HTLDHIGH SIGNALFINANCIAL10-K

HTLD experienced severe financial deterioration with operating losses deepening by 184% to -$57.4M while revenue collapsed 23% to $805.7M, indicating fundamental business distress.

The dramatic expansion of operating losses combined with significant revenue decline suggests core business operations are struggling badly. Despite debt reduction efforts and cash preservation, the company is burning through cash from operations at an unsustainable rate, raising concerns about long-term viability.

Comparing 2026-03-03 vs 2025-02-18View on EDGAR →
FINANCIAL ANALYSIS

HTLD's financial position deteriorated sharply with operating income losses nearly tripling to -$57.4M while revenue fell 23% to $805.7M, indicating severe operational challenges. Operating cash flow declined 38% to $89.3M even as the company increased capital expenditures 43% to $156.2M, creating a concerning cash burn situation. While management reduced debt by 18% and maintained cash levels, the core business metrics signal fundamental distress that overshadows these balance sheet improvements.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
-183.7%
-$20.2M-$57.4M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Net Income
P&L
-76.5%
-$29.7M-$52.5M

Net income declined 76.5% — review whether driven by operations, interest costs, or non-recurring items.

Cash & Equivalents
Balance Sheet
+44.2%
$12.8M$18.5M

Cash position surged 44.2% — strong cash generation or capital raise providing significant financial cushion.

Share Buybacks
Cash Flow
+42.8%
$7.3M$10.4M

Share repurchases increased 42.8% — management returning capital, signals confidence in intrinsic value.

Capital Expenditure
Cash Flow
+42.6%
$109.5M$156.2M

Capital expenditure jumped 42.6% — major investment cycle underway; assess returns on deployment.

Operating Cash Flow
Cash Flow
-38.1%
$144.3M$89.3M

Operating cash flow fell 38.1% — earnings quality concerns; investigate working capital changes and non-cash items.

Revenue
P&L
-23.1%
$1.0B$805.7M

Revenue softened 23.1% — monitor whether this is cyclical or structural.

Accounts Receivable
Balance Sheet
-19%
$91.6M$74.2M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Total Debt
Balance Sheet
-18%
$187.9M$154.1M

Debt reduced 18% — deleveraging strengthens balance sheet and reduces financial risk.

Current Assets
Balance Sheet
-11.5%
$129.4M$114.6M

Current assets declined 11.5% — monitor working capital adequacy and short-term liquidity.

LANGUAGE CHANGES
NEW — 2026-03-03
PRIOR — 2025-02-18
ADDED
As of February 18, 2026 there were 77,454,920 shares of the Company s common stock ($0.01 par value) outstanding, excluding 32,750 shares of unvested restricted stock.
Securities and Exchange Commission within 120 days after December 31, 2025 .
(collectively, "Heartland Express"), and Midwest Holding Group, LLC and Millis Transfer, LLC (together, "Millis Transfer"), and Smith Transport, LLC ("Smith Transport"), and certain Mexican entities.
Effective December 31, 2025, we integrated and rebranded U.S.
We operate our consolidated operations under the brand names of Heartland Express, Millis Transfer, Smith Transport, and CFI (for services within Mexico).
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REMOVED
As of February 15, 2025 there were 78,549,761 shares of the Company s common stock ($0.01 par value) outstanding, excluding 116,375 shares of unvested restricted stock.
Securities and Exchange Commission within 120 days after December 31, 2024 .
("Heartland Express"), and Midwest Holding Group, LLC and Millis Transfer, LLC ("Millis Transfer"), and Smith Transport, LLC ("Smith Transport"), and CFI entities, Transportation Resources, Inc.
of Iowa acquired Smith Transport, a truckload carrier headquartered in Roaring Spring, Pennsylvania.
dry van and temperature-controlled truckload business located in Joplin, Missouri, and certain Mexican entities (collectively "CFI Logistica") operations located in Mexico.
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