NASDAQ$MRTN

Marten Transport Ltd · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Marten Transport reported a decrease in net income and operating revenue for Q4 2023 due to weak freight market demand and inflationary operating costs.

Marten Transport's Q4 2023 net income decreased to $12.4 million, or 15 cents per diluted share, compared to $25.5 million, or 31 cents per diluted share in Q4 2022. Operating revenue also decreased to $268.2 million from $322.6 million in the same period last year. The company faced pressures from the freight market recession, inflationary costs, and the impact of decreased freight rates.

  • Net income for Q4 2023 was $12.4 million, or 15 cents per diluted share, down from $25.5 million, or 31 cents per diluted share in Q4 2022.
  • Operating revenue for Q4 2023 decreased to $268.2 million compared to $322.6 million for the same quarter in the previous year.
  • Excluding fuel surcharges, operating revenue was $229.4 million for Q4 2023, compared to $269.7 million for Q4 2022.
  • Operating income for Q4 2023 was $15.7 million, a decrease from $32.8 million in Q4 2022.

Headline financials

Total Revenue

$268M

Previous: $323M-16.9%
EPS (adj)

$0.15

Previous: $0.31-51.6%
Net Income

$12.4M

Previous: $25.5M-51.4%
Operating Income

$15.7M

Previous: $32.8M-52.1%
Gross Profit

$24.1M

Previous: $56.9M-57.6%

Revenue & EPS history

Marten Transport · Revenue · Quarterly

$268M

Q4 2023-16.9%vs Q4 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Marten Transport · $298M total across 4 segments · Q1 2023

  • Truckload
    $159M
  • Dedicated
    $88.4M
  • Brokerage
    $37.8M
  • Intermodal
    $13.1M

Forward guidance

Marten Transport is focused on minimizing the impact of the freight market and positioning operations to capitalize on organic growth opportunities as the market recovers.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.4%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+3.1%

Avg return

30 days after

45%

30 / 66 earnings

Positive

+16.6%

Q2 2022

Best reaction

-10.7%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.0%+0.5%+12.5%
Q4 2025+0.1%+7.0%+9.1%
Q3 2025-9.0%-7.8%-8.0%
Q2 2025-1.8%-3.0%-3.7%
Q1 2025-3.4%+0.1%+3.6%
Q4 2024-3.7%-5.5%-10.6%
Q3 2024-5.3%-8.2%-1.5%
Q2 2024-1.3%-3.0%-5.8%
Q1 2024+2.4%+3.5%+11.9%
Q4 2023-4.9%-6.5%-3.7%
Q3 2023-10.1%-8.5%-7.9%
Q2 2023-2.9%+0.4%+2.7%
Q1 2023+2.3%+2.3%+4.8%
Q4 2022+10.1%+11.8%+10.5%
Q3 2022-5.8%-8.7%+5.3%
Q2 2022+16.6%+13.3%+27.9%
Q1 2022+7.8%+6.3%+3.6%
Q4 2021+2.4%+0.2%+17.9%
Q3 2021+5.9%+5.7%+8.9%
Q2 2021-9.3%-8.4%-9.9%
Q1 2021-0.1%+0.3%+0.2%
Q4 2020-7.7%-11.8%-8.8%
Q3 2020-1.5%-5.8%+3.1%
Q2 2020+7.2%+2.1%+4.5%
Q1 2020-0.1%+0.3%+9.4%
Q4 2019-5.3%-2.8%+10.5%
Q3 2019+1.9%+4.4%+1.8%
Q2 2019+9.9%+8.3%+5.2%
Q1 2019+9.7%+12.4%+6.5%
Q4 2018-1.3%-1.8%-2.1%
Q3 2018-0.6%-1.0%+2.2%
Q2 2018+6.1%+6.6%+2.0%
Q1 2018-10.7%-14.3%-10.3%
Q4 2017+3.9%+6.4%+2.5%
Q3 2017+0.6%+1.8%-0.8%
Q2 2017+3.4%+2.5%-1.3%
Q1 2017+10.4%+14.3%+9.4%
Q4 2016-3.2%-3.6%+2.7%
Q3 2016+2.8%+3.1%+20.7%
Q2 2016-1.0%-0.6%-0.6%
Q1 2016+2.7%
Q4 2015-0.5%
Q3 2015-3.1%
Q2 2015-10.2%
Q1 2015+5.9%
Q4 2014-0.7%
Q3 2014+4.4%
Q2 2014-4.4%
Q1 2014+8.6%
Q4 2013+1.2%
Q3 2013+4.1%
Q2 2013-6.1%
Q1 2013+7.6%
Q4 2012+5.8%
Q3 2012-0.6%
Q4 2011-2.5%
Q2 2012-0.4%
Q1 2011+2.2%
Q1 2012-0.5%
Q4 2009+2.2%
Q3 2010-3.2%
Q3 2011-3.2%
Q2 2010-2.0%
Q2 2011-2.0%
Q4 2010-2.0%
Q1 2010+5.5%

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