Universal Logistics Holdings (ULH) Panoramica del titolo
Universal Logistics Holdings, Inc. fornisce soluzioni di trasporto e logistica personalizzate negli Stati Uniti, in Messico, Canada e Colombia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
ULH Community Fair Values
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Analyst Price Targets
Concorrenti di Universal Logistics Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$13.46 |
| Massimo di 52 settimane | US$30.76 |
| Minimo di 52 settimane | US$11.73 |
| Beta | 0.80 |
| Variazione di 1 mese | -42.33% |
| Variazione a 3 mesi | -16.81% |
| Variazione di 1 anno | -48.72% |
| Variazione a 3 anni | -50.26% |
| Variazione a 5 anni | -46.33% |
| Variazione dall'IPO | -40.18% |
Notizie e aggiornamenti recenti
Recent updates
Seeking Alpha • May 03
Universal Logistic Holdings Is Surviving By Underinvesting, But Needs A Quick Turn
Summary Universal Logistics Holdings reported a challenging 1Q26, with revenues down 4% and operating income collapsing nearly 70% YoY. ULH's financials are under pressure, with operational profits insufficient to cover interest expense and cash flow buoyed only by unsustainable underinvestment. Material reporting uncertainties exist, including restated impairment charges, internal control weaknesses, and a recent auditor change, demanding heightened investor caution. I maintain a Hold rating on ULH due to cyclical risks, ongoing operational headwinds, and a valuation that no longer compensates for elevated risk. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 25
ULH: Technical Repricing And CFO Transition Will Constrain Future Upside Potential
Analysts have raised their price target on Universal Logistics Holdings by $3 to reflect updated assumptions around discount rates and valuation multiples, while keeping fair value estimates broadly in line with prior views. Analyst Commentary Bullish Takeaways Bullish analysts view the $3 increase in the price target as better alignment between the share price and updated valuation work, rather than a shift in the underlying fair value narrative.Aggiornamento della narrazione • Apr 11
ULH: Refined Assumptions And Governance Changes Will Shape Balanced Risk Reward Outlook
Analysts have raised their price target on Universal Logistics Holdings by $3 to $20, pointing to revised assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers behind the update. Analyst Commentary Recent Street research around the new US$20 price target focuses on how updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E filter through to what investors might be willing to pay for Universal Logistics Holdings.Aggiornamento della narrazione • Mar 28
ULH: Accounting Firm Change Will Pressure Overvalued Shares Going Forward
Analysts have adjusted their price target on Universal Logistics Holdings to $17.00, reflecting updated views on revenue growth, profit margins, the discount rate, and the expected future P/E multiple. What's in the News On March 13, 2026, the Audit Committee approved the dismissal of Grant Thornton LLP as Universal Logistics Holdings' independent registered public accounting firm, effective upon the filing of the Form 10-K for the fiscal year ending December 31, 2025.Aggiornamento della narrazione • Mar 13
ULH: Stable Assumptions Will Support Bullish Future Pricing Outlook
Analysts have maintained their $17.00 price target for Universal Logistics Holdings, reflecting consistent assumptions around revenue growth, profit margins, discount rate, and future P/E in their updated models. Valuation Changes Fair Value: Model fair value is held at $17.00, showing no change in the updated assumptions.Aggiornamento della narrazione • Feb 27
ULH: Steady Forecast Assumptions Will Sustain Fair Value Outlook
Analysts have maintained their fair value estimate for Universal Logistics Holdings at $17.00. This reflects unchanged assumptions regarding the discount rate, revenue growth, profit margin, and future P/E, and suggests that their price target rationale remains broadly consistent with prior views.Aggiornamento della narrazione • Feb 10
ULH: Refined Risk Assumptions And Earnings Outlook Will Support Fair Value
Analysts have reaffirmed a fair value estimate of $17.00 for Universal Logistics Holdings while fine tuning assumptions such as a 12.33% discount rate and a future P/E of 9.77. These changes reflect updated views on the company’s risk profile and earnings outlook.Articolo di analisi • Jan 29
Estimating The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)
Key Insights Universal Logistics Holdings' estimated fair value is US$12.87 based on 2 Stage Free Cash Flow to Equity...Aggiornamento della narrazione • Jan 26
ULH: Share Repurchases And Revenue Outlook Will Support Fairly Valued Shares
Analysts left their fair value estimate for Universal Logistics Holdings unchanged at US$17.00, keeping key inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions effectively steady based on their latest review. What's in the News Universal Logistics Holdings reported that from June 29, 2025 to September 27, 2025, it repurchased 0 shares for US$0 million, keeping the latest tranche inactive.Aggiornamento della narrazione • Jan 08
ULH: Future Cash Returns And Steady Outlook Will Support Fairly Valued Shares
Narrative Update Overview Analysts have kept their fair value estimate for Universal Logistics Holdings unchanged at $17.00 per share, reflecting a steady view on revenue growth of about 32.0%, a profit margin of roughly 3.9%, and a forward P/E of around 9.8x, with no new Street research cited in this update. What's in the News Universal Logistics Holdings reported that from June 29, 2025 to September 27, 2025, it repurchased 0 shares for $0 under its existing buyback program, and that it has completed a total repurchase of 486,749 shares, or 1.82%, for $10.53 million under the buyback announced on July 29, 2021 (Key Developments).Articolo di analisi • Jan 07
Is Now An Opportune Moment To Examine Universal Logistics Holdings, Inc. (NASDAQ:ULH)?
Universal Logistics Holdings, Inc. ( NASDAQ:ULH ), is not the largest company out there, but it led the NASDAQGS...Aggiornamento della narrazione • Dec 20
ULH: Future Profitability And Cash Returns Will Support Fairly Valued Shares
Narrative Update on Universal Logistics Holdings Analysts have trimmed their price target on Universal Logistics Holdings by approximately $1.00 per share, citing slightly improved revenue growth and profit margin expectations, along with a higher perceived risk profile that they believe warrants a lower fair value multiple. What's in the News Completed share repurchase program originally announced on July 29, 2021, retiring a total of 486,749 shares, or about 1.82% of shares outstanding, for $10.53 million, with no shares repurchased in the most recent tranche covering June 29, 2025 to September 27, 2025 (company disclosure) Issued fourth quarter 2025 guidance, projecting operating revenues in the range of $365 million to $385 million, providing investors with clearer visibility into near term demand and pricing conditions (company guidance) Valuation Changes Fair Value Estimate: reduced slightly from $18.00 to $17.00 per share, reflecting modestly lower intrinsic valuation despite improved fundamentals.Articolo di analisi • Dec 15
Here's What's Concerning About Universal Logistics Holdings' (NASDAQ:ULH) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Aggiornamento della narrazione • Dec 06
ULH: Solid Revenue Outlook Will Support Future Upside From Current Levels
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.Aggiornamento della narrazione • Nov 22
ULH: Future Revenue Projections Will Support Bullish Sentiment Despite Lower Fair Value
Analysts have lowered their price target for Universal Logistics Holdings from $24.00 to $18.00. They cited updated fair value estimates and more conservative future earnings projections as key factors in the revision.Articolo di analisi • Nov 10
Universal Logistics Holdings (NASDAQ:ULH) Has Affirmed Its Dividend Of $0.105
Universal Logistics Holdings, Inc.'s ( NASDAQ:ULH ) investors are due to receive a payment of $0.105 per share on 2nd...Aggiornamento della narrazione • Nov 08
ULH: Future Profit Margin Stabilization Will Support Fair Value Enthusiasm
Analysts have reduced their price target for Universal Logistics Holdings and now value the company at $24.00 per share. This adjustment is due to a notable decrease in expected revenue growth and a more conservative profit margin outlook.Articolo di analisi • Nov 04
Universal Logistics Holdings, Inc. (NASDAQ:ULH) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) share price has dived 25% in...Aggiornamento della narrazione • Oct 25
Stable Supply Chain Outlook Will Continue Amid Buyback and Automotive Focus
Analysts have updated their price target for Universal Logistics Holdings. They are maintaining the fair value estimate at $24.00 per share, as recent model adjustments reflect stable revenue growth expectations and a modest increase in the discount rate.Aggiornamento della narrazione • Oct 10
North American Automotive Ties Will Shape Supply Chain Amid Headwinds
Analysts have revised their fair value estimate for Universal Logistics Holdings down from $28.00 to $24.00 per share. They cite increased discount rates and lower projected profit margins as the primary factors behind the adjustment.Articolo di analisi • Oct 04
When Should You Buy Universal Logistics Holdings, Inc. (NASDAQ:ULH)?
While Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) might not have the largest market cap around , it saw...Articolo di analisi • Jul 28
Universal Logistics Holdings (NASDAQ:ULH) Has Announced A Dividend Of $0.105
The board of Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) has announced that it will pay a dividend of $0.105 per...Articolo di analisi • Jul 02
The Returns At Universal Logistics Holdings (NASDAQ:ULH) Aren't Growing
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • May 26
A Look At The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)
Key Insights Universal Logistics Holdings' estimated fair value is US$20.56 based on 2 Stage Free Cash Flow to Equity...Articolo di analisi • Feb 26
Is Universal Logistics Holdings (NASDAQ:ULH) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Articolo di analisi • Feb 11
Earnings Working Against Universal Logistics Holdings, Inc.'s (NASDAQ:ULH) Share Price Following 28% Dive
Unfortunately for some shareholders, the Universal Logistics Holdings, Inc. ( NASDAQ:ULH ) share price has dived 28% in...Articolo di analisi • Feb 03
Returns On Capital At Universal Logistics Holdings (NASDAQ:ULH) Have Hit The Brakes
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Articolo di analisi • Jan 03
If EPS Growth Is Important To You, Universal Logistics Holdings (NASDAQ:ULH) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Rendimenti per gli azionisti
| ULH | US Transportation | US Mercato | |
|---|---|---|---|
| 7D | 3.2% | 0.7% | -0.3% |
| 1Y | -48.7% | 8.6% | 24.0% |
Ritorno vs Industria: ULH ha avuto una performance inferiore rispetto al US Transportation che ha registrato un rendimento 8.6 % nell'ultimo anno.
Rendimento vs Mercato: ULH ha avuto una performance inferiore al mercato US che ha registrato un rendimento 24 % nell'ultimo anno.
Volatilità dei prezzi
| ULH volatility | |
|---|---|
| ULH Average Weekly Movement | 15.3% |
| Transportation Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ULH è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 15% ) di ULH è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1981 | 10,525 | Tim Phillips | www.universallogistics.com |
Universal Logistics Holdings, Inc. fornisce soluzioni di trasporto e logistica personalizzate negli Stati Uniti, in Messico, Canada e Colombia. Opera attraverso tre segmenti: Logistica contrattuale, Intermodale e Autotrasporti. Il segmento Contract Logistics offre servizi di trasporto dedicati e a valore aggiunto per supportare la logistica inbound e i produttori industriali e i principali rivenditori, tra cui la movimentazione dei materiali, il consolidamento, il sequenziamento, il sub-assemblaggio, i servizi di cross-dock, il kitting, il repacking, l'immagazzinamento, la gestione dei container a rendere e i servizi di trasporto ferroviario.
Universal Logistics Holdings, Inc. Riepilogo dei fondamenti
| ULH statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$354.94m |
| Utili (TTM) | -US$109.40m |
| Ricavi(TTM) | US$1.54b |
0.2x
Rapporto P/S-3.2x
Rapporto P/EULH è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ULH Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.54b |
| Costo del fatturato | US$1.24b |
| Profitto lordo | US$298.89m |
| Altre spese | US$408.29m |
| Utili | -US$109.40m |
Ultimi utili riportati
Apr 04, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -4.15 |
| Margine lordo | 19.36% |
| Margine di profitto netto | -7.09% |
| Rapporto debito/patrimonio netto | 139.3% |
Come si è comportato ULH nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.1%
Rendimento attuale del dividendo-10%
Rapporto di remunerazioneULH paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ULH| Universal Logistics Holdings date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 01 2026 |
| Data di pagamento dei dividendi | Jul 01 2026 |
| Giorni fino al dividendo Ex | 15 days |
| Giorni prima della data di pagamento dei dividendi | 45 days |
ULH paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ULHAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/17 09:42 |
| Prezzo dell'azione a fine giornata | 2026/05/15 00:00 |
| Utili | 2026/04/04 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Universal Logistics Holdings, Inc. è coperta da 8 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christian Wetherbee | Citigroup Inc |
| Todd Fowler | KeyBanc Capital Markets Inc. |
| Jeffrey Kauffman | Loop Capital Markets |