Yellow Corporation has one of the largest, most comprehensive logistics and less-than-truckload (LTL) networks in North America with local, regional, national, and international capabilities. Through our teams of experienced service professionals, Yellow Corporation offers industry-leading expertise in flexible supply chain solutions, ensuring customers can ship industrial, commercial, and retail goods with confidence. Yellow Corporation, headquartered in Overland Park, Kan., is the holding company for a portfolio of LTL brands including Holland, New Penn, Reddaway, and YRC Freight, as well as the logistics company HNRY Logistics.
Company profile
Ticker
YELL
Exchange
Website
CEO
Darren Hawkins
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
YELLOW ROADWAY CORP, YRC WORLDWIDE INC, YRC Worldwide Inc.
SEC CIK
Corporate docs
Subsidiaries
1105481 Ontario, Inc. • Express Lane Service, Inc. • New Penn Motor Express LLC • OPK Insurance Co. Ltd. • Roadway LLC • Roadway Next Day Corporation • YRC Inc. • Reimer Holding B.V. • YRC Freight Canada Company • YRC Transportation, S.A. de C.V. ...
IRS number
480948788
YELL stock data
Latest filings (excl ownership)
10-K/A
2022 FY
Annual report (amended)
16 Mar 23
8-K
Yellow Corporation Provides Quarter-To-Date Operating Data for First Quarter 2023
9 Mar 23
10-K
2022 FY
Annual report
9 Feb 23
8-K
Yellow Corporation Reports Fourth Quarter and Full Year 2022 Results
9 Feb 23
8-K
Departure of Directors or Certain Officers
23 Jan 23
8-K
Departure of Directors or Certain Officers
13 Dec 22
8-K
Yellow Corporation Provides Quarter-To-Date Operating Data for Fourth Quarter 2022
9 Dec 22
8-K
Regulation FD Disclosure
15 Nov 22
10-Q
2022 Q3
Quarterly report
2 Nov 22
8-K
Yellow Corporation Reports Third Quarter 2022 Results
2 Nov 22
Transcripts
YELL
Earnings call transcript
2022 Q4
9 Feb 23
YELL
Earnings call transcript
2022 Q3
3 Nov 22
YELL
Earnings call transcript
2022 Q2
4 Aug 22
YELL
Earnings call transcript
2022 Q1
11 May 22
YELL
Earnings call transcript
2021 Q4
3 Feb 22
YELL
Earnings call transcript
2021 Q3
4 Nov 21
YELL
Earnings call transcript
2021 Q2
5 Aug 21
YELL
Earnings call transcript
2021 Q1
6 May 21
YELL
Earnings call transcript
2020 Q4
5 Feb 21
YELL
Earnings call transcript
2020 Q3
3 Nov 20
Latest ownership filings
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 239.00 mm | 239.00 mm | 239.00 mm | 239.00 mm | 239.00 mm | 239.00 mm |
| Cash burn (monthly) | 17.73 mm | 6.32 mm | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | 51.90 mm | 18.49 mm | n/a | n/a | n/a | n/a |
| Cash remaining | 187.10 mm | 220.51 mm | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 10.6 | 34.9 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2022
| 13F holders | Current |
|---|---|
| Total holders | 80 |
| Opened positions | 14 |
| Closed positions | 25 |
| Increased positions | 25 |
| Reduced positions | 26 |
| 13F shares | Current |
|---|---|
| Total value | 47.68 bn |
| Total shares | 20.09 mm |
| Total puts | 219.30 k |
| Total calls | 276.40 k |
| Total put/call ratio | 0.8 |
| Largest owners | Shares | Value |
|---|---|---|
| D. E. Shaw & Co. | 2.52 mm | $6.31 bn |
| Vanguard | 2.28 mm | $5.72 bn |
| Marshall Wace | 1.84 mm | $4.62 bn |
| Millennium Management | 1.31 mm | $3.29 bn |
| HighTower Advisors | 1.18 mm | $2.97 bn |
| Two Sigma Advisers | 984.40 k | $2.47 bn |
| Elm Ridge Management | 979.24 k | $2.46 bn |
| Charles Schwab Investment Management | 929.72 k | $2.33 bn |
| Two Sigma Investments | 916.41 k | $2.30 bn |
| Kennedy Capital Management | 659.46 k | $1.66 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 2 Mar 23 | Annlea Rumfola | Common Stock | Payment of exercise | Dispose F | No | No | 3.11 | 6,265 | 19.48 k | 78,321 |
| 2 Mar 23 | Jason William Bergman | Common Stock | Payment of exercise | Dispose F | No | No | 2.428 | 17,668 | 42.90 k | 48,567 |
| 2 Mar 23 | Darren Hawkins | Common Stock | Payment of exercise | Dispose F | No | No | 2.428 | 46,567 | 113.06 k | 381,284 |
| 2 Mar 23 | Leah K. Dawson | Common Stock | Payment of exercise | Dispose F | No | No | 3.11 | 5,732 | 17.83 k | 203,794 |
| 2 Mar 23 | Darrel Harris | Common Stock | Payment of exercise | Dispose F | No | No | 3.11 | 14,110 | 43.88 k | 450,417 |
| 1 Mar 23 | Leah K. Dawson | Common Stock | Payment of exercise | Dispose F | No | No | 2.42 | 8,873 | 21.47 k | 209,526 |
| 1 Mar 23 | Darrel Harris | Common Stock | Payment of exercise | Dispose F | No | No | 2.42 | 10,756 | 26.03 k | 464,527 |
Press releases
Yellow Corporation Calls on International Brotherhood of Teamsters to Allow Union Employees to Vote
24 Mar 23
Yellow Corporation Provides Quarter-To-Date Operating Data for First Quarter 2023
9 Mar 23
Yellow Corporation Recognizes Its 2022 Million Mile Drivers
22 Feb 23
Yellow Corporation Reports Fourth Quarter and Full Year 2022 Results
9 Feb 23
Yellow Corporation Schedules Fourth Quarter and Full Year 2022 Earnings Conference Call
26 Jan 23