Universal Logistics

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus expectations across the bottom line, despite a slight revenue miss ($379.3M vs. $380.4M expected). Diluted EPS of $0.99 far outperformed the $0.13 mean estimate, primarily driven by a $45.3M one-time gain from the sale of the Kearny Facility. While the Contract Logistics segment showed resilience with 9.1% margins, the Intermodal segment remained a significant drag, posting a loss of $10.4M due to persistent softness in freight demand and pricing.