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

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

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 Performance

Proficient Auto Logistics stock traded down $0.04 during midday trading on Monday, reaching $10.44. 342,987 shares of the company traded hands, compared to its average volume of 216,635. Proficient Auto Logistics has a 12 month low of $5.76 and a 12 month high of $11.37. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.14 and a quick ratio of 1.14. The business has a 50 day moving average of $9.89 and a two-hundred day moving average of $8.11. The firm has a market capitalization of $290.55 million, a price-to-earnings ratio of -522.00, a price-to-earnings-growth ratio of 2.10 and a beta of 2.17.

Insiders Place Their Bets

In other news, Director John Skiadas sold 18,270 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $7.27, for a total value of $132,822.90. Following the transaction, the director directly owned 1,852,597 shares in the company, valued at $13,468,380.19. This trade represents a 0.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. In the last ninety days, insiders have sold 75,000 shares of company stock worth $548,429. 13.90% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Proficient Auto Logistics

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Windsor Advisory Group LLC purchased a new position in shares of Proficient Auto Logistics in the third quarter worth $254,000. Sender Co & Partners Inc. increased its holdings in Proficient Auto Logistics by 41.2% in the 3rd quarter. Sender Co & Partners Inc. now owns 36,700 shares of the company’s stock valued at $253,000 after acquiring an additional 10,711 shares during the last quarter. Alyeska Investment Group L.P. increased its holdings in Proficient Auto Logistics by 12.6% in the 3rd quarter. Alyeska Investment Group L.P. now owns 524,953 shares of the company’s stock valued at $3,617,000 after acquiring an additional 58,825 shares during the last quarter. Millennium Management LLC boosted its holdings in shares of Proficient Auto Logistics by 1.4% during the 3rd quarter. Millennium Management LLC now owns 619,946 shares of the company’s stock valued at $4,271,000 after purchasing an additional 8,838 shares during the last quarter. Finally, Bank of America Corp DE grew its position in shares of Proficient Auto Logistics by 17.4% during the third quarter. Bank of America Corp DE now owns 342,095 shares of the company’s stock valued at $2,357,000 after purchasing an additional 50,740 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Stifel Nicolaus raised their price target on Proficient Auto Logistics from $11.00 to $12.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Barrington Research reaffirmed an “outperform” rating and issued a $12.00 target price on shares of Proficient Auto Logistics in a report on Friday, January 23rd. Two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Proficient Auto Logistics currently has an average rating of “Hold” and a consensus target price 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.