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Proficient Auto Logistics, Inc. (PAL)
NASDAQ:PAL
Earnings Data
Report Date
Jun 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a mixed but cautiously optimistic outlook. Key operational and financial strengths include double-digit revenue growth (10.7% FY), strong Q4 EBITDA improvement (+32% YoY), improved leverage (net debt/TTM EBITDA down to 1.5x), and a clear plan to drive a 150 bps improvement in adjusted operating ratio through cost and structural initiatives. Offsetting these positives are meaningful near-term headwinds: a non-cash $27.8M goodwill impairment, a ~6% decline in revenue per unit, flat full-year adjusted EBITDA despite revenue growth, higher insurance retention volatility, and weaker market demand (lower SAAR) with competitive pricing pressure. Management emphasizes discipline, balance-sheet strengthening, and targeted M&A, and views many negatives as temporary or one-time, suggesting improvement potential if market conditions normalize. Overall, highlights modestly outweigh the lowlights given the operational momentum, balance sheet progress, and one-time nature of several negatives.Company Guidance
Revenue Growth - Full Year
Total operating revenue of $430.4M for full year 2025, an increase of 10.7% versus 2024, driven by market share gains and the Brothers acquisition.
Fourth Quarter Revenue and Volume Increase
Fourth quarter 2025 operating revenue of $105.4M, up 11.5% year-over-year, and unit volumes also increased over 11% YoY, helped by a full quarter contribution from the Brothers acquisition and new business wins.
Fourth Quarter Adjusted EBITDA Growth
Fourth quarter 2025 adjusted EBITDA of $9.2M, representing a 32% increase over Q4 2024, indicating improved quarterly profitability momentum.
Stable Full-Year Adjusted EBITDA with Improved Operating Discipline
Full year 2025 adjusted EBITDA of $40.2M was essentially unchanged from combined 2024; management highlights meaningful operational improvements and prioritization of profitability over top-line growth.
Leverage Reduction and Strong Cash Flow
Net debt to trailing twelve-month adjusted EBITDA improved from 2.2x (6/30/2025) to 1.7x (9/30/2025) and finished at 1.5x (12/30/2025), reflecting stronger balance sheet and cash flow generation.
Share Price and Implied Yield
Company noted a share price increase of over 60% in the last three months; trailing twelve-month adjusted EBITDA less CapEx of ~ $30M equates to an ~11% yield relative to market capitalization (management commentary).
Cost and Operational Initiatives
Management expects 150 basis points of full-year improvement in adjusted operating ratio for 2026 driven by restructuring, insourcing, insurance and benefits consolidation, and a shift toward company-delivered moves.
M&A and Strategic Flexibility
Company maintains an M&A pipeline and expects to pursue one to two acquisitions per year while prioritizing debt paydown; has flexibility to deploy capital for strategic deals.
PAL Earnings History
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 |
|---|---|---|---|
Feb 09, 2026 | $10.44 | $7.77 | -25.57% |
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% |
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 Jun 23, 2026, Before Open (Confirmed).
What is Proficient Auto Logistics, Inc. (PAL) earnings time?
Proficient Auto Logistics, Inc. (PAL) earnings time is at Jun 23, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PAL EPS forecast?
PAL EPS forecast for the fiscal quarter 2026 (Q1) is 0.04.