Proficient Auto Logistics, Inc (PAL) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Proficient Auto Logistics, Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Transportation Services
High 4.16 at 10:30 am ET, low 4.01 at 3:30 pm ET.
We are a leading non-union, specialized freight company focused on providing auto transportation and logistics services. Formed in connection with this offering through the combination of the Founding Companies, five industry-leading operating companies, we will operate one of the largest auto transportation fleets in North America based upon information obtained from leadership of the Auto Haulers Association of America, utilizing roughly 1,130 auto transport vehicles and trailers on a daily basis, including 615 Company-owned transport vehicles and trailers, and employing 649 dedicated employees as of November 30, 2023. Prior to the completion of this offering, we have not operated as a combined company and are dependent upon this offering to complete the Combinations. From our 49 strategically located facilities across the United States, we offer a broad range of auto transportation and logistics services, primarily focused on transporting finished vehicles from automotive production facilities, marine ports of entry, or regional rail yards to auto dealerships around the country. We have developed a differentiated business model due to our scale, breadth of geographic coverage, and embedded customer relationships with leading auto original equipment manufacturing companies (“OEMs”). Our customers range from large, global auto companies, such as General Motors, BMW, Stellantis, and Mercedes Benz, to electric vehicle (“EV”) producers, such as Tesla and Rivian. Additional customers include auto dealers, auto auctions, rental car companies, and auto leasing companies. For the year ended December 31, 2023, we had pro forma combined operating revenue of $414.6 million, pro forma combined net income of $15.0 million, and pro forma combined EBITDA of $43.8 million. Our pro forma combined financial results cover periods during which we were not under common control or management and, therefore, may not be indicative of our future financial or operating results. Our combined operating revenue has grown at a compounded annual growth rate (“CAGR”) of approximately 15% from 2019 to 2023. We believe this historical growth is largely attributable to (i) market share shifting from union to non-union auto transportation and logistics companies, (ii) price increases resulting from industry-leading service levels provided to OEMs, coupled with significant trucking and rail capacity shortages, and (iii) OEMs partnering with auto transportation service providers with nationwide geographic coverage to service their growing network of dealerships. The COVID-19 pandemic created significant production headwinds for the automotive manufacturing sector due to supply chain disruptions and component shortages. As a result of these issues, domestic auto sales, which had averaged 17.2 million units annually in the four years prior to 2020, dropped to 14.5 million units in 2020 following the onset of the pandemic and declined to 13.8 million units in 2022 due to the supply chain issues and semiconductor shortages in that year. Despite the decrease in units, we increased our combined operating revenue by $148.3 million from 2019 to 2023 as we benefited from market share gains and price increases. Industry production volumes are beginning to rebound, and are expected to be a continuing tailwind for the auto transportation and logistics industry throughout the next three to five years. We believe the combination of our executive management team, the management of the Founding Companies, and the fragmented nature of the auto transportation and logistics market will provide us with the capability and opportunity to continue to expand both organically and via effective tuck-in acquisitions. Proficient Auto Logistics, Inc. was incorporated in Delaware on June 13, 2023. Our principal executive offices are located at 12276 San Jose Blvd, Suite 426, Jacksonville, FL.
the bull case· 2
116
managers reporting a position in the latest quarterly filings
13fJun 30 '26+6.68%
change in shares held by the ten largest reporting managers
13fJun 30 '26the bear case· 4
0.01%
of iShares Russell two thousand ETF assets the largest fund weight on file
n-portJun 30 '261 of 6
recent reports where the move came in under the options implied range
earnings historyimplied vs realized3
of the funds on file reporting a position in PAL
n-portas of Jun 30 '2621
managers whose positions together make up four fifths of reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 16 '26 report. Not a forecast, not advice.
Of the 6 companies Proficient Auto Logistics, Inc moves with most closely, 1 also shares its SEC classification.
Measured against 500 trading days of our own closes. Co-movement, not cause.
SIC 4700, Transportation Services, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›tall tick = annual report · 1 on record
116 managers report a position worth $133.3M between them, and 21 of them hold 80% of it.
PAL (Proficient Auto Logistics, Inc) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.