUARD GROUP INC | $461,228,142 | 3,209,660 | 6.24% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $438,969,709 | 2,122,575 | 5.94% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $371,439,032 | 1,796,040 | 5.02% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $317,796,655 | 1,536,660 | 4.30% | Shares |
| Boston Partners | $297,577,142 | 1,438,306 | 4.02% | Shares |
| STATE STREET CORP | $236,249,610 | 1,142,351 | 3.19% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $204,511,661 | 988,727 | 2.77% | Shares |
| FIRST TRUST ADVISORS LP | $173,083,036 | 836,918 | 2.34% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $153,554,357 | 742,490 | 2.08% | Shares |
| NORTHERN TRUST CORP | $144,543,853 | 698,921 | 1.95% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $135,484,294 | 655,088 | 1.83% | Shares |
| MILLENNIUM MANAGEMENT LLC | $125,619,496 | 607,415 | 1.70% | Shares |
| REINHART PARTNERS, LLC. | $117,697,188 | 569,090 | 1.59% | Shares |
| GOLDMAN SACHS GROUP INC | $108,824,118 | 526,203 | 1.47% | Shares |
| MORGAN STANLEY | $105,457,165 | 509,919 | 1.43% | Shares |
| Fenimore Asset Management Inc | $104,766,755 | 506,585 | 1.42% | Shares |
| NORGES BANK | $80,926,201 | 391,307 | 1.09% | Shares |
| UBS Group AG | $80,733,454 | 390,375 | 1.09% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $78,838,040 | 381,210 | 1.07% | Shares |
| WELLS FARGO & COMPANY/MN | $72,249,079 | 349,350 | 0.98% | Shares |
| Bank of New York Mellon Corp | $68,506,945 | 331,255 | 0.93% | Shares |
| Copeland Capital Management, LLC | $66,174,851 | 319,978 | 0.89% | Shares |
| RAYMOND JAMES FINANCIAL INC | $66,146,917 | 319,844 | 0.89% | Shares |
| Invesco Ltd. | $63,484,672 | 306,971 | 0.86% | Shares |
| Quantinno Capital Management LP | $63,415,602 | 306,637 | 0.86% | Shares |
| Gotham Asset Management, LLC | $58,237,076 | 281,597 | 0.79% | Shares |
| Boston Trust Walden Corp | $52,824,445 | 255,425 | 0.71% | Shares |
| Balyasny Asset Management L.P. | $52,194,708 | 252,380 | 0.71% | Shares |
| BANK OF AMERICA CORP /DE/ | $51,339,913 | 248,247 | 0.69% | Shares |
| FMR LLC | $48,948,209 | 236,682 | 0.66% | Shares |
| ROYCE & ASSOCIATES LP | $47,766,492 | 230,968 | 0.65% | Shares |
| Corient Private Wealth LP | $45,186,900 | 218,495 | 0.61% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $44,687,091 | 216,078 | 0.60% | Shares |
| LONDON CO OF VIRGINIA | $44,088,197 | 213,179 | 0.60% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $42,647,325 | 206,215 | 0.58% | Shares |
| Russell Investments Group, Ltd. | $41,579,457 | 201,048 | 0.56% | Shares |
| JPMORGAN CHASE & CO | $35,088,933 | 166,392 | 0.47% | Shares |
| ALLIANCEBERNSTEIN L.P. | $34,485,086 | 215,115 | 0.47% | Shares |
| AMERICAN CENTURY COMPANIES INC | $33,786,421 | 163,369 | 0.46% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $32,276,423 | 156,068 | 0.44% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $31,542,479 | 152,519 | 0.43% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $28,482,494 | 137,723 | 0.39% | Shares |
| PRUDENTIAL FINANCIAL INC | $28,289,126 | 136,788 | 0.38% | Shares |
| JANUS HENDERSON GROUP PLC | $26,770,044 | 166,984 | 0.36% | Shares |
| Qube Research & Technologies Ltd | $26,351,110 | 127,417 | 0.36% | Shares |
| ROYAL BANK OF CANADA | $25,246,000 | 122,068 | 0.34% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $22,797,907 | 110,236 | 0.31% | Shares |
| RHUMBLINE ADVISERS | $21,164,660 | 102,339 | 0.29% | Shares |
Company insiders 37 insiders · 20 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Frank A Lonegro | President & CEO | Feb. 2, 2026 F | 23,110 | 0 | 0 | $0 |
| James B Gattoni | President & CEO | Jan. 31, 2024 F | 78,025 | 0 | 0 | $0 |
| James P Todd | VP and CFO | June 15, 2026 S | 15,122 | 0 | 1 | $-261,804 |
| Federico L Pensotti | VP and CFO | July 1, 2022 D | 3,560 | 0 | 0 | $0 |
| Kevin L Stout | VP, CFO and Asst Secretary | Oct. 27, 2020 S | 28,861 | 0 | 0 | $0 |
| Joseph J Beacom | President of LSHI | Jan. 31, 2025 F | 20,442 | 0 | 0 | $0 |
| PUNDT JEFFREY L | President - Landstar Carrier | Feb. 13, 2007 M | 22,580 | 0 | 0 | $0 |
| Jim M Handoush | Co-Chief Operating Officer | Jan. 4, 2011 D | 29,937 | 0 | 0 | $0 |
| Matthew Miller | Chief Safety & Operations | March 15, 2026 F | 4,841 | 0 | 0 | $0 |
| Terri M Lewis | Chief Human Resources Officer | Feb. 23, 2026 A | 4,511 | 0 | 0 | $0 |
| Matthew M Dannegger | Chief Field Sales Officer | Jan. 31, 2026 F | 5,556 | 0 | 0 | $0 |
| James M Applegate | Chief Corp Sales, Strat, S Frt | Jan. 31, 2026 F | 8,102 | 0 | 0 | $0 |
| Ricardo S Coro | Vice President - CIO | Jan. 31, 2026 F | 22,855 | 0 | 0 | $0 |
| Michael K Kneller | VP General Counsel & Secy | Jan. 31, 2026 F | 63,560 | 0 | 0 | $0 |
| Aimee M Cooper | VP & CAO | Jan. 31, 2025 F | 16,346 | 0 | 0 | $0 |
| Robert S Brasher | VP & Chief Commercial Officer | Feb. 3, 2023 A | 22,005 | 0 | 0 | $0 |
| Patrick J O'Malley | VP, CCO, CMO | May 6, 2019 S | 20,929 | 0 | 0 | $0 |
| Larry S Thomas | Vice President - CIO | Feb. 2, 2017 A | 24,152 | 0 | 0 | $0 |
| STANLEY RONALD G | VP - Corp Bus Dev | May 3, 2007 M | 54,355 | 0 | 0 | $0 |
| LAROSE ROBERT C | Special Advisor | April 25, 2007 S | 20,000 | 0 | 0 | $0 |
| Diana M Murphy | Director | June 5, 2026 S | 18,853 | 0 | 1 | $-2,488,515 |
| Jonathan Barr Blanton | Director | May 6, 2026 A | 1,470 | 0 | 0 | $0 |
| Dr. Homaira Akbari | Director | May 6, 2026 A | 13,974 | 0 | 0 | $0 |
| James L Liang | Director | May 6, 2026 A | 4,658 | 0 | 0 | $0 |
| Melanie M Hart | Director | May 6, 2026 A | 1,470 | 0 | 0 | $0 |
| Teresa L White | Director | May 6, 2026 A | 4,658 | 0 | 0 | $0 |
| George P Scanlon | Director | May 6, 2026 A | 9,483 | 0 | 0 | $0 |
| David G/ Bannister | Director | May 6, 2026 A | 26,513 | 0 | 0 | $0 |
| Anthony J Orlando | Director | May 19, 2025 A | 14,029 | 0 | 0 | $0 |
| Michael A Henning | Director | May 18, 2016 A | 19,427 | 0 | 0 | $0 |
| GERKENS HENRY H | Director | Jan. 27, 2015 F | 39,573 | 0 | 0 | $0 |
| CROWE JEFFREY C | Director | Feb. 4, 2014 D | 34,855 | 0 | 0 | $0 |
| William S Elston | Director | June 30, 2012 D | 9,284 | 0 | 0 | $0 |
| DRUCKER RONALD W | Director | March 12, 2009 S | 50,000 | 0 | 0 | $0 |
| MOTT MERRITT J | Director | March 16, 2006 M | 41,400 | 0 | 0 | $0 |
| William C Clement | · | Aug. 1, 2026 A | 4,924 | 0 | 0 | $0 |
| Larry J Thoele | · | May 13, 2021 A | 12,306 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 80 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| JSMD · Janus Detroit Street Trust | 1.46% | 88,017 NS | July 31, 2026 | N-PORT |
| SMCO · Tidal Trust II | 1.23% | 9,999 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0.98% | 1,329 NS | July 31, 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0.87% | 53 NS | July 31, 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0.79% | 250,388 SH | Oct. 2, 2026 | Daily |
| IYT · iShares Trust | 0.78% | 90,536 SH | Sept. 11, 2026 | Daily |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.76% | 32,145 NS | July 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.60% | 13,692 SH | Aug. 19, 2026 | Daily |
| QLV · FlexShares Trust | 0.58% | 5,460 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.40% | 29,134 SH | Aug. 19, 2026 | Daily |
| QDEF · FlexShares Trust | 0.39% | 12,054 NS | July 31, 2026 | N-PORT |
| TPOR · Direxion Shares ETF Trust | 0.34% | 337 NS | July 31, 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0.30% | 36 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.26% | 1,311 NS | July 31, 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0.25% | 691 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.20% | 15,025 SH | Oct. 2, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.19% | 4,702 SH | Oct. 2, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.19% | 54,740 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.18% | 29,164 SH | Sept. 11, 2026 | Daily |
| ROUS · Lattice Strategies Trust | 0.18% | 7,067 NS | July 31, 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0.17% | 2,161 NS | July 31, 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0.17% | 233 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.17% | 5,628 SH | Aug. 19, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.17% | 3,735 NS | July 31, 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 71,716 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 3,811 NS | July 31, 2026 | N-PORT |
| FHEQ · Fidelity Greenwood Street Trust | 0.14% | 7,357 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.13% | 19,105 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 14,869 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.13% | 498 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.12% | 106,091 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.10% | 224,253 SH | Aug. 19, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.09% | 41,212 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.09% | 4,781 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.08% | 11,151 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.08% | 18,198 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.08% | 389,543 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.08% | 778,265 SH | Aug. 19, 2026 | Daily |
| IYJ · iShares Trust | 0.07% | 8,072 SH | Sept. 11, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 246,988 SH | Aug. 19, 2026 | Daily |
| IWP · iShares Trust | 0.06% | 61,759 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.06% | 2,138 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.04% | 138,602 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 2,023 SH | Oct. 2, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.04% | 11,301 SH | Oct. 2, 2026 | Daily |
| IWS · iShares Trust | 0.04% | 33,844 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.03% | 4,097 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.03% | 191,682 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.03% | 134,329 SH | Aug. 19, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.03% | 779 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 25,496 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 13,587 SH | Oct. 2, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.02% | 966 SH | Oct. 2, 2026 | Daily |
| IUSV · iShares Trust | 0.02% | 29,565 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 44,215 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 2,334 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.01% | 50,530 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 1,296 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,078,005 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 30,971 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,684 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 13,748 SH | Aug. 19, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 17,393 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2,812 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 7,636 SH | Aug. 19, 2026 | Daily |
| DGRO · iShares Trust | 0.01% | 24,819 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 6,938 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.01% | 1,506 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 10,318 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 45,516 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 23,284 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 9,482 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.01% | 222 NS | July 31, 2026 | N-PORT |
| IWF · iShares Trust | 0.01% | 41,573 SH | Sept. 11, 2026 | Daily |
| IJH · iShares Trust | · | 1,190,670 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 173,000 SH | Aug. 21, 2026 | Daily |
| XJH · iShares Trust | · | 4,635 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 1,531 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 4,195 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 10,921 SH | Sept. 1, 2026 | Daily |
LSTR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 24 analysts
BUY
Median target
$190.50
+9.8%
5 20.8%
Strong Buy
4 16.7%
Buy
13 54.2%
Hold
2 8.3%
Sell
0 0.0%
Strong Sell
12-Month Price Target
16 analysts · 2026-10-01Mean target $193.88 +11.8%
Now
Current price $173.48
Low$145.00
Mean$193.88
High$240.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| LSTR | · | 44.1 | -1.6% | 2.4% | 13.0% | · |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | · |
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | · |
| UHAL | · | · | 3.6% | 1.4% | 1.1% | · |
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | · |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | · |
| SNDR | · | 45.0 | 7.2% | 1.8% | 3.4% | · |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | · |
| ARCB | · | 28.3 | -4.0% | 1.5% | 4.6% | · |
| WERN | $1.80B | -125.0 | -1.8% | -0.48% | -1.0% | · |
| MRTN | $928M | 54.2 | -8.3% | 2.0% | 2.3% | · |
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Source: SEC 10-Q filed Jul 29, 2026