The earnings call highlighted significant revenue growth, unit volume increase, and improved operating ratios, alongside strong free cash flow and debt reduction. However, challenges such as a restructuring charge, soft October volumes, and a challenging pricing environment were noted. Despite these lowlights, the overall sentiment leans towards positive due to the strong financial performance and strategic execution.
Company Guidance
In the third quarter 2025 earnings call for Proficient Auto Logistics, key metrics highlighted included a 24.9% year-over-year increase in operating revenue, reaching $114.3 million, and a 250 basis point improvement in the adjusted operating ratio to 96.3%. The company delivered 605,341 units, marking a 21% increase compared to the third quarter of 2024. Revenue per unit, excluding fuel surcharge, rose approximately 3% to $173. The call also noted the impact of market share gains and acquisitions, such as Brothers, on revenue, and addressed future expectations of maintaining similar adjusted operating ratios and cash flow levels in the fourth quarter, despite a softer sales environment. Additionally, a $1.9 million restructuring charge was recognized, with anticipated $3 million annual savings from these actions starting in 2026. The company ended the quarter with $14.5 million in cash and equivalents, and a significant reduction in aggregate debt balances by $11 million, resulting in a net debt-to-adjusted EBITDA ratio of 1.7x.
Strong Revenue Growth
Operating revenue of $114.3 million in the third quarter was 24.9% higher than in the third quarter of 2024.
Unit Volume Increase
Units delivered during the third quarter totaled 605,341, an increase of 21% compared to the third quarter of 2024.
Improved Operating Ratio
The adjusted operating ratio for the third quarter was 96.3%, an improvement of 250 basis points from the comparable quarter in 2024, which was 98.8%.
Debt Reduction
Aggregate debt balances at the quarter end were approximately $79.2 million, down $11 million from $90.2 million at the end of the second quarter.
Free Cash Flow Generation
Free cash flow from operations was approximately $11.5 million during the quarter, allowing for meaningful reduction in debt balances.
Proficient Auto Logistics, Inc. (PAL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PAL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 11, 2025
$6.58
$8.55
+29.94%
Aug 11, 2025
$5.97
$7.40
+23.95%
May 07, 2025
$8.12
$7.72
-4.93%
Feb 11, 2025
$10.75
$10.95
+1.86%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Proficient Auto Logistics, Inc. (PAL) report earnings?
Proficient Auto Logistics, Inc. (PAL) is schdueled to report earning on Feb 17, 2026, Before Open (Confirmed).
What is Proficient Auto Logistics, Inc. (PAL) earnings time?
Proficient Auto Logistics, Inc. (PAL) earnings time is at Feb 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.