Hub Group (HUBG) Investor presentation summary

Strategic rationale and growth impact

• Acquisition more than doubles the temperature-controlled fleet, making the company the second largest refrigerated intermodal provider in North America.

• Adds new commercial relationships and revenue streams, expanding reach in food and beverage end markets.

• Enables cross-selling opportunities and supports expansion into the Mexican refrigerated service market.

• Leverages existing intermodal network, rail contracts, and chassis agreements for operational synergies.

• Aligns with capital allocation strategy focused on growth, returns, and scale through targeted acquisitions.

Financial details and accretion

• Asset purchase includes approximately 1,200 refrigerated containers and customer contracts for $51.8M in cash.

• Transaction funded with equipment notes and expected to close late in Q3.

• Immediately accretive to Q4 2025 EPS and accretive to 2026 GAAP and cash EPS.

• Expected to enhance long-term returns on invested capital.

• Marten Intermodal generated $51.5M in revenue over the trailing twelve months ended June 30, 2025.

Operational and market positioning

• Refrigerated intermodal volume has outperformed during cyclical downturns, reflecting strong shipper demand.

• Refrigerated intermodal pricing and margin per load are higher than non-temperature-controlled equipment.

• Full refrigerated fleet is currently in service, supporting industry-leading growth.

• Acquisition builds on recent successful acquisitions, expanding service offerings and scale.

• Revenue mix for FY 2024 is 45% intermodal & transportation solutions and 55% logistics, totaling $4.0 billion.