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Universal Logistics Holdings, Inc. reported lower revenue but sharply higher profitability for the thirteen and twenty-six weeks ended July 4, 2026. Quarterly operating revenues fell 3.7% to $379.3 million, while net income rose to $26.2 million from $8.3 million a year earlier, with diluted EPS of $0.99 versus $0.32. For the first half, revenue declined to $746.9 million from $776.2 million, but net income increased to $22.7 million from $14.3 million, EPS $0.86 versus $0.54.
Results were driven by a $45.3 million gain on the sale of the Kearny, New Jersey facility to an affiliate, partially offset by a $3.9 million non-cash impairment on tractors and higher reserves for auto liability and legal matters. Intermodal revenue and margins weakened on lower rates and volumes, while contract logistics benefited from stronger value-added and dedicated programs. Cash from operations was $73.9 million in the first half, supporting debt reduction to $692.6 million and ongoing dividends of $0.105 per share quarterly.
Universal Logistics Holdings reported second quarter 2026 operating revenues of $379.3 million, income from operations of $45.1 million, net income of $26.2 million and GAAP earnings of $0.99 per basic and diluted share, compared with revenues of $393.8 million and earnings of $0.32 a year earlier. Results include a $45.3 million gain on the sale of Kearny, New Jersey real property, a $3.9 million non-cash tractor impairment and $12.3 million of legal charges, which in aggregate increased operating income by $29.1 million.
Excluding these items, adjusted income from operations was $16.0 million, with an adjusted operating margin of 4.2%, and adjusted diluted earnings were $0.16 per share. Adjusted EBITDA was $49.2 million, compared with $56.2 million one year earlier. Contract logistics revenues rose 4.2% to $271.4 million with a 9.1% margin. The intermodal segment generated revenues of $44.1 million and an operating loss of $10.4 million, while trucking revenues were $63.8 million with a 4.5% margin.
The board declared a quarterly cash dividend of $0.105 per share, payable October 1, 2026 to shareholders of record on September 1, 2026. As of July 4, 2026, the company held $20.3 million in cash and cash equivalents, had outstanding borrowings of $695.5 million with $238.8 million available under its $500 million revolving credit facility, and was in compliance with financial covenants.
Universal Logistics Holdings, Inc., through its subsidiary UTSI Finance, Inc., entered into and completed two related real estate agreements with Lakeshore Ventures LLC on June 24, 2026. UTSI sold a facility in Kearny, New Jersey to Lakeshore and received $38.0 million in cash consideration, subject to adjustments, along with all membership interests in Passaic Ventures LLC, which owns a facility in Newark, New Jersey.
Lakeshore is affiliated with the Company’s Chairman, Matthew T. Moroun, and director, Matthew J. Moroun. The transactions were reviewed and approved by the disinterested members of the Board of Directors, including all members of the Audit Committee.
UNIVERSAL LOGISTICS HOLDINGS, INC. Chief Financial Officer Michael H. Rogers reports beneficial ownership of 8,014 shares of restricted common stock. These shares vest in four equal annual installments on June 1 of 2027, 2028, 2029 and 2030, subject to his continued employment on each vesting date. The footnote explains that if he retires after age 63, any remaining unvested shares will continue to vest according to the original schedule.
Universal Logistics Holdings, Inc. reported weaker results for the thirteen weeks ended April 4, 2026. Operating revenues declined to $367.6 million from $382.4 million, reflecting softer freight demand in intermodal and trucking and lower fuel surcharges, partly offset by growth in contract logistics and value-added programs.
Income from operations fell to $4.8 million from $15.7 million, and the company posted a net loss of $3.5 million, or $(0.13) per diluted share, compared with net income of $6.0 million a year earlier. Intermodal revenues dropped sharply and the segment recorded a deeper operating loss, while contract logistics grew revenue but saw margin pressure from higher labor costs.
Universal generated $33.4 million of cash from operating activities and ended the quarter with $17.9 million of cash and $286.1 million of availability under its $500 million revolving credit facility, against total borrowings of about $754.7 million. The company continues to remediate a previously identified material weakness in internal control over financial reporting, and management maintained its regular quarterly dividend of $0.105 per share.
BELANGER GRANT EDWARD reported acquisition or exercise transactions in this Form 4 filing.
UNIVERSAL LOGISTICS HOLDINGS, INC. director Grant Edward Belanger received an award of 958 shares of common stock as part of his annual retainer for non-employee directors. The stock was valued at $13.04 per share for reporting purposes, bringing his direct holdings to 2,644 shares.
Universal Logistics Holdings, Inc. reported a first-quarter 2026 net loss of $3.5 million, or $(0.13) per share, on operating revenues of $367.6 million, down from net income of $6.0 million on $382.4 million a year earlier. Operating income fell to $4.8 million, and operating margin compressed to 1.3% from 4.1%, while EBITDA declined to $40.7 million with an 11.1% margin.
Contract logistics revenue grew 5.3% to $269.5 million but segment operating income dropped to $17.5 million and margin to 6.5%. The intermodal segment remained weak, with revenue down to $47.9 million and an operating loss of $(13.1) million. Trucking revenue slipped to $50.2 million with operating income of $0.6 million.
The Board declared a quarterly cash dividend of $0.105 per share, payable July 1, 2026 to holders of record on June 1, 2026. The company ended the quarter with $17.9 million in cash and $754.7 million of outstanding debt. Universal detailed an employment agreement for incoming CFO and Treasurer Michael H. Rogers, including a starting base salary of $425,100 rising to $500,000 in June 2027, a minimum 2026 cash bonus of $300,000, and an expected restricted stock award of about $127,500 vesting over four years.
The Board appointed director Michael A. Regan to the Audit Committee and affirmed his independence and audit committee financial expert status. At the annual meeting, stockholders elected nine directors, approved 2025 executive compensation on an advisory basis, and ratified Ernst & Young LLP as independent auditor for 2026.
Universal Logistics Holdings, Inc. announced a planned CFO transition. Long‑time Chief Financial Officer and Treasurer Jude M. Beres will resign effective May 29, 2026 to pursue opportunities outside the transportation and logistics industry, and will stay through that date to support an orderly handover.
The company’s Executive Committee has appointed Michael Rogers as the new Chief Financial Officer and Treasurer, effective June 1, 2026, with Board ratification expected at its next meeting. Rogers brings roughly three decades of finance leadership experience at Ford Motor Company and currently serves as CFO of Conlan Tire Co., Hercules Materials Holdings LLC and affiliates.
His compensation package includes an initial annual base salary of $425,100, increasing to $500,000 in June 2027, a minimum 2026 cash bonus of $300,000, and eligibility for a restricted stock award valued at about $127,500, vesting over four years. The parties are finalizing a definitive employment agreement and related equity award documents.
Universal Logistics Holdings, Inc. is holding its 2026 annual stockholder meeting on April 29, 2026 in Warren, Michigan. Stockholders of record as of March 13, 2026 will vote on electing nine directors, approving on a non-binding basis executive compensation, and ratifying Ernst & Young LLP as independent auditor for fiscal 2026.
The proxy details a controlled-company structure under NASDAQ rules, with Moroun family trusts holding 72.9% of common stock through trustee and special trustee arrangements, and FMR LLC owning 15.0%. It explains board and committee composition, director independence, ESG oversight, related-party transactions with Moroun-affiliated entities, and a largely discretionary, performance-focused pay program for CEO Tim Phillips and CFO Jude Beres that blends salary, annual cash bonuses, and time-based restricted stock under the 2024 Equity Incentive Plan.