Filing Flows › Industrials › Universal Logistics Holdings (ULH)
Universal Logistics Holdings (ULH) earnings and revenue breakdown
Latest: Q3 2026 · 8-K filed Oct 29, 2026
Q3 2026 Revenue down 1% year over year to $394M · 5¢ of every $1 of revenue kept as net profit · operating margin 8.3%
Universal Logistics Holdings made $394M in Q3 2026 (-0.7% Y/Y): Value-added services $183M, Dedicated services $88.8M, Intermodal services $52.1M. Operating margin 8.3%, net earnings $18.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 8-K filed Oct 29, 2026 (preliminary, from the earnings release).
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What changed this quarter
Revenue was $394.0M in Q3 2026, down 1% year over year and up 4% from the previous quarter. Value-added services was the largest line at 46% of revenue. Intermodal services lost $11.9M year over year (down 19%), 435% of the total change.
Operating profit was $32.8M, a 8.3% margin (up 37.9 points year over year). Total costs fell 30% while revenue fell 1%. Net earnings were $18.1M. The effective tax rate was 24.5%.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8-K | Oct 29, 2026 | $394M | -0.7% | 8.3% | $18.1M | — |
| Q2 2026 | 10-Q | Aug 13, 2026 | $379M | — | 11.9% | $26.2M | $40.5M |
| Q1 2026 | 10-Q | May 14, 2026 | $368M | -4% | 1.3% | −$3.5M | $33.4M |
| Q4 2025 | 10-K | Mar 16, 2026 | $385M | -17% | 4.5% | $3.7M | $47.1M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $397M | -7% | -29.6% | −$118M | $25.9M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $394M | -15% | 5.1% | $8.3M | $25.7M |
| Q1 2025 | 10-Q | May 8, 2025 | $382M | -22% | 4.1% | $6.0M | $84.3M |
Charts
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- GM — 25% of its revenue · Stated in 10-K (sentence) · source
- F — 20% of its revenue · Stated in 10-K (sentence) · source
About Universal Logistics Holdings
Universal Logistics Holdings, Inc. is a holding company whose subsidiaries provide customized transportation and logistics solutions across North America and select international markets. Through our operating subsidiaries, we deliver an integrated portfolio of transportation and logistics services designed to support customers throughout their supply chains, including value-added, dedicated, intermodal and trucking services. Our operations primarily serve customers in the automotive, industrial, retail, consumer goods, energy, and metals sectors.
In its own words, from its 10-K, filed Mar 16, 2026.
Universal Logistics Holdings against its Trucking (No Local) peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -0.7% against the peers' median +16%. Operating margin: 8.3% against the peers' median 6.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ULH Universal Logistics Holdings | Q3 2026 | $394M | -0.7% | 8.3% |
| JBHT Hunt J B Transport Services | Q3 2026 | $3.7B | +20% | 6.7% |
| KNX Knight-Swift Transportation Holdings | Q3 2026 | $2.2B | +14% | 8.1% |
| ODFL Old Dominion Freight Line | Q3 2026 | $1.6B | +13% | 28.5% |
| SNDR Schneider National | Q3 2026 | $1.6B | +9% | 3.9% |
| LSTR Landstar System | Q3 2026 | $1.5B | +25% | 4.3% |
| ARCB Arcbest | Q3 2026 | $1.2B | +16% | 6.1% |
| SAIA Saia | Q3 2026 | $982M | +17% | 12.4% |
| WERN Werner Enterprises | Q3 2026 | $951M | +23% | 1.8% |
Source: Universal Logistics Holdings 8-K on SEC EDGAR · CIK 1308208 · Trucking (No Local)
13F: who owns ULH and who is buying
More on ULH
- How Universal Logistics Holdings makes money: revenue by segment
- Universal Logistics Holdings next earnings date and what analysts expect
- Universal Logistics Holdings stock forecast, price target and fair value
- Who owns Universal Logistics Holdings stock: holders, funds and Congress trades
- Is Universal Logistics Holdings a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results