PAL
Proficient Auto Logistics, Inc.9.99
-0.11-1.09%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Capacity tightens; pricing discipline surfaces.
Q&A spotlighted tightening auto hauling capacity from CDL enforcement audits, hitting new recruits hardest, though Proficient stays somewhat insulated via experienced hires. Management stressed pricing discipline—walking from low OEM bids by underutilized carriers—while positioning for rebids on disrupted lanes. Specific 2026 tailwinds emerged: insurance/benefits consolidation, restructuring savings, and shifting to company drivers for 300-400bps OR gains. Debt paydown leads capital allocation; M&A pipeline eyes 1-2 deals yearly. Answers reaffirmed revenue growth and 150bps OR target via share gains sans market lift. Capacity fragility matters for the thesis.
Key Stats
Market Cap
278.02MP/E (TTM)
-Basic EPS (TTM)
-0.10Dividend Yield
0%Recent Filings
10-K
8-K
Q1 revenue miss, $15M buyback
Proficient Auto Logistics reported preliminary January-February 2026 revenue of ~$55M, 4% below 2025 amid plant shutdowns, weak SAAR, and weather disruptions, dragging Q1 below prior expectations with higher adjusted operating ratio. Board authorized $15M share repurchase program, effective immediately, to deploy capital flexibly. Run rates now normalized; March outlook holds.
8-K
Lal joins PAL board
Proficient Auto Logistics appointed Rohit Lal to its Board on February 26, 2026, adding him to the Audit and Nominating Committees. Lal, Saia's EVP of IT Strategy, brings deep tech expertise from cloud apps and cybersecurity at Saia and Coca-Cola. He gets $50,000 cash and $75,000 in RSUs. Tech-savvy addition sharpens oversight.
8-K
Revenue up 10.7%, impairment stings
Proficient Auto Logistics reported full-year 2025 revenue of $430.4 million, up 10.7% from 2024, with units delivered surging 16.2% to 2,311,234. Yet a $27.8 million non-cash goodwill impairment flipped operating income to a $32.3 million loss; adjusted operating income held at $10.8 million. Balance sheet strengthened: net debt fell to $60 million at 1.5x leverage. Weaker auto sales hit margins hard.
8-K
Earnings call scheduled
Proficient Auto Logistics announced executive participation in the Stifel Transportation & Logistics Conference on February 10-11, 2026, with materials posted online that day. It will also host a call on February 9 at 4:30 p.m. EST to discuss preliminary unaudited Q4 and full-year 2025 results, issued via press release at 4:00 p.m. Results remain subject to audit adjustments. No numbers disclosed yet.
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