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Universal Logistics Holdings, Inc.NasdaqGS:ULH Voorraadrapport

Marktkapitalisatie US$346.2m
Prijs aandeel
US$14.08
US$20
29.6% ondergewaardeerd intrinsieke korting
1Y-41.7%
7D14.1%
Portefeuillewaarde
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Universal Logistics Holdings, Inc.

NasdaqGS:ULH Voorraadrapport

Marktkapitalisatie: US$346.2m

Universal Logistics Holdings (ULH) Aandelenoverzicht

Universal Logistics Holdings, Inc. biedt aangepaste transport- en logistieke oplossingen in de Verenigde Staten, Mexico, Canada en Colombia. Meer informatie

ULH Community Fair Values

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Universal Logistics Holdings, Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Universal Logistics Holdings
Historische aandelenkoersen
Huidige aandelenkoersUS$14.08
52 Week HoogtepuntUS$30.76
52 Week LaagUS$11.73
Bèta0.80
1 maand verandering-41.50%
3 maanden verandering-16.78%
1 Jaar Verandering-41.72%
3 jaar verandering-47.68%
5 jaar verandering-43.36%
Verandering sinds IPO-37.42%

Recent nieuws en 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

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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Rendement voor aandeelhouders

ULHUS TransportationUS Markt
7D14.1%2.5%-0.3%
1Y-41.7%12.8%26.7%

Rendement versus industrie: ULH presteerde slechter dan de US Transportation -sector, die het afgelopen jaar een rendement van 12.8 % opleverde.

Rendement versus markt: ULH presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 26.7 % opleverde.

Prijsvolatiliteit

Is ULH's price volatile compared to industry and market?
ULH volatility
ULH Average Weekly Movement15.5%
Transportation Industry Average Movement6.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabiele aandelenkoers: De aandelenkoers van ULH is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 15% ) van ULH is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
198110,525Tim Phillipswww.universallogistics.com

Universal Logistics Holdings, Inc. biedt aangepaste transport- en logistieke oplossingen in de Verenigde Staten, Mexico, Canada en Colombia. Het bedrijf is actief in drie segmenten: Contractlogistiek, Intermodaal en Vrachtvervoer. Het segment Contractlogistiek biedt waardetoevoegende en speciale transportdiensten ter ondersteuning van inkomende logistiek en industriële fabrikanten en grote detailhandelaren, waaronder materiaalverwerking, consolidatie, sequencing, subassemblage, cross-dock diensten, kitting, herverpakking, opslag, beheer van retourcontainers en hijsdiensten per spoor.

Universal Logistics Holdings, Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Universal Logistics Holdings zich tot de beurswaarde?
ULH fundamentele statistieken
MarktkapitalisatieUS$346.23m
Inkomsten(TTM)-US$109.40m
Inkomsten(TTM)US$1.54b
0.2x
P/S-verhouding
-3.4x
Koers/Winstverhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
ULH resultatenrekening (TTM)
InkomstenUS$1.54b
Kosten van inkomstenUS$1.24b
BrutowinstUS$298.89m
Overige uitgavenUS$408.29m
Inkomsten-US$109.40m

Laatst gerapporteerde inkomsten

Apr 04, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)-4.15
Brutomarge19.36%
Nettowinstmarge-7.09%
Schuld/Eigen Vermogen Verhouding139.3%

Hoe presteerde ULH op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

3.0%
Huidig dividendrendement
-10%
Uitbetalingsratio

Betaalt ULH een betrouwbaar dividend?

Zie ULH dividendgeschiedenis en benchmarks
Wanneer moet je ULH kopen om een aanstaand dividend te ontvangen?
Universal Logistics Holdings dividenddata
Ex Dividend DatumJun 01 2026
Betaaldatum dividendJul 01 2026
Dagen tot Ex-dividend11 days
Dagen tot dividendbetaaldatum41 days

Betaalt ULH een betrouwbaar dividend?

Zie ULH dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 10:21
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/04/04
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Universal Logistics Holdings, Inc. wordt gevolgd door 8 analisten. 1 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Christian WetherbeeCitigroup Inc
Todd FowlerKeyBanc Capital Markets Inc.
Jeffrey KauffmanLoop Capital Markets