Professional
Added to YB: 2026-01-08
Pitch date: 2025-12-31
HTLD [neutral]
Heartland Express, Inc.
+13.4%
current return
Author Info
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.
Company Info
Heartland Express, Inc., together with its subsidiaries, operates as a short, medium, and long-haul truckload carrier and transportation services provider in the United States, Mexico, and Canada.
Market Cap
$762.1M
Pitch Price
$9.03
Price Target
N/A
Dividend
0.81%
EV/EBITDA
7.98
P/E
-21.89
EV/Sales
1.06
Sector
Ground Transportation
Category
turnaround
Palm Valley Capital Management Portfolio Holding: Heartland Express, Inc.
HTLD (holding update): Trucking rates bottoming after severe freight recession, capacity reductions expected to drive pricing improvement in 2026. Stricter driver regulations constraining supply. Profitability returning over coming year. Balance sheet strengthening - net debt reduced 60% in 3 years via capacity cuts & limited capex.
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