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How Universal Logistics Holdings (ULH) makes money
Universal Logistics Holdings (ULH) made $394M of revenue in the third quarter 2026 (Q3 2026), -0.7% from a year earlier. Value-added services brought in $183M (46%); Dedicated services brought in $88.8M (23%); Intermodal services brought in $52.1M (13%). Of every dollar of revenue, 8¢ was left as operating profit, 5¢ was left as net earnings.
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Value-added services | $183M | 46.5% | — | +3% |
| Dedicated services | $88.8M | 22.5% | — | +3% |
| Intermodal services | $52.1M | 13.2% | — | -19% |
| Truckload services | $48.9M | 12.4% | — | -3% |
| Brokerage services | $21.1M | 5.4% | — | +17% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $394M | 100.0% |
| Operating profit | $32.8M | 8.3% |
| Income tax | $5.9M | 1.5% |
| Net earnings | $18.1M | 4.6% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $394M | -0.7% |
| Q2 2026 | $379M | — |
| Q1 2026 | $368M | -4% |
| Q4 2025 | $385M | -17% |
| Q3 2025 | $397M | -7% |
| Q2 2025 | $394M | -15% |
| Q1 2025 | $382M | -22% |
From Universal Logistics Holdings' 8-K filed Oct 29, 2026 (on EDGAR).
Questions
How does Universal Logistics Holdings make money?
Universal Logistics Holdings (ULH) made $394M of revenue in the third quarter 2026 (Q3 2026), -0.7% from a year earlier. Value-added services brought in $183M (46%); Dedicated services brought in $88.8M (23%); Intermodal services brought in $52.1M (13%). Of every dollar of revenue, 8¢ was left as operating profit, 5¢ was left as net earnings.
What is Universal Logistics Holdings' biggest business?
Value-added services: $183M in the third quarter 2026, 46% of revenue, +3% from a year earlier.
What is Universal Logistics Holdings' profit margin?
Net earnings were $18.1M, 4.6% of revenue, in the third quarter 2026; the operating margin was 8.3%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.