Short answer
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) filed its Q3 2026 10-Q quarterly report on Aug 13, 2026 for the quarter ended Jul 4, 2026. Quarterly revenue was $379M (down 3.7% year over year) with net income of $26M.
Q3 2026 key financials · XBRL
- Revenue
- $379M
- −3.7% YoY · +3.2% QoQ
- Net income
- $26M
- +214.9% YoY · +845.8% QoQ
- Operating margin
- 11.9%
- EPS (diluted)
- $0.99
- +219.4% YoY · +861.5% QoQ
Source: XBRL data from the UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) Q3 2026 10-Q on SEC EDGAR. USD.
UNIVERSAL LOGISTICS HOLDINGS, INC. Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Q2 revenue $379.3M, down 3.7% YoY from $393.8M; intermodal declines offset by contract logistics growth
- Net income $26.2M, 6.9% margin vs $8.3M, 2.1% YoY
- Best segment contract logistics revenue $271.4M, operating margin 9.1% vs 8.4% YoY
- Worst segment intermodal revenue $44.1M vs $68.9M, operating margin (23.7)% vs (8.2)% YoY
- Borrowings $695.5M vs $798.6M; outlook pressured by uneven freight demand, elevated costs and tariffs
Risk Factors
- New legal risk triggered by May 14, 2026 Supreme Court decision in Montgomery v. Caribe Transport II
- Broker negligence claims may bypass federal preemption under varying state-law standards
- Accident claims risk higher defense costs, settlements, judgments, premiums, and self-insured retentions
- Third-party carrier accidents may create liability despite no vehicle ownership or driver employment
- Insurance coverage and contractual indemnification may be insufficient or excluded
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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