Latest revenue
$141.9M
as of 2026-03-31
Latest net income
$-8.0K
as of 2026-03-31
Net margin
-0.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $250.9M
- Enterprise value
- $250.9M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $14.72
- 52-wk low
- $7.15
- Beta
- —
- Shares out
- 20.9M
5-year trend
What this company does
PAMT Corp is a holding company whose subsidiaries haul truckload dry-van freight—mainly auto parts, retail goods, and manufactured products—across the U.S., Mexico, and Canada. It earns roughly 68% of revenue from asset-based truckload services using company trucks and contractors, with the remaining 32% from brokerage and logistics arrangements using third-party capacity. Customer concentration is intensifying, with the top five customers now generating 43% of revenue (up from 34% in 2023) and General Motors alone accounting for 14%, leaving the company heavily exposed to automotive demand.
Generated from PAMT's filing dated 2026-03-12
Key risks
- Customer concentration intensifying: top five customers grew to 43% of 2025 revenue (from 34% in 2023); GM alone is ~14%.
- Cross-border exposure: ~44% of revenue originates from or is destined to Mexico/Canada, leaving results sensitive to tariffs, USMCA shifts and FX.
- Cyclical freight downturn pressures: oversupplied used equipment market, rising insurance premiums and weak truckload pricing squeeze operating ratio.
Generated from PAMT's filing dated 2026-03-12
Profitability
Operating margin
-10.7%
108.2%Net margin
-8.8%
97.7%Return on equity
-19.0%
87.3%Return on assets
-7.5%
75.8%Leverage
Debt / equity
1.51×
11.4%Long-term debt / equity
0.97×
20.3%Debt / assets
60.2%
4.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $141.9M | -8.7% | $-8.0K | +99.9% | -0.0% |
Q4 2025 2025-12-31 | $141.3M | -15.1% | $-29.3M | -0.1% | -20.7% |
Q3 2025 2025-09-30 | $150.3M | -17.7% | $-5.6M | -2474.7% | -3.7% |
Q2 2025 2025-06-30 | $151.1M | -17.4% | $-9.6M | -266.2% | -6.4% |
Q1 2025 2025-03-31 | $155.3M | -14.9% | $-8.1M | -2997.5% | -5.2% |
Q4 2024 2024-12-31 | $166.5M | — | $-29.2M | — | -17.6% |
Q3 2024 2024-09-30 | $182.6M | -9.4% | $-217.0K | -103.6% | -0.1% |
Q2 2024 2024-06-30 | $182.9M | -11.8% | $-2.6M | -128.2% | -1.4% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Trucking (No Local) · SIC 4213
Your notes
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Insider activity
Insider buying
$21.5M
Insider selling
$21.5M
Net activity
+$0
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2025-09-11 | MOROUN MATTHEW T Director | Sale | 2,000,000 | $10.74 | $21.5M | |
| 2025-09-11 | MOROUN MATTHEW T Director | Purchase | 2,000,000 | $10.74 | $21.5M |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns PAMT
Institutional value
$21.0M
Total shares held
2.5M
Distinct holders
35
-16 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $11.3M | -9.5K (-0.7%) | Trimmed |
| 2 | BlackRock, Inc. | 422.9K | $3.6M | -6.7K (-1.6%) | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 227.9K | $1.9M | — | New |
| 4 | Pacific Ridge Capital Partners, LLC | 194.6K | $1.6M | +759 (+0.4%) | Added |
| 5 | Horrell Capital Management, Inc. | 89.5K | $756.8K | -8.0K (-8.2%) | Trimmed |
| 6 | Pinnacle Holdings, LLC | 56.2K | $475.1K | -1.4K (-2.4%) | Trimmed |
| 7 | VANGUARD FIDUCIARY TRUST CO | 32.3K | $273.3K | — | New |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27.6K | $233.2K | — | New |
| 9 | EJF Capital LLC | 25.0K | $211.3K | +0 (+0.0%) | No change |
| 10 | JANE STREET GROUP, LLC | 15.8K | $133.9K | +3.7K (+30.5%) | Added |
| 11 | Nuveen, LLC | 14.5K | $122.2K | +88 (+0.6%) | Added |
| 12 | Bank of New York Mellon Corp | 11.9K | $100.7K | -3.4K (-21.9%) | Trimmed |
| 13 | RHUMBLINE ADVISERS | 6.8K | $57.3K | -1.8K (-20.8%) | Trimmed |
| 14 | STRS OHIO | 4.2K | $35.7K | +0 (+0.0%) | No change |
| 15 | JPMORGAN CHASE & CO | 2.4K | $20.0K | -833 (-26.0%) | Trimmed |
| 16 | Vanguard Global Advisers, LLC | 2.3K | $19.3K | — | New |
| 17 | WELLS FARGO & COMPANY/MN | 1.8K | $15.1K | -3.5K (-66.3%) | Trimmed |
| 18 | Russell Investments Group, Ltd. | 1.7K | $14.2K | -3.0K (-64.2%) | Trimmed |
| 19 | UBS Group AG | 1.6K | $13.4K | -2.8K (-64.0%) | Trimmed |
| 20 | Quent Capital, LLC | 1.5K | $12.9K | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With 44% of revenue tied to Mexico/Canada freight, what's the quantified EBIT exposure to potential USMCA renegotiation or new tariffs on automotive parts?
- 2
Truckload mix rose to 68.3% from 65.3% in 2023—are you deliberately shrinking brokerage, and what's the margin differential justifying that shift?
- 3
Given the 'oversupplied used equipment market' you cite, what impairment or gain-on-sale headwind is embedded in 2026 guidance versus 2024?
Refreshed when PAMT files a new report · last from 2026-03-12