Hub Group, Inc.

NasdaqGS:HUBG Lagerbericht

Marktkapitalisierung: US$2.6b

Hub Group Management

Management Kriterienprüfungen 3/4

Hub Group CEO ist Phil Yeager , ernannt in Jul 2019, hat eine Amtszeit von 6.83 Jahren. Die jährliche Gesamtvergütung beträgt $3.96M , bestehend aus 21.4% Gehalt und 78.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.78% der Aktien des Unternehmens, im Wert von $20.64M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.8 Jahre bzw. 8 Jahre.

Wichtige Informationen

Phil Yeager

Geschäftsführender

US$4.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts21.44%
Amtszeit als Geschäftsführer6.8yrs
Eigentum des Geschäftsführers0.8%
Durchschnittliche Amtszeit des Managements2.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder8yrs

Jüngste Management Updates

Recent updates

Analyse-Update Apr 26

HUBG: Rail Merger And Free Cash Flow Will Offset Execution Concerns

The updated analyst price target for Hub Group edges lower by about $0.13 to roughly $42.73, as analysts weigh recent target cuts and downgrades alongside a few modest target increases and slightly revised assumptions on growth, margins, and future P/E. Analyst Commentary Recent research on Hub Group reflects a mixed view, with some analysts trimming targets and ratings while others make modest upward revisions to their estimates.
Analyse-Update Apr 10

HUBG: Rail Merger And Free Cash Flow Will Shape Balanced Outlook

Analysts have trimmed the Hub Group fair value estimate from $44.33 to $42.87. This reflects updated views on slightly softer revenue growth and profit margin assumptions, partially offset by modestly higher long term P/E expectations and mixed recent price target changes across the Street.
Seeking Alpha Apr 08

Hub Group: The Error That Broke The Buy Thesis (Rating Downgrade)

Summary Hub Group is downgraded to a sell due to ongoing EBITDA margin pressure and accounting uncertainty. An accounting issue understated accounts payable by $77 million, dropping adjusted EBITDA margin from 7.5% to 4.7%. Valuation is now fair only if the $77 million pressure is structural; upside exists only if this is a one-off event. Until Hub Group clarifies whether the EBITDA impact is ongoing or temporary, risk outweighs reward, and exiting the position is prudent. Read the full article on Seeking Alpha
Analyse-Update Mar 27

HUBG: Rail Merger And Free Cash Flow Will Support Forward Upside

Hub Group's updated analyst price target edges lower by about $1 to roughly $44, as analysts weigh mixed recent research that includes earlier target hikes tied to rail partnership benefits and trucking supply tightness, alongside more cautious downgrades and trims reflecting softer seasonality and industry uncertainty. Analyst Commentary Recent research on Hub Group offers a split picture, with some analysts highlighting upside tied to rail partnerships and supply driven improvements in trucking, while others focus on softer seasonality and ongoing uncertainty around freight demand and pricing.
Analyse-Update Mar 12

HUBG: Rail Merger Benefits And Buybacks Will Support Forward Upside

Analysts have raised their average price target on Hub Group to $45.67, reflecting updated views on intermodal volumes, potential benefits from proposed rail mergers, and a series of recent target changes across major firms. Analyst Commentary Recent research on Hub Group has been mixed, with several firms lifting price targets and a couple of fresh downgrades reminding investors that execution and industry conditions remain key swing factors.
Analyse-Update Feb 26

HUBG: Rail Tie Up And Buybacks Will Shape Cautious Forward Outlook

Our updated analyst price target for Hub Group, now set at $45.67, reflects a balanced reading of recent research where several firms raised targets based on expectations around intermodal trends, rail partnership benefits and truckload supply tightening, while others turned more cautious on valuation and near term industry headwinds. Analyst Commentary Recent research on Hub Group splits into two clear camps, with some analysts becoming more constructive on the company’s position in intermodal and truckload, while others are dialing back enthusiasm on valuation and industry cyclicality.
Analyse-Update Feb 11

HUBG: Rail Tie Up And Buybacks Will Underpin Cautious Future Upside

Our fair value estimate for Hub Group has been adjusted from $48.00 to $45.67 as analysts factor in higher discount rates, slightly lower profit margins, and a modestly reduced future P/E multiple, even as several firms lift their price targets on expectations for intermodal and truckload improvement and potential benefits from the proposed Union Pacific and Norfolk Southern rail tie up. Analyst Commentary Recent Street research on Hub Group reflects a mixed setup, with several firms lifting price targets or ratings while others turn more cautious, often on timing and sustainability of any freight upturn rather than the company’s basic positioning.
Neue Analyse Feb 10

Intermodal Service Strength And Productivity Gains Will Support A Bullish Long Term Outlook

Catalysts About Hub Group Hub Group provides intermodal, dedicated trucking and logistics services across North America to help shippers manage and move freight efficiently. What are the underlying business or industry changes driving this perspective?
Analyse-Update Jan 27

HUBG: Rail Tie Up And Free Cash Flow Will Support Measured Upside

Analysts have lifted their price targets and fair value estimate for Hub Group to about $48 per share, citing improved intermodal prospects, potential benefits from the proposed Union Pacific and Norfolk Southern rail tie up, and solid free cash flow alongside a valuation they still view as discounted. Analyst Commentary Recent research updates on Hub Group cluster around a higher fair value range, with most firms lifting price targets into the high $40s to mid $50s and several shifting to more constructive ratings.
Analyse-Update Jan 12

HUBG: Gradual Truckload Recovery Will Meet Cautious Guidance And Fair Valuation

Narrative Update The analyst price target for Hub Group has moved higher by about US$3 to US$4 per share, as analysts factor in updated views on a gradual truckload recovery, tighter valuation frameworks, and modest adjustments to long term growth, profitability, and P/E assumptions. Analyst Commentary Recent research on Hub Group points to a mix of cautious optimism and ongoing concerns, with higher price targets reflecting updated views on truckload conditions, valuation frameworks, and the need for clearer improvement in fundamentals.
Analyse-Update Dec 26

HUBG: Soft Freight Conditions Will Meet Gradual Margin And Guidance Improvement

Analysts have nudged their blended price target for Hub Group modestly higher, with fair value rising by roughly $0.50 per share to about $41.30. Slightly better long term margin and valuation assumptions outweighed cautious revenue growth expectations amid weak industrial demand and oversupplied transport markets.
Analyse-Update Dec 12

HUBG: Cautious Freight Backdrop Will Meet Gradual Earnings And Guidance Recovery

Analysts have nudged their price target on Hub Group modestly higher to approximately $40.82 from about $39.94, citing slightly improved long term growth and profitability assumptions, even as they point to ongoing industry oversupply and only gradually improving fundamentals. Analyst Commentary Recent Street research reflects a mixed but generally cautious stance on Hub Group, with modest price target revisions that capture both incremental optimism on execution and lingering concerns around the broader freight backdrop.
Analyseartikel Nov 27

Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125

Hub Group, Inc. ( NASDAQ:HUBG ) has announced that it will pay a dividend of $0.125 per share on the 17th of December...
Analyseartikel Nov 02

Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report

Investors in Hub Group, Inc. ( NASDAQ:HUBG ) had a good week, as its shares rose 3.4% to close at US$36.83 following...
Analyseartikel Sep 23

Be Wary Of Hub Group (NASDAQ:HUBG) And Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Analyseartikel Sep 05

Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125

Hub Group, Inc.'s ( NASDAQ:HUBG ) investors are due to receive a payment of $0.125 per share on 24th of September. This...
Analyseartikel Jul 02

An Intrinsic Calculation For Hub Group, Inc. (NASDAQ:HUBG) Suggests It's 35% Undervalued

Key Insights Hub Group's estimated fair value is US$53.95 based on 2 Stage Free Cash Flow to Equity Current share price...
Analyseartikel Jun 16

Returns On Capital Signal Tricky Times Ahead For Hub Group (NASDAQ:HUBG)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyseartikel May 28

At US$34.23, Is Hub Group, Inc. (NASDAQ:HUBG) Worth Looking At Closely?

Hub Group, Inc. ( NASDAQ:HUBG ), is not the largest company out there, but it received a lot of attention from a...
Analyseartikel May 13

Hub Group, Inc. Just Missed Revenue By 5.0%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Hub Group, Inc. ( NASDAQ:HUBG ) shareholders, with its shares surging 11% to US$35.84...
Seeking Alpha Apr 16

Hub Group: Uncertainty For A Fragile Market

Summary Hub Group, Inc.'s stock has declined over 30% due to overcapacity in logistics and trade tensions impacting demand, leading to reduced price targets. The company reported $3.95 billion in sales, missing estimates, and faces margin pressures from economic uncertainties and trade policies. 2025 guidance reflects uncertainty with a wide range for sales and EPS, highlighting the challenging macroeconomic environment. Despite maintaining a buy rating for HUBG stock, I acknowledge the high risks and potential for future downgrades if recovery plans are insufficient. Read the full article on Seeking Alpha
Analyseartikel Apr 15

Investors Appear Satisfied With Hub Group, Inc.'s (NASDAQ:HUBG) Prospects

Hub Group, Inc.'s ( NASDAQ:HUBG ) price-to-earnings (or "P/E") ratio of 19.8x might make it look like a sell right now...
Analyseartikel Mar 31

Is There An Opportunity With Hub Group, Inc.'s (NASDAQ:HUBG) 47% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Hub Group fair value estimate is US$70.25 Hub Group's US$37.13...
Analyseartikel Mar 10

Hub Group (NASDAQ:HUBG) Has Affirmed Its Dividend Of $0.125

Hub Group, Inc. ( NASDAQ:HUBG ) will pay a dividend of $0.125 on the 28th of March. Including this payment, the...
Analyseartikel Feb 27

Capital Allocation Trends At Hub Group (NASDAQ:HUBG) Aren't Ideal

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analyseartikel Feb 12

Is Now The Time To Look At Buying Hub Group, Inc. (NASDAQ:HUBG)?

Hub Group, Inc. ( NASDAQ:HUBG ), is not the largest company out there, but it saw significant share price movement...
Analyseartikel Dec 17

Hub Group (NASDAQ:HUBG) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Dec 02

Shareholders Should Be Pleased With Hub Group, Inc.'s (NASDAQ:HUBG) Price

With a price-to-earnings (or "P/E") ratio of 29.2x Hub Group, Inc. ( NASDAQ:HUBG ) may be sending bearish signals at...
Analyseartikel Nov 16

Hub Group (NASDAQ:HUBG) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Oct 17

Should You Think About Buying Hub Group, Inc. (NASDAQ:HUBG) Now?

While Hub Group, Inc. ( NASDAQ:HUBG ) might not have the largest market cap around , it saw significant share price...
User avatar
Neue Analyse Sep 09

Strategic Moves And Market Dynamics Set To Propel Logistics Leader's Growth And Margins

Integration of acquisitions and new customer site onboarding in logistics services are expected to drive revenue growth and improve net margins.
Seeking Alpha Aug 30

Hub Group: Why I Am Cutting My Stock Price Target By 10%

Summary Hub Group faces a challenging demand environment, but LTL business growth and cost reductions provide some upside potential. Q2 revenues declined, with operating income dropping 36%, reflecting tough macroeconomic conditions and margin contraction. Revised EPS guidance is slightly lower, but Hub Group's low leverage and potential for intermodal growth offer some optimism. Despite a 10% lower price target, I maintain a buy rating due to cost control, low leverage, and potential 2025 upside. Read the full article on Seeking Alpha
Analyseartikel Aug 19

Are Investors Undervaluing Hub Group, Inc. (NASDAQ:HUBG) By 32%?

Key Insights The projected fair value for Hub Group is US$63.54 based on 2 Stage Free Cash Flow to Equity Hub Group is...
Analyseartikel Jul 29

Hub Group (NASDAQ:HUBG) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Jul 13

Returns On Capital At Hub Group (NASDAQ:HUBG) Paint A Concerning Picture

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Analyseartikel May 21

Market Participants Recognise Hub Group, Inc.'s (NASDAQ:HUBG) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha May 17

Is Hub Group Stock A Buy Despite The Freight Recession?

Summary Hub Group, Inc.'s Q1 2024 earnings show a freight recession with declining revenues and operating income margin. The company is focused on managing costs and shifting truck loads to intermodal to improve business performance. Despite the current challenges, there is a compelling investment case for Hub Group, with potential upside in 2025 and beyond. Read the full article on Seeking Alpha
Analyseartikel May 05

Should You Investigate Hub Group, Inc. (NASDAQ:HUBG) At US$42.54?

Hub Group, Inc. ( NASDAQ:HUBG ), is not the largest company out there, but it saw significant share price movement...
Analyseartikel Apr 19

Hub Group, Inc.'s (NASDAQ:HUBG) Intrinsic Value Is Potentially 51% Above Its Share Price

Key Insights The projected fair value for Hub Group is US$58.46 based on 2 Stage Free Cash Flow to Equity Hub Group's...
Analyseartikel Mar 01

Hub Group (NASDAQ:HUBG) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Feb 14

Hub Group (NASDAQ:HUBG) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Analyseartikel Jan 30

Investors Don't See Light At End Of Hub Group, Inc.'s (NASDAQ:HUBG) Tunnel

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Analyseartikel Jan 08

Is Now An Opportune Moment To Examine Hub Group, Inc. (NASDAQ:HUBG)?

Hub Group, Inc. ( NASDAQ:HUBG ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Phil Yeager im Vergleich zu den Einnahmen von Hub Group verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Sep 30 2025n/an/a

US$105m

Jun 30 2025n/an/a

US$100m

Mar 31 2025n/an/a

US$104m

Dec 31 2024US$4mUS$850k

US$104m

Sep 30 2024n/an/a

US$108m

Jun 30 2024n/an/a

US$115m

Mar 31 2024n/an/a

US$133m

Dec 31 2023US$3mUS$750k

US$168m

Sep 30 2023n/an/a

US$218m

Jun 30 2023n/an/a

US$275m

Mar 31 2023n/an/a

US$331m

Dec 31 2022US$4mUS$633k

US$357m

Sep 30 2022n/an/a

US$362m

Jun 30 2022n/an/a

US$318m

Mar 31 2022n/an/a

US$242m

Dec 31 2021US$3mUS$575k

US$171m

Sep 30 2021n/an/a

US$110m

Jun 30 2021n/an/a

US$91m

Mar 31 2021n/an/a

US$78m

Dec 31 2020US$1mUS$544k

US$74m

Sep 30 2020n/an/a

US$79m

Jun 30 2020n/an/a

US$80m

Mar 31 2020n/an/a

US$97m

Dec 31 2019US$1mUS$475k

US$107m

Vergütung im Vergleich zum Markt: PhilDie Gesamtvergütung ($USD3.96M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD7.13M).

Entschädigung vs. Einkommen: PhilDie Bezüge der Mitarbeiter sind um mehr als 20 % gestiegen, während die Unternehmensgewinne im vergangenen Jahr um mehr als 20 % gesunken sind.


Geschäftsführer

Phil Yeager (37 yo)

6.8yrs
Amtszeit
US$3,964,450
Vergütung

Mr. Phillip D. Yeager, also known as Phil, has been President of Hub Group, Inc. since July 1, 2019 and serves as its Chief Executive Officer and Director since 1, January 2023 and served as its Chief Oper...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
David Yeager
Executive Chairman17.5yrsUS$3.01m1.46%
$ 38.6m
Phillip Yeager
President6.8yrsUS$3.96m0.78%
$ 20.6m
Kevin Beth
Executive VP2.3yrsUS$1.12m0.13%
$ 3.5m
Brian Meents
Executive VP & COO1.5yrskeine Daten0.066%
$ 1.8m
Dennis Mathews
Chief Accounting Officerless than a yearkeine Datenkeine Daten
Dhruv Bansal
Executive VP & Chief Information Officer4.2yrskeine Daten0.077%
$ 2.0m
Garrett Holland
Senior VP of Investor Relations1yrkeine Datenkeine Daten
Eric Braun
EVP, Chief Legal Officer & Company Secretaryless than a yearkeine Daten0.041%
$ 1.1m
Michael Daly
Senior Vice President of Corporate Development & Strategy4.3yrskeine Datenkeine Daten
Carmen Smith
Executive VP & Chief Human Resources Officer1.3yrskeine Datenkeine Daten
Matthew Yeager
Executive Vice President of Procurement7.3yrskeine Daten0.018%
$ 479.3k
Chris Hoffmeister
Executive Vice President of Brokerage & Chief Commercial Officer7.3yrskeine Datenkeine Daten
2.8yrs
Durchschnittliche Betriebszugehörigkeit
49yo
Durchschnittliches Alter

Erfahrenes Management: HUBGDas Führungsteam des Unternehmens gilt als erfahren (2.8 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
David Yeager
Executive Chairman17.5yrsUS$3.01m1.46%
$ 38.6m
Phillip Yeager
President3.3yrsUS$3.96m0.78%
$ 20.6m
Martin Slark
Independent Director30.3yrsUS$300.09k0.40%
$ 10.5m
Michael Flannery
Independent Director4.1yrsUS$300.09k0.035%
$ 921.6k
James Kenny
Independent Director10yrsUS$300.09k0.10%
$ 2.7m
Peter McNitt
Lead Independent Director9yrsUS$300.09k0.081%
$ 2.1m
Mary Boosalis
Independent Director8yrsUS$300.09k0.088%
$ 2.3m
Gary Yablon
Independent Director4yrsUS$300.09k0.061%
$ 1.6m
Jenell Ross
Independent Director6yrsUS$300.09k0.046%
$ 1.2m
8.0yrs
Durchschnittliche Betriebszugehörigkeit
70yo
Durchschnittliches Alter

Erfahrener Vorstand: HUBGDie Vorstandsmitglieder gelten als erfahren (8 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 07:36
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2025/09/30
Jährliche Einnahmen2024/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Hub Group, Inc. wird von 32 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays