8-K current report · filed May 1, 2026

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) 8-K Current Report: May 1, 2026

Item 2.02Item 5.02Item 5.07Item 7.01Item EX-99.1ULH overview

Short answer

UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) filed an 8-K current report with the SEC on May 1, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 5.02 (Departure/Election of Directors or Officers), Item 5.07 (Submission of Matters to a Vote of Security Holders), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Earnings release covers 13 weeks ended April 4, 2026.

UNIVERSAL LOGISTICS HOLDINGS, INC. 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Earnings release covers 13 weeks ended April 4, 2026
  • Financial and operating results furnished in Exhibit 99.1
  • Investors should review Exhibit 99.1 for revenue, profitability, and operating metrics

Item 5.02 · Departure/Election of Directors or Officers

  • Michael H. Rogers appointed CFO and Treasurer effective June 1, 2026
  • Base salary $425,100, increasing to $500,000 in June 2027 subject to continued employment
  • 2026 minimum cash bonus $300,000 payable October 2026, contingent on continued employment
  • Restricted stock award valued approximately $127,500, vesting 25% annually over four years
  • Michael A. Regan appointed Audit Committee member; Nasdaq-independent and designated audit committee financial expert

Item 5.07 · Submission of Matters to a Vote of Security Holders

  • Stockholders reelected all 9 directors, with support ranging from 20,108,850 to 25,493,027 votes
  • Director opposition concentrated on Matthew T. Moroun, with 5,795,226 withheld votes
  • Executive compensation approved advisory basis, with 25,683,675 for and 176,542 against
  • Ernst & Young ratified as 2026 independent auditor, with 26,082,205 for and 3,591 against
  • 196,327 broker non-votes affected director and compensation proposals

Item 7.01 · Regulation FD Disclosure

  • Quarterly cash dividend of $0.105 per common share declared
  • Payment scheduled for July 1, 2026 to shareholders of record June 1, 2026
  • Dividend declaration signals continued shareholder-return commitment

Item EX-99.1 · Exhibit EX-99.1

  • Q1 2026 revenue $367.6M, down from $382.4M; net loss $(3.5)M versus $6.0M profit
  • Operating margin fell to 1.3% from 4.1%; EBITDA margin declined to 11.1% from 13.5%
  • Intermodal revenue dropped 32.3% to $47.9M, with operating loss widening to $(13.1)M and margin reaching (27.4)%
  • Contract logistics revenue rose 5.3% to $269.5M, but operating income fell to $17.5M from $23.9M
  • Dividend maintained at $0.105 per share, payable July 1, 2026; debt $754.7M versus $17.9M cash

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