Universal Logistics reports Q3 net loss of $74.8 mln
Universal Logistics reported a Q3 net loss of $74.8 million, primarily due to $81.2 million in impairment charges. The company declared a quarterly dividend of $0.105 per share and expects Q4 2025 revenue between $365 million and $385 million, with operating margins of 4% to 6%. The trucking segment saw a 22.2% revenue decline despite strong demand. Analysts rate the stock as a 'hold' with a 12-month price target of $24.00, reflecting a potential upside of 34.2% from its recent closing price of $15.80.
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Overview
- Company reports Q3 net loss of $74.8 mln, impacted by $81.2 mln impairment charges
- Universal declares quarterly dividend of $0.105 per share
Outlook
- Universal expects Q4 2025 revenue between $365 mln and $385 mln
- Company anticipates Q4 2025 operating margins of 4% to 6%
- Universal projects Q4 2025 EBITDA margins between 12% and 14%
Result Drivers
- IMPAIRMENT CHARGES - Q3 results impacted by $81.2 mln non-cash impairment charges in intermodal segment
- TRUCKING SEGMENT DECLINE - Revenues decreased 22.2% in trucking segment, despite strong demand for heavy-haul services
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q3 $396.80
Operatin mln
g
Revenue
Q3 EPS -$2.84
Q3 Net -$74.8
Income mln
Analyst Coverage
- The one available analyst rating on the shares is “hold”
- The average consensus recommendation for the ground freight & logistics peer group is “buy.”
- Wall Street’s median 12-month price target for Universal Logistics Holdings Inc is $24.00, about 34.2% above its November 5 closing price of $15.80
- The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
