The earnings call reveals a challenging environment with declining revenues and margins across segments, yet there are positive developments such as improved trucking margins, strategic sales initiatives, and progress in the Intermodal segment. The ongoing commitment to sales expansion and cost management indicates potential for future recovery, but current financial challenges weigh heavily.

Company Guidance -

Q3 2025

During the second quarter of 2025, Universal Logistics Holdings reported operating revenues of $393.8 million, with a net income of $8.3 million, or $0.32 per diluted share. The company achieved an operating income of $19.9 million, corresponding to a 5.1% operating margin. EBITDA was reported at $56.2 million, equating to 14.3% of revenue. The Contract Logistics segment, a key contributor, posted revenues of $260.6 million. Meanwhile, the Trucking segment faced a 30% revenue decline compared to the previous year, totaling $64.1 million, yet managed to improve its operating margin to 5.2%. The Intermodal segment saw revenues of $68.9 million, a 13.5% decrease year-over-year, but reduced its operating loss to $5.7 million. The company remains focused on cost management, operational efficiency, and enhancing sales capabilities, with expectations for third-quarter revenues between $390 million and $410 million, alongside operating margins of 5% to 7% and EBITDA margins of 14% to 16%. Universal plans to invest $100 million to $125 million in equipment and $50 million to $65 million in real estate for the full year.

Stable Contract Logistics Performance

The Contract Logistics segment remains the cornerstone with revenues of $260.6 million. The integration of Parsec contributed $55 million in revenue. The segment continues to operate 87 value-added programs, up from 68 a year ago, indicating expansion and stability.

Trucking Segment Margin Improvement

Despite a 30% decline in revenues, the Trucking segment's operating margin improved to 5.2% from 4.8% a year ago, showing resilience in specialized freight, including wind energy.

Intermodal Segment Progress

The Intermodal segment showed signs of progress, narrowing its operating loss to $5.7 million from $10.7 million in the first quarter. The operating ratio improved from 115.1 in Q1 to 108.2.

Strategic Sales Initiatives

Universal Logistics has expanded its sales organization, hired senior sales directors, and rolled out a new CRM solution. These actions have improved coordination and accelerated customer-centric solutions, supporting a growing $1 billion sales pipeline.

Dividend Declaration

The Board of Directors declared a $0.105 per share regular quarterly dividend, payable on October 1, 2025, indicating a commitment to returning value to shareholders.

Universal Logistics (ULH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ULH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.30 / -	1.01	―	―	―
Jul 24, 2025	2025 (Q2)	0.34 / 0.32	1.17	-72.65% (-0.85)	―
Apr 24, 2025	2025 (Q1)	0.48 / 0.23	1.99	-88.44% (-1.76)	―
Feb 06, 2025	2024 (Q4)	0.93 / 0.77	0.81	-4.94% (-0.04)	―
Oct 24, 2024	2024 (Q3)	1.18 / 1.01	0.88	14.77% (+0.13)	―
Jul 25, 2024	2024 (Q2)	1.14 / 1.17	0.9	30.00% (+0.27)	―
Apr 25, 2024	2024 (Q1)	0.73 / 1.99	0.95	109.47% (+1.04)	―
Feb 15, 2024	2023 (Q4)	0.71 / 0.81	1.27	-36.22% (-0.46)	―
Oct 26, 2023	2023 (Q3)	1.00 / 0.88	1.84	-52.17% (-0.96)	―
Jul 27, 2023	2023 (Q2)	1.01 / 0.90	1.69	-46.75% (-0.79)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ULH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$27.39	$30.11	+9.93%
Apr 24, 2025	$26.69	$25.40	-4.83%
Feb 06, 2025	$42.60	$34.25	-19.60%
Oct 24, 2024	$42.98	$38.28	-10.94%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Universal Logistics (ULH) report earnings?

Universal Logistics (ULH) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Universal Logistics (ULH) earnings time?

Universal Logistics (ULH) earnings time is at Oct 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ULH EPS forecast?

ULH EPS forecast for the fiscal quarter 2025 (Q3) is 0.3.

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