Universal Logistics Holdings（ULH）株式概要
ユニバーサル・ロジスティクス・ホールディングスは、米国、メキシコ、カナダ、コロンビアでカスタマイズされた輸送・物流ソリューションを提供している。 詳細
ULH Community Fair Values
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Analyst Price Targets
Universal Logistics Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$14.08 |
| 52週高値 | US$30.76 |
| 52週安値 | US$11.73 |
| ベータ | 0.80 |
| 1ヶ月の変化 | -41.50% |
| 3ヶ月変化 | -16.78% |
| 1年変化 | -41.72% |
| 3年間の変化 | -47.68% |
| 5年間の変化 | -43.36% |
| IPOからの変化 | -37.42% |
最新ニュース
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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| ULH | US Transportation | US 市場 | |
|---|---|---|---|
| 7D | 14.1% | 2.5% | -0.3% |
| 1Y | -41.7% | 12.8% | 26.7% |
業界別リターン: ULH過去 1 年間で12.8 % の収益を上げたUS Transportation業界を下回りました。
リターン対市場: ULHは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| ULH volatility | |
|---|---|
| ULH Average Weekly Movement | 15.5% |
| Transportation Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ULHの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ULHの weekly volatility ( 15% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1981 | 10,525 | Tim Phillips | www.universallogistics.com |
ユニバーサル・ロジスティクス・ホールディングス（Universal Logistics Holdings, Inc.3つのセグメントで事業を展開している：コントラクト・ロジスティクス、インターモーダル、トラック輸送である。コントラクト・ロジスティクス事業では、マテリアルハンドリング、コンソリデーション、シーケンス、サブアセンブリー、クロスドック・サービス、キッティング、リパッキング、倉庫保管、通い箱管理、レールリフト・サービスなど、付加価値の高い専用輸送サービスを提供し、インバウンド・ロジスティクスや工業メーカー、大手小売業者をサポートしている。このセグメントはまた、組合員および非組合員の従業員ドライバー、オーナー・オペレーター、契約ドライバーのネットワークを通じて、定められた地域内での短距離または往復の移動を伴う専用サービスも提供している。複合一貫輸送部門は、オーナー・オペレーター、会社の設備、および蒸気船-トラック、鉄道-トラック、サポート・サービスからなる第三者能力プロバイダーを組み合わせて使用し、会社が管理するターミナルを通じて、地域および地方のドレージ・サービスを提供している。トラック部門は、自動車部品、機械、建材、紙、食品、消費財、家具、鉄鋼、その他金属、その他工業製品、消費財など、様々な一般商品の輸送のためのドライバン、フラットベッド、重量物輸送、冷蔵輸送業務に従事している。同社はまた、仲介業務やサポートサービスの提供にも携わっている。自動車、小売・消費財、金属、エネルギー・製造業を顧客とする。同社は以前はユニバーサル・トラックロード・サービス社として知られていたが、2016年4月にユニバーサル・ロジスティクス・ホールディングス社に社名を変更した。ユニバーサル・ロジスティクス・ホールディングスは1981年に設立され、ミシガン州ウォーレンに本社を置いている。
Universal Logistics Holdings, Inc. 基礎のまとめ
| ULH 基礎統計学 | |
|---|---|
| 時価総額 | US$346.23m |
| 収益（TTM） | -US$109.40m |
| 売上高(TTM) | US$1.54b |
0.2x
P/Sレシオ-3.4x
PER（株価収益率ULH は割高か？
公正価値と評価分析を参照収益と収入
| ULH 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.54b |
| 売上原価 | US$1.24b |
| 売上総利益 | US$298.89m |
| その他の費用 | US$408.29m |
| 収益 | -US$109.40m |
直近の収益報告
Apr 04, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -4.15 |
| グロス・マージン | 19.36% |
| 純利益率 | -7.09% |
| 有利子負債／自己資本比率 | 139.3% |
ULH の長期的なパフォーマンスは？
過去の実績と比較を見る| Universal Logistics Holdings 配当日 | |
|---|---|
| 配当落ち日 | Jun 01 2026 |
| 配当支払日 | Jul 01 2026 |
| 配当落ちまでの日数 | 10 days |
| 配当支払日までの日数 | 40 days |
ULH 配当は確実ですか？
ULH 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 12:17 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/04/04 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Universal Logistics Holdings, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Christian Wetherbee | Citigroup Inc |
| Todd Fowler | KeyBanc Capital Markets Inc. |
| Jeffrey Kauffman | Loop Capital Markets |