Last Updated: October 1, 2025
Analyzing Management
Leadership at public companies serves as a crucial variable for hedge funds and asset managers when conducting initial due diligence and continuous risk assessment. With ManagementTrack, firms gain access to a consistent framework that filters out distractions—highlighting both strengths and weaknesses, identifying warning signs and positive indicators, and drawing a straight line from CEO actions to investment outcomes.
CEO Lonegro’s revenue declines and partner friction will limit recovery
Analysis of Landstar System CEO Frank Lonegro: Negative
Despite executing on heavy haul growth, his inability to reverse revenue declines, stock underperformance, and a history of damaging partner relations leave him poorly positioned to navigate a market recovery.
Management evaluated Frank Lonegro’s track record and skillset against the following key factors for LSTR:
- Executing on heavy haul growth to capture secular tailwinds.
- Mitigating rising insurance costs and claims severity.
- Stabilizing the BCO network to ensure capacity for a recovery.
- Navigating the freight market trough to capture a recovery.
Frank Lonegro’s Track Record & Key Open Questions to Research
ManagementTrack provides track record analysis, career playbooks, strengths, and weaknesses for every CEO. It allows investors to dig deeper to uncover hard to find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question #1
Given the tension at CSX between achieving record financial metrics and the resulting damage to customer relationships, how does Lonegro balance the drive for shareholder value against the need to maintain the trust and loyalty of Landstar’s independent BCO network?
Question #2
Does Lonegro’s playbook prioritize radical internal cost efficiency, as seen with PSR at CSX, over the strategic investments and flexibility required to aggressively capture market share when the freight cycle inevitably turns positive?
Question #3
When forced to choose between pursuing an aggressive growth opportunity and implementing rigorous, but potentially slower, risk and compliance controls, where has Lonegro’s instinct typically led him?
Why Do Investors Use ManagementTrack?
Q: How does ManagementTrack evaluate LSTR’s Frank Lonegro?
A: ManagementTrack’s evaluation of Frank Lonegro is based on its proprietary career analysis and interviews with former colleagues. This process determines his track record, core strengths, and potential weaknesses, which are then measured against LSTR’s most pressing needs: executing on heavy haul growth, mitigating rising insurance and claims costs, stabilizing the BCO network, and navigating the freight market trough to capture a recovery.
Q: Beyond individual executive analysis, what other methods does ManagementTrack use to predict company performance based on its leadership?
A: ManagementTrack utilizes proprietary models to detect and assess unusual levels of executive evasion during earnings call Q&A sessions. The platform also examines all insider transactions to identify outlier trades that can signal future stock over- or underperformance. When combined with the ManagementTrack Rating—a predictive 1-to-10 score for each executive—these tools give investors a clear, actionable view on how management’s ability will likely impact future results.
Q: What is the scope of ManagementTrack’s coverage?
A: ManagementTrack provides real-time coverage of the executive teams at all publicly traded companies.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
Verified Career History by ManagementTrack for Frank Lonegro
Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
Landstar System, Inc. 10Q
Landstar System, Inc. 10K
Landstar System, Inc. Earnings Calls
Landstar System, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
