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Universal Logistics Holdings, Inc.(ULH)Earnings, Financials & Key Ratios
ULH•NASDAQ
$14.03
Price updated Jul 7, 2026
AboutUniversal Logistics Holdings, Inc. provides transportation and logistics solutions in the United States, Mexico, Canada, and Colombia. It offers truckload services, which include dry van, flatbed, heavy-haul, and refrigerated operations; domestic and international freight forwarding, and customs brokerage services; and final mile and ground expedite services. The company transports various commodities comprising automotive parts, machinery, building materials, paper, food, consumer goods, furniture, steel, and other metals. It also provides value-added services for individual customer requirements, including material handling, consolidation, sequencing, sub-assembly, cross-dock, kitting, repacking, warehousing, and returnable container management; and intermodal support services comprising short-to-medium distance delivery of steamship and rail truck containers between the port or railhead, and the customer and drayage services. The company serves automotive, steel, oil and gas, alternative energy, and manufacturing industries, as well as other transportation companies who aggregate loads from various shippers. 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 1932 and is headquartered in Warren, Michigan.Show more
- Revenue$1.56B-15.6%
- EBITDA$206M-37.0%
- Net Income-$100M-176.9%
- EPS (Diluted)-3.79-176.9%
- Gross Margin10.5%-38.6%
- EBITDA Margin13.24%-25.3%
- Operating Margin3.85%-65.0%
- Net Margin-6.41%-191.1%
- ROE-16.82%-176.4%
ULH Price & Volume
Universal Logistics Holdings, Inc. (ULH) stock price & volume — 10-year historical chart
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Cyclical Headwinds Drive Structural Margin Contraction Risks
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Strained
Cash Flow:Burning
Primary Risk:Automotive production volume sensitivity
Key Thesis Takeaways
- Universal Logistics Holdings faces a challenging outlook as persistent revenue contraction and significant margin compression, evidenced by a decline in gross margins from 20.8% in 2024Q1 to 9.5% in 2026Q1, weigh on profitability.
- The company's shift toward a more capital-intensive model, reflected in net property, plant, and equipment reaching $972.6 million, has necessitated increased debt reliance, pushing the debt-to-equity ratio to 1.73.
- Investors should monitor the company's ability to stabilize cash flows and manage its $930.7 million debt load amidst ongoing sensitivity to automotive production volumes.
Verdict Logic
the company's deteriorating solvency profile, highlighted by a debt-to-equity ratio of 1.73 and a net loss of $3.5 million in 2026Q1, suggests significant fundamental risk in the current industrial cycle.
ULH Growth Metrics
Universal Logistics Holdings, Inc. (ULH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years3.28%
5 Years2.3%
3 Years-8.22%
TTM-11.11%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-231.07%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-230.5%
Return on Capital
10 Years12.68%
5 Years15.22%
3 Years11.91%
Last Year4.09%
ULH Recent Earnings
Universal Logistics Holdings, Inc. (ULH) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 1, 2026Metric
Actual
Est
EPS
$0.13-244.4%
$0.09
Rev
$368M-1.3%
$372M
Q2 2026
Mar 13, 2026Metric
Actual
Est
EPS
$0.14+380.0%
$0.05
Rev
$385M+2.5%
$376M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.24+33.3%
$0.18
Rev
$397M-6.2%
$423M
Q3 2025
Jul 24, 2025Metric
Actual
Est
EPS
$0.32-5.9%
$0.34
Rev
$394M-7.7%
$427M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $0.13vs $0.09-244.4% | $368Mvs $372M-1.3% |
| Q2 2026 | Mar 13, 2026 | $0.14vs $0.05+380.0% | $385Mvs $376M+2.5% |
| Q4 2025 | Nov 6, 2025 | $0.24vs $0.18+33.3% | $397Mvs $423M-6.2% |
| Q3 2025 | Jul 24, 2025 | $0.32vs $0.34-5.9% | $394Mvs $427M-7.7% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Universal Logistics Holdings, Inc. (ULH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.03 | $369.97M | -3.70 | -15.58% | -6.41% | -16.82% | 2.99% | |
| $145.15 | $3.24B | 55.40 | -4.04% | 1.38% | 4.3% | — | |
| $416.00 | $11.09B | 43.70 | 0.79% | 7.84% | 10.04% | — | |
| $215.51 | $44.82B | 44.62 | -5.48% | 18.46% | 23.42% | — | |
| $17.24 | $1.41B | 82.10 | -8.31% | 1.68% | 1.89% | — | |
| $14.89 | $1.15B | -22.22 | -23.08% | -5.69% | -5.66% | — |
Compare ULH vs Peers
Universal Logistics Holdings, Inc. (ULH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ULH SEC Filings & Documents
Universal Logistics Holdings, Inc. (ULH) SEC filings — annual & quarterly reports (10-K, 10-Q)
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ULH Frequently Asked Questions
Universal Logistics Holdings, Inc. (ULH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Universal Logistics Holdings, Inc.'s revenue?
Universal Logistics Holdings, Inc. (ULH) reported $1.54B in revenue for fiscal year 2025.
How fast is Universal Logistics Holdings, Inc. growing?
Universal Logistics Holdings, Inc. (ULH) saw revenue decline by 15.6% over the past year.
Is ULH profitable?
Universal Logistics Holdings, Inc. (ULH) reported a net loss of $109.4M for fiscal year 2025.
Dividend & Returns
Does ULH pay dividends?
Yes, Universal Logistics Holdings, Inc. (ULH) pays a dividend with a yield of 2.99%. This makes it attractive for income-focused investors.
What is ULH's return on equity?
Universal Logistics Holdings, Inc. (ULH) has a return on equity (ROE) of -16.8%. Negative ROE indicates the company is unprofitable.
What is Universal Logistics Holdings, Inc.'s free cash flow?
Universal Logistics Holdings, Inc. (ULH) had negative free cash flow of $49.0M in fiscal year 2025, likely due to heavy capital investments.