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Universal Logistics Holdings, Inc. ULH Q2 2026 earnings

Reported July 31, 2026 · After market close

Revenue$379.3MMiss by $1.1M
EPS$0.99Beat by $0.86
Revenue estimate$380.4M
EPS estimate$0.13
“Our contract logistics and trucking segments delivered solid results, reflecting our disciplined operating approach and commitment to providing best-in-class service. We also made meaningful progress within our intermodal segment, positioning the business to benefit from a continued recovery in freight markets. While we recognize that the recovery remains in its early stages and market conditions continue to evolve, we believe the freight cycle is moving in a favorable direction. We remain committed to executing our long-term strategy, investing in our people and operations, and creating sustainable value for our customers and stockholders.”
Tim Phillips

Next report

Oct 22, 2026 (in a month)
Revenue estimate$390.4M
EPS estimate$0.32

Financials

Q2 2026

Income statement

See full
Revenue$379.3M-3.7%
Operating income$45.1M+127%
Net income$26.2M+215%
EPS (diluted)$0.99+209%

Balance sheet

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Cash & equivalents$20.3M-16.5%
Total debt$838.5M-8.0%
Total equity$561.0M-14.2%
Total assets$1.7B-9.5%

Cash flow

See full
Operating cash flow$40.5M+57.3%
CapEx$13.3M-84.2%
Free cash flow$27.1M+146%

Valuation & ratios

Valuation

as of 09/16/26
See full
Market cap$497.03M-24.2%
Enterprise value$1.32B-14.8%
P/S0.3×-0.1×

Profitability

See full
Operating margin-3.3%-10.3pp
Net margin-6%-9.6pp

Returns & leverage

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Return on equity-15.1%-24.7pp
Debt / equity1.5×+0.1×
Current ratio1.2×-0.1×

Segments

By product

See full
Value Added Services$183.3M+2.6%
Dedicated Services$88.1M+7.7%
Truckload Services$45.0M-1.9%
Intermodal Services$43.4M-35.9%
Brokerage Services$19.4M-0.6%

By segment

See full
Contract Logistics$271.4M+4.2%
Trucking$63.8M-0.4%
Intermodal$44.1M-36.0%

FAQ

When did Universal Logistics Holdings, Inc. report Q2 2026 earnings?
Universal Logistics Holdings, Inc. (ULH) reported Q2 2026 earnings on July 31, 2026 after market close.
What were Universal Logistics Holdings, Inc.'s Q2 2026 revenue and EPS?
Universal Logistics Holdings, Inc. reported revenue of $379.3M and eps of $0.99 for Q2 2026.
Did Universal Logistics Holdings, Inc. beat estimates in Q2 2026?
Revenue missed the consensus estimate of $380.4M by $1.1M. EPS beat the consensus estimate of $0.13 by $0.86.
How did Universal Logistics Holdings, Inc.'s Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 3.7% from $393.8M a year earlier and eps grew 209.4% from $0.32.
Where can I find Universal Logistics Holdings, Inc.'s Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-328643) and the 10-Q periodic report (0001193125-26-349294) directly on SEC EDGAR. The filing index links above go to sec.gov.