MRTN 8-K SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

MRTN ▲ +1.89% at T+5d

SHORT call ✗ call lost -1.89% · α vs SPY -0.98% · entry $14.80 → $15.08

Next anchor: T+20d in 12h

Currently $16.40 · -10.81% from $14.80 entry (call sign-flipped)

Entry anchored
Apr 23, 03:59 PM ET
via Databento tick

T+1d

+1.62%

call -1.62% · α -1.46%

$15.04

settled 26d ago

T+5d

+1.89%

call -1.89% · α -0.98%

$15.08

settled 20d ago

T+20d

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call — · α —

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in 12h

T+60d

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call — · α —

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in 2mo

Price Chart

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Executive Summary

Marten Transport reported a significant earnings miss for Q1 2026, with net income of $1.4M (2 cents/share) vs. $4.3M (5 cents/share) in Q1 2025, driven by severe winter storms and high diesel prices. Revenue fell 8.8% YoY to $203.5M. Despite sequential improvement in revenue per tractor, operating income dropped 72.8% YoY. The company maintains a strong balance sheet and cites structural freight market changes from immigration enforcement as a future opportunity.

Actionable Insight

Monitor Q2 2026 earnings for signs of recovery from weather and fuel impacts; watch for changes in operating ratio as a key indicator of margin recovery. The company's debt-free balance sheet provides resilience, but structural freight market changes remain a key uncertainty.

Key Facts

Q1 2026 EPS was $0.02, a 60% decrease from $0.05 in Q1 2025
Q1 2026 revenue was $203.5M, down 8.8% from $223.2M in Q1 2025
Operating income was $1.6M, a 72.8% decrease from $5.9M in Q1 2025
Operating expenses as a percentage of revenue rose to 99.2% from 97.4%
Severe winter storms and sharp spike in diesel prices were cited as primary reasons for the decline

Financial Impact

$2.9M decrease in net income, $19.7M decrease in revenue

revenueepsoperating_incomeoperating_expenses

Risk Factors

Continued high diesel prices could further pressure margins
Ongoing freight market weakness could limit recovery
Severe weather events remain a significant operational risk

Market Snapshot

Exchange

Nasdaq

Sector

Trucking (No Local)

Analyst Consensus

60% bullish (10 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001437749-26-013179
Document: mrtn20260417_8k.htm	0001437749-26-013179
Document: 0001437749-26-013179-index-headers.html	0001437749-26-013179
Document: 0001437749-26-013179-index.html	0001437749-26-013179
Document: 0001437749-26-013179.txt	0001437749-26-013179
8-K Data (Synthetic)	0001437749-26-013179

2 reports for MRTN

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for MRTN — sortable, filterable
	Type				Now
Apr 23, 2026 27d ago	8-K BEARISH ★ 8/10	$14.80 $15.08	▼ −1.89%	▼ −0.98%	$16.40 (−10.81%)
Apr 23, 2026 27d ago	Press Release BEARISH ★ 7/10	$14.80 $15.08	▼ −1.89%	▼ −0.98%	$16.40 (−10.81%)

US Market Status

Market Closed — Opens Thu (< 1m)

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