Universal Logistics Holdings (ULH) Hisse Özeti
Universal Logistics Holdings, Inc. Amerika Birleşik Devletleri, Meksika, Kanada ve Kolombiya'da özelleştirilmiş taşımacılık ve lojistik çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 2/6 |
Ödüller
Risk Analizi
ULH Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Universal Logistics Holdings, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$14.20 |
| 52 Haftanın En Yüksek Seviyesi | US$30.76 |
| 52 Haftanın En Düşük Seviyesi | US$11.73 |
| Beta | 0.80 |
| 1 Aylık Değişim | -40.01% |
| 3 Aylık Değişim | -7.97% |
| 1 Yıllık Değişim | -41.40% |
| 3 Yıllık Değişim | -48.18% |
| 5 Yıllık Değişim | -45.55% |
| Halka arzdan bu yana değişim | -36.89% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • May 23
ULH: Margin Repricing And CFO Transition Will Support Future Upside Potential
Analysts have reduced their price target on Universal Logistics Holdings by $3 to $17, citing updated assumptions for discount rates, profit margins, revenue growth, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside if the company can deliver on the updated assumptions around profit margins, arguing that the revised target still allows for potential value if execution improves.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 AlphaRecent updates
Anlatı Güncellemesi • May 23
ULH: Margin Repricing And CFO Transition Will Support Future Upside Potential
Analysts have reduced their price target on Universal Logistics Holdings by $3 to $17, citing updated assumptions for discount rates, profit margins, revenue growth, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside if the company can deliver on the updated assumptions around profit margins, arguing that the revised target still allows for potential value if execution improves.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| ULH | US Transportation | US Pazar | |
|---|---|---|---|
| 7D | 8.1% | -1.6% | 1.2% |
| 1Y | -41.4% | 12.4% | 28.7% |
Getiri vs. Endüstri: ULH geçen yıl % 12.4 oranında getiri sağlayan US Transportation sektörünün gerisinde kaldı.
Getiri vs Piyasa: ULH geçen yıl % 28.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| ULH volatility | |
|---|---|
| ULH Average Weekly Movement | 15.3% |
| Transportation Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: ULH hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: ULH 'nin haftalık oynaklığı ( 15% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1981 | 10,525 | Tim Phillips | www.universallogistics.com |
Universal Logistics Holdings, Inc. Amerika Birleşik Devletleri, Meksika, Kanada ve Kolombiya'da özelleştirilmiş taşımacılık ve lojistik çözümleri sunmaktadır. Üç segmentte faaliyet göstermektedir: Kontrat Lojistiği, Intermodal ve Kamyon Taşımacılığı. Kontrat Lojistiği segmenti, gelen lojistik ve endüstriyel üreticileri ve büyük perakendecileri desteklemek için malzeme taşıma, konsolidasyon, sıralama, alt montaj, çapraz yükleme hizmetleri, kitleme, yeniden paketleme, depolama, iade edilebilir konteyner yönetimi ve demiryolu kaldırma hizmetleri dahil olmak üzere katma değerli ve özel nakliye hizmetleri sunmaktadır.
Universal Logistics Holdings, Inc. Temel Bilgiler Özeti
| ULH temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$374.45m |
| Kazançlar(TTM) | -US$109.40m |
| Gelir(TTM) | US$1.54b |
0.2x
P/S Oranı-3.4x
F/K OranıULH aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ULH gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.54b |
| Gelir Maliyeti | US$1.24b |
| Brüt Kâr | US$298.89m |
| Diğer Giderler | US$408.29m |
| Kazançlar | -US$109.40m |
Son Raporlanan Kazançlar
Apr 04, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -4.15 |
| Brüt Marj | 19.36% |
| Net Kâr Marjı | -7.09% |
| Borç/Özkaynak Oranı | 139.3% |
ULH uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
3.0%
Mevcut Temettü Verimi-10%
Ödeme OranıULH güvenilir bir temettü ödüyor mu?
ULH temettü geçmişine ve kıyaslamalara bakın| Universal Logistics Holdings temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Jun 01 2026 |
| Temettü Ödeme Tarihi | Jul 01 2026 |
| Eski temettüye kadar geçen günler | 6 days |
| Temettü ödeme tarihine kadar geçen günler | 36 days |
ULH güvenilir bir temettü ödüyor mu?
ULH temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/26 11:40 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/04/04 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Universal Logistics Holdings, Inc. 8 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Christian Wetherbee | Citigroup Inc |
| Todd Fowler | KeyBanc Capital Markets Inc. |
| Jeffrey Kauffman | Loop Capital Markets |