Heartland Express to integrate CFI’s U.S. operations into Heartland Express

Heartland Express (HTLD) plans to integrate the U.S. operations of Contract Freighters into Heartland Express, effective December 31, 2025. CEO Mike Gerdin, commented, “We are excited to announce the integration and rebranding of the U.S. operations of CFI into Heartland Express, similar to several of our prior acquisitions. CFI Logistica, S.A, de C.V., the Company’s Mexican operations subsidiary will not be impacted. CFI’s sequential operating performance has improved during 2025, supported by the completion of our transportation management system conversion during the first quarter of 2025 and our transition to a unified driver electronic logging device and communication system with Heartland Express in the second quarter of 2025. Given this progress and the current status of our industry, we believe that integrating and rebranding CFI into Heartland Express is the next logical step in enhancing our consolidated operating and financial performance. Further, this decision was driven by a desire to align our CFI drivers’ pay package with our legacy Heartland Express pay package, providing them with an increased driver compensation and benefits package that we believe is among the best in the industry. Drivers will remain in their current trucks and have the option to choose any of the pay packages in the legacy Heartland Fleet. Drivers will also have the option to run in the other subsidiaries, Millis Transfer or Smith Transport fleets, within our family of brands. Customers will benefit from increased capacity within the integrated fleets, allowing us to continue to provide the committed, on-time service our customers have come to expect.” The company said, “We expect to continue to maintain current CFI offices in Joplin, Missouri, as well as West Memphis, Arkansas, and Laredo, Texas. Additionally, we plan to offer all current CFI employees the opportunity to continue their employment with Heartland Express. Millis and Smith will remain in their current status.”