ULH

First Quarter 2026 Operating Revenues: $367.6 million First Quarter 2026 Operating Income: $4.8 million First Quarter 2026 Earnings Per Share: $(0.13) per share Declares Quarterly Dividend: $0.105 per share WARREN, Mich., May 1, 2026 /PRNewswire/ -- Universal Logistics Holdings, Inc. (NASDAQ: ULH) today reported consolidated first quarter 2026 net loss of $(3.5) million, or $(0.13) per basic and diluted share, on total operating revenues of $367.6 million. This compares to net income of $6.0 million, or $0.23 per basic and diluted share, during first quarter 2025 on total operating revenues of $382.4 million. In first quarter 2026, Universal's operating income was $4.8 million, compared to $15.7 million in the first quarter one year earlier. As a percentage of operating revenue, operating margin for first quarter 2026 was 1.3%, compared to 4.1% during the same period last year. The Company's EBITDA, a non-GAAP measure, during first quarter 2026 was $40.7 million, compared to $51.7 million one year earlier. EBITDA margin, a non-GAAP measure, for first quarter 2026 was 11.1%, compared to 13.5% during the same period last year. The Company provides reconciliations of each non-GAAP financial measure used in this release to the most directly comparable financial measures calculated and presented in accordance with GAAP. These quantitative reconciliations, together with management's explanation of the purposes for which the non-GAAP measures are used, are presented in the accompanying tables and related disclosures. "Our first-quarter performance reflects a slow start to the year driven primarily by continued weakness in our intermodal segment, including lower volumes and pricing pressure," stated Universal's CEO Tim Phillips. "Although we experienced positive momentum as the quarter progressed, the softness in the first two months proved to be a meaningful drag on our overall results for the period. While the recovery in our intermodal franchise is taking longer than anticipated, we continue to implement operational improvements and remain committed to restoring this segment to profitability. We are confident in the overall strength and resilience of Universal's business model and remain focused on executing our strategy to drive long-term, sustainable success." Segment Information: Contract Logistics First Quarter 2026 Operating Revenues: $269.5 million First Qu...

The market expects TFI International Inc. (TFII) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 27. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly earnings of $0.59 per share in its upcoming report, which represents a year-over-year change of -22.4%. Revenues are expected to be $1.89 billion, down 3.6% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.85% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive...

The market expects Universal Logistics (ULH) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This trucking and logistics company is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents a year-over-year change of -60.9%. Revenues are expected to be $372.3 million, down 2.6% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 4% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant fo...

Universal Logistics (ULH) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this trucking and logistics company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For Universal Logistics, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: For the current quarter, the company is expected to earn $0.08 per share, which is a change of -65.2% from the year-ago reported number. Over the last 30 days, the Zacks Consensus Estimate for Universal Truckload has increased 14.29% because one estimate has moved higher compared to no negative revisions. For the full year, the earnings estimate of $1.02 per share represents a change of +1,800.0% from the year-ago number. The revisions trend for the current year also appears quite promising for Universal Truckload, with one estimate moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 10.87%. The promising estimate revisions have helped Universal Truckload earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. While strong estimate revisio...

Fourth Quarter 2025 Operating Revenues: $385.4 million Fourth Quarter 2025 Operating Income: $17.5 million Fourth Quarter 2025 Earnings Per Share: $0.14 per share Declares Quarterly Dividend: $0.105 per share WARREN, Mich., March 13, 2026 /PRNewswire/ -- Universal Logistics Holdings, Inc. (NASDAQ: ULH) today reported consolidated fourth quarter 2025 net income of $3.7 million, or $0.14 per basic and diluted share, on total operating revenues of $385.4 million. For comparative purposes, Universal reported total operating revenues of $465.1 million, net income of $20.2 million, and $0.77 earnings per basic and diluted share for the corresponding period last year. In the fourth quarter 2025, Universal's operating income was $17.5 million, compared to $38.3 million in the fourth quarter one year earlier. As a percentage of operating revenue, operating margin for the fourth quarter 2025 was 4.5%, compared to 8.2% during the same period last year. The Company's EBITDA, a non-GAAP measure, during the fourth quarter 2025 was $57.1 million, compared to $73.5 million one year earlier. As a percentage of operating revenue, EBITDA margin for the fourth quarter 2025 was 14.8%, compared to 15.8% during the same period last year. The Company provides reconciliations of each non-GAAP financial measure used in this release to the most directly comparable financial measures calculated and presented in accordance with GAAP. These quantitative reconciliations, together with management's explanation of the purposes for which the non-GAAP measures are used, are presented in the accompanying tables and related disclosures. "The fourth quarter of 2025 yielded mixed results within our service portfolio," stated Tim Phillips, Universal's CEO. "Our contract logistics and trucking segments performed in line with expectations, while underperformance in intermodal remained a meaningful headwind to our overall results. We remain focused on driving efficiencies in our operations and executing cost-saving initiatives across the organization to support profitable growth. While market conditions remain muted, we believe the strength and resilience of Universal's business model will drive our long-term success." Segment Information: Contract Logistics Fourth Quarter 2025 Operating Revenues: $268.6 million Fourth Quarter 2025 Operating Income: $23.2 million In the contract logistics segment, wh...

Freightcar America (RAIL) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -11.11%. A quarter ago, it was expected that this rail car maker would post earnings of $0.16 per share when it actually produced earnings of $0.24, delivering a surprise of +50%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Freightcar America, which belongs to the Zacks Transportation - Equipment and Leasing industry, posted revenues of $125.57 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 13.27%. This compares to year-ago revenues of $137.7 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Freightcar America shares have added about 15% since the beginning of the year versus the S&P 500's decline of 1.5%. While Freightcar America has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Freightcar America was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see...

Shareholders of Universal Logistics would probably like to forget the past six months even happened. The stock dropped 39.4% and now trades at $15.39. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation. Is now the time to buy Universal Logistics, or should you be careful about including it in your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free for active Edge members. Despite the more favorable entry price, we're swiping left on Universal Logistics for now. Here are three reasons we avoid ULH and a stock we'd rather own. Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can have short-term success, but a top-tier one grows for years. Over the last five years, Universal Logistics grew its sales at a sluggish 3.5% compounded annual growth rate. This was below our standard for the industrials sector. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Universal Logistics broke even from a free cash flow perspective over the last five years, giving the company limited opportunities to return capital to shareholders. ROIC, or return on invested capital, is a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity). We like to invest in businesses with high returns, but the trend in a company’s ROIC is what often surprises the market and moves the stock price. Unfortunately, Universal Logistics’s ROIC has decreased over the last few years. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. We cheer for all companies making their customers lives easier, but in the case of Universal Logistics, we’ll be cheering from the sidelines. After the recent drawdown, the stock trades at 23.7× forward P/E (or $15.39 per share). This valuation tells us a lot of optimism is priced in - we think other companies feature superior fundamentals at the moment. We’d suggest looking at a fast-growing restaurant franchise with an A+ ranch dressing sauce. The market’s up big this year - but there’s a catch. Just 4...

Third Quarter 2025 Operating Revenues: $396.8 million Third Quarter 2025 Operating Loss: $(74.2) million Third Quarter 2025 Earnings Per Share: $(2.84) per share Declares Quarterly Dividend: $0.105 per share WARREN, Mich., Nov. 6, 2025 /PRNewswire/ -- Universal Logistics Holdings, Inc. (NASDAQ: ULH) today reported consolidated operating revenues of $396.8 million, a loss from operations of $(74.2) million, a net loss of $(74.8) million, and $(2.84) earnings per basic and diluted share. Universal's reported loss in the third quarter 2025 includes non-cash impairment charges totaling $81.2 million related to its intermodal reporting segment. These charges consisted of $58.0 million of goodwill impairment and $23.2 million of impairment related to certain customer-relationship intangible assets. For comparative purposes, Universal reported total operating revenues of $426.8 million, income from operations of $42.6 million, net income of $26.5 million, and $1.01 earnings per basic and diluted share for the corresponding period last year. Included in third quarter 2024 results were previously disclosed impairment charges totaling $3.7 million. Excluding the impact of the impairment charge in the third quarter 2025, the Company's adjusted income from operations, a non-GAAP measure, was $7.0 million. As a percentage of operating revenue, Universal's adjusted operating margin, also a non-GAAP measure, for the third quarter 2025 was 1.8%, compared to an adjusted operating margin of 10.9% during the same period last year. The Company's adjusted EBITDA, a non-GAAP measure, during the third quarter 2025 was $43.3 million, compared to adjusted EBITDA of $76.6 million one year earlier. As a percentage of operating revenue, Universal's adjusted EBITDA margin, a non-GAAP measure, for the third quarter 2025 was 10.9%, compared to adjusted EBITDA margin of 18.0% during the same period last year. The Company provides reconciliations of each non-GAAP financial measure used in this release to the most directly comparable financial measures calculated and presented in accordance with GAAP. These quantitative reconciliations, together with management's explanation of the purposes for which the non-GAAP measures are used, are presented in the accompanying tables and related disclosures. "Despite the impact of certain non-cash impairment charges recorded in the third quarter 2025, U...

WARREN, Mich., Oct. 23, 2025 Universal Logistics Holdings, Inc. (NASDAQ: ULH) announced today that it has postponed the release of its financial results for the third quarter ended September 27, 2025, which was previously scheduled for October 23, 2025. The delay is to allow additional time to complete certain financial reporting procedures related to the calculation of non-cash impairment charges on certain intangible assets associated with the Company's intermodal segment. Universal is also postponing the investor conference call originally scheduled for October 24, 2025 at 10:00 a.m. ET. The Company will announce a new date and time for the issuance of its earnings release and conference call once the financial reporting process is complete. About Universal Universal Logistics Holdings, Inc. ("Universal") is a holding company whose subsidiaries provide a variety of customized transportation and logistics solutions throughout the United States and in Mexico, Canada and Colombia. Our operating subsidiaries provide our customers with supply chain solutions that can be scaled to meet their changing demands. We offer our customers a broad array of services across their entire supply chain, including value-added, dedicated, intermodal and trucking services. In this press release, the terms "us," "we," "our," or the "Company" refer to Universal and its consolidated subsidiaries. Forward Looking Statements Some of the statements contained in this press release might be considered forward-looking statements. These statements identify prospective information. Forward-looking statements can be identified by words such as: "expect," "anticipate," "intend," "plan," "goal," "prospect," "seek," "believe," "targets," "project," "estimate," "future," "likely," "may," "should" and similar references to future periods. Forward-looking statements are based on information available at the time and/or management's good faith belief with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in the statements. These forward-looking statements are subject to a number of factors that may cause actual results to differ materially from the expectations described. Additional information about the factors that may adversely affect these forward-looking statements is contained in Univ...

This article first appeared on GuruFocus. Universal Logistics Holdings Inc (NASDAQ:ULH) is set to release its Q3 2025 earnings on Oct 24, 2025. The consensus estimate for Q3 2025 revenue is $400.60 million, and the earnings are expected to come in at $0.18 per share. The full year 2025's revenue is expected to be $1.60 billion and the earnings are expected to be $1.00 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 8 Warning Signs with ULH. Is ULH fairly valued? Test your thesis with our free DCF calculator. Over the past 90 days, revenue estimates for Universal Logistics Holdings Inc (NASDAQ:ULH) have declined from $1.65 billion to $1.60 billion for the full year 2025. For 2026, revenue estimates have decreased from $1.78 billion to $1.69 billion. Similarly, earnings estimates have declined from $1.95 per share to $1.00 per share for the full year 2025 and from $3.05 per share to $1.80 per share for 2026. In the previous quarter ending on 2025-06-30, Universal Logistics Holdings Inc's (NASDAQ:ULH) actual revenue was $393.79 million, which missed analysts' revenue expectations of $398.50 million by -1.18%. Universal Logistics Holdings Inc's (NASDAQ:ULH) actual earnings were $0.32 per share, which missed analysts' earnings expectations of $0.34 per share by -5.88%. After releasing the results, Universal Logistics Holdings Inc (NASDAQ:ULH) was up by 9.93% in one day. Based on the one-year price targets offered by 1 analyst, the average target price for Universal Logistics Holdings Inc (NASDAQ:ULH) is $24.00, with a high estimate of $24.00 and a low estimate of $24.00. The average target implies an upside of 19.05% from the current price of $20.16. Based on GuruFocus estimates, the estimated GF Value for Universal Logistics Holdings Inc (NASDAQ:ULH) in one year is $28.27, suggesting an upside of 40.23% from the current price of $20.16. Based on the consensus recommendation from 1 brokerage firm, Universal Logistics Holdings Inc's (NASDAQ:ULH) average brokerage recommendation is currently 3.0, indicating a "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

Transportation and logistics solutions provider Universal Logistics (NASDAQ:ULH) will be reporting results this Thursday afternoon. Here’s what investors should know. Universal Logistics missed analysts’ revenue expectations by 1.2% last quarter, reporting revenues of $393.8 million, down 14.8% year on year. It was a softer quarter for the company, with a significant miss of analysts’ EPS estimates and a slight miss of analysts’ revenue estimates. Is Universal Logistics a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, analysts are expecting Universal Logistics’s revenue to decline 6.1% year on year to $400.6 million, a reversal from the 1.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.18 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Universal Logistics has missed Wall Street’s revenue estimates twice since going public. Looking at Universal Logistics’s peers in the transportation and logistics segment, some have already reported their Q3 results, giving us a hint as to what we can expect. FedEx delivered year-on-year revenue growth of 3.1%, beating analysts’ expectations by 2.7%, and CSX reported flat revenue, in line with consensus estimates. FedEx traded up 2.2% following the results while CSX was also up 1.8%. Read our full analysis of FedEx’s results here and CSX’s results here. Investors in the transportation and logistics segment have had steady hands going into earnings, with share prices up 1.8% on average over the last month. Universal Logistics is down 17.1% during the same time and is heading into earnings with an average analyst price target of $24 (compared to the current share price of $19.92). Unless you’ve been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate...

This article first appeared on GuruFocus. Universal Logistics Holdings Inc (NASDAQ:ULH) is set to release its Q3 2025 earnings on Oct 23, 2025. The consensus estimate for Q3 2025 revenue is $400.60 million, and the earnings are expected to come in at $0.18 per share. The full year 2025's revenue is expected to be $1.60 billion and the earnings are expected to be $1.00 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 8 Warning Signs with ULH. Is ULH fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for Universal Logistics Holdings Inc (NASDAQ:ULH) have declined from $1.65 billion to $1.60 billion for the full year 2025 and declined from $1.78 billion to $1.69 billion for 2026 over the past 90 days. Earnings estimates have decreased from $1.95 per share to $1.00 per share for the full year 2025 and from $3.05 per share to $1.80 per share for 2026 over the past 90 days. In the previous quarter of 2025-06-30, Universal Logistics Holdings Inc's (NASDAQ:ULH) actual revenue was $393.79 million, which missed analysts' revenue expectations of $398.50 million by -1.18%. Universal Logistics Holdings Inc's (NASDAQ:ULH) actual earnings were $0.32 per share, which missed analysts' earnings expectations of $0.34 per share by -5.88%. After releasing the results, Universal Logistics Holdings Inc (NASDAQ:ULH) was up by 9.93% in one day. Based on the one-year price targets offered by 1 analyst, the average target price for Universal Logistics Holdings Inc (NASDAQ:ULH) is $24.00 with a high estimate of $24.00 and a low estimate of $24.00. The average target implies an upside of 20.48% from the current price of $19.92. Based on GuruFocus estimates, the estimated GF Value for Universal Logistics Holdings Inc (NASDAQ:ULH) in one year is $28.27, suggesting an upside of 41.92% from the current price of $19.92. Based on the consensus recommendation from 1 brokerage firm, Universal Logistics Holdings Inc's (NASDAQ:ULH) average brokerage recommendation is currently 3.0, indicating a "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.