Universal Logistics Holdings (NASDAQ:ULH) Q2 2025 Earnings Fall Short of Analyst Estimates Amid Sector Challenges

Universal Logistics Holdings (NASDAQ:ULH) reported its second-quarter 2025 financial results, falling short of analyst expectations on both revenue and earnings per share (EPS). The company’s performance reflects ongoing challenges in the logistics sector, with a notable decline compared to the same period last year.

Key Financial Highlights

• Revenue Miss: The company posted Q2 2025 operating revenues of $393.8 million, below the consensus estimate of $402.5 million. This represents a 14.8% decline from the prior year’s $462.2 million.
• EPS Below Estimates: Net income came in at $8.3 million, or $0.32 per share, missing the projected $0.34 per share. This is a sharp drop from Q2 2024’s $1.17 EPS.
• Year-over-Year Decline: Both revenue and earnings saw significant contractions, likely due to softer freight demand, pricing pressures, or operational inefficiencies.

Market Reaction

The stock has shown mixed performance in recent weeks:

• Flat After-Hours Movement: Following the earnings release, shares remained unchanged in after-hours trading, suggesting a neutral initial reaction.
• Recent Gains: Over the past month, ULH has risen 8.86%, while the one-week performance shows a 4.82% increase. This indicates some investor optimism ahead of earnings, though the lack of post-earnings movement suggests the results were largely anticipated.

Analyst Expectations for Future Quarters

Looking ahead, analysts project:

• Q3 2025 Revenue: $430.97 million, with an estimated EPS of $0.70.
• Full-Year 2025 Revenue: $1.66 billion, with EPS forecasted at $1.97.
  The company did not provide explicit guidance in the press release, leaving investors to rely on external estimates.

Press Release Summary

The earnings announcement highlighted:

• A dividend declaration, signaling confidence in liquidity despite weaker earnings.
• No major operational updates beyond financial figures, suggesting management is focused on cost control rather than expansion.

For a deeper dive into Universal Logistics Holdings’ earnings trends and future estimates, visit the earnings and estimates page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.