Proficient Auto Logistics, Inc. (PAL)
NASDAQ:PAL
Want to see PAL full AI Analyst Report?
Earnings Data
Report Date
Aug 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.07Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflected a mixed picture: operational and macro headwinds produced a meaningful decline in adjusted EBITDA and pressured cash and leverage in Q1, while unit delivery growth, market share gains, debt reduction, share repurchases, disciplined capex, and guidance for sequential revenue improvement heading into Q2 provide offsetting positives. Management highlighted near-term supply tightening that could improve pricing and execution, but acknowledged ongoing challenges (fuel timing, regulatory pressure, driver attrition) that muted Q1 results.Company Guidance
Revenue and Unit Trends
Total operating revenue for Q1 2026 was $93.7 million, down 1.6% year-over-year, while total units delivered increased to 501,850, up 1.5% versus Q1 2025 — implying continued market share gains as industry SAAR was down ~5% year-over-year.
Market Share and Volume Resilience
Despite a weaker market (SAAR down ~5% vs. Q1 2025), Proficient delivered a unit increase of 1.5% in Q1, indicating relative market share gains during the period.
Adjusted EBITDA Guidance and Q2 Sequential Recovery
Adjusted EBITDA for Q1 was $4.5 million (down from $7.8M in Q1 2025); company forecasts Q2 revenue of $105M–$110M (meaningful sequential increase) with adjusted EBITDA margin for Q2 expected to be similar to last year's reported results (8%–10%).
Balance Sheet Actions
Company reduced total debt by $5.3 million during the quarter and repurchased 82,877 shares at an average price of $6.25; total common shares outstanding were 27.8 million, down <1% from year-end 2025.
Capital Discipline
Equipment capital expenditures for 2026 are expected to be less than $10 million versus $10.2 million for full-year 2025, reflecting disciplined CapEx given year-over-year softness and available capacity.
Operational and Strategic Positioning
Company is hiring aggressively to fill open trucks, pursuing disciplined new business and retention to support sustainable profitability, and reports a 'strong balance sheet position' while advancing margin expansion, market share gains and acquisition strategy.
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 |
|---|---|---|---|
May 07, 2026 | $7.34 | $5.95 | -18.94% |
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% |
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 Aug 07, 2026, Before Open (Confirmed).
What is Proficient Auto Logistics, Inc. (PAL) earnings time?
Proficient Auto Logistics, Inc. (PAL) earnings time is at Aug 07, 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 (Q2) is 0.07.