Forward Air (FWRD) Resumen de Acciones
Forward Air Corporation, junto con sus filiales, opera como empresa de transporte de mercancías y logística de activos ligeros en Estados Unidos, México, Europa, Asia y Canadá. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 2/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
FWRD Community Fair Values
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Analyst Price Targets
Competidores de Forward Air Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$16.63 |
| Máximo en las últimas 52 semanas | US$31.18 |
| Mínimo de 52 semanas | US$7.86 |
| Beta | 1.39 |
| Cambio en 1 mes | -12.29% |
| Variación en 3 meses | 22.46% |
| Cambio de 1 año | -43.34% |
| Variación en 3 años | -75.95% |
| Variación en 5 años | -80.04% |
| Variación desde la OPV | 367.72% |
Noticias y actualizaciones recientes
Actualización de narrativa • Sep 04
FWRD: Customer Contract Progress And 2027 Focus Will Drive Upside
Analysts have lifted their fair value estimate for Forward Air from $17 to $27, citing higher long-term price targets of approximately $29 and $19, as well as increased confidence in contract retention and the company’s positioning in the current freight market. Analyst Commentary on Forward Air Recent research updates on Forward Air focus on contract retention, valuation timeframes, and how the company is positioned in the current freight market.Seeking Alpha • Aug 25
Forward Air: Undervalued, But Lack Of Profitability May Dampen Growth
Summary Forward Air is rated a hold despite being significantly undervalued due to persistent net losses and profitability concerns. Management expects to retain 50–75% of a $250 million customer contract, potentially adding $125–$187.5 million in revenue in FY 2026. FWRD’s net leverage ratio improved to 5.2x, with further deleveraging planned via divestiture of the intermodal segment to reduce debt. Revenue growth and valuation upside hinge on successful customer retention and conversion of MOU commitments into realized sales. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 20
FWRD: Contract Extension And Amazon Optionality Will Support Future Share Recovery
Analysts have raised their price targets on Forward Air, increasing the average fair value estimate from about $18.33 to $28.00. They cite improved visibility on a key customer contract and the adoption of a longer term 2027 valuation framework in what they view as a supply-led freight market.
Actualización de narrativa • Aug 06
FWRD: Contract Win And Extended Term Will Drive Future Upside
Forward Air's analyst price target has been revised upward by $7, with analysts pointing to improved visibility on retaining a significant portion of high margin contract logistics business and an extended customer agreement as key supports for the new view. Analyst Commentary on Forward Air Recent research suggests that bullish analysts see the latest contract update as a key support for Forward Air.Recent updates
Actualización de narrativa • Sep 04
FWRD: Customer Contract Progress And 2027 Focus Will Drive Upside
Analysts have lifted their fair value estimate for Forward Air from $17 to $27, citing higher long-term price targets of approximately $29 and $19, as well as increased confidence in contract retention and the company’s positioning in the current freight market. Analyst Commentary on Forward Air Recent research updates on Forward Air focus on contract retention, valuation timeframes, and how the company is positioned in the current freight market.Seeking Alpha • Aug 25
Forward Air: Undervalued, But Lack Of Profitability May Dampen Growth
Summary Forward Air is rated a hold despite being significantly undervalued due to persistent net losses and profitability concerns. Management expects to retain 50–75% of a $250 million customer contract, potentially adding $125–$187.5 million in revenue in FY 2026. FWRD’s net leverage ratio improved to 5.2x, with further deleveraging planned via divestiture of the intermodal segment to reduce debt. Revenue growth and valuation upside hinge on successful customer retention and conversion of MOU commitments into realized sales. Read the full article on Seeking AlphaActualización de narrativa • Aug 20
FWRD: Contract Extension And Amazon Optionality Will Support Future Share Recovery
Analysts have raised their price targets on Forward Air, increasing the average fair value estimate from about $18.33 to $28.00. They cite improved visibility on a key customer contract and the adoption of a longer term 2027 valuation framework in what they view as a supply-led freight market.Actualización de narrativa • Aug 06
FWRD: Contract Win And Extended Term Will Drive Future Upside
Forward Air's analyst price target has been revised upward by $7, with analysts pointing to improved visibility on retaining a significant portion of high margin contract logistics business and an extended customer agreement as key supports for the new view. Analyst Commentary on Forward Air Recent research suggests that bullish analysts see the latest contract update as a key support for Forward Air.Actualización de narrativa • Jul 09
FWRD: Cost Discipline And Amazon Partnership Optionality Will Drive Future Share Recovery
Forward Air's updated analyst price target has shifted lower by $15.67 to $18.33, as analysts adjust their assumptions around revenue growth, profit margins, and future P/E following recent research updates from firms that reduced their targets on the stock. Analyst Commentary Recent research updates on Forward Air reflect a more cautious stance from Wall Street, with price targets moving lower as analysts revisit their expectations for revenue, margins, and the appropriate P/E multiple for the stock.Actualización de narrativa • Jun 25
FWRD: Amazon Partnership Potential And 2026 EBITDA Multiple Will Drive Upside
Analysts have reset their price target on Forward Air to $17 from $30, citing updated assumptions for slower revenue growth, slightly lower profit margins, a higher discount rate, and a lower future P/E multiple. Analyst Commentary Recent research on Forward Air points to a more cautious tone, with several bearish analysts resetting expectations and highlighting risks around growth, profitability, and valuation.Actualización de narrativa • Jun 10
FWRD: Execution On Margins And P/E Assumptions Will Drive Future Upside
Analysts have trimmed their blended price target for Forward Air, citing recent cuts from firms that now see the stock warranting a lower valuation in light of updated assumptions on growth, margins, and future P/E levels. Analyst Commentary Recent research updates show that some bullish analysts still see room for Forward Air to execute on its plans even as official price targets are trimmed.Actualización de narrativa • May 27
FWRD: Higher Discount Rate And Profit Margin Assumptions Will Drive Future Upside
Analysts have reduced their price targets for Forward Air by $23, citing updated assumptions around a fair value of $20.00, a higher discount rate of 12.46%, revised revenue growth of 4.63%, a profit margin of 5.08%, and a future P/E of 6.75. Analyst Commentary Recent research points to a more cautious stance around valuation for Forward Air, with price targets adjusted to reflect updated assumptions on discount rates, revenue growth, profit margins, and future P/E.Actualización de narrativa • May 01
FWRD: Strategic Review Outcome And 2026 EBITDA Multiple Will Drive Upside Potential
Analysts have trimmed their price targets on Forward Air, with recent Street research pointing to modest adjustments tied to an ongoing company review and updated views on earnings potential, including references to the shares trading around 8.5x 2026E EBITDA and perceived value at current levels. Analyst Commentary Recent research has highlighted that some bearish analysts are trimming expectations on Forward Air, pointing to a mix of company specific review outcomes and updated earnings assumptions.Actualización de narrativa • Apr 16
FWRD: Strategic Review And 2026 EBITDA Multiple Will Shape Upside Potential
Narrative update on Forward Air The analyst price target for Forward Air has been trimmed by $1, as analysts factor in updated expectations for revenue growth, profit margins, and forward P/E, while still pointing to perceived value based on the company's current EBITDA multiple and ongoing review process. Analyst Commentary Recent research moves show that some bearish analysts are trimming expectations for Forward Air, with price targets reduced by about $1 in one case and to $42 from $45 in another.Actualización de narrativa • Feb 12
FWRD: Fair Value View Will Highlight Refined Pricing Versus Execution Risk
Analysts have raised their price target on Forward Air by $2, citing updated assumptions around revenue growth, profit margin, discount rate, and future P/E that modestly refine their view of the stock's risk and earnings profile. Analyst Commentary Bearish analysts are treating the updated price target, including the recent US$2 adjustment, as a fine tuning of risk rather than a strong endorsement of the current setup.Artículo de análisis • Feb 07
Forward Air's (NASDAQ:FWRD) Returns On Capital Not Reflecting Well On The Business
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Actualización de narrativa • Jan 25
FWRD: Fair Value View Will Weigh Modest Upside Against Execution Risks
Analysts have raised their price target on Forward Air by $2, citing updated assumptions that include modestly higher revenue growth, slightly improved profit margins, and a marginally lower future P/E multiple in their models. Analyst Commentary While the latest price target move reflects refreshed modeling assumptions, some bearish analysts remain cautious and are using this update to highlight ongoing risks around execution, profitability, and valuation.Actualización de narrativa • Jan 10
FWRD: Fair Value View Balances PE Deal Setback And Future Returns
Analysts have adjusted their price target on Forward Air to US$30.00, reflecting updated assumptions for slightly lower revenue growth, a largely unchanged profit margin outlook, and a marginally higher future P/E multiple. What's in the News Axios Pro reported that no private equity deal for Forward Air is imminent, and shares traded at US$17.05 in Monday afternoon trading, down US$3.09 or 15% (Axios Pro).Actualización de narrativa • Dec 25
FWRD: Higher Required Returns Will Eventually Reward Patient Shareholders
Analysts have trimmed their price target on Forward Air from 32 dollars to 30 dollars, reflecting slightly higher discount rate assumptions, a modestly reduced profit margin outlook, and lower expected future valuation multiples, despite a small uplift in projected revenue growth. What's in the News Forward Air shares fell about 15%, dropping 3.09 dollars to 17.05 dollars after an Axios Pro report indicated no private equity deal is imminent (Axios Pro) The company reported no share repurchases between July 1, 2025 and September 30, 2025, leaving this tranche of its buyback program inactive during the quarter (company filing) Under its February 7, 2019 share repurchase authorization, Forward Air has cumulatively bought back 3,651,380 shares, or 13.39% of its outstanding stock, for a total of 302.47 million dollars (company filing) Valuation Changes The fair value estimate has been reduced modestly from 32 dollars to 30 dollars per share, a cut of about 6 percent.Actualización de narrativa • Dec 11
FWRD: Stable Margins And Buyback Support Will Drive Future Share Price Recovery
Analysts have nudged their price target on Forward Air slightly higher to reflect stable fair value at $34.00, modestly improved long term profit margin expectations, and only minor adjustments to forecast growth and earnings multiples. What's in the News Forward Air shares dropped about 15% to $17.05 after an Axios Pro report indicated that a private equity deal for the company is not imminent (Axios Pro) The company reported no share repurchases between July 1, 2025 and September 30, 2025, despite having an authorized buyback program (company filing) Forward Air has completed repurchasing 3,651,380 shares, representing 13.39% of its outstanding shares, for a total of $302.47 million under the buyback program announced on February 7, 2019 (company filing) Valuation Changes Fair Value Estimate, unchanged at $34.00 per share, indicating no revision to the core valuation anchor.Artículo de análisis • Dec 02
Revenues Tell The Story For Forward Air Corporation (NASDAQ:FWRD) As Its Stock Soars 29%
Those holding Forward Air Corporation ( NASDAQ:FWRD ) shares would be relieved that the share price has rebounded 29...Actualización de narrativa • Nov 27
FWRD: Profit Margin Recovery Will Set Stage For Share Price Bounce
Analysts have updated their price target for Forward Air, maintaining it at $34.00 per share. They noted modest adjustments to key financial projections, reflecting recalibrated revenue growth and future profit margin expectations.Artículo de análisis • Nov 10
These 4 Measures Indicate That Forward Air (NASDAQ:FWRD) Is Using Debt In A Risky Way
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Nov 07
FWRD: Share Buyback And Margin Reset Will Drive Rebound
Analysts have lowered their price target for Forward Air from $36.67 to $34.00. They cited shifts in profit margin expectations and updated valuation models as the reasons for this adjustment.Artículo de análisis • Oct 14
It's Down 26% But Forward Air Corporation (NASDAQ:FWRD) Could Be Riskier Than It Looks
Forward Air Corporation ( NASDAQ:FWRD ) shares have had a horrible month, losing 26% after a relatively good period...Artículo de análisis • Aug 22
Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Artículo de análisis • Jul 24
Here's Why Forward Air (NASDAQ:FWRD) Is Weighed Down By Its Debt Load
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Jun 20
The Market Lifts Forward Air Corporation (NASDAQ:FWRD) Shares 34% But It Can Do More
Forward Air Corporation ( NASDAQ:FWRD ) shares have had a really impressive month, gaining 34% after a shaky period...Nueva narrativa • May 29
Technology And Integration Will Drive Global Logistics Expansion
Integration of diverse logistics services, global expansion, and strategic cross-selling position Forward Air for substantial long-term growth.Seeking Alpha • Mar 23
Forward Air: Still Not Ready To Move Forward
Summary Forward Air faces significant financial challenges due to high debt from the Omni Logistics acquisition, with shares plummeting and net debt increasing. Despite some sequential improvements, the company's high-interest expenses and uncertain 2025 outlook make the investment highly risky. The company's leverage ratio is dangerously close to covenant limits, exacerbating financial instability amidst a slowing economy. Given the high uncertainties and potential rewards, I remain cautious and see no compelling risk-reward for investing in Forward Air. Read the full article on Seeking AlphaArtículo de análisis • Feb 03
Forward Air (NASDAQ:FWRD) Could Be Struggling To Allocate Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Artículo de análisis • Jan 01
Forward Air (NASDAQ:FWRD) Use Of Debt Could Be Considered Risky
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Dec 17
Forward Air: Issues Remain And Valuation Is Stretched (Rating Downgrade)
Summary Forward Air's stock downgraded to sell due to underwhelming results, high financial risks, and tight debt covenants, with a new target price of $22 per share. The Omni merger has failed to meet pro forma EBITDA and cost-saving expectations, highlighting poor execution and inflated valuation multiples. Leverage and debt profile pose significant risks, with the company nearing covenant breaches and needing substantial recovery to avoid financial distress. Valuation multiple is overly generous; a fair multiple adjustment implies a 40% overvaluation, reflecting the high risk of missing future estimates. Read the full article on Seeking AlphaArtículo de análisis • Dec 06
Not Many Are Piling Into Forward Air Corporation (NASDAQ:FWRD) Just Yet
There wouldn't be many who think Forward Air Corporation's ( NASDAQ:FWRD ) price-to-sales (or "P/S") ratio of 0.4x is...Artículo de análisis • Oct 02
Forward Air (NASDAQ:FWRD) Could Be Struggling To Allocate Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Oct 01
Forward Air: Making Some Progress After A Considerable Mess
Summary Forward Air Corporation's acquisition of Omni Logistics led to significant debt and operating losses, causing a sharp decline in share price and investor confidence. New management has made strides, improving EBITDA and addressing leverage concerns, though the freight market remains soft and earnings are still under pressure. Despite improvements, the company's financial situation remains precarious, with net debt exceeding equity valuation and realistic earnings not yet viable. While the risk-reward ratio has improved, I remain cautious and see no need to take a heroic stance on Forward Air shares. Read the full article on Seeking AlphaArtículo de análisis • Aug 27
Forward Air Corporation (NASDAQ:FWRD) Stock Rockets 27% But Many Are Still Ignoring The Company
Forward Air Corporation ( NASDAQ:FWRD ) shares have continued their recent momentum with a 27% gain in the last month...Seeking Alpha • Jul 21
Forward Air: Freight Recession And Omni Drama Do Not Make The Stock Appealing
Summary Forward Air provides expedited less-than-truckload, full truckload, intermodal, and final mile solutions with extensive coverage across the US, Canada, and Mexico. The company's stock has plummeted due to a freight recession, the acquisition of Omni, ongoing litigation, and disappointing financial results. Analysts are expecting a revenue of $651.4 million and a loss of $0.21 per share for Forward Air's Q2 earnings, with a track record of missing estimates. Read the full article on Seeking AlphaSeeking Alpha • May 06
Forward Air: A Show-Me Story That Could Unveil Upside Potential (Rating Upgrade)
Summary Forward Air and Omni completed their merger, but the stock has since declined by 55%. The company experienced leadership changes and stopped issuing guidance, leading to a continued decline in stock price. FWRD stock is now trading to a multiple below 3.5x, compared to previous levels above the sector average of 4.8x. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Forward Air And Its Real Value
Summary Forward Air Corp. has acquired Omni Logistics, leading to concerns about debt and loss of ownership control for shareholders. The company's growth has declined due to supply chain issues and reduced consumer spending. Forward Air is positioned well in the LTL industry and has potential for long-term growth if the merger is successful. Read the full article on Seeking AlphaRentabilidad de los accionistas
| FWRD | US Logistics | Mercado US | |
|---|---|---|---|
| 7D | -7.0% | -1.6% | -0.9% |
| 1Y | -43.3% | 24.5% | 14.2% |
Rentabilidad vs. Industria: Los resultados de FWRD fueron inferiores a los de la industria US Logistics, que obtuvo un rendimiento del 24.5% el año pasado.
Rentabilidad vs. Mercado: FWRD obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.2% el año pasado.
Volatilidad de los precios
| FWRD volatility | |
|---|---|
| FWRD Average Weekly Movement | 11.4% |
| Logistics Industry Average Movement | 7.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de FWRD ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de FWRD(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1981 | 6,209 | Shawn Stewart | www.forwardair.com |
Forward Air Corporation, junto con sus filiales, opera como empresa de transporte de mercancías y logística de activos ligeros en Estados Unidos, México, Europa, Asia y Canadá. La empresa opera a través de tres segmentos: Expedited Freight, Omni Logistics e Intermodal. Su segmento Expedited Freight ofrece servicios expeditos regionales, interregionales y nacionales de carga inferior a camión; servicios locales de recogida y entrega; y otros servicios, que incluyen la consolidación y desconsolidación de envíos, el almacenamiento, el corretaje de aduanas y otras manipulaciones.
Resumen de fundamentos de Forward Air Corporation
| Estadísticas fundamentales de FWRD | |
|---|---|
| Capitalización bursátil | US$561.78m |
| Beneficios(TTM) | -US$284.12m |
| Ingresos (TTM) | US$2.52b |
0.2x
Ratio precio-ventas (PS)-2.0x
Ratio precio-beneficio (PE)¿Está FWRD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FWRD | |
|---|---|
| Ingresos | US$2.52b |
| Coste de los ingresos | US$1.98b |
| Beneficio bruto | US$541.14m |
| Otros gastos | US$825.26m |
| Beneficios | -US$284.12m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -8.41 |
| Margen bruto | 21.49% |
| Margen de beneficio neto | -11.28% |
| Ratio deuda/patrimonio | -1,380.4% |
¿Cómo se ha desempeñado FWRD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 17:28 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Forward Air Corporation está cubierta por 19 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Garrett Holland | Baird |
| Kenneth Hoexter | BofA Global Research |
| Amit Mehrotra | Deutsche Bank |