1. Heartland Express is integrating CFI operations effective December 31, 2025. 2. CFI's operational performance has improved significantly during 2025. 3. Drivers will receive enhanced compensation aligning with Heartland's pay structure. 4. The integration aims to boost capacity and service quality for customers. 5. CFI's Mexican operations remain untouched by this integration.
FAQ
Why Bullish?
The integration of CFI could improve operating performance and expand service capacity, enhancing overall growth, similar to past successful acquisitions in transportation.
How important is it?
The integration of a significant subsidiary like CFI directly affects HTLD’s operational strategy, enhancing market position and financial health.
Why Long Term?
Long-term benefits include improved efficiency and driver retention, which can enhance revenue stability over time.
Related Companies
Heartland Express, Inc. Announces Strategic Integration of CFI’s U.S. Operations
NORTH LIBERTY, Iowa, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Heartland Express, Inc. (Nasdaq: HTLD) has announced the integration of Contract Freighters, Inc.’s (CFI) U.S. operations into Heartland Express, effective December 31, 2025. This move is expected to enhance operational and financial performance for the company.
Integration and Rebranding Details
Heartland Express CEO, Mike Gerdin, expressed optimism about the integration, stating, “We are excited to announce the integration and rebranding of the U.S. operations of CFI into Heartland Express, similar to several of our prior acquisitions.” The transition will not affect CFI Logistica, S.A. de C.V., the company's Mexican operations subsidiary.
Key improvements in CFI's operations in 2025 include:
- Completion of the transportation management system conversion in Q1 2025.
- Transition to a unified driver electronic logging device and communication system in Q2 2025.
- Sequential improvement in operating performance throughout the year.
Benefits for Drivers and Customers
The integration aims to align driver compensation across CFI and Heartland Express, promising enhanced benefits for CFI drivers. Key points include:
- Drivers will remain in their current trucks.
- Options to select from various pay packages within the legacy Heartland Fleet.
- Opportunities to operate under Millis Transfer, LLC or Smith Transport, LLC, which are also part of the Heartland family.
For customers, this integration is projected to increase fleet capacity, enabling Heartland Express to continue providing the reliable, on-time service they expect.
Operational Plans Post-Integration
Heartland Express intends to maintain existing CFI offices in:
- Joplin, Missouri – Current CFI headquarters
- West Memphis, Arkansas
- Laredo, Texas
Additionally, the company will offer existing CFI employees opportunities for continued employment with Heartland Express. The operational status of Millis and Smith will remain unchanged.
Forward-Looking Statements and Future Considerations
Heartland Express is evaluating the potential impact of this integration and rebranding on the value of goodwill and intangible assets associated with CFI. This press release contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. These predictions involve inherent risks and uncertainties, and actual results may differ significantly from expectations.
For further information, contact Heartland Express, Inc. at (319) 645-7060. Mike Gerdin serves as CEO, while Chris Strain is the CFO.