$HUBG Reports Flat EPS, Revenue Slides 5.3% in Latest Quarter
Hub Group $HUBG posted flat EPS year over year and a 5.3% revenue drop in its most recent quarter. ACCE score sits at 50. Here's what the numbers show.
$HUBG reported earnings for its most recent quarter (reported September 17, 2026). EPS came in at $0.45, unchanged from $0.45 in the same period a year earlier, a year-over-year change of exactly 0.0%. Revenue fell 5.3% year over year. The result was a narrow miss relative to expectations, coming in -0.1% below the consensus estimate.
The stock closed at $33.12 on September 16, 2026, giving Hub Group a market cap of $2.05B. The trailing P/E sits at 20.3, while the forward P/E drops to 14.3, which implies the market expects earnings to improve from here. We don't have guidance commentary from management to confirm or challenge that view.
What it means
The revenue decline is the headline concern. A 5.3% drop while holding EPS flat suggests cost discipline is doing real work, but it can only go so far if the top line keeps contracting. Net margin stands at 2.8%, which is thin, and ROE of 6.2% is modest for an industrial company. These aren't alarming numbers on their own, but they don't leave much cushion.
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The ACCE score of 50 out of 100 reflects a mixed picture. The Value sub-score of 83 is the standout: the 6-model fair value estimate comes to $42.83, which represents a 29.3% premium to the current price. The analyst consensus target of $41.00 points in the same direction. On the other side, Growth scores 35 and Momentum scores 34, consistent with a stock that has returned -11.9% over the past year and is still losing revenue.
FCF yield of 6.7% is a genuine positive. It means the business is generating cash relative to its price even as revenue shrinks, and it supports the 1.4% dividend yield without obvious strain. Earnings quality is flagged as mixed, so that FCF figure warrants a closer look rather than being taken at face value.
The gap between the forward P/E of 14.3 and the trailing P/E of 20.3 is meaningful. If earnings recover as the forward multiple implies, the valuation looks reasonable. If revenue keeps sliding and cost cuts run out of room, that gap closes the wrong way. For current numbers and score updates, see acceinvestments.com/stocks/HUBG.
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