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Income Margin by Segment
Reports profit margin at the segment level, showing how efficiently each business turns revenue into income and signaling which segments are capital-efficient or margin-constrained.Fleet Management margins have fallen from prior peaks to mid-single digits, with recent sequential improvement (Q1 ~7.9%) but still below long-term targets; Supply Chain recovered to high-single digits yet remains volatile and exposed to automotive/OEM disruptions; Dedicated Transportation margins are persistently subdued amid a smaller fleet and weak freight. Management is leaning on a $170M efficiency program — not cyclical tailwinds — to drive margin expansion, so investors should monitor execution, rental‑fleet rebuilds and used‑vehicle pricing as the key triggers for sustainable margin recovery.
Date | Fleet Management | Supply Chain | Dedicated Transportation | Eliminations |
|---|---|---|---|---|
Jun 30, 2026 | 7.00 | 9.00 | 2.00 | |
Mar 31, 2026 | 7.00 | 5.00 | 4.00 | |
Dec 31, 2025 | 9.00 | 6.00 | 7.00 | -31.00M |
Sep 30, 2025 | 10.00 | 6.00 | 6.00 | -33.00M |
Jun 30, 2025 | 8.00 | 7.00 | 6.00 | -36.00M |
Mar 31, 2025 | 6.00 | 6.00 | 5.00 | -33.00M |
Dec 31, 2024 | 10.00 | 7.00 | 6.00 | -37.00M |
Sep 30, 2024 | 9.00 | 7.00 | 6.00 | -34.00M |
Jun 30, 2024 | 9.00 | 6.00 | 6.00 | -34.00M |
Mar 31, 2024 | 7.00 | 5.00 | 3.00 | -28.00M |