Financial Data and Key Metrics Changes - The operating revenue for the first quarter of 2025 was $9,095.2 million, up 1% from the previous quarter but down less than 1% year-over-year [16] - Units delivered were 494,509, representing a 5% decrease [16] - Revenue per unit, excluding fuel surcharge, was approximately $177, down about 9% from Q1 2024 [16] - 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 [18] Business Line Data and Key Metrics Changes - The dedicated fleet service generated revenue of $4.3 million in Q1 2025, up from $3.4 million in Q4 2024 but down 33% from $6.4 million in Q1 2024 [16] - Revenue from spot opportunities comprised 4.3% of total revenue at approximately $3.7 million, unchanged from Q4 2024 but down from $13.8 million in Q1 2024 [17] Market Data and Key Metrics Changes - Industry sales were strong in March 2025, with auto SAAR reaching 17.8 million units, the highest since April 2021 [10] - Analysts have reduced their full-year projected SAAR for 2025, with Goldman Sachs cutting it to 15.4 million units [11] Company Strategy and Development Direction - The company aims to increase market share and effectively integrate merged operations to drive improved efficiency and profitability [12] - The acquisition of Brothers Auto Transport is expected to enhance the company's presence in the Northeast and Mid Atlantic regions [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the uncertain market environment and highlighted the potential impact of tariffs on auto demand and supply chain decisions [11][12] - The company expects sequential quarter growth in total revenue in the high single digits for Q2 2025, despite the impact of tariffs [19] Other Important Information - The integration of Brothers Auto Transport is progressing smoothly, with plans to unify systems and processes by July 1, 2025 [14] - The company anticipates approximately $15 million in CapEx for 2025, subject to market conditions [18] Q&A Session Summary Question: Insights on market changes and earnings power - Management noted that the current market dynamics are uncertain, but they are encouraged by record revenue in April and expect to operate better than breakeven levels in a normalized environment [24] Question: Customer behavior in response to tariffs - OEMs are taking varied actions, with some continuing business as usual while others are holding cars to await clearer tariff information [26] Question: Mix of domestically produced vs. imported vehicles - The company estimates a mix of approximately 60% domestic and 40% imported vehicles [35] Question: Revenue from Brothers Auto Transport - The annualized revenue from new business is expected to be around $60 million, with potential for additional market share gains [41] Question: Q2 revenue and EBITDA expectations - Management expects high single-digit sequential growth in revenue, which should also improve EBITDA [44]

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 ...