Universal Logistics/$ULH

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About Universal Logistics

Universal Logistics Holdings Inc is an asset-light provider of customized transportation and logistics solutions throughout the United States, and in Mexico, Canada, and Colombia. It offers services such as truckload, brokerage, intermodal, dedicated, and value-added services. The firm has three reportable segments, namely contract logistics, intermodal, and trucking. The company generates the key revenue from Contract Logistics, which provides value-added and dedicated transportation services to support inbound and internal logistics requirements of industrial manufacturers and retailers, generally under contractual arrangements of one year or longer. Geographically, the firm generates the majority of its revenue from the United States, followed by Mexico, Canada, and Colombia.
Ticker
$ULH
Sector
Mobility
Primary listing
NASDAQ
Employees
10,525
Headquarters
Warren, United States
Website
www.universallogistics.com

ULH Metrics

BasicAdvanced
$435M
-
-$3.47
0.71
$0.42
2.55%

What the Analysts think about ULH

Analyst ratings (Buy, Hold, Sell) for Universal Logistics stock.
Analyst projections of the future price of Universal Logistics stock.

Bulls say / Bears say

Contract logistics is showing resilience, with Q2 revenue increasing 4.2% year over year to $271.4 million and operating margin improving to 9.1% from 8.4%; this is ULH’s largest segment. (Universal Logistics)
Management reported improved execution in contract logistics and trucking and said intermodal had made progress toward benefiting from a freight-market recovery, offering potential operating leverage if demand and pricing normalize. (Universal Logistics)
Balance-sheet momentum improved in Q2: total borrowings fell by $59.2 million during the quarter and $106.8 million since December 31, 2025, while the company remained in covenant compliance and continued paying a quarterly dividend. (Universal Logistics)
Intermodal remains a significant drag: Q2 revenue fell 36% year over year, loads declined 34%, and the segment’s operating loss widened to $10.4 million, with a -23.7% margin. (Universal Logistics)
Underlying profitability weakened despite reported GAAP earnings: Q2 adjusted operating margin fell to 4.2% from 5.1%, while adjusted EBITDA declined to $49.2 million from $56.2 million year over year. (Universal Logistics)
Financial risk remains elevated: ULH reported approximately $754.7 million of borrowings in Q1, cited pressure from uneven freight demand, interest rates, labor, insurance and maintenance costs, and disclosed a material weakness in internal controls after correcting a prior-period misstatement. (SEC filing)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.

ULH Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

ULH Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing ULH

Funds
Fund name
Fund size
$ULH weighting
SPDR Russell 2000 US Small Cap€R2US
€4.8B0.00%
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