Hub Group Inc Stock Price, News & Analysis

Hub Group (NASDAQ:HUBG) reported third quarter 2025 GAAP diluted EPS of $0.47 and adjusted EPS of $0.49. Revenue was $934 million, down 5% year-over-year. GAAP operating income was $39 million (4.2% of revenue) and adjusted operating income was $41 million (4.4%). Adjusted EBITDA was $88 million and net debt/EBITDA LTM (non-GAAP) was 0.4x as of September 30, 2025.

The company closed the acquisitions of Marten Transport intermodal assets and SITH, LLC, held cash and restricted cash of $147 million, and returned $36 million year-to-date via dividends and buybacks. Full-year 2025 guidance: diluted EPS $1.80–$1.90, revenue approx. $3.6–$3.7 billion, effective tax rate ~24.5%, and capex $50 million.

Essendant (HUBG) announced a strategic partnership with Hub Group to launch a Managed Delivery model that will begin on November 1, 2025 under a three-year agreement. The program uses Hub Group's truckload, LTL, and final mile facilities combined with Essendant's distribution footprint to enable warehouse deliveries within 48 hours in nearly all major markets.

Key metrics in the agreement include a hub-and-spoke network with over 200 final mile locations, coverage reaching 98% of the U.S. population, and a target of 95% on-time service. The model is positioned to streamline multi-stop truckload shipments, lower costs, and scale to meet customer needs.

Hub Group (Nasdaq: HUBG) will hold a conference call at 5:00 p.m. Eastern Time on Thursday, October 30, 2025 to discuss third quarter 2025 results. The company will issue a press release with results after market close on the same day.

The call is being webcast as a listen-only stream via the Investors link at www.hubgroup.com. Telephone participants must pre-register to receive a dial-in number and unique PIN; dial in about ten minutes before the scheduled time. The call is limited to 60 minutes and an audio replay will be available on the investor site for 30 days.

Hub Group (NASDAQ: HUBG) has completed two strategic acquisitions to strengthen its market position. The company acquired Marten Transport's Intermodal division, adding 1,200 refrigerated containers and key commercial relationships in the food and beverage industry, making Hub Group the second-largest provider of temperature-controlled intermodal solutions in North America.

Additionally, Hub Group acquired West-Coast final mile provider SITH, LLC on September 8, 2025, furthering its strategic plan to expand Final Mile operations and network capacity. The company, with approximately $4 billion in revenue and 6,000 employees, continues to focus on service, integrity, and innovation in transportation and logistics management solutions.

Hub Group (Nasdaq: HUBG) has declared a quarterly cash dividend of $0.125 per share on both its Class A and Class B Common Stock. The dividend will be paid on September 24, 2025, to stockholders of record as of September 12, 2025.

This quarterly dividend is part of Hub Group's annual dividend program of $0.50 per share per year, aligned with their growth-focused capital allocation strategy. The company, with approximately $4 billion in revenue and 6,000 employees, provides comprehensive transportation and logistics management solutions.

Hub Group (NASDAQ:HUBG) reported Q2 2025 financial results with GAAP diluted EPS of $0.42 and revenue of $905.6 million, down 8% from the previous year. The company posted operating income of $34 million (3.8% of revenue) and adjusted operating income of $36.9 million (4.1% of revenue).

Key highlights include a 2% growth in intermodal volume, though offset by lower revenue per unit. The company maintains a strong balance sheet with net debt/EBITDA of 0.3x and has returned $29 million to shareholders year-to-date through dividends ($15M) and stock repurchases ($14M).

Hub Group revised its 2025 outlook, projecting diluted EPS of $1.80 to $2.05 and full-year revenue between $3.6-3.8 billion. The company expressed support for the proposed Union Pacific and Norfolk Southern combination, viewing it as a catalyst for growth through improved network efficiency.

Hub Group (NASDAQ: HUBG) has announced the acquisition of Marten Transport's intermodal division for $51.8 million in cash. The strategic acquisition includes approximately 1,200 refrigerated containers and will position Hub Group as the second-largest provider of temperature-controlled intermodal solutions in North America.

Marten Intermodal, which generated $51.5 million in revenue over the trailing twelve months ended June 30, 2025, serves approximately 100 shippers in the food and beverage segments. The transaction is expected to close by the end of Q3 2025 and will be immediately accretive to Hub Group's Q4 2025 EPS and 2026 EPS.

Hub Group (Nasdaq: HUBG), a transportation and logistics management solutions provider, has scheduled its second quarter 2025 earnings conference call for July 31, 2025, at 5:00 p.m. Eastern Time. The company, which generates approximately $4 billion in revenue and employs nearly 6,000 people globally, will release its Q2 2025 results after market close on the same day.

The earnings call will be accessible via webcast through Hub Group's website and will include a 60-minute Q&A session. Participants interested in the question-and-answer segment must pre-register to receive dial-in details. An audio replay will be available on the company's website for 30 days following the call.

Hub Group (NASDAQ: HUBG) has announced a quarterly cash dividend of $0.125 per share on both Class A and Class B Common Stock, payable on June 30, 2025, to stockholders of record as of June 23, 2025. This dividend is part of the company's annual program of $0.50 per share, aligned with their growth-focused capital allocation strategy. Hub Group, a transportation and logistics management solutions provider with approximately $4 billion in revenue and 6,000 employees, focuses on optimizing supply chains through technology-driven solutions.