Universal Logistics Q4 revenue falls, net income drops

Universal Logistics Holdings (Nevada)

13/03/2026 20:26

Corrects Q4 Net Income amount to $3.7 mln from $20.2 mln in Key Details table

Overview

US logistics provider's Q4 total operating revenues and EPS fell sharply year-over-year

Board declared quarterly dividend of $0.105 per share, unchanged from prior year

Outlook

Company says market conditions remain muted and is focused on cost-saving initiatives

Result Drivers

SPECIALTY PROJECT COMPLETION - Revenue in contract logistics fell due to the absence of a large specialty development project completed in the prior year

INTERMODAL WEAKNESS - Lower load volumes and reduced pricing in intermodal segment weighed on overall results

TRUCKING VOLUME DECLINE - Trucking segment revenue dropped due to a 25.9% decline in load volumes, despite higher revenue per load

Company press release: ID:nPn173lWsa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Operating Revenue
Beat
$385.4 mln
$376.10 mln (1 Analyst)
Q4 EPS
$0.14
Q4 Net Income
$3.7 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 $17.00, about 20.8% above its March 12 closing price of $14.07

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 18 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.)