Quarterlytics / Industrials / Trucking / Marten Transport, Ltd. / FY2018 Annual Report

Marten Transport, Ltd.
Annual Report 2018

MRTN · NASDAQ Industrials
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Ticker MRTN
Exchange NASDAQ
Sector Industrials
Industry Trucking
Employees 3776
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FY2018 Annual Report · Marten Transport, Ltd.
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MARTEN TRANSPORT, LTD. 

2018 Annual Report

Who We Are

Marten  Transport,  Ltd.,  with  headquarters  in  Mondovi, 
Wisconsin,  strives  to  be  the  premier  supplier  of  time  and  tem-
perature-sensitive and dry transportation and distribution services 
to customers in the United States, Canada and Mexico. We have 
strategically transitioned from a long-haul carrier to a multifaceted 
business offering a network of truck-based transportation capabil-
ities  across  our  five  distinct  business  platforms—Truckload, 
Dedicated, Intermodal, Brokerage and MRTN de México. We 
will accomplish our mission by exceeding the expectations of our 
customers,  employees,  stockholders  and  society.  We  serve  cus-

tomers 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 1,600 
dry vans operating as of December 31, 2018.

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,  2018,  we 
employed  3,589  people,  including  drivers,  office  personnel  and 
mechanics. 

Five-Year Financial Summary

(Dollars in thousands, except per share amounts) 

2018 

2017 

Years ended December 31, 
2016 

2015 

FOR THE YEAR

Operating revenue  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   $ 787,594 
  70,348 
Operating income  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  
  55,027 
Net income  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  
Net income – excluding 2017 deferred income taxes benefit(1)  .  
  55,027 
Operating ratio(2)    . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  

91.1% 

$ 698,120 
  56,862 
  90,284 
  33,819 

$ 671,144 
  58,303 
  33,464 
  33,464 

$ 664,994 
  61,063 
  35,745 
  35,745 

91.9% 

91.3% 

90.8% 

92.4% 

2014

$ 672,929 
  51,006 
  29,834
  29,834 

PER-SHARE DATA(3) 

Basic earnings per common share . . . . . . . . . . . . . . . . . . . . . .   $ 
Basic earnings per common share – excluding 2017 deferred  
    income taxes benefit(1)  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  
Diluted earnings per common share . . . . . . . . . . . . . . . . . . . .  
Diluted earnings per common share – excluding 2017   
    deferred income taxes benefit(1). . . . . . . . . . . . . . . . . . . . . . .  
Dividends declared per common share  . . . . . . . . . . . . . . . . . .  
Book value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  

1.01 

$ 

1.66 

$ 

0.62 

$ 

0.64 

$ 

0.54 

1.01 
1.00 

1.00 
0.10 
10.57 

0.62 
1.65 

0.62 
0.08 
9.64 

0.62 
0.61 

0.61 
0.06 
8.04 

0.64 
0.64 

0.64 
0.06 
7.50 

0.54 
0.53 

0.53 
0.06 
6.96 

AT YEAR END
Total assets(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   $ 753,904 
Long-term debt  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  
– 
  575,954 
Stockholders’ equity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  

$ 690,403 
– 
  525,500 

$ 653,748 
7,886 
  437,338 

$ 631,528 
  37,867 
  409,421 

$ 576,461 
  24,373 
  387,926 

(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 on our federal net deferred tax liability 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, 2014 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 amount for December 31, 2014 has 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.

Note:  We account for our revenue in accordance with FASB ASC 606, which we adopted on January 1, 2018 using the modified retrospective method.  

Prior years have not been restated and continue to be reported under the accounting standards in effect for those periods.  

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
To Our Stockholders and Employees

By  actively  reshaping  itself  to  fit  a  constantly  changing  and 
expanding marketplace, Marten Transport has evolved from a 
long-haul refrigerated carrier into a growing network of truck-
based transportation capabilities. The impact of this continuing 
transition is reflected clearly in our 2018 results:

improved to 91.1 percent for 2018 from 91.9 percent for 2017. 
Our  operating  ratio,  net  of  fuel  surcharges,  improved  to  89.7 
percent for 2018 from 91.0 percent for 2017. 

A  summary  of  our  operating  results  in  2018  compared  with 
2017 follows.

•   Marten’s operating revenue and operating income were the 
highest for any year in the company’s history, up by 12.8 
percent and 23.7 percent, respectively, from 2017.

•   The three reporting segments that have led the diversifi-
cation and expansion of Marten’s capabilities—Dedicated, 
Intermodal and Brokerage—generated more than 50 per-
cent of the company’s operating income in 2018, up from 
slightly less than 25 percent five years ago.

•   Marten’s  operating  ratio,  net  of  fuel  surcharges,  was  the 

best in 13 years.

In a performance analysis entitled “Marten Transport Delivers 
the  Goods,”  the  TCA  Truckload  Indexes  newsletter  recently 
offered this commentary on Marten’s standing within the group 
of  mostly  larger  publicly-traded  trucking  companies  that  the 
publication  follows  closely:  “Quarter-over-quarter,  year-over-
year,  Marten  Transport  (NASDAQ:  MRTN)  has  delivered 
consistent, top quartile results. Key word is consistent. When 
compared  to  many  of  the  others,  you  don’t  see  very  many 
blips  in  operating  expenses  or  legal  exposures  that  may  cause 
multi-period  hangovers  for  others…Their  earnings  releases 
and  SEC  filings  point  to  a  very  disciplined  operating  team…
Marten has hung with, and bettered the performance of many 
of the big dogs.”

Consistent. Disciplined. Those are words we’re pleased to see in 
a respected independent assessment, because they are what we 
strive for at Marten—consistent profitable growth, regardless of 
the  economic  environment;  disciplined  execution  of  our  mul-
tifaceted business model across Marten’s entire organization.  

2018 Financial Results

For 2018, net income was $55.0 million, or $1.00 per diluted 
share. For 2017, which included a deferred income taxes ben-
efit  of  $56.5  million  related  to  the  Tax  Cuts  and  Jobs  Act  of 
2017, net income was $90.3 million, or $1.65 per diluted share. 
Excluding the deferred income taxes benefit from the compar-
ison,  net  income  for  2018  improved  62.7  percent  from  $33.8 
million, or 62 cents per diluted share, for 2017.

Operating  revenue  improved  12.8  percent  to  a  record  $787.6 
million for 2018 from $698.1 million for 2017. Excluding fuel 
surcharges,  2018  operating  revenue  improved  8.0  percent  to 
$681.4  million  from  $631.0  million  for  2017.  Fuel  surcharge 
revenue  increased  to  $106.2  million  from  $67.1  million  for 
2017.  

Operating  income  improved  23.7  percent  to  a  record  $70.3 
million  for  2018  from  $56.9  million  for  2017.  Our  operating 
ratio (operating expenses as a percentage of operating revenue) 

(Dollars in thousands,  
except share information) 

Operating revenue 

Operating income 

Net income (excluding 2017
deferred income taxes benefit) 

Diluted earnings per common
share (excluding 2017 deferred 
income taxes benefit) 

Year Ended Dec. 31, 
2017 
2018 

Percentage 
Change
Year Ended
Dec. 31,
 2018 vs. 2017

$787,594  $698,120 

12.8%

$  70,348  $  56,862 

23.7%

$  55,027  $  33,819 

62.7%

$      1.00  $     0.62 

61.8%

A Growing Network

Marten’s strategic vision has produced a growing transportation 
network designed to provide the best, most-efficient service for 
our customers across five distinct business platforms.

Truckload—regional  and  over-the-road  fleets  operating  from  15 
regional service centers, including dry van operations out of Kansas 
City,  Atlanta  and  Phoenix  facilities.  While  Truckload  revenue 
was  down  1.3  percent  for  2018,  operating  income  increased 
by 33.2 percent to $35.1 million from $26.3 million for 2017. 
Average revenue, net of fuel surcharges, per tractor per week—a 
main  measure  of  Truckload  asset  productivity—improved  by 
9.1 percent from 2017. Truckload revenue was $375.3 million 
for  2018,  compared  with  $380.2  million  for  2017.  Excluding 
fuel  surcharges,  Truckload  revenue  was  $322.3  million,  com-
pared with $336.6 million for 2017. The 2018 Truckload oper-
ating ratio was 90.7 percent, and the operating ratio, net of fuel 
surcharges, was 89.1 percent. 

Dedicated—customized  solutions  tailored  to  individual  customers’ 
requirements  utilizing  refrigerated  trailers,  dry  vans  and  other 
specialized equipment. Dedicated revenue has more than tripled 
over  the  past  four  years.  It  increased  34.1  percent  to  $223.9 
million for 2018 from $166.9 million for 2017. Excluding fuel 
surcharges, Dedicated revenue improved 21.8 percent to $187.1 
million  from  $153.7  million  for  2017.  Operating  income  was 
$18.6  million,  up  8.9  percent  from  $17.1  million  for  2017. 
The 2018 Dedicated operating ratio was 91.7 percent, and the 
operating  ratio,  net  of  fuel  surcharges,  was  90.1  percent.  The 
average  number  of  tractors  in  service  grew  to  1,088  from  847 
tractors in 2017.  

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. Intermodal revenue improved 26.5 percent to $102.0 

MARTEN TRANSPORT 2018 ANNUAL REPORT

 
 
 
million for 2018 from $80.6 million for 2017. Excluding fuel 
surcharges,  Intermodal  revenue  improved  21.8  percent  to 
$85.6 million from $70.3 million for 2017. Operating income 
increased 34.3 percent to $11.2 million from $8.3 million for 
2017. The 2018 Intermodal operating ratio was 89.1 percent, 
and the operating ratio, net of fuel surcharges, was 87.0 percent.  

Brokerage—surge  flexibility  to  supplement  Marten’s  capabilities 
through  temperature-controlled  and  dry  van  services  provided  by 
smaller  third-party  carriers.  Brokerage  revenue  improved  22.7 
percent to $86.4 million for 2018 from $70.4 million for 2017. 
Brokerage operating income increased 7.4 percent to $5.5 mil-
lion from $5.2 million for 2017. The Brokerage operating ratio 
was 93.6 percent for 2018.

Operating  within  our  Truckload  and  Brokerage  segments, 
another 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 2018 revenue was $69.2 
million—reported  as  part  of  our  Truckload  and  Brokerage 
results.  

Transformation

In the words of John P. Kotter, the Harvard professor emeritus 
widely  recognized  for  his  ground-breaking  work  on  business 
leadership  and  change,  “Transformation  is  a  process,  not  an 
event.” That’s exactly the case at Marten. We are continuing to 
build  and  transform  Marten  for  new  markets,  new  customers 
and  a  changing  driver  population  in  the  Electronic  Logging 
Device (ELD) era.

The  industry-wide  driver  shortage  continues  to  be  a  critical 
problem,  still  reflected  in  tight  shipping  capacity  nationally. 
While no trucking company is immune, Marten continues to 
enjoy a distinct competitive edge in recruiting and retaining top 
drivers—exclusively experienced drivers. It is an advantage that 
helped give us the driver resources to capitalize on the strength-
ened freight environment and improved shipping rates driven 
by tighter capacity throughout much of 2018.  

Marten  has  focused  on  making  itself  the  best  carrier  in  the 
industry for drivers to work for—the best jobs for the best driv-
ers. That’s meant leading the way on driver pay, route options, 
health  coverage,  safety  and  technology.  We  were  one  of  the 
first companies to fully implement electronic logging – and the 
very first to introduce meaningful ways to compensate drivers 
for  down  time  that  electronic  logging  does  not  allow  to  be 
later recovered. That includes waits at customer docks, weather 
problems and road service delays. Our safety and driver-health 
measures  are  unquestionably  setting  the  pace  for  the  indus-
try.  Examples:  We  compensate  our  drivers  for  pulling  off  in 
inclement weather. We provide a fully-paid sleep apnea testing 
and equipment program and a fully-paid annual physical begin-
ning at age 60, including a stress test and EKG. The equipment 
we provide is the safest available, with automatic transmissions, 
grill  guards,  radar-based  collision  avoidance  systems  and  lane 
departure systems.

MARTEN TRANSPORT 2018 ANNUAL REPORT

Difference Makers

The  building  of  a  multifaceted  business  brings  together  mul-
tiple ingredients. Among those that have made the difference 
at Marten:

•  Our  regional  platform—15  regional  operating  centers 
across  the  nation,  addressing  customer  trends  toward 
regional  distribution  and  enabling  supportive  interaction 
across our five individual business platforms.

•   A  freight  diversity  and  density  focus  that  is  measurably 
increasing  productivity  and  resulting  in  more  attractive 
driver jobs.

•   Customer  collaboration  for  win-win  productive  and 

cost-efficient industry leading service.

•   Our in-house, industry leading and continuously changing 
technology  system—a  proprietary  competitive  advantage 
that provides the real-time visible information needed to 
quickly  make  data-driven  decisions  for  improved  supply 
chain productivity. 

Finally, and most importantly, we are building and diversifying 
our business with the talent and teamwork of Marten’s disci-
plined  workforce—dedicated  and  experienced  people  consis-
tently managing and improving our processes. The emphasis on 
continuous improvement is part of our culture. Marten people 
focus  daily  on  cost  and  productivity  improvement—on  doing 
their best to exceed the expectations of our customers.

Marten’s people have built a strong, growing and increasingly 
profitable  business  platform  for  now  and  the  future  based  on 
our five distinct business platforms. Capacity is still tight with 
a  driver  shortage  that  will  continue  to  be  a  challenge  and  yet 
an opportunity for Marten in 2019 and beyond with the new 
generation of drivers and the ELD era. We expect to produce 
continued organic growth across all five of our operating plat-
forms in 2019, with increasing compensation for our premium 
services,  additional  freight  with  existing  and  new  customers, 
our  emphasis  on  operating  efficiencies  and  cost  controls,  and 
our modern fleet and strong balance sheet.

Sincerely,

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

February 18, 2019

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 2018 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 7, 2019, at 3:00 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 2018 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 Retired 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 2018 Annual Report is printed on recycled paper.

MARTEN TRANSPORT 2018 ANNUAL REPORT

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