Quarterlytics / Industrials / Trucking / Marten Transport, Ltd. / FY2017 Annual Report

Marten Transport, Ltd.
Annual Report 2017

MRTN · NASDAQ Industrials
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Ticker MRTN
Exchange NASDAQ
Sector Industrials
Industry Trucking
Employees 3776
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FY2017 Annual Report · Marten Transport, Ltd.
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MARTEN TRANSPORT, LTD. 

2017 Annual Report

Who We Are

Marten  Transport,  Ltd.,  with  headquarters  in  Mondovi,
Wisconsin, strives to be the premier supplier of time and tempera-
ture-sensitive transportation and distribution services to customers
in the United States, Canada and Mexico. We will accomplish this
by exceeding the expectations of our customers, employees, stock-
holders and society. We serve customers with demanding delivery
deadlines,  as  well  as  those  who  ship  products  requiring  modern
temperature-controlled  trailers  to  protect  goods.  Our  dry  freight

services  are  expanding,  with  966  dry  trailers  operating  as  of
December 31, 2017. 

Founded in 1946, we have been a public company since 1986. Our
common  stock  trades  on  the  NASDAQ  Global  Select  Market
under the symbol MRTN. At December 31, 2017, we employed
3,492 people, including drivers, office personnel and mechanics.

Five-Year Financial Summary

                                                                                                                                                                                 Years ended December 31, 
(Dollars in thousands, except per share amounts)                                                            2017                       2016                       2015                       2014                       2013

FOR THE YEAR

Operating revenue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      $ 698,120           $ 671,144           $ 664,994           $ 672,929          $ 659,214 
Operating income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            56,862               58,303               61,063                51,006               51,995 
Net income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            90,284               33,464               35,745                29,834               30,147
Net income – excluding 2017 deferred income taxes benefit(1) . .           33,819               33,464               35,745                29,834               30,147 
Operating ratio(2)  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 91.9%                91.3%                90.8%                 92.4%                92.1% 

PER-SHARE DATA(3)

Basic earnings per common share . . . . . . . . . . . . . . . . . . . . . .       $        1.66           $       0.62           $      0.64           $       0.54          $       0.54 
Basic earnings per common share – excluding 2017 deferred 

income taxes benefit(1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 0.62                   0.62                   0.64                    0.54                  0.54 
Diluted earnings per common share . . . . . . . . . . . . . . . . . . . .                 1.65                   0.61                   0.64                    0.53                   0.54 
Diluted earnings per common share – excluding 2017  

deferred income taxes benefit(1). . . . . . . . . . . . . . . . . . . . . . .                 0.62                   0.61                   0.64                    0.53                   0.54 
Dividends declared per common share . . . . . . . . . . . . . . . . . .                 0.08                   0.06                   0.06                    0.06                   0.05 
Book value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 9.64                   8.04                   7.50                    6.96                   6.47 

AT YEAR END
Total assets(4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       $ 690,403           $ 653,748           $ 631,528           $ 576,461          $ 522,387 
Long-term debt. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                      –                 7,886               37,867                24,373                       –
Stockholders’ equity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          525,500             437,338             409,421              387,926             359,137 

(1) Net income and basic and diluted earnings per common share for 2017 are presented for comparative purposes excluding the $56.5 million deferred 
income taxes benefit recorded to recognize the impact of the reduction of the federal corporate statutory income tax rate from 35% to 21% related to 
the Tax Cuts and Jobs Act of 2017. 

(2) Represents operating expenses as a percentage of operating revenue.
(3) The amounts for December 31, 2013 through 2016 have been restated to reflect the five-for-three stock split effected in the form of a 662⁄3% stock 

dividend on July 7, 2017.

(4) The amounts for December 31, 2013 and 2014 have been restated to reflect the reclassification of current deferred income tax assets to be consistent 

with the current presentation upon adoption of FASB ASU No. 2015-17, “Income Taxes” effective December 31, 2015.

To Our Stockholders and Employees

For the trucking industry, the second half of 2017 brought esca-
lating  freight  demand  and  tightening  capacity  as  an  improving
economy  ran  smack  into  a  worsening  driver  shortage.    For  the
year, the rising rates were more than offset by rising costs in an
operating environment that squeezed profit growth out of reach
for most of the trucking industry for the second year in a row. 

But not for Marten Transport. 

The  disciplined  execution  of  our  multifaceted  business  model
across Marten’s entire organization produced 2017 net income of
$33.8  million,  excluding  a  deferred  income  taxes  benefit—our
third  consecutive  improvement  in  annual  earnings,  excluding  a
gain on the disposition of facilities in 2015. 

Marten people again made the difference with their smart, hard
work within our culture of continuous improvement of systems
and processes. Marten uses a proprietary information technolo-
gy system that provides the real-time visible information needed
to  efficiently  make  data-driven  decisions  for  improved  supply
chain productivity. 

Achieving  an  improvement  in  Marten’s  2017  earnings  meant
overcoming a significantly smaller gain on disposition of our rev-
enue equipment—a reflection of a depressed used-truck market. 

2017 Financial Results

For  2017,  net  income  improved  to  $90.3  million,  or  $1.65  per
diluted share, including a deferred income taxes benefit of $56.5
million related to the Tax Cuts and Jobs Act of 2017. Excluding
that benefit, net income improved 1.1 percent to $33.8 million,
or 62 cents per diluted share, from $33.5 million, or 61 cents per
diluted share, for 2016. 

Operating revenue improved 4.0 percent to a record $698.1 million for
2017 from $671.1 million for 2016. Fuel surcharge revenue increased to
$67.1 million for 2017 from $53.2 million for 2016. Excluding fuel sur-
charges, 2017 operating revenue improved 2.1 percent to $631.0 million
from $617.9 million for 2016.

Our operating ratio (operating expenses as a percentage of oper-
ating revenue), was 91.9 percent for 2017 and 91.3 percent for
2016. The operating ratio, net of fuel surcharges, was 91.0 percent
for 2017 and 90.6 percent for 2016. 

In terms of freight environment, 2017 came in like a lamb and
went out like a lion. From an exceptionally weak level at the start
of the year, freight demand surged in the second quarter and grew
to a situation in the fourth quarter where it substantially exceeded
the  declining  supply  of  seated  trucks  available  nationally.  We
expect the pressure to meet freight demand to intensify in 2018,
with expansion of capacity further constrained by two major fac-
tors: 

•   The most critical driver shortage in history, 

•   The beginning of the new Electronic Logging Device (ELD)

era. 

Marten has focused on being out in front on both issues.

Operating Revenue Growth
Excluding Fuel Surcharges
Dollars in Millions 

Dedicated Revenue Growth
Excluding Fuel Surcharges
Dollars in Millions 

2.1%

4.3%

8.2%

3.1%

650

625

600

575

550

525

500

2014

2015

2016

2017

Driver Shortage and ELDs

4.5%

37.1%

89.5%

68.9%

160

120

80

40

0

2014

2015

2016

2017

The  chronic  national  driver  shortage  has  become  acute.
Retirements are cutting into the nation’s core of veteran drivers,
and  the  industry  as  a  whole  is  not  attracting  enough  younger
workers  to  provide  replacements,  let  alone  meet  the  underlying
demand  for  more  capacity.  And  those  who  are  attracted  to  the
challenge  of  driving  in  the  big  leagues  of  over-the-road  trans-
portation today are a different breed, generally far less enamored
with life on the road than their predecessors were.

Marten  has  built  a  distinct  competitive  edge  in  recruiting  and
retention of top drivers, offering industry-leading compensation,
first-class equipment and a network of transportation capabilities
dominated by an attractive range of dedicated, regional and inter-
modal runs that make it possible for drivers to stay closer to home. 

The  ELD  mandate,  which  went  into  effect  in  December  2017,
requires electronic logging of drivers’ hours, eliminating reliance on
traditional  paper  log  books.  Because  electronic  logging  precisely
captures waiting time and other delays in transit, the mandate is
expected to cut into the regulated time available for drivers to be
on the road—further tightening truckload capacity. We also expect
ELDs to level the competitive playing field for all truckload carri-
ers and, most important, to have a positive impact on safety.

Marten is positioned like no other carrier for the ELD era with
our  unique  driver  pay  package  and  unique  business  model.  We
were one of the first carriers to fully implement electronic logging
in  early  2011—more  than  six  years  before  it  was  mandated. To
compensate our drivers for lost driving hours in the transition from
paper logs to ELDs, we introduced a series of mileage and non-
driving time pay increases. We pay our drivers industry leading per
hour compensation for waits at customer docks, inclement weath-
er downtime and road service delays. In short, we compensate our
drivers for their non-driving time like no other carrier in the new
electronic era. 

In  addition  to  leading  the  industry  in  compensation  improve-
ments, we have focused on the creation of better jobs for our driv-
ers—the  best  jobs  in  the  industry  for  the  best  drivers  in  the
industry.  A  major  factor  in  the  creation  of  better  jobs  has  been
Marten’s strategic transition from long-haul carrier to a multifac-

MARTEN TRANSPORT 2017 ANNUAL REPORT

eted business platform offering a network of truck-based trans-
portation  capabilities.  The  regional  build  out  of  our  network
across 15 operating centers nationally has not only addressed cus-
tomer trends toward regional distribution, it has helped fulfill the
desire of many of our drivers for more time at home.

with  smaller  third-party  carriers.  Brokerage  revenue  was  $70.4
million  for  2017,  up  6.0  percent  from  $66.4  million  for  2016.
Brokerage operating income increased 23.3 percent to $5.2 mil-
lion from $4.2 million for 2016. The Brokerage operating ratio
was 92.7 percent for 2017.

Our  regional  centers  have  provided  the  foundation  for  the
development  of  our  diversified  customer  solutions,  enabling
supportive  interaction  across  our  four  distinct  business  plat-
forms—Truckload, Dedicated, Intermodal and Brokerage. 

Truckload—regional  and  over-the-road  fleets  operating  from  15
regional service centers. While cost inflation undercut the improv-
ing freight environment in 2017, key measures of  Truckload pro-
ductivity  were  positive.  Revenue,  net  of  fuel  surcharges,  per
tractor  per  week—a  main  measure  of  asset  productivity—
increased by 2.5 percent from 2016. Miles per tractor improved
slightly. Truckload  revenue  was  $380.2  million  for  2017,  com-
pared with $375.9 million for 2016. Excluding fuel surcharges,
Truckload revenue was $336.6 million for 2017, compared with
$340.0  million  for  2016.  Operating  income  was  $26.3  million
versus  $27.4  million  for  2016.  The  2017  Truckload  operating
ratio was 93.1 percent, and the operating ratio, net of fuel sur-
charges, was 92.2 percent. 

Dedicated—customized  solutions  tailored  to  individual  customers’
requirements utilizing refrigerated trailers, dry vans and other spe-
cialized equipment. Over the past four years, Dedicated revenue,
excluding fuel surcharges, has more than quadrupled. Dedicated
revenue increased to $166.9 million for 2017 from $157.4 million
for  2016.  Excluding  fuel  surcharges,  Dedicated  revenue
improved  4.5  percent  to  $153.7  million  for  2017  from  $147.0
million for 2016. Operating income was $17.1 million, compared
with $19.6 million for 2016. Revenue, net of fuel surcharges, per
tractor per week increased by 1.4 percent from 2016. The 2017
Dedicated  operating  ratio  was  89.8  percent,  and  the  operating
ratio, net of fuel surcharges, was 88.9 percent. In response to con-
tinuing awards of new business, the total number of Dedicated
tractors is projected to grow to more than 1,150 by June 2018.

Intermodal—refrigerated TOFC  (trailer  on  flatcar)  services,  pro-
viding the economies and energy efficiencies of long-haul rail trans-
portation  with  extended  door-to-door  support  from  Marten’s  truck
network. Marten is the largest truckload temperature-controlled
carrier  with  BNSF  Railway  Company.  Intermodal  revenue
increased to $80.6 million for 2017 from $71.5 million for 2016.
Excluding fuel surcharges, Intermodal revenue improved 9.0 per-
cent  to  $70.3  million  for  2017  from  $64.5  million  for  2016.
Operating  income  increased  16.4  percent  to  $8.3  million  from
$7.1 million for 2016. The 2017 Intermodal operating ratio was
89.7 percent, and the operating ratio, net of fuel surcharges, was
88.2 percent. In May, Marten’s Intermodal operation was recog-
nized  as  one  of  the  2016  Carriers  of  the Year  serving  Armada
Supply Chain Solutions LLC, a major provider of supply chain
management services in the food industry.

Brokerage—surge  flexibility  to  supplement  Marten’s  capabilities
through  temperature-controlled  and  dry  van  service  within  the
United  States  and  into  and  out  of  Mexico  through  arrangements

MARTEN TRANSPORT 2017 ANNUAL REPORT

Operating within our Truckload and Brokerage segments, anoth-
er component of Marten’s vision and plan is MRTN de México,
which provides door-to-door Mexican business service with our
Mexican partner carriers. Its 2017 revenue was $64.6 million—
reported as part of our Truckload and Brokerage results. 

We summarize the story of Marten’s multifaceted strategic devel-
opment in three words—stability, growth and evolution. 

•   Stability in financial strength, reliably superior customer serv-
ice and the talent and teamwork of the people who are Marten.

•   Growth in financial performance, customer diversity and geo-

graphical reach.

•   Evolution from long-haul carrier to an expanding network of
transportation  capabilities  aimed  at  providing  the  best,  most
efficient services for Marten customers.

In  recognition  of Marten’s  continuing  financial  stability,  the
Board  of  Directors  declared  a  five-for-three  stock  split  of  the
company’s common stock in the form of a 662⁄3 percent stock div-
idend in the second quarter of 2017. Holders of the stock received
an additional two-thirds share for each outstanding share of com-
mon stock held. Marten improved its balance sheet position with
$15.8 million in cash at the end of 2017 from $7.9 million in debt
at the beginning of the year.

We expect to further capitalize on profitable growth opportuni-
ties with our diversified platform, cost control emphasis, mod-
ern fleet, strong balance sheet and the continuing smart, hard
work of our people. More than anything else, our financial per-
formance in 2017 was the product of the talent and teamwork
of the people of Marten. As Apple co-founder Steve Jobs once
observed, “Great things in business are never done by one per-
son. They’re done by a team of people.” That describes Marten
Transport.

Sincerely,

Randolph L. Marten
Chairman of the Board 
and Chief Executive Officer 

February 27, 2018

This  Annual  Report,  including  the  Stockholders  and  Employees  Letter  above,
contains  forward-looking  statements.  Written  words  such  as  “may,”  “expect,”
“believe,” “anticipate,” “plan,” “goal,” or “estimate,” or other variations of these or
similar words, identify such statements. Our actual results may differ materially
from  those  expressed  in  such  forward-looking  statements  because  of  important
factors known to us that could cause such material differences including those noted
in the attached Form 10-K under the heading “Risk Factors.” 

Corporate Information

Corporate Headquarters

129 Marten Street
Mondovi, Wisconsin 54755
Telephone: (715) 926-4216
Fax: (715) 926-4530
www.marten.com

Stockholder Information

Additional copies of our 2017 Annual Report on Form 10-K
as filed with the Securities and Exchange Commission are
available by writing to James J. Hinnendael, executive vice
president and chief financial officer, at our corporate
headquarters.

Annual Meeting

Stockholders, employees and friends may attend our annual
meeting on Tuesday, May 8, 2018, at 2:00 p.m. at the Roger
Marten Community Center, 120 South Franklin Street,
Mondovi, Wisconsin.

Stock Listing

NASDAQ Global Select Market symbol: MRTN

Legal Counsel

Fox Rothschild LLP 
Campbell Mithun Tower – Suite 2000 
222 South Ninth Street 
Minneapolis, Minnesota 55402 

Independent Registered Public Accounting Firm

Grant Thornton LLP
200 South Sixth Street, Suite 1400 
Minneapolis, Minnesota 55402 

Transfer Agent and Registrar

Computershare Shareowner Services 

Stockholder correspondence mailing address: 
P.O. Box 505000 
Louisville, Kentucky 40233 

Overnight correspondence address: 
462 South 4th Street, Suite 1600
Louisville, Kentucky 40202 

Telephone: (866) 637-5412 
TDD: (800) 231-5469 
Foreign: (201) 680-6578 
www.computershare.com/investor 

Stockholder online inquiries: 
www-us.computershare.com/investor/contact 

Direct communications about stock certificates or a change
of address to Computershare Shareowner Services.

MARTEN TRANSPORT 2017 ANNUAL REPORT

Executive Officers and Directors

Randolph L. Marten

Chairman of the Board, 

Chief Executive Officer and Director

Timothy M. Kohl

President

Timothy P. Nash

Executive Vice President of Sales and Marketing

James J. Hinnendael

Executive Vice President and Chief Financial Officer 

John H. Turner

Senior Vice President of Sales

Thomas A. Letscher

Secretary

Partner, Fox Rothschild LLP 

Minneapolis, Minnesota

Larry B. Hagness

Director

Chief Executive Officer, Durand Builders Service, Inc.

Durand, Wisconsin

Thomas J. Winkel

Director

Management Consultant

Pewaukee, Wisconsin

Jerry M. Bauer

Director

Chairman of the Board and Chief Executive Officer, 
Bauer Built, Inc. 

Durand, Wisconsin 

Robert L. Demorest

Director

Business Consultant and former President, Chief Executive
Officer and Chairman of the Board,

MOCON, Inc.

Minneapolis, Minnesota

G. Larry Owens

Director

Retired Chairman of the Board, Chief Executive Officer, 

President and Secretary, 

Smithway Motor Xpress Corp.

Milford, Iowa 

Ronald R. Booth

Director

Retired Partner

KPMG LLP

Dellwood, Minnesota 

The 2017 Annual Report is printed on recycled paper.

MARTEN TRANSPORT 2017 ANNUAL REPORT

MARTEN TRANSPORT, LTD. 129 MARTEN STREET   MONDOVI, WISCONSIN 54755   TELEPHONE: (715) 926-4216   FAX: (715) 926-4530   www.marten.com