Hub Group Gestione
Criteri Gestione verificati 3/4
Hub Group Il CEO è Phil Yeager, nominato in Jul2019, e ha un mandato di 6.83 anni. la retribuzione annua totale è $ 3.96M, composta da 21.4% di stipendio e 78.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.78% delle azioni della società, per un valore di $ 20.62M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.8 anni e 8 anni.
Informazioni chiave
Phil Yeager
Amministratore delegato
US$4.0m
Compenso totale
| Percentuale dello stipendio del CEO | 21.44% |
| Mandato del CEO | 6.8yrs |
| Proprietà del CEO | 0.8% |
| Durata media del management | 2.8yrs |
| Durata media del Consiglio di amministrazione | 8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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.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.Hub Group: The Error That Broke The Buy Thesis (Rating Downgrade)
Apr 08HUBG: 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.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.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.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.
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?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.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.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.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.Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125
Nov 27
Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report
Nov 02Be Wary Of Hub Group (NASDAQ:HUBG) And Its Returns On Capital
Sep 23Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125
Sep 05An Intrinsic Calculation For Hub Group, Inc. (NASDAQ:HUBG) Suggests It's 35% Undervalued
Jul 02Returns On Capital Signal Tricky Times Ahead For Hub Group (NASDAQ:HUBG)
Jun 16At US$34.23, Is Hub Group, Inc. (NASDAQ:HUBG) Worth Looking At Closely?
May 28Hub Group, Inc. Just Missed Revenue By 5.0%: Here's What Analysts Think Will Happen Next
May 13Hub Group: Uncertainty For A Fragile Market
Apr 16Investors Appear Satisfied With Hub Group, Inc.'s (NASDAQ:HUBG) Prospects
Apr 15Is There An Opportunity With Hub Group, Inc.'s (NASDAQ:HUBG) 47% Undervaluation?
Mar 31Hub Group (NASDAQ:HUBG) Has Affirmed Its Dividend Of $0.125
Mar 10Capital Allocation Trends At Hub Group (NASDAQ:HUBG) Aren't Ideal
Feb 27Is Now The Time To Look At Buying Hub Group, Inc. (NASDAQ:HUBG)?
Feb 12Hub Group (NASDAQ:HUBG) Seems To Use Debt Quite Sensibly
Dec 17Shareholders Should Be Pleased With Hub Group, Inc.'s (NASDAQ:HUBG) Price
Dec 02Hub Group (NASDAQ:HUBG) Will Be Hoping To Turn Its Returns On Capital Around
Nov 16Should You Think About Buying Hub Group, Inc. (NASDAQ:HUBG) Now?
Oct 17
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.Hub Group: Why I Am Cutting My Stock Price Target By 10%
Aug 30Are Investors Undervaluing Hub Group, Inc. (NASDAQ:HUBG) By 32%?
Aug 19Hub Group (NASDAQ:HUBG) Has A Pretty Healthy Balance Sheet
Jul 29Returns On Capital At Hub Group (NASDAQ:HUBG) Paint A Concerning Picture
Jul 13Market Participants Recognise Hub Group, Inc.'s (NASDAQ:HUBG) Earnings
May 21Is Hub Group Stock A Buy Despite The Freight Recession?
May 17Should You Investigate Hub Group, Inc. (NASDAQ:HUBG) At US$42.54?
May 05Hub Group, Inc.'s (NASDAQ:HUBG) Intrinsic Value Is Potentially 51% Above Its Share Price
Apr 19Hub Group (NASDAQ:HUBG) Seems To Use Debt Quite Sensibly
Mar 01Hub Group (NASDAQ:HUBG) Has Some Way To Go To Become A Multi-Bagger
Feb 14Investors Don't See Light At End Of Hub Group, Inc.'s (NASDAQ:HUBG) Tunnel
Jan 30Is Now An Opportune Moment To Examine Hub Group, Inc. (NASDAQ:HUBG)?
Jan 08Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | US$105m |
| Jun 30 2025 | n/a | n/a | US$100m |
| Mar 31 2025 | n/a | n/a | US$104m |
| Dec 31 2024 | US$4m | US$850k | US$104m |
| Sep 30 2024 | n/a | n/a | US$108m |
| Jun 30 2024 | n/a | n/a | US$115m |
| Mar 31 2024 | n/a | n/a | US$133m |
| Dec 31 2023 | US$3m | US$750k | US$168m |
| Sep 30 2023 | n/a | n/a | US$218m |
| Jun 30 2023 | n/a | n/a | US$275m |
| Mar 31 2023 | n/a | n/a | US$331m |
| Dec 31 2022 | US$4m | US$633k | US$357m |
| Sep 30 2022 | n/a | n/a | US$362m |
| Jun 30 2022 | n/a | n/a | US$318m |
| Mar 31 2022 | n/a | n/a | US$242m |
| Dec 31 2021 | US$3m | US$575k | US$171m |
| Sep 30 2021 | n/a | n/a | US$110m |
| Jun 30 2021 | n/a | n/a | US$91m |
| Mar 31 2021 | n/a | n/a | US$78m |
| Dec 31 2020 | US$1m | US$544k | US$74m |
| Sep 30 2020 | n/a | n/a | US$79m |
| Jun 30 2020 | n/a | n/a | US$80m |
| Mar 31 2020 | n/a | n/a | US$97m |
| Dec 31 2019 | US$1m | US$475k | US$107m |
Compensazione vs Mercato: La retribuzione totale di Phil ($USD 3.96M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.20M ).
Compensazione vs guadagni: La retribuzione di Phil è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Phil Yeager (37 yo)
6.8yrs
Mandato
US$3,964,450
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 17.5yrs | US$3.01m | 1.46% $ 38.5m | |
| President | 6.8yrs | US$3.96m | 0.78% $ 20.6m | |
| Executive VP | 2.3yrs | US$1.12m | 0.13% $ 3.5m | |
| Executive VP & COO | 1.5yrs | Nessun dato | 0.066% $ 1.8m | |
| Chief Accounting Officer | less than a year | Nessun dato | Nessun dato | |
| Executive VP & Chief Information Officer | 4.2yrs | Nessun dato | 0.077% $ 2.0m | |
| Senior VP of Investor Relations | 1yr | Nessun dato | Nessun dato | |
| EVP, Chief Legal Officer & Company Secretary | less than a year | Nessun dato | 0.041% $ 1.1m | |
| Senior Vice President of Corporate Development & Strategy | 4.3yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Human Resources Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Procurement | 7.3yrs | Nessun dato | 0.018% $ 478.7k | |
| Executive Vice President of Brokerage & Chief Commercial Officer | 7.3yrs | Nessun dato | Nessun dato |
2.8yrs
Durata media
49yo
Età media
Gestione esperta: Il team dirigenziale di HUBG è considerato esperto (durata media dell'incarico 2.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 17.5yrs | US$3.01m | 1.46% $ 38.5m | |
| President | 3.3yrs | US$3.96m | 0.78% $ 20.6m | |
| Independent Director | 30.3yrs | US$300.09k | 0.40% $ 10.5m | |
| Independent Director | 4.1yrs | US$300.09k | 0.035% $ 920.5k | |
| Independent Director | 10yrs | US$300.09k | 0.10% $ 2.6m | |
| Lead Independent Director | 9yrs | US$300.09k | 0.081% $ 2.1m | |
| Independent Director | 8yrs | US$300.09k | 0.088% $ 2.3m | |
| Independent Director | 4yrs | US$300.09k | 0.061% $ 1.6m | |
| Independent Director | 6yrs | US$300.09k | 0.046% $ 1.2m |
8.0yrs
Durata media
70yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HUBG sono considerati esperti (durata media dell'incarico 8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/03 07:25 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2024/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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
Hub Group, Inc. è coperta da 32 analisti. 11 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.
| Analista | Istituzione |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |