Universal Logistics (ULH)
Runs customer-integrated contract logistics, intermodal drayage and specialized trucking across North America.
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Sells contract logistics, dedicated transportation, intermodal drayage, trucking and brokerage across North America, earning revenue from customer-specific programs and freight moves. Contract Logistics is the largest segment, while automotive production and a concentrated customer base shape demand.
Runs customized transportation and logistics operations across the United States, Mexico and Canada through Contract Logistics, Intermodal and Trucking. Contract Logistics combines value-added plant and warehouse work—material handling, sequencing, sub-assembly, kitting and rail-terminal management—with dedicated short-haul transportation. Intermodal moves containers between ports, railheads and customer facilities; Trucking covers dry van, flatbed, heavy-haul and refrigerated freight, alongside brokerage.
Executes customer-specific programs inside production environments and coordinates employee drivers, owner-operators, agents and third-party capacity. Automotive remains a core market, and General Motors is the largest customer; demand follows production cycles and scheduled shutdowns. Service also depends on driver availability, union labor agreements, fuel and equipment costs, and compliance with transportation, safety, labor, customs and environmental rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 15, 2026 | Stifel Nicolaus | Target | Target: $17 | Target: $15 |
| Dec 16, 2025 | Stifel Nicolaus | Target | Target: $24 | Target: $17 |
| Oct 10, 2025 | Stifel Nicolaus | Target | Target: $36 | Target: $24 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $20.3M · Total debt $838.5M · Total assets $1.68B · Shareholders' equity $561.0M
- Revenue
- $379.3M
- Operating income
- $45.1M
- Net income
- $26.2M
HistoryDividendAnnual yield
| Institutions | 28.19% | 7.43M shares | |
|---|---|---|---|
| 75 holders · as of Jun 30, 2026 | |||
| Insiders | 0.67% | 177.2K shares | |
| 8 holders · as of Jun 1, 2026 | |||
| Other | 71.14% | 18.76M shares | |
| remainder | |||
26.37M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 14.99% | 3.95M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 3.05% | 805,472 | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 2.07% | 546,072 | as of Jun 30, 2026 |
American Century Companies IncInstitution | 1.15% | 302,671 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 1.07% | 281,618 | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Ryder System
Broad overlap in supply-chain and dedicated transportation
- J.B. Hunt
Broad overlap in intermodal, dedicated, brokerage, and truckload
- GXO Logistics
Pure-play contract logistics and warehouse outsourcing rival
- Schneider National
Multimodal peer across truckload, intermodal, and logistics
- Hub Group
Intermodal and logistics peer with dedicated trucking overlap
- Werner Enterprises
Dedicated and truckload carrier with logistics overlap
- Landstar System
Agent-based truckload and specialized freight competitor
- C.H. Robinson Worldwide
Large brokerage and managed-transportation competitor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Universal Logistics | $16.87 | −1.49% | $451.4M | — | 17.0 | 0.3 | −3.7% |
| Ryder System | $238.04 | +0.38% | $9.09B | 19.2 | 14.6 | 0.7 | +5.0% |
| J.B. Hunt | $237.01 | +0.36% | $22.18B | 33.5 | 27.6 | 1.7 | +19.4% |
| GXO Logistics | $45.70 | +0.66% | $5.22B | 40.0 | 13.8 | 0.4 | +4.3% |
| Schneider National | $32.25 | −0.25% | $5.66B | 50.5 | 24.0 | 1.0 | +10.4% |
| Hub Group | $32.32 | +2.03% | $1.92B | — | 39.3 | — | −1.0% |
| Werner Enterprises | $34.67 | −0.99% | $2.10B | — | 20.0 | 0.6 | +24.0% |
| Landstar System | $168.70 | −0.95% | $5.78B | 44.1 | 24.8 | 1.2 | +18.2% |
| C.H. Robinson Worldwide | $151.18 | −1.09% | $18.02B | 29.2 | 22.0 | 1.1 | +19.3% |
| Median | 36.7 | 23.0 | 1.0 | +14.3% |