Earnings summaries and quarterly performance for Hub Group.
Executive leadership at Hub Group.
Phillip Yeager
Detailed
President and Chief Executive Officer
CEO
DY
David Yeager
Detailed
Executive Chairman
DM
Dennis Mathews
Detailed
Chief Accounting Officer
EB
Eric Braun
Detailed
Executive Vice President, Chief Legal Officer and Corporate Secretary
KB
Kevin Beth
Detailed
Executive Vice President, Chief Financial Officer and Treasurer
TL
Thomas LaFrance
Detailed
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.
JB
J. Bruce Chan
Stifel
4 questions for HUBG
Also covers: ARCB, CENN, CHRW +14 more
Bascome Majors
Susquehanna Financial Group
3 questions for HUBG
Also covers: CHRW, CNI, CSX +20 more
David Zazula
Barclays
3 questions for HUBG
Also covers: ACHR, CNI, JBHT +4 more
JC
Jonathan Chappell
Evercore ISI
3 questions for HUBG
Also covers: ASC, CHRW, CNI +20 more
SG
Scott Group
Wolfe Research
3 questions for HUBG
Also covers: AAL, ALGT, ALK +35 more
BO
Brian Ossenbeck
JPMorgan Chase & Co.
2 questions for HUBG
Also covers: ARCB, CHRW, CNI +18 more
DI
Daniel Imbro
Stephens Inc.
2 questions for HUBG
Also covers: ARCB, CHRW, CNI +23 more
JS
Jason Seidl
TD Cowen
2 questions for HUBG
Also covers: ARCB, CHRW, CSX +17 more
Brady Lierz
Stephens Inc.
1 question for HUBG
Also covers: JBHT, MATX, WAB
Christopher Kuhn
The Benchmark Company
1 question for HUBG
Also covers: FWRD, ODFL, SAIA +1 more
Christyne McGarvey
Morgan Stanley
1 question for HUBG
Also covers: GXO, R, TFII +1 more
DM
Dan Moore
B. Riley Securities
1 question for HUBG
Also covers: CHB, CVCO, CVLG +20 more
EA
Elliot Alper
TD Cowen
1 question for HUBG
Also covers: ARCB, CVLG, FDX +5 more
Michael Triano
UBS
1 question for HUBG
RS
Ravi Shanker
Morgan Stanley
1 question for HUBG
Also covers: AAL, ALGT, ALK +27 more
Thomas Wadewitz
UBS
1 question for HUBG
Also covers: ALK, ARCB, CHRW +20 more
TW
Tom Wadewitz
UBS Group
1 question for HUBG
Also covers: ARCB, CHRW, CNI +19 more
UK
Uday Khanapurkar
TD Cowen
1 question for HUBG
Also covers: GXO
Recent press releases and 8-K filings for HUBG.
Hub Group Reports Preliminary Q4 and Full Year 2025 Results, Discloses Accounting Error, and Provides 2026 Guidance
HUBG
Earnings
Financial Restatement
Guidance Update
- Hub Group announced preliminary Q4 and full year 2025 results, with full year consolidated operating revenue expected at $3.7 billion, marking a 7% decrease over the prior year.
- The company disclosed an accounting error that understated purchased transportation costs and accounts payable by $77 million for the first nine months of 2025, necessitating a restatement for earlier quarters, but confirmed no impact on total cash or operating cash flow.
- For 2025, preliminary operating cash flow was approximately $194 million, and net debt decreased by $50 million year-over-year to $116 million as of December 31, 2025.
- Hub Group issued 2026 revenue guidance of $3.65 billion to $3.95 billion and projected capital expenditures of $35 million to $45 million.
- The company returned $44 million to shareholders in 2025 through dividends and stock repurchases, with approximately $142 million remaining under its share repurchase authorization.
15 hours ago
Hub Group Announces Preliminary Q4 and Full Year 2025 Results, Identifies Accounting Error, and Provides 2026 Revenue Guidance
HUBG
Earnings
Financial Restatement
Guidance Update
- Hub Group reported preliminary full year 2025 consolidated operating revenue of $3.7 billion, a 7% decrease over the prior year, and preliminary operating cash flow of $194 million.
- The company identified a calculation error that resulted in an understatement of $77 million in purchased transportation costs and accounts payable for the first nine months of 2025, and will restate earlier quarters in its 2025 Form 10-K. There is no expected impact on total cash and cash equivalents or operating cash flow for any periods.
- For the full year 2026, Hub Group projects revenue to be between $3.65 billion and $3.95 billion.
- The company has approximately $142 million remaining under its share repurchase program and returned $44 million to shareholders in 2025 through dividends and stock repurchases.
15 hours ago
Hub Group Reports Preliminary Q4 and Full Year 2025 Results, Identifies Accounting Error, and Provides 2026 Guidance
HUBG
Earnings
Financial Restatement
Guidance Update
- Hub Group identified a calculation error resulting in an understatement of $77 million in purchased transportation costs and accounts payable for the first nine months of 2025, with no expected impact on cash or operating cash flow, and plans to restatements for earlier quarters.
- For the full year 2025, preliminary consolidated operating revenue is expected to be $3.7 billion, a 7% decrease over the prior year, with preliminary operating cash flow of approximately $194 million.
- The company provided preliminary 2026 revenue guidance of $3.65 billion to $3.95 billion and anticipates capital expenditures between $35 million and $45 million.
- In 2025, Hub Group returned $44 million to shareholders through dividends and stock repurchases, and has approximately $142 million remaining under its share repurchase program.
15 hours ago
Hub Group Announces Preliminary 2025 Results and Financial Restatement
HUBG
Earnings
Financial Restatement
Guidance Update
- Hub Group announced preliminary full year 2025 consolidated operating revenue of approximately $3.7 billion.
- The company will restate its financial statements for the first, second, and third quarters of 2025 due to an understatement of purchased transportation costs and accounts payable, with no expected impact on total cash or operating cash flow.
- As of December 31, 2025, Hub Group reported a strong balance sheet with cash and restricted cash of approximately $140 million and net debt of approximately $116 million, a decrease of approximately $50 million compared to December 31, 2024.
- For 2025, capital expenditures totaled approximately $45 million, and the company returned $44 million to shareholders through dividend payments and stock repurchases.
- The preliminary 2026 outlook estimates revenue between $3.65 billion and $3.95 billion and capital expenditures between $35 million and $45 million.
16 hours ago
Hub Group Announces Preliminary Q4/FY 2025 Results and Financial Restatement
HUBG
Financial Restatement
Guidance Update
Demand Weakening
- Hub Group will restate its financial statements for the first, second, and third quarters of 2025 due to an understatement of purchased transportation costs and accounts payable totaling $77 million for the first nine months of 2025, though there is no expected impact on total cash or operating cash flow.
- Preliminary full year 2025 results include consolidated operating revenue of approximately $3.7 billion, operating cash flow of approximately $194 million, and capital expenditures of approximately $45 million.
- The company ended 2025 with approximately $140 million in cash and restricted cash and net debt of approximately $116 million, a decrease of approximately $50 million compared to December 31, 2024.
- Hub Group introduced a preliminary 2026 outlook, expecting revenue between $3.65 billion and $3.95 billion and capital expenditures between $35 million and $45 million.
17 hours ago
Amaroq Announces High-Grade Mineralization and Acquisition Completion for West Greenland Hub
HUBG
New Projects/Investments
M&A
Revenue Acceleration/Inflection
- 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.
Nov 11, 2025, 7:00 AM
Hub Group Announces Q3 2025 Results and Full-Year Guidance
HUBG
Earnings
Guidance Update
M&A
- 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.
Oct 30, 2025, 9:00 PM
Hub Group Reports Q3 2025 Results and Updates Full-Year Guidance
HUBG
Earnings
Guidance Update
M&A
- 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.
Oct 30, 2025, 9:00 PM
Hub Group Reports Q3 2025 Results and Updates Full-Year Guidance
HUBG
Earnings
Guidance Update
M&A
- 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.
Oct 30, 2025, 9:00 PM
Hub Group Reports Q3 2025 Results and Updates Full-Year Guidance
HUBG
Earnings
Guidance Update
M&A
- 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.
Oct 30, 2025, 9:00 PM
Quarterly earnings call transcripts for Hub Group.
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