Financial Data and Key Metrics Changes - The operating revenue for Q1 2025 was $9,095.2 million, up 1% from the previous quarter but down less than 1% year-over-year [14] - Units delivered were 494,509, representing a 5% decrease, while revenue per unit, excluding fuel surcharge, was approximately $177, down about 9% from Q1 2024 [15] - The company had approximately $10,900 million in cash and equivalents at the end of Q1 2025, with an aggregate debt balance of approximately $79,200 million [17] Business Line Data and Key Metrics Changes - The dedicated fleet service generated revenue of $4,300 million in Q1 2025, up from $3,400 million in Q4 2024 but down 33% from $6,400 million in Q1 2024 [15] - Revenue from spot opportunities comprised 4.3% of total revenue at approximately $3,700 million, unchanged from Q4 2024 but down from $13,800 million in Q1 2024 [16] Market Data and Key Metrics Changes - Industry sales were strong in March 2025, with auto SAAR reaching 17,800,000 units, the highest since April 2021 [9] - Analysts have reduced their full-year projected SAAR for 2025, with Goldman Sachs projecting 15,400,000 units, down from 16,300,000 [10] Company Strategy and Development Direction - The company aims to increase market share and effectively integrate merged operations to drive improved efficiency and profitability [11] - The acquisition of Brothers Auto Transport is expected to enhance the company's presence in the Northeast and Mid Atlantic regions, providing new load-sharing opportunities [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the uncertain economic environment and emphasized the importance of adapting to changes in the automotive supply chain [11] - Despite expectations for a weaker market, the company anticipates growth in total revenue in the high single digits for Q2 2025 [18] Other Important Information - The company expects approximately $15 million in CapEx for revenue-generating equipment in 2025, contingent on market conditions [17] - The integration of Brothers Auto Transport is progressing smoothly, with plans to unify systems and processes by July 1, 2025 [13] Q&A Session Summary Question: Market changes and earnings power - Management acknowledged the uncertain outlook but noted record revenue in April, suggesting potential for improved earnings power even in a challenging market [22] Question: Customer behavior in response to tariffs - OEMs are taking varied actions, with some continuing business as usual while others are holding back production due to tariff uncertainties [24] Question: Mix of domestic vs. imported vehicles - The company estimates a mix of approximately 60% domestic and 40% imported vehicles, with regional variations [32] Question: Revenue from Brothers Auto Transport - Brothers Auto Transport is expected to contribute approximately $60 million in annualized revenue, ramping up from mid-Q1 2025 [38] Question: Q2 revenue and EBITDA expectations - Management projected high single-digit sequential growth in revenue for Q2, with corresponding improvements in EBITDA [40]

Core Viewpoint - Proficient Auto Logistics, Inc. reported its financial results for Q1 2025, highlighting ongoing market challenges and the importance of market share growth and integration of recent acquisitions [1][3]. Financial Performance - Total Operating Revenue for Q1 2025 was $95.2 million, a slight increase of 0.7% from Q4 2024 but a decrease of 0.4% from Q1 2024 [2][5]. - Total Operating Loss was $(2.4) million, consistent with Q4 2024 and a significant decline from a profit of $6.5 million in Q1 2024 [2][5]. - Adjusted Operating Income was $1.2 million, up from $1.1 million in Q4 2024 but down from $6.5 million in Q1 2024 [2][5]. - Adjusted Operating Ratio improved slightly to 98.7% from 98.8% in Q4 2024 but was worse than 93.2% in Q1 2024 [2][5]. Unit Deliveries - Total Units delivered were 494,509, reflecting a 5% decrease from Q4 2024 but a 7% increase from Q1 2024 [2][5]. - Company Deliveries accounted for 163,754 units, down from 171,717 in Q4 2024 but up from 150,481 in Q1 2024 [9][12]. Revenue Metrics - Revenue per Unit for Company Deliveries was $185.38, an increase from $180.94 in Q4 2024 but a decrease from $197.38 in Q1 2024 [9][12]. - Revenue per Unit for Subhaulers was $173.14, up from $162.97 in Q4 2024 but down from $194.72 in Q1 2024 [9][12]. Balance Sheet - As of March 31, 2025, the Company had $10.9 million in cash and $79.3 million in debt, resulting in a net debt of approximately $68.4 million [14]. - The net leverage ratio was 1.9x compared to combined adjusted EBITDA of $36.3 million for the trailing twelve months [14]. Acquisitions and Market Position - The Company completed several acquisitions, including Brothers Auto Transport on April 1, 2025, and has integrated five Founding Companies since its IPO in May 2024 [3][4]. - The CEO emphasized the need for successful integration of these acquisitions to counteract market uncertainties [3]. Future Outlook - The Company plans to host an investor conference call to discuss the results and future strategies [15]. - Management is focused on improving operational performance and navigating the challenges posed by the current market environment [3][12].

Core Viewpoint - Investors in the Transportation - Services sector should consider Proficient Auto Logistics, Inc. (PAL) and C.H. Robinson Worldwide (CHRW) as potential undervalued stocks [1] Group 1: Company Rankings and Outlook - PAL has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while CHRW has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank system emphasizes companies with positive earnings estimate revisions, suggesting PAL has an improving earnings outlook [3][7] Group 2: Valuation Metrics - PAL has a forward P/E ratio of 12.40, significantly lower than CHRW's forward P/E of 18.91 [5] - PAL's PEG ratio is 0.83, while CHRW's PEG ratio is 1.37, indicating PAL may be undervalued relative to its expected earnings growth [5] - PAL's P/B ratio is 0.66, compared to CHRW's P/B of 6.12, further supporting PAL's valuation as more attractive [6] - These metrics contribute to PAL's Value grade of B and CHRW's Value grade of C [6]

Group 1 - Proficient Auto Logistics, Inc. (PAL) closed at $9.16, with a 4.9% gain over the past four weeks, and a mean price target of $15.67 suggests a 71.1% upside potential [1] - The mean estimate includes three short-term price targets with a standard deviation of $1.15, indicating a range from a low estimate of $15 (63.8% increase) to a high estimate of $17 (85.6% increase) [2] - Analysts show strong agreement on PAL's ability to report better earnings, with a positive trend in earnings estimate revisions correlating with potential stock upside [4][11] Group 2 - The Zacks Consensus Estimate for PAL's current year earnings has increased by 78.8% over the past month, with two estimates revised higher and no negative revisions [12] - PAL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating strong potential for upside [13] - While price targets may not be entirely reliable, the direction they imply appears to be a good guide for potential price movement [13]

Core Viewpoint - The article compares Proficient Auto Logistics, Inc. (PAL) and Expeditors International (EXPD) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - Both PAL and EXPD currently have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3] - The Zacks Rank emphasizes companies with improving earnings estimates, which is a key factor for value investors [2] Group 2: Valuation Metrics - PAL has a forward P/E ratio of 14.65, while EXPD has a forward P/E of 20.70, suggesting PAL is more undervalued [5] - PAL's PEG ratio is 0.98, indicating a better valuation relative to its expected earnings growth compared to EXPD's PEG ratio of 4.76 [5] - PAL's P/B ratio is 0.68, significantly lower than EXPD's P/B of 7.05, further supporting PAL's undervaluation [6] Group 3: Value Grades - Based on the valuation metrics, PAL holds a Value grade of B, while EXPD has a Value grade of D, indicating PAL is the superior value option at this time [6]

Acquisition and Growth Strategy - Proficient Auto Logistics, Inc. acquired five operating businesses for approximately $178.5 million in cash and 6,978,191 shares of common stock, with an IPO price of $15.00 per share[21]. - The Company plans to expand service offerings, including regional auto storage yards, to enhance customer relationships and drive future revenue opportunities[36]. - The auto transportation and logistics industry is highly fragmented, presenting opportunities for acquisitions of smaller regional providers to improve network density[40]. Revenue Generation and Customer Concentration - The Company Drivers segment generated revenue from transporting autos through OEM contracts and spot arrangements, with significant operating expenses tied to fuel and driver-related costs[26][29]. - In 2024, 36% of combined revenue came from company-operated vehicles, up from 32% in 2023, indicating a strategy to maximize profitability through owned assets[39]. - Four major customers, General Motors, Glovis, BMW, and Ford, accounted for roughly 49.6% of combined operating revenue in 2024, highlighting customer concentration risk[42]. Operational Efficiency and Asset Management - The Company aims to achieve operating efficiencies through improved asset utilization and enhanced route planning software integration[37]. - The company operates a fleet of approximately 1,145 auto transport vehicles and trailers as of December 31, 2024[50]. - The company has 50 leased facilities for parking, repairing, and maintaining transport vehicles, with potential for higher capacity utilization[49]. - The company aims to consolidate facilities and vehicle storage capacity in the future to enhance operational efficiency[49]. Financial Management and Reporting - Integration of accounting systems across the Founding Companies is underway to centralize financial reporting, with ongoing upgrades anticipated as operations expand[24]. - The Brokered segment's revenue is influenced by customer inventory needs and third-party carrier rates, with significant variable expenses tied to purchased transportation[31][32]. - Seasonal fluctuations in operating results are expected due to factors like auto production timing and customer contract changes, making quarterly results less indicative of future performance[45]. Regulatory Compliance and Risk Management - The company is subject to various federal, state, and local regulations regarding safety, environmental matters, and vehicle maintenance, which could impact operations if not complied with[47]. - The company is committed to maintaining compliance with environmental regulations to avoid potential legal and remediation costs[47]. - Significant inflation has affected the company's operating expenses, particularly in insurance and claims costs, as well as equipment acquisition[281]. - The company has implemented a fuel surcharge program to mitigate the impact of fluctuating fuel prices on operating results[282]. Workforce and Safety - As of December 31, 2024, the company employed around 671 employees and has a network of independent contractors and sub-haulers[52]. - The company emphasizes safety and training through regular driver training, drug testing, and safety bonuses to attract and retain quality employees[48]. Leadership Team - The executive team includes Richard O'Dell as CEO, Amy Rice as President and COO, and Brad Wright as CFO, bringing extensive industry experience[55][56][57].

Core Viewpoint - Proficient Auto Logistics, Inc. (PAL) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1]. Earnings Performance - The company has a solid track record of surpassing earnings estimates, with an average surprise of 28.33% over the last two quarters [2]. - In the last reported quarter, PAL achieved earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, resulting in a surprise of 16.67% [3]. - In the previous quarter, the company was expected to report earnings of $0.20 per share but delivered $0.28 per share, leading to a surprise of 40% [3]. Earnings Estimates and Predictions - There has been a favorable adjustment in earnings estimates for PAL, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [4]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [5]. Earnings ESP Insights - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [6]. - Currently, PAL has an Earnings ESP of +100%, indicating increased analyst optimism regarding its near-term earnings potential [7]. - A negative Earnings ESP does not necessarily predict an earnings miss but can diminish the predictive power of the metric [7]. Importance of Earnings ESP - While many companies may beat consensus EPS estimates, this alone may not drive stock prices higher; thus, checking a company's Earnings ESP is crucial for investment decisions [8].

Exhibit 99.1 Total Operating Income/Loss of ($1.9) million, versus ($2.2) million Q3 and $9.4 million Q4 2023 Adjusted Operating Income of $1.7 million, versus $1.1 million Q3 and $9.4 million Q4 2023 Adjusted Operating Ratio of 98.3% compared to 98.8% in Q3 and 91.7% Q4 2023 Total Units delivered of 521,476 an increase of 4% from Q3 and decrease of 4% from Q4 2023 PROFICIENT AUTO LOGISTICS REPORTS PRELIMINARY FOURTH QUARTER 2024 FINANCIAL RESULTS JACKSONVILLE, FLORIDA – February 11, 2025 — Proficient Auto ...

NEW YORK, Feb. 4, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  Proficient Auto Logistics, Inc. ("Proficient Auto Logistics" or the "Company") (NASDAQ: PAL).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Proficient Auto Logistics and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about ...

SAN DIEGO, Dec. 18, 2024 /PRNewswire/ -- Shareholder rights law firm Robbins LLP is investigating Proficient Auto Logistics, Inc. (NASDAQ: PAL) to determine whether certain Proficient Auto Logistics officers and directors violated securities laws and breached fiduciary duties to shareholders. Proficient Auto Logistics focuses on providing auto transportation and logistics services in North America.What Now: If you own shares of Proficient Auto Logistics, Inc. and have lost money in your investment, contact ...