Universal Logistics Holdings, Inc.
ULH
NASDAQ·Industrials·Trucking·Mkt cap $501.3M
$19.01
▲ +2.92%
P/E
-5.46
Mkt Cap
$501.3M
52-Wk Range
$11.73–$25.96
52-Week Range
$11.73 - $25.96
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 21.7% over the trailing year
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 0.8).
Growth
Turning profitable
E-commerce expansion driving final-mile and last-mile delivery demand
Value
Deep value opportunity - significant discount to Trucking & Freight peers
Momentum
Strong
+6.6% over 3m
Quality
Thin
Mixed fundamentals
Dividend
Solid
2.21% yield
Smart-money signal
Who's buying ULH right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 22, 2026
JUL 31, 2026
Reported EPS of $0.99 vs $0.13 consensus (+661.5% surprise). Revenue of $379.3M vs $380.4M expected (-0.3%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+661.5%
Revenue trend · last 8Q
—
+19%
-22%
-15%
-7%
-17%
-4%
-4%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$426.8M
$465.1M
$382.4M
$393.8M
$396.8M
$385.4M
$367.6M
$379.3M
Margins · last 8Q
Gross
9.5%
Operating
1.0%
Profit
6.9%
Wall Street consensus
1 analyst · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: Stifel · May 5, 2026
vs Industry
How ULH stacks vs Trucking
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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