环球物流控股(ULH)
icon
搜索文档
Universal Logistics Holdings, Inc. Unveils Electric Vehicles into its Intermodal Fleet for Sustainable Logistics in Southern California
Prnewswire· 2024-08-03 05:04
WARREN, Mich., Aug. 2, 2024 /PRNewswire/ -- Universal Logistics Holdings, Inc. (NASDAQ: ULH) announces the integration of the 2025 Peterbilt 579EV into its fleet as a part of our ongoing sustainability initiatives. Universal Intermodal Services, Inc., a subsidiary of Universal Logistics Holdings, Inc., is poised to use these electric vehicles to reduce its carbon footprint throughout Southern California. Universal's 2025 Peterbilt 579EV John Wroby, President of Universal Intermodal Services, Inc. stated ...
Universal(ULH) - 2024 Q2 - Earnings Call Transcript
2024-07-27 00:15
财务数据和关键指标变化 - 公司第二季度收入为4.622亿美元,同比增长12% [6] - 每股收益为1.17美元,同比增长30% [22] - 营业利润率为10.2%,同比提升1.4个百分点 [23] - EBITDA为8.48亿美元,同比增长52% [23] 各条业务线数据和关键指标变化 合同物流业务 - 收入增长26.2%至2.636亿美元 [8] - 运营利润率达20.1%,同比提升4.4个百分点 [26] - 管理的增值项目数量保持在68个,与上年同期持平 [8][35] 铁路运输业务 - 收入下降14.8%至7.81亿美元 [13] - 运量下降4.1%,运价下降5.9% [13] - 运营亏损8.3百万美元,上年同期亏损20万美元 [29] 卡车运输业务 - 收入增长12.6%至9.14亿美元 [11] - 每票收入增长28.5%,但运量下降11.1% [11] - 运营利润率为4.8%,同比下降0.6个百分点 [30] 公司管理的货运代理业务 - 收入下降4.9%至2.81亿美元 [15] - 每票收入下降21.9%,但运量增长20.1% [15] - 运营亏损2.2百万美元,上年同期亏损80万美元 [31] 各个市场数据和关键指标变化 - 汽车行业前景积极,6月SAAR为1.53万辆,全年预计为1.59万辆 [10] - 重卡产量保持稳定,预计全年将有大量积压订单 [11] - 普通干线运输市场持续疲软,平板车运量再次下降,运价未见预期上涨 [12] - 铁路运输市场仍面临重大挑战,但6月业绩有所改善,成本控制措施初见成效 [13][14] - 货运代理市场竞争激烈,预计直到2026年过剩产能消化完毕前难以复苏 [15][16] 公司战略和发展方向及行业竞争 - 公司将继续通过并购拓展新市场、获取新客户,但保持谨慎和纪律 [17][18] - 公司正积极探索现有客户的交叉销售机会,利用多元化服务提升客户价值 [19] - 公司合同物流业务覆盖多个行业,包括航空航天、国防、农业等,发掘新机会 [19] 管理层对经营环境和未来前景的评论 - 公司多元化业务模式在任何环境下都能发挥抗风险能力 [20] - 对2024年下半年及未来保持乐观态度 [21] - 铁路运输和货运代理业务仍面临挑战,公司正采取措施优化业务 [13][14][15][16] - 卡车运输业务中的专项重型运输业务将成为公司的长期增长点 [11][12] 其他重要信息 - 公司宣布派发每股0.105美元的季度股息 [34] - 2024年第三季度预计收入为4.5-4.75亿美元,利润率为9%-11% [33] - 2024年全年资本支出预计为3.15-3.3亿美元,利息费用为3-3.2亿美元 [33] 问答环节重要的提问和回答 问题1 **Bruce Chan 提问** 询问合同物流业务中项目数量下降的原因 [35] **Tim Phillips 回答** 这只是正常的合同到期导致项目数量波动,公司正在努力补充新的项目 [36][40] 问题2 **Bruce Chan 提问** 询问二手卡车残值下降对公司未来卡车业务的影响 [41] **Jude Beres 回答** 公司将更谨慎地评估卡车残值,行业普遍存在过剩产能问题,这可能影响未来卡车需求 [42] 问题3 **Bruce Chan 提问** 询问铁路运输业务与西海岸港口进口量增长的差异 [43] **Tim Phillips 和 Jude Beres 回答** 公司已看到从西海岸进入芝加哥的铁路运输量有所增加,但整体市场仍然疲软,公司对下半年保持谨慎乐观 [44][45]
Universal Logistics (ULH) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2024-07-26 06:55
Universal Logistics (ULH) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $0.90 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.63%. A quarter ago, it was expected that this trucking and logistics company would post earnings of $0.73 per share when it actually produced earnings of $1.99, delivering a surprise of 172.60%.Over the last f ...
Universal(ULH) - 2024 Q2 - Quarterly Results
2024-07-26 04:21
财务业绩 - 第二季度2024年营业收入为4.622亿美元,同比增长12.0%[2] - 第二季度2024年营业利润为4.71亿美元,同比增长29.4%[2] - 第二季度2024年每股收益为1.17美元,同比增长30.0%[2] - 公司EBITDA为8,481万美元,EBITDA利润率为18.4%[6][7] - 公司净利润为3,073万美元,较上年同期增加30.4%[6] 业务表现 - 合同物流业务第二季度2024年营业收入为2.636亿美元,同比增长26.2%,营业利润率为20.1%[6][7] - 铁路联运业务第二季度2024年营业收入为7810万美元,同比下降14.8%,营业利润率为-10.6%[8][9] - 卡车运输业务第二季度2024年营业收入为9140万美元,同比增长12.6%,营业利润率为4.8%[10] - 公司管理的货运代理业务第二季度2024年营业收入为2810万美元,同比下降4.9%,营业利润率为-7.9%[11] - 公司合同物流业务收入为2.64亿美元,较上年同期增加26.2%[3] - 公司公司管理型经纪业务的平均每票货运收入为1,249美元,较上年同期下降21.9%[3] 财务状况 - 截至2024年6月29日,公司持有现金和现金等价物750万美元,有价证券1160万美元,总债务4.878亿美元[13] - 公司总负债为8.63亿美元,较上年同期增加19.6%[1] - 公司总股东权益为6.09亿美元,较上年同期增加14.4%[1] - 公司利息费用净额为688.3万美元,较上年同期增加34.4%[6] - 公司折旧费用为3,205.2万美元,较上年同期增加100.5%[6] - 公司摊销费用为475.7万美元,较上年同期增加49.6%[6] 其他 - 宣布每股0.105美元的季度股息[12] - 公司合同物流业务的平均直接增值员工人数为5,230人,较上年同期减少6.1%[2]
Universal Logistics Holdings to Report Second Quarter 2024 Earnings on Thursday, July 25, 2024
Prnewswire· 2024-07-12 04:49
WARREN, Mich., July 11, 2024 /PRNewswire/ -- Universal Logistics Holdings, Inc. (NASDAQ: ULH) announced today the planned release of second quarter 2024 financial results after the market closes on Thursday, July 25, 2024. The company's quarterly earnings conference call will be held Friday, July 26, 2024 at 10:00 a.m. Eastern Time. Quarterly Earnings Conference Call Dial-in Details: Time:  10:00 a.m. Eastern TimeDate:  Friday, July 26, 2024Call Toll Free:  (800) 836-8184International Dial-in:  +1 (646) 357 ...
Universal(ULH) - 2024 Q1 - Earnings Call Transcript
2024-04-27 00:05
Universal Logistics Holdings, Inc. (NASDAQ:ULH) Q1 2024 Earnings Conference Call April 26, 2024 10:00 AM ET Company Participants Tim Phillips - Chief Executive Officer Jude Beres - Chief Financial Officer Conference Call Participants Bruce Chan - Stifel Operator Hello, and welcome to Universal Logistics Holdings First Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. [Operator Instructions] A brief question-and-answer session will follow the formal presentation ...
Universal(ULH) - 2024 Q1 - Quarterly Results
2024-04-26 04:34
Exhibit 99.1 Universal Logistics Holdings Reports First Quarter 2024 Financial Results; Declares Dividend - First Quarter 2024 Operating Revenues: $491.9 million, up 12.5% - First Quarter 2024 Operating Income: $75.1 million, up $36.9 million - First Quarter 2024 Earnings Per Share: $1.99 per share, up $1.04 per share - Declares Quarterly Dividend: $0.105 per share Warren, MI – April 25, 2024 — Universal Logistics Holdings, Inc. (NASDAQ: ULH) today reported consolidated first quarter 2024 net income of $52. ...
Universal(ULH) - 2023 Q4 - Annual Report
2024-03-16 04:22
☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 0-51142 UNIVERSAL LOGISTICS HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) Michigan 38-3640097 (State or Other Jurisdiction of (I.R.S. Employer Inco ...
Universal(ULH) - 2023 Q4 - Earnings Call Transcript
2024-02-17 04:22
Universal Logistics Holdings, Inc. (NASDAQ:ULH) Q4 2023 Earnings Conference Call February 16, 2024 10:00 AM ET Company Participants Tim Phillips - Chief Executive Officer Jude Beres - Chief Financial Officer Conference Call Participants Bruce Chan - Stifel Operator Hello, and welcome to Universal Logistics Holdings Fourth Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. [Operator Instructions] A brief question-and-answer session will follow the formal presenta ...
Universal(ULH) - 2023 Q3 - Quarterly Report
2023-11-10 05:16
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 0-51142 UNIVERSAL LOGISTICS HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) Michigan 38-3640097 (State ...