CoverageForm 410-K10-Q8-K13D13G13F

FWRD · Forward Air Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · FWRD

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$582.05M-$631.76M$618.84M$613.28M-$655.94M$643.67M$541.81M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A----------
Total Operating Expenses$561.61M-$616.76M$599.32M$608.52M-$633.24M$1.74B$607.54M-
D&A$38.52M-$37.75M$36.81M$37.36M-$25.89M$48.64M$31.79M-
Operating Income$20.44M-$15.01M$19.52M$4.76M-$22.70M($1.10B)($65.73M)-
Interest Expense$43.59M-$44.77M$45.33M$40.75M-$52.77M$2.58M$40.75M-
Income Tax$1.79M-$385.0K($16.75M)$19.59M-$1.30M($174.94M)($18.35M)-
Net Income($34.32M)-($16.25M)($12.58M)($50.64M)-($73.41M)($645.43M)($61.71M)-
EPS - Basic($1.09)-($0.52)($0.41)($1.68)-($2.66)($23.47)($2.81)-
EPS - Diluted($1.09)-($0.52)($0.41)($1.68)-($2.66)($23.47)($2.81)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$141.02M$106.00M$140.35M$95.13M$116.31M$104.90M$18.84M$84.89M$32.03M$121.97M
Accounts Receivable$330.70M$343.56M$341.41M$335.72M$336.40M$322.29M$361.00M$368.93M$351.81M$153.27M
Inventory----------
Accounts Payable$103.69M$121.75M$124.83M$115.12M$111.51M$105.69M$157.23M$143.46M$130.65M$45.43M
Current Assets$542.36M$521.00M$552.49M$474.61M$493.37M$472.50M$545.08M$558.62M$569.43M$347.03M
Total Assets$2.70B$2.72B$2.79B$2.76B$2.80B$2.80B$3.06B$3.07B$3.96B$2.98B
Current Liabilities$441.90M$428.32M$460.04M$396.69M$438.26M$384.05M$448.70M$420.01M$444.84M$237.09M
Long-term Debt$1.69B$1.69B$1.68B$1.68B$1.68B$1.68B$1.67B$1.68B$1.66B$0
Total Liabilities----------
Stockholders' Equity$81.00M$113.34M$139.78M$151.79M$154.63M$201.73M$226.08M$283.76M$926.07M$764.26M
Retained Earnings($482.91M)($447.10M)($418.75M)($402.45M)($389.76M)($338.23M)($301.63M)($228.15M)$417.28M$480.32M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$45.74M---($51.72M)---($51.72M)-
Investing Cash Flow($5.52M)---($1.57B)---($1.57B)-
Financing Cash Flow($4.91M)---($158.73M)---($158.73M)-
CapEx$6.95M---$11.91M---$4.97M-
Free Cash Flow$38.79M---($63.63M)---($56.69M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin3.5%-2.4%3.2%0.8%-3.5%-170.2%-12.1%-
EBITDA margin10.1%-8.4%9.1%6.9%-7.4%-162.7%-6.3%-
Net margin-5.9%--2.6%-2.0%-8.3%--11.2%-100.3%-11.4%-
Free cash flow margin6.7%----10.4%----10.5%-
FCF / Net income-1.13---1.26---0.92-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate----------
Return on assets-1.3%--0.6%-0.5%-1.8%--2.4%-21.0%-1.6%-
Return on equity-42.4%--11.6%-8.3%-32.7%--32.5%-227.5%-6.7%-
Return on invested capital0.9%-0.6%0.8%0.2%-0.9%-44.1%-2.0%-
Liquidity
Current ratio1.231.221.201.201.131.231.211.331.281.46
Quick ratio1.231.221.201.201.131.231.211.331.281.46
Cash ratio0.320.250.310.240.270.270.040.200.070.51
Leverage
Debt / Equity20.8714.8912.0511.0810.868.317.405.911.800.00
Debt / Assets0.630.620.600.610.600.600.550.550.420.00
Debt / EBITDA28.67-31.9329.8539.85-34.44---
Interest coverage0.5x-0.3x0.4x0.1x-0.4x-423.9x-1.6x-
Equity multiplier33.2823.9919.9918.1918.1313.8913.5210.814.283.90
Liabilities / Assets----------
Efficiency
Asset turnover0.22-0.230.220.22-0.210.210.14-
Inventory turnover----------
Days sales outstanding207d-197d198d200d-201d209d237d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B6.5x-5.7x4.9x3.9x-4.4x1.8x0.9x-
P / S0.9x-1.3x1.2x1.0x-1.5x0.8x1.5x-
EV / EBITDA35.2x-44.3x41.4x51.5x-54.4x---
Growth
Revenue growth (YoY)-5.1%--3.7%-3.9%13.2%-58.7%60.0%26.9%-
Revenue CAGR (3y)10.9%-7.4%6.3%9.5%-16.1%15.2%21.0%-
Revenue CAGR (5y)13.8%-13.7%17.0%12.4%-12.6%13.2%11.0%-
Gross profit growth (YoY)----------
Operating income growth (YoY)329.2%--33.9%---46.5%---
Net income growth (YoY)32.2%-77.9%98.1%17.9%-----
EPS growth (YoY)35.1%-80.5%98.3%40.2%-----
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-----12.2%-----
FCF CAGR (5y)6.6%---------
Book value growth (YoY)-47.6%-43.8%-38.2%-46.5%-83.3%-73.6%-66.0%-57.9%35.1%8.1%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$2.50B total
Omni Logistics Segment$1.35B · 54.2%
Expedited Freight Segment$914.66M · 36.7%
Intermodal Segment$229.29M · 9.2%

Product / service

$1.01B total
Network$761.94M · 75.2%
Truckload$165.89M · 16.4%
Product And Service Other$84.73M · 8.4%

Geographic

$2.50B total
US$2.17B · 86.8%
Non Us$330.04M · 13.2%

Peer comparison

Same SIC group: Arrangement of Transportation of Freight & Cargo

CompanyRevenue (last FY)Net marginROE
BCO$5.26B3.8%71.9%
CHRW$16.23B3.6%31.8%
EXPD$11.07B7.3%34.4%
HUBG---
RLGT$902.70M1.9%7.7%

Comparing FORWARD AIR CORP against the 5 most active filers in the same SIC group.

Dividends

$0.00/share trailing 12 months

Ex-datePer share
Nov 21, 2023$0.2400
Aug 16, 2023$0.2400
May 24, 2023$0.2400
Mar 1, 2023$0.2400
Nov 22, 2022$0.2400
Aug 17, 2022$0.2400
May 25, 2022$0.2400
Mar 2, 2022$0.2400
Nov 23, 2021$0.2100
Aug 19, 2021$0.2100
May 26, 2021$0.2100
Mar 3, 2021$0.2100
Nov 24, 2020$0.2100
Aug 19, 2020$0.1800
May 21, 2020$0.1800
Mar 4, 2020$0.1800
Nov 20, 2019$0.1800
Aug 21, 2019$0.1800
May 23, 2019$0.1800
Mar 6, 2019$0.1800
Nov 21, 2018$0.1800
Aug 22, 2018$0.1500
May 24, 2018$0.1500
Mar 7, 2018$0.1500