Logistics solutions provider Hub Group (NASDAQ: HUBG) is expected to be announcing earnings results next Friday afternoon. Here’s what you need to know.
Hub Group beat analysts’ revenue expectations last quarter, reporting revenues of $934.5 million, down 5.3% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ EPS estimates.
Is Hub Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Hub Group’s revenue to decline 5.3% year on year, a further deceleration from the 1.2% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.
Looking at Hub Group’s peers in the transportation and logistics segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Expeditors’s revenues decreased 3.3% year on year, meeting analysts’ expectations, and Matson reported a revenue decline of 4.3%, topping estimates by 0.5%. Expeditors traded down 5.2% following the results while Matson was up 1.8%.
Read our full analysis of Expeditors’s results here and Matson’s results here.
The market narrative shifted from AI-driven sector rotation in late 2025 to geopolitical shock as the US-Iran conflict dominated early 2026. While some of the transportation and logistics stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 11.4% on average over the last month. Hub Group is down 17.7% during the same time and is heading into earnings with an average analyst price target of $43.53 (compared to the current share price of $35.39).
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