Proficient Auto Logistics slightly misses Q4 revenue estimates

Proficient Auto Logistics

09/02/2026 21:09

Overview

Auto logistics firm's Q4 operating revenue slightly missed analysts' expectations

Adjusted EBITDA and operating income for Q4 missed analysts' estimates

Company deliveries rose 19.1% yr/yr in Q4

Outlook

Company plans ongoing operating ratio reduction into 2026

Proficient aims to improve leverage and balance sheet position

Company sees external market conditions similar to late 2025

Result Drivers

GOODWILL IMPAIRMENT - Co recorded a $27.8 mln non-cash goodwill impairment charge, affecting operating income

INCREASED DELIVERIES - Total units delivered rose 16.2% in 2025, contributing to revenue growth

REVENUE PER UNIT DECLINE - Revenue per unit decreased due to customer mix, which partially offset volume growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Operating Revenue
Slight Miss*
$105.38 mln
$106.23 mln (4 Analysts)
Q4 Adjusted EBITDA
Miss
$9.21 mln
$11.49 mln (4 Analysts)
Q4 Adjusted Operating Income
Miss
$1.50 mln
$4 mln (3 Analysts)
Q4 Adjusted EBITDA Margin
8.70%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the passenger transportation, ground & sea peer group is "buy"

Wall Street's median 12-month price target for Proficient Auto Logistics Inc is $12.00, about 14.5% above its February 6 closing price of $10.48

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX7RG3WF

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)