Universal Logistics Q1 revenue falls on weakness in intermodal segment

Universal Logistics Holdings (Nevada)

01/05/2026 21:25

Overview

US logistics provider's Q1 revenue declined yr/yr

Company posted a Q1 net loss, citing continued weakness in intermodal segment

Quarterly dividend maintained at $0.105 per share

Outlook

Company did not provide specific financial guidance for the current quarter or full year in the press release

Result Drivers

INTERMODAL WEAKNESS - Co said continued weakness in intermodal segment, including lower volumes and pricing pressure, was the main drag on Q1 results

TRUCKING DECLINES - Lower load volumes and reduced average revenue per load contributed to decreased trucking segment revenue and income

CONTRACT LOGISTICS MARGIN PRESSURE - Despite higher contract logistics revenue, segment operating income and margin fell yr/yr

Company press release: ID:nPn5BGqq6a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Operating Revenue
Miss
$367.6 mln
$372.30 mln (1 Analyst)
Q1 EPS
-$0.13


Analyst Coverage

The one available analyst rating on the shares is "hold"

The average consensus recommendation for the ground freight & logistics peer group is "buy."

Wall Street's median 12-month price target for Universal Logistics Holdings Inc is $20.00, about 16.9% below its April 30 closing price of $24.08

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 17 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)