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Universal Logistics (ULH) investor relations material
Universal Logistics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Fourth quarter 2025 operating revenues were $385.4 million, down from $465.1 million year-over-year.
Net income for the quarter was $3.7 million, or $0.14 per share, compared to $20.2 million, or $0.77 per share, in the prior year.
Quarterly dividend declared at $0.105 per share, payable April 3, 2026.
CEO highlighted mixed results, with contract logistics and trucking meeting expectations, but intermodal underperforming.
Financial highlights
Operating income for Q4 2025 was $17.5 million, down from $38.3 million year-over-year.
EBITDA for the quarter was $57.1 million, compared to $73.5 million last year.
Operating margin was 4.5%, down from 8.2% in Q4 2024.
Adjusted EBITDA margin was 14.8%, compared to 15.8% a year ago.
Outlook and guidance
Management remains focused on operational efficiencies and cost-saving initiatives amid muted market conditions.
Forward-looking statements caution about risks from market conditions, customer demand, pricing, and labor availability.
- Q2 2024 revenue up 12% and EPS up 30%, driven by contract logistics; intermodal lagged.ULH
Q2 20242 Feb 2026 - Contract logistics growth drove Q3 profit and margin gains despite freight market headwinds.ULH
Q3 202418 Jan 2026 - Q4 revenue up 19% on logistics and trucking strength, but intermodal losses widened.ULH
Q4 202423 Dec 2025 - Q1 2025 revenue and profit fell sharply amid freight and auto sector weakness.ULH
Q1 202523 Dec 2025 - Key votes include director elections, Nevada conversion, and auditor ratification, with strong governance focus.ULH
Proxy Filing1 Dec 2025 - Key votes include director election, Nevada conversion, auditor ratification, and governance changes.ULH
Proxy Filing1 Dec 2025 - Key votes include director elections, Nevada conversion, and auditor ratification for 2025.ULH
Proxy Filing1 Dec 2025 - Q2 2025 revenue and profit declined sharply, but logistics remained resilient and trucking margins improved.ULH
Q2 202516 Nov 2025 - Q3 2025 saw a $74.8M net loss on lower revenue and major intermodal impairment charges.ULH
Q3 20256 Nov 2025
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