Every material Form 8-K Marten Transport filed with the SEC in 2026, 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.
Marten Transport reported third-quarter 2026 net income of $2.9 million, or 4 cents per diluted share, up from $2.2 million, or 3 cents, a year earlier, on operating revenue of $223.2 million. Net income for the first nine months fell to $9.6 million from $13.7 million, and management said higher net fuel and health insurance costs reduced third-quarter net income by $3.7 million. The filing includes no earnings guidance.
Q3 2026 net income was $2.9 million, or 4 cents per diluted share, versus $2.2 million, or 3 cents, in Q3 2025.
Operating revenue was $223.2 million versus $220.5 million; fuel surcharge revenue rose to $39.0 million from $26.5 million.
Nine-month net income was $9.6 million, or 12 cents per diluted share, versus $13.7 million, or 17 cents, a year earlier.
Management said net fuel and health insurance costs reduced Q3 net income by $3.7 million, or 4.5 cents per share, partly offset by a larger equipment sale gain.
Marten Transport amended its unsecured revolving credit agreement on August 19, 2026, extending the term to August 19, 2031 and raising the letter of credit sublimit to $50 million. The amendment also lowers the maximum aggregate principal amount to $100 million from $105 million and updates the margins for Term SOFR advances. For shareholders, the filing shows a longer borrowing term and a smaller maximum facility size, and the full Second Amendment will be filed with the next Form 10-Q.
Second Amendment dated August 19, 2026 extends the credit agreement term to August 19, 2031.
Letter of credit sublimit increases to $50 million from $35 million.
Maximum aggregate principal amount decreases to $100 million from $105 million; a Second Amended and Restated Revolving Note allows up to $50 million.
Full Second Amendment will be attached to Marten's next Quarterly Report on Form 10-Q.
Marten Transport reported second-quarter 2026 net income of $5.3 million, or 7 cents per diluted share, down from $7.2 million, or 9 cents, a year earlier. Operating revenue fell 2.8% to $223.5 million, partly reflecting the 2025 sale of its intermodal operations, and net income rose 286.3% from the first quarter of 2026. The filing gives no financial guidance, and the company is furnishing an investor presentation under Regulation FD.
Q2 2026 net income was $5.3 million, or 7 cents per diluted share, versus $7.2 million, or 9 cents, in Q2 2025
Operating revenue was $223.5 million versus $229.9 million; intermodal operations, sold in 2025, had $11.7 million of revenue in the 2025 quarter
Operating income was $6.9 million versus $9.7 million, and the consolidated operating ratio rose to 96.9% from 95.8%
Net income improved 286.3% sequentially from $1.4 million in Q1 2026; six-month net income was $6.7 million versus $11.5 million
On June 12, 2026, Marten Transport entered into a First Amendment to its August 16, 2022 unsecured revolving credit agreement with U.S. Bank National Association, as agent. The amendment raises the letter of credit sublimit from $30 million to $35 million and the maximum aggregate principal amount from $100 million to $105 million. The filing does not report any borrowings under the facility, so the change expands available borrowing capacity rather than showing new debt drawn.
Amendment dated June 12, 2026 raises the letter of credit sublimit from $30 million to $35 million.
Maximum aggregate principal amount that can be increased to rises from $100 million to $105 million.
Amended and Restated Revolving Note provides for up to $35 million aggregate principal.
Original five-year unsecured revolving facility was entered into August 16, 2022 with U.S. Bank National Association as agent.
At its May 5, 2026 annual meeting, stockholders elected all seven director nominees, approved the advisory say-on-pay resolution, and ratified Grant Thornton LLP as auditor for 2026. The Compensation Committee also raised base salaries for five named executive officers, effective April 5, 2026, and adopted a revised Executive Officer Performance Incentive Plan that changes how the bonus pool is calculated.
Chairman and CEO Randolph L. Marten's base salary rose from $818,000 to $842,600, effective April 5, 2026
President Douglas P. Petit's base salary rose from $401,000 to $440,000; Randall J. Baier's rose from $300,000 to $330,000
Revised incentive plan uses audited net income without adjustments and requires the net income increase to be at least 65 percent of the pre-bonus increase
Stockholders approved executive compensation with 71,852,429 votes for and 722,632 against; Grant Thornton LLP ratification received 75,043,366 votes for
Marten Transport reported first-quarter 2026 net income of $1.4 million, or 2 cents per diluted share, down from $4.3 million, or 5 cents, a year earlier. Operating revenue fell 8.8% to $203.5 million, and the company said winter storms and higher diesel prices weighed on results, while its intermodal business, sold in 2025, no longer contributes revenue.
Operating revenue was $203.5 million, compared with $223.2 million in the first quarter of 2025, a decline of 8.8%.
Operating income was $1.6 million, compared with $5.9 million a year earlier.
Dedicated segment revenue fell 13.8% to $63.5 million, and the consolidated operating ratio rose to 99.2% from 97.4%.
The company declared a dividend of $0.06 per common share, unchanged from the prior-year quarter.
Marten Transport reported fourth-quarter 2025 net income of $3.7 million, or 5 cents per diluted share, down from $5.6 million, or 7 cents, a year earlier, as operating revenue fell 8.8% to $210.1 million. Full-year 2025 net income was $17.4 million, or 21 cents per diluted share, compared with $26.9 million, or 33 cents, in 2024. Quarterly profit improved from the third quarter, but both the quarter and the year show lower earnings than the prior year.
Q4 2025 net income was $3.7 million, or 5 cents per diluted share, versus $5.6 million, or 7 cents, in Q4 2024.
Q4 2025 operating revenue was $210.1 million, down from $230.4 million; the Intermodal operations were sold effective September 30, 2025.
Full-year 2025 net income was $17.4 million, or 21 cents per diluted share, versus $26.9 million, or 33 cents, in 2024.
Q4 2025 net income rose 66.1% from $2.2 million in Q3 2025.
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 Marten Transport filing is on SEC EDGAR ↗. 8-K briefs of other companies →