UNIVERSAL LOGISTICS HOLDINGS, INC. Reports Material Event

Universal Logistics Holdings (ULH) disclosed it will record a material non-cash impairment charge related to certain intangible assets in its intermodal segment in connection with preparing financial statements for the quarter ended September 27, 2025.

Rhea-AI Filing Summary

Universal Logistics Holdings (ULH) disclosed it will record a material non-cash impairment charge related to certain intangible assets in its intermodal segment in connection with preparing financial statements for the quarter ended September 27, 2025.

The company is finalizing the calculation of the impairment amount and will file an amendment once the estimate is determined. ULH also postponed the planned release of its third-quarter results, previously scheduled for October 23, 2025, and delayed the investor conference call previously set for October 24, 2025. A new date for the earnings release and call will be announced after the financial reporting process is complete.

Insights

Equity analyst — transports & logistics

Material non-cash impairment triggers Q3 earnings delay.

ULH plans to record a material non-cash impairment on certain intermodal intangible assets tied to Q3 financials for September 27, 2025. Impairments reduce reported earnings but do not directly use cash. The specific amount was not provided; an amendment will supply the estimate.

Management also postponed the Q3 earnings release formerly set for October 23, 2025 and its call on October 24, 2025. The delay reflects additional procedures to calculate the impairment.

The impact on reported net income will depend on the final impairment estimate disclosed in the forthcoming amendment. Subsequent filings may provide the precise charge and revised reporting dates.

8-K Event Classification

3 items: 2.06, 7.01, 9.01

3 items

Item 2.06 Material Impairments Financial

The company concluded that a material charge for impairment of assets (goodwill, intangibles, etc.) is required.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/23/2025 - 05:15 PM EDT Learn about SEC filing dates

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 21, 2025

Universal Logistics Holdings, Inc.

(Exact name of Registrant as Specified in Its Charter)

Nevada			0-51142	38-3640097
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
12755 E. Nine Mile Road
Warren, Michigan				48089
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: 586 920-0100

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, no par value		ULH		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.06 Material Impairments.

On October 21, 2025, the Audit Committee of the Board of Directors of Universal Logistics Holdings, Inc. (the “Company”) concluded that the Company will record a material non-cash impairment charge related to certain intangible assets associated with the Company’s intermodal segment in connection with the preparation of its financial statements for the third quarter ended September 27, 2025.

The Company is currently in the process of finalizing the calculation of the estimated amount or range of this impairment charge, and such estimate is not yet available. The Company will file an amendment to this Current Report on Form 8-K once the estimate of the impairment charge is determined.

Item 7.01 Regulation FD Disclosure.

The Company also announced that it has postponed the release of its financial results for the third quarter ended September 27, 2025, which was previously scheduled for October 23, 2025. The delay is to allow additional time to complete certain financial reporting procedures related to the calculation of the impairment charge described above. The Company also announced that it is postponing the investor conference call originally scheduled for October 24, 2025 at 10:00 a.m. ET.

The Company will announce a new date and time for the issuance of its earnings release and conference call once the financial reporting process is complete.

The information in this Item 7.01 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

104 Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			UNIVERSAL LOGISTICS HOLDINGS, INC.
Date:	October 23, 2025	By:	/s/ Steven Fitzpatrick
			Steven Fitzpatrick Secretary