Landstar System, Inc. (LSTR): Geopolitical Risks Trigger Exit from Mexican Subsidiary
Landstar System, Inc. (LSTR) is actively streamlining its portfolio to mitigate exposure to international trade volatility. The company confirmed it is continuing the sales process for Landstar Metro, citing the unit’s failure to meet strategic and operational goals. This divestiture follows a broader strategic review that also included the wind-down of the “Blue TMS” transportation […]
“Landstar System, Inc. (LSTR) is actively streamlining its portfolio to mitigate exposure to international trade volatility. The company confirmed it is continuing the sales process for Landstar Metro, citing the unit’s failure to meet strategic and operational goals. This divestiture follows a broader strategic review that also included the wind-down of the “Blue TMS” transportation […]
· January 28, 2026
Landstar System, Inc. (LSTR) is actively streamlining its portfolio to mitigate exposure to international trade volatility. The company confirmed it is continuing the sales process for Landstar Metro, citing the unit’s failure to meet strategic and operational goals. This divestiture follows a broader strategic review that also included the wind-down of the “Blue TMS” transportation management system earlier in 2025.
Geopolitical risks and shifting trade policies, particularly concerning U.S.-Mexico tariffs, remain a primary concern for Landstar’s cross-border operations. Management noted that while its asset-light model provides a cushion, potential 2026 tariffs on industrial goods could further dampen load volumes in the unsided/platform segment. Despite these headwinds, Landstar maintains a strong balance sheet with $452 million in cash and short-term investments as of late December 2025.