Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Achieved the first year-over-year increase in revenue per pound since becoming a public company, driven by disciplined pricing execution and improved customer segmentation.
Intentionally reduced volume by 4.5% to exit low-quality, unprofitable business, specifically targeting accounts with revenue per pound significantly below the company's operating cost. Improved plant productivity by 9% year-over-year through the application of a consistent operational playbook across the network, leading to lower cost of services. Identified significant performance variability across the network, with top-performing quadrants already achieving industry-leading margins while lower-performing quadrants weigh on results.
Transitioned from broad playbook application to a customized, market-specific approach designed to harmonize asset performance and close the gap between the strongest and weakest markets. Established a rewards-based culture by accruing for management incentive bonuses for the first time, aligning organizational compensation with strategic performance standards. Raised full-year free cash flow guidance to $160 million - $170 million, reflecting improved working capital management and disciplined balance sheet execution.
Plans to return to volume growth in fiscal 2027 by addressing field sales underperformance and expanding the Market Development Representative program. Earmarked approximately 70% of plant investments for the bottom two performance quadrants to stabilize service levels and unlock latent margin potential. Expects to realize $10 million in annualized cost savings starting in fiscal 2027 from a new third-party agreement to streamline corporate support and back-office functions.
Anticipates fiscal 2026 adjusted EBITDA in the range of $310 million to $315 million, implying a fourth-quarter range of $84 million to $89 million. Entered an outsourced service agreement for corporate support functions in finance, IT, and customer service to enhance organizational flexibility and lower the cost structure. Actively marketing 11 non-operating properties with an estimated value of $15 million as part of a broader strategy to monetize assets and reduce debt.
Management noted that while most growth drivers are performing well, the 'field' segment remains a primary area requiring strategic correction and leadership focus. Acknowledged potential impacts from industry consolidation and indicated readiness to optimize the network configuration in response to shifting competitive dynamics. Nvidia-level potential. 30M+ investors trust Moby to find it first.
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