PAL · NASDAQ · Integrated Freight & Logistics

Proficient Auto Logistics (PAL)

Moves new and used vehicles through asset-based and asset-light transport models.

$3.94
vs last close−0.02 (−0.63%)
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Proficient Auto Logistics, Inc. Common StockPAL
Industrials

Provides new- and used-vehicle transport for manufacturers, leasing companies, dealers, auctions, long-distance transporters, brokers, and individuals. Revenue comes through the Company Drivers asset-based model and the asset-light Subhaulers model, with pricing generally tied to vehicle size, weight, and mileage.

Moves finished vehicles for manufacturers, leasing companies, dealers, auction companies, long-distance transporters, brokers, and individuals. New-vehicle routes connect production sites, marine ports, and rail hubs with dealerships, while used-vehicle work also serves rental and auction locations and dealer transfers.

Company Drivers provides asset-based automobile transport and contract services using company-owned equipment, while Subhaulers uses an asset-light model that outsources loads to third-party carriers. Its documented integration priorities include aligning systems, standardizing safety practices, and developing regional operating capabilities.

The network is concentrated in the United States. Pricing is generally based on vehicle size, weight, and mileage. Operations depend on compliance with rules governing equipment, driver certification, training, recordkeeping, worker classification, workplace safety, and inspections.

Company facts

CEORichard O’Dell
ListedMay 9, 2024
ExchangeNASDAQ
HeadquartersJacksonville, FL
CountryUnited States
Employees825
CIK0001998768
ISINUS74317M1045

Market cap$110.0M
EPS (ttm)−$1.40
P/E (ttm)−2.83
ROE-12.4%
P/B0.3627
P/S0.2601
Dividend yieldDiv yield
Beta1.79vs XLI 0.94

Price target$12.00+203.0%Average of 4 analysts
ConsensusBuy3 of 4 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 11, 2026BarringtonTarget
Target: $10
Target: $12
May 11, 2026BarringtonTarget
Target: $17
Target: $10
Dec 16, 2025Stifel NicolausTarget
Target: $13
Target: $12
Sep 12, 2025William BlairDowngrade
Rating: Outperform
Rating: Market Perform

Next report
Nov 10, 26
in 48 days
EPS estimate
$0.08
Revenue estimate
$157.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.02$0.01$0.07$0.05$0.21−$0.09$0.00Pending
Estimate$0.01$0.02$0.11$0.07$0.09−$0.01$0.06$0.08
Surprise+100.0%−50.0%−36.4%−28.6%+133.3%−800.0%−105.1%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$95.1M$95.2M$115.5M$114.3M$105.4M$93.7M$109.4MPending
Estimate$92.9M$96.1M$103.4M$108.8M$104.5M$92.2M$106.8M$157.3M
Surprise+2.3%−1.0%+11.7%+5.1%+0.9%+1.7%+2.5%
Estimate$0.08
ReportedDue Nov 10, 2026
Estimate$157.3M
ReportedDue Nov 10, 2026
View details

Debt to equity27.20%
Current ratio118.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$91.5M$93.4M$95.2M$115.5M$114.3M$105.4M$93.7M$109.4M
Net income−$1.4M−$3.2M−$3.2M−$1.6M−$3.0M−$25.7M−$6.5M−$3.9M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$2.2M−$2.8M−$2.4M$125.4K−$79.3M$97.9M−$6.9M−$3.2M
YoY growthTurned lossTurned lossLoss widenedTurned profitLoss widenedTurned profitLoss widenedTurned loss

Balance sheet, Jun 30, 2026Cash & short-term investments $8.1M · Total debt $82.4M · Total assets $460.5M · Shareholders' equity $303.2M

Revenue
$109.4M
Operating income
−$3.2M
Net income
−$3.9M
View details

No dividends on record.

Institutions≈ 69.33%19.45M shares
124 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders16.37%4.59M shares
13 holders · as of Aug 21, 2026
Other≈ 14.30%4.01M shares
remainder

28.05M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
FMR LLCInstitution
14.85%4.17Mas of Jun 30, 2026
John SkiadasInsiderdirector
7.35%2.06Mfiled Mar 30, 2026
American Century Investment Management, Inc.Institution
6.40%1.80Mfiled Aug 14, 2025
BlackRock, Inc.Institution
5.76%1.62Mas of Jun 30, 2026
Steven F. LuxInsiderdirector
4.33%1.21Mfiled May 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 19, 2026Amy F. Riceofficer: President and COO−5,808$5.61
Aug 13, 2026Amy F. Riceofficer: President and COO+995$5.55
Aug 13, 2026Bradley J. Wrightofficer: Chief Financial Officer+4,000$5.55
Aug 14, 2026Rohit Laldirector+10,000$5.53
Aug 13, 2026Rohit Laldirector+40,000$5.43
View details

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