Core Viewpoint - Hub Group, Inc. is facing scrutiny due to a restatement of its financial statements for the first three quarters of 2025, which has led to a significant drop in its stock price following the announcement of the issue [2]. Financial Performance - In 2025, Hub Group reported revenues of $3.7 billion [1]. - The company announced preliminary fourth quarter and full year results after the market closed on February 5, 2026 [2]. Financial Restatement - Hub Group disclosed that it would restate its financial statements for the first three quarters of 2025 due to an error that resulted in the understatement of purchased transportation costs and accounts payable [2]. - The total amount of the reduction to accounts payable and purchased transportation costs related to this issue is $77 million [2]. Stock Market Reaction - Following the announcement of the financial restatement, Hub Group's stock price fell by $9.37 per share, closing at $41.96 on February 6, 2026, which represents an 18.3% decline on heavy trading volume [2].

Core Viewpoint - Hub Group, Inc. will hold a conference call on February 5, 2026, to discuss its fourth quarter 2025 results, which will be announced after market close on the same day [1]. Group 1: Conference Call Details - The conference call is scheduled for 5:00 p.m. Eastern Time and will be accessible via a webcast on Hub Group's website [2]. - Participants wishing to join the call by telephone must pre-register to receive a dial-in number and unique PIN, and are advised to call in approximately ten minutes before the scheduled time [3]. - The call will last for 60 minutes, including a question-and-answer session [3]. Group 2: Company Overview - Hub Group provides comprehensive transportation and logistics management solutions, focusing on customer needs and utilizing industry-leading technology for supply chain optimization [5]. - The company is publicly traded on Nasdaq under the ticker HUBG and reported approximately $4 billion in revenue, employing nearly 6,000 people globally [5].

Core Insights - Hub Group, Inc. reported a third quarter 2025 net income of $29 million, with diluted earnings per share (EPS) of $0.47, reflecting a 6% decrease in adjusted net income from the previous year [2][4] - The company experienced softer demand across freight markets, but intermodal profitability and revenue per load increased sequentially and year-over-year [3][4] - Consolidated revenue for Q3 2025 was $934 million, down 5% from $987 million in Q3 2024, attributed to stable intermodal volume and higher revenue per unit being offset by lower Dedicated and Logistics revenue [4][8] Financial Performance - Adjusted net income (non-GAAP) for Q3 2025 was $30 million, down from $32 million in Q3 2024, with adjusted EPS of $0.49, a decrease of $0.03 from the previous year [2][9] - Operating income for Q3 2025 was $39 million, representing 4.2% of revenue, while adjusted operating income (non-GAAP) was $41 million, or 4.4% of revenue [6][9] - The Logistics segment revenue decreased to $402 million from $461 million in the prior year, primarily due to lower volume and revenue per load in the brokerage business [8] Cost Management - Purchased transportation and warehousing costs were $684 million, an 8% decrease from the prior year, while salaries and benefits remained stable at $143 million [5][9] - General and administrative expenses decreased by 9% year-over-year due to cost-saving initiatives [5][9] - The company maintained a strong balance sheet with a net debt/EBITDA ratio of 0.4x, below the target leverage range of 0.75x to 1.25x [6][9] Strategic Initiatives - Hub Group is focused on enhancing intermodal growth potential in collaboration with rail partners Union Pacific and Norfolk Southern [3] - The recent acquisition of Marten Intermodal assets is expected to accelerate the refrigerated intermodal business [3][9] - The company plans to return approximately $50 million to shareholders through dividends and stock repurchases in 2025 [10][11] Outlook - For the full year 2025, Hub Group expects diluted EPS to range from $1.80 to $1.90, with estimated revenue of approximately $3.6 billion to $3.7 billion [11] - The effective tax rate is projected to be around 24.5%, with capital expenditures expected to be less than $50 million for the year [11]

Core Points - Hub Group, Inc. will hold a conference call on October 30, 2025, at 5:00 p.m. Eastern Time to discuss its third quarter 2025 results [1] - The results will be announced via press release after the market closes on the same day [1] Access Information - The conference call will be available as a webcast through the Investors link on Hub Group's website [2] - Participants wishing to join the Q&A session must pre-register to receive the dial-in number and unique PIN [3] - An audio replay of the call will be accessible for 30 days via the Investors link on the company's website [4] Company Overview - Hub Group provides comprehensive transportation and logistics management solutions, focusing on customer needs [5] - The company has approximately $4 billion in revenue and employs nearly 6,000 people globally [5] - Hub Group is committed to service, integrity, and innovation, continuously optimizing supply chains with industry-leading technology [5]

Group 1 - Hub Group has become the second largest provider of temperature-controlled intermodal solutions in North America following the acquisition of Marten Transport's intermodal assets [1] - The acquisition includes approximately 1,200 refrigerated containers and enhances Hub Group's relationships with a diverse range of shippers in the food and beverage sector [2] - Hub Group's strategic investments aim to support growing volumes and improve network fluidity [2] Group 2 - Effective September 8, 2025, Hub Group acquired assets from West-Coast final mile provider SITH, LLC, aligning with its strategic plan to expand Final Mile services and improve profitability [2] - Hub Group is a publicly traded company with approximately $4 billion in revenue and nearly 6,000 employees and drivers globally [3] - The company focuses on optimizing supply chains through industry-leading technology to enhance service and efficiency [3]

Core Insights - Hub Group, Inc. reported a net income of $25 million for Q2 2025, with diluted earnings per share (EPS) of $0.42, reflecting a decrease in adjusted net income of 6.2% from the previous year [2][4][8] - The company is focused on improving productivity and customer service while navigating challenging market conditions, with a positive outlook on long-term growth opportunities [3][11] Financial Performance - Consolidated revenue for Q2 2025 was $906 million, an 8% decrease from $986 million in Q2 2024, driven by lower revenue per unit in intermodal and brokerage, decreased fuel revenue, and sub-seasonal demand [4][8] - Adjusted operating income for Q2 2025 was $37 million, or 4.1% of revenue, compared to $39.5 million, or 4.0% of revenue, in the prior year [6][9] - The company returned $29 million to shareholders year-to-date through dividends and stock repurchases [10][12] Segment Performance - The Intermodal and Transportation Solutions (ITS) segment generated revenue of $528 million in Q2 2025, down from $561 million in the prior year, with operating income of $14.4 million [7][9] - The Logistics segment reported revenue of $404 million, down from $459 million in the prior year, attributed to lower volume and revenue per load in the brokerage business [8][9] Cost Management - Purchased transportation and warehousing costs were $656 million, a 10% decrease from the prior year, while salaries and benefits increased by 1% to $143 million [5][6] - General and administrative expenses rose due to vendor settlements, while depreciation and amortization costs decreased by 14% to $32 million [5][6] Strategic Initiatives - Hub Group announced an agreement to acquire certain assets from Marten Intermodal, reflecting its opportunistic capital deployment strategy [3][8] - The proposed combination of Union Pacific and Norfolk Southern is viewed as a catalyst for growth, enhancing intermodal transportation capabilities [11] 2025 Outlook - The company expects diluted EPS for 2025 to range from $1.80 to $2.05, with estimated revenue between $3.6 billion and $3.8 billion [12]

Company Overview - Hub Group, Inc. is a publicly traded company on Nasdaq (HUBG) with approximately $4 billion in revenue and nearly 6,000 employees globally [5]. Upcoming Conference Call - Hub Group will hold a conference call on July 31, 2025, at 5:00 p.m. Eastern Time to discuss its second quarter 2025 results, which will be announced via press release after market close on the same day [1]. - The conference call will be accessible via webcast through the Investors link on Hub Group's website, and it will be a listen-only session [2]. Participation Details - Interested participants must pre-register to receive the dial-in number and unique PIN for the conference call, which is limited to 60 minutes, including a question-and-answer session [3]. - An audio replay of the call will be available for 30 days through the Investors link on the company's website [4].

Core Insights - Hub Group, Inc. reported first quarter 2025 net income of $27 million, maintaining diluted earnings per share at $0.44, consistent with the same quarter in 2024 [2][11] - The company achieved an operating income margin of 4.1%, reflecting a 40-basis point improvement year-over-year, driven by yield management and cost containment efforts [3][6] Financial Performance - Consolidated revenue for Q1 2025 was $915 million, an 8% decline from $999 million in Q1 2024, primarily due to lower revenue per unit in intermodal and brokerage, decreased fuel revenue, and slowing shipping patterns [4][11] - Purchased transportation and warehousing costs decreased by 11% to $658 million, while salaries and benefits increased by 3% to $149 million [5] - Operating income for the quarter was $37 million, representing 4.1% of revenue, with EBITDA reported at $85 million [6][11] Segment Performance - The Intermodal and Transportation Solutions (ITS) segment generated revenue of $530 million, down from $552 million in the prior year, but operating income increased to $14 million due to cost control measures [7] - The Logistics segment reported revenue of $411 million, down from $480 million, with operating income improving to $23 million, reflecting positive contributions from consolidation and fulfillment despite lower brokerage margins [8] Capital and Outlook - Capital expenditures for Q1 2025 totaled $19 million, with cash reserves at $141 million as of March 31, 2025 [9][11] - The company projects diluted earnings per share for 2025 to range from $1.75 to $2.25, with estimated revenue between $3.6 billion and $4.0 billion [12]