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Jizong Chan

Research Analyst at Stifel

Jizong Chan is an equity research analyst at Stifel, specializing in coverage of the transportation and logistics sector, with a particular focus on companies such as Landstar. Chan has been directly involved with company earnings analysis and delivers detailed insights on performance, regulatory shifts, and key industry trends. He provides quantitative analysis on metrics like year-over-year truck revenue growth and sector-specific financial results, supporting investors with actionable intelligence. While detailed performance rankings and full career trajectory information are not publicly published, his active participation in recent earnings calls and sector research positions him as a knowledgeable and credible analyst within the transportation coverage space.

Jizong Chan's questions to LANDSTAR SYSTEM (LSTR) leadership

Question · Q3 2025

Jizong Chan inquired about potential cost savings from consolidating Landstar's TMS platforms and the expected margin impact from the rollout of new AI tools.

Answer

CEO Frank Lonegro highlighted the benefit of not developing two TMSs and unifying the platform. CFO Jim Todd specified a $750,000 depreciation tailwind already captured in Q3 from winding down the Blue TMS. Frank Lonegro stated that while no specific AI margin targets have been disclosed, the initial focus is on increasing service levels, with efficiency gains to follow.

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Question · Q3 2025

Jizong Chan from Stifel followed up on technology, asking about identifiable cost savings from synthesizing the TMS onto one platform and the expected margin impact from the rollout of AI tools.

Answer

Frank Lonegro, CEO and President, noted avoiding continued development costs for two TMSs and improving efficiency. Jim Todd, CFO and VP, specified a $750,000 depreciation tailwind already captured in Q3 from the Blue TMS wind-down. For AI, Frank Lonegro focused on increased service levels first, then efficiency opportunities, without disclosing specific margin targets.

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