ULH Earnings Prediction
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 -1.40% change in stock price 10 days leading up to the earnings, and a +1.52% change 10 days following the report. On the earnings day itself, the stock moves by -0.45%. This data can give you a slight idea of what to expect for the next quarter's release.
ULH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
465.13M
18.98%
8.97%
Gross Margin
33.01%
14.82%
-1.99%
Operating Margin
8.23%
-5.62%
-24.22%
Net Margin
4.34%
-20.80%
-30.23%
EPS
0.77
-4.94%
-23.76%
No Data Available
ULH Earnings Analysis
Universal Logistics Holdings Inc Corporation (ULH.O) Earnings Conference Call
Positive
Revenue Growth and Margin: Top line revenues grew by 19% in Q4 2024, reaching $465.1 million, with an operating margin of 8.2%.
Record Financial Performance: For the full year 2024, Universal reported $1.85 billion in revenue, achieving an 11% operating margin and earnings per share of $4.93, marking the second-best financial performance in the company's history.
Contract Logistics Revenue Surge: The contract logistics segment saw a remarkable 52.7% increase in revenues to $307.4 million, bolstered by a successful specialty development project that contributed $51.3 million in revenue during the quarter.
Trucking Revenue Surge: The Trucking segment's revenues increased by 11.5% to $83.8 million, driven by a 30.5% rise in revenue per load, highlighting the strength of the specialized heavy haul wind business.
Quarterly Dividend Announcement: The company declared a quarterly dividend of $0.105 per share, reflecting a commitment to returning value to shareholders.
Negative
Intermodal Revenue Decline: Intermodal segment revenues decreased 15.9% year over year to $73,100,000, with a 15.3% decrease in volume and a 2.2% drop in rates, indicating ongoing challenges in this segment.
Intermodal Segment Operating Loss: Operating loss in the intermodal segment increased to $9,700,000 compared to an operating loss of $1,000,000 in the fourth quarter of the previous year, reflecting significant deterioration in performance.
Contract Logistics Margin Decline: Operating margins for the contract logistics segment fell to 12.7% from 15.9% year over year, primarily impacted by $6,000,000 in depreciation and amortization related to the Parsec acquisition.
Net Income Decline: Consolidated net income decreased to $20,200,000 or $0.77 per share, down from $21,400,000 or $0.81 per share in the same period last year, indicating a decline in profitability.
Operating Margin Guidance: Guidance for 2025 indicates expected operating margins in the 7% to 9% range, down from previous levels, reflecting anticipated challenges in various segments.
ULH FAQs
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ULH Earning Call Sentiment
Earnings call transcript: Universal Logistics Q4 2024 misses EPS, stock falls
ULH.O
0%Positive
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.
