Proficient Auto Logistics (NASDAQ:PAL) Posts Quarterly Earnings Results, Beats Expectations By $0.08 EPS

Proficient Auto Logistics (NASDAQ:PAL) announced its earnings results on Monday. The company reported $0.17 earnings per share for the quarter, topping analysts’ consensus estimates of $0.09 by $0.08, Zacks reports. Proficient Auto Logistics had a negative net margin of 3.12% and a negative return on equity of 1.44%.

Here are the key takeaways from Proficient Auto Logistics’ conference call:

• Proficient grew to $430.4 million in 2025 revenue (up 10.7%), delivered over 2.3 million vehicles, and reported a 32% year‑over‑year increase in fourth‑quarter Adjusted EBITDA, helped by the Brothers acquisition and market‑share gains.
• The company recorded a non‑cash goodwill impairment charge of $27.8 million in Q4 after an updated discounted cash flow review reflecting weaker market conditions since the IPO.
• Cash flow and deleveraging improved meaningfully — net debt to trailing‑12‑month Adjusted EBITDA fell to 1.5x (from 2.2x mid‑year), enhancing flexibility for targeted M&A while management prioritizes further debt reduction.
• Fourth‑quarter profitability was pressured by reduced operating leverage from weaker core market volumes and elevated insurance claims (one major accident led to reserving the full liability retention of $500,000), though claims are expected to normalize.
• For 2026 management expects year‑over‑year revenue growth driven by ongoing market‑share gains and selective M&A (pipeline active), expects revenue per unit roughly stable, targets a 150 basis‑point improvement in Adjusted Operating Ratio, and plans light maintenance CapEx of about $10–15 million.

Proficient Auto Logistics Stock Down 0.4%

Proficient Auto Logistics stock traded down $0.04 during trading on Monday, hitting $10.44. 342,987 shares of the company were exchanged, compared to its average volume of 216,610. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.17. The business’s 50 day moving average is $9.89 and its 200 day moving average is $8.11. Proficient Auto Logistics has a 52 week low of $5.76 and a 52 week high of $11.37. The company has a market capitalization of $290.55 million, a P/E ratio of -522.00, a PEG ratio of 2.10 and a beta of 2.17.

Insider Buying and Selling

In other news, Director John Skiadas sold 41,100 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $7.34, for a total transaction of $301,674.00. Following the sale, the director directly owned 1,870,867 shares in the company, valued at $13,732,163.78. This represents a 2.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Insiders sold a total of 75,000 shares of company stock valued at $548,429 in the last quarter. 13.90% of the stock is currently owned by corporate insiders.

Institutional Trading of Proficient Auto Logistics

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Proficient Auto Logistics by 44.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,506 shares of the company’s stock valued at $105,000 after buying an additional 3,866 shares during the period. Millennium Management LLC grew its stake in shares of Proficient Auto Logistics by 5.9% during the 1st quarter. Millennium Management LLC now owns 634,277 shares of the company’s stock worth $5,309,000 after purchasing an additional 35,335 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in shares of Proficient Auto Logistics during the 1st quarter valued at approximately $215,000. Jones Financial Companies Lllp acquired a new position in shares of Proficient Auto Logistics in the 1st quarter valued at $73,000. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Proficient Auto Logistics by 138.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 105,585 shares of the company’s stock worth $884,000 after acquiring an additional 61,272 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on PAL. Barrington Research reiterated an “outperform” rating and issued a $12.00 price target on shares of Proficient Auto Logistics in a research note on Friday, January 23rd. Stifel Nicolaus lifted their price objective on shares of Proficient Auto Logistics from $11.00 to $12.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Two research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Proficient Auto Logistics currently has a consensus rating of “Hold” and a consensus price target of $12.00.

Proficient Auto Logistics Company Profile

Proficient Auto Logistics, Inc focuses on providing auto transportation and logistics services in North America. It primarily focuses on transporting and delivering finished vehicles from automotive production facilities, ports of entry, and rail yards to a network of automotive dealerships. The company operates approximately 1,130 auto transport vehicles and trailers, including 615 company-owned transport vehicles and trailers. It serves auto companies, electric vehicle producers, auto dealers, auto auctions, rental car companies, and auto leasing companies.