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PRESS-RELEASE ·Filed May 12, 2026

HUBG

Hub Group, Inc.
BEARISH
Impact 8/10
Horizonweeks Processed5mo ago WireGlobeNewswire
Press release · Earnings
Actionable Insight ▼ Bearish

The restatement and delayed filings introduce material uncertainty around historical financial accuracy. Monitor for the restated 10-K filing and any material adjustments to prior revenue or earnings. The Nasdaq exception provides a timeline, but further delays or adverse findings could lead to delisting risk.

DirectionBearish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
HUBG ▲ +26.24% at T+60d
SHORT call ✗ call lost -26.24% · α vs SPY -21.86% · entry $36.62 → $46.23
Entry = T+0 close
May 12, 2026
via day close
T+1d
+3.63%
call -3.63% · α -3.06%
$37.95
settled 6mo ago
T+5d
+4.23%
call -4.23% · α -4.16%
$38.17
settled 5mo ago
T+20d
+21.35%
call -21.35% · α -23.08%
$44.44
settled 5mo ago
T+60d
+26.24%
call -26.24% · α -21.86%
$46.23
settled 3mo ago

Price Chart

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Executive Summary

Hub Group announced a delay in filing its Q1 2026 10-Q and a restatement of its 2024 and 2023 financial statements due to prematurely or incorrectly recognized transactions. The company received a 180-day Nasdaq exception to regain compliance, but the restatement and ongoing filing delays create significant uncertainty around financial reliability.

Key Facts

  • Hub Group will be delayed in filing its Q1 2026 10-Q due to the ongoing delay in filing its 2025 10-K.
  • The company will restate financial statements for 2024 and 2023, as well as the first three quarters of 2025.
  • Restatement driven by transactions that were prematurely or incorrectly recognized or not adequately supported.
  • No expected impact on total cash and cash equivalents or operating cash flow for any periods.
  • Nasdaq granted a 180-day exception until September 14, 2026, to regain compliance with listing rules.
  • Q1 2026 business commentary notes steady intermodal demand, logistics new business onboarding, and declining brokerage volume.

Financial Impact

Restatement of 2024 and 2023 financials; no cash impact expected, but prior financials are no longer reliable.

revenuenet incomeeps

Risk Factors

  • Restatement could reveal larger-than-expected adjustments to revenue or earnings.
  • Failure to file by September 2026 could result in Nasdaq delisting.
  • Ongoing delays may erode investor confidence and increase cost of capital.
  • Potential SEC investigation or shareholder litigation.

Market Snapshot

Exchange
Nasdaq
Sector
Arrangement of Transportation of Freight & Cargo
Analyst Consensus
48% bullish (21 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3292703
19 reports for HUBG
Performance horizon
58% Hit rate @ T+1 7 of 12 directional calls Went positive at some point 11 of 12 best @ T+20▲ +24.53%Sep 14, 2026
Filters
Rows
Reports for HUBG — sortable, filterable
TypeNow
Oct 9, 2026
18d ago
3
NEUTRAL ★ 2/10
$25.76 $26.61▲ +3.30%▲ +3.36%$27.45 (+6.56%)
Oct 7, 2026
20d ago
3
NEUTRAL ★ 2/10
$26.43 $25.76▼ −2.54%▼ −3.13%$27.45 (+3.86%)
Oct 6, 2026
21d ago
SC 13G/A
NEUTRAL ★ 3/10
$28.16 $26.31▼ −6.57%▼ −6.33%$27.45 (−2.52%)
Oct 2, 2026
25d ago
8-K
BEARISH ★ 7/10
$29.77 $28.74▲ +3.46%▲ +4.13%$27.45 (+7.79%)
Sep 17, 2026
5w ago
8-K
BEARISH ★ 8/10
$32.60 $31.68▲ +2.81%▲ +4.36%$27.45 (+15.78%)
Sep 17, 2026
5w ago
Press Release
BEARISH ★ 7/10
$32.72 $31.68▲ +3.18%▲ +4.73%$27.45 (+16.11%)
Sep 15, 2026
6w ago
8-K
BEARISH ★ 8/10
$33.45 $33.16▲ +0.87%▲ +1.19%$27.45 (+17.94%)
Sep 14, 2026
6w ago
Press Release
BEARISH ★ 8/10
$35.26 $33.45▲ +5.13%▲ +4.67%$27.45 (+22.15%)
Sep 9, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$35.67 $36.04▲ +1.04%▲ +0.18%$27.45 (−23.04%)
Aug 24, 2026
9w ago
Press Release
BEARISH ★ 7/10
$39.23 $40.00▼ −1.96%▼ −1.94%$27.45 (+30.03%)
Showing 10 of 19

US Market Status

Market Closed — Opens Thu (10h 9m)

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Report published May 12, 2026