UNIVERSAL LOGISTICS HOLDINGS INC (ULH)
Industrials · integrated transportation and logistics services · NASDAQ
A fragmented North American transportation and logistics company serving automotive, industrial, and consumer goods sectors through dedicated, intermodal, and value-added contract logistics services.
What UNIVERSAL LOGISTICS HOLDINGS INC does
Universal Logistics Holdings is a holding company whose subsidiaries provide customized transportation and logistics solutions across North America (US, Mexico, Canada). The company operates an integrated portfolio of services including value-added logistics, dedicated transportation, intermodal, and trucking services, serving customers in automotive, industrial, retail, consumer goods, energy, and metals sectors. Revenues derive primarily from transportation services fees, fuel surcharges, and logistics solutions, with operations supported by a combination of company-owned equipment and an independent contractor network of agents and owner-operators.
Themes: ["transportation and logistics","supply chain management","intermodal transportation","dedicated fleet services","contract logistics","cross-border trade (North America)"]
Fundamentals
- Price$14.00 as of 2026-07-09 close
- Market cap$374M as of 2026-07-10
- 1-year return-49.2% as of 2026-07-09 close
- Net margin-7.1% as of 2026-07-10
- Gross margin+36.0% as of 2026-07-10
- ROE-19.3% as of 2026-07-10
- Debt / equity1.39 as of 2026-07-10
- Revenue growth (YoY)-11.1% as of 2026-07-10
- Revenue CAGR (3y)-8.2% SEC XBRL
- Beta0.72 as of 2026-07-10
Dividend: yield +3.0%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Economic sensitivity: demand highly dependent on general economic conditions, customer demand cycles, and macroeconomic volatility; automotive and industrial production levels remain below historical levels with uneven freight demand across end markets","Cost pressures: elevated labor availability and costs, insurance costs, fuel prices, interest rates, equipment and maintenance costs continue to pressure margins","Cybersecurity and technology risks: increasing complex cybersecurity environment including ransomware, data integrity failures, and system disruptions; reliance on proprietary and third-party IT systems for operations"]
Competitors & peers
- J.B. Hunt Transport Services
- Schneider National
- Knight-Swift Transportation
- Saia Inc.
- PAM Transportation Services
- USA Truck Inc.
- XPO Logistics
- ArcBest Corporation
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.