Latest news with #HubGroup
Yahoo
12-06-2025
- Business
- Yahoo
Hub Group Declares Quarterly Dividend
OAK BROOK, Ill., June 12, 2025 (GLOBE NEWSWIRE) -- Hub Group, Inc. (Nasdaq: HUBG) today announced its Board of Directors declared a quarterly cash dividend of $0.125 per share on the Company's Class A and Class B Common Stock. The dividend is scheduled to be paid on June 30, 2025, to stockholders of record as of June 23, 2025. Hub Group's quarterly cash dividend program, set at $0.50 per share per year, is part of its previously announced growth-focused capital allocation plan. ABOUT HUB GROUP: Hub Group offers comprehensive transportation and logistics management solutions. Keeping our customers' needs in focus, Hub Group designs, continually optimizes, and applies industry-leading technology to our customers' supply chains for better service, greater efficiency, and total visibility. As an award-winning, publicly traded company (Nasdaq: HUBG) with approximately $4 billion in revenue, our nearly 6,000 employees and drivers across the globe are always in pursuit of 'The Way Ahead' – a commitment to service, integrity and innovation. For more information, visit SOURCE: Hub Group, Garrett Holland, Investor Relations, gholland@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
HUBG Q1 Earnings Call: Management Cites Cost Controls Amid Tariff and Volume Uncertainty
Logistics solutions provider Hub Group (NASDAQ:HUBG) fell short of the market's revenue expectations in Q1 CY2025, with sales falling 8.4% year on year to $915.2 million. The company's full-year revenue guidance of $3.8 billion at the midpoint came in 5.5% below analysts' estimates. Its GAAP profit of $0.44 per share was 4% above analysts' consensus estimates. Is now the time to buy HUBG? Find out in our full research report (it's free). Revenue: $915.2 million vs analyst estimates of $970.2 million (8.4% year-on-year decline, 5.7% miss) EPS (GAAP): $0.44 vs analyst estimates of $0.43 (4% beat) Adjusted EBITDA: $84.68 million vs analyst estimates of $81.17 million (9.3% margin, 4.3% beat) The company dropped its revenue guidance for the full year to $3.8 billion at the midpoint from $4.15 billion, a 8.4% decrease EPS (GAAP) guidance for the full year is $2 at the midpoint, missing analyst estimates by 5.2% Operating Margin: 4.1%, in line with the same quarter last year Market Capitalization: $2.07 billion Hub Group's first quarter results were shaped by shifting customer supply chain strategies and ongoing cost reduction efforts. CEO Phil Yeager pointed to increased customer focus on cost savings, which drove interest in intermodal conversions and managed transportation solutions, as well as operational discipline across all segments. The company executed a $40 million cost reduction program—half of which had been implemented by quarter's end—enabling improvements in operating margins despite revenue headwinds. Intermodal segment volumes benefited from bid wins and inventory pull-forwards, while revenue per load fell due to fuel mix and pricing. Logistics margins improved, buoyed by operational efficiencies and network alignment. Management acknowledged the competitive environment, particularly in dedicated transportation and brokerage, but emphasized steady progress in reducing expenses and improving network utilization. Looking forward, Hub Group's full-year guidance reflects management's cautious outlook on import volumes and consumer demand, influenced by tariff-related uncertainty and ongoing shifts in customer shipping behavior. CFO Kevin Beth indicated that guidance scenarios depended on the timing and magnitude of potential import slowdowns, with contingency plans for both rapid rebounds and prolonged soft demand. Management expects cost-saving measures to provide partial offset to possible volume and margin pressures, while remaining alert to opportunities in Mexico and warehousing as customers diversify supply chains. CEO Phil Yeager highlighted the importance of capacity flexibility and service reliability, stating, 'Our customers are recognizing that if the consumer holds, there is going to be some significant shipping demand in the back half.' Management attributed the quarter's operating margin improvement to proactive cost controls, network optimization, and targeted growth in East and Mexico markets, while noting challenges from softer pricing and shifting import dynamics. Cost reduction initiatives: The $40 million cost reduction program, with half executed by quarter's end, focused on lowering purchase transportation, warehouse staffing, and salaried headcount. Technology investments and process improvements also contributed to reduced outsourced support costs. Intermodal volume growth: Intermodal volumes rose 8% year-over-year, supported by bid wins, inventory pull-forwards, and increased activity in the EASO Mexico joint venture. Local East and Mexico lanes were particularly strong, offsetting declines in revenue per load caused by fuel mix and price. Network balance and utilization: Management reported a 17% reduction in empty repositioning costs and improved container utilization, driven by targeted bid wins and better execution in key lanes. Turn times improved by 4%, and insourced drayage rose by 400 basis points, enhancing cost efficiency. Logistics margin improvement: Logistics segment operating margins increased 70 basis points year-over-year, despite ongoing challenges in the brokerage business. Improvements were attributed to operational efficiency in consolidation services and the completion of network alignment initiatives. Customer supply chain adaptation: Customers responded to tariff uncertainty with various strategies, such as diversifying sourcing and adjusting inventory management. This dynamic created both risks of near-term import slowdowns and opportunities for Hub Group's managed transportation and warehousing solutions. Management's outlook emphasizes cost discipline, demand variability tied to tariffs, and strategic expansion in Mexico and warehousing as the main themes for the year. Tariff-driven demand volatility: Management believes that shifting tariffs on imports, especially from China, could lead to unpredictable import volumes and consumer demand. Scenarios range from a rapid rebound with peak season surcharges to prolonged softness, impacting both revenue and margins. Continued cost management: The company expects further benefits from its $40 million cost saving program, with additional reductions in purchase transportation and headcount. Technology-driven efficiencies and disciplined expense controls are expected to support profitability even if demand weakens. Expansion in resilient segments: Hub Group is focusing on growth opportunities in Mexico, managed transportation, and warehousing, where demand is more stable and less tied to import flows. Management highlighted the EASO joint venture and a strong pipeline in final mile and managed transportation as potential offsets to softer import-driven business. Looking to future quarters, the StockStory team will be monitoring (1) the impact of evolving tariff policies on import volumes and intermodal demand, (2) the execution of cost reduction initiatives and their contribution to margin stability, and (3) progress in expanding resilient segments such as Mexico and managed transportation. Additional attention will be paid to shifts in customer inventory strategies that may affect warehousing and storage demand. Hub Group currently trades at a forward P/E ratio of 15.4×. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Yahoo
23-05-2025
- Business
- Yahoo
Winners And Losers Of Q1: C.H. Robinson Worldwide (NASDAQ:CHRW) Vs The Rest Of The Air Freight and Logistics Stocks
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at air freight and logistics stocks, starting with C.H. Robinson Worldwide (NASDAQ:CHRW). The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.5% below. In light of this news, share prices of the companies have held steady as they are up 1.6% on average since the latest earnings results. Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ:CHRW) offers freight transportation and logistics services. C.H. Robinson Worldwide reported revenues of $4.05 billion, down 8.3% year on year. This print fell short of analysts' expectations by 4.9%, but it was still a strong quarter for the company with an impressive beat of analysts' EBITDA estimates. "Our first quarter results reflect progress in the disciplined execution of the strategies that we shared at our Investor Day in December — to take market share and expand our margins. We're not waiting for a market recovery to improve our financial results, and the strategies that the Robinson team is executing are relevant in any market environment," said President and Chief Executive Officer, Dave Bozeman. Interestingly, the stock is up 8.3% since reporting and currently trades at $96.52. Is now the time to buy C.H. Robinson Worldwide? Access our full analysis of the earnings results here, it's free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with a solid beat of analysts' EBITDA estimates and an impressive beat of analysts' adjusted operating income estimates. Expeditors achieved the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 3.7% since reporting. It currently trades at $116. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free. Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide. Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations. Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 2.7% since the results and currently trades at $34.05. Read our full analysis of Hub Group's results here. Trademarking its recognizable UPS Brown color, UPS (NYSE:UPS) offers package delivery, supply chain management, and freight forwarding services. United Parcel Service reported revenues of $21.55 billion, flat year on year. This result topped analysts' expectations by 2.1%. Overall, it was a very strong quarter as it also logged an impressive beat of analysts' sales volume estimates and an impressive beat of analysts' EBITDA estimates. The stock is flat since reporting and currently trades at $97.09. Read our full, actionable report on United Parcel Service here, it's free. With notable customers such as Nike and Apple, GXO (NYSE:GXO) manages outsourced supply chains and warehousing for various companies. GXO Logistics reported revenues of $2.98 billion, up 21.2% year on year. This number surpassed analysts' expectations by 1.4%. It was a very strong quarter as it also put up a solid beat of analysts' adjusted operating income estimates. GXO Logistics scored the fastest revenue growth among its peers. The stock is up 6.1% since reporting and currently trades at $40.43. Read our full, actionable report on GXO Logistics here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
Spotting Winners: GXO Logistics (NYSE:GXO) And Air Freight and Logistics Stocks In Q1
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at air freight and logistics stocks, starting with GXO Logistics (NYSE:GXO). The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.5% below. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. With notable customers such as Nike and Apple, GXO (NYSE:GXO) manages outsourced supply chains and warehousing for various companies. GXO Logistics reported revenues of $2.98 billion, up 21.2% year on year. This print exceeded analysts' expectations by 1.4%. Overall, it was a very strong quarter for the company with an impressive beat of analysts' adjusted operating income estimates. GXO Logistics scored the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 4.4% since reporting and currently trades at $39.78. Is now the time to buy GXO Logistics? Access our full analysis of the earnings results here, it's free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with an impressive beat of analysts' EBITDA estimates. Expeditors delivered the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 1.5% since reporting. It currently trades at $113.47. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free. Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide. Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations. Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 2.6% since the results and currently trades at $34. Read our full analysis of Hub Group's results here. Sporting one of the largest air cargo fleets in the world, FedEx (NYSE:FDX) is a global provider of parcel and cargo delivery services. FedEx reported revenues of $22.16 billion, up 1.9% year on year. This print surpassed analysts' expectations by 0.9%. Aside from that, it was a slower quarter as it logged full-year EPS guidance missing analysts' expectations. The stock is down 12.2% since reporting and currently trades at $216.10. Read our full, actionable report on FedEx here, it's free. Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ:CHRW) offers freight transportation and logistics services. C.H. Robinson Worldwide reported revenues of $4.05 billion, down 8.3% year on year. This number missed analysts' expectations by 4.9%. More broadly, it was actually a strong quarter as it recorded a solid beat of analysts' EBITDA estimates. The stock is up 8.6% since reporting and currently trades at $96.80. Read our full, actionable report on C.H. Robinson Worldwide here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Yahoo
13-05-2025
- Business
- Yahoo
Air Freight and Logistics Stocks Q1 Teardown: FedEx (NYSE:FDX) Vs The Rest
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let's take a look at how air freight and logistics stocks fared in Q1, starting with FedEx (NYSE:FDX). The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.6% below. In light of this news, share prices of the companies have held steady as they are up 4.8% on average since the latest earnings results. Sporting one of the largest air cargo fleets in the world, FedEx (NYSE:FDX) is a global provider of parcel and cargo delivery services. FedEx reported revenues of $22.16 billion, up 1.9% year on year. This print exceeded analysts' expectations by 0.9%. Despite the top-line beat, it was still a slower quarter for the company with full-year EPS guidance missing analysts' expectations. The stock is down 4.5% since reporting and currently trades at $235. Read our full report on FedEx here, it's free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with a solid beat of analysts' EBITDA estimates. Expeditors pulled off the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 3.8% since reporting. It currently trades at $116.08. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free. Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide. Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations. Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 8.4% since the results and currently trades at $35.91. Read our full analysis of Hub Group's results here. With notable customers such as Nike and Apple, GXO (NYSE:GXO) manages outsourced supply chains and warehousing for various companies. GXO Logistics reported revenues of $2.98 billion, up 21.2% year on year. This result beat analysts' expectations by 1.4%. Overall, it was a very strong quarter as it also put up an impressive beat of analysts' adjusted operating income estimates. GXO Logistics pulled off the fastest revenue growth among its peers. The stock is up 8.9% since reporting and currently trades at $41.50. Read our full, actionable report on GXO Logistics here, it's free. Trademarking its recognizable UPS Brown color, UPS (NYSE:UPS) offers package delivery, supply chain management, and freight forwarding services. United Parcel Service reported revenues of $21.55 billion, flat year on year. This number surpassed analysts' expectations by 2.1%. It was a very strong quarter as it also logged a solid beat of analysts' sales volume and EBITDA estimates. The stock is up 4.6% since reporting and currently trades at $101.58. Read our full, actionable report on United Parcel Service here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
