Landstar System Inc. (LSTR) Stock Rises on Q1 2026 Earnings

Landstar System Inc. (LSTR) reported first-quarter 2026 results with total revenue of $1.17 billion (up 1.89% year-over-year) versus an expected $1.18 billion.

Gross profit rose to $175.13 million, up 44.19% year-over-year.

Operating profit reached $53.24 million, up 35.05% year-over-year.

Net income attributable to common shareholders was $39.44 million, up 32.32% year-over-year.

Diluted earnings per share came in at $1.16, a 36.47% increase and slightly above the estimate of $1.15.

Cash from operating activities improved to $89.33 million, up 60.39% year-over-year.

Purchases of property, plant and equipment totaled -$3.29 million, a 72.98% increase year-over-year.

Cash and cash equivalents stood at $353.26 million, down 15.37% year-over-year.

Total liabilities were $803.22 million, up 2.27% year-over-year.

Cost of sales declined to $999.14 million, down 3.09% year-over-year.

Shares of LSTR were up 2.0% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Landstar System Inc. Hedge Fund Activity

We have seen 217 institutional investors add shares of Landstar System Inc. stock to their portfolio, and 210 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

M&T BANK CORP added 6,290,171 shares (+151424.4%) to their portfolio in Q4 2025, for an estimated $903,897,572
AQR CAPITAL MANAGEMENT LLC added 641,319 shares (+185.5%) to their portfolio in Q4 2025, for an estimated $92,157,540
MORGAN STANLEY removed 512,935 shares (-24.5%) from their portfolio in Q4 2025, for an estimated $73,708,759
MILLENNIUM MANAGEMENT LLC added 488,238 shares (+910.2%) to their portfolio in Q4 2025, for an estimated $70,159,800
VICTORY CAPITAL MANAGEMENT INC removed 470,317 shares (-29.2%) from their portfolio in Q4 2025, for an estimated $67,584,552
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 426,891 shares (-10.9%) from their portfolio in Q4 2025, for an estimated $61,344,236
BANK OF MONTREAL /CAN/ added 380,024 shares (+5643.4%) to their portfolio in Q4 2025, for an estimated $54,609,448

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Landstar System Inc. Government Contracts

We have seen $90,000 of award payments to $LSTR over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

VEHICLE TRANSPORT. 2(D).: $90,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Landstar System Inc. Price Targets

Multiple analysts have issued price targets for $LSTR recently. We have seen 9 analysts offer price targets for $LSTR in the last 6 months, with a median target of $155.0.

Here are some recent targets:

Bascome Majors from Susquehanna set a target price of $185.0 on 04/22/2026
J. Bruce Chan from Stifel set a target price of $147.0 on 04/02/2026
Jonathan Chappell from Evercore ISI Group set a target price of $157.0 on 03/27/2026
Lucas Servera from Truist Securities set a target price of $145.0 on 01/29/2026
Brandon Oglenski from Barclays set a target price of $155.0 on 01/15/2026
Brian Ossenbeck from JP Morgan set a target price of $162.0 on 01/12/2026
Jason Seidl from TD Cowen set a target price of $150.0 on 01/09/2026