Hub Group
Moves North American freight through intermodal, dedicated trucking, brokerage, fulfillment, and final-mile networks.
Something off on this page? Send us feedback.
Profile
Moves freight across North America through intermodal rail, dedicated trucking, and a logistics portfolio spanning managed transportation, brokerage, consolidation and fulfillment, and final-mile delivery. Revenue comes from a mix of company-operated equipment and purchased railroad, carrier, warehouse, and delivery capacity.
Combines intermodal rail and local drayage with dedicated trucking through Intermodal and Transportation Solutions, while Logistics provides managed transportation, truck brokerage, consolidation and fulfillment, and final-mile delivery. The network serves shippers across North America; a controlling interest in Mexico-based EASO supports domestic Mexican and cross-border freight, while acquired Marten intermodal assets expanded refrigerated-container capacity.
Coordinates door-to-door intermodal moves using company containers, railroad capacity, and a mix of company and third-party trucking. Logistics operations rely largely on contracted carriers, warehouse partners, and independent delivery providers, giving the model both asset-owned and outsourced capacity. Service execution draws on shipment tracking, mode selection, load planning, and network optimization. Intermodal operations depend on major North American railroads, and a large share of revenue comes from the ITS segment and major customers.
Company facts
Categories
Key statistics
Year to date −7.3% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Apr 15, 2026 | Raymond James | Target | $50 | $48 | ||
| Mar 26, 2026 | Evercore ISI | Target | $53 | $41 | ||
| Mar 26, 2026 | Wells Fargo | Downgrade | Overweight | Equal Weight | ||
| Feb 9, 2026 | Raymond James | Target | $40 | $50 | ||
| Feb 6, 2026 | Wells Fargo | Reiterate | Overweight | $47 | $55 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | $0.29 | $0.18 | −38.7% | $888.2M | $896.4M | +0.9% | +2.05% |
| Feb 5, 2026 | $0.39 | $0.48 | +23.1% | $915.9M | — | — | −18.25% |
| Oct 30, 2025Q3 FY25 | $0.49 | $0.49 | 0.0% | $918.4M | $934.5M | +1.8% | +3.86% |
| Jul 31, 2025Q2 FY25 | $0.44 | $0.45 | +2.3% | $952.4M | $905.6M | −4.9% | −4.05% |
Financial highlights
| 12 quarters | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | |
|---|---|---|---|---|---|---|---|
| Revenue | $986.5M | $986.9M | $973.5M | $915.2M | $905.6M | $934.5M | |
| Gross profit | $79.6M | $71.6M | $210.7M | $765.8M | $762.3M | $39.4M | |
| Operating income | $39.5M | $32.1M | $31.5M | $37.3M | $34.3M | $39.4M | |
| Net income | $29.0M | $23.6M | $24.4M | $26.8M | $25.2M | $28.6M | |
| Diluted EPS | $0.47 | $0.39 | $0.40 | $0.44 | $0.42 | $0.47 | |
| Gross margin | 8.1% | 7.3% | 21.6% | 83.7% | 84.2% | 4.2% | |
| Operating margin | 4.0% | 3.3% | 3.2% | 4.1% | 3.8% | 4.2% |
Fiscal years (4-quarter sums)FY20 $3.50B · FY21 $4.23B · FY22 $5.34B · FY23 $4.20B · FY24 $3.95B
Revenue by product · Q3 FY25
Revenue by geography · Q3 FY25
Balance sheet, Sep 30, 2025Cash & short-term investments $119.7M · Total debt $498.8M · Total assets $2.90B · Shareholders' equity $1.70B
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 5, 2026 | Jun 5 | Jun 17 | $0.125 | |
| Mar 13, 2026 | Mar 13 | Mar 25 | $0.125 | |
| Dec 5, 2025 | Dec 5 | Dec 17 | $0.125 | |
| Sep 12, 2025 | Sep 12 | Sep 24 | $0.125 | |
| Jun 23, 2025 | Jun 23 | Jun 30 | $0.125 | |
| Mar 18, 2025 | Mar 18 | Mar 28 | $0.125 | |
| Dec 6, 2024 | Dec 6 | Dec 20 | $0.125 | |
| Sep 6, 2024 | Sep 6 | Sep 25 | $0.125 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 60.58M · Float 58.79M · 97.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.55M | 15.77% | 13F | Aug 7, 2026 |
| Wellington Management Group LLP | 7.45M | 12.29% | 13F | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 4.12M | 6.80% | 13F | Aug 11, 2026 |
| Capital International Investors | 4.00M | 6.61% | 13F | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 3.53M | 5.83% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 11, 2025 | Gary Yablon | director | +4,566 | $43.74 |
| Dec 11, 2025 | Phillip D. Yeager | director, officer: President, CEO & Vice Chairman | −32,000 | $43.68 |
Peers
- J.B. Hunt
North America's largest intermodal and dedicated contract services provider.
- Schneider National
Truckload, intermodal, and logistics carrier across North America.
- C.H. Robinson Worldwide
North America's largest freight broker and managed-transport platform.
- RXO
Tech-enabled brokerage platform; North America's third-largest broker.
- Knight-Swift Transportation
North America's largest truckload carrier with intermodal and brokerage.
- Werner Enterprises
Dedicated and one-way truckload carrier with a non-asset logistics arm.
- Landstar System
Asset-light freight brokerage via independent agent and owner-operator net.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Hub Group | $39.61 | −0.01% | $2.40B | 29.5 | 37.0 | 0.9 | −1.0% |
| J.B. Hunt | $261.03 | −0.02% | $24.51B | 37.0 | 29.5 | 1.9 | +19.4% |
| Schneider National | $34.44 | −0.04% | $6.03B | 53.8 | 25.6 | 1.0 | +10.4% |
| C.H. Robinson Worldwide | $150.39 | −0.03% | $17.73B | 28.7 | 21.9 | 1.0 | +19.3% |
| RXO | $21.91 | +0.05% | $3.61B | — | 64.3 | 0.6 | +25.0% |
| Knight-Swift Transportation | $67.00 | −0.36% | $10.94B | 260.3 | 20.7 | 1.4 | +12.6% |
| Werner Enterprises | $38.42 | +0.03% | $2.30B | — | 22.2 | 0.7 | +24.0% |
| Landstar System | $192.28 | +6.81% | $6.11B | 46.6 | 26.4 | 1.2 | +18.2% |
| Median | 46.6 | 25.6 | 1.0 | +19.3% |