Every material Form 8-K UNIVERSAL LOGISTICS HOLDINGS, INC. has filed with the SEC since July 31, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Universal Logistics Holdings reported third-quarter 2026 operating revenues of $394.0 million, down from $396.8 million a year earlier, and net income of $18.1 million, or $0.69 per diluted share, compared with a net loss of $117.9 million last year that included $124.4 million in non-cash impairment charges. The board also declared a quarterly dividend of $0.105 per share, payable January 6, 2027, and the company extended its revolving credit facility through September 30, 2029.
Q3 2026 operating revenues of $394.0 million vs. $396.8 million in Q3 2025; income from operations of $32.8 million vs. a loss of $117.4 million
Diluted EPS of $0.69 vs. a loss of $4.48 a year earlier; prior-year results included $124.4 million in impairment charges
Revolving credit facility reduced from $500.0 million to $350.0 million and extended to September 30, 2029; Debt - net of $678.1 million at October 3, 2026
Cash dividend of $0.105 per share, record date December 1, 2026, payable January 6, 2027
Universal Logistics Holdings' subsidiaries signed a Fourth Amendment to their credit agreement with KeyBank on September 29, 2026. The amendment extends the facility's maturity to September 30, 2029 and lowers aggregate revolving commitments from $500.0 million to $350.0 million, while allowing an uncommitted increase of up to $150.0 million.
Maturity extended from September 30, 2027 to September 30, 2029
Aggregate revolving commitments reduced from $500.0 million to $350.0 million
Accordion feature allows up to $150.0 million in increases, subject to conditions and lender commitments
Interest-rate margins and unused commitment fees tied to revised leverage-based pricing grids
Universal Logistics reported second-quarter 2026 results for the thirteen weeks ended July 4, 2026. Revenue fell to $379.3 million from $393.8 million, while GAAP earnings rose to $0.99 per share from $0.32, helped by a $45.3 million gain on a property sale; excluding that gain and certain charges, adjusted EPS was $0.16 versus $0.32 a year earlier. The board also declared a $0.105 per share quarterly dividend.
Operating revenues were $379.3 million, compared with $393.8 million in the second quarter of 2025.
GAAP income from operations was $45.1 million, including a $45.3 million gain on the sale of Kearny, New Jersey property and $12.3 million of legal charges.
Adjusted EPS was $0.16 versus $0.32; adjusted EBITDA was $49.2 million versus $56.2 million.
Intermodal segment revenue fell 36.0% to $44.1 million and posted an operating loss of $(10.4) million.
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