Full-Time
Posted on 7/8/2025
Multimodal transportation solutions provider
$0 - $79k/yr
Fontana, CA, USA
In Person
| , |
Hub Group provides customized multimodal transportation and logistics services to manage and improve customers' supply chains. It combines an asset-backed network with proprietary technology to optimize networks across modes and coordinate shipments with a single point of contact, delivering an end-to-end logistics solution. It differentiates itself with a large asset base (containers, drivers, trailers, terminals), integrated technology, centralized management, and a focus on cost control, service, visibility, and sustainability, plus deep supply-chain analytics. Its goal is to help customers gain better control over costs and service, achieve clear visibility, and reach their unique business goals through a scalable, reliable logistics platform.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Oak Brook, Illinois
Founded
1971
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Hub Group shares have fallen 34% since February, when the logistics company announced it would delay its fourth-quarter earnings release to restate quarterly financial statements due to an error that understated purchased transportation costs and accounts payable. The company said the issue would not impact cash or operating cash flow. Despite the turmoil, Broad Bay Capital Management acquired 714,000 shares worth $30.42 million during the fourth quarter, representing roughly 3% of its assets under management, according to a February SEC filing. Hub Group, which provides transportation and logistics management services across North America, expects revenue around $3.7 billion, down from $3.9 billion previously. The company's shares trade at $34.81, underperforming the S&P 500's 16% gain over the past year.
LPL Financial, the largest independent broker-dealer in the US, has demonstrated strong financial performance with a 2.9% trailing 12-month free cash flow margin. The company has achieved 30% annual revenue growth over the past two years, indicating significant market share gains. LPL's earnings per share grew 25.5% annually over five years, outpacing revenue growth and demonstrating highly profitable operations. The company's return on equity stands at 37.9%, reflecting management's ability to identify profitable investments. Boot Barn, a western-inspired apparel retailer, also shows promise with a 4.1% free cash flow margin. Same-store sales have averaged 4.8% growth over two years, with Wall Street forecasting 14.4% revenue growth for the next 12 months. Hub Group, an intermodal and logistics provider, faces headwinds with sales declining 9% annually over two years.
Hub Group's fair value sits at $45.67, whilst recent analyst price targets cluster between $47 and $55, reflecting mixed views on the logistics company's prospects. Bullish analysts are optimistic. Evercore ISI upgraded shares to Outperform with a $53 target, citing Hub Group's intermodal network position and strong free cash flow. Susquehanna raised its target to $55, highlighting truckload recovery potential, whilst Wolfe Research lifted its target to $50 on positive sector data. However, caution persists. TD Cowen maintained a Hold rating despite raising its target to $47, expressing concern over near-term industry outlook. JPMorgan kept its Neutral stance at $50, warning that seasonal pressures on truckload rates could prompt profit-taking. The company's revenue growth is projected at 4.82% with a net profit margin around 3.80%.
Wolf Popper LLP is investigating potential claims on behalf of Hub Group investors after the transportation and logistics company announced it would restate financial statements for the first three quarters of 2025. The restatement concerns an error that understated purchased transportation costs and accounts payable by $77 million. Hub Group, which generated $3.7 billion in revenues in 2025, disclosed the issue when announcing preliminary fourth quarter and full year results on 5 February 2026. Following the announcement, the company's stock price fell 18.3% to $41.96 per share on heavy trading volume. The law firm is inviting investors who suffered losses trading Hub Group common stock to discuss the investigation.
Hub Group, a logistics solutions provider, will report fourth-quarter earnings on Thursday after market close. Analysts expect revenues of $916.8 million, down 5.8% year on year, and adjusted earnings of $0.45 per share. Last quarter, Hub Group beat revenue expectations by 0.7%, reporting $934.5 million in revenues, though this represented a 5.3% year-on-year decline. Analysts have largely maintained their estimates over the past month. Among peers reporting Q4 results, United Parcel Service's revenues fell 3.2% whilst C.H. Robinson Worldwide's declined 6.5%. Hub Group shares have risen 14.5% over the past month, outperforming the transportation and logistics segment's 8.5% average gain. The stock currently trades at $50.57 against an average analyst price target of $48.