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Revenue by Segment
Breaks down sales across the company’s different business lines so you can see where growth is coming from and how concentrated the top line is. Helps identify which segments are expanding or contracting, any seasonal or market exposure, and whether the company’s revenue base is diversified enough to support sustainable growth.
Subhaulers remain the revenue engine—outsourced carriers account for the bulk of growth after the Brothers acquisition—but their quarterly volatility (notable Q4'24 drop then rebound) shows exposure to seasonality and pricing pressure; Company Drivers grew rapidly in 2025 as management insourced moves, a deliberate margin‑improvement lever tied to the 150‑bp operating‑ratio target. Despite top‑line momentum, revenue per unit fell ~6% and full‑year EBITDA was flat, so investors should treat revenue gains as operationally mixed: expecting M&A‑driven growth and debt paydown, but margin recovery depends on insourcing execution and stabilizing SAAR/pricing.
PAL Revenue by Segment
| Date | Company Drivers | Subhaulers |
|---|---|---|
| Jun 30, 2026 | $41.01M | $68.39M |
| Mar 31, 2026 | $36.25M | $57.43M |
| Dec 31, 2025 | $38.75M | $66.62M |
| Sep 30, 2025 | $41.72M | $72.58M |
| Jun 30, 2025 | $41.45M | $74.09M |
| Mar 31, 2025 | $32.67M | $62.53M |
| Dec 31, 2024 | $30.98M | $34.63M |
| Sep 30, 2024 | $33.33M | $58.18M |
| Jun 30, 2024 | $18.35M | $37.56M |
| Mar 31, 2024 | $4.60M | $23.22M |