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Universal Logistics (ULH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 23, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.19

Last Year’s EPS

0.32

Same Quarter Last Year

Analyst Consensus

Hold

Based on 1 Analysts Ratings

Earnings Call Summary

Q2 2025

Earnings Call Date:Jul 24, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call reflected a mixed performance for Universal Logistics Holdings. While there were some positive developments, particularly in the Contract Logistics segment and sales initiatives, the overall revenue and income decline, coupled with challenges in the Trucking and Intermodal segments, indicate significant pressure. The sentiment is balanced, with equal highlights and lowlights.

Company Guidance

During the Universal Logistics Holdings' second quarter 2025 earnings call, the company 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, marking a 5.1% operating margin, and an EBITDA of $56.2 million, which represented 14.3% of revenue. The Contract Logistics segment remained pivotal, generating $260.6 million in revenue, while Trucking revenues fell to $64.1 million due to a 22.6% drop in load volumes. The Intermodal segment faced challenges, with revenues down to $68.9 million, but managed to narrow its operating loss to $5.7 million from $10.7 million in the first quarter. For the third quarter of 2025, Universal projects revenues between $390 million and $410 million, with operating margins expected in the 5% to 7% range and EBITDA margins between 14% and 16%. The company anticipates full-year revenues between $1.6 billion and $1.7 billion, maintaining similar margin ranges as Q3 guidance.

Contract Logistics Segment Performance

The Contract Logistics segment remained the cornerstone of Universal's results, with revenues of $260.6 million. Despite a slight decline from last year, the integration of Parsec contributed $55 million in revenue.

Truck Segment Resilience

Trucking revenues were $64.1 million, down nearly 30% year-over-year. However, operating margin improved to 5.2% from 4.8%, with operating income at $3.3 million.

Intermodal Segment Progress

Intermodal segment revenues were $68.9 million, down 13.5% year-over-year, but the operating loss narrowed from $10.7 million in Q1 to $5.7 million.

Sales and Business Development Initiatives

The company expanded its sales organization with new senior sales directors and rolled out a new CRM solution, enhancing customer relationship management and sales pipeline visibility.

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
Jul 23, 2026	2026 (Q2)	0.19 / -	0.32	―	―	―
May 01, 2026	2026 (Q1)	0.09 / -0.13	0.23	-156.52% (-0.36)	―	―
Mar 13, 2026	2025 (Q4)	-0.05 / 0.14	0.77	-81.82% (-0.63)	―	―
Nov 06, 2025	2025 (Q3)	0.18 / -2.84	1.01	-381.19% (-3.85)	―	―
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)	―

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
May 01, 2026	$22.25	$16.02	-27.99%
Mar 13, 2026	$14.30	$15.70	+9.81%
Nov 06, 2025	$15.02	$14.82	-1.37%
Jul 24, 2025	$26.75	$29.41	+9.93%

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 Jul 23, 2026, After Close (Confirmed).

What is Universal Logistics (ULH) earnings time?

Universal Logistics (ULH) earnings time is at Jul 23, 2026, 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 2026 (Q2) is 0.19.