Hub Group’s Q4 earnings meet estimates, revenue falls short

Published 06/02/2025, 22:16
Hub Group’s Q4 earnings meet estimates, revenue falls short

OAK BROOK, Ill. - Hub Group , Inc. (NASDAQ:HUBG) reported fourth quarter earnings that met analyst expectations, while revenue fell short of estimates. The company’s stock was flat following the release of its financial results and guidance for 2025.

The transportation management company reported adjusted earnings per share of $0.48 for the fourth quarter, in line with analyst estimates. Revenue for the quarter came in at $1 billion, slightly below the consensus estimate of $1.02 billion and down 1% from $985 million in the same quarter last year.

Hub Group’s intermodal volume grew 14% YoY in Q4, but this was offset by lower revenue per load and fuel revenue. The company’s Intermodal and Transportation Solutions (ITS) segment saw a 1% decline in revenue to $570 million, while the Logistics segment revenue fell 2% to $429 million.

For the full year 2024, Hub Group reported revenue of $3.95 billion, down 6% compared to $4.20 billion in 2023. Adjusted earnings per share for the year were $1.91.

Looking ahead, Hub Group provided guidance for 2025 that fell short of analyst expectations on the earnings front. The company expects full-year EPS to range from $1.90 to $2.40, compared to the consensus estimate of $2.31. Revenue is projected to be between $4.0 billion and $4.3 billion, in line with the analyst consensus of $4.16 billion.

"I am proud of the team’s performance in 2024 as our disciplined market approach resulted in Intermodal volume growth of 14% and ITS adjusted operating margin of 3.1% in the quarter, a 50-basis point improvement over Q4 2023," said Phil Yeager, Hub Group’s President, CEO and Vice Chairman.

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