HTLD $10.09 -0.59%

HTLD · Heartland Express Inc

$10.09 -0.06 (-0.59%) At close · Nov 6

S&P 600 member Russell 2000 member Rebalance outlook locked

Customer concentration — top 5 customers 32% of revenue

5 customers — 32% of revenue (the year ended December 31, 2025)

“Our five largest customers accounted for approximately 32%, 26%, and 22% of operating revenues for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 10% of revenue (the year ended December 31, 2025)

“There was one customer that exceeded 10% of operating revenues for the year ended December 31, 2025.”

5 customers — 26% of revenue (the year ended December 31, 2024)

“Our five largest customers accounted for approximately 32%, 26%, and 22% of operating revenues for the years ended December 31, 2025, 2024, and 2023, respectively.”

5 customers — 29% of receivables (as of December 31, 2025)

“Our five largest customers accounted for approximately 29% of gross accounts receivable as of December 31, 2025 and 2024.”

One customer — 10% of receivables (as of December 31, 2025)

“This customer had accounts receivable of $8.9 million as of December 31, 2025 and was the only customer that exceeded 10% of gross accounts receivable.”

5 customers — 29% of receivables (as of December 31, 2024)

“Our five largest customers accounted for approximately 29% of gross accounts receivable as of December 31, 2025 and 2024.”

View the 10-K filed Mar 3, 2026

Market Cap

$780.29M

77.33M

Volume · Nov 6 468.25K Avg daily vol (3M) 714.86K

All webcasts

Earnings call · FY2026 Q3

Heartland Express Inc (HTLD) Q3 2026 Earnings Call

Concluded Oct 21, 2026

Oct 21, 2026

Period: FY2026 Q3
Runtime: —
Sources: 2 artifacts

Revenue $13.40M -93.2% YoY

Diluted EPS $0.01

Net income $959,000

Open full screen 8-K 10-Q

Executive readout · one minute

What the filings say

8-K earnings release · filed Oct 21, 2026: Heartland Express, Inc. reported operating revenue of $179.5 million and net income of $1.0 million for the three months ended September 30, 2026, with a 98.7% operating ratio. It paid $35 million toward acquisition-related debt and held $48.5 million in cash.
10-Q report · filed Nov 6, 2026: Heartland Express, Inc. reported nine-month net income of $6.7 million versus a $33.0 million net loss as operating revenue fell to $539.9 million from $626.4 million. The operating ratio improved to 97.1% from 105.5%, while higher diesel prices pressured results.

The audio replay and transcript follow the call.

Forward guidance

2 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Research materials

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8-K earnings release Filed Oct 21, 2026 10-Q report Filed Nov 6, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Oct 21, 2026.

Metric	Period	Guided	Basis
Total net capital expenditures For the remainder of 2026	For the remainder of 2026	$2M – $5M	—
Total gains on disposal of property and equipment For the remainder of 2026	For the remainder of 2026	$9M – $13M	—

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks · derived: $2.25M
Shares repurchased: 200,000

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