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Hub Group (HUBG) investor relations material

Hub Group Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary31 Jul, 2025

Executive summary

  • Q2 2025 revenue was $906 million, down 8% year-over-year, with adjusted EPS of $0.45 and net income of $25 million; margin improvement driven by cost controls and insurance savings.

  • Strategic actions included the acquisition of Marten Intermodal assets and a controlling interest in EASO, expanding cross-border and temperature-controlled capabilities.

  • Cost reduction initiatives raised the target to $50 million, with over half realized by Q2.

  • Robust cash flow and a strong balance sheet supported $29 million returned to shareholders via dividends and buybacks in the first half.

  • Ongoing investments in technology, fleet, and warehouse equipment position the company for long-term growth.

Financial highlights

  • Q2 2025 revenue was $906 million, down 8% year-over-year; adjusted operating income was $37 million (4.1% margin), and adjusted EBITDA was $85 million.

  • Adjusted EPS was $0.45, down from $0.47–$0.52 in Q2 2024; net income was $25 million.

  • Cash flow from operations was $132 million in H1 2025; capital expenditures totaled $30 million in H1 and $11 million in Q2.

  • Ended Q2 with $164 million in cash and net debt/adjusted EBITDA at 0.3x, well below the target range.

  • Purchased transportation and warehousing costs fell 10% year-over-year, improving as a percentage of revenue.

Outlook and guidance

  • Full-year 2025 EPS expected between $1.80 and $2.05; revenue guidance set at $3.6–$3.8 billion.

  • Capital expenditures projected at $40–$50 million, focused on technology and tractor replacements.

  • Effective tax rate projected at 24.5%.

  • Guidance midpoint lowered due to muted brokerage recovery and conservative surcharge assumptions; upside possible if new business ramps as planned.

  • Risks to outlook include inflation, consumer spending, transportation supply, and competitive pricing.

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Frequently asked questions

Hub Group Inc provides transportation management, logistics, and supply chain solutions across North America. Its services include intermodal, truck brokerage, dedicated trucking, and warehousing. The company serves retail, consumer goods, and industrial clients through an integrated platform supported by technology and owned assets. The company is headquartered in Oak Brook, Illinois, and its shares are listed on the NASDAQ.

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