The earnings call presented a mixed picture with significant achievements such as the acquisition of Marten Transport's refrigerated intermodal fleet and successful cost reduction initiatives. However, these were offset by revenue declines, challenges in the Logistics segment, and uncertain demand trends.

Company Guidance

During the Hub Group's second-quarter 2025 earnings call, CEO Phil Yeager and CFO Kevin Beth outlined several key metrics and strategic initiatives. The company reported a revenue of $906 million, an 8% decrease year-over-year, and adjusted EPS of $0.45. Despite a 6% decline in ITS revenue, intermodal volume grew by 2%, with significant growth in the refrigerated segment. The company's cost reduction program surpassed its initial $40 million target, prompting an increase to $50 million. Logistics revenue fell by 12%, mainly due to brokerage challenges, but the Final Mile division showed strong growth, expecting $150 million in new annualized revenue. Hub Group's acquisition of Marten Transport's refrigerated intermodal fleet is anticipated to add $0.01 to $0.02 to EPS in Q4. Looking forward, the company expects full-year EPS between $1.80 and $2.05 and revenue from $3.6 billion to $3.8 billion, with a capital expenditure focus on technology projects.

Acquisition of Marten Transport's Refrigerated Intermodal Fleet

Hub Group acquired Marten Transport's refrigerated intermodal fleet, enhancing scale and capacity in one of the highest growth segments of their intermodal network. This acquisition is expected to generate strong returns and expand the customer base.

Cost Reduction Program Success

Hub Group successfully completed the majority of its initial $40 million cost reduction goal and raised the target to $50 million, with significant savings identified in transportation and operating expenses.

Final Mile Division Growth

The Final Mile division is onboarding $150 million of net new annualized revenue in the third and fourth quarters, indicating significant growth due to excellent service, competitive cost, and flexible operating model.

Intermodal Volume Growth

Despite a decline in import activity, intermodal volume increased 2% year-over-year, with notable growth in Mexico (up over 300%) and the refrigerated business (up 18%).

Hub Group (HUBG) 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

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HUBG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.50 / -	0.52	―	―	―
Jul 31, 2025	2025 (Q2)	0.44 / 0.45	0.47	-4.26% (-0.02)
May 08, 2025	2025 (Q1)	0.43 / 0.44	0.44	0.00% (0.00)
Feb 06, 2025	2024 (Q4)	0.48 / 0.48	0.54	-11.11% (-0.06)
Oct 30, 2024	2024 (Q3)	0.49 / 0.52	0.485	7.22% (+0.04)
Aug 01, 2024	2024 (Q2)	0.47 / 0.47	0.72	-34.72% (-0.25)
Apr 25, 2024	2024 (Q1)	0.39 / 0.44	0.94	-53.19% (-0.50)
Feb 01, 2024	2023 (Q4)	0.52 / 0.54	1.21	-55.37% (-0.67)
Oct 26, 2023	2023 (Q3)	0.55 / 0.48	1.305	-62.84% (-0.82)
Jul 27, 2023	2023 (Q2)	0.69 / 0.72	1.515	-52.48% (-0.79)

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

HUBG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$35.02	$33.60	-4.05%
May 08, 2025	$33.00	$33.10	+0.30%
Feb 06, 2025	$42.97	$41.16	-4.21%
Oct 30, 2024	$43.33	$42.98	-0.81%

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 Hub Group (HUBG) report earnings?

Hub Group (HUBG) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Hub Group (HUBG) earnings time?

Hub Group (HUBG) earnings time is at Oct 23, 2025, After Close (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 HUBG EPS forecast?

HUBG EPS forecast for the fiscal quarter 2025 (Q3) is 0.5.

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