UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does UNIVERSAL LOGISTICS HOLDINGS, INC. Do?
Universal Truckload Services, Inc. provides transportation and logistics solutions in the United States, Mexico, Canada, Colombia, Europe, and internationally. UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) is classified as a small-cap stock in the Industrials sector, specifically within the Transportation industry. The company is led by CEO Tim Phillips and employs approximately 8,000 people, headquartered in WARREN, Michigan. With a market capitalization of $577M, ULH is one of the notable companies in the Industrials sector.
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) Stock Rating — Reduce (April 2026)
As of April 2026, UNIVERSAL LOGISTICS HOLDINGS, INC. receives a Reduce rating with a composite score of 36.9/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.ULH ranks #2,083 out of 4,446 stocks in our coverage universe. Within the Industrials sector, UNIVERSAL LOGISTICS HOLDINGS, INC. ranks #328 of 752 stocks, placing it in the upper half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
ULH Stock Price and 52-Week Range
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) currently trades at $21.28. The stock lost $1.08 (4.8%) in the most recent trading session. The 52-week high for ULH is $30.76, which means the stock is currently trading -30.8% from its annual peak. The 52-week low is $12.78, putting the stock 66.5% above its annual trough. Recent trading volume was 46K shares, suggesting relatively thin trading activity.
Is ULH Overvalued or Undervalued? — Valuation Analysis
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) carries a value factor score of 38/100 in the Blank Capital model, signaling premium valuation that prices in significant future growth. The price-to-book ratio stands at 1.05x, versus the sector average of 2.23x. The price-to-sales ratio is 0.36x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, ULH trades at 9.66x EV/EBITDA, versus 5.70x for the sector.
At current multiples, UNIVERSAL LOGISTICS HOLDINGS, INC. trades at a premium to most Industrials peers. This elevated valuation may be justified if the company can sustain above-average growth rates and profitability, but it also creates downside risk if earnings disappoint expectations.
UNIVERSAL LOGISTICS HOLDINGS, INC. Profitability — ROE, Margins, and Quality Score
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is -6.3%, compared to the Industrials sector average of 8.9%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at -1.9% versus the sector average of 3.3%.
On a margin basis, UNIVERSAL LOGISTICS HOLDINGS, INC. reports gross margins of 56.0%, compared to 35.8% for the sector. The operating margin is 0.1% (sector: 6.2%). Net profit margin stands at -2.2%, versus 3.9% for the average Industrials stock. Revenue growth is running at -14.1% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
ULH Debt, Balance Sheet, and Financial Health
UNIVERSAL LOGISTICS HOLDINGS, INC. has a debt-to-equity ratio of 148.0%, compared to the Industrials sector average of 70.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 1.20x, suggesting adequate working capital coverage. Total debt on the balance sheet is $798M. Cash and equivalents stand at $27M.
ULH has a beta of 1.45, meaning it is more volatile than the broader market — a $10,000 investment in ULH would be expected to move 44.7% more than the S&P 500 on any given day. The stability factor score for UNIVERSAL LOGISTICS HOLDINGS, INC. is 30/100, suggesting elevated price swings that may be unsuitable for conservative portfolios.
UNIVERSAL LOGISTICS HOLDINGS, INC. Revenue and Earnings History — Quarterly Trend
In TTM 2026, UNIVERSAL LOGISTICS HOLDINGS, INC. reported revenue of $1.60B and earnings per share (EPS) of $-3.79. Net income for the quarter was $-34M. Gross margin was 56.0%. Operating income came in at $4M.
In FY 2025, UNIVERSAL LOGISTICS HOLDINGS, INC. reported revenue of $1.56B and earnings per share (EPS) of $-3.79. Net income for the quarter was $-100M. Revenue grew -15.6% year-over-year compared to FY 2024. Operating income came in at $-64M.
In Q3 2025, UNIVERSAL LOGISTICS HOLDINGS, INC. reported revenue of $397M and earnings per share (EPS) of $-2.84. Net income for the quarter was $-75M. Revenue grew -7.0% year-over-year compared to Q3 2024. Operating income came in at $-74M.
In Q2 2025, UNIVERSAL LOGISTICS HOLDINGS, INC. reported revenue of $394M and earnings per share (EPS) of $0.32. Net income for the quarter was $8M. Revenue grew -14.8% year-over-year compared to Q2 2024. Operating income came in at $20M.
Over the past 8 quarters, UNIVERSAL LOGISTICS HOLDINGS, INC. has demonstrated a growth trajectory, with revenue expanding from $462M to $1.60B. Investors analyzing ULH stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
ULH Dividend Yield and Income Analysis
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) currently pays a dividend yield of 1.8%. At this yield, a $10,000 investment in ULH stock would generate approximately $$179.00 in annual dividend income.
ULH Momentum and Technical Analysis Profile
UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) has a momentum factor score of 34/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 37/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 10/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
ULH vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) ranks #328 out of 752 stocks based on the Blank Capital composite score. This places ULH in the upper half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.
Comparing ULH against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full ULH vs S&P 500 (SPY) comparison to assess how UNIVERSAL LOGISTICS HOLDINGS, INC. stacks up against the broader market across all factor dimensions.
ULH Next Earnings Date
No upcoming earnings date has been announced for UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy ULH? — Investment Thesis Summary
The quantitative profile for UNIVERSAL LOGISTICS HOLDINGS, INC. suggests caution. The value score of 38/100 indicates premium valuation. Momentum is weak at 34/100, a headwind for near-term performance. High volatility (stability score 30/100) increases portfolio risk.
In summary, UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) earns a Reduce rating with a composite score of 36.9/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on ULH stock.
Related Resources for ULH Investors
Explore more research and tools: ULH vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare ULH head-to-head with peers: ULH vs SOBO, ULH vs TEN, ULH vs GLDD.