UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) Universal Logistics Holdings, Inc. (ULH) is a diversified company specializing in a comprehensive range of transportation and supply chain management solutions. Its operations extend across the United States, Mexico, Canada, and into Colombia. ULH's core services include a variety of full truckload options, such as standard dry van, flatbed, specialized heavy-haul, and temperature-controlled (refrigerated) transport. Beyond traditional trucking, the company also manages both domestic and international freight forwarding, provides customs brokerage, and delivers time-sensitive services like ground expedite and last-mile delivery. The firm is adept at moving a broad spectrum of commodities, including automotive components, industrial machinery, construction materials, paper products, foodstuffs, consumer retail items, furnishings, and various types of steel and metals. To meet specific client demands, ULH also furnishes a suite of supplementary services. These value-added offerings range from material handling, freight consolidation, and sequencing to light assembly (sub-assembly), cross-docking, custom kitting, repacking, warehousing solutions, and the management of returnable containers. Furthermore, it supports intermodal operations through drayage and the localized transport of shipping containers between maritime ports or rail terminals and their final customer destinations. Its client base spans critical sectors such as the automotive, steel, oil and gas, alternative energy, and manufacturing industries, along with other transportation enterprises that consolidate shipments from multiple sources. Established in 1932 and headquartered in Warren, Michigan, the company was previously known as Universal Truckload Services, Inc. before adopting its current name, Universal Logistics Holdings, Inc., in April 2016.
Sector: Trucking (No Local)
Industry: Trucking
Universal Logistics Holdings, Inc. NASDAQ:ULH Industrials · Trucking
Mkt Cap $426.1M
Div Yield 2.60%
AH Close $16.16 +0.00% vs close
AH Close $16.16 +0.00% vs close
Mkt Cap $426.1M
Div Yield 2.60%
All Press Release SEC Filings News
SEC Filing ⚠ 2
ULH: 8-K · debt financing
Universal Logistics Holdings subsidiaries signed a Fourth Amendment on September 29, 2026 with KeyBank National Association amending its 2018 Credit Agreement. The amendment extends maturity two years, from September 30, 2027 to September 30, 2029. It also reduces revolving commitments from $500.0 million to $350.0 million, with a $150.0 million uncommitted accordion and revised leverage-based pricing grids. The extension locks in liquidity runway, but the smaller committed facility modestly reduces available liquidity.
SEC 8-K • 25d ago AI analysis › News
Universal Logistics (NASDAQ:ULH) vs. Canadian Pacific Kansas City (NYSE:CP) Head-To-Head Contrast
defenseworld.net • 1mo ago News
Universal Logistics Holdings Inc (ULH) Shares Fall 4.5% -- What GF Score of 68 Tells Investors
gurufocus.com • 1mo ago SEC Filing ⚠ 8
ULH: 10-Q · periodic report
Universal Logistics Holdings (Nasdaq: ULH) reported Q2 2026 operating revenues of $379.3 million, down 3.7% year over year, but net income more than tripled to $26.2 million, with diluted EPS of $0.99 versus $0.32 a year ago. The surge was driven almost entirely by a one-time $45.3 million gain on the sale of its Kearny, New Jersey facility to affiliate Lakeshore Ventures LLC.
Underlying operations weakened: intermodal revenue fell 36% to $44.1 million with the segment's operating loss widening to $10.4 million, and insurance and claims expense jumped 130.6% to $17.5 million on higher auto liability reserves tied in part to third-party broker carriers. The company also recorded a $3.9 million non-cash tractor impairment and increased legal reserves.
The 10-Q added a risk factor on the Supreme Court's Montgomery v. Caribe Transport II decision, which eliminates a federal preemption defense for negligent-selection claims against freight brokers and could raise litigation costs. A $0.105 per share dividend was declared July 31, 2026, payable October 1, 2026.
SEC 10-Q • 2mo ago AI analysis › News
Universal Logistics (ULH) Beats Q2 Earnings Estimates
zacks.com • 2mo ago Press Release ⚠ 3
Universal Logistics Holdings, Inc. Reports Second Quarter 2026 Financial Results; Declares Dividend
Universal Logistics reported Q2 revenue of $379.3 million, down from $393.8 million a year ago, while GAAP EPS jumped to $0.99 driven by a $45.3 million gain on property sale.
Underlying operating performance softened, with Adjusted EPS falling 50% to $0.16 and Adjusted EBITDA dropping to $49.2 million from $56.2 million in the prior year.
The Intermodal segment struggled with a 36% revenue decline, while Contract Logistics grew revenue 4.2% year-over-year.
The company declared a quarterly dividend of $0.105 per share and reduced total debt by $59.2 million during the quarter.
• 2mo ago AI analysis › News
Head to Head Survey: Universal Logistics (NASDAQ:ULH) vs. REV Group (NYSE:REVG)
defenseworld.net • 2mo ago SEC Filing ⚠ 1
ULH: 8-K · material agreement
Universal Logistics Holdings, Inc. subsidiary UTSI Finance, Inc. sold a real property facility located in Kearny, New Jersey to Lakeshore Ventures LLC for $38.0 million in cash. Concurrently, UTSI acquired 100% of the outstanding membership interests of Passaic Ventures LLC, which owns a facility in Newark, New Jersey, as part of the exchange consideration.
Lakeshore Ventures is affiliated with Matthew T. Moroun, the Company's Chairman, and Matthew J. Moroun, a Company director. The transactions were reviewed and approved by the disinterested members of the Company's Board of Directors, including all members of the Audit Committee.
The transactions were consummated on June 24, 2026, pursuant to a Real Estate Purchase Agreement and a Membership Interest Purchase Agreement. The acquisition of Passaic Ventures was executed for a nominal consideration of $100, with the primary financial impact being the receipt of $38.0 million for the Kearny property.
SEC 8-K • 4mo ago AI analysis › News
Universal Logistics Holdings Inc (ULH) Stock Down 3.9% -- Now Undervalued? GF Score: 58/100
gurufocus.com • 4mo ago SEC Filing ⚠ 5
ULH: 10-Q · periodic report
Universal Logistics Holdings reported a first-quarter net loss of $3.5 million, a sharp reversal from $6.0 million in net income during the same period last year. Operating income fell 69.5% to $4.8 million, driven by a 3.9% decline in total revenues to $367.6 million amid soft freight demand and elevated cost pressures.
The intermodal segment was the primary drag, widening its operating loss to $13.1 million from $10.7 million year-over-year, while the contract logistics segment saw its operating margin compress to 6.5% from 9.3% due to rising labor costs. Management cited uneven freight demand, particularly in automotive and industrial end markets, as well as higher insurance, equipment, and borrowing costs as key headwinds.
Despite the earnings miss, the company maintained compliance with all financial covenants and declared a quarterly dividend of $0.105 per share. Total debt stands at approximately $754.7 million, with $286.1 million available under its revolving credit facility, providing sufficient liquidity for the next twelve months.
SEC 10-Q • 5mo ago AI analysis › News
Universal Logistic Holdings Is Surviving By Underinvesting, But Needs A Quick Turn
seekingalpha.com • 5mo ago News
Universal Logistics (ULH) Reports Q1 Loss, Misses Revenue Estimates
zacks.com • 5mo ago Press Release ● Major
Universal Logistics Holdings, Inc. Reports First Quarter 2026 Financial Results; Declares Dividend
prnewswire.com • 5mo ago News
Universal Logistics (ULH) Just Flashed Golden Cross Signal: Do You Buy?
zacks.com • 5mo ago News
Should Value Investors Buy Universal Logistics (ULH) Stock?
zacks.com • 6mo ago News
Is It Too Late to Buy Universal Logistics Holdings Inc (ULH) After 8.4% Rally? GF Value Says Undervalued
gurufocus.com • 6mo ago News
Analysts Estimate Universal Logistics (ULH) to Report a Decline in Earnings: What to Look Out for
zacks.com • 6mo ago Recent SEC filings with analysis