Universal Logistics Q2 revenue falls 14.8%, EPS drops to $0.32

Overview

• Universal Logistics Q2 2025 revenue falls 14.8% to $393.8 mln

• EPS drops to $0.32 from $1.17 in Q2 2024

• Co declares quarterly dividend of $0.105 per share

Outlook

• Company remains committed to long-term growth initiatives amid weak freight backdrop

• Universal Logistics highlights strategic advantage of contract logistics segment

• Company sees progress in profitability initiatives for intermodal segment

Result Drivers

• CONTRACT LOGISTICS - Revenues decreased slightly by 1.1%, but segment maintained positive operating margin of 8.4%

• INTERMODAL CHALLENGES - Segment underperformed with a 13.5% revenue decline, though losses narrowed compared to last year

• TRUCKING DECLINE - Revenues fell 29.9% with a significant drop in load volumes, impacting operating income

Key Details

Analyst Coverage

• The one available analyst rating on the shares is "hold"

• The average consensus recommendation for the ground freight & logistics peer group is "buy."

• Wall Street's median 12-month price target for Universal Logistics Holdings Inc is $29.00, about 5.7% above its July 23 closing price of $27.34

• The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPn1Lhkg1a