Every material Form 8-K Hub Group filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Hub Group reported third quarter 2025 results on October 30, 2025. Revenue fell 5% to $934 million amid softer freight demand, while GAAP diluted EPS rose to $0.47 from $0.39 and adjusted EPS fell to $0.49 from $0.52. The company also gave a 2025 diluted EPS outlook of $1.80 to $1.90, and the filing does not state how that compares with prior guidance.
Revenue of $934 million, down 5% from $987 million a year earlier; Logistics segment revenue fell to $402 million from $461 million.
GAAP diluted EPS of $0.47 versus $0.39 a year earlier; adjusted EPS (non-GAAP) of $0.49 versus $0.52.
2025 outlook: diluted EPS of $1.80 to $1.90 and revenue of approximately $3.6 billion to $3.7 billion.
Closed acquisitions of Marten Transport Intermodal assets and SITH, LLC; net debt/EBITDA was 0.4x as of September 30, 2025.
Hub Group said its Chief Legal Officer and Corporate Secretary, Thomas P. LaFrance, will retire effective January 2, 2026, and will assist with transition activities through March 6, 2026. Eric Braun, a former Caterpillar deputy general counsel, will become Executive Vice President, Chief Legal Officer and Corporate Secretary effective January 3, 2026, after joining the company on October 29, 2025.
Thomas P. LaFrance notified the company on September 18, 2025 of his decision to retire from his current role effective January 2, 2026.
LaFrance is expected to assist with transition activities through March 6, 2026 under an agreement the company expects to sign.
Eric Braun joins Hub Group on October 29, 2025 and becomes Chief Legal Officer and Corporate Secretary on January 3, 2026.
Braun spent more than 20 years at Caterpillar, most recently as Vice President and Deputy General Counsel, and previously practiced law at Greenebaum Doll & McDonald.
Hub Group reported second quarter 2025 results on July 31, 2025, with revenue down 8% year over year to $906 million and GAAP diluted EPS of $0.42, compared with $0.47 a year earlier. Adjusted EPS of $0.45, which excludes $2.6 million of vendor settlement expenses, also declined from $0.47, and the company issued 2025 diluted EPS guidance of $1.80 to $2.05 with revenue of approximately $3.6 billion to $3.8 billion.
Revenue of $906 million, down from $986 million in Q2 2024; intermodal volume grew 2%
GAAP diluted EPS of $0.42 vs. $0.47 a year earlier; adjusted EPS of $0.45 excludes $2.6 million in vendor settlements
Operating income of $34 million (3.8% of revenue) vs. $39.5 million (4.0%) a year earlier
2025 outlook: diluted EPS of $1.80 to $2.05 and revenue of approximately $3.6 billion to $3.8 billion
Hub Group entered a $450 million revolving credit agreement with Bank of Montreal as administrative agent on June 20, 2025, and terminated its 2022 credit agreement the same day after repaying all outstanding borrowings under it. The new facility matures June 20, 2030, and can be increased by up to $300 million if conditions are met, giving the company updated borrowing capacity on the filing's stated terms.
Revolving credit facility of $450 million, maturing June 20, 2030, with sublimits of $75 million for letters of credit and $15 million for swingline loans
Borrowings bear interest at Term SOFR plus 100.0 to 175.0 basis points, or base rate plus 0.0 to 75.0 basis points, based on the Total Net Leverage Ratio
Covenants require a Total Net Leverage Ratio of no more than 3.00 to 1.00 and interest coverage of at least 3.00 to 1.00
The 2022 Credit Agreement was terminated with no early termination penalties reported; the company stated the new facility may be used for permitted acquisitions, working capital, capital expenditures and general corporate purposes
Hub Group said its Chief Accounting Officer, Brent Rhodes, will resign effective June 27, 2025, to pursue another opportunity, and that the resignation does not involve any disagreement over financial policies or procedures. The company named Dennis Mathews, its current Vice President of Internal Audit, as the new Chief Accounting Officer effective June 30, 2025, giving shareholders a clear successor for a key financial reporting role.
Brent Rhodes notified the company on June 2, 2025 of his resignation as Chief Accounting Officer, effective June 27, 2025
Rhodes will stay in the role until the effective date and help with the transition of his duties
Dennis Mathews was appointed Chief Accounting Officer on June 6, 2025, effective June 30, 2025
Mathews joined Hub Group on March 18, 2024 and is a Certified Public Accountant with thirteen years in assurance services at a national accounting firm
Hub Group reported first quarter 2025 results on May 8, 2025. Revenue fell 8% from a year earlier, while diluted earnings per share held at $0.44 and operating margin rose 40 basis points to 4.1%. The company also gave 2025 guidance of $1.75 to $2.25 in diluted EPS and $3.6 billion to $4.0 billion in revenue.
Q1 2025 revenue was $915 million, down 8% from $999 million in Q1 2024, as lower intermodal and brokerage revenue per unit and lower fuel revenue offset 8% intermodal volume growth.
Diluted EPS was $0.44, the same as the prior year, and net income was $27 million.
Operating income was $37 million, or 4.1% of revenue, versus 3.7% a year earlier.
2025 outlook calls for diluted EPS of $1.75 to $2.25 and revenue of about $3.6 billion to $4.0 billion; the filing does not compare this with prior guidance.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Hub Group filing is on SEC EDGAR ↗. 8-K briefs of other companies →