Forward Air Corp. (FWRD)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-05
$16.93-11.27%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-05
QuarterlyIQ Insights · FWRD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Document Forward Air Announces Two-Year Definitive Agreement to Retain Significant Portion of Previously Disclosed Customer Relationship 2026 to 2028 Forecasted Annual Revenue from Customer Expected…
Stated in a supplied disclosure. Management reported: “The Company expects annual revenue in each contract year of 2026, 2027 and 2028 (the contract period) to exceed the Customer’s total revenue contribution in 2025.” “The revenue from the retained services that the Company provides the Customer has continued to grow throughout 2026 and is expected to continue growing in 2027.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
However, the Board continues to be open to, and intends to consider, all opportunities to enhance shareholder value, and has determined to pursue a sale of non-core assets, including our Intermodal s…
Stated in 1 of 3 supplied quarters. Management reported: “However, the Board continues to be open to, and intends to consider, all opportunities to enhance shareholder value, and has determined to pursue a sale of non-core assets, including our Intermodal segment and two of our smaller legacy Omni businesses.” “These targeted sales are expected to advance the Company’s efforts to delever the balance sheet and further focus its services around continuing to provide service-sensitive logistics to its customers around the world in the air, ocean, ground and contract logistics.”
“However, the Board continues to be open to, and intends to consider, all opportunities to enhance shareholder value, and has determined to pursue a sale of non-core assets, including our Intermodal s…”
During the year we diligently focused on what we could control including aligning our cost structure to match demand and executing our transformation strategy.
Stated in 1 of 3 supplied quarters. Management reported: “During the year we diligently focused on what we could control including aligning our cost structure to match demand and executing our transformation strategy.” ““At the Expedited Freight segment, we remained focused on charging the optimal price for freight moving through our network and actively managed expenses.”
“During the year we diligently focused on what we could control including aligning our cost structure to match demand and executing our transformation strategy.”
Continue the transformation and cost-structure work while improving operating results across the company's logistics segments.
Continue the transformation of operations and focus services around logistics offerings while pursuing sales of identified non-core assets.
Over the trailing year it converted -1.37x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.