Hub Group Management

Management criteria checks 4/4

Hub Group's CEO is Phil Yeager, appointed in Jul 2019, has a tenure of 4.83 years. total yearly compensation is $2.61M, comprised of 28.7% salary and 71.3% bonuses, including company stock and options. directly owns 0.65% of the company’s shares, worth €15.35M. The average tenure of the management team and the board of directors is 2.5 years and 5 years respectively.

Key information

Phil Yeager

Chief executive officer

US$2.6m

Total compensation

CEO salary percentage	28.7%
CEO tenure	4.8yrs
CEO ownership	0.6%
Management average tenure	2.5yrs
Board average tenure	5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Phil Yeager's remuneration changed compared to Hub Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Mar 31 2024	n/a	n/a	US$133m
Dec 31 2023	US$3m	US$750k	US$168m
Sep 30 2023	n/a	n/a	US$218m
Jun 30 2023	n/a	n/a	US$275m
Mar 31 2023	n/a	n/a	US$331m
Dec 31 2022	US$4m	US$633k	US$357m
Sep 30 2022	n/a	n/a	US$362m
Jun 30 2022	n/a	n/a	US$318m
Mar 31 2022	n/a	n/a	US$242m
Dec 31 2021	US$3m	US$575k	US$171m
Sep 30 2021	n/a	n/a	US$110m
Jun 30 2021	n/a	n/a	US$91m
Mar 31 2021	n/a	n/a	US$78m
Dec 31 2020	US$1m	US$544k	US$74m
Sep 30 2020	n/a	n/a	US$79m
Jun 30 2020	n/a	n/a	US$80m
Mar 31 2020	n/a	n/a	US$97m
Dec 31 2019	US$1m	US$475k	US$107m
Sep 30 2019	n/a	n/a	US$113m
Jun 30 2019	n/a	n/a	US$113m
Mar 31 2019	n/a	n/a	US$100m
Dec 31 2018	US$2m	US$400k	US$88m

Compensation vs Market: Phil's total compensation ($USD2.61M) is about average for companies of similar size in the German market ($USD2.56M).

Compensation vs Earnings: Phil's compensation has been consistent with company performance over the past year.

CEO

Phil Yeager (35 yo)

4.8yrs

Tenure

US$2,609,274

Compensation

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

Leadership Team

Name	Position	Tenure	Compensation	Ownership
David Yeager	Executive Chairman	15.5yrs	US$2.67m	1.31% $ 31.1m
Phillip Yeager	President	4.8yrs	US$2.61m	0.65% $ 15.4m
Brian Alexander	Executive VP & COO	1.3yrs	US$986.86k	0.058% $ 1.4m
Thomas LaFrance	Executive VP	2.8yrs	US$1.14m	0.048% $ 1.1m
Kevin Beth	Executive VP	less than a year	no data	0.090% $ 2.1m
Brent Rhodes	Chief Accounting Officer	less than a year	no data	0.0066% $ 157.7k
Dhruv Bansal	Executive VP & Chief Information Officer	2.2yrs	no data	0.034% $ 805.6k
Lorna Williams	Vice President of Investor Relations	less than a year	no data	no data
Brian Meents	Executive VP	5.3yrs	no data	0.027% $ 643.1k
Matthew Yeager	Executive Vice President of Procurement	5.3yrs	no data	0.018% $ 418.0k
Chris Hoffmeister	Executive Vice President & Chief Commercial Officer	5.3yrs	no data	no data
Troy Spolum	Executive Vice President of Intermodal	5.3yrs	no data	no data

2.5yrs

Average Tenure

45yo

Average Age

Experienced Management: HBG's management team is considered experienced (2.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
David Yeager	Executive Chairman	15.5yrs	US$2.67m	1.31% $ 31.1m
Phillip Yeager	President	1.3yrs	US$2.61m	0.65% $ 15.4m
Martin Slark	Independent Director	28.3yrs	US$300.08k	0.38% $ 8.9m
Michael Flannery	Independent Director	2.1yrs	US$300.08k	0.019% $ 456.7k
James Kenny	Independent Director	8yrs	US$300.08k	0.088% $ 2.1m
Peter McNitt	Lead Independent Director	7yrs	US$300.08k	0.069% $ 1.6m
Mary Boosalis	Independent Director	6yrs	US$300.07k	0.076% $ 1.8m
Gary Yablon	Independent Director	2yrs	US$300.08k	0.038% $ 893.0k
Jenell Ross	Independent Director	4yrs	US$300.08k	0.035% $ 835.2k
Lisa Dykstra	Independent Director	2yrs	US$185.53k	0.018% $ 438.6k

5.0yrs

Average Tenure

65.5yo

Average Age

Experienced Board: HBG's board of directors are considered experienced (5 years average tenure).

Hub Group Management

Management criteria checks 4/4

Key information

Recent management updates

Hub Group, Inc., Annual General Meeting, May 23, 2024

Hub Group, Inc. Announces Executive Changes, Effective January 1, 2024

Hub Group, Inc. Announces Management Changes, Effective January 1, 2024

High number of new directors

Hub Group, Inc. Announces Executive Changes

Hub Group, Inc. Announces the Resignation of Charles Reaves as Director

Recent updates

Hub Group, Inc. Provides Earnings Guidance for the Year 2024

First quarter 2024 earnings released: EPS: US$0.44 (vs US$0.95 in 1Q 2023)

Hub Group, Inc., Annual General Meeting, May 23, 2024

Hub Group, Inc. to Report Q1, 2024 Results on Apr 25, 2024

Full year 2023 earnings released: EPS: US$2.65 (vs US$5.37 in FY 2022)

Hub Group, Inc. Declares Quarterly Dividend, Payable on March 27, 2024

Hub Group, Inc. Provides Earnings Guidance for the Fiscal Year 2024

Full year 2023 earnings released: EPS: US$2.65 (vs US$5.37 in FY 2022)

Hub Group, Inc. to Report Q4, 2023 Results on Feb 01, 2024

Hub Group, Inc. (NasdaqGS:HUBG) acquired Forward Air Final Mile LLC (FAFM) from Forward Air Corporation (NasdaqGS:FWRD) for approximately $260 million.

Hub Group, Inc. Announces Executive Changes, Effective January 1, 2024

Hub Group, Inc. Announces Management Changes, Effective January 1, 2024

Hub Group, Inc. Provides Earnings Guidance for the Year 2023

Hub Group, Inc. (NasdaqGS:HUBG) announces an Equity Buyback for $250 million worth of its shares.

Third quarter 2023 earnings released: EPS: US$0.98 (vs US$2.64 in 3Q 2022)

Hub Group, Inc. to Report Q3, 2023 Results on Oct 26, 2023

Hub Group, Inc. Provides Earnings Guidance for the Full Year 2023

Second quarter 2023 earnings released: EPS: US$1.45 (vs US$3.06 in 2Q 2022)

Hub Group, Inc. to Report Q2, 2023 Results on Jul 27, 2023

Now 20% undervalued after recent price drop

First quarter 2023 earnings released: EPS: US$1.90 (vs US$2.60 in 1Q 2022)

Now 21% undervalued after recent price drop

Full year 2022 earnings released: EPS: US$10.75 (vs US$5.13 in FY 2021)

Investor sentiment improves as stock rises 17%

Hub Group, Inc. Provides Earnings Guidance for the Full Year 2023

High number of new directors

Hub Group, Inc. to Report Q4, 2022 Results on Feb 02, 2023

Hub Group, Inc. Announces Executive Changes

Third quarter 2022 earnings released: EPS: US$2.64 (vs US$1.30 in 3Q 2021)

Hub Group, Inc. Provides Earnings Guidance for the Full Year of 2022

Hub Group, Inc. (NasdaqGS:HUBG) announces an Equity Buyback for $200 million worth of its shares.

Hub Group, Inc. to Report Q3, 2022 Results on Oct 27, 2022

Hub Group, Inc. Announces the Resignation of Charles Reaves as Director

Hub Group, Inc. (NasdaqGS:HUBG) acquired TAGG Logistics, LLC for approximately $100 million.

President & COO recently sold €3.1m worth of stock

Second quarter 2022 earnings released: EPS: US$3.06 (vs US$0.80 in 2Q 2021)

Hub Group, Inc. Revised Earnings Guidance for the Full Year of 2022

Hub Group, Inc. to Report Q2, 2022 Results on Aug 03, 2022

Hub Group, Inc. Announces Board Appointments

Hub Group, Inc. Announces Board Appointments

Investor sentiment improved over the past week

First quarter 2022 earnings released: EPS: US$1.29 (vs US$0.52 in 1Q 2021)

Hub Group, Inc. to Report Q1, 2022 Results on Apr 28, 2022

Hub Group, Inc., Annual General Meeting, May 24, 2022

Investor sentiment deteriorated over the past week

Hub Group, Inc. Appoints Michael E. Flannery as Director, Effective April 1, 2022

Hub Group, Inc. Provides Earnings Guidance for the Full Year of 2022

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Insufficient new directors

Third quarter 2021 earnings released: EPS US$1.26 (vs US$0.75 in 3Q 2020)

Second quarter 2021 earnings released: EPS US$0.77 (vs US$0.40 in 2Q 2020)

Executive Officer Terri Pizzuto has left the company

Executive VP, General Counsel & Secretary Douglas Beck has left the company

First quarter 2021 earnings released: EPS US$0.52 (vs US$0.40 in 1Q 2020)

Hub Group, Inc. Provides Earnings Guidance for the Year 2021

Insider recently sold €708k worth of stock

New 90-day high: €50.00

Revenue beats expectations

Full year 2020 earnings released: EPS US$2.22 (vs US$3.22 in FY 2019)

Full year 2020 earnings released

Revenue beats expectations

Hub Group, Inc. to Report Q4, 2020 Results on Feb 04, 2021

New 90-day high: €48.00

Independent Director recently sold €186k worth of stock

Hub Group, Inc. (NasdaqGS:HUBG) acquired Nonstopdelivery, Inc. for $94.5 million.

New 90-day high: €47.80

Third quarter 2020 earnings released: EPS US$0.75

Revenue beats expectations

Third quarter earnings released