Triumph Financial’s fourth quarter numbers reflect a strengthening freight market, with two new major customers added to its Triumph Network payment process. Average invoice size in the Network rose to $1,215, up from previous quarters, driving operating margin in the Factoring segment to 32.61%, up from the previous quarter.

Revenue of $120 million, earnings at 77 cents per share beat estimates. J.B. Hunt and BlueGrace are new customers added to the Triumph Network. Payments segment saw 9 million invoices processed in the fourth quarter, with a positive EBITDA margin of 16.9%.

As invoice prices rise, Triumph Financial sees a boost in profitability. The company continues to invest in marketing and sales efforts to attract more brokers to its Network. Customers coming off lower-priced deals will contribute to a projected 20% growth in Payments revenue for 2026.

Triumph Financial’s use of AI tools has improved efficiency, with 60% of invoices instantly verified and approved by AI. Reduced headcount and faster decision-making processes have resulted in increased invoice purchases. The company sees AI as a key driver of financial performance and growth.

Read more at Yahoo Finance: Positive signals from freight market sprinkled through Triumph Financial’s earnings