Forward Air Corporation

Report azionario NasdaqGS:FWRD

Capitalizzazione di mercato: US$673.1m

Forward Air Gestione

Criteri Gestione verificati 1/4

Forward Air Il CEO è Shawn Stewart, nominato in Apr2024, e ha un mandato di 2.08 anni. la retribuzione annua totale è $ 4.56M, composta da 12.9% di stipendio e 87.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.47% delle azioni della società, per un valore di $ 3.16M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.8 anni e 1.9 anni.

Informazioni chiave

Shawn Stewart

Amministratore delegato

US$4.6m

Compenso totale

Percentuale dello stipendio del CEO12.89%
Mandato del CEO2.1yrs
Proprietà del CEO0.5%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione1.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

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.

AI May Pressure Margins, But Forward Air Has Bigger Problems To Contend With

Feb 16

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.

Forward Air's (NASDAQ:FWRD) Returns On Capital Not Reflecting Well On The Business

Feb 07
Forward Air's (NASDAQ:FWRD) Returns On Capital Not Reflecting Well On The Business

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.

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).

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.

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.

Revenues Tell The Story For Forward Air Corporation (NASDAQ:FWRD) As Its Stock Soars 29%

Dec 02
Revenues Tell The Story For Forward Air Corporation (NASDAQ:FWRD) As Its Stock Soars 29%

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.

These 4 Measures Indicate That Forward Air (NASDAQ:FWRD) Is Using Debt In A Risky Way

Nov 10
These 4 Measures Indicate That Forward Air (NASDAQ:FWRD) Is Using Debt In A Risky Way

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.

It's Down 26% But Forward Air Corporation (NASDAQ:FWRD) Could Be Riskier Than It Looks

Oct 14
It's Down 26% But Forward Air Corporation (NASDAQ:FWRD) Could Be Riskier Than It Looks

Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around

Aug 22
Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around

Here's Why Forward Air (NASDAQ:FWRD) Is Weighed Down By Its Debt Load

Jul 24
Here's Why Forward Air (NASDAQ:FWRD) Is Weighed Down By Its Debt Load

The Market Lifts Forward Air Corporation (NASDAQ:FWRD) Shares 34% But It Can Do More

Jun 20
The Market Lifts Forward Air Corporation (NASDAQ:FWRD) Shares 34% But It Can Do More
User avatar

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.

Forward Air: Still Not Ready To Move Forward

Mar 23

Forward Air (NASDAQ:FWRD) Could Be Struggling To Allocate Capital

Feb 03
Forward Air (NASDAQ:FWRD) Could Be Struggling To Allocate Capital

Forward Air (NASDAQ:FWRD) Use Of Debt Could Be Considered Risky

Jan 01
Forward Air (NASDAQ:FWRD) Use Of Debt Could Be Considered Risky

Forward Air: Issues Remain And Valuation Is Stretched (Rating Downgrade)

Dec 17

Not Many Are Piling Into Forward Air Corporation (NASDAQ:FWRD) Just Yet

Dec 06
Not Many Are Piling Into Forward Air Corporation (NASDAQ:FWRD) Just Yet

Forward Air (NASDAQ:FWRD) Could Be Struggling To Allocate Capital

Oct 02
Forward Air (NASDAQ:FWRD) Could Be Struggling To Allocate Capital

Forward Air: Making Some Progress After A Considerable Mess

Oct 01

Forward Air Corporation (NASDAQ:FWRD) Stock Rockets 27% But Many Are Still Ignoring The Company

Aug 27
Forward Air Corporation (NASDAQ:FWRD) Stock Rockets 27% But Many Are Still Ignoring The Company

Forward Air: Freight Recession And Omni Drama Do Not Make The Stock Appealing

Jul 21

Forward Air: A Show-Me Story That Could Unveil Upside Potential (Rating Upgrade)

May 06

Forward Air And Its Real Value

Feb 11

Forward Air: Understated Downside Risk As The Deal Is Set To Close

Jan 24

We Think Forward Air (NASDAQ:FWRD) Can Stay On Top Of Its Debt

Sep 11
We Think Forward Air (NASDAQ:FWRD) Can Stay On Top Of Its Debt

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Shawn Stewart rispetto agli utili di Forward Air?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

-US$108m

Sep 30 2025n/an/a

-US$116m

Jun 30 2025n/an/a

-US$172m

Mar 31 2025n/an/a

-US$788m

Dec 31 2024US$5mUS$588k

-US$837m

Compensazione vs Mercato: La retribuzione totale di Shawn ($USD 4.56M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 3.61M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Shawn con le performance aziendali.

AMMINISTRATORE DELEGATO

Shawn Stewart (50 yo)

2.1yrs
Mandato
US$4,564,259
Compensazione

Mr. Shawn Stewart is President, CEO & Director of Forward Air Corporation from July 2025. He was CEO & Director of Forward Air Corporation from April 28, 2024 to July 2025 Mr. Shawn Stewart is Chief Execut...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jérôme Lorrain
Executive Chairman1.6yrsUS$139.74k0.070%
$ 472.8k
Shawn Stewart
President2.1yrsUS$4.56m0.47%
$ 3.2m
Jamie Pierson
Chief Financial Officer2yrsUS$1.71m0.29%
$ 2.0m
Michael Hance
Chief Legal Officer & Secretary18.3yrsUS$2.00m0.22%
$ 1.5m
James Faught
Chief Accounting Officerno dataNessun dato0.025%
$ 169.6k
Lance Sons
Chief Information Officerless than a yearNessun datoNessun dato
Douglas Smith
Chief People Officer1.4yrsNessun dato0.042%
$ 283.6k
Timothy Osborne
President of U.S. & Canada Operationsless than a yearNessun dato0.076%
$ 508.3k
Jessica Herren
Chief Solutions Design & Customer Experience Officerless than a yearNessun dato0.034%
$ 226.1k
Fábio Mendunekas
President of Latin America Operationsless than a yearNessun datoNessun dato
Karl Khambatta
Chief of Staffless than a yearNessun datoNessun dato
Joanna Zhu
President of Asia-Pacificless than a yearNessun datoNessun dato
0.8yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di FWRD non è considerato esperto (durata media 0.8 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jérôme Lorrain
Executive Chairman1.6yrsUS$139.74k0.070%
$ 472.8k
Shawn Stewart
President2.1yrsUS$4.56m0.47%
$ 3.2m
Robert Edwards
Independent Director2.3yrsUS$209.40k0.044%
$ 295.3k
Christine Gorjanc
Independent Director1.9yrsUS$164.04k0.042%
$ 285.7k
Dale Boyles
Independent Director1.9yrsUS$164.04k0.042%
$ 285.7k
Paul Svindland
Lead Independent Directorless than a yearNessun dato0.020%
$ 137.2k
Charles Anderson
Independent Director2.3yrsUS$209.40k0.044%
$ 295.3k
1.9yrs
Durata media
53yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di FWRD non è considerato esperto (durata media del mandato 1.9 anni), il che suggerisce un nuovo consiglio.

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/03 07:17
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Forward Air Corporation è coperta da 19 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Garrett HollandBaird
Christopher KuhnBenchmark Company
Kenneth HoexterBofA Global Research