The earnings call highlighted the successful acquisition of Marten Transport's fleet, significant cost reductions, and growth in the Final Mile division, demonstrating strategic progress and operational improvements. However, the call also acknowledged revenue declines across segments, particularly in intermodal and logistics, due to challenging market conditions and subseasonal demand.

Company Guidance -

Q3 2025

During the Hub Group's second-quarter 2025 earnings call, guidance highlighted a focus on strategic initiatives aimed at navigating a dynamic market environment. The company raised its cost reduction target from $40 million to $50 million, having already achieved the vast majority of the initial goal. Intermodal volume increased by 2% year-over-year, despite a 9% decline in revenue per load due to lower fuel and accessorial revenue. The acquisition of Marten Transport's refrigerated intermodal fleet is expected to be accretive, contributing $0.01 to $0.02 to fourth-quarter earnings. The Final Mile division is set to onboard $150 million in net new annualized revenue in the second half, which is anticipated to drive improvements in logistics revenue. The company projects full-year EPS to range between $1.80 and $2.05, with revenue between $3.6 billion and $3.8 billion, reflecting potential variability in peak season surcharges and the timing of new business awards.

Acquisition of Marten Transport's Refrigerated Intermodal Fleet

Hub Group acquired Marten Transport's refrigerated intermodal fleet, enhancing scale and capacity in a high-growth segment, with expected accretive value and synergy capture.

Cost Reduction Program Success

Initial $40 million cost reduction goal was met, leading to an increased target of $50 million in total cost reductions.

Final Mile Division Growth

Secured $150 million of net new annualized revenue in the Final Mile division, expected to onboard in Q3 and Q4, leading to significant business growth.

Improved Operating Margins

Operating margins improved with a 700 basis point increase in in-sourced drayage and a 43% reduction in empty repositioning costs year-over-year.

Strong Balance Sheet

Maintained a strong balance sheet with $164 million in cash and low net debt of $96 million, providing flexibility for further growth.

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
Oct 23, 2025	2025 (Q3)	0.51 / -	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 0.51.

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