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ULH

Universal Logistics Holdings, Inc.

ULH

NASDAQ·Industrials·Trucking·Mkt cap $404.0M

$14.71

▼ -3.98%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$11.73 - $30.76

P/E

-3.54

Fwd P/E

26.75

Beta

0.68

Div Yield

2.74%

Avg Vol

75.9K

Shares Out

26.4M

Mkt Cap

$404.0M

Price action

Price chart

Down 45.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • 92-year operating history with established customer relationships and industry expertise
  • Integrated multi-modal platform reducing customer complexity and improving margins
  • Geographic diversification across US, Mexico, Canada, and Colombia enabling cross-border logistics
  • Specialized capabilities in heavy-haul and refrigerated transport serving niche high-margin segments
  • Value-added services creating customer stickiness and differentiation from asset-light competitors
▼

Bear Case

1 risk

  • Low volatility (beta 0.7).

Growth

Turning profitable

E-commerce expansion driving final-mile and last-mile delivery demand

Value

Attractively priced below Trucking & Freight peer average

Momentum

Falling

-28.6% over 3m

Quality

Thin

Below average quality

Dividend

Solid

2.74% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 22, 2026

“
Q2 26 RECAP

MAY 1, 2026

Reported EPS of -$0.13 vs $0.09 consensus (-244.4% surprise). Revenue of $367.6M vs $372.3M expected (-1.3%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-244.4%

Next: Apr 22, 2026

Revenue trend · last 8Q

—

—

+19%

-22%

-15%

-7%

-17%

-4%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$462.2M

$426.8M

$465.1M

$382.4M

$393.8M

$396.8M

$385.4M

$367.6M

Margins · last 8Q

Gross

—

Operating

—

Profit

-1.0%

View full earnings history →

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

—

Latest: Stifel · May 5, 2026

View full analyst page →

vs Industry

How ULH stacks vs Trucking

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.