ULH Earnings Date: Feb 11, 2027 (Estimated) — Universal Logistics Holdings, Inc.
NASDAQ
Updated
When is ULH's next earnings date?
Universal Logistics Holdings, Inc. (ULH) is expected to report Q4 2026 earnings on Thursday, February 11, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.16 on revenue of $391.8M.
How did ULH do in its last earnings report?
In its most recent report on Oct 29, 2026, Universal Logistics Holdings, Inc. posted EPS of $0.69 versus the $0.32 estimate, a beat of 115.6%. Revenue was $394.1M against a $390.0M estimate.
How much does ULH stock move after earnings?
ULH beat EPS estimates in 3 of its last 8 reported quarters. Over the last 6 reports the stock moved an average of 16.6% (up or down) in the day after earnings.
About Universal Logistics Holdings, Inc.
Universal Logistics Holdings, Inc. (ULH) is a diversified company specializing in a comprehensive range of transportation and supply chain management solutions. Its operations extend across the United States, Mexico, Canada, and into Colombia. ULH's core services include a variety of full truckload options, such as standard dry van, flatbed, specialized heavy-haul, and temperature-controlled (refrigerated) transport. Beyond traditional trucking, the company also manages both domestic and international freight forwarding, provides customs brokerage, and delivers time-sensitive services like ground expedite and last-mile delivery. The firm is adept at moving a broad spectrum of commodities, including automotive components, industrial machinery, construction materials, paper products, foodstuffs, consumer retail items, furnishings, and various types of steel and metals. To meet specific client demands, ULH also furnishes a suite of supplementary services. These value-added offerings range from material handling, freight consolidation, and sequencing to light assembly (sub-assembly), cross-docking, custom kitting, repacking, warehousing solutions, and the management of returnable containers. Furthermore, it supports intermodal operations through drayage and the localized transport of shipping containers between maritime ports or rail terminals and their final customer destinations. Its client base spans critical sectors such as the automotive, steel, oil and gas, alternative energy, and manufacturing industries, along with other transportation enterprises that consolidate shipments from multiple sources. Established in 1932 and headquartered in Warren, Michigan, the company was previously known as Universal Truckload Services, Inc. before adopting its current name, Universal Logistics Holdings, Inc., in April 2016.
🤖 AI Earnings Analysis
Universal Logistics posted a solid Q3, with $394.0 million in revenue and $0.69 diluted EPS, well above the $0.32 estimate; operating income reached $32.8 million. The dividend supports shareholder returns, though $500.5 million in operating debt remains a notable logistics-sector burden.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | 0.32 | 0.69 | +115.62% | $394.1M | ✅ Beat | — | — | — | |
| 2026-07-31 | Q2 2026 | 0.19 | 0.16 | -15.79% | $379.3M | ❌ Miss | +36.17% | +50.08% | +39.70% |
| 2026-05-01 | Q1 2026 | 0.09 | -0.13 | -244.44% | $367.6M | ❌ Miss | -28.02% | -41.80% | -25.26% |
| 2026-03-13 | Q4 2025 | -0.05 | 0.14 | +380.00% | $385.4M | ✅ Beat | +9.78% | +22.01% | +44.59% |
| 2025-11-06 | Q3 2025 | 0.18 | 0.24 | +33.33% | $396.8M | ✅ Beat | -1.41% | -4.55% | -0.47% |
| 2025-04-24 | Q1 2025 | 0.48 | 0.23 | -52.08% | $382.4M | ❌ Miss | -4.82% | -16.47% | -14.08% |
| 2025-02-06 | Q4 2024 | 0.93 | 0.77 | -17.20% | $465.1M | ❌ Miss | -19.60% | -33.62% | -36.28% |
| 2024-10-24 | Q3 2024 | 1.18 | 1.12 | -5.08% | $426.8M | ❌ Miss | — | — | — |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $379.3M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Value Added Services | 48.3% | $183.3M | +2.6% | $402.4M | $170.9M | $178.7M | $178.2M |
| Dedicated Services | 23.2% | $88.1M | +7.7% | $168.5M | $85.0M | $81.8M | $86.2M |
| Truckload Services | 11.9% | $45.0M | -1.9% | $128.7M | $37.8M | $45.9M | $50.4M |
| Intermodal Services | 11.4% | $43.4M | -35.9% | $148.4M | $68.5M | $67.7M | $64.0M |
| Brokerage Services | 5.1% | $19.4M | -0.6% | $79.2M | $20.3M | $19.6M | $18.0M |
By region
FY2025 · $1.56B total · annual
| Segment | Share | Revenue | YoY | FY2019 | FY2020 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 96.0% | $1.50B | -16.5% | $1.48B | $1.36B | $1.72B | $1.98B |
| MEXICO | 3.3% | $51.2M | +4.0% | $16.1M | $17.9M | $15.2M | $22.9M |
| CANADA | 0.7% | $10.6M | +215.0% | $13.6M | $10.9M | $13.2M | $13.2M |
| COLOMBIA | 0.1% | $1.2M | -46.8% | $1.7M | $1.4M | $1.9M | $2.1M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.