What does transportation logistics — goodwill impairment mean?

This represents the reduction in the carrying value of goodwill associated with the transportation and logistics segment when its implied fair value falls below its book value. It serves as an indicator that previous acquisitions or business combinations within this segment are not performing to original expectations. This is a critical metric for evaluating the long-term success of inorganic growth strategies.

Landstar System LSTR Transportation Logistics — Goodwill Impairment

Similar metrics at other companies

LFUSTransportation — Goodwill, Impaired, Accumulated Impairment Loss

$44.47M+4.4%

TELTransportation Solutions — Goodwill Impaired Accumulated Impairment Loss

$3.09B0.0%

KNXLogistics — Goodwill

$111.02M0.0%

STRLTransportation Solutions — Goodwill, impaired, accumulated impairment loss

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SNDRLogistics — Goodwill

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LFUSTransportation — Goodwill

$196.48M+1.6%

Other financials

Income statement

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Revenue$1.2B+1.6%

Operating income$53.2M+35.1%

Net income$39.4M+32.3%

EPS (diluted)$1.16+36.5%

Balance sheet

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Cash & equivalents$353.3M-15.4%

Total debt$95.9M-24.4%

Total equity$799.0M-14.2%

Total assets$1.6B-6.6%

Cash flow

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Operating cash flow$78.2M+40.4%

CapEx$5.8M+206%

Free cash flow$72.4M+34.6%

Valuation

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Market cap$7.04B+2.9%

Enterprise value$6.78B+3.8%

P/E56.5×+18.2×

P/S1.5×+0.1×

Profitability

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Operating margin3.5%-1.3pp

Net margin2.6%-1.1pp

FCF margin4.9%+0.2pp

Returns & leverage

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Return on equity14.4%-3.9pp

Debt / equity0.1×0.0×

Current ratio1.9×-0.2×

Where this comes from

Reported directly by Landstar System in its filing.

Tagged under the XBRL concept us-gaap:GoodwillImpairmentLoss.

The official record: Landstar System’s 10-K, filed February 24, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Landstar System's transportation logistics — goodwill impairment?: Landstar System (LSTR) reported transportation logistics — goodwill impairment of $1.88M in Q4 2025.
What does transportation logistics — goodwill impairment mean?: This represents the reduction in the carrying value of goodwill associated with the transportation and logistics segment when its implied fair value falls below its book value. It serves as an indicator that previous acquisitions or business combinations within this segment are not performing to original expectations. This is a critical metric for evaluating the long-term success of inorganic growth strategies.