Hub Group, Inc. (NASDAQ:HUBG), an Illinois-based transportation management company, is poised to report a decline in both earnings and revenues for the most recently ended quarter, according to analyst expectations. This cautious outlook follows a series of downward earnings revisions and reflects ongoing challenges in the firm's core markets.

For the first quarter of 2025, Hub Group reported revenues of $915.2 million, representing an 8.4% decrease year-over-year and falling 5.7% short of analyst forecasts. Despite the top-line miss, the company registered a GAAP profit of $0.44 per share, slightly exceeding consensus EPS estimates by 3%. (source)

Following these results, management revised Hub Group's full-year guidance, projecting revenue at a midpoint of $3.8 billion—an 8.4% reduction from previous expectations—and setting a full-year EPS target of $2.00. This new projection falls 5.2% below analyst consensus estimates. (source)

As a consequence, analysts tracking Hub Group have lowered their expectations. Barclays reduced its price target from $45 to $40, maintaining an "Equal Weight" rating due to revenue uncertainty and a broad range in earnings guidance. (source) Benchmark took a similar approach, lowering its price target from $49 to $40 but keeping a "Buy" rating, citing a slower recovery in intermodal shipping rates. (source)

The consensus among 13 analysts now places the average 12-month price target for Hub Group at $38.86, with a range between $33.13 and $45.00. The reassessment comes amid persistent pressures in the company's intermodal business—the segment at the heart of its set-backs—and ongoing market volatility. (source)

Stock market data as of Tuesday, July 29, 2025 (00:15:00 UTC), show Hub Group shares trading at $35.62, down 1.3% from the previous close, marking a decline of $0.47 (-0.01%) on the day. The company, which is listed on the NASDAQ exchange, continues to trade below both the consensus and upper-range analyst price targets.

Analysts note that while downward revisions before quarterly reports typically signal cautiousness, they do not always predict a miss compared to consensus expectations. In the last reported quarter, for instance, Hub Group delivered a positive earnings surprise. Over the previous four quarters, the company has exceeded consensus earnings estimates twice. For more information on market expectations and forecasting surrounding this earnings release, readers can view the original article on Yahoo Finance.

Despite the possibility of positive surprises, many market participants remain watchful of broader business conditions, guidance, and sector dynamics affecting the company’s near-term prospects.