Board Pack

Monthly

PDF-style monthly narrative for owners, lenders, and the board.

Confidential board packet

Board Pack

Monthly narrative on OR 96.8%, CPM $2.28, service, safety, and capital watch.

Board / Owners / LendersmonthlyAs of 2026-07-23

Board KPIs

OR, CPM, EBITDA margin proxy, OTD, crash rate, turnover

Operating ratio

96.8%

CPM

$2.28

OTD

94.2%

Crash / M mi

0.65

Utilization

81%

Empty %

18.4%

OR & CPM bridges

Month-over-month operating ratio and cost-per-mile bridges

Executive narrative

Horizon Freight closed July with OR at 96.8% and CPM at $2.28. Rate/mix and accessorial capture improved the bridge; fuel card duplicates temporarily overstated fuel CPM ~1.8¢. Recommend approving the Fuel ETL dedupe and clearing T-1042 predictive WO before the next board check-in.

Risks & decisions

Capital, insurance, customer concentration, data trust items

  • Fuel ETL duplicates — trust badge yellow until dedupe ships
  • T-1042 second road call — predictive WO ready
  • Customer concentration: top 5 = 41% of YTD revenue

Decisions this month

Approve / defer / investigate list for the board packet

  • DecideApprove Tires inspect + align on T-1061 (45% · 21d)
  • DecideApprove Cooling inspect + rebuild on T-1063 (43% · 22d)
  • DecideApprove Cooling inspect + rebuild on T-1030 (43% · 23d)
Confidential — generated from certified warehouse metrics. Fuel figures cite cleaned CPM while fact_fuel duplicates remain quarantined. OR 96.8% · CPM $2.28.