Heartland Express Q4 revenue misses expectations, net loss widens
Overview
U.S. trucking firm's Q4 operating revenue missed analyst expectations
Company posted Q4 net loss of $19.4 mln, impacted by trade name impairment
Company repurchased $10.4 mln of common stock in 2025
Outlook
Heartland Express expects operational improvements throughout 2026 and beyond
Company anticipates meaningful industry improvements later in 2026
Heartland Express aims for a debt-free balance sheet by 2027
Result Drivers
TRADE NAME IMPAIRMENT - $19 mln impairment charge related to the CFI trade name impacted Q4 results
FLEET CONSOLIDATION - Co consolidated two largest fleets into Heartland Express, aiming for operational improvements
TECHNOLOGY INVESTMENTS - Investments in telematics and transportation management systems aimed at operational efficiency
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Operating revenue | Miss | $179.40 mln | $192.23 mln (3 Analysts) |
Q4 Net Income | Miss | -$19.40 mln | -$9.55 mln (2 Analysts) |
Q4 Basic EPS |
| -$0.25 |
|
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the ground freight & logistics peer group is "buy."
Wall Street's median 12-month price target for Heartland Express Inc is $9.00, about 16.4% below its February 2 closing price of $10.77
Press Release: ID:nGNXbYQjZy
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