Universal Logistics Holdings (ULH) Stock Overview
Provides customized transportation and logistics solutions in the United States, Mexico, Canada, and Colombia. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
ULH Community Fair Values
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Analyst Price Targets
Universal Logistics Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$13.46 |
| 52 Week High | US$30.76 |
| 52 Week Low | US$11.73 |
| Beta | 0.80 |
| 1 Month Change | -42.33% |
| 3 Month Change | -16.81% |
| 1 Year Change | -48.72% |
| 3 Year Change | -50.26% |
| 5 Year Change | -46.33% |
| Change since IPO | -40.18% |
Recent News & Updates
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
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Shareholder Returns
| ULH | US Transportation | US Market | |
|---|---|---|---|
| 7D | 3.2% | 0.7% | -0.9% |
| 1Y | -48.7% | 8.5% | 24.4% |
Return vs Industry: ULH underperformed the US Transportation industry which returned 8.5% over the past year.
Return vs Market: ULH underperformed the US Market which returned 24.4% over the past year.
Price Volatility
| ULH volatility | |
|---|---|
| ULH Average Weekly Movement | 15.3% |
| Transportation Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: ULH's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: ULH's weekly volatility (15%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1981 | 10,525 | Tim Phillips | 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.
Universal Logistics Holdings, Inc. Fundamentals Summary
| ULH fundamental statistics | |
|---|---|
| Market cap | US$354.94m |
| Earnings (TTM) | -US$109.40m |
| Revenue (TTM) | US$1.54b |
0.2x
P/S Ratio-3.2x
P/E RatioIs ULH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ULH income statement (TTM) | |
|---|---|
| Revenue | US$1.54b |
| Cost of Revenue | US$1.24b |
| Gross Profit | US$298.89m |
| Other Expenses | US$408.29m |
| Earnings | -US$109.40m |
Last Reported Earnings
Apr 04, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -4.15 |
| Gross Margin | 19.36% |
| Net Profit Margin | -7.09% |
| Debt/Equity Ratio | 139.3% |
How did ULH perform over the long term?
See historical performance and comparisonDividends
3.1%
Current Dividend Yield-10%
Payout RatioDoes ULH pay a reliable dividends?
See ULH dividend history and benchmarks| Universal Logistics Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Jun 01 2026 |
| Dividend Pay Date | Jul 01 2026 |
| Days until Ex dividend | 15 days |
| Days until Dividend pay date | 45 days |
Does ULH pay a reliable dividends?
See ULH dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/17 00:45 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/04/04 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Universal Logistics Holdings, Inc. is covered by 8 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Christian Wetherbee | Citigroup Inc |
| Todd Fowler | KeyBanc Capital Markets Inc. |
| Jeffrey Kauffman | Loop Capital Markets |