HTLD

Heartland Express reported Q3 2026 revenue of $179.5 million, down 8.7% year-over-year and missing the consensus estimate of $188.77 million by 4.91%. EPS came in at $0.01 versus consensus of $0.02, representing a 50% miss.

The company's operating ratio was 98.7%, slightly worse than the 98.1% estimate. Operating revenue excluding fuel surcharge declined 14.9% year-over-year. The stock has a Zacks Rank #3 (Hold) rating and has underperformed the S&P 500 by 10.2% over the past month.

Heartland Express (HTLD) has been upgraded to a Zacks Rank #1 (Strong Buy) rating following a significant 428.6% increase in consensus earnings estimates over the past three months. The upgrade positions the trucking and logistics company in the top 5% of Zacks-covered stocks, suggesting potential near-term stock price appreciation driven by improving earnings outlook.