earnings
confidence high
sentiment negative
materiality 0.82
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH): restructuring charge — Universal Logistics Q3 net loss $74.8M, EPS $(2.84); $81.2M impairment charge
UNIVERSAL LOGISTICS HOLDINGS, INC.
2025-Q3 EPS reported
-$2.29
revenue$1,172,970,000
- Non-cash impairment of $81.2M in intermodal segment: $58M goodwill, $23.2M customer lists.
- Q3 revenue $396.8M (down 7% YoY); adjusted operating margin 1.8% vs 10.9% prior year.
- Contract logistics revenue up 7.8% to $264.4M; intermodal revenue down 16.7% to $64.7M.
- Declares $0.105 per share dividend, payable Jan 2, 2026 to holders of record Dec 1, 2025.
- Q4 2025 guidance: revenue $365-385M, operating margins 4-6%, EBITDA margins 12-14%.