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Universal Logistics Holdings (ULH) Q3 2026 earnings results (third quarter 2026)

8-K filed Oct 29, 2026

Universal Logistics Holdings (ULH) reported revenue of $394M for the third quarter 2026 (Q3 2026), -0.7% from a year earlier and +4% from the quarter before. Operating margin was 8.3%, net earnings $18.1M (4.6% of revenue).

Revenue$394M
Year over year-0.7%
Quarter over quarter+4%
Operating margin8.3%
Net earnings$18.1M

Universal Logistics Holdings, Q3 2026: revenue $394M (-0.7% year over year), operating margin 8.3%, net earnings $18.1M. The chart follows the revenue to costs, profit and cash.

Q3 2026AmountQ/QY/Y
Revenue$394M+4%-0.7%
Operating profit$32.8M-27%—
Net earnings$18.1M-31%—

What changed

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%.

Questions

What was Universal Logistics Holdings' revenue in the third quarter 2026?

Universal Logistics Holdings (ULH) reported revenue of $394M for the third quarter 2026 (Q3 2026), -0.7% from a year earlier and +4% from the quarter before.

Was Universal Logistics Holdings profitable in the third quarter 2026?

Operating profit was $32.8M (8.3% of revenue) and net earnings $18.1M.

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Source: Universal Logistics Holdings 8-K on SEC EDGAR.