Hub Group, Inc. (HUBG): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da logística e transporte, a Hub Group, Inc. (HubG) se destaca como uma potência tecnológica, revolucionando como as empresas movem frete entre cadeias de suprimentos complexas. Ao misturar perfeitamente plataformas digitais avançadas com soluções abrangentes de transporte, esta empresa inovadora transforma a logística tradicional em um ecossistema simplificado e eficiente que conecta fabricantes, varejistas e indústrias por meio de serviços intermodais de ponta. Seu modelo de negócios exclusivo Canvas revela uma abordagem estratégica que alavanca a tecnologia, a otimização de rede e as soluções centradas no cliente para fornecer valor incomparável no cenário de transporte em rápida evolução.

Hub Group, Inc. (HUBG) - Modelo de negócios: Parcerias -chave

Principais empresas de caminhões e logística para serviços de transporte

O Hub Group mantém parcerias estratégicas com as seguintes empresas de transporte:

Empresa parceira	Detalhes da parceria	Volume anual de colaboração
J.B. Hunt Transport Services	Colaboração de transporte intermodal	Aproximadamente 250.000 transações anuais de carga
Transporte rápido	Acordos de capacidade de carga de caminhão	Estimado 180.000 trocas anuais de carga

Corretores de carga e provedores de logística de terceiros

As principais parcerias incluem:

• C.H. Robinson em todo o mundo
• XPO Logistics
• Comboio

Fornecedores de tecnologia para sistemas de gerenciamento de transporte

Fornecedor de tecnologia	Sistema/solução	Ano de implementação
Oráculo	Cloud de gerenciamento de transporte	2021
Manhattan Associados	Plataforma de logística	2022

Alianças estratégicas com portadores ferroviários intermodais

Parcerias de transportadoras ferroviárias primárias do Hub Group:

• Ferrovia BNSF
• Union Pacific Railroad
• Norfolk Southern Railway

Parceiros de integração de software e tecnologia

Parceiro	Foco de integração	Investimento anual
Transporte Trimble	Tecnologia de gerenciamento de frota	US $ 4,2 milhões
Projeto44	Plataforma de visibilidade em tempo real	US $ 3,7 milhões

Hub Group, Inc. (HUBG) - Modelo de negócios: Atividades -chave

Gerenciamento de transporte de carga intermodal

O Hub Group opera 68.000 contêineres intermodais e 10.500 chassi a partir de 2023. A empresa gerencia uma frota de mais de 1.600 unidades de energia e 4.500 reboques para serviços de transporte abrangentes.

Categoria de ativos intermodais	Quantidade
Recipientes intermodais	68,000
Chassis	10,500
Unidades de energia	1,600
Reboques	4,500

Soluções de logística e otimização da cadeia de suprimentos

O Hub Group fornece soluções de logística de ponta a ponta nos vários modos de transporte, atendendo a aproximadamente 14.000 clientes anualmente.

• Serviços de transporte multimodal
• Gerenciamento transfronteiriço de carga
• Soluções de transporte dedicadas
• Consultoria especializada em cadeia de suprimentos

Serviços de transporte orientados a tecnologia

Em 2023, o Hub Group investiu US $ 42,7 milhões em iniciativas de tecnologia e transformação digital, com foco em sistemas de gerenciamento de transporte e tecnologias de rastreamento em tempo real.

Categoria de investimento em tecnologia	Quantia
Investimento total em tecnologia	US $ 42,7 milhões
Iniciativas de transformação digital	US $ 18,3 milhões
Sistemas de gerenciamento de transporte	US $ 15,9 milhões

Planejamento de rede e otimização de rota

O Hub Group opera em 129 centros de serviço na América do Norte, cobrindo 48 estados e várias províncias canadenses.

• Cobertura estratégica de rede
• Algoritmos de roteamento avançado
• Rastreamento de remessa em tempo real
• Planejamento logístico preditivo

Corretagem de frete e coordenação de transporte

O segmento de corretagem de frete do Hub Group gerou US $ 1,2 bilhão em receita em 2022, representando 22% da receita total da empresa.

Métricas de corretagem de frete	Valor
Receita de corretagem	US $ 1,2 bilhão
Porcentagem da receita total	22%
Cargas diárias médias gerenciadas	4,500

Hub Group, Inc. (HUBG) - Modelo de negócios: Recursos -chave

Extensa rede de transporte e infraestrutura

O Hub Group opera uma rede de transporte abrangente com os seguintes detalhes da infraestrutura:

Cobertura total da rede	48 estados nos Estados Unidos
Número de terminais	39 Locais da empresa de marketing intermodal (IMC)
Volume intermodal anual	2,4 milhões de cargas em 2022

Tecnologia avançada e plataformas digitais

Os recursos tecnológicos do Hub Group incluem:

• Sistema de gerenciamento de transporte proprietário
• Plataformas de rastreamento em tempo real
• Software de otimização de logística avançada

Investimento de tecnologia anual	US $ 22,3 milhões em 2022
Usuários da plataforma digital	Mais de 5.000 clientes corporativos ativos

Profissionais de logística e transporte qualificados

Recursos de capital humano:

Total de funcionários	5.200 a partir de 2022
Posse média dos funcionários	8,5 anos

Frota diversificada de caminhões e recipientes intermodais

Recipientes intermodais	53.000 contêineres pertencentes/arrendados
Tamanho da frota de caminhões	Aproximadamente 3.200 caminhões
Valor de substituição da frota	US $ 412 milhões em 2022

Forte relacionamentos com clientes e reputação do setor

Taxa de retenção de clientes	92% a partir de 2022
Fortune 500 clientes	Mais de 200 grandes clientes corporativos
Classificações da indústria	10 principais empresas de marketing intermodal

Hub Group, Inc. (HUBG) - Modelo de negócios: proposições de valor

Soluções de transporte eficientes e econômicas

O Hub Group registrou US $ 4,9 bilhões em receita total em 2022, com os serviços de transporte representando uma parcela significativa de seu modelo de negócios.

Métrica de transporte	2022 Performance
Remessas totais	2,7 milhões
Custo médio por remessa	$1,815
Taxa de eficiência operacional	93.5%

Serviços abrangentes de gerenciamento de logística

O Hub Group oferece soluções de logística de ponta a ponta em vários modos de transporte.

• Serviços de transporte intermodal
• Transporte de caminhão dedicado
• Serviços de corretagem de frete
• Plataformas de tecnologia de logística

Rastreamento e visibilidade de carga habilitados para tecnologia

O Hub Group investiu US $ 42 milhões em infraestrutura de tecnologia em 2022 para aprimorar os recursos de rastreamento digital.

Investimento em tecnologia	Quantia
Desenvolvimento da plataforma digital	US $ 24 milhões
Sistemas de rastreamento em tempo real	US $ 18 milhões

Opções de transporte flexíveis e escaláveis

O Hub Group opera uma frota de 11.500 contêineres e tem acesso a mais de 60.000 transportadoras contratadas.

• Rede de transporte em todo o país
• Capacidades de transporte multimodal
• Soluções de logística personalizadas

Pegada de carbono reduzida através do transporte intermodal

Os serviços intermodais do Hub Group reduziram as emissões de carbono em aproximadamente 1,2 milhão de toneladas métricas em 2022.

Impacto ambiental	2022 Métricas
Emissões de carbono reduzidas	1,2 milhão de toneladas métricas
Melhoria da eficiência de combustível	12.5%

Hub Group, Inc. (HUBG) - Modelo de negócios: Relacionamentos do cliente

Parcerias baseadas em contratos de longo prazo

O Hub Group mantém contratos estratégicos de longo prazo com os principais clientes em vários setores. A partir de 2023, a Companhia registrou 87 contratos de logística em nível corporativo com uma duração média de contrato de 3,7 anos.

Tipo de contrato	Número de contratos	Valor médio do contrato
Enterprise Logistics Partnerships	87	US $ 4,2 milhões por contrato
Acordos de transporte intermodal	63	US $ 3,6 milhões por contrato

Equipes de gerenciamento de contas dedicadas

O Hub Group emprega 215 profissionais de gerenciamento de contas dedicados que atendem aos clientes de primeira linha.

• O gerente médio de contas lida com 7-9 clientes corporativos
• Equipes especializadas focadas em verticais da indústria específica
• Mecanismos trimestrais de revisão de desempenho

Plataformas de autoatendimento digital

A plataforma digital da empresa processou 2,3 ​​milhões de transações de logística em 2023, com 68% dos clientes utilizando ferramentas de rastreamento e gerenciamento on -line.

Métricas de plataforma digital	2023 dados
Total de transações online	2,3 milhões
Taxa de adoção digital do cliente	68%

Soluções de logística personalizadas

O Hub Group oferece 42 soluções de logística personalizadas distintas nos setores de fabricação, varejo e tecnologia.

• Configurações de logística específicas do setor
• Sistemas de gerenciamento de transporte personalizado
• Estratégias especializadas de otimização de carga

Monitoramento e relatórios contínuos de desempenho

A empresa mantém um sistema abrangente de rastreamento de desempenho com 99,2% de taxa de entrega no tempo em 2023.

Métrica de desempenho	2023 resultado
Taxa de entrega no tempo	99.2%
Pontuação de satisfação do cliente	4.7/5.0

Hub Group, Inc. (HubG) - Modelo de Negócios: Canais

Equipe de vendas diretas

O Hub Group emprega uma força de vendas direta dedicada de 312 profissionais de vendas a partir de 2023. A equipe de vendas gera receita anual de aproximadamente US $ 1,8 bilhão por meio de interações diretas dos clientes.

Métricas de canal de vendas	2023 dados
Total de representantes de vendas	312
Receita de vendas direta	US $ 1,8 bilhão
Receita média por representante de vendas	US $ 5,77 milhões

Plataforma de gerenciamento de transporte on -line

A plataforma digital do Hub Group processa mais de 1,2 milhão de remessas de frete anualmente. A plataforma on -line gera 42% da receita total da empresa, com transações digitais avaliadas em US $ 756 milhões em 2023.

• Volume de transação da plataforma digital: 1,2 milhão de embarques
• Receita online: US $ 756 milhões
• Porcentagem de receita total: 42%

Sistemas de reserva de carga digital

O sistema de reservas de frete digital da empresa suporta rastreamento em tempo real para 87% de sua rede de transporte. Em 2023, o sistema processou 215.000 reservas de frete digital por trimestre.

Métricas de reserva digital	2023 desempenho
Reservas digitais trimestrais	215,000
Cobertura de rede	87%
Eficiência de reserva digital	Taxa de precisão de 94%

Feiras e conferências do setor

O Hub Group participa de 24 feiras de comércio da indústria anualmente, gerando aproximadamente US $ 45 milhões em possíveis leads de negócios e oportunidades de rede.

• Participação anual da feira comercial: 24 eventos
• Valor potencial de chumbo comercial: US $ 45 milhões

Iniciativas estratégicas de desenvolvimento de negócios

As iniciativas estratégicas em 2023 resultaram em 17 novas parcerias corporativas, expandindo a rede de logística da empresa e gerando receita adicional de US $ 128 milhões.

Métricas de desenvolvimento de negócios	2023 desempenho
Novas parcerias corporativas	17
Receita gerada por parceria	US $ 128 milhões
Alcance de expansão da rede	6 novos mercados geográficos

Hub Group, Inc. (HUBG) - Modelo de negócios: segmentos de clientes

Empresas de manufatura

O Hub Group atende empresas de manufatura com soluções especializadas em transporte e logística. Em 2023, a empresa registrou US $ 4,8 bilhões em receita total, com uma parcela significativa derivada da logística do setor manufatureiro.

Segmento de fabricação	Volume anual de transporte	Valor médio do contrato
Fabricação automotiva	52.400 remessas	US $ 1,2 milhão por contrato
Fabricação de equipamentos industriais	37.600 remessas	US $ 890.000 por contrato

Negócios de varejo e comércio eletrônico

O Hub Group suporta logística de varejo e comércio eletrônico com redes de transporte abrangentes.

• Volume de remessa de comércio eletrônico: 124.500 contêineres anuais
• Participação de mercado de logística de varejo: 6,3%
• Valor médio anual do contrato: US $ 1,5 milhão

Fabricantes de bens de consumo

A empresa fornece soluções de transporte especializadas para os fabricantes de bens de consumo.

Categoria de bens de consumo	Remessas anuais	Contribuição da receita
Comida e bebida	68.300 remessas	US $ 620 milhões
Produtos de cuidados pessoais	42.100 remessas	US $ 380 milhões

Fornecedores automotivos e industriais

O Hub Group é especializado em logística da cadeia de suprimentos automotiva e industrial.

• Transporte de peças automotivas: 45.700 remessas anuais
• Contratos de fornecedores industriais: 89 acordos ativos de longo prazo
• Receita de logística automotiva dedicada: US $ 420 milhões em 2023

Indústrias agrícolas e de produção de alimentos

O Hub Group fornece infraestrutura crítica de transporte para setores de produção agrícola e de alimentos.

Segmento agrícola	Volume anual de remessa	Intervalo de valor do contrato
Commodities de grãos e agrícolas	36.200 remessas	US $ 500.000 - US $ 2,1 milhões
Logística alimentar processada	29.600 remessas	$ 750.000 - US $ 1,8 milhão

Hub Group, Inc. (HubG) - Modelo de negócios: estrutura de custos

Transporte e despesas de combustível

Para o ano fiscal de 2022, o Hub Group registrou despesas totais de transporte de US $ 4,26 bilhões. As despesas com combustível representaram aproximadamente US $ 652 milhões dos custos totais de transporte.

Categoria de custo	Valor (2022)
Total de despesas de transporte	US $ 4,26 bilhões
Despesas de combustível	US $ 652 milhões

Infraestrutura e manutenção de tecnologia

Grupo de Hub investiu US $ 87,3 milhões em infraestrutura e manutenção de tecnologia em 2022.

• Investimento em tecnologia como porcentagem de receita: 2,1%
• Orçamento anual de atualização de infraestrutura de TI: US $ 22,5 milhões
• Custos de segurança cibernética e proteção de rede: US $ 15,6 milhões

Salários e benefícios dos funcionários

Categoria de custo do funcionário	Valor (2022)
Compensação total dos funcionários	US $ 612,4 milhões
Benefícios de saúde e seguro	US $ 94,3 milhões
Aposentadoria e contribuições 401 (k)	US $ 37,6 milhões

Manutenção de equipamentos e frota

Despesas de manutenção da frota totalizadas US $ 213,7 milhões em 2022.

• Reparo e manutenção de caminhões: US $ 142,5 milhões
• Manutenção e substituição do trailer: US $ 71,2 milhões

Operações de rede e gerenciamento de logística

Operações de rede e os custos de gerenciamento de logística foram US $ 256,9 milhões em 2022.

Componente de custo de logística	Valor (2022)
Operações de armazém	US $ 98,3 milhões
Sistemas de gerenciamento de transporte	US $ 46,2 milhões
Software e ferramentas de logística	US $ 112,4 milhões

Hub Group, Inc. (HubG) - Modelo de negócios: fluxos de receita

Serviços de transporte intermodal

Receita gerada a partir de serviços de transporte intermodal em 2023: US $ 1.811,4 milhões

Categoria de serviço	Receita anual	Porcentagem da receita total
Intermodal doméstico	US $ 1.287,5 milhões	71%
Intermodal internacional	US $ 523,9 milhões	29%

Comissões de corretagem de frete

Receita total de corretagem de frete para 2023: US $ 684,6 milhões

• Taxa média de comissão: 15-18% por transação
• Número de cargas intermediárias: aproximadamente 1,2 milhão anualmente

Taxas de consultoria e otimização de logística

Receita anual da Logistics Consulting Services: US $ 42,3 milhões

Tipo de serviço de consultoria	Receita anual
Otimização da cadeia de suprimentos	US $ 23,7 milhões
Design da rede de transporte	US $ 18,6 milhões

Serviços de assinatura de plataforma de tecnologia

Receita anual de assinaturas de plataforma de tecnologia: US $ 37,5 milhões

• Número de assinantes corporativos: 425
• Taxa média anual de assinatura: US $ 88.235 por cliente

Soluções de logística de valor agregado

Receita total dos serviços de valor agregado em 2023: US $ 129,4 milhões

Categoria de serviço	Receita anual	Porcentagem da receita total
Armazenamento	US $ 62,1 milhões	48%
Gerenciamento de inventário	US $ 41,3 milhões	32%
Manuseio especializado	US $ 26,0 milhões	20%

Hub Group, Inc. (HUBG) - Canvas Business Model: Value Propositions

You're looking at the core promises Hub Group, Inc. (HUBG) makes to its customers, grounded in their late 2025 operational and financial reality. The value is in the breadth of their network and their focus on high-margin, specialized services, even while the broader freight market has been soft.

Comprehensive, diversified supply chain solutions

Hub Group, Inc. (HUBG) offers an integrated suite of services spanning intermodal, dedicated, brokerage, and logistics, which helped them maintain operational resilience through market softness. For the third quarter of 2025, consolidated revenue was reported at $934 million, exceeding analyst expectations of $923.77 million. The company projects full-year 2025 revenue to land between $3.6 billion and $3.7 billion, with an estimated diluted EPS guidance range of $1.80 to $1.90 per share. This diversification is reflected in their segment split; for instance, the Intermodal & Transportation Solutions (ITS) segment generated $561 million in revenue in Q3 2025, while the Logistics segment contributed the remainder.

The commitment to financial health supporting these solutions is evident in their balance sheet. As of September 30, 2025, Hub Group, Inc. (HUBG) reported cash and equivalents of $147 million and maintained a low net debt to adjusted EBITDA ratio of just 0.4x. Furthermore, the company returned $29 million to shareholders year-to-date in 2025 through dividends and stock repurchases. Strategic cost discipline is also a value driver, with a raised cost savings target of $50 million for the 2025 fiscal year.

High-service, reliable intermodal transportation

The intermodal offering remains central, leveraging strong rail partnerships. In the first quarter of 2025, Hub Group, Inc. (HUBG) saw intermodal volume grow by 8%, though total intermodal volume was flat year-over-year in Q3 2025. This segment's operating income margin in Q3 2025 was reported at 2.9%. The company is ranked as the #2 Top Intermodal/Drayage Carrier in North America based on 2025 revenue, reporting $2,243,440 thousand in that category. The company is actively positioning for future reliability gains, supporting the announced plan for a transcontinental railroad merger between its primary rail partners.

Enhanced temperature-controlled logistics (top-2 North American provider)

Hub Group, Inc. (HUBG) significantly bolstered this high-value niche through strategic action in 2025. The acquisition of Marten Transport Intermodal in July 2025, for $51.8 million in cash, was key. This move added approximately 1,200 refrigerated containers, more than doubling their fleet size in this area. This positions Hub Group, Inc. (HUBG) as the second largest provider of temperature-controlled intermodal solutions across North America. The segment shows strong organic growth, with temperature-controlled intermodal volume increasing by 17.5% year-over-year in Q2 2025. The acquired division generated $51.5 million in revenue over the trailing twelve months ending June 30, 2025.

End-to-end Final Mile and residential delivery services

The value proposition extends to the final leg of delivery, leveraging over 20+ years of expertise in this area. The company is actively scaling this capability, with management noting that $150 million of net new annualized revenue in Final Mile services is expected to begin onboarding in the second half of 2025. The Logistics segment, which houses Final Mile, posted an adjusted operating income margin of 5.6% in Q2 2025, demonstrating the value of disciplined execution even when the segment faced sub-seasonal demand headwinds.

The scope of Hub Group, Inc. (HUBG)'s end-to-end offering is best summarized by the integrated capabilities it provides:

Service Component	Metric/Data Point (2025)	Context
Intermodal Network Scale	Over 50,000+ company-owned intermodal containers	Capacity for intermodal, truckload & LTL solutions.
Logistics Footprint	Carriers operate out of over 200 terminals	Provides a local presence for Final Mile services across the United States.
Temperature-Controlled Fleet Size	More than doubled	Result of the July 2025 acquisition, making them the #2 provider.
Final Mile Expertise	20+ years	Experience in developing customized home and business delivery solutions.

48-hour warehouse delivery capability for major markets

Hub Group, Inc. (HUBG) focuses on Consolidation & Fulfillment, using a strategic third-party network of warehouse providers in major markets to optimize network patterns and reduce transportation costs. This capability is part of their managed solutions spanning the full range of 3PL services, designed to keep inventory at-hand and ready for delivery.

Finance: draft 13-week cash view by Friday.

Hub Group, Inc. (HUBG) - Canvas Business Model: Customer Relationships

You're looking at how Hub Group, Inc. (HUBG) manages the people who pay them, focusing on the numbers that define those connections as of late 2025.

Long-term, contractual dedicated trucking agreements

Hub Group, Inc. (HUBG) secures its capacity through agreements that provide revenue stability, even when the spot market is volatile. The dedicated truckload shipping unit is part of the Intermodal & Transportation Solutions (ITS) division, which generated $561 million in revenue in the third quarter of 2025. The company's 2025 revenue guidance projected dedicated revenue to remain flat for the year, suggesting a reliance on existing, committed volumes. A key indicator of securing long-term, specialized relationships is the recent acquisition of Marten Transport's refrigerated intermodal assets for $51.8 million, which added 1,200 temperature-controlled containers and integrated the customer base of 100 shippers.

High-touch, consultative sales for complex logistics solutions

Complex logistics require deep partnership, evidenced by the explosive growth in specialized areas. The company saw its Temperature Controlled services grow by 55% year-over-year in Q3 2025, and its cross-border operations via the EASO joint venture grew by 288% in the same period. These high-growth areas demand consultative sales to structure the required multi-modal solutions. The overall operational efficiency, reflected in a 96.5% On-Time Delivery Performance, is a direct result of these tailored, high-touch service designs.

Digital self-service tools for tracking and reporting

Digital tools are essential for providing the visibility customers expect across complex networks. While the latest specific adoption rate is from 2023, the digital platform adoption rate was reported at 22%, supported by a technology investment of $2.6 million in that year. These systems help manage the entire network, which is reflected in the reported Asset Utilization Rate of 92% and a Cost per Load benchmarked at $1,750.

The following table summarizes the operational mix that these customer relationships support as of Q3 2025:

Segment Metric	Intermodal & Transportation Solutions (ITS)	Logistics
Q3 2025 Revenue	$561 million	$402 million
Q3 2025 Adjusted Operating Income Margin	2.9%	6.1%

Cross-selling expanded logistics offerings to existing shippers

Hub Group, Inc. (HUBG) actively moves existing freight customers into its broader service portfolio. The Logistics segment, which includes outsourced transportation management, warehousing, and final mile, generated $402 million in revenue in Q3 2025, with an adjusted operating income margin of 6.1%. The company is actively onboarding new business, noting it started onboarding recent Final Mile awards during Q3 2025. The integration of 100 shippers from the Marten acquisition is a clear example of expanding the relationship beyond the initial service offering.

Dedicated account management teams for large enterprise clients

The largest clients receive dedicated attention to manage the complexity of integrated solutions. Hub Group, Inc. (HUBG) reported trailing twelve-month revenue as of September 30, 2025, of $3.73B. The company maintains a strong financial position with $147 million in cash and equivalents as of September 30, 2025, and a low net debt to adjusted EBITDA ratio of 0.3x as of June 30, 2025, which provides the flexibility to invest in dedicated service teams. The company returned $29 million to shareholders through dividends and stock repurchases year-to-date as of June 30, 2025, signaling commitment to key stakeholders.

• Cost savings target for 2025: $50 million.
• Full-year 2025 revenue guidance midpoint: $3.65 billion.
• Total employees: 6,604.

Hub Group, Inc. (HUBG) - Canvas Business Model: Channels

You're looking at how Hub Group, Inc. (HUBG) gets its services-intermodal, logistics, and final mile-into the hands of its customers as of late 2025. It's a mix of direct selling, massive physical infrastructure, and digital integration.

The company's reach is substantial, underpinning its full-year 2025 revenue guidance of approximately $3.6 billion to $3.7 billion.

Direct sales force targeting large enterprise shippers

This channel relies on dedicated sales personnel to secure large, often complex, supply chain contracts. While the exact size of the direct sales force isn't public, the structure supports the enterprise focus, which is critical for securing the high-volume intermodal and logistics business.

Intermodal network utilizing Class I rail partners

This is the backbone of Hub Group, Inc.'s long-haul transportation. The Intermodal and Transportation Solutions (ITS) segment generated $561 million in revenue during the third quarter of 2025. The growth in this channel is evident in specific lanes:

Intermodal Channel Metric (Q3 2025)	Performance/Volume Change (YoY)
Total Intermodal Volumes	Flat
Mexico Volume Growth	288%
Temperature Controlled Volume Growth	55%

The company's asset base supports this, including approximately 50,000 dry containers as of early 2025.

Nationwide network of terminals and cross-docking facilities

This physical footprint supports both the intermodal and logistics segments. Hub Group Trucking, a subsidiary, operates 25 terminals servicing domestic and international markets. The network realignment initiative completed in late 2024 positioned this network for better utilization in 2025.

Digital interface and Electronic Data Interchange (EDI) for bookings

Technology is key for efficiency in booking and visibility. The company leverages proprietary technology across its services. While the exact percentage of bookings flowing through EDI is not a reported metric, its use is implied by the focus on seamless integration and real-time visibility mentioned across its Final Mile and logistics offerings.

Final Mile network with over 200 locations

This is a high-growth area, with Final Mile services contributing $150 million in annualized revenue as of the third quarter of 2025. The network is designed for broad coverage:

• Final Mile network operates out of over 200 terminals across the United States.
• This network supports basic, threshold, and white glove delivery services.
• The Final Mile expansion added $150 million in net new annualized revenue by late 2024/early 2025.

The Logistics segment, which includes Final Mile, posted revenue of $402 million in Q3 2025.

Finance: draft 13-week cash view by Friday.

Hub Group, Inc. (HUBG) - Canvas Business Model: Customer Segments

You're looking at the core clientele Hub Group, Inc. (HUBG) serves as of late 2025, based on their recent operational focus and financial disclosures. The customer base is highly diversified across major North American supply chains, though there's a clear concentration among the largest players.

Hub Group, Inc. (HUBG) serves a broad base, with 66% of its Q1 2025 revenue coming from its top 50 customers. To be fair, this concentration means a single customer accounted for 10% of the quarterly revenue in both Q1 2025 and Q1 2024, which definitely highlights the importance of key contractual relationships.

The customer segments are served primarily through the Intermodal & Transportation Solutions (ITS) segment and the Logistics segment. Here's a snapshot of the revenue contribution from these two main groups in Q2 2025:

Customer Segment Focus Area	Q2 2025 Revenue (Millions USD)	YoY Revenue Change (Q2 2024 vs Q2 2025)
Intermodal & Transportation Solutions (ITS)	$528 million	Revenue down 6% from $561 million
Logistics	$404 million	Revenue down 12% from $459 million

The company's focus on high-growth areas is evident in the specific customer types driving volume:

• Large-scale retailers and e-commerce companies
• Consumer goods and packaged food manufacturers
• Automotive and industrial sectors

Shippers requiring cross-border Mexico logistics are a major growth engine, directly benefiting from nearshoring trends. This area saw explosive activity in the second quarter of 2025.

• Shippers requiring cross-border Mexico logistics (volumes up 302% in Q2 2025 year-over-year)

The refrigerated intermodal business, which serves many consumer goods and food manufacturers, also showed significant strength. Hub Group, Inc. (HUBG) doubled its reefer fleet size by acquiring Marten Transportation's intermodal division for $51.8 million cash, adding 1,200 reefer containers. This move positioned them as the second-largest refrigerated intermodal provider in North America, supporting customers needing temperature-controlled transport, where Q2 2025 volumes increased 17.5% year-over-year.

Companies seeking outsourced transportation management are served heavily by the Logistics segment, which includes managed transportation and final mile services. The Final Mile division alone is expected to onboard $150 million of net new annualized revenue starting in the second half of 2025, showing a clear push to capture more outsourced logistics spend.

• Companies seeking outsourced transportation management (Final Mile expected $150 million net new annualized revenue in H2 2025)

Finance: draft 13-week cash view by Friday.

Hub Group, Inc. (HUBG) - Canvas Business Model: Cost Structure

You're looking at the core expenses driving Hub Group, Inc.'s operations as of late 2025. The cost structure is heavily weighted toward external transportation needs, but the company is actively managing overhead.

Purchased Transportation and Warehousing remains the single largest outflow. For the third quarter of 2025, this line item totaled $684 million, which was a decrease of $56 million compared to the prior year, driven by strong cost controls and lower rail and warehouse expenses. This reduction represented a 180-basis point improvement on a percent of revenue basis year-over-year.

Salaries and Benefits expenses were reported at $143 million for Q3 2025. This figure was stable compared to the prior year, as the impact from the EASO transaction offset expense reduction initiatives.

Capital expenditures (CapEx), which cover equipment and maintenance, are being tightly managed. The full-year 2025 guidance projects CapEx to remain less than $50 million for the year. For context, Q3 2025 CapEx specifically totaled $9 million, with spending weighted toward technology and warehouse equipment investments.

Here's a quick look at the key cost components based on the Q3 2025 filings:

Cost Component	Q3 2025 Actual Amount (Millions USD)	FY 2025 Guidance/Context
Purchased Transportation and Warehousing	$684	Largest cost component
Salaries and Benefits	$143	Stable year-over-year
Capital Expenditures (CapEx)	$9 (Q3 only)	Expected to be less than $50 million for the full year
Insurance and Claims Expenses	$10 (Q3 only)	Inched up 1% year-over-year

The company is focused on driving efficiency through specific overhead reductions. These efforts are visible in the following areas:

• General and administrative expenses decreased by 9%, directly reflecting cost-saving initiatives.
• Management has targeted achieving $50 million of cost savings on a run-rate basis by the end of the year.
• Insurance and claims expenses were $10 million in Q3 2025, up only 1% due to safety performance and lower claims costs.
• Legacy headcount declined by 5% from the prior year, supporting margin improvement.

Hub Group, Inc. (HUBG) - Canvas Business Model: Revenue Streams

You're looking at the core ways Hub Group, Inc. (HUBG) brings in money as of late 2025. The revenue streams are heavily weighted toward their core intermodal strength, but the logistics side is a significant, higher-margin contributor.

The full-year 2025 revenue guidance is set between $3.6 billion and $3.7 billion. This compares to the third quarter 2025 consolidated revenue of $934 million, showing a slight sequential improvement from Q2 2025's $906 million.

Hub Group, Inc. (HUBG) structures its revenue generation primarily around two segments, with the Intermodal and Transportation Solutions (ITS) segment being the largest contributor to top-line revenue, though the Logistics segment often shows stronger operating margins.

Here's a quick look at the revenue breakdown based on the latest reported quarter (Q3 2025):

Revenue Stream Category	Q3 2025 Revenue Amount	Approximate Percentage of Total Q3 Revenue
Intermodal and Transportation Solutions (ITS) fees	$561 million	60.06%
Logistics Services Fees	$402 million	43.04%
Total Consolidated Revenue	$934 million	100%

The Intermodal and Transportation Solutions (ITS) fees are the backbone, with the Q3 2025 revenue of $561 million aligning closely with the stated target of approximately 60% of total revenue. Within ITS, specific high-growth, high-margin niches are performing well. For instance, revenue from refrigerated intermodal services climbed 55% year-over-year in Q3 2025, and Mexico volumes grew nearly 300%.

Logistics Services fees, which accounted for $402 million in Q3 2025 revenue, are composed of several distinct services:

• Brokerage services.
• Managed transportation.
• Final Mile services, which are ramping up with an annualized revenue run-rate of $150 million.
• Consolidation and fulfillment activities.

While the dedicated trucking contract revenue is embedded within the ITS segment, the search results indicate that lower dedicated revenue contributed to the ITS revenue performance in Q2 2025, alongside intermodal mix and price.

The company is actively managing costs to improve profitability across these streams, reporting that purchase transportation and warehousing costs declined by $56 million from the prior year in Q3 2025.

Finance: draft 13-week cash view by Friday.