Universal Logistics (ULH) shares ended the last trading session 12.3% higher at $19.84. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 5.5% gain over the past four weeks.Shares of this transportation company have performed well so far this year, gaining 30%. Earlier this month, the company reported earnings of 14 cents per share, comparing favorably with the Zacks Consensus Estimate of a loss of 5 cents. Revenues ...

Universal Logistics (ULH) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this trucking and logistics company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in ear ...

The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is JB Hunt (JBHT) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Transportation peers, we might be able to answer that question.JB Hunt is one of 114 individual stocks in the Transportation sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 0-51142 UNIVERSAL LOGISTICS HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of (I.R.S. Employer Incorporation or Organizat ...

分组1 - Universal Logistics (ULH) reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of a loss of $0.05 per share, representing an earnings surprise of +380.00% [1] - The company posted revenues of $385.43 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.48%, but down from $465.13 million year-over-year [2] - Universal Truckload shares have declined approximately 7.4% since the beginning of the year, compared to a 2.5% decline in the S&P 500 [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $383.3 million, and for the current fiscal year, it is $0.92 on revenues of $1.6 billion [7] - The Zacks Industry Rank indicates that the Transportation - Services sector is currently in the bottom 16% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8]

Exhibit 99.1 Warren, MI – March 13, 2026 — Universal Logistics Holdings, Inc. (NASDAQ: ULH) today reported consolidated fourth quarter 2025 net income of $3.7 million, or $0.14 per basic and diluted share, on total operating revenues of $385.4 million. For comparative purposes, Universal reported total operating revenues of $465.1 million, net income of $20.2 million, and $0.77 earnings per basic and diluted share for the corresponding period last year. In the fourth quarter 2025, Universal's operating inco ...

Core Insights - Universal Logistics Holdings, Inc. reported a net income of $3.7 million for Q4 2025, a significant decrease from $20.2 million in the same quarter of the previous year, with earnings per share dropping from $0.77 to $0.14 [1] - Total operating revenues for Q4 2025 were $385.4 million, down from $465.1 million year-over-year, reflecting a challenging market environment [1] - The company declared a quarterly dividend of $0.105 per share, payable on April 3, 2026 [1] Financial Performance - Q4 2025 operating income was $17.5 million, compared to $38.3 million in Q4 2024, resulting in an operating margin of 4.5%, down from 8.2% [1] - EBITDA for Q4 2025 was $57.1 million, with an EBITDA margin of 14.8%, compared to $73.5 million and 15.8% in the prior year [1] - The company’s total assets as of December 31, 2025, were $1.77 billion, with total liabilities of $1.23 billion [1] Segment Performance - Contract logistics segment revenues decreased by 12.6% to $268.6 million, with operating income of $23.2 million, down from $39.1 million [1] - Intermodal segment revenues fell by 27.9% to $52.7 million, resulting in an operating loss of $(10.6) million, compared to a loss of $(9.7) million in the previous year [1] - Trucking segment revenues decreased by 23.6% to $64.1 million, with operating income of $4.5 million, slightly up from $5.8 million year-over-year [1] Cash and Debt Position - As of December 31, 2025, the company held $26.8 million in cash and cash equivalents and $10.4 million in marketable securities [1] - Outstanding debt at the end of Q4 2025 was $802.3 million, with capital expenditures totaling $32.9 million during the quarter [1]

Market Overview - Global financial markets are experiencing significant volatility due to macroeconomic data and industry technological changes [1] - Investors are showing extreme caution ahead of key inflation data, leading to notable sell-off pressure across markets [1] - Precious metals, particularly gold and silver, have seen sharp declines, with gold dropping $160 to around $4920 per ounce and silver experiencing a double-digit percentage drop to $75 per ounce [1] Industry Impact - The impact of artificial intelligence (AI) is extending from the software sector to the logistics and transportation industry [2] - Traditional freight giants are facing severe setbacks, with Universal Logistics (ULH) down 10% and CH Robinson (CHRW) down over 14% following the announcement of AI freight scaling tools by Algorhythm Holdings (RIME) [2][5] - The technology sector is also underperforming, with Cisco Systems (CSCO) down 12% and Apple (AAPL) down 5%, contributing to a decline in the Nasdaq Composite Index [2][5] - Despite some companies seeing stock price increases of 30% due to AI announcements, the expectation of technological replacement is reshaping valuation logic and exacerbating the overall vulnerability of tech stocks [2][5] Labor Market and Monetary Policy - The latest non-farm payroll data for January shows an addition of 130,000 jobs, exceeding expectations by a factor of two, with the unemployment rate unexpectedly dropping to 4.3% [3][5] - Strong labor market data, combined with a projected year-on-year CPI inflation rate of only 2.5%, which remains above target, makes monetary policy easing unlikely in the near term [3][5] - The robust labor market and persistent inflation pressures create a closed loop, effectively blocking the possibility of the Federal Reserve initiating interest rate cuts in the short term [3][5] Future Outlook - Interest rate traders have reached a consensus that the Federal Reserve is likely to maintain interest rates in March [6] - Market confidence is expected to take time to rebuild amid multiple headwinds, including a $2 drop in oil prices due to oversupply concerns and ongoing declines in cryptocurrency [6] - As the next FOMC meeting is over a month away, the market will continue to digest inflation pressures and the industry pain caused by technological changes [6]

Core Insights - Universal Logistics Holdings reported a significant net loss of $74.8 million, or $2.84 per share, primarily due to an $81.2 million impairment charge related to customer relationships [1][2] - The company indicated potential for further impairments in a filing with the Securities and Exchange Commission [1] Financial Performance - Excluding the impairment charge, consolidated operating income was $7 million, reflecting an 85% decrease year-over-year [2] - Adjusted operating margin fell to 1.8%, down 910 basis points year-over-year [2] - Adjusted EBITDA decreased by 44% year-over-year to $43 million [2] - Consolidated revenue was $397 million, a 7% decline year-over-year [3] Segment Performance - The contract logistics unit generated $264 million in revenue, an 8% increase year-over-year, with value-added services revenue up 13% [4] - The unit's operating margin was 5.2%, down over 13 percentage points year-over-year [5] - Intermodal revenue decreased by 17% year-over-year to $65 million, with a $10.7 million adjusted operating loss [6] - The trucking unit reported $68 million in revenue, a 22% decline year-over-year, with a 5.8% operating margin, down 240 basis points year-over-year [7] Management Commentary - CEO Tim Phillips emphasized that despite the non-cash impairment charges, the core business model remains intact [2] - The company is focused on operational improvements in the intermodal segment to return it to profitability [6] - The strong demand for specialized heavy-haul services is helping to mitigate the impact of a weak trucking market [7]

Earnings Performance - Universal Logistics (ULH) reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, but down from $1.01 per share a year ago, indicating an earnings surprise of +33.33% [1] - The company posted revenues of $396.79 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 0.95% and down from $426.83 million year-over-year [2] Stock Performance - Universal Truckload shares have declined approximately 65.6% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current Zacks Rank for Universal Truckload is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $422.8 million, and for the current fiscal year, it is $1.00 on revenues of $1.6 billion [7] - The Transportation - Services industry is currently ranked in the bottom 10% of over 250 Zacks industries, which may negatively impact stock performance [8]