Update shared on 06 Dec 2025
Analysts have modestly raised their price target on Universal Logistics Holdings to $18.00 per share, reflecting updated discount rate and profitability assumptions while keeping long term growth expectations largely unchanged.
What's in the News
- Issued new earnings guidance for fourth quarter 2025, projecting operating revenues between $365 million and $385 million, signaling expectations of solid top line performance despite a mixed freight backdrop (company guidance)
- Confirmed that the updated revenue outlook reflects current demand trends in contract logistics and dedicated transportation, highlighting resilience in key customer sectors (company guidance)
- Indicated that management will revisit full year 2025 assumptions if quarter end results materially diverge from the projected revenue range, underscoring a cautious but flexible planning stance (company guidance)
Valuation Changes
- Fair Value: Maintained at $18.00 per share, indicating no change in the overall intrinsic value estimate.
- Discount Rate: Risen slightly from 8.50 percent to approximately 8.52 percent, reflecting a modest increase in the assumed risk profile or cost of capital.
- Revenue Growth: Essentially unchanged at around negative 1.47 percent, suggesting a stable view on the top line trajectory.
- Net Profit Margin: Remains effectively flat at about 71.26 percent, indicating no material adjustment to long term profitability assumptions.
- Future P/E: Increased marginally from 53.54x to 53.56x, pointing to a slightly higher multiple applied to projected earnings.
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