PAMT at a glance
PAMT CORP (PAMT, SEC CIK 798287) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PAMT CORP (PAMT) reported revenue of $598.1 million (down 16.3% from FY2024) and a net loss of $52.6 million. Diluted EPS was -$2.48.
- As of June 30, 2026, 15 institutional investment managers tracked by SignalX reported holding PAMT CORP (PAMT) shares worth $42.2 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by MOROUN MATTHEW T on September 3, 2026 of 3,268,000 shares at $9.55 per share.
- In the last 90 days, PAMT insiders reported 1 open-market purchase ($31.2M) and 1 open-market sale ($31.2M) on Form 4, a net purchase of $0.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $598.1M
- −16.3% vs prior year
- Insiders · 90 days
- 1 buy · 1 sell
- Net +$0
- 13F holders
- 15 funds
- $42.2M · −1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Truckload transportation services with significant focus on automotive industry freight
- New emphasized risk: Potential reclassification of independent contractors as employees under new labor rules effective March 2024
- Strategic challenges: Increasing regulatory and customer sustainability demands raising operating costs; intensified competition from larger carriers and logistics brokers
- Quantitative metric: Top 5 customers contributed ~43% revenue in 2025; General Motors alone ~14%; automotive sector ~35% of total revenue
- Noteworthy fact: $26.5 million auto-liability reserve increase in Q4 2025 due to settlement exceeding insurance coverage impacting financial results
Risk Factors
- Regulatory risk: EPA 2024-2032 heavy duty truck emission standards increasing equipment costs and depreciation expenses
- Geopolitical risk: 25% U.S. tariffs on Mexico/Canada imports impacting Mexico-heavy automotive supply chain and cross-border freight volumes
- Supply chain risk: Rising purchase prices for new revenue equipment due to EPA mandates and tariffs affecting capital expenditures
- Competitive risk: Driver shortages caused by CSA safety rules and competing industries increasing recruiting and compensation costs
- Financial risk: Significant capital requirements may limit growth or force unfavorable financing if cash flow insufficient
Management Discussion & Analysis
- Total revenue before fuel surcharge decreased 14.8% to $359.6M in truckload (vs $422.0M in 2024) and 19.3% to $167.0M in logistics/brokerage (vs $207.0M) in 2025
- Operating margin declined: truckload operating loss (18.4%) in 2025 vs loss (11.2%) in 2024; logistics operating income down to 1.3% in 2025 from 5.1% in 2024
- Truckload segment worst performer: loss $66.0M in 2025 (operating ratio 118.4%); logistics best performer positive operating margin 1.3% despite revenue decline
- Cash from operations $17.3M in 2025, down from $59.0M in 2024; financing activities used $68.6M in 2025 including $91.9M new debt offset by $83.6M repayments; investing generated $18.4M
- Outlook risk: challenging freight market with oversupply of trucks, downward rate pressure affecting revenues and margins, increased insurance claims reserve ($30M settlement) impacting expenses
AI summary of the PAMT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue before fuel surcharges $136.9M, up from $133.8M YoY
- Brokerage/logistics best performer: revenue $50.8M, up 24.0%; operating margin 3.6% vs 1.3%
- Truckload worst performer: revenue $86.1M, down 7.3%; operating ratio 114.2% vs 112.5%
- Q2 net loss $7.4M, or 5.4% of revenue, vs $9.6M, or 7.2% YoY
- Six-month operating cash flow used $16.7M; expected remaining-2026 net capital expenditures $32.1M for 239 trucks and 350 trailers
Risk Factors
- Negligent-selection litigation risk triggered by May 2026 Supreme Court decision in Montgomery v. Caribe Transport II
- Brokerage exposure to higher litigation costs and insurance premiums following expanded state-law claims
- Auto-liability settlement substantially exceeding insurance coverage, materially hurting fourth-quarter 2025 results
- Litigation claims potentially exceeding insurance coverage or remaining uninsured
- Increased carrier-selection, safety-review, and compliance resources for brokerage operations
AI summary of the PAMT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Exhibit 99.1 contains the financial results and management disclosures
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Daniel C. Kleine appointed Chief Financial Officer effective July 30, 2026, while retaining Treasurer responsibilities
- Internal promotion from Senior Vice President of Finance and Treasurer, supporting leadership continuity
Item EX-99.1: Item EX-99.1
- Q2 revenue $164.7M, up 8.9% YoY, but operating loss remained $10.4M with a 106.3% consolidated operating ratio
- Net loss improved to $7.4M from $9.6M, or $0.36 diluted loss per share versus $0.46
Item 5.07: Submission of Matters to a Vote of Security Holders
- Nine director nominees elected, with votes for ranging from 16,563,257 to 19,038,297
- Matthew T. Moroun received the highest opposition, with 2,935,986 votes withheld
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results for quarter ended March 31, 2026
- Earnings details contained in Exhibit 99.1 news release
Item 7.01: Regulation FD Disclosure
- PAMT plans to accelerate share repurchases during Q2 2026 under its existing authorization
- Increased buybacks could support per-share metrics and signal management’s view that shares are undervalued
AI summaries of PAMT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PAMT
Don't miss the next PAMT filing
- Alerts as it files. A push when PAMT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PAMT, by share count.
- Ask anything. An AI agent that reads every PAMT filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MOROUN MATTHEW T | Buy | Sep 3, 2026 | 3,268,000 | $9.55 |
| MOROUN MATTHEW T | Sell | Sep 3, 2026 | 3,268,000 | $9.55 |
| Kleine Daniel C. | A | Jul 30, 2026 | 20,000 | - |
| Bishop Michael D. | A | May 8, 2026 | 968 | $10.32 |
| Moroun Matthew J. | A | May 8, 2026 | 1,453 | $10.32 |
| MOROUN MATTHEW T | A | May 8, 2026 | 1,453 | $10.32 |
| MCLARTY FRANKLIN | A | May 8, 2026 | 484 | $10.32 |
| STEWART LANCE | F | Feb 9, 2026 | 11,354 | $12.03 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $714.6M | $598.1M |
| Operating Income | - | -$36.8M | -$64.1M |
| Net Income | $18.4M | -$31.8M | -$52.6M |
| Op. Margin | - | -5.1% | -10.7% |
| Net Margin | - | -4.4% | -8.8% |
| Balance Sheet | |||
| Total Assets | $760.5M | $741.7M | $697.9M |
| Equity | - | $277.5M | $210.5M |
| ROE | - | -11.5% | -25.0% |
| Per Share | |||
| EPS | $0.83 | $-1.45 | $-2.48 |
| Cash Flow | |||
| Operating CF | - | $59.0M | $17.3M |
| CapEx | $34.1M | $140.8M | $40.7M |
Source: XBRL data in PAMT CORP (PAMT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PAMT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 15 | $42.2M |
| Q1 2026 | 16 | $25.9M |
| Q4 2025 | 14 | $38.4M |
| Q3 2025 | 14 | $36.6M |
| Q2 2025 | 14 | $41.7M |
| Q1 2025 | 12 | $35.4M |
| Q4 2024 | 8 | $46.6M |
| Q3 2024 | 6 | $46.8M |
- BlackRock+21.1K (+5%)
- Vanguard Portfolio Management LLC+6.0K (+22%)
- Vanguard Capital Management LLC+3.0K (+1%)
- Northern Trust+2.4K (+5%)
- Wells Fargo & Co+2.3K (+130%)
- Dimensional Fund Advisors−32.0K (-2%)
- Renaissance Technologies LLC−28.7K (-3%)
- Morgan Stanley−1.4K (-40%)
- FMR LLC (Fidelity)−286 (-8%)
- JPMorgan Chase & Co−247 (-10%)
- Goldman Sachs Group+11.7K
- Citadel Advisors LLC−21.4K
- Bank of America Corp−14.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 99 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PAMT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 8, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| 10-K | Mar 12, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 19, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 10-Q | Nov 5, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 8, 2025 | Jun 30, 2025 | - | |
| 10-Q | May 9, 2025 | Mar 31, 2025 | - | |
| 10-K | Mar 12, 2025 | Dec 31, 2024 | - | |
| 10-Q | Nov 6, 2024 | Sep 30, 2024 | - | |
| 10-Q | Aug 6, 2024 | Jun 30, 2024 | - | |
| 10-Q | May 7, 2024 | Mar 31, 2024 | - | |
| 10-K | Mar 13, 2024 | Dec 31, 2023 | - | |
| 10-Q | Oct 31, 2023 | Sep 30, 2023 | - | |
| 10-Q | Jul 31, 2023 | Jun 30, 2023 | - | |
| 10-Q | May 2, 2023 | Mar 31, 2023 | - |
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PAMT SEC filings: frequently asked questions
Are PAMT insiders buying or selling?
In the last 90 days, PAMT CORP (PAMT) officers, directors and 10% owners reported 1 open-market purchase worth $31.2 million by 1 insider and 1 open-market sale worth $31.2 million by 1 insider on Form 4, a net purchase of $0. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PAMT stock?
As of June 30, 2026, the largest PAMT CORP (PAMT) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($18.3 million), Renaissance Technologies LLC ($11.8 million), BlackRock ($6.2 million), Vanguard Capital Management LLC ($3.2 million), State Street Corp ($864,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PAMT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PAMT CORP (PAMT) reported revenue of $598.1 million (down 16.3% from FY2024) and a net loss of $52.6 million. Diluted EPS was -$2.48. The figures come from the XBRL data in the 10-K.
What are the main risks in PAMT's latest 10-K?
In the 10-K filed March 12, 2026, PAMT CORP (PAMT) flagged: Regulatory risk: EPA 2024-2032 heavy duty truck emission standards increasing equipment costs and depreciation expenses. Geopolitical risk: 25% U.S. tariffs on Mexico/Canada imports impacting Mexico-heavy automotive supply chain and cross-border freight volumes. (AI summary of the Risk Factors section.)
What did PAMT report in its latest 8-K?
PAMT CORP (PAMT) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Q2 fiscal 2026 results for quarter ended June 30, 2026.
What are the latest PAMT SEC filings?
PAMT CORP (PAMT) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 8, 2026.
What is PAMT's SEC CIK number?
PAMT CORP (PAMT)'s SEC Central Index Key (CIK) is 798287. EDGAR lists every PAMT filing under that number.
Ask anything about PAMT
The research agent reads PAMT's filings, financials, insider trades and 13F holders, then answers with sources.