TacticScaleWhat Hub Does & How It Makes Money (HUBG)
Updated October 2026 · reflects Hub's latest reported financials
North American intermodal, trucking, and logistics services provider. It earns fees from shippers for moving freight by intermodal rail and truck using its own containers, tractors, and drivers, plus revenue from brokerage, transportation management, and warehousing services.
How Hub makes money
It earns fees from shippers for moving freight by intermodal rail and truck using its own containers, tractors, and drivers, plus revenue from brokerage, transportation management, and warehousing services.
What Hub does
Hub Group is an Oak Brook, Illinois-based supply chain solutions provider founded in 1971, serving North American shippers in retail, consumer products, automotive, and durable goods. Its Intermodal and Transportation Solutions segment combines rail-based intermodal with dedicated, regional, truckload, LTL, flatbed, and temperature-controlled trucking. The Logistics segment offers asset-light services including transportation management, freight brokerage, load consolidation, carrier management, warehousing, fulfillment, cross-docking, and final-mile delivery. As of year-end 2024, the company owned about 50,000 dry 53-foot containers and 900 refrigerated containers, and operated roughly 2,300 tractors, 4,700 trailers, 3,200 employee drivers, and 500 owner-operators.
Products & services
- Intermodal transportation
- Dedicated trucking
- Freight brokerage
- Transportation management
- Warehousing and fulfillment
- Final mile delivery
What is Hub worth?
On an owner-earnings DCF, Hub's most-likely value is about $39 versus a recent price near $26 (53% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$22) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.
Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
Related companies
J.B. Hunt Transport Services (JBHT) · C.H. Robinson Worldwide (CHRW) · FedEx Freight Holding (FDXF) · Heartland Express (HTLD) · Shanghai Zhonggu Logistics (603565.SS)