Universal Logistics Q2 revenue, adjusted EPS fall on lower intermodal volumes

Universal Logistics Holdings (Nevada)

31/07/2026 21:34

Overview
US logistics provider's Q2 operating revenue fell yr/yr amid lower intermodal volumes and pricing
Adjusted EPS for Q2 fell to $0.16, with adjusted operating margin down to 4.2%
Company declared quarterly dividend of $0.105 per share

Outlook
Universal says freight cycle is moving in a favorable direction
Company says market conditions continue to evolve

Result Drivers
CONTRACT LOGISTICS GROWTH - Revenue in contract logistics rose 4.2% yr/yr, with higher fuel surcharges and improved operating margin, per co
INTERMODAL WEAKNESS - Intermodal revenue and load volumes dropped sharply due to lower demand and pricing pressures, per co
TRUCKING VOLUME DECLINE - Trucking segment saw lower load volumes and slightly reduced operating income, despite higher revenue per load, per co

Company press release: ID:nPn6vk2ca

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Operating Revenue
Miss
$379.30 mln
$389.60 mln (1 Analyst)
Q2 Adjusted EPS
Beat
$0.16
$0.13 (1 Analyst)
Q2 EPS
 
$0.99
 
Q2 Net Income
 
$26.20 mln
 

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 $15.00, about 12.1% above its July 30 closing price of $13.38
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 19 three months ago

Reuters Recommended Reads
July 29 - CH Robinson's quarterly profit beats view on improved pricing
July 30 - Schneider National Q2 revenue beats estimates
July 29 - Covenant Logistics Q2 net income falls as costs weigh on margins

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.)