Yellow Corporation (YELLQ)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Yellow Corporation (YELLQ) with AI Score 44/100 (Weak). Yellow Corporation, formerly a major player in North American transportation, is currently undergoing Chapter 11 reorganization. Market cap: 0, Sector: Industrials.
Last analyzed: Mar 16, 2026Yellow Corporation (YELLQ) Industrial Operations Profile
Yellow Corporation, formerly a significant transportation provider specializing in LTL shipments and supply chain solutions across North America, is currently navigating Chapter 11 reorganization. The company, founded in 1924, faced financial distress leading to its bankruptcy filing in August 2023, impacting its operations and market position within the competitive trucking industry.
Investment Thesis
Yellow Corporation's current investment thesis is highly speculative given its Chapter 11 bankruptcy filing in August 2023. The company's future is uncertain, and any potential value recovery for shareholders is contingent on the reorganization plan approved by the bankruptcy court. Key factors to consider include the liquidation value of its assets, the claims of secured creditors, and the potential for a successful restructuring. The company's last reported financials indicated a profit margin of 0.4% and a gross margin of 8.9%. Investors should carefully assess the risks associated with investing in a bankrupt entity.
Based on FMP financials and quantitative analysis
Key Highlights
- Market capitalization of $0.02 billion, reflecting its distressed state.
- P/E ratio of 0.82, which may not be meaningful given the company's bankruptcy.
- Profit margin of 0.4%, indicating low profitability prior to bankruptcy.
- Gross margin of 8.9%, reflecting the competitive pressures in the trucking industry.
- Beta of 1.40, suggesting higher volatility compared to the market.
Competitors & Peers
Strengths
- Established presence in the North American transportation market (prior to bankruptcy).
- Experience in providing LTL and supply chain solutions (prior to bankruptcy).
- Large fleet of tractors and trailers (prior to bankruptcy).
Weaknesses
- Chapter 11 bankruptcy filing.
- Financial distress and uncertainty.
- Operational disruptions.
Catalysts
- Ongoing: Bankruptcy proceedings and potential restructuring plan.
- Ongoing: Asset sales and monetization efforts.
- Ongoing: Negotiations with creditors and stakeholders.
Risks
- Ongoing: Chapter 11 bankruptcy and potential liquidation.
- Potential: Loss of investment due to bankruptcy proceedings.
- Potential: Limited or no recovery for shareholders.
- Potential: Delisting from the OTC market.
- Potential: Economic downturn impacting the transportation industry.
Growth Opportunities
- Asset Monetization: Yellow Corporation may explore opportunities to monetize its assets, including its fleet of tractors and trailers, to generate cash during the bankruptcy process. The value realized from these sales will depend on market conditions and the demand for used transportation equipment. Timeline: Ongoing during the Chapter 11 proceedings.
- Restructuring Plan: The development and approval of a viable restructuring plan could provide a pathway for Yellow Corporation to emerge from bankruptcy. This plan may involve debt restructuring, operational improvements, and strategic partnerships. The success of the plan will depend on negotiations with creditors and the bankruptcy court. Timeline: Dependent on the Chapter 11 process.
- Strategic Acquisitions: Yellow Corporation's assets could be acquired by other transportation companies seeking to expand their operations or market presence. Potential acquirers may include competitors or private equity firms. The terms of any acquisition would be subject to bankruptcy court approval. Timeline: Uncertain, dependent on market interest.
- Operational Efficiencies: Implementing operational efficiencies and cost-cutting measures could improve Yellow Corporation's financial performance. This may involve streamlining processes, reducing overhead, and optimizing resource allocation. However, these efforts may be limited by the company's current financial distress. Timeline: Limited potential during bankruptcy.
- Labor Negotiations: Negotiating favorable labor agreements with its workforce could reduce Yellow Corporation's operating expenses. This may involve wage concessions, benefit modifications, and changes to work rules. The outcome of these negotiations will depend on the company's relationship with its unions. Timeline: Uncertain, dependent on labor relations.
Opportunities
- Restructuring and reorganization.
- Asset monetization.
- Potential acquisition by another company.
Threats
- Economic downturn.
- Increased competition in the trucking industry.
- Fluctuating fuel costs.
- Unfavorable labor agreements.
Competitive Advantages
- Extensive network of transportation infrastructure (prior to bankruptcy).
- Established relationships with customers in various industries (prior to bankruptcy).
- Experience in providing specialized transportation services (prior to bankruptcy).
About YELLQ
Founded in 1924, Yellow Corporation, formerly known as YRC Worldwide Inc., evolved into a prominent transportation provider in North America. The company specialized in less-than-truckload (LTL) shipments, offering supply chain solutions for industrial, commercial, and retail goods. Yellow provided customer-specific logistics solutions, including truckload, residential, and warehouse services, catering to diverse sectors such as apparel, appliances, automotive, and food. Their services included expedited delivery, cross-border transport, and reverse logistics. As of December 31, 2022, Yellow operated a substantial fleet of approximately 12,700 tractors and 42,000 trailers. Headquartered in Nashville, Tennessee, Yellow faced increasing financial challenges, culminating in a voluntary Chapter 11 bankruptcy filing on August 6, 2023, which significantly disrupted its operations and future prospects. The bankruptcy proceedings are currently underway in the U.S. Bankruptcy Court for the District of Delaware.
What They Do
- Provides less-than-truckload (LTL) shipments.
- Offers supply chain solutions for various industries.
- Provides customer-specific logistics solutions.
- Offers truckload, residential, and warehouse solutions.
- Provides expedited and time-specific delivery services.
- Offers cross-border and exhibit shipment services.
- Provides product return and government material shipment services.
- Offers consolidation and distribution, reverse logistics, and residential white glove services.
Business Model
- Generates revenue through transportation services.
- Provides logistics and supply chain solutions to businesses.
- Offers specialized services such as expedited delivery and cross-border transport.
Industry Context
Yellow Corporation operated within the highly competitive trucking industry, which is characterized by fluctuating fuel costs, regulatory changes, and economic cycles. The industry includes major players offering LTL and truckload services. Yellow's bankruptcy reflects the challenges faced by companies in this sector, including rising costs and intense competition. The market is influenced by factors such as e-commerce growth, supply chain disruptions, and infrastructure development. Competitors like ABLT, BLIS, CUBXF, EAATF, and ECEZ operate in similar segments, vying for market share in transportation and logistics.
Key Customers
- Industrial businesses requiring transportation of goods.
- Commercial businesses needing supply chain solutions.
- Retail businesses requiring logistics services.
Financials
Chart & Info
Yellow Corporation (YELLQ) stock price: Price data unavailable
Latest News
No recent news available for YELLQ.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for YELLQ.
Price Targets
Wall Street price target analysis for YELLQ.
MoonshotScore
What does this score mean?
The MoonshotScore rates YELLQ's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Darren D. Hawkins
Chief Executive Officer
Darren D. Hawkins served as the Chief Executive Officer of Yellow Corporation, managing a workforce of approximately 30,000 employees. His career history includes extensive experience in the transportation and logistics industry. He has held various leadership positions within Yellow Corporation, contributing to the company's strategic direction and operational management. His expertise spans areas such as supply chain optimization, customer relationship management, and financial performance. He is responsible for overseeing the company's overall performance and driving its growth initiatives.
Track Record: Under Darren D. Hawkins' leadership, Yellow Corporation navigated significant challenges in the transportation industry. Key achievements include implementing operational improvements and cost-cutting measures. However, the company ultimately faced financial difficulties, leading to its Chapter 11 bankruptcy filing. His strategic decisions aimed to enhance the company's competitiveness and profitability, but were insufficient to overcome the industry's headwinds and the company's debt burden.
YELLQ OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Yellow Corporation (YELLQ) does not meet the minimum financial standards or reporting requirements for the higher tiers like OTCQX or OTCQB. Companies in this tier may be distressed, bankrupt, or have limited information available to investors. Unlike NYSE or NASDAQ-listed companies, OTC Other firms often have minimal regulatory oversight, leading to increased risks for investors due to potential lack of transparency and financial stability.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited or no financial disclosure.
- High risk of fraud or manipulation.
- Potential for delisting or trading suspension.
- Significant price volatility.
- Bankruptcy proceedings and uncertain future.
- Verify the company's legal status and registration.
- Attempt to obtain any available financial reports.
- Assess the company's assets and liabilities in bankruptcy court filings.
- Research the background of the company's management and directors.
- Understand the terms of the Chapter 11 reorganization plan.
- Consult with a financial advisor before investing.
- Be prepared to lose your entire investment.
- Prior history as a publicly traded company on a major exchange (NYSE).
- Existence of a management team and board of directors.
- Bankruptcy court oversight of the reorganization process.
What Investors Ask About Yellow Corporation (YELLQ)
What does Yellow Corporation do?
Yellow Corporation, prior to its bankruptcy filing, operated as a transportation and logistics company, specializing in less-than-truckload (LTL) shipments across North America. The company provided supply chain solutions to a diverse range of industries, including retail, commercial, and industrial sectors. Yellow offered services such as expedited delivery, cross-border transport, and reverse logistics, utilizing a large fleet of tractors and trailers. Currently, the company is undergoing Chapter 11 reorganization, and its future operations are uncertain.
What do analysts say about YELLQ stock?
Given Yellow Corporation's Chapter 11 bankruptcy filing, formal analyst coverage is likely limited. Key valuation metrics such as P/E ratio and market capitalization may not be meaningful indicators of future performance. Investors should focus on the bankruptcy proceedings, asset valuation, and potential restructuring plans to assess any potential value recovery. The stock is highly speculative, and investors should carefully consider the risks involved before investing.
What are the main risks for YELLQ?
The primary risk for Yellow Corporation is its ongoing Chapter 11 bankruptcy proceedings, which could result in liquidation and a complete loss of investment for shareholders. Other risks include the potential for delisting from the OTC market, limited or no recovery for shareholders, and the impact of economic conditions on the transportation industry. Investors should be aware of the high level of uncertainty and potential for significant losses.
What are the key factors to evaluate for YELLQ?
Yellow Corporation (YELLQ) currently holds an AI score of 44/100, indicating low score. Key strength: Established presence in the North American transportation market (prior to bankruptcy).. Primary risk to monitor: Ongoing: Chapter 11 bankruptcy and potential liquidation.. This is not financial advice.
How frequently does YELLQ data refresh on this page?
YELLQ prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven YELLQ's recent stock price performance?
Recent price movement in Yellow Corporation (YELLQ) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Established presence in the North American transportation market (prior to bankruptcy).. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider YELLQ overvalued or undervalued right now?
Determining whether Yellow Corporation (YELLQ) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying YELLQ?
Before investing in Yellow Corporation (YELLQ), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on publicly available data and may be subject to change.
- The company is currently undergoing Chapter 11 bankruptcy proceedings.
- Investment in YELLQ is highly speculative and carries significant risk.