Group 1: Investment Performance - The analyst team has achieved an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - The focus is on income-oriented investments for those preferring lower-risk firms with steady dividend payouts [1] Group 2: Company Coverage - Proficient Auto Logistics, Inc. (PAL) is mentioned as a company previously covered, indicating ongoing analysis and updates for investors [2] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [3] Group 3: Analyst Background - The analyst has a background in auditing with PricewaterhouseCoopers and has been a day trader for nearly 20 years, successfully navigating various market crises [3]

Proficient Auto Logistics gave a brutal overview of conditions in the auto hauling market in its first quarter earnings call with analysts Monday, and Wall Street acted accordingly a day later. Proficient (NASDAQ: PAL) saw its stock close the day down $2.67 to $7.77, a drop of 25.57%, per Yahoo Finance. Volume was more than 400% of its normal level. Proficient stock had gotten an upward kick after third quarter earnings when those numbers, while not strong in terms of income, demonstrated the company wa ...

Proficient Auto Logistics Investor Presentation February 2026 Who We Are – Proficient Auto Logistics ("PAL") Top 2 Largest Auto Hauler(1) ~800 Dedicated Employees(2) ~2.3M Units Shipped 55+ Strategically Located Facilities 1,200+ Auto transport vehicles & trailers at our disposal daily >90% Automotive OEMs served for U.S. transport Source: Certain information is based on management estimates, which have been derived from third-party sources and internal research and are based on certain assumptions manageme ...

Proficient Auto Logistics (NasdaqGS:PAL) Q4 2025 Earnings call February 09, 2026 04:30 PM ET Company ParticipantsAlex Paris - President and Senior Managing DirectorAmy Rice - President and COOBrad Wright - CFOBruce Chan - Director of TransportationRick O'Dell - CEO and ChairmanRyan Merkel - Co-Group Head–IndustrialsTyler Brown - Associate VPOperatorGood day, and thank you for standing by. Welcome to the Proficient Auto Logistics fourth quarter financial information conference call. At this time, all partici ...

Financial Data and Key Metrics Changes - Total operating revenue for the full year 2025 was $430.4 million, an increase of 10.7% compared to 2024 [11] - Operating revenue for the fourth quarter of 2025 was $105.4 million, an increase of 11.5% over the fourth quarter of 2024 [11] - Adjusted EBITDA for the full year 2025 was $40.2 million, unchanged from 2024, while fourth quarter adjusted EBITDA was $9.2 million, a 32% increase year-over-year [11][12] - The adjusted operating ratio for the fourth quarter improved modestly compared to the prior year [7] Business Line Data and Key Metrics Changes - Total units delivered in 2025 exceeded 2.3 million, representing a 16.2% increase from 2024, although revenue per unit decreased by about 6% [12] - The company experienced growth primarily from market share gains and an acquisition, with the automotive market not growing significantly [13] Market Data and Key Metrics Changes - The automotive market peaked in March and April 2025, followed by a weaker performance for the remainder of the year [5] - January 2026 saw lower-than-expected sales, attributed to severe winter weather affecting dealership operations [8] Company Strategy and Development Direction - The company aims for continued margin expansion and market share gains, focusing on sustainable profitability and disciplined business retention [9][10] - The company is positioned to improve performance in a down market and generate strong cash flow [9] Management's Comments on Operating Environment and Future Outlook - Management noted that while the automotive market faces cost pressures, there is underlying demand due to an aging vehicle fleet and lower interest rates [9] - The company expects modest improvement in adjusted operating ratio due to restructuring initiatives and a normalization of claims performance [16] - Management expressed confidence in achieving year-over-year revenue growth for 2026, despite a challenging market environment [14] Other Important Information - A non-cash goodwill impairment charge of $27.8 million was recorded, reflecting changes in market conditions [8] - The company’s net debt to trailing 12-month adjusted EBITDA improved from 2.2x to 1.5x over the past year, enhancing flexibility for future capital decisions [12] Q&A Session Summary Question: Expectations for Q1 revenue and operating ratio - Management expects sequential revenue to be down but modest improvement in operating ratio [21] Question: Impact of non-domiciled CDLs on auto hauling market - Management noted that while there is some insulation from non-domiciled issues, it is impacting the recruiting of new drivers [24] Question: Stability of revenue per unit in 2026 - Management anticipates stability in revenue per unit, following significant volatility in the past year [29] Question: Capital allocation priorities - The company will prioritize debt paydown, with flexibility for M&A opportunities if they arise [31] Question: Revenue mix and competitive pricing environment - Management indicated that a healthier demand environment is needed for recovery in the spot market, with current pricing pressures affecting carrier bids [36][40] Question: Updates on M&A pipeline - The company is actively engaged in developing a pipeline and expects to pursue 1-2 acquisitions per year [54]

Financial Data and Key Metrics Changes - Total operating revenue for the full year 2025 was $430.4 million, an increase of 10.7% compared to 2024 [11] - Operating revenue for the fourth quarter of 2025 was $105.4 million, an increase of 11.5% over the fourth quarter of 2024 [11] - Adjusted EBITDA for the full year 2025 was $40.2 million, essentially unchanged from 2024, while fourth quarter adjusted EBITDA was $9.2 million, an increase of 32% year-over-year [11][12] - The adjusted operating ratio for the fourth quarter improved modestly compared to the prior year despite challenges [6][11] Business Line Data and Key Metrics Changes - The company delivered over 2.3 million vehicles in 2025, representing a 16.2% increase from 2024, although revenue per unit decreased by about 6% [5][12] - The fourth quarter revenue and unit volumes each increased over 11% year-over-year, driven by the Brothers' acquisition and new business wins [6] Market Data and Key Metrics Changes - The automotive market peaked in March and April 2025, but the remainder of the year was weaker than expected, with a lower year-over-year seasonal volume push in the fourth quarter [5][6] - January 2026 saw lower-than-forecasted SAR, potentially the lowest monthly SAR in several years due to severe winter weather impacting dealership operations [8] Company Strategy and Development Direction - The company aims for continued margin expansion and market share gains, focusing on sustainable profitability and reinvestment [9][10] - The forecast for SAR in 2026 is lower than 2025 actual, with growth expected to come from internal initiatives rather than market conditions [13] - The company is prioritizing profitability over top-line growth, making disciplined choices regarding business retention and new contracts [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying resiliency of the automotive market, supported by replacement demand and lower interest rates [9] - The company anticipates improved consumer demand in the coming months as weather impacts ease and sales incentives remain strong [8] - Management noted that while the market environment was challenging in 2025, they are optimistic about potential improvements in the second half of 2026 [70] Other Important Information - A non-cash goodwill impairment charge of $27.8 million was recorded during the quarter, reflecting changes in market conditions [8] - The company’s net debt to trailing 12-month adjusted EBITDA improved from 2.2x to 1.5x, enhancing flexibility for future capital structure decisions [12] Q&A Session Summary Question: Expectations for Q1 revenue and operating ratio - Management expects sequential revenue to be down but modest improvement in operating ratio [21] Question: Impact of tightening capacity in the auto hauling market - Management noted that non-domiciled CDL issues are impacting driver recruitment but the company is somewhat insulated due to its hiring practices [23] Question: Revenue per unit expectations for 2026 - Management anticipates stability in revenue per unit, with no significant increases expected [28] Question: Capital allocation priorities - The company will prioritize debt paydown but remains open to M&A opportunities [30] Question: Updates on revenue mix and competitive pricing - Management indicated that a healthier demand environment is needed for spot market recovery, and they are maintaining discipline in pricing [35][39] Question: Updates on contract awards and market share gains - Management reported some new contract awards but also noted losses due to pricing dynamics [48] Question: M&A pipeline and expectations for 2026 - The company is actively engaged in developing a pipeline and expects to make 1-2 acquisitions in 2026 [53]

Exhibit 99.1 PROFICIENT AUTO LOGISTICS REPORTS FOURTH QUARTER AND FULL YEAR 2025 FINANCIAL RESULTS JACKSONVILLE, FLORIDA – February 9, 2026 — Proficient Auto Logistics, Inc. (NASDAQ: PAL) (the "Company" or "Proficient") today reported its unaudited financial results for the three months and full year ended December 31, 2025, and comparative summary financial information for the same time periods of 2024. Full Year 2025 Summary (Full Year 2024 information on a combined basis) Total Operating Revenue of $430. ...

JACKSONVILLE, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Proficient Auto Logistics, Inc. (NASDAQ: PAL) (the “Company” or “Proficient”) today reported its unaudited financial results for the three months and full year ended December 31, 2025, and comparative summary financial information for the same time periods of 2024. Full Year 2025 Summary (Full Year 2024 information on a combined basis) Total Operating Revenue of $430.4 million, increased 10.7% from 2024 Total Operating Income (Loss) of ($32.3) million, ...

Core Viewpoint - Proficient Auto Logistics, Inc. is set to report its preliminary unaudited financial results for Q4 and the full year of 2025 on February 9, 2026, with a conference call scheduled for the same day to discuss these results [1] Group 1: Financial Reporting - The company will disclose its preliminary unaudited operating and financial results for the three months and full year ended December 31, 2025, at approximately 4:00 p.m. EST on February 9, 2026 [1] - An investor conference call will take place at 4:30 p.m. EST on the same day to discuss the results [1] Group 2: Conference Participation - Key executives, including the Chairman and CEO, President and COO, and CFO, will participate in the Stifel Financial Corp. Transportation & Logistics Conference on February 10 and 11, 2026 [1] Group 3: Company Overview - Proficient Auto Logistics is a leading specialized freight company focused on auto transportation and logistics services, operating one of the largest auto transportation fleets in North America [3] - The company provides a broad range of services primarily focused on transporting finished vehicles from production facilities, marine ports, or rail yards to dealerships across the country [3]

Group 1 - Stifel analyst J. Bruce Chan raised the price target on Proficient Auto Logistics (PAL) to $12 from $11 while maintaining a Buy rating on the shares [1] - The firm anticipates that the focus for transport stocks in 2026 will be on supply rationalization and cost-driven self-help [1] - The analyst suggests a conservative positioning in high-quality names that can preserve or expand market share during a mild pullback [1]