Proficient Auto Logistics, Inc. · NASDAQ:PAL
Proficient Auto Logistics — Investor Presentation (November 2025)
12 slides from Proficient Auto Logistics's investor presentation, November 2025
Slide 1: Proficient Auto Logistics Q4 2025 Investor Presentation
Proficient Auto Logistics Q4 2025 Investor Presentation November 2025
Slide 2: Who We Are – Proficient Auto Logistics ("PAL")
Who We Are – Proficient Auto Logistics (“PAL”) • Proficient Auto Logistics (PAL) is an industry leading specialized freight company focused on providing auto transportation and logistics services utilizing one of the largest auto transportation fleets in North America • The Company is primarily focu
Slide 3: Management Team
Management Team SAIA’s Share Price(1) 25+ years of experience in the Under Rick’s Leadership: transportation and logistics industry ~$7→ ~$428 (Current) Non-Executive (Former) Chief Financial Richard “Rick” O’Dell Chairman of the Board of Officer, President and Chief Chief Executive Officer Director
Slide 4: PAL At a Glance
PAL At a Glance Expansive geographic footprint coupled with blue chip, leading OEM customer base across North America Five Founding Companies Post-IPO Acquisitions PAL Locations Less Delivery Density More Delivery Density ✓ Strategically located facility network with close proximity to major ports a
Slide 5: PAL Evolution and Integration Progressing Quickly
PAL Evolution and Integration Progressing Quickly Additional Acquisitions Completed since May 2024 IPO Integration Milestones Achieved • National Procurement Effort: Implementation Underway • Pursuing savings opportunities through synergies in areas such as fuel, tires, parts, travel, and employee b
Slide 6: Market Environment: Volatility Continues, Pricing Has Degraded
Market Environment: Volatility Continues, Pricing Has Degraded Seasonally Adjusted Annual Rate (SAAR) • OEM Q3 financial results reflect significant cost headwinds from tariffs, EVs, quality issues, supply disruption, and market Automotive Sales in Millions(1) performance • PAL provides critical inf
Slide 7: Competitive Landscape
Competitive Landscape PAL vs. Other Major Auto Hauling Carriers Number of Trucks Exited Market Q1 2025 1,200 United Road Jack Cooper PAL Hansen & Cassens Virginia Accelerated USAL Diversified (Union) Adkins (Union) National Network ✓ ✓ ✓ ✓ • Market conditions and other competitive pressures resulted
Slide 8: Summary Unaudited Financial Information – Q3 2025
Summary Unaudited Financial Information – Q3 2025 Q3 Q3 • Q3 generated strong revenue during a slower seasonal In USD thousands 2025 2024 Var Revenue before FSC 106,852 84,290 22,562 period and further improved profitability, demonstrating Fuel Surcharge and Reimbursements 7,443 7,216 227 continued
Slide 9: Condensed Consolidated Balance Sheet
Condensed Consolidated Balance Sheet In USD thousands 9/30/2025 12/31/2024 • Healthy cash generation and ample liquidity, newer Cash & Equivalents $ 14,535 $ 15,399 equipment fleet in excellent condition Accounts Receivable, net 45,922 37,395 • Paid down $11M in debt, including full balance on Prope
Slide 10: Building Network Density and Efficiency
Building Network Density and Efficiency Q3 2025 Revenue Breakdown by Type • Diversifying sources of freight 4% • OEM portfolio provides a reliable portion of total revenue 3% with varied contract sizes, time horizons, and ProFleet geographies served, often contracted with multiple PAL Secondary & Sp
Slide 11: Expansive Capacity with Asset-Based Reliability and Asset-Light Flexibility
Expansive Capacity with Asset-Based Reliability and Asset-Light Flexibility Revenue Breakdown By Driver Type A Leading Company-Owned Fleet(1) Tractor-Trailer Units Count: 813 Units* Average Age: 5.3 Years Q3 2025 36% Combined Transportation • PAL’s company-owned fleet has expanded by ~275 units sinc
Slide 12: Summary: A Clear Path to Creating Shareholder Value
Summary: A Clear Path to Creating Shareholder Value • Strong Management and Leadership team with a track record of creating shareholder value • Established relationships and long-term contracts with leading, blue-chip customer base; well- capitalized platform to grow share of a large addressable mar
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