Universal Logistics Reports Q4 2025 Results, Declares Dividend

Company sees mixed performance across service segments, focuses on cost-saving initiatives

Mar. 13, 2026 at 9:21pm

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Universal Logistics Holdings, Inc. reported consolidated fourth quarter 2025 net income of $3.7 million, or $0.14 per share, on total operating revenues of $385.4 million. The company's operating income was $17.5 million, compared to $38.3 million in the prior-year quarter, while EBITDA was $57.1 million, down from $73.5 million a year earlier.

Why it matters

Universal's results reflect ongoing challenges in the transportation and logistics industry, with its intermodal segment underperforming. The company is focused on driving efficiencies and executing cost-saving initiatives to support profitable growth, as it navigates muted market conditions.

The details

Universal's contract logistics segment saw revenues decrease 12.6% to $268.6 million, reflecting the absence of revenues from a specialty development project in Stanton, Tennessee that was completed in the prior-year quarter. The intermodal segment's revenues fell 27.9% to $52.7 million due to lower load volumes and reduced pricing. Trucking segment revenues declined 23.6% to $64.1 million.

  • Universal reported its fourth quarter 2025 results on March 13, 2026.
  • The company's Board of Directors declared a cash dividend of $0.105 per share, payable on April 3, 2026 to shareholders of record as of March 23, 2026.

The players

Universal Logistics Holdings, Inc.

A holding company whose subsidiaries provide a variety of customized transportation and logistics solutions throughout the United States and in Mexico and Canada.

Tim Phillips

Universal's CEO.

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What they’re saying

“The fourth quarter of 2025 yielded mixed results within our service portfolio. Our contract logistics and trucking segments performed in line with expectations, while underperformance in intermodal remained a meaningful headwind to our overall results. We remain focused on driving efficiencies in our operations and executing cost-saving initiatives across the organization to support profitable growth.”

— Tim Phillips, CEO

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This report highlights the ongoing challenges facing the transportation and logistics industry, with Universal Logistics needing to focus on cost-saving measures and operational efficiencies to navigate muted market conditions and maintain profitability.