Earning Analysis
Welcome to our in-depth analysis of Universal Logistics Holdings Inc(ULH) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Universal Logistics Holdings Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| - | 2025-10-23 | After Hours | 0.18 | - | - | 400.60M | - | - | -9.24 | -13.19 |
| FY2025Q2 | 2025-07-24 | After Hours | 0.34 | 0.32 | -5.88 | 398.50M | 393.79M | -1.18 | +9.93 | -13.58 |
| FY2025Q1 | 2025-04-24 | After Hours | 0.48 | 0.23 | -52.08 | 400.60M | 382.39M | -4.55 | -4.85 | -18.91 |
| FY2024Q4 | 2025-02-06 | After Hours | 0.93 | 0.77 | -17.20 | 427.30M | 465.13M | +8.85 | -19.60 | -33.62 |
| FY2024Q3 | 2024-10-24 | After Hours | 1.18 | 1.01 | -14.41 | 463.70M | 426.83M | -7.95 | -10.92 | -3.18 |
| FY2024Q2 | 2024-07-25 | - | 1.14 | 1.17 | +2.63 | 461.60M | 462.16M | +0.12 | +1.88 | -2.67 |
| FY2024Q1 | 2024-04-25 | - | 0.73 | 1.99 | +172.60 | 416.50M | 491.91M | +18.10 | -2.14 | +30.85 |
| FY2023Q4 | 2024-02-15 | - | 0.71 | 0.81 | +14.08 | 377.30M | 390.92M | +3.61 | +0.69 | +3.29 |
| FY2023Q3 | 2023-10-26 | - | 1.00 | 0.88 | -12.00 | 416.60M | 421.25M | +1.12 | -2.01 | -2.37 |
| - | 2023-07-27 | - | 1.01 | 0.90 | -10.89 | - | - | - | -0.35 | +0.50 |
ULH Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Universal Logistics Holdings Inc reported performance for , announced on 2025-10-23. The company achieved an EPS of , compared to analyst estimates of 0.18 by % . Revenue for the quarter reached 0.00 compared to expectations of 400.60M by % .
The stock price reacted with a -9.24% one-day change and a -13.19% five-day change following the earnings release. These movements reflect market reaction in Universal Logistics Holdings Inc growth trajectory and strategic initiatives.
ULH Earnings Forecast
Looking ahead, Universal Logistics Holdings Inc(ULH) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 376.10M and an EPS of 0.28.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -3.16%, while EPS estimates have been No Change by 0%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -11.05% . These revisions correlate with a -35.30% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Universal Logistics Holdings Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ULH's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-3.16%
In Past 3 Month
EPS Estimates for FY2025
No Change
0.00%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-11.05%
In Past 3 Month
Stock Price
Go Down
-35.30%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:1.55B
--
EPS Estimate-Annual FY 2025:1.00
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Stock Price16.53
ULH Revenue and EPS Performance: A Historical Perspective
Universal Logistics Holdings Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
(2025-10-23,After Hours):
EPS: (Actual) vs.0.18 (Estimate) (%)
Revenue: 0.00 (Actual) vs. 400.60M (Estimate) (%)
Price Reaction: -9.24%(1-Day), -13.19%(5-Day)
FY2025Q2 (2025-07-24,After Hours):
EPS: 0.32 (Actual) vs.0.34 (Estimate) (-5.88%)
Revenue: 393.79M (Actual) vs. 398.50M (Estimate) (-1.18%)
Price Reaction: 9.93%(1-Day), -13.58%(5-Day)
FY2025Q1 (2025-04-24,After Hours):
EPS: 0.23 (Actual) vs.0.48 (Estimate) (-52.08%)
Revenue: 382.39M (Actual) vs. 400.60M (Estimate) (-4.55%)
Price Reaction: -4.85%(1-Day), -18.91%(5-Day)
Earnings Reaction
The chart below shows how ULH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ULH sees a +0.17% change in stock price 10 days leading up to the earnings, and a -1.69% change 10 days following the report. On the earnings day itself, the stock moves by -0.48%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -9.24% on the day following the earnings release and then changed by -21.36% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Universal Logistics Holdings Inc (ULH) Q2 2025 Earnings Call Summary
Negative
2025-07-25
The earnings call revealed a challenging market with declining financial performance, including significant drops in net income, operating income, and EBITDA. Despite some optimism in specialized segments, the overall sentiment was negative due to market uncertainties, lack of clear guidance, and declining revenues across key divisions. The Q&A highlighted concerns about tariffs, profitability challenges, and reliance on future catalysts, contributing to a negative outlook for the stock price in the short term.
Universal Logistics Holdings Inc (ULH) Q1 2025 Earnings Call Summary
Negative
2025-04-25
The earnings call reveals significant financial declines, including a 22.3% drop in revenue and an 88.6% decline in net income, alongside decreased operating margins. The sluggish freight environment, automotive sector slowdown, and intermodal segment loss exacerbate these issues. Despite optimistic guidance and a slight rebound in the automotive sector, the lack of a share repurchase program and unclear responses on tariffs and import reductions add to uncertainties. The market cap suggests a moderate reaction, leading to a 'Negative' prediction for stock movement.
Universal Logistics Holdings Inc (ULH) Q4 2024 Earnings Call Summary
Neutral
2025-02-07
Despite strong revenue growth and optimistic guidance for 2025, the decrease in net income, operating margin, and intermodal performance are concerning. The Q&A revealed management's lack of clarity on tariffs and intermodal improvements, adding uncertainty. The dividend announcement is positive, but no share repurchase plan limits shareholder returns. Given the small market cap, the stock may see some volatility, but overall, the mixed signals from financial performance and management's responses suggest a neutral outlook over the next two weeks.
Universal Logistics Holdings, Inc. (ULH) Q3 2024 Earnings Call Summary
Neutral
2024-10-25
Despite strong EPS growth, improved margins, and positive acquisition impacts, challenges such as decreased revenues in Trucking and Intermodal, ongoing market softness, and the closure of the brokerage business weigh on sentiment. The dividend declaration and acquisition synergies provide some positive offset, but uncertainties, particularly in market conditions and regulatory risks, balance the outlook. Given the mixed signals and small-cap nature, a neutral prediction for stock price movement is appropriate.
Universal Logistics Holdings, Inc. (ULH) Q2 2024 Earnings Call Summary
Neutral
2024-07-26
The earnings call reflects a mixed sentiment. While financial performance is strong, with a 12% revenue increase and 30% EPS growth, challenges in the intermodal and brokerage segments and market overcapacity pose risks. The Q&A highlights management's cautious optimism but also vague responses to critical issues. Despite a positive shareholder return plan, the lack of a share repurchase program and potential regulatory risks balance out the positives. Given a market cap of $1.05 billion, the stock is likely to remain neutral, with a potential movement between -2% and 2%.
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