Overview
Transportation services provider's Q4 operating revenue slightly beat analyst expectations
Omni segment achieved highest revenue and EBITDA since acquisition
Expedited Freight segment's Q4 EBITDA and margin improved significantly yr/yr
Outlook
Company did not provide specific guidance for future quarters or full year 2026
Result Drivers
OMNI SEGMENT PERFORMANCE - Omni segment achieved highest revenue and EBITDA since acquisition, driven by strong demand for diversified service offerings
EXPEDITED FREIGHT IMPROVEMENT - Expedited Freight segment's EBITDA and margin improved significantly due to optimal pricing and expense management
INTERMODAL CHALLENGES - Intermodal segment faced revenue and EBITDA decline due to trade-related softness and seasonality
Company press release: ID:nBw4d0w8da
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Operating Revenue | Slight Beat* | $631.23 mln | $629.46 mln (5 Analysts) |
Q4 Operating Margin | -0.5% |
*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", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the courier, postal, air freight & land-based logistics peer group is "buy"
Wall Street's median 12-month price target for Forward Air Corp (Delaware) is $32.00, about 15% above its February 20 closing price of $27.82
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.)