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Universal Logistics Holdings, Inc. Stock Price

NasdaqGS:ULH Community·US$492.0m Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author
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ULH Share Price Performance

US$18.51
-6.18 (-25.03%)
​
US$15.00
Fair Value
US$18.51
-6.18 (-25.03%)
23.4% overvalued intrinsic discount
US$15.00
Fair Value
Price US$18.51
AnalystConsensusTarget US$15.00
Wed, 15 Jul 26
Fair ValueUS$15.00
Share Pricen/a

ULH Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$15 23.4% overvalued intrinsic discount

Stable Supply Chain Outlook Will Continue Amid Buyback and Automotive Focus

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Universal Logistics Holdings
23.4% overvalued intrinsic discount

Stable Supply Chain Outlook Will Continue Amid Buyback and Automotive Focus

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 15 Jul
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Recently Updated Narratives

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AnalystConsensusTarget
ULH logo

ULH: Early Truckload Recovery And Index Changes Will Shape Future Returns

Fair Value: US$15 23.4% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
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Snowflake Analysis

Fair value with moderate growth potential.

3 Risks
2 Rewards
View Full Analysis

Universal Logistics Holdings, Inc. Key Details

US$1.5b

Revenue

US$1.2b

Cost of Revenue

US$291.8m

Gross Profit

US$383.3m

Other Expenses

-US$91.5m

Earnings

Last Reported Earnings
Jul 04, 2026
Next Reporting Earnings
n/a
-3.47
19.08%
-5.99%
123.4%
View Full Analysis

About ULH

Founded
1981
Employees
10525
CEO
Timothy Phillips
WebsiteView website
www.universallogistics.com

Universal Logistics Holdings, Inc. provides customized transportation and logistics solutions in the United States, Mexico, Canada, and Colombia. It operates through three segments: Contract Logistics, Intermodal, and Trucking. The Contract Logistics segment offers value-added and dedicated transportation services to support inbound logistics and industrial manufacturers and major retailers, including material handling, consolidation, sequencing, sub-assembly, cross-dock services, kitting, repacking, warehousing, returnable container management, and rail lift services. This segment also provides dedicated services which involve short-haul or round-trip moves within a defined geographic area provided through a network of union and non-union employee drivers, owner-operators, and contract drivers. The Intermodal segment offers local and regional drayage services through company-managed terminals using a combination of owner-operators, company equipment, and third-party capacity providers comprising steamship-truck, rail-truck, and support services. The Trucking segment engages in dry van, flatbed, heavy-haul and refrigerated operations for transporting various general commodities, such as automotive parts, machinery, building materials, paper, food, consumer goods, furniture, steel, other metals, and other industrial and consumer goods. The company is also involved in brokerage activities, as well as provision of support services. It serves automotive, retail and consumer goods, metals, and energy and manufacturing industries. The company was formerly known as Universal Truckload Services, Inc. and changed its name to Universal Logistics Holdings, Inc. in April 2016. Universal Logistics Holdings, Inc. was founded in 1981 and is headquartered in Warren, Michigan.

Recent ULH News & Updates

Seeking Alpha • Aug 04

Universal Logistic Holdings Continues To Sell Assets To Shore Up Its Balance Sheet

Summary Universal Logistics Holdings reported headline profit growth in 2Q26, but results were driven by a non-recurring property transaction. Underlying operating performance deteriorated, with adjusted operating income down 20% and adjusted EBITDA down 13% year-over-year. ULH’s financial risk remains high, with $675 million in net debt and only modest underlying profits, supported by asset sales and underinvestment. I maintain a Hold rating, as the speculative turnaround thesis has weakened and operational improvements are not yet visible. Read the full article on Seeking Alpha

Recent updates

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Universal Logistics Holdings, Inc. Competitors

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