Earnings Preview: Hub Group (HUBG) Q3 Earnings Expected to Decline

Core Viewpoint - Hub Group (HUBG) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with the consensus outlook indicating potential impacts on its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on October 30, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for Hub Group's quarterly earnings is $0.49 per share, reflecting a year-over-year decrease of 5.8%, while revenues are projected at $929.12 million, down 5.9% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 6.99%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Hub Group is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.35%, which suggests a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from the consensus estimate, but its predictive power is significant primarily for positive readings [9][10]. - Hub Group's current Zacks Rank is 5, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Hub Group was expected to post earnings of $0.44 per share but delivered $0.45, resulting in a surprise of +2.27% [13]. - Over the past four quarters, Hub Group has beaten consensus EPS estimates three times [14]. Industry Comparison - C.H. Robinson Worldwide (CHRW), another player in the transportation services industry, is expected to report earnings of $1.29 per share for the same quarter, indicating a year-over-year change of +0.8% [18]. - C.H. Robinson's revenues are projected at $4.29 billion, down 7.6% from the previous year, with a consensus EPS estimate revised 0.2% higher recently, but an Earnings ESP of -0.56% complicates predictions for an earnings beat [19][20].