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Jun 30, 2024

Marten Transport Q2 2024 Earnings Report

Reported a decrease in net income due to freight market conditions and inflationary pressures.

Key Takeaways

Marten Transport reported a decrease in net income for the second quarter of 2024, impacted by a freight market recession, inflationary operating costs, and freight rate reductions. While facing these challenges, the dedicated, brokerage, and MRTN de Mexico operations showed relative strength.

Net income decreased to $7.9 million, or 10 cents per diluted share, compared to $21.9 million, or 27 cents per diluted share in Q2 2023.

Operating revenue was $246.2 million, down from $285.7 million in the same quarter last year.

Operating income was $10.0 million, compared to $28.2 million in Q2 2023.

The company is focused on minimizing the impact of the freight market and capitalizing on organic growth opportunities.

Total Revenue
$246M
Previous year: $196M
+25.9%
EPS
$0.1
Previous year: $0.27
-63.0%
Gross Profit
$17.9M
Previous year: $52M
-65.6%
Cash and Equivalents
$77.2M
Previous year: $80.5M
-4.1%
Total Assets
$1.01B
Previous year: $1B
+0.6%

Marten Transport

Marten Transport

Forward Guidance

Marten Transport anticipates capitalizing on profitable organic growth opportunities and sees increased interest by customers to secure dedicated capacity.

Positive Outlook

  • Focused on minimizing the freight market’s impact.
  • Investing in and positioning operations for profitable organic growth.
  • Seeing increased interest by customers to secure dedicated capacity.
  • Recently added new multi-year dedicated programs for an additional 133 drivers starting in the third quarter.
  • Not agreed to rate reductions since last August.

Challenges Ahead

  • Earnings were heavily pressured by the freight market recession’s oversupply and weak demand.
  • Inflationary operating costs are impacting earnings.
  • Cumulative impact of freight rate reductions leading to freight network disruptions.
  • Weakness in the freight market.
  • Oversupply in the freight market.