Universal Logistics (ULH) Q2 Earnings and Revenues Lag Estimates

Core Insights - Universal Logistics (ULH) reported quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.34 per share, and down from $1.17 per share a year ago, indicating a -5.88% earnings surprise [1] - The company posted revenues of $393.79 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.18%, and down from $462.16 million year-over-year [2] - Universal Truckload shares have declined approximately 40.5% since the beginning of the year, contrasting with the S&P 500's gain of 8.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.69 on revenues of $426.7 million, and for the current fiscal year, it is $1.95 on revenues of $1.65 billion [7] - The estimate revisions trend for Universal Truckload was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Transportation - Services industry, to which Universal Truckload belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]