Universal Logistics Holdings, Inc.

NasdaqGS:ULH 株式レポート

時価総額：US$635.0m

Universal Logistics Holdings マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Tim Phillips

最高経営責任者

US$1.2m

報酬総額

CEO給与比率58.65%
CEO在任期間6.3yrs
CEOの所有権0.4%
経営陣の平均在職期間データなし
取締役会の平均在任期間10.8yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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.

Universal Logistics: The AI Valuation Paradox Investors Believe Could Trigger A Freight Crisis

Feb 14

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.

Estimating The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)

Jan 29
Estimating The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)

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.

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).

Is Now An Opportune Moment To Examine Universal Logistics Holdings, Inc. (NASDAQ:ULH)?

Jan 07
Is Now An Opportune Moment To Examine Universal Logistics Holdings, Inc. (NASDAQ:ULH)?

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.

Here's What's Concerning About Universal Logistics Holdings' (NASDAQ:ULH) Returns On Capital

Dec 15
Here's What's Concerning About Universal Logistics Holdings' (NASDAQ:ULH) Returns On Capital

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.

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.

Universal Logistics Holdings (NASDAQ:ULH) Has Affirmed Its Dividend Of $0.105

Nov 10
Universal Logistics Holdings (NASDAQ:ULH) Has Affirmed Its Dividend Of $0.105

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.

Universal Logistics Holdings, Inc. (NASDAQ:ULH) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

Nov 04
Universal Logistics Holdings, Inc. (NASDAQ:ULH) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

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.

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.

When Should You Buy Universal Logistics Holdings, Inc. (NASDAQ:ULH)?

Oct 04
When Should You Buy Universal Logistics Holdings, Inc. (NASDAQ:ULH)?

Universal Logistics Holdings (NASDAQ:ULH) Has Announced A Dividend Of $0.105

Jul 28
Universal Logistics Holdings (NASDAQ:ULH) Has Announced A Dividend Of $0.105

The Returns At Universal Logistics Holdings (NASDAQ:ULH) Aren't Growing

Jul 02
The Returns At Universal Logistics Holdings (NASDAQ:ULH) Aren't Growing

A Look At The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)

May 26
A Look At The Fair Value Of Universal Logistics Holdings, Inc. (NASDAQ:ULH)

Is Universal Logistics Holdings (NASDAQ:ULH) Using Too Much Debt?

Feb 26
Is Universal Logistics Holdings (NASDAQ:ULH) Using Too Much Debt?

Earnings Working Against Universal Logistics Holdings, Inc.'s (NASDAQ:ULH) Share Price Following 28% Dive

Feb 11
Earnings Working Against Universal Logistics Holdings, Inc.'s (NASDAQ:ULH) Share Price Following 28% Dive

Returns On Capital At Universal Logistics Holdings (NASDAQ:ULH) Have Hit The Brakes

Feb 03
Returns On Capital At Universal Logistics Holdings (NASDAQ:ULH) Have Hit The Brakes

If EPS Growth Is Important To You, Universal Logistics Holdings (NASDAQ:ULH) Presents An Opportunity

Jan 03
If EPS Growth Is Important To You, Universal Logistics Holdings (NASDAQ:ULH) Presents An Opportunity
User avatar

Transportation And Logistics Innovations Drive Revenue And Margin Growth Amid Challenges

Universal's diversified services and strategic focus on growth areas like contract logistics and specialized hauling indicate resilience and potential for revenue growth.

Returns On Capital At Universal Logistics Holdings (NASDAQ:ULH) Have Stalled

Sep 16
Returns On Capital At Universal Logistics Holdings (NASDAQ:ULH) Have Stalled

What Does Universal Logistics Holdings, Inc.'s (NASDAQ:ULH) Share Price Indicate?

Aug 29
What Does Universal Logistics Holdings, Inc.'s (NASDAQ:ULH) Share Price Indicate?

Universal Logistics Holdings: This Ride Isn't Over Yet

Aug 22

CEO報酬分析

Universal Logistics Holdings の収益と比較して、Tim Phillips の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025US$1mUS$700k

-US$100m

Sep 27 2025n/an/a

-US$40m

Jun 28 2025n/an/a

US$61m

Mar 29 2025n/an/a

US$83m

Dec 31 2024US$1mUS$651k

US$130m

Sep 28 2024n/an/a

US$131m

Jun 29 2024n/an/a

US$128m

Mar 30 2024n/an/a

US$120m

Dec 31 2023US$1mUS$602k

US$93m

Sep 30 2023n/an/a

US$105m

Jul 01 2023n/an/a

US$130m

Apr 01 2023n/an/a

US$152m

Dec 31 2022US$1mUS$559k

US$169m

Oct 01 2022n/an/a

US$151m

Jul 02 2022n/an/a

US$113m

Apr 02 2022n/an/a

US$94m

Dec 31 2021US$1mUS$500k

US$74m

Oct 02 2021n/an/a

US$74m

Jul 03 2021n/an/a

US$77m

Apr 03 2021n/an/a

US$58m

Dec 31 2020US$2mUS$488k

US$48m

Oct 03 2020n/an/a

US$41m

Jul 04 2020n/an/a

US$19m

Apr 04 2020n/an/a

US$32m

Dec 31 2019US$764kUS$289k

US$38m

報酬と市場: Timの 総報酬 ($USD 1.19M ) は、 US市場 ($USD 3.70M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Timの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Tim Phillips (58 yo)

6.3yrs
在職期間
US$1,193,811
報酬

Mr. Timothy Phillips, also known as Tim, has been Chief Executive Officer, President and Director at Universal Logistics Holdings, Inc. January 10, 2020. Mr. Phillips began his career with Universal, a lea...

取締役

名称ポジション在職期間報酬所有権
Timothy Phillips
CEO, President & Director6.3yrsUS$1.19m0.40%
$ 2.5m
Frederick Calderone
Director16.3yrsUS$50.00k0.0022%
$ 14.2k
Matthew Moroun
Chairman21.4yrsUS$100.00k1.1%
$ 7.0m
Clarence Gooden
Independent Director8yrsUS$50.00kデータなし
Richard Urban
Independent Director21.4yrsUS$58.33k0.046%
$ 289.5k
Michael Regan
Independent Director13yrsUS$50.00k0.0037%
$ 23.4k
H. Wolfe
Independent Director11.8yrsUS$50.00k0.038%
$ 241.0k
Grant Belanger
Independent Director9.8yrsUS$73.33k0.0064%
$ 40.6k
Marcus Hudson
Independent Director3yrsUS$52.50k0.0012%
$ 7.8k
Matthew Moroun
Director6yrsUS$50.00k0.0085%
$ 53.9k
10.8yrs
平均在職期間
67.5yo
平均年齢

経験豊富なボード: ULHの 取締役会 は経験豊富で 経験豊富 です ( 10.8年の平均在任期間)。

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2026/04/30 10:36
終値2026/04/30 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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

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