NASDAQ$ULH

Universal Logistics Holdings Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Universal Logistics Holdings reported Q1 2025 revenue of $564.0M, net income of $12.0M, diluted EPS of $0.48.

For Q1 2025, Universal Logistics Holdings reported Revenue was $564.0M, net income was $12.0M, diluted EPS was $0.48. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $564.0M for Q1 2025.
  • Net income $12.0M.
  • Diluted EPS $0.48.

Headline financials

Total Revenue

$382M

Previous: $492M-22.3%
EPS (adj)

$0.48

Previous: $1.99-75.9%
EBITDA

$51.7M

Previous: $96.9M-46.6%
EBITDA Margin

13.5%

Previous: 19.7%-31.5%
Avg. Operating Revenue/Load (Intermodal)

$517.00

Previous: $566.00-8.7%
Number of Loads (Intermodal)

101.5K

Previous: 105.0K-3.4%
Avg. Operating Revenue/Load (Truckload)

$1.87K

Previous: $1.51K+24.3%
Number of Loads (Truckload)

28.6K

Previous: 41.7K-31.3%
Avg. Value-Added Direct Employees

7.3K

Previous: 5.5K+32.3%
Avg. Value-Added FTEs

37

Previous: 199-81.4%
Active Value-Added Programs

87

Previous: 71+22.5%
Avg. Number of Tractors (Intermodal)

1.4K

Previous: 1.7K-17.0%
Number of Depots (Intermodal)

8

Previous: 8+0.0%
Avg. Number of Tractors (Trucking)

633

Previous: 815-22.3%
Avg. Length of Haul (Trucking)

393

Previous: 401-2.0%
Capital Expenditures

-$52.6M

Previous: -$68.6M+23.3%
Net Income

$6.01M

Previous: $52.5M-88.5%
Operating Income

$15.7M

Previous: $75.1M-79.1%

Revenue & EPS history

Universal Logistics · Revenue · Quarterly

$382M

Q1 2025-22.3%vs Q1 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Universal Logistics · $368M total across 3 segments · Q1 2026

  • Contract Logistics
    $270M
  • Trucking
    $50.2M
  • Intermodal
    $47.9M

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector-specific risks.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.4%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+3.5%

Avg return

30 days after

61%

40 / 66 earnings

Positive

+36.4%

Q1 2024

Best reaction

-23.3%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.3%+6.8%+39.5%
Q4 2025-3.7%+16.0%+50.8%
Q3 2025-2.8%-12.4%-29.2%
Q2 2025+10.0%-13.6%-0.9%
Q1 2025-4.8%-18.9%-14.1%
Q4 2024-19.6%-33.3%-34.9%
Q3 2024-8.7%-2.9%+19.0%
Q2 2024-2.6%-5.4%-4.9%
Q1 2024+36.4%+32.9%+36.0%
Q4 2023+5.1%+0.9%+8.3%
Q3 2023-7.2%-2.0%+11.0%
Q2 2023-3.8%-1.2%-14.1%
Q1 2023-2.0%-0.6%+5.1%
Q4 2022-23.3%-27.1%-30.7%
Q3 2022-8.2%-3.8%+2.3%
Q2 2022+4.4%+17.9%+30.6%
Q1 2022+6.4%+4.1%+31.2%
Q4 2021+7.3%+7.6%+21.1%
Q3 2021-2.0%-2.8%-9.8%
Q2 2021+3.3%+0.3%-0.5%
Q1 2021+4.2%+4.2%+4.2%
Q4 2020+6.2%+5.0%+15.6%
Q3 2020-1.5%+8.8%+9.4%
Q2 2020+1.5%+1.0%+20.6%
Q1 2020-3.9%-11.3%+0.9%
Q4 2019+7.7%+6.9%-13.1%
Q3 2019-20.8%-26.1%-22.1%
Q2 2019-7.1%-8.9%-15.3%
Q1 2019+1.4%+8.7%-10.8%
Q4 2018-4.3%-5.3%-22.2%
Q3 2018-4.7%-8.7%-18.9%
Q2 2018+8.9%+22.3%+33.2%
Q1 2018+1.1%+0.2%+11.8%
Q4 2017+4.3%+3.4%-3.8%
Q3 2017+0.9%+1.2%+8.0%
Q2 2017-2.1%+3.5%+5.9%
Q1 2017+5.3%+10.2%-0.4%
Q4 2016+4.5%+1.5%-5.2%
Q3 2016+13.8%+5.7%+33.0%
Q2 2016-2.2%-2.7%-5.0%
Q1 2016-0.8%
Q4 2015-1.2%
Q3 2015+2.5%
Q2 2015-3.0%
Q1 2015+0.5%
Q4 2014+0.7%
Q3 2014+0.6%
Q2 2014+0.3%
Q1 2014+2.7%
Q4 2013+2.4%
Q1 2011+2.4%
Q3 2013+0.8%
Q2 2013+1.1%
Q1 2013+0.6%
Q4 2009+6.5%
Q4 2012+6.5%
Q3 2012-10.2%
Q2 2012+0.3%
Q1 2012+4.8%
Q4 2011+0.6%
Q3 2010-8.4%
Q3 2011-8.4%
Q2 2010+4.0%
Q2 2011+4.0%
Q4 2010+4.0%
Q1 2010+7.6%

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