The earnings call highlighted strong performance and growth in the Intermodal segment and successful acquisitions, contributing to improved margins and productivity. However, challenges in the logistics and brokerage segments and a decrease in overall revenue present concerns.

Company Guidance

During the Hub Group's third-quarter 2025 earnings call, the company provided guidance for the remainder of the year and insights into 2026. For fiscal year 2025, Hub Group expects full-year EPS to range between $1.80 and $1.90, with revenue projected between $3.6 billion and $3.7 billion. The guidance considers a muted peak season and shifts in onboarding new Final Mile business. Notably, the company saw a 2% increase in revenue per load in Intermodal, with revenue from the ITS segment slightly rising to $561 million. The logistics segment experienced a 13% year-over-year revenue decline, attributed to volume and revenue per load decreases in brokerage. Despite the challenging environment, adjusted operating income margin increased by 10 basis points to 4.4%. Hub Group's strategic investments, including the acquisition of Marten Transport's Intermodal division and SITH LLC, are expected to support growth, aiming to achieve $50 million in cost savings by year's end. Looking forward, the company anticipates a more favorable 2026 bid season driven by a potential Transcontinental Rail merger and regulatory changes, which could enhance service and capacity balance, ultimately leading to improved market conditions.

Strong Intermodal Growth

Intermodal business delivered strong results with slightly improving volumes and a 2% increase in revenue per load. Notable growth in Mexico nearly 300% and refrigerated business 55% in the quarter.

Successful Acquisitions

Closed on the acquisition of Marten Transport's Intermodal division and SITH LLC, adding scale and improving service capabilities in Final Mile.

Operational Efficiency Improvements

Improved operating margins by 20 basis points year-over-year and reduced costs through lower linehaul costs and increased in-sourcing.

Managed Transportation Productivity Boost

Managed Transportation segment saw a productivity improvement of over 50% year-over-year thanks to investments in automation and technology.

Strong Cash Flow and Financial Position

Cash flow from operations for the first 9 months of 2025 was $160 million, with a strong balance sheet and net debt at 0.4x adjusted EBITDA.

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

Daily Earnings Calendar >

HUBG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2025 (Q4)	0.45 / -	0.48	―	―	―
Oct 30, 2025	2025 (Q3)	0.49 / 0.49	0.52	-5.77% (-0.03)
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)

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
Oct 30, 2025	$35.46	$36.83	+3.86%
Jul 31, 2025	$34.90	$33.49	-4.04%
May 08, 2025	$32.89	$32.99	+0.30%
Feb 06, 2025	$42.83	$41.02	-4.23%

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 Feb 11, 2026, After Close (Confirmed).

What is Hub Group (HUBG) earnings time?

Hub Group (HUBG) earnings time is at Feb 11, 2026, 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 (Q4) is 0.45.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing