Universal Logistics Holdings, Inc. (ULH)

From the record

Universal Logistics Holdings, Inc.'s filings since 2017 show 5 warning events of 2 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2026-03-09); an auditor change (8-K item 4.01, 4 times, the latest 2026-03-20) (its current reports).

From the record

Universal Logistics Holdings, Inc.'s 9 filed years say what it did: revenue went from $1.2 billion in fiscal 2017 to $1.6 billion in fiscal 2025, up 3.1% a year; it rose in 5 of 8 years; the deepest fall was 23% from fiscal 2022 to fiscal 2025; net income was positive in 8 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Universal Logistics Holdings, Inc.'s diluted share count shrank about 0.2% a year, and dividends and buybacks returned about 7% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Universal Logistics Holdings, Inc. lost about 18 cents for every dollar of shareholders' money. Leverage: it owed about 70 cents per dollar of assets, and net share issuance: its share count was unchanged over the year (the filed statements).

From the record

Universal Logistics Holdings, Inc.'s standing among 13 graded names in its industry family: revenue of $1.6 billion in fiscal 2025 ranks in the bottom 35% by size; a net margin of -6.4% ranks in the bottom 19%; revenue growth of -8.2% a year over the last 3 filed years ranks in the bottom 27% (its annual reports).

From the record

Universal Logistics Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Phillips, Timothy (Chief Executive Officer, as filed), filing under that title since 2020-01-15, 6.8 years (top 27% of its family); the 4 officers and directors filing in the last fifteen months have been on the record a median of 8.6 years (top 42%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 4 people in charge now (bottom 19%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Universal Logistics Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $27 million against debt of $798 million leaves -43.5% of its assets as net cash, bottom 4% of its family; cash from operations less capital spending is -2.6% of revenue (bottom 27%) (its annual report).

From the record

Universal Logistics Holdings, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -8.2% a year over the last three filed years against 3.1% over all 9, slowing (top 50% of its family); the newest year grew -15.6% (bottom 19%); capital spending grew 24.2% a year (top 12%) (its annual reports). Universal Logistics Holdings, Inc. reported 5 product lines in fiscal 2025: Value Added Services at $712 million (46%), Dedicated Services at $338 million (22%), Intermodal Services at $252 million (16%), and 2 more; 0 of 5 grew against the year before (its annual report).

From the record

Universal Logistics Holdings, Inc.'s newest year against its own record: revenue of $1.6 billion in fiscal 2025 came in 11.8% below the $1.8 billion its prior three years' pace pointed to (bottom 12% of its family); net income of $100 million against a prior three-year average of $130 million (bottom 19%); a net margin of -6.4% against 7% before (bottom 4%) (its annual reports).