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Universal Logistics (ULH)
NASDAQ:ULH
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.34Last Year’s EPS
1.17Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: -9.88%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted significant challenges, including declines in overall revenue, income, and performance in several segments. However, there were positive aspects such as the performance of the contract logistics segment, successful integration of the Parsec acquisition, and improvement in auto production volumes. The company's strategic focus on specialized freight and the declaration of a dividend also provided some positive outlook.Company Guidance
During the first quarter of 2025 earnings call, Universal Logistics Holdings reported a total operating revenue of $382.4 million, with a net income of $6 million or $0.23 per share, and an operating margin of 4.1%. Despite a sluggish freight environment and a year-over-year decline, the company remains optimistic about its long-term growth. The contract logistics segment contributed $255.9 million in revenue with a 9.3% operating margin, and the Parsec acquisition added $56.4 million in revenue. The trucking segment saw a 20.2% revenue decrease to $55.6 million, yet revenue per load increased by over 24%. The intermodal segment recorded a $10.7 million operating loss, but stable freight volumes are anticipated. For Q2 2025, Universal expects revenues between $390 million and $410 million, with operating margins between 5% and 7%, and EBITDA margins of 14% to 16%. Capital expenditures for the full year are projected at $100 million to $125 million for equipment, and $55 million to $65 million for real estate. The company declared a regular quarterly dividend of 10.5 cents per share, payable on July 1, 2025.Contract Logistics Segment Performance
The contract logistics segment contributed $255.9 million in revenue and delivered a solid 9.3% operating margin. The company is on track to book over $1.1 billion in contract logistics revenue in 2025.
Parsec Acquisition Integration
The Parsec acquisition contributed $56.4 million in revenue this quarter. The company now operates 87 value-added programs, including 20 rail terminal operations, a significant increase from 71 programs last year.
Positive Trends in Auto Production
Auto production volumes showed improvement, particularly in February and March. The company expects long-term opportunities in this segment with key launches beginning in the second quarter.
Revenue Per Load Increase in Trucking
Revenue per load, excluding fuel surcharges in the trucking segment, increased by more than 24%, indicating the success of the strategy to focus on specialized high-yield freight.
Dividend Declaration
The Board of Directors declared a regular quarterly dividend of 10.5 cents per share, payable to shareholders of record on June 2, 2025.
ULH Earnings History
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 |
|---|---|---|---|
Apr 24, 2025 | $26.81 | $25.51 | -4.85% |
Feb 06, 2025 | $42.78 | $34.40 | -19.59% |
Oct 24, 2024 | $43.16 | $38.45 | -10.91% |
Jul 25, 2024 | $44.66 | $42.72 | -4.34% |
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 24, 2025, TBA Not Confirmed.
What is Universal Logistics (ULH) earnings time?
Universal Logistics (ULH) earnings time is at Jul 24, 2025, TBA Not 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 (Q2) is 0.34.