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Universal Logistics Holdings, Inc. ULH Q4 2025 earnings

Reported March 13, 2026 · After market close

Revenue$385.4MBeat by $9.3M
EPS$0.14Beat by $0.19
Revenue estimate$376.1M
EPS estimate-$0.05

Next report

Jul 30, 2026 (Today)
Revenue estimate$380.4M
EPS estimate$0.13

Financials

Q4 2025

Income statement

See full
Revenue$385.4M-17.1%
Operating income-$25.7M-167%
Net income-$39.4M-295%
EPS (diluted)-$1.50-297%

Balance sheet

See full
Cash & equivalents$26.8M+38.7%
Total debt$971.4M+15.9%
Total equity$540.4M-16.5%
Total assets$1.8B-0.8%

Cash flow

See full
Operating cash flow$47.1M-21.1%
CapEx$32.9M-19.5%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$399.95M-66.9%
Enterprise value$1.34B-33.7%
P/S0.3×-0.4×

Profitability

See full
Operating margin-4.1%-15.1pp
Net margin-6.4%-13.4pp

Returns & leverage

See full
Return on equity-16.8%-38.9pp
Debt / equity1.8×+0.5×
Current ratio1.2×-0.1×

Segments

By product

See full
Value Added Services$183.7M-20.0%
Dedicated Services$84.9M+9.1%
Intermodal Services$51.9M-26.2%
Truckload Services$48.8M-21.1%
Brokerage Services$16.1M-37.1%

By geography

See full
US$373.8M-16.5%
MX$12.8M+4.0%
CA$2.7M+215%
CO$289.8K-46.8%

By segment

See full
Contract Logistics$268.6M-12.6%
Trucking$64.1M-23.6%
Intermodal$52.7M-27.9%

Versus estimates

Revenue

Q2 2026$367.6MMiss by $4.7M
Q4 2025$385.4MBeat by $9.3M
Q3 2025$396.8MMiss by $26.0MQ2 2025$393.8MMiss by $32.9MQ1 2025$382.4MMiss by $18.2MQ4 2024$465.1MBeat by $37.8M

Diluted EPS

Q2 2026-$0.13Miss by $0.22
Q4 2025$0.14Beat by $0.19
Q3 2025$0.24Beat by $0.06Q2 2025$0.32Miss by $0.02Q1 2025$0.23Miss by $0.25Q4 2024$0.77Miss by $0.16

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Questions, answered.

When did Universal Logistics Holdings, Inc. report Q4 2025 earnings?
Universal Logistics Holdings, Inc. (ULH) reported Q4 2025 earnings on March 13, 2026 after market close.
What were Universal Logistics Holdings, Inc.'s Q4 2025 revenue and EPS?
Universal Logistics Holdings, Inc. reported revenue of $385.4M and eps of $0.14 for Q4 2025.
Did Universal Logistics Holdings, Inc. beat estimates in Q4 2025?
Revenue beat the consensus estimate of $376.1M by $9.3M. EPS beat the consensus estimate of $-0.05 by $0.19.
How did Universal Logistics Holdings, Inc.'s Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 17.1% from $465.1M a year earlier and eps declined 81.8% from $0.77.
Where can I find Universal Logistics Holdings, Inc.'s Q4 2025 SEC filings?
You can read the 8-K earnings release (0001193125-26-106206) and the 10-Q/A periodic report (0001193125-26-098732) directly on SEC EDGAR. The filing index links above go to sec.gov.