Universal Logistics Holdings, Inc. (ULH) Stock Price & Analysis
Universal Logistics Holdings, Inc. (ULH) closed at USD 17.35 on Thursday, October 22, 2026, up 4.33% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 16.63; the Oct 22, 2026 session ranged USD 16.68–17.78 on volume of 58,758 shares. Market capitalization is $457.48M, with a 52-week range of USD 11.73–25.8 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:57 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ULH.md
Key facts (ULH)
- Last four reported quarters (through Jul 4, 2026): revenue $1.53B, net income -$91.5M (-6.0% margin), free cash flow $36.7M (SEC filings).
- Analysts: Hold (mean 3.00 on a 1–5 scale) (1 analysts), mean target USD 16 (range 16–16).
- Total return with dividends: 1Y -8.7% vs S&P 500 +14.9%; 5Y -13.8% vs S&P 500 +80.3%.
- Next earnings: 2026-10-26, EPS estimate USD 0.32, revenue estimate $390M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ULH)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.75B | $2.02B | $1.66B | $1.85B | $1.56B | $1.53B |
| Operating income | $103M | $240M | $145M | $203M | -$64.3M | -$50.0M |
| Net income | $73.7M | $169M | $92.9M | $130M | -$99.9M | -$91.5M |
| EPS (diluted) | $2.74 | $6.37 | $3.53 | $4.93 | -$3.79 | — |
| Free cash flow | $44.4M | $96.3M | -$30.3M | -$139M | -$41.1M | $36.7M |
| Operating margin | 5.9% | 11.9% | 8.8% | 11.0% | -4.1% | -3.3% |
| Net margin | 4.2% | 8.4% | 5.6% | 7.0% | -6.4% | -6.0% |
| Revenue growth | +25.9% | +15.1% | -17.5% | +11.1% | -15.6% | — |
| Cash + short-term investments | $13.9M | $47.2M | $12.5M | $19.4M | $26.8M | — |
| Total debt | $427M | $379M | $382M | $759M | $798M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 4, 2026) (ULH)
P/S 0.3x · EV/EBITDA 12.1x · EV/Sales 0.7x · P/FCF 12.5x · P/B 0.8x · FCF yield 8.01% · Earnings yield -20.01% · Dividend yield (paid, TTM) 2.42% · Net debt $672M · EV $1.13B
P/E at fiscal year-ends: Dec 2024 9.3x, Dec 2023 7.9x.
Analysts (ULH)
Consensus Hold (mean 3.00 on a 1–5 scale), 1 analysts; mean target USD 16 (low 16, high 16).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-15 | Stifel | Target lowered | Hold | $17 → $15 |
Total return (dividends reinvested) (ULH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -8.7% | -13.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -8.7% | -2.9% |
| Volatility (annualized) | 86.5% | 59.8% |
| Max drawdown | -50.9% (Apr 2026→May 2026) | -74.3% (Nov 2024→May 2026) |
ULH revenue by business segment (quarter ended Jul 4, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Contract Logistics | $271.4M | 71.6% | +4.2% |
| Trucking | $63.8M | 16.8% | -0.4% |
| Intermodal | $44.1M | 11.6% | -36.0% |
| Total revenue | $379.3M | 100% | — |
ULH revenue by product line (quarter ended Jul 4, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Value Added Services | $183.3M | 48.3% | +2.6% |
| Dedicated Services | $88.1M | 23.2% | +7.7% |
| Truckload Services | $45.0M | 11.9% | -1.9% |
| Intermodal Services | $43.4M | 11.4% | -35.9% |
| Brokerage Services | $19.4M | 5.1% | -0.6% |
| Total revenue | $379.3M | 100% | — |
ULH revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $1.50B | 96.0% | -16.5% |
| Mexico | $51.2M | 3.3% | +4.0% |
| Canada | $10.6M | 0.7% | +215.0% |
| Colombia | $1.2M | 0.1% | -46.8% |
| Total revenue | $1.56B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ULH suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | General Motors (GM) | “Our top customer, General Motors, represented approximately 25% of revenues; and” |
| Customer | Ford (F) | “In 2025, 2024 and 2023, sales to our top 10 customers, including General Motors and Ford, totaled 59%, 56% and 48%, respectively.” |
Quoted from the company's 10-K filed Mar 16, 2026.
Companies that name ULH in their SEC reports
| Relationship to ULH | Company | Filing | Sentence |
|---|---|---|---|
| partner | RADIANT LOGISTICS, INC (RLGT) | 10-K Sep 14, 2026 | “Universal Logistics, Inc., expanding our operations in Houston, Texas, from the conversion of a former operating partner since 2001, in 2025; and” |
ULH customer concentration
In the period ended Dec 31, 2025, 3 direct customers each accounted for at least 10% (45%, 25%, 6%) of revenue, per the company's 10-K filed Mar 16, 2026. The company does not name them.
ULH company outlook (results filed Jul 31, 2026)
- “Universal's operating results for the second quarter 2026 include a $45.3 million gain on the sale of certain real property located in Kearny, New Jersey, a $3.9 million non-cash impairment charge related to a group of tractors that are no longer expected to be utilized in operations and $12.3 million of charges related to developments in outstanding legal matters during the period.”
- “The dividend is payable to stockholders of record at the close of business on September 1, 2026 and is expected to be paid on October 1, 2026.”
- “Universal assumes no obligation to update forward-looking statements to reflect actual results, changes in assumptions or changes in other factors affecting forward-looking information except to the extent required by applicable securities laws.”
Quoted word-for-word from the SEC 8-K results press release.
ULH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.32 | $0.34 | -5.9% | $390.4M | 1 |
| Next quarter (ends Dec 2026) | $0.16 | $0.15 | +6.7% | $391.8M | 1 |
| Current fiscal year (ends Dec 2026) | $0.50 | $0.55 | -9.1% | $1.53B | 1 |
| Next fiscal year (ends Dec 2027) | $1.15 | $1.20 | -4.2% | $1.60B | 1 |
Key Statistics (as of October 23, 2026 at 09:57 UTC)
| Price | USD 17.35 |
|---|---|
| Change | ▲ 4.33% (up) |
| Previous Close | USD 16.63 |
| Open | USD 16.68 |
| Day Range | USD 16.68 – 17.78 |
| 52-Week Range | USD 11.73 – 25.8 |
| Volume | 58,758 shares |
| Market Cap | $457.48M |
| Exchange | NMS |
Technical Analysis (ULH)
Nexqual's technical model rates ULH "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:57 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 48.92 (neutral) |
| vs SMA50 | Below (USD 17.99) |
| MACD | -0.31 (negative) |
Analyst Ratings (ULH)
Wall Street analysts rate ULH "Hold" based on 1 analysts, with a mean price target of USD 16 (range USD 16–16), per Nexqual as of October 23, 2026 at 09:57 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 1 |
| Mean Target | USD 16 |
| High Target | USD 16 |
| Low Target | USD 16 |
| Buy / Hold / Sell | 0 / 1 / 0 |
Earnings (ULH)
| Next Earnings Date | 2026-10-26 |
|---|---|
| EPS Estimate | USD 0.32 |
| Revenue Estimate | $390.40M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.16 vs est 0.13 ▲ beat |
| 2026-03-31 | USD -0.13 vs est 0.09 ▼ miss |
| 2025-12-31 | USD 0.14 vs est -0.05 ▲ beat |
| 2025-09-30 | USD -0.07 vs est 0.18 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financials & Fundamentals (ULH)
| Total Revenue | $1.53B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -3.70% |
| Gross Margin | +19.08% |
| Operating Margin | +0.99% |
| Profit Margin | -5.99% |
| ROE | -15.07% |
| Debt / Equity | 1.49 |
| Current Ratio | 1.2 |
| Total Cash | $20.31M |
| Total Debt | $838.52M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $36.66M (2.4% of revenue) |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financial Health Score (ULH)
Nexqual rates Universal Logistics Holdings, Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 09:57 UTC.
| Growth | Critical — Revenue -16% YoY (annual), sharp decline |
|---|---|
| Profitability | Weak — Gross margin 19%, operating 1% (last 12 months) |
| Balance Sheet | Mixed — $20M cash and investments vs $693M debt (Jul 2026, SEC) |
| Cash Flow | Mixed — FCF $37M (last 4 quarters to Jul 2026, SEC), slim 2.4% margin |
| Efficiency | Critical — ROE -15%, ROA 1.1% |
Ownership (ULH)
| Insider Ownership | +73.52% |
|---|---|
| Institutional Ownership | +28.94% |
| Shares Outstanding | 26.37M |
| Float | 6.70M |
| Short % of Float | +12.72% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Leadership (ULH)
Universal Logistics Holdings, Inc. is led by Timothy Phillips, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:57 UTC.
| CEO, President & Director | Timothy Phillips |
|---|---|
| CFO & Treasurer | Michael H. Rogers |
Major Backers & Investors (ULH)
Notable institutional backers of Universal Logistics Holdings, Inc. include FMR, LLC, Fidelity, American Century Companies Inc, according to Nexqual as of October 23, 2026 at 09:57 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 14.99% |
| Fidelity | 10.2% |
| American Century Companies Inc | 1.15% |
| Bridgeway Capital Management, LLC | 0.56% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Dimensional Fund Advisors | 3.05% |
| BlackRock | 2.07% |
| Vanguard Group | 1.07% |
| Geode Capital | 0.81% |
| BNY Mellon | 0.71% |
| State Street | 0.54% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Legal & Regulatory Risks from Universal Logistics Holdings, Inc.'s Latest 10-K (filed 2026-03-16)
- We operate in a highly regulated industry, and changes in laws or regulations could increase costs or limit operations.
- Environmental and climate-related regulations may increase costs or constrain operations.
Source: SEC EDGAR 10-K, Item 1A, official filing.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CVLG | Covenant Logistics Group, Inc. | USD 29.77 | ▼ 0.43% |
| HTLD | Heartland Express, Inc. | USD 10.29 | ▲ 0.29% |
| MRTN | Marten Transport, Ltd. | USD 12.3 | ▼ 2.84% |
| WERN | Werner Enterprises, Inc. | USD 29.18 | ▼ 2.34% |
| ARCB | ArcBest Corporation | USD 130.3 | ▼ 0.39% |
| RXO | RXO, Inc. | USD 28.92 | ▲ 0.49% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:57 UTC. This page is informational and not investment advice.
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