Hub Group reported flat EPS year over year in its latest quarter. Revenue fell 5.3%. ACCE score sits at 48 with a Value sub-score of 82. Full breakdown inside.
$HUBG reported earnings for its latest quarter, reported September 24, 2026. EPS came in at $0.45, exactly matching the $0.45 posted in the same period a year earlier, a year-over-year change of 0.0%. Revenue fell 5.3% year over year.
The top-line decline is the sharper story here. Holding EPS flat while revenue contracts by more than five percent suggests some degree of cost discipline, though with a net margin of just 2.8%, there is not much cushion in the model. FCF yield sits at 7.8%, which is the more encouraging number in the data set.
The trailing P/E is 17.4 and the forward P/E is 15.2, implying the market expects earnings to improve from here. Whether that plays out depends on freight volume trends that we do not have guidance commentary to address.
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What it means
The ACCE score for $HUBG is 48 out of 100. The breakdown tells a split story: Value scores 82, which reflects the gap between the current price of $29.58 and the 6-model fair value estimate of $40.24, a 36.0% difference. Growth scores 35 and Momentum scores 25, consistent with a stock that has returned -14.1% over the past year and is reporting shrinking revenue.
The analyst consensus target is $38.58, close to the model fair value, so the valuation discount is not a contrarian outlier. The question is what closes it. With revenue trending down and earnings flat, the Value score of 82 reflects price compression more than fundamental strength.
ROE is 6.2% and earnings quality is flagged as mixed, which adds a layer of caution to the headline EPS number. The dividend yield of 1.7% provides some return while the freight cycle works itself out.
We do not have guidance from management for the coming quarter, so the forward P/E of 15.2 is based on analyst estimates rather than company commentary. For the current price and full score breakdown, see acceinvestments.com/stocks/HUBG.
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