View ValuationHeartland Express 향후 성장Future 기준 점검 3/6Heartland Express (는) 각각 연간 107.3% 및 4.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 112.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.8% 로 예상됩니다.핵심 정보107.3%이익 성장률112.24%EPS 성장률Transportation 이익 성장14.1%매출 성장률4.4%향후 자기자본이익률5.78%애널리스트 커버리지Low마지막 업데이트21 May 2026최근 향후 성장 업데이트Major Estimate Revision • Apr 08Consensus estimates of losses per share improve by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$731.1m to US$738.6m. EPS estimate increased from -US$0.24 per share to -US$0.211 per share. Transportation industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$10.00 unchanged from last update. Share price rose 6.6% to US$11.20 over the past week.Major Estimate Revision • Mar 10Consensus EPS estimates upgraded to US$0.23 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.299 to -US$0.232 per share. Revenue forecast unchanged from US$731.1m at last update. Transportation industry in the US expected to see average net income growth of 34% next year. Consensus price target up from US$9.80 to US$10.00. Share price fell 8.9% to US$10.03 over the past week.Price Target Changed • Mar 03Price target increased by 7.5% to US$10.00Up from US$9.30, the current price target is an average from 5 analysts. New target price is 9.2% below last closing price of US$11.01. Stock is up 10% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.67 last year.Price Target Changed • Feb 05Price target increased by 7.7% to US$9.80Up from US$9.10, the current price target is an average from 5 analysts. New target price is 15% below last closing price of US$11.48. Stock is down 0.7% over the past year. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.67 last year.Price Target Changed • Jan 07Price target increased by 9.6% to US$9.10Up from US$8.30, the current price target is an average from 5 analysts. New target price is 13% below last closing price of US$10.40. Stock is down 4.1% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.Price Target Changed • Dec 08Price target decreased by 9.8% to US$8.30Down from US$9.20, the current price target is an average from 5 analysts. New target price is 9.0% below last closing price of US$9.12. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.모든 업데이트 보기Recent updates속보 • May 13Heartland Express Narrows Loss as Efficiency and Cash Flow Improve While Investors Eye Industry RecoveryHeartland Express reported Q1 2026 operating revenue of US$176.3m, with management citing weaker demand and ongoing industry pressure from overcapacity, higher diesel prices and rising insurance costs. The company’s net loss narrowed to US$4.8m from US$13.9m a year earlier, supported by cost reductions, a US$7.3m gain on asset sales and an improved operating ratio of 101.9% compared with 106.8% in the prior year. Operating cash flow increased sharply while capital spending also rose, as Heartland invested in modernizing its fleet, and an external fund manager highlighted the stock for what it views as a favorable risk/reward profile tied to a possible trucking upcycle. The mix of a smaller loss, better operating ratio and stronger cash generation suggests Heartland is tightening its operations even as industry conditions remain difficult. For you, the key questions are how sustainable these efficiency gains are and whether the hinted improvement in freight rates materializes enough to offset cost pressures and justify the ongoing capital investment.Reported Earnings • Apr 24First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: US$0.062 loss per share (improved from US$0.18 loss in 1Q 2025). Revenue: US$176.3m (down 20% from 1Q 2025). Net loss: US$4.82m (loss narrowed 65% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.공시 • Apr 12BrandPoint acquired Franklin Logistics Inc. from Heartland Express, Inc. (NasdaqGS:HTLD).BrandPoint acquired Franklin Logistics Inc. from Heartland Express, Inc. (NasdaqGS:HTLD) on April 10, 2026. BrandPoint completed the acquiaition of Franklin Logistics Inc. from Heartland Express, Inc. (NasdaqGS:HTLD) on April 10, 2026.Major Estimate Revision • Apr 08Consensus estimates of losses per share improve by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$731.1m to US$738.6m. EPS estimate increased from -US$0.24 per share to -US$0.211 per share. Transportation industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$10.00 unchanged from last update. Share price rose 6.6% to US$11.20 over the past week.공시 • Apr 03Heartland Express, Inc., Annual General Meeting, May 14, 2026Heartland Express, Inc., Annual General Meeting, May 14, 2026. Location: 901 heartland way, north liberty, iowa, 52317, United States공시 • Apr 02Heartland Express, Inc. Announces Director Dr. Benjamin J. Allen Not Standing for Re-ElectionHeartland Express, Inc. announced that on March 25, 2026, Dr. Benjamin J. Allen, a member of the Board of Directors, notified the company of his decision not to stand for re-election at the company's 2026 Annual Meeting of Stockholders. Dr. Allen will continue to serve on the Board, as well as Chairperson of the Compensation Committee and as a member of the Audit and Risk Committee, until the Annual Meeting. Dr. Allen’s decision to not stand for re-election at the Annual Meeting was not the result of any disagreement with management or the Board or related to the Company's operations, policies, or practices.Declared Dividend • Mar 16Fourth quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 24th March 2026 Payment date: 3rd April 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.공시 • Mar 13Heartland Express, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 3, 2026The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on April 3, 2026, to shareholders of record at the close of business on March 24, 2026.Major Estimate Revision • Mar 10Consensus EPS estimates upgraded to US$0.23 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.299 to -US$0.232 per share. Revenue forecast unchanged from US$731.1m at last update. Transportation industry in the US expected to see average net income growth of 34% next year. Consensus price target up from US$9.80 to US$10.00. Share price fell 8.9% to US$10.03 over the past week.Price Target Changed • Mar 03Price target increased by 7.5% to US$10.00Up from US$9.30, the current price target is an average from 5 analysts. New target price is 9.2% below last closing price of US$11.01. Stock is up 10% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.67 last year.Seeking Alpha • Feb 18Heartland Express: Selling Pressure Is Logical As The Stock Becomes Fully Priced (Rating Downgrade)Summary Heartland Express, Inc. faces persistent macro headwinds, with Q4 2025 revenue down 26.1% YoY and limited growth catalysts. HTLD’s strategic contraction and strong liquidity—$18M cash, Net Debt/EBITDA 1.4x—support operational resilience and dividend sustainability. Valuation remains reasonable, but the stock’s current price is near target levels ($10.28–$13.15), limiting further upside. I downgrade HTLD from buy to hold as technicals show early bearish divergence and upside potential is constrained. Read the full article on Seeking AlphaPrice Target Changed • Feb 05Price target increased by 7.7% to US$9.80Up from US$9.10, the current price target is an average from 5 analysts. New target price is 15% below last closing price of US$11.48. Stock is down 0.7% over the past year. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.67 last year.Reported Earnings • Feb 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.67 loss per share (further deteriorated from US$0.38 loss in FY 2024). Revenue: US$805.7m (down 23% from FY 2024). Net loss: US$52.5m (loss widened 77% from FY 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.New Risk • Feb 03New major risk - Revenue and earnings growthEarnings have declined by 51% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.공시 • Jan 08Heartland Express, Inc. Appoints Joshua Helmich as Chief Administrative Officer and Secretary, Effective January 1, 2026Heartland Express, Inc. announced that in association with the previously announced integration of the U.S. operations of Contract Freighters, Inc. ("CFI") into Heartland Express, Joshua Helmich has been appointed as the Chief Administrative Officer of Heartland Express, Inc. (the “Company”), effective January 1, 2026. Mr. Helmich will also continue to serve as the Company’s Secretary, but in association with the integration of CFI has ceased to serve as Senior Vice President and Chief Financial Officer of CFI, effective December 31, 2025.Price Target Changed • Jan 07Price target increased by 9.6% to US$9.10Up from US$8.30, the current price target is an average from 5 analysts. New target price is 13% below last closing price of US$10.40. Stock is down 4.1% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.분석 기사 • Dec 21Heartland Express (NASDAQ:HTLD) Is Paying Out A Dividend Of $0.02Heartland Express, Inc. ( NASDAQ:HTLD ) has announced that it will pay a dividend of $0.02 per share on the 7th of...Declared Dividend • Dec 21Third quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 26th December 2025 Payment date: 7th January 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.공시 • Dec 17Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on January 7, 2026The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on January 7, 2026, to shareholders of record at the close of business on December 26, 2025.분석 기사 • Dec 14What Heartland Express, Inc.'s (NASDAQ:HTLD) 26% Share Price Gain Is Not Telling YouHeartland Express, Inc. ( NASDAQ:HTLD ) shareholders would be excited to see that the share price has had a great...Price Target Changed • Dec 08Price target decreased by 9.8% to US$8.30Down from US$9.20, the current price target is an average from 5 analysts. New target price is 9.0% below last closing price of US$9.12. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.분석 기사 • Nov 27We Think Heartland Express (NASDAQ:HTLD) Has A Fair Chunk Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 02Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: US$0.11 loss per share (improved from US$0.12 loss in 3Q 2024). Revenue: US$196.5m (down 24% from 3Q 2024). Net loss: US$8.28m (loss narrowed 11% from 3Q 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.분석 기사 • Oct 12Why Investors Shouldn't Be Surprised By Heartland Express, Inc.'s (NASDAQ:HTLD) Low P/SWith a price-to-sales (or "P/S") ratio of 0.7x Heartland Express, Inc. ( NASDAQ:HTLD ) may be sending bullish signals...Declared Dividend • Sep 15Second quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 23rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.공시 • Sep 12Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on October 3, 2025The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on October 3, 2025, to shareholders of record at the close of business on September 23, 2025. We currently estimate that a total of $1.6 million will be paid on the Company's approximate seventy-eight million shares of common stock. This is the Company's eighty-ninth consecutive quarterly cash dividend. With the payment of this dividend, the Company will have paid a total of $559.9 million in cash dividends, including four special dividends since the dividend program was implemented in the third quarter of 2003.Recent Insider Transactions • Aug 19Chairman of the Board recently bought US$246k worth of stockOn the 18th of August, Michael Gerdin bought around 30k shares on-market at roughly US$8.19 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$9.8m worth in shares.Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.14 loss per share (further deteriorated from US$0.044 loss in 2Q 2024). Revenue: US$210.4m (down 23% from 2Q 2024). Net loss: US$10.9m (loss widened 212% from 2Q 2024). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.분석 기사 • Jul 17Is Heartland Express (NASDAQ:HTLD) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Jul 09Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.307 to -US$0.358 per share. Revenue forecast unchanged at US$934.0m. Transportation industry in the US expected to see average net income growth of 25% next year. Consensus price target of US$9.50 unchanged from last update. Share price rose 3.0% to US$9.34 over the past week.공시 • Jun 30+ 5 more updatesHeartland Express, Inc.(NasdaqGS:HTLD) dropped from Russell 3000E Growth IndexHeartland Express, Inc.(NasdaqGS:HTLD) dropped from Russell 3000E Growth Index분석 기사 • Jun 19Heartland Express (NASDAQ:HTLD) Is Paying Out A Dividend Of $0.02Heartland Express, Inc.'s ( NASDAQ:HTLD ) investors are due to receive a payment of $0.02 per share on 3rd of July...Declared Dividend • Jun 18First quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 23rd June 2025 Payment date: 3rd July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (58% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.공시 • Jun 14Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on July 3, 2025The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on July 3, 2025, to shareholders of record at the close of business on June 23, 2025. The currently estimate that a total of $1.6 million will be paid on the Company's approximate seventy-eight million shares of common stock. This is the Company's eighty-eighth consecutive quarterly cash dividend. With the payment of this dividend, the Company will have paid a total of $558.3 million in cash dividends, including four special dividends since the dividend program was implemented in the third quarter of 2003.공시 • May 10Heartland Express Inc. Approves the Election of Amanda M. Hupfeld to the Board of DirectorsHeartland Express Inc. at its AGM held on May 8, 2025, approved the election of Amanda M. Hupfeld to the Board of Directors.Recent Insider Transactions • May 09Chairman of the Board recently bought US$3.1m worth of stockOn the 8th of May, Michael Gerdin bought around 397k shares on-market at roughly US$7.80 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$6.8m worth in shares.Price Target Changed • May 06Price target decreased by 10% to US$9.63Down from US$10.75, the current price target is an average from 4 analysts. New target price is 27% above last closing price of US$7.60. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.26 next year compared to a net loss per share of US$0.38 last year.Reported Earnings • May 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.18 loss per share (improved from US$0.19 loss in 1Q 2024). Revenue: US$219.4m (down 19% from 1Q 2024). Net loss: US$13.9m (loss narrowed 8.2% from 1Q 2024). Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) also missed analyst estimates by 102%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Price Target Changed • Apr 19Price target decreased by 8.9% to US$10.75Down from US$11.80, the current price target is an average from 4 analysts. New target price is 30% above last closing price of US$8.28. Stock is down 21% over the past year. The company is forecast to post a net loss per share of US$0.027 next year compared to a net loss per share of US$0.38 last year.공시 • Mar 31Heartland Express, Inc., Annual General Meeting, May 08, 2025Heartland Express, Inc., Annual General Meeting, May 08, 2025. Location: 901 heartland way, iowa, 52317, north liberty, United StatesDeclared Dividend • Mar 19Fourth quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 25th March 2025 Payment date: 4th April 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.공시 • Mar 14Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on April 4, 2025Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on April 4, 2025, to shareholders of record at the close of business on March 25, 2025. We currently estimate that a total of approximately $1.6 million will be paid on the Company's 78.7 million shares of common stock. This is the Company's eighty-seventh consecutive quarterly cash dividend. With the payment of this dividend, the Company will have paid a total of $556.8 million in cash dividends, including four special dividends since the dividend program was implemented in the third quarter of 2003.Seeking Alpha • Feb 22Heartland Express Could Double In The Next CycleSummary Heartland Express's stock could double in 2-3 years as freight rates stabilize and the company continues deleveraging and integrating recent acquisitions. Despite a 47.42% decline in share price, Heartland Express is poised for a turnaround due to effective management and a cyclical upswing in the trucking industry. The company has reduced over $300 million in debt since 2022, aiming for a debt-free balance sheet, which should significantly de-risk the business. With a historically modest 15x FCF or PE multiple, Heartland Express could see an 81% upside, translating to an annualized return of over 22%. Read the full article on Seeking AlphaReported Earnings • Jan 29Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.38 loss per share (down from US$0.19 profit in FY 2023). Revenue: US$1.05b (down 13% from FY 2023). Net loss: US$29.7m (down 301% from profit in FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.분석 기사 • Dec 24Is Heartland Express (NASDAQ:HTLD) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Dec 18Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on January 8, 2025The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on January 8, 2025, to shareholders of record at the close of business on December 27, 2024.Recent Insider Transactions • Nov 22Chairman of the Board recently bought US$606k worth of stockOn the 18th of November, Michael Gerdin bought around 50k shares on-market at roughly US$12.24 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$750k. Michael has been a buyer over the last 12 months, purchasing a net total of US$11m worth in shares.Recent Insider Transactions • Nov 08Chairman of the Board recently bought US$750k worth of stockOn the 6th of November, Michael Gerdin bought around 68k shares on-market at roughly US$10.99 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$11m worth in shares.분석 기사 • Nov 01Heartland Express, Inc. (NASDAQ:HTLD) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkAs you might know, Heartland Express, Inc. ( NASDAQ:HTLD ) last week released its latest third-quarter, and things did...Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.12 loss per share (improved from US$0.14 loss in 3Q 2023). Revenue: US$259.9m (down 12% from 3Q 2023). Net loss: US$9.28m (loss narrowed 13% from 3Q 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Declared Dividend • Sep 20Second quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 27th September 2024 Payment date: 7th October 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%.공시 • Sep 17Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on October 7, 2024The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on October 7, 2024, to shareholders of record at the close of business on September 27, 2024.Recent Insider Transactions • Sep 16Chairman of the Board recently bought US$584k worth of stockOn the 11th of September, Michael Gerdin bought around 50k shares on-market at roughly US$11.67 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$10m worth in shares.공시 • Aug 07Heartland Express, Inc. Announces Retirement of Michael Donovan, Chief Operating Officer of Smith TransportEffective August 2, 2024, Mr. Michael Donovan, Chief Operating Officer of Smith Transport, retired. In recognition of Mr. Donovan's service, the Compensation Committee awarded Mr. Donovan 26,261 shares of common stock. Heartland Express, Inc. would like to thank Mr. Donovan for his service and leadership to Smith Transport during his tenure.분석 기사 • Aug 07There's No Escaping Heartland Express, Inc.'s (NASDAQ:HTLD) Muted RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.9x Heartland Express, Inc. ( NASDAQ:HTLD ) is a stock...Reported Earnings • Jul 24Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.044 loss per share (down from US$0.098 profit in 2Q 2023). Revenue: US$274.8m (down 10% from 2Q 2023). Net loss: US$3.48m (down 145% from profit in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.분석 기사 • Jul 17Heartland Express (NASDAQ:HTLD) Is Making Moderate Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jul 14Heartland Express Needs Some Stronger Beats To Change The NarrativeSummary Heartland Express has continued to struggle due to weak trucking demand, lower gains on equipment sales, and integration challenges with recent acquisitions tied to the weak operating environment. Q2 results should show evidence of stabilization for Heartland, with some sequential improvement in volumes, breakeven operating profits, and further progress in integrating Smith and CFI. The outlook for trucking in 2024 is still challenging; volumes and rates have improved some, and operators have left the market, but a slower economy is a real threat. Heartland looks undervalued on both longer-term cash flow and near-term EBITDA and EPS, but the risk of miss-and-lower quarters in 2024 remains very real. Read the full article on Seeking AlphaPrice Target Changed • Jul 09Price target decreased by 9.5% to US$11.40Down from US$12.60, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$11.61. Stock is down 25% over the past year. The company is forecast to post a net loss per share of US$0.29 compared to earnings per share of US$0.19 last year.Declared Dividend • Jun 19First quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 25th June 2024 Payment date: 5th July 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%.공시 • Jun 15Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on July 5, 2024The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on July 5, 2024, to shareholders of record at the close of business on June 25, 2024.Recent Insider Transactions • May 02Chairman of the Board recently bought US$2.8m worth of stockOn the 30th of April, Michael Gerdin bought around 275k shares on-market at roughly US$10.14 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$17m worth in shares.Reported Earnings • Apr 24First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$0.19 loss per share (down from US$0.16 profit in 1Q 2023). Revenue: US$270.3m (down 18% from 1Q 2023). Net loss: US$15.1m (down 220% from profit in 1Q 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 24Price target decreased by 7.4% to US$12.60Down from US$13.60, the current price target is an average from 5 analysts. New target price is 22% above last closing price of US$10.33. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.034 for next year compared to US$0.19 last year.Price Target Changed • Apr 09Price target decreased by 7.2% to US$12.80Down from US$13.80, the current price target is an average from 5 analysts. New target price is 18% above last closing price of US$10.89. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$0.017 for next year compared to US$0.19 last year.분석 기사 • Apr 05Is Heartland Express (NASDAQ:HTLD) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Apr 02Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.145 to US$0.166. Revenue forecast unchanged at US$1.17b. Net income forecast to shrink 9.3% next year vs 23% growth forecast for Transportation industry in the US . Consensus price target broadly unchanged at US$13.60. Share price fell 3.7% to US$11.06 over the past week.공시 • Mar 30Heartland Express, Inc., Annual General Meeting, May 09, 2024Heartland Express, Inc., Annual General Meeting, May 09, 2024, at 08:00 Central Daylight. Location: headquarters, 901 Heartland Way North Liberty Iowa United States Agenda: To consider and act upon a proposal to elect seven directors of the company; to consider to ratify the appointment of Grant Thomton LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024; to consider to conduct an advisory, non-binding vote on the company's executive compensation; to consider and act upon such other matters as may properly come before the Annual Meeting and any adjournment thereof; and to transact such other business issues.Declared Dividend • Mar 18Fourth quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 25th March 2024 Payment date: 5th April 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%.공시 • Mar 15Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on April 5, 2024The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on April 5, 2024, to shareholders of record at the close of business on March 26, 2024.Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.19 (down from US$1.69 in FY 2022). Revenue: US$1.21b (up 25% from FY 2022). Net income: US$14.8m (down 89% from FY 2022). Profit margin: 1.2% (down from 14% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Feb 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.20b to US$1.11b. EPS estimate also fell from US$0.233 per share to US$0.145 per share. Net income forecast to grow 6.2% next year vs 11% growth forecast for Transportation industry in the US. Consensus price target down from US$13.83 to US$13.50. Share price was steady at US$12.84 over the past week.Reported Earnings • Feb 01Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.19 (down from US$1.69 in FY 2022). Revenue: US$1.21b (up 25% from FY 2022). Net income: US$14.8m (down 89% from FY 2022). Profit margin: 1.2% (down from 14% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.Major Estimate Revision • Jan 10Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.054 to US$0.047 per share. Revenue forecast steady at US$1.23b. Net income forecast to shrink 48% next year vs 6.3% growth forecast for Transportation industry in the US . Consensus price target broadly unchanged at US$13.83. Share price was steady at US$13.40 over the past week.분석 기사 • Jan 04Heartland Express (NASDAQ:HTLD) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Dec 22Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.069 to US$0.054. Revenue forecast unchanged from US$1.23b at last update. Net income forecast to shrink 68% next year vs 7.1% growth forecast for Transportation industry in the US . Consensus price target broadly unchanged at US$14.00. Share price rose 4.4% to US$14.31 over the past week.Recent Insider Transactions • Dec 07Chairman of the Board recently bought US$611k worth of stockOn the 5th of December, Michael Gerdin bought around 44k shares on-market at roughly US$13.75 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.3m. Michael has been a buyer over the last 12 months, purchasing a net total of US$12m worth in shares.Upcoming Dividend • Nov 27Upcoming dividend of US$0.02 per share at 0.6% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (5.0%). Lower than average of industry peers (1.8%).Recent Insider Transactions • Nov 24Chairman of the Board recently bought US$1.3m worth of stockOn the 20th of November, Michael Gerdin bought around 96k shares on-market at roughly US$13.08 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$2.9m. Michael has been a buyer over the last 12 months, purchasing a net total of US$12m worth in shares.공시 • Nov 22Heartland Express, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 15, 2023The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on December 15, 2023, to shareholders of record at the close of business on December 5, 2023.공시 • Nov 04Heartland Express, Inc. Announces Board ChangesOn October 30, 2023 the board of directors of Heartland Express, Inc. elected Brenda Lantz Ph.D. as a director of the company, effective immediately. Dr. Lantz will serve as a member of the company's nominating and governance committee and compensation committee. As a non-employee director, Dr. Lantz will receive compensation for her services as a member of the company's board of directors, and the committees of the board of directors on which she serves, that is consistent with compensation received by the other non-employee members of the company's board of directors. Dr. Brenda Lantz is the Associate Director of North Dakota State University's Upper Great Plains Transportation Institute (the UGPTI) as well as the Program Director for the Commercial Vehicle Safety Center (the CVSC) at UGPTI. As Associate Director, Dr. Lantz, helps lead the UGPTI’s research, education, and outreach activities. She assists in managing and promoting the institute while working to improve coordination among the institute’s centers and encouraging synergy among staff. As Program Director of the CVSC, Dr. Lantz serves as a point of contact for universities, law enforcement, and other agencies seeking assistance to establish partnerships to improve commercial vehicle safety in the U.S. Western region. She also conducts safety-related research and analysis. On November 1, 2023, Larry Gordon, a member of the board of directors of the company, provided notice to the company of his retirement as a board member effective immediately. Mr. Gordon's decision to retire is not a result of any disagreement with the company on any matter relating to the company's operations, policies, or practices. The company thanks Mr. Gordon for his 10 years of board service to the company.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$11.89, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 16x in the Transportation industry in the US. Total loss to shareholders of 34% over the past three years.Price Target Changed • Oct 30Price target decreased by 7.4% to US$14.67Down from US$15.83, the current price target is an average from 6 analysts. New target price is 19% above last closing price of US$12.33. Stock is down 17% over the past year. The company is forecast to post earnings per share of US$0.079 for next year compared to US$1.69 last year.Reported Earnings • Oct 28Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.14 loss per share (down from US$0.31 profit in 3Q 2022). Revenue: US$295.0m (up 7.7% from 3Q 2022). Net loss: US$10.7m (down 144% from profit in 3Q 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 27Price target decreased by 7.9% to US$15.20Down from US$16.50, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$12.36. Stock is down 17% over the past year. The company is forecast to post earnings per share of US$0.44 for next year compared to US$1.69 last year.Major Estimate Revision • Oct 11Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.479 to US$0.42. Revenue forecast unchanged from US$1.25b at last update. Net income forecast to shrink 23% next year vs 14% decline forecast for Transportation industry in the US. Consensus price target down from US$16.50 to US$15.83. Share price rose 4.6% to US$15.12 over the past week.공시 • Sep 16Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on October 5, 2023The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on October 5, 2023, to shareholders of record at the close of business on September 25, 2023.Recent Insider Transactions • Sep 10Chairman of the Board recently bought US$1.6m worth of stockOn the 6th of September, Michael Gerdin bought around 109k shares on-market at roughly US$14.86 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.7m. Michael has been a buyer over the last 12 months, purchasing a net total of US$10m worth in shares.Recent Insider Transactions • Aug 27Chairman of the Board recently bought US$296k worth of stockOn the 22nd of August, Michael Gerdin bought around 20k shares on-market at roughly US$15.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.7m. Michael has been a buyer over the last 12 months, purchasing a net total of US$7.6m worth in shares.Recent Insider Transactions • Aug 20Chairman of the Board recently bought US$1.7m worth of stockOn the 16th of August, Michael Gerdin bought around 111k shares on-market at roughly US$15.40 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$7.2m worth in shares.Major Estimate Revision • Aug 07Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.31b to US$1.25b. EPS estimate also fell from US$0.711 per share to US$0.498 per share. Net income forecast to shrink 12% next year vs 5.8% decline forecast for Transportation industry in the US. Consensus price target of US$16.67 unchanged from last update. Share price fell 3.9% to US$15.71 over the past week.공시 • Aug 05Heartland Express, Inc. Announces Retirement of Todd Smith, President of Smith Transport on August 31, 2023On July 31, 2023, Mr. Todd Smith, President of Smith Transport, announced his intent to retire on August 31, 2023. Heartland Express, Inc. would like to thank Mr. Smith for his service and leadership to Smith Transport during his tenure.이익 및 매출 성장 예측NasdaqGS:HTLD - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202885753N/AN/A212/31/202780742181203512/31/2026749-615215453/31/2026763-43-6487N/A12/31/2025806-52-6789N/A9/30/2025869-35-68112N/A6/30/2025932-36-31120N/A3/31/2025997-2811139N/A12/31/20241,048-3035144N/A9/30/20241,080-2389147N/A6/30/20241,115-2423139N/A3/31/20241,147-13-41130N/A12/31/20231,20715-43165N/A9/30/20231,28725-39207N/A6/30/20231,2666015233N/A3/31/20231,14812943224N/A12/31/202296813434195N/A9/30/20227611389140N/A6/30/2022640138-16119N/A3/31/202260682-19126N/A12/31/202160779-9123N/A9/30/2021615778142N/A6/30/202162573-11158N/A3/31/2021631712174N/A12/31/202064571-25179N/A9/30/202065766-37170N/A6/30/202064266-22158N/A3/31/202062469-21151N/A12/31/201959773N/A146N/A9/30/201957783N/A147N/A6/30/201958081N/A148N/A3/31/201959477N/A150N/A12/31/201861173N/A147N/A9/30/201863089N/A141N/A6/30/201866078N/A128N/A3/31/201863475N/A110N/A12/31/201760775N/A110N/A9/30/201758250N/A113N/A6/30/201754954N/A129N/A3/31/201758056N/A132N/A12/31/201661356N/A156N/A9/30/201664760N/A168N/A6/30/201668163N/A167N/A3/31/201671270N/A191N/A12/31/201573673N/A190N/A9/30/201576578N/A186N/A6/30/201579985N/A196N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: HTLD 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: HTLD (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: HTLD 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: HTLD 의 수익(연간 4.4%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: HTLD 의 수익(연간 4.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: HTLD의 자본 수익률은 3년 후 5.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 19:45종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Heartland Express, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Daniel MooreBairdGarrett ChaseBarclaysEric MorganBarclays23명의 분석가 더 보기
Major Estimate Revision • Apr 08Consensus estimates of losses per share improve by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$731.1m to US$738.6m. EPS estimate increased from -US$0.24 per share to -US$0.211 per share. Transportation industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$10.00 unchanged from last update. Share price rose 6.6% to US$11.20 over the past week.
Major Estimate Revision • Mar 10Consensus EPS estimates upgraded to US$0.23 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.299 to -US$0.232 per share. Revenue forecast unchanged from US$731.1m at last update. Transportation industry in the US expected to see average net income growth of 34% next year. Consensus price target up from US$9.80 to US$10.00. Share price fell 8.9% to US$10.03 over the past week.
Price Target Changed • Mar 03Price target increased by 7.5% to US$10.00Up from US$9.30, the current price target is an average from 5 analysts. New target price is 9.2% below last closing price of US$11.01. Stock is up 10% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.67 last year.
Price Target Changed • Feb 05Price target increased by 7.7% to US$9.80Up from US$9.10, the current price target is an average from 5 analysts. New target price is 15% below last closing price of US$11.48. Stock is down 0.7% over the past year. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.67 last year.
Price Target Changed • Jan 07Price target increased by 9.6% to US$9.10Up from US$8.30, the current price target is an average from 5 analysts. New target price is 13% below last closing price of US$10.40. Stock is down 4.1% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.
Price Target Changed • Dec 08Price target decreased by 9.8% to US$8.30Down from US$9.20, the current price target is an average from 5 analysts. New target price is 9.0% below last closing price of US$9.12. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.
속보 • May 13Heartland Express Narrows Loss as Efficiency and Cash Flow Improve While Investors Eye Industry RecoveryHeartland Express reported Q1 2026 operating revenue of US$176.3m, with management citing weaker demand and ongoing industry pressure from overcapacity, higher diesel prices and rising insurance costs. The company’s net loss narrowed to US$4.8m from US$13.9m a year earlier, supported by cost reductions, a US$7.3m gain on asset sales and an improved operating ratio of 101.9% compared with 106.8% in the prior year. Operating cash flow increased sharply while capital spending also rose, as Heartland invested in modernizing its fleet, and an external fund manager highlighted the stock for what it views as a favorable risk/reward profile tied to a possible trucking upcycle. The mix of a smaller loss, better operating ratio and stronger cash generation suggests Heartland is tightening its operations even as industry conditions remain difficult. For you, the key questions are how sustainable these efficiency gains are and whether the hinted improvement in freight rates materializes enough to offset cost pressures and justify the ongoing capital investment.
Reported Earnings • Apr 24First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: US$0.062 loss per share (improved from US$0.18 loss in 1Q 2025). Revenue: US$176.3m (down 20% from 1Q 2025). Net loss: US$4.82m (loss narrowed 65% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
공시 • Apr 12BrandPoint acquired Franklin Logistics Inc. from Heartland Express, Inc. (NasdaqGS:HTLD).BrandPoint acquired Franklin Logistics Inc. from Heartland Express, Inc. (NasdaqGS:HTLD) on April 10, 2026. BrandPoint completed the acquiaition of Franklin Logistics Inc. from Heartland Express, Inc. (NasdaqGS:HTLD) on April 10, 2026.
Major Estimate Revision • Apr 08Consensus estimates of losses per share improve by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$731.1m to US$738.6m. EPS estimate increased from -US$0.24 per share to -US$0.211 per share. Transportation industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$10.00 unchanged from last update. Share price rose 6.6% to US$11.20 over the past week.
공시 • Apr 03Heartland Express, Inc., Annual General Meeting, May 14, 2026Heartland Express, Inc., Annual General Meeting, May 14, 2026. Location: 901 heartland way, north liberty, iowa, 52317, United States
공시 • Apr 02Heartland Express, Inc. Announces Director Dr. Benjamin J. Allen Not Standing for Re-ElectionHeartland Express, Inc. announced that on March 25, 2026, Dr. Benjamin J. Allen, a member of the Board of Directors, notified the company of his decision not to stand for re-election at the company's 2026 Annual Meeting of Stockholders. Dr. Allen will continue to serve on the Board, as well as Chairperson of the Compensation Committee and as a member of the Audit and Risk Committee, until the Annual Meeting. Dr. Allen’s decision to not stand for re-election at the Annual Meeting was not the result of any disagreement with management or the Board or related to the Company's operations, policies, or practices.
Declared Dividend • Mar 16Fourth quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 24th March 2026 Payment date: 3rd April 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.
공시 • Mar 13Heartland Express, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 3, 2026The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on April 3, 2026, to shareholders of record at the close of business on March 24, 2026.
Major Estimate Revision • Mar 10Consensus EPS estimates upgraded to US$0.23 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$0.299 to -US$0.232 per share. Revenue forecast unchanged from US$731.1m at last update. Transportation industry in the US expected to see average net income growth of 34% next year. Consensus price target up from US$9.80 to US$10.00. Share price fell 8.9% to US$10.03 over the past week.
Price Target Changed • Mar 03Price target increased by 7.5% to US$10.00Up from US$9.30, the current price target is an average from 5 analysts. New target price is 9.2% below last closing price of US$11.01. Stock is up 10% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.67 last year.
Seeking Alpha • Feb 18Heartland Express: Selling Pressure Is Logical As The Stock Becomes Fully Priced (Rating Downgrade)Summary Heartland Express, Inc. faces persistent macro headwinds, with Q4 2025 revenue down 26.1% YoY and limited growth catalysts. HTLD’s strategic contraction and strong liquidity—$18M cash, Net Debt/EBITDA 1.4x—support operational resilience and dividend sustainability. Valuation remains reasonable, but the stock’s current price is near target levels ($10.28–$13.15), limiting further upside. I downgrade HTLD from buy to hold as technicals show early bearish divergence and upside potential is constrained. Read the full article on Seeking Alpha
Price Target Changed • Feb 05Price target increased by 7.7% to US$9.80Up from US$9.10, the current price target is an average from 5 analysts. New target price is 15% below last closing price of US$11.48. Stock is down 0.7% over the past year. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.67 last year.
Reported Earnings • Feb 04Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.67 loss per share (further deteriorated from US$0.38 loss in FY 2024). Revenue: US$805.7m (down 23% from FY 2024). Net loss: US$52.5m (loss widened 77% from FY 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
New Risk • Feb 03New major risk - Revenue and earnings growthEarnings have declined by 51% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
공시 • Jan 08Heartland Express, Inc. Appoints Joshua Helmich as Chief Administrative Officer and Secretary, Effective January 1, 2026Heartland Express, Inc. announced that in association with the previously announced integration of the U.S. operations of Contract Freighters, Inc. ("CFI") into Heartland Express, Joshua Helmich has been appointed as the Chief Administrative Officer of Heartland Express, Inc. (the “Company”), effective January 1, 2026. Mr. Helmich will also continue to serve as the Company’s Secretary, but in association with the integration of CFI has ceased to serve as Senior Vice President and Chief Financial Officer of CFI, effective December 31, 2025.
Price Target Changed • Jan 07Price target increased by 9.6% to US$9.10Up from US$8.30, the current price target is an average from 5 analysts. New target price is 13% below last closing price of US$10.40. Stock is down 4.1% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.
분석 기사 • Dec 21Heartland Express (NASDAQ:HTLD) Is Paying Out A Dividend Of $0.02Heartland Express, Inc. ( NASDAQ:HTLD ) has announced that it will pay a dividend of $0.02 per share on the 7th of...
Declared Dividend • Dec 21Third quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 26th December 2025 Payment date: 7th January 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.
공시 • Dec 17Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on January 7, 2026The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on January 7, 2026, to shareholders of record at the close of business on December 26, 2025.
분석 기사 • Dec 14What Heartland Express, Inc.'s (NASDAQ:HTLD) 26% Share Price Gain Is Not Telling YouHeartland Express, Inc. ( NASDAQ:HTLD ) shareholders would be excited to see that the share price has had a great...
Price Target Changed • Dec 08Price target decreased by 9.8% to US$8.30Down from US$9.20, the current price target is an average from 5 analysts. New target price is 9.0% below last closing price of US$9.12. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.52 next year compared to a net loss per share of US$0.38 last year.
분석 기사 • Nov 27We Think Heartland Express (NASDAQ:HTLD) Has A Fair Chunk Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 02Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: US$0.11 loss per share (improved from US$0.12 loss in 3Q 2024). Revenue: US$196.5m (down 24% from 3Q 2024). Net loss: US$8.28m (loss narrowed 11% from 3Q 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings have declined by 44% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
분석 기사 • Oct 12Why Investors Shouldn't Be Surprised By Heartland Express, Inc.'s (NASDAQ:HTLD) Low P/SWith a price-to-sales (or "P/S") ratio of 0.7x Heartland Express, Inc. ( NASDAQ:HTLD ) may be sending bullish signals...
Declared Dividend • Sep 15Second quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 23rd September 2025 Payment date: 3rd October 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.
공시 • Sep 12Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on October 3, 2025The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on October 3, 2025, to shareholders of record at the close of business on September 23, 2025. We currently estimate that a total of $1.6 million will be paid on the Company's approximate seventy-eight million shares of common stock. This is the Company's eighty-ninth consecutive quarterly cash dividend. With the payment of this dividend, the Company will have paid a total of $559.9 million in cash dividends, including four special dividends since the dividend program was implemented in the third quarter of 2003.
Recent Insider Transactions • Aug 19Chairman of the Board recently bought US$246k worth of stockOn the 18th of August, Michael Gerdin bought around 30k shares on-market at roughly US$8.19 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$9.8m worth in shares.
Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.14 loss per share (further deteriorated from US$0.044 loss in 2Q 2024). Revenue: US$210.4m (down 23% from 2Q 2024). Net loss: US$10.9m (loss widened 212% from 2Q 2024). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
분석 기사 • Jul 17Is Heartland Express (NASDAQ:HTLD) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Jul 09Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.307 to -US$0.358 per share. Revenue forecast unchanged at US$934.0m. Transportation industry in the US expected to see average net income growth of 25% next year. Consensus price target of US$9.50 unchanged from last update. Share price rose 3.0% to US$9.34 over the past week.
공시 • Jun 30+ 5 more updatesHeartland Express, Inc.(NasdaqGS:HTLD) dropped from Russell 3000E Growth IndexHeartland Express, Inc.(NasdaqGS:HTLD) dropped from Russell 3000E Growth Index
분석 기사 • Jun 19Heartland Express (NASDAQ:HTLD) Is Paying Out A Dividend Of $0.02Heartland Express, Inc.'s ( NASDAQ:HTLD ) investors are due to receive a payment of $0.02 per share on 3rd of July...
Declared Dividend • Jun 18First quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 23rd June 2025 Payment date: 3rd July 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (58% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.
공시 • Jun 14Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on July 3, 2025The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on July 3, 2025, to shareholders of record at the close of business on June 23, 2025. The currently estimate that a total of $1.6 million will be paid on the Company's approximate seventy-eight million shares of common stock. This is the Company's eighty-eighth consecutive quarterly cash dividend. With the payment of this dividend, the Company will have paid a total of $558.3 million in cash dividends, including four special dividends since the dividend program was implemented in the third quarter of 2003.
공시 • May 10Heartland Express Inc. Approves the Election of Amanda M. Hupfeld to the Board of DirectorsHeartland Express Inc. at its AGM held on May 8, 2025, approved the election of Amanda M. Hupfeld to the Board of Directors.
Recent Insider Transactions • May 09Chairman of the Board recently bought US$3.1m worth of stockOn the 8th of May, Michael Gerdin bought around 397k shares on-market at roughly US$7.80 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$6.8m worth in shares.
Price Target Changed • May 06Price target decreased by 10% to US$9.63Down from US$10.75, the current price target is an average from 4 analysts. New target price is 27% above last closing price of US$7.60. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.26 next year compared to a net loss per share of US$0.38 last year.
Reported Earnings • May 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.18 loss per share (improved from US$0.19 loss in 1Q 2024). Revenue: US$219.4m (down 19% from 1Q 2024). Net loss: US$13.9m (loss narrowed 8.2% from 1Q 2024). Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) also missed analyst estimates by 102%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 29% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Price Target Changed • Apr 19Price target decreased by 8.9% to US$10.75Down from US$11.80, the current price target is an average from 4 analysts. New target price is 30% above last closing price of US$8.28. Stock is down 21% over the past year. The company is forecast to post a net loss per share of US$0.027 next year compared to a net loss per share of US$0.38 last year.
공시 • Mar 31Heartland Express, Inc., Annual General Meeting, May 08, 2025Heartland Express, Inc., Annual General Meeting, May 08, 2025. Location: 901 heartland way, iowa, 52317, north liberty, United States
Declared Dividend • Mar 19Fourth quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 25th March 2025 Payment date: 4th April 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability.
공시 • Mar 14Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on April 4, 2025Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on April 4, 2025, to shareholders of record at the close of business on March 25, 2025. We currently estimate that a total of approximately $1.6 million will be paid on the Company's 78.7 million shares of common stock. This is the Company's eighty-seventh consecutive quarterly cash dividend. With the payment of this dividend, the Company will have paid a total of $556.8 million in cash dividends, including four special dividends since the dividend program was implemented in the third quarter of 2003.
Seeking Alpha • Feb 22Heartland Express Could Double In The Next CycleSummary Heartland Express's stock could double in 2-3 years as freight rates stabilize and the company continues deleveraging and integrating recent acquisitions. Despite a 47.42% decline in share price, Heartland Express is poised for a turnaround due to effective management and a cyclical upswing in the trucking industry. The company has reduced over $300 million in debt since 2022, aiming for a debt-free balance sheet, which should significantly de-risk the business. With a historically modest 15x FCF or PE multiple, Heartland Express could see an 81% upside, translating to an annualized return of over 22%. Read the full article on Seeking Alpha
Reported Earnings • Jan 29Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.38 loss per share (down from US$0.19 profit in FY 2023). Revenue: US$1.05b (down 13% from FY 2023). Net loss: US$29.7m (down 301% from profit in FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 3.2% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
분석 기사 • Dec 24Is Heartland Express (NASDAQ:HTLD) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Dec 18Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on January 8, 2025The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on January 8, 2025, to shareholders of record at the close of business on December 27, 2024.
Recent Insider Transactions • Nov 22Chairman of the Board recently bought US$606k worth of stockOn the 18th of November, Michael Gerdin bought around 50k shares on-market at roughly US$12.24 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$750k. Michael has been a buyer over the last 12 months, purchasing a net total of US$11m worth in shares.
Recent Insider Transactions • Nov 08Chairman of the Board recently bought US$750k worth of stockOn the 6th of November, Michael Gerdin bought around 68k shares on-market at roughly US$10.99 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$11m worth in shares.
분석 기사 • Nov 01Heartland Express, Inc. (NASDAQ:HTLD) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkAs you might know, Heartland Express, Inc. ( NASDAQ:HTLD ) last week released its latest third-quarter, and things did...
Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.12 loss per share (improved from US$0.14 loss in 3Q 2023). Revenue: US$259.9m (down 12% from 3Q 2023). Net loss: US$9.28m (loss narrowed 13% from 3Q 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Transportation industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Declared Dividend • Sep 20Second quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 27th September 2024 Payment date: 7th October 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%.
공시 • Sep 17Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on October 7, 2024The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on October 7, 2024, to shareholders of record at the close of business on September 27, 2024.
Recent Insider Transactions • Sep 16Chairman of the Board recently bought US$584k worth of stockOn the 11th of September, Michael Gerdin bought around 50k shares on-market at roughly US$11.67 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$10m worth in shares.
공시 • Aug 07Heartland Express, Inc. Announces Retirement of Michael Donovan, Chief Operating Officer of Smith TransportEffective August 2, 2024, Mr. Michael Donovan, Chief Operating Officer of Smith Transport, retired. In recognition of Mr. Donovan's service, the Compensation Committee awarded Mr. Donovan 26,261 shares of common stock. Heartland Express, Inc. would like to thank Mr. Donovan for his service and leadership to Smith Transport during his tenure.
분석 기사 • Aug 07There's No Escaping Heartland Express, Inc.'s (NASDAQ:HTLD) Muted RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.9x Heartland Express, Inc. ( NASDAQ:HTLD ) is a stock...
Reported Earnings • Jul 24Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.044 loss per share (down from US$0.098 profit in 2Q 2023). Revenue: US$274.8m (down 10% from 2Q 2023). Net loss: US$3.48m (down 145% from profit in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
분석 기사 • Jul 17Heartland Express (NASDAQ:HTLD) Is Making Moderate Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Jul 14Heartland Express Needs Some Stronger Beats To Change The NarrativeSummary Heartland Express has continued to struggle due to weak trucking demand, lower gains on equipment sales, and integration challenges with recent acquisitions tied to the weak operating environment. Q2 results should show evidence of stabilization for Heartland, with some sequential improvement in volumes, breakeven operating profits, and further progress in integrating Smith and CFI. The outlook for trucking in 2024 is still challenging; volumes and rates have improved some, and operators have left the market, but a slower economy is a real threat. Heartland looks undervalued on both longer-term cash flow and near-term EBITDA and EPS, but the risk of miss-and-lower quarters in 2024 remains very real. Read the full article on Seeking Alpha
Price Target Changed • Jul 09Price target decreased by 9.5% to US$11.40Down from US$12.60, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$11.61. Stock is down 25% over the past year. The company is forecast to post a net loss per share of US$0.29 compared to earnings per share of US$0.19 last year.
Declared Dividend • Jun 19First quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 25th June 2024 Payment date: 5th July 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%.
공시 • Jun 15Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on July 5, 2024The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on July 5, 2024, to shareholders of record at the close of business on June 25, 2024.
Recent Insider Transactions • May 02Chairman of the Board recently bought US$2.8m worth of stockOn the 30th of April, Michael Gerdin bought around 275k shares on-market at roughly US$10.14 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$17m worth in shares.
Reported Earnings • Apr 24First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$0.19 loss per share (down from US$0.16 profit in 1Q 2023). Revenue: US$270.3m (down 18% from 1Q 2023). Net loss: US$15.1m (down 220% from profit in 1Q 2023). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 24Price target decreased by 7.4% to US$12.60Down from US$13.60, the current price target is an average from 5 analysts. New target price is 22% above last closing price of US$10.33. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.034 for next year compared to US$0.19 last year.
Price Target Changed • Apr 09Price target decreased by 7.2% to US$12.80Down from US$13.80, the current price target is an average from 5 analysts. New target price is 18% above last closing price of US$10.89. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$0.017 for next year compared to US$0.19 last year.
분석 기사 • Apr 05Is Heartland Express (NASDAQ:HTLD) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Apr 02Consensus EPS estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.145 to US$0.166. Revenue forecast unchanged at US$1.17b. Net income forecast to shrink 9.3% next year vs 23% growth forecast for Transportation industry in the US . Consensus price target broadly unchanged at US$13.60. Share price fell 3.7% to US$11.06 over the past week.
공시 • Mar 30Heartland Express, Inc., Annual General Meeting, May 09, 2024Heartland Express, Inc., Annual General Meeting, May 09, 2024, at 08:00 Central Daylight. Location: headquarters, 901 Heartland Way North Liberty Iowa United States Agenda: To consider and act upon a proposal to elect seven directors of the company; to consider to ratify the appointment of Grant Thomton LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024; to consider to conduct an advisory, non-binding vote on the company's executive compensation; to consider and act upon such other matters as may properly come before the Annual Meeting and any adjournment thereof; and to transact such other business issues.
Declared Dividend • Mar 18Fourth quarter dividend of US$0.02 announcedDividend of US$0.02 is the same as last year. Ex-date: 25th March 2024 Payment date: 5th April 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%.
공시 • Mar 15Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on April 5, 2024The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on April 5, 2024, to shareholders of record at the close of business on March 26, 2024.
Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.19 (down from US$1.69 in FY 2022). Revenue: US$1.21b (up 25% from FY 2022). Net income: US$14.8m (down 89% from FY 2022). Profit margin: 1.2% (down from 14% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.20b to US$1.11b. EPS estimate also fell from US$0.233 per share to US$0.145 per share. Net income forecast to grow 6.2% next year vs 11% growth forecast for Transportation industry in the US. Consensus price target down from US$13.83 to US$13.50. Share price was steady at US$12.84 over the past week.
Reported Earnings • Feb 01Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.19 (down from US$1.69 in FY 2022). Revenue: US$1.21b (up 25% from FY 2022). Net income: US$14.8m (down 89% from FY 2022). Profit margin: 1.2% (down from 14% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.
Major Estimate Revision • Jan 10Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.054 to US$0.047 per share. Revenue forecast steady at US$1.23b. Net income forecast to shrink 48% next year vs 6.3% growth forecast for Transportation industry in the US . Consensus price target broadly unchanged at US$13.83. Share price was steady at US$13.40 over the past week.
분석 기사 • Jan 04Heartland Express (NASDAQ:HTLD) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Dec 22Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.069 to US$0.054. Revenue forecast unchanged from US$1.23b at last update. Net income forecast to shrink 68% next year vs 7.1% growth forecast for Transportation industry in the US . Consensus price target broadly unchanged at US$14.00. Share price rose 4.4% to US$14.31 over the past week.
Recent Insider Transactions • Dec 07Chairman of the Board recently bought US$611k worth of stockOn the 5th of December, Michael Gerdin bought around 44k shares on-market at roughly US$13.75 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.3m. Michael has been a buyer over the last 12 months, purchasing a net total of US$12m worth in shares.
Upcoming Dividend • Nov 27Upcoming dividend of US$0.02 per share at 0.6% yieldEligible shareholders must have bought the stock before 04 December 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (5.0%). Lower than average of industry peers (1.8%).
Recent Insider Transactions • Nov 24Chairman of the Board recently bought US$1.3m worth of stockOn the 20th of November, Michael Gerdin bought around 96k shares on-market at roughly US$13.08 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$2.9m. Michael has been a buyer over the last 12 months, purchasing a net total of US$12m worth in shares.
공시 • Nov 22Heartland Express, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 15, 2023The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on December 15, 2023, to shareholders of record at the close of business on December 5, 2023.
공시 • Nov 04Heartland Express, Inc. Announces Board ChangesOn October 30, 2023 the board of directors of Heartland Express, Inc. elected Brenda Lantz Ph.D. as a director of the company, effective immediately. Dr. Lantz will serve as a member of the company's nominating and governance committee and compensation committee. As a non-employee director, Dr. Lantz will receive compensation for her services as a member of the company's board of directors, and the committees of the board of directors on which she serves, that is consistent with compensation received by the other non-employee members of the company's board of directors. Dr. Brenda Lantz is the Associate Director of North Dakota State University's Upper Great Plains Transportation Institute (the UGPTI) as well as the Program Director for the Commercial Vehicle Safety Center (the CVSC) at UGPTI. As Associate Director, Dr. Lantz, helps lead the UGPTI’s research, education, and outreach activities. She assists in managing and promoting the institute while working to improve coordination among the institute’s centers and encouraging synergy among staff. As Program Director of the CVSC, Dr. Lantz serves as a point of contact for universities, law enforcement, and other agencies seeking assistance to establish partnerships to improve commercial vehicle safety in the U.S. Western region. She also conducts safety-related research and analysis. On November 1, 2023, Larry Gordon, a member of the board of directors of the company, provided notice to the company of his retirement as a board member effective immediately. Mr. Gordon's decision to retire is not a result of any disagreement with the company on any matter relating to the company's operations, policies, or practices. The company thanks Mr. Gordon for his 10 years of board service to the company.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$11.89, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 16x in the Transportation industry in the US. Total loss to shareholders of 34% over the past three years.
Price Target Changed • Oct 30Price target decreased by 7.4% to US$14.67Down from US$15.83, the current price target is an average from 6 analysts. New target price is 19% above last closing price of US$12.33. Stock is down 17% over the past year. The company is forecast to post earnings per share of US$0.079 for next year compared to US$1.69 last year.
Reported Earnings • Oct 28Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.14 loss per share (down from US$0.31 profit in 3Q 2022). Revenue: US$295.0m (up 7.7% from 3Q 2022). Net loss: US$10.7m (down 144% from profit in 3Q 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 7.1% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 27Price target decreased by 7.9% to US$15.20Down from US$16.50, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$12.36. Stock is down 17% over the past year. The company is forecast to post earnings per share of US$0.44 for next year compared to US$1.69 last year.
Major Estimate Revision • Oct 11Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from US$0.479 to US$0.42. Revenue forecast unchanged from US$1.25b at last update. Net income forecast to shrink 23% next year vs 14% decline forecast for Transportation industry in the US. Consensus price target down from US$16.50 to US$15.83. Share price rose 4.6% to US$15.12 over the past week.
공시 • Sep 16Heartland Express, Inc. Declares Regular Quarterly Dividend, Payable on October 5, 2023The Board of Directors of Heartland Express, Inc. announced the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on October 5, 2023, to shareholders of record at the close of business on September 25, 2023.
Recent Insider Transactions • Sep 10Chairman of the Board recently bought US$1.6m worth of stockOn the 6th of September, Michael Gerdin bought around 109k shares on-market at roughly US$14.86 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.7m. Michael has been a buyer over the last 12 months, purchasing a net total of US$10m worth in shares.
Recent Insider Transactions • Aug 27Chairman of the Board recently bought US$296k worth of stockOn the 22nd of August, Michael Gerdin bought around 20k shares on-market at roughly US$15.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$1.7m. Michael has been a buyer over the last 12 months, purchasing a net total of US$7.6m worth in shares.
Recent Insider Transactions • Aug 20Chairman of the Board recently bought US$1.7m worth of stockOn the 16th of August, Michael Gerdin bought around 111k shares on-market at roughly US$15.40 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of US$7.2m worth in shares.
Major Estimate Revision • Aug 07Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.31b to US$1.25b. EPS estimate also fell from US$0.711 per share to US$0.498 per share. Net income forecast to shrink 12% next year vs 5.8% decline forecast for Transportation industry in the US. Consensus price target of US$16.67 unchanged from last update. Share price fell 3.9% to US$15.71 over the past week.
공시 • Aug 05Heartland Express, Inc. Announces Retirement of Todd Smith, President of Smith Transport on August 31, 2023On July 31, 2023, Mr. Todd Smith, President of Smith Transport, announced his intent to retire on August 31, 2023. Heartland Express, Inc. would like to thank Mr. Smith for his service and leadership to Smith Transport during his tenure.