Earnings summaries and quarterly performance for Hub Group.
Executive leadership at Hub Group.
Phillip Yeager
President and Chief Executive Officer
David Yeager
Executive Chairman
Dennis Mathews
Chief Accounting Officer
Eric Braun
Executive Vice President, Chief Legal Officer and Corporate Secretary
Kevin Beth
Executive Vice President, Chief Financial Officer and Treasurer
Thomas LaFrance
Executive Vice President, Chief Legal and Human Resources Officer and Corporate Secretary
Board of directors at Hub Group.
Research analysts who have asked questions during Hub Group earnings calls.
J. Bruce Chan
Stifel
4 questions for HUBG
Bascome Majors
Susquehanna Financial Group
3 questions for HUBG
David Zazula
Barclays
3 questions for HUBG
Jonathan Chappell
Evercore ISI
3 questions for HUBG
Scott Group
Wolfe Research
3 questions for HUBG
Brian Ossenbeck
JPMorgan Chase & Co.
2 questions for HUBG
Daniel Imbro
Stephens Inc.
2 questions for HUBG
Jason Seidl
TD Cowen
2 questions for HUBG
Brady Lierz
Stephens Inc.
1 question for HUBG
Christopher Kuhn
The Benchmark Company
1 question for HUBG
Christyne McGarvey
Morgan Stanley
1 question for HUBG
Dan Moore
B. Riley Securities
1 question for HUBG
Elliot Alper
TD Cowen
1 question for HUBG
Michael Triano
UBS
1 question for HUBG
Ravi Shanker
Morgan Stanley
1 question for HUBG
Thomas Wadewitz
UBS
1 question for HUBG
Tom Wadewitz
UBS Group
1 question for HUBG
Uday Khanapurkar
TD Cowen
1 question for HUBG
Recent press releases and 8-K filings for HUBG.
- Amaroq's re-assayed bulk samples from the Black Angel mine confirmed high-grade mineralization, averaging 24.6% zinc, 28.1% lead, and 295 g/t silver.
- The re-assays also identified commercial levels of strategic critical minerals, including 44 ppm germanium, 21 ppm gallium, and 1,328 ppm cadmium, which add significant value to the project.
- All conditions precedent for the acquisition of the Black Angel mine have been fulfilled, with final approval for the Kangerluarsuk licences expected in Q4 2025, establishing the 100% owned West Greenland Hub.
- Amaroq plans to conduct geophysical surveys in the 2026 field season to expand the current Mineral Resource of 3.2Mt @ 8.8% Zn and 3.0% Pb Indicated and 0.5Mt @ 4.73% Zn and 2.2% Pb Inferred at Black Angel.
- Hub Group reported adjusted diluted earnings per share (EPS) of $0.49 on $934 million in revenue for the third quarter of 2025.
- The company's adjusted operating income for Q3 2025 was $41 million, representing 4.4% of revenue.
- Hub Group ended the quarter with a Net Debt/Adjusted EBITDA of 0.4x and $147 million in cash.
- Year-to-date, $36 million was returned to shareholders through share repurchases and dividends, and the company closed on the acquisitions of Marten Transport Intermodal and SITH, LLC during Q3 2025.
- For full-year 2025, Hub Group provided guidance of $3.6 to $3.7 billion in revenue and $1.80 to $1.90 per share in EPS.
- Hub Group reported Q3 2025 revenue of $934 million, a 5% decrease year-over-year, and adjusted EPS of $0.49, down from $0.52 in Q3 2024. The adjusted operating income margin improved by 10 basis points year-over-year to 4.4%.
- For the full year 2025, the company updated its guidance, projecting EPS in the range of $1.80-$1.90 and revenue between $3.6 billion and $3.7 billion. This outlook implies sequentially lower adjusted EPS in Q4 at the midpoint.
- Hub Group completed the acquisitions of Martin Transport's intermodal division and Smith LLC, enhancing its intermodal and Final Mile capabilities. The Martin acquisition is expected to be slightly accretive in Q4.
- The company is executing a cost reduction program targeting $50 million in run-rate cost savings by year-end and returned $36 million to shareholders through dividends and stock repurchases through Q3 2025.
- Management noted a delayed West Coast peak season, with strong demand in September and October expected to continue into November. They anticipate a return to more normalized seasonality in 2026, with the first quarter potentially being the weakest.
- Hub Group reported Q3 2025 revenue of $934 million, a 5% decrease year-over-year, and adjusted EPS of $0.49, down from $0.52 in Q3 2024.
- The company updated its full-year 2025 guidance, projecting EPS in the range of $1.80 to $1.90 and revenue of $3.6 billion to $3.7 billion.
- Hub Group completed the acquisitions of Martin Transport's intermodal division and Smith Transport LLC during Q3 2025, with the Martin acquisition expected to be slightly accretive this quarter.
- Management noted a delayed West Coast peak season and anticipates continued strong demand through November, while also highlighting the positive long-term impact of a potential transcontinental rail merger on intermodal growth and efficiency.
- The company maintains a strong balance sheet with net debt of $136 million (0.4x adjusted EBITDA) and is prepared to leverage up to 2x for strategic M&A opportunities, having returned $36 million to shareholders through Q3 2025.
- Hub Group reported Q3 2025 revenue of $934 million and adjusted EPS of $0.49, with the adjusted operating income margin improving by 10 basis points to 4.4%.
- The company updated its full-year 2025 guidance, projecting EPS in the range of $1.80 to $1.90 and revenue of $3.6 billion to $3.7 billion, reflecting tempered expectations for Q4 due to muted demand.
- Strategic initiatives included the acquisition of Martin Transport's intermodal division and Smith Transport LLC, alongside a cost reduction program targeting $50 million in run-rate savings by year-end.
- The intermodal business demonstrated momentum with slightly improving volumes and a 2% increase in revenue per load, and the company identified 35% additional capacity in-house to support future growth.
- Hub Group maintained a strong financial position with $136 million in net debt and returned $36 million to shareholders through dividends and stock repurchases in the first nine months of 2025.
- Hub Group reported Q3 2025 revenue of $934 million, a 5% decrease from the prior year, with GAAP diluted earnings per share (EPS) of $0.47 and non-GAAP adjusted EPS of $0.49.
- The company closed on the acquisitions of Marten Transport Intermodal assets and SITH, LLC, and maintained a strong balance sheet with net debt/EBITDA LTM (non-GAAP) of 0.4x as of September 30, 2025.
- For the full year 2025, Hub Group expects diluted EPS to range from $1.80 to $1.90 and revenue to be approximately $3.6 billion to $3.7 billion.
- Hub.xyz has established its new U.S. headquarters in Palo Alto, California, to scale its AI infrastructure and strengthen partnerships with Bay Area enterprises.
- This expansion follows a period of rapid growth, including a recent funding round with SwissBorg and an upcoming seed-round backed by Tier 1 investors.
- The company is also expanding its U.S. sales and business development teams, with Jeff Kanai joining as Head of Sales.
- Hub Group, Inc. closed on the acquisition of certain assets of Marten Transport, Ltd. Intermodal on September 30, 2025.
- This acquisition adds approximately 1,200 refrigerated containers and intermodal commercial relationships, aligning with Hub Group's strategy to support growing volumes and improve network fluidity.
- Hub Group also closed on the acquisition of certain assets of West-Coast final mile provider SITH, LLC on September 8, 2025.
- The SITH, LLC acquisition is consistent with Hub Group’s strategic plan to grow Final Mile, expand network capacity, and improve profitability.
- Hub Group, Inc. (HUBG) has entered into an agreement to acquire the intermodal assets of Marten Transport, Ltd. Intermodal for $51.8 million in cash.
- The acquisition includes approximately 1,200 refrigerated containers and is expected to close by the end of the third quarter.
- This transaction will make Hub Group the second largest provider of temperature-controlled intermodal solutions in North America.
- Marten Intermodal generated $51.5 million of revenue over the trailing twelve months ended June 30, 2025, and the acquisition is expected to be immediately accretive to Hub Group’s fourth quarter 2025 EPS and accretive to 2026 EPS.
- Hub Group, Inc. entered into a new $450 million credit agreement on June 20, 2025, replacing a previous agreement dated February 24, 2022.
- This revolving credit facility matures on June 20, 2030, and is intended to finance permitted acquisitions, working capital, capital expenditures, and for general corporate purposes.
- The initial $450 million maximum availability includes sublimits of $75 million for letters of credit and $15 million for swingline loans.
- The company may increase the maximum availability by up to an additional $300 million if certain conditions are satisfied.
Quarterly earnings call transcripts for Hub Group.
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