ULH Stock - Universal Logistics Holdings, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $1.85B | $1.66B | $2.02B | $1.75B | $1.39B |
| Gross Profit | $315.88M | $255.82M | $352.40M | $215.33M | $159.54M |
| Gross Margin | 17.1% | 15.4% | 17.5% | 12.3% | 11.5% |
| Operating Income | $203.11M | $145.44M | $240.44M | $102.96M | $80.36M |
| Net Income | $129.91M | $92.90M | $168.63M | $73.73M | $48.13M |
| Net Margin | 7.0% | 5.6% | 8.4% | 4.2% | 3.5% |
| EPS | $4.94 | $3.53 | $6.37 | $2.74 | $1.78 |
Universal Logistics Holdings, Inc. provides transportation and logistics solutions in the United States, Mexico, Canada, and Colombia. It offers truckload services, which include dry van, flatbed, heavy-haul, and refrigerated operations; domestic and international freight forwarding, and customs brokerage services; and final mile and ground expedite services. The company transports various commodities comprising automotive parts, machinery, building materials, paper, food, consumer goods, furniture, steel, and other metals. It also provides value-added services for individual customer requirements, including material handling, consolidation, sequencing, sub-assembly, cross-dock, kitting, repacking, warehousing, and returnable container management; and intermodal support services comprising short-to-medium distance delivery of steamship and rail truck containers between the port or railhead, and the customer and drayage services. The company serves automotive, steel, oil and gas, alternative energy, and manufacturing industries, as well as other transportation companies who aggregate loads from various shippers. The company was formerly known as Universal Truckload Services, Inc. and changed its name to Universal Logistics Holdings, Inc. in April 2016. Universal Logistics Holdings, Inc. was founded in 1932 and is headquartered in Warren, Michigan.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| April 29th 2024 | Stifel | Downgrade | Hold | $46← $36 |
| January 10th 2024 | Stifel | Upgrade | Buy | $36← $35 |
| November 2nd 2022 | Stifel | Downgrade | Hold | $36 |
Earnings History & Surprises
ULHEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 22, 2026 | — | — | — | — |
Q1 2026 | Feb 5, 2026 | $-0.05 | — | — | — |
Q4 2025 | Nov 6, 2025 | $0.18 | $0.24 | +33.3% | ✓ BEAT |
Q3 2025 | Jul 24, 2025 | $0.34 | $0.32 | -5.9% | ✗ MISS |
Q2 2025 | Apr 24, 2025 | $0.48 | $0.23 | -52.1% | ✗ MISS |
Q1 2025 | Feb 6, 2025 | $0.93 | $0.77 | -17.2% | ✗ MISS |
Q4 2024 | Oct 24, 2024 | $1.18 | $1.15 | -2.5% | ✗ MISS |
Q3 2024 | Jul 25, 2024 | $1.14 | $1.17 | +2.6% | ✓ BEAT |
Q2 2024 | Apr 25, 2024 | $0.73 | $1.99 | +172.6% | ✓ BEAT |
Q1 2024 | Feb 15, 2024 | $0.71 | $0.81 | +14.1% | ✓ BEAT |
Q4 2023 | Oct 26, 2023 | $1.00 | $0.88 | -12.0% | ✗ MISS |
Q3 2023 | Jul 27, 2023 | $1.01 | $0.90 | -10.9% | ✗ MISS |
Q2 2023 | Apr 27, 2023 | $0.93 | $0.95 | +2.2% | ✓ BEAT |
Q1 2023 | Feb 9, 2023 | $1.36 | $1.27 | -6.6% | ✗ MISS |
Q4 2022 | Oct 27, 2022 | $1.34 | $1.84 | +37.3% | ✓ BEAT |
Q3 2022 | Jul 28, 2022 | $1.15 | $1.69 | +47.0% | ✓ BEAT |
Q2 2022 | May 5, 2022 | $0.72 | $1.56 | +116.7% | ✓ BEAT |
Q1 2022 | Feb 10, 2022 | $0.54 | $0.92 | +70.4% | ✓ BEAT |
Q4 2021 | Oct 28, 2021 | $0.52 | $0.74 | +42.3% | ✓ BEAT |
Q3 2021 | Jul 29, 2021 | $0.79 | $0.95 | +20.3% | ✓ BEAT |
Latest News
Stifel Maintains Hold on Universal Logistics Hldgs, Lowers Price Target to $17
📉 NegativeUniversal Logistics Hldgs Q3 EPS $(2.84) May Not Compare To $0.18 Estimate, Sales $396.786M Miss $400.600M Estimate
📉 NegativeUniversal Logistics Holdings Postponed The Release Of Its Financial Results For The Q3 Ended September 27, 2025; Co. Will Announce A New Date And Time For The Issuance Of Its Earnings Release And Conference Call Once The Financial Reporting Process Is Complete
📉 NegativeStifel Maintains Hold on Universal Logistics Hldgs, Lowers Price Target to $24
📉 NegativeFrequently Asked Questions about ULH
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