Filing Flows › Universal Logistics Holdings (ULH) › Q3 2026 › vs Q3 2025
Universal Logistics Holdings (ULH) Q3 2026 vs Q3 2025 (year over year)
Universal Logistics Holdings's revenue fell $2.7M (-0.7%) from $397M in Q3 2025 to $394M in Q3 2026. The biggest changes: Intermodal services −$11.9M (-19%); Value-added services +$4.9M (+3%); Brokerage services +$3.1M (+17%). Operating margin 8.3% against -29.6% (+37.9 pts).
Universal Logistics Holdings, Q3 2026: revenue $394M (-0.7% year over year), operating margin 8.3%, net earnings $18.1M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 8.3% | -29.6% | +37.9 pts |
| Net margin | 4.6% | -29.7% | +34.3 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Value-added services | $183M | $178M | $4.9M | +3% |
| Dedicated services | $88.8M | $86.2M | $2.7M | +3% |
| Intermodal services | $52.1M | $64.0M | −$11.9M | -19% |
| Truckload services | $48.9M | $50.4M | −$1.5M | -3% |
| Brokerage services | $21.1M | $18.0M | $3.1M | +17% |
| Revenue | $394M | $397M | −$2.7M | -0.7% |
| Operating profit | $32.8M | −$117M | $150M | — |
| Costs & expenses | $361M | $514M | −$153M | -30% |
| Pre-tax earnings | $24.0M | −$127M | $151M | — |
| Other expense, net | $8.7M | $9.2M | −$408K | -4% |
| General & admin | $14.5M | $13.6M | $867K | +6% |
| Other operating costs | $347M | $501M | −$154M | -31% |
| Net earnings | $18.1M | −$118M | $136M | — |
| Income tax | $5.9M | −$8.6M | $14.5M | — |
Questions
How much did Universal Logistics Holdings's revenue grow year over year in Q3 2026?
Universal Logistics Holdings's revenue fell $2.7M (-0.7%) from $397M in Q3 2025 to $394M in Q3 2026.
What drove Universal Logistics Holdings's revenue change in Q3 2026?
Intermodal services −$11.9M (-19%); Value-added services +$4.9M (+3%); Brokerage services +$3.1M (+17%).