LSTR
Market read
LSTR accounts for 8.2% of the group's measured movement across 3.2 effective names. all 4 measured members are rising in raw terms, but 4 of 4 session-normalized paths align to the upside. Capital-flow agreement is 6%, so confirmation is not yet clean. No verified headline preceded the measured group move.
EXPD, CHRW, RXO moved materially before LSTR. LSTR crossed its material path threshold at 13:25 ET, 220 minutes after the first measured mover.
4 of 4 members in Freight & Logistics are active. 0 of 3 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 1 of 4 members or fewer.
Research brief
LSTR accounts for 8.2% of the group's measured movement across 3.2 effective names. all 4 measured members are rising in raw terms, but 4 of 4 session-normalized paths align to the upside. Capital-flow agreement is 6%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase in interest and debt expense was primarily attributable to decreased interest income earned on cash balances held by the transportation logistics segment, partially offset by decreased interest expense related to finance lease obligations.”10-Q · Jul 29, 2026 ↗
“Revenue While customer demand, which is subject to overall economic conditions, ultimately drives increases or decreases in revenue, the Company primarily relies on its independent commission sales agents to establish customer relationships and generate reven…”10-Q · Jul 29, 2026 ↗
“Revenue While customer demand, which is subject to overall economic conditions, ultimately drives increases or decreases in revenue, the Company primarily relies on its independent commission sales agents to establish customer relationships and generate reven…”10-Q · Jul 29, 2026 ↗
“The decrease in selling, general and administrative costs compared to prior year was primarily attributable to approximately $4,800,000 of expense relating to the supply chain fraud matter referenced above under “ Expenses—Selling, general and administrative”…”10-Q · Apr 29, 2026 ↗
Valuation discipline
Price/sales 1.2× · EV/sales 1.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for LSTR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-29 against the comparable filing from 2025-05-13.
No thresholded deterioration was identified.
“The increase in revenue per load on loads hauled via truck was primarily due to increased revenue per load on loads hauled via unsided/platform equipment, which was partially attributable to an increase in the percentage of revenue contributed by heavy/specialized equipment, which typically has a higher revenue per load than unsided/platform loadings transported using standard flatbed and other less specialized pieces of platform equipment.”
“The decrease in insurance and claims expense compared to the prior year was primarily due to decreased net unfavorable development of prior years’ claims in the 2026 thirteen-week period, partially offset by increased frequency of current year trucking claims during the 2026 thirteen-week period and increased BCO miles traveled during the 2026 thirteen-week period.”
“The decrease in purchased transportation as a percentage of revenue was primarily due to an increased percentage of revenue generated by BCO Independent Contractors, which typically has a lower rate of purchased transportation than Truck Brokerage Carriers.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“On July 1, 2022, Landstar entered into a second amended and restated credit agreement with a bank syndicate led by JPMorgan Chase Bank, N.A., as administrative agent (as further amended as of June 21, 2024, the “Credit Agreement”).”
“The Non-Cash Impairment Charges consisted of: • $16,142,000, or $0.35 per basic and diluted share, in impairment charges to goodwill and certain other assets related to the Company’s decision to actively market for sale Landstar Metro, S.A.P.I.”
Depended on by
“Hunt, Landstar System, Total Quality Logistics, and Uber Freight.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
LSTR is currently a Early Follower in the organic co-movement group Freight & Logistics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.