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Heartland Express, Inc.(HTLD)Earnings, Financials & Key Ratios
HTLD•NASDAQ
$14.89
Price updated Jul 7, 2026
AboutHeartland Express, Inc., together with its subsidiaries, operates as a short-to-medium haul truckload carrier in the United States and Canada. It primarily provides nationwide asset-based dry van truckload service for shippers from Washington to Florida and New England to California; and temperature-controlled truckload services. The company offers its services under the Heartland Express and Millis Transfer brand names. It primarily serves retailers and manufacturers in consumer goods, appliances, food products, and automotive industries. The company was founded in 1978 and is headquartered in North Liberty, Iowa.Show more
- Revenue$806M-23.1%
- EBITDA$97M-36.7%
- Net Income-$52M-76.5%
- EPS (Diluted)-0.67-76.3%
- Gross Margin8.38%-20.3%
- EBITDA Margin12.08%-17.7%
- Operating Margin-7.68%-189.9%
- Net Margin-6.51%-129.4%
- ROE-6.65%-88.8%
HTLD Price & Volume
Heartland Express, Inc. (HTLD) stock price & volume — 10-year historical chart
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Persistent Freight Recession Strains Heartland Operational Profitability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Strained
Cash Flow:Deteriorating
Primary Risk:Negative operating margin persistence
Key Thesis Takeaways
- Heartland Express faces a challenging fundamental outlook as it navigates a prolonged freight recession, evidenced by seven quarters of negative operating income out of the last ten.
- The company's aggressive acquisition-led growth strategy appears to have permanently diluted legacy margins, with 2026Q1 revenue contracting by 19.7% year-over-year.
- Investors should monitor the sustainability of the current asset-light pivot, as the company relies on asset sales to offset operational losses and maintain liquidity.
Verdict Logic
the company continues to report negative net income and maintains a forward P/E of 745.67, indicating significant valuation risk relative to its current operational performance.
HTLD Growth Metrics
Heartland Express, Inc. (HTLD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years0.9%
5 Years4.54%
3 Years-5.93%
TTM-23.49%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-52.36%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-52.9%
Return on Capital
10 Years6.95%
5 Years2.48%
3 Years-2.48%
Last Year-5.39%
HTLD Recent Earnings
Heartland Express, Inc. (HTLD) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 2/12 qtrs (17%)
Q2 2026Latest
Apr 23, 2026Metric
Actual
Est
EPS
$0.06+53.8%
$0.13
Rev
$176M+0.6%
$175M
Q1 2026
Feb 3, 2026Metric
Actual
Est
EPS
$0.06+14.3%
$0.07
Rev
$179M-6.6%
$192M
Q4 2025
Oct 31, 2025Metric
Actual
Est
EPS
$0.11+0.0%
$0.11
Rev
$197M+1.0%
$195M
Q3 2025
Jul 24, 2025Metric
Actual
Est
EPS
$0.14-75.0%
$0.08
Rev
$210M-1.0%
$212M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 23, 2026 | $0.06vs $0.13+53.8% | $176Mvs $175M+0.6% |
| Q1 2026 | Feb 3, 2026 | $0.06vs $0.07+14.3% | $179Mvs $192M-6.6% |
| Q4 2025 | Oct 31, 2025 | $0.11vs $0.11+0.0% | $197Mvs $195M+1.0% |
| Q3 2025 | Jul 24, 2025 | $0.14vs $0.08-75.0% | $210Mvs $212M-1.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Heartland Express, Inc. (HTLD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.89 | $1.15B | -22.22 | -23.08% | -6.51% | -6.65% | 0.54% | |
| $43.32 | $2.6B | -180.50 | -1.84% | -0.28% | -0.61% | — | |
| $17.24 | $1.41B | 82.10 | -8.31% | 1.68% | 1.89% | — | |
| $35.77 | $6.27B | 60.63 | 7.25% | 1.73% | 3.24% | — | |
| $74.34 | $12.08B | 181.32 | 0.8% | 0.45% | 0.48% | — | |
| $275.00 | $25.93B | 44.93 | -0.73% | 5.13% | 17.3% | — |
Compare HTLD vs Peers
Heartland Express, Inc. (HTLD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
HTLD SEC Filings & Documents
Heartland Express, Inc. (HTLD) SEC filings — annual & quarterly reports (10-K, 10-Q)
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HTLD Frequently Asked Questions
Heartland Express, Inc. (HTLD) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Heartland Express, Inc.'s revenue?
Heartland Express, Inc. (HTLD) reported $762.5M in revenue for fiscal year 2025. This represents a 233% increase from $229.0M in 1996.
How fast is Heartland Express, Inc. growing?
Heartland Express, Inc. (HTLD) saw revenue decline by 23.1% over the past year.
Is HTLD profitable?
Heartland Express, Inc. (HTLD) reported a net loss of $43.4M for fiscal year 2025.
Dividend & Returns
Does HTLD pay dividends?
Yes, Heartland Express, Inc. (HTLD) pays a dividend with a yield of 0.54%. This makes it attractive for income-focused investors.
What is HTLD's return on equity?
Heartland Express, Inc. (HTLD) has a return on equity (ROE) of -6.6%. Negative ROE indicates the company is unprofitable.
What is Heartland Express, Inc.'s free cash flow?
Heartland Express, Inc. (HTLD) had negative free cash flow of $64.0M in fiscal year 2025, likely due to heavy capital investments.