Universal Logistics Holdings Inc

Universal Logistics Holdings Inc (ULH) Stock Analysis

$16.740

-0.589 (-3.52%)At close

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High
17.010
Open
15.788
VWAP
16.51
Volume
41.10K
Mkt Cap
1.05B
Low
15.788
Amount
678.72K
EV/EBITDA, TTM
8.01

Universal Logistics Holdings, Inc. is a holding company whose subsidiaries provide customized transportation and logistics solutions throughout the United States and in Mexico, Canada and Colombia. Its segments include Contract Logistics, Intermodal, and Trucking. The Contract logistics segment offers value-added transportation services to support in-bound logistics to industrial customers and retailers on a contractual basis. These services are tailored to individual customer requirements and include material handling, consolidation, sequencing, sub-assembly, cross-dock services, kitting, repacking, and rail lift services. Intermodal segment provides local and regional drayage moves coordinated by Company-managed terminals using a mix of owner-operators, company equipment, and third-party capacity providers (broker carriers). These services include steamship-truck, rail-truck, and support services. Trucking segment includes dry van, flatbed, heavy-haul and refrigerated operations.

AI analysis of Universal Logistics Holdings Inc (ULH)

Hold

Universal Logistics Holdings Inc (ULH) is currently not a strong buy due to mixed signals in its financial performance and market conditions. The stock is priced at $16.74, which is below the recent analyst target of $17, indicating limited upside potential. The company's RSI is at 47.66, suggesting it is neither overbought nor oversold, which aligns with a hold strategy. However, the forward P/E ratio is 11.17, indicating potential value, but the recent earnings report showed a significant net income drop of $117.94 million in Q3 2025, raising concerns about profitability. The main risk is the high debt level, with a net-debt-to-EBITDA ratio of 20, which could impact future growth and borrowing capabilities.

Analyst Ratings (2)

+1.55% upside
Buy
1 Buy
1 Hold
0 Sell
Current: 16.74
Low
17.00
Average
17.00
High
17.00

Stifel

2026-07-15

Price Target

$15

Hold

Stifel

2026-05-05

Price Target

$17

Hold

Stifel

2026-04-07

Price Target

$20

Hold

Stifel

2025-12-16

Price Target

$17

Hold

Stifel

2025-01-23

Price Target

$44

Hold

Valuation Metrics

The current forward P/E ratio for Universal Logistics Holdings Inc (ULH) is 11.17, compared to its 5-year average forward P/E of 9.30.

Forward P/E

Fair
5Y Average P/E
9.30
Current P/E
11.17
Overvalued
14.18
Undervalued
4.42

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
5.39
Current EV/EBITDA
8.01
Overvalued
6.63
Undervalued
4.15

Forward P/S

Fair
5Y Average P/S
0.42
Current P/S
0.29
Overvalued
0.55
Undervalued
0.28

Alphio AI Price Scenarios for ULH

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%ULH

$28.41

Scenario price

B

Base

Base · 50%ULH

$24.60

Scenario price

B

Bear

Bear · 25%ULH

$22.99

Scenario price

Events Timeline

2026-07-31 (ET)

16:30:00

Universal Reports Q2 Revenue of $379.3M

2026-04-08 (ET)

16:20:00

Universal Logistics Appoints Michael Rogers as CFO

2026-03-13 (ET)

16:20:00

Universal Reports Q4 Revenue of $385.43M

2025-10-23 (ET)

17:16:40

Universal Logistics delays release of Q3 earnings report.

2025-07-24 (ET)

16:26:00

Universal Logistics reports Q2 EPS 32c vs. $1.17 last year

News

ULH FAQ — answered by Alphio AI

Universal Logistics Holdings, Inc. is a holding company whose subsidiaries provide customized transportation and logistics solutions throughout the United States and in Mexico, Canada and Colombia. Its segments include Contract Logistics, Intermodal, and Trucking. The Contract logistics segment offers value-added transportation services to support in-bound logistics to industrial customers and retailers on a contractual basis. These services are tailored to individual customer requirements and include material handling, consolidation, sequencing, sub-assembly, cross-dock services, kitting, repacking, and rail lift services. Intermodal segment provides local and regional drayage moves coordinated by Company-managed terminals using a mix of owner-operators, company equipment, and third-party capacity providers (broker carriers). These services include steamship-truck, rail-truck, and support services. Trucking segment includes dry van, flatbed, heavy-haul and refrigerated operations. It operates in the Industrials sector (TRUCKING (NO LOCAL) industry).

Universal Logistics Holdings Inc (ULH) is currently not a strong buy due to mixed signals in its financial performance and market conditions. The stock is priced at $16.74, which is below the recent analyst target of $17, indicating limited upside potential. The company's RSI is at 47.66, suggesting it is neither overbought nor oversold, which aligns with a hold strategy. However, the forward P/E ratio is 11.17, indicating potential value, but the recent earnings report showed a significant net income drop of $117.94 million in Q3 2025, raising concerns about profitability. The main risk is the high debt level, with a net-debt-to-EBITDA ratio of 20, which could impact future growth and borrowing capabilities.

2 analysts cover ULH: 1 rate it Buy, 1 Hold and 0 Sell. The average price target is 17.00.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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