ULHUNIVERSAL LOGISTICS HOLDINGS, INC.(ULH)Stock Analysis

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SEC EDGAR: CIK 1308208ULH stock profile & AI dashboard →

13F Pro Quality Score

31.5/100

Rank #2,308 of 2,879 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

16.4/100

Profitability

21.1/100

Balance Sheet

22.5/100

Earnings Quality

30.0/100

Free Cash Flow

28.9/100

Institutional Flow

32.2/100

Revenue Scale

58.0/100

Dilution Risk

89.8/100

ULH Stock Analysis & AI Quality Score

AI stock analysis and institutional research for UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ULH at 31.5/100 on a 32-signal composite quality model, placing it at rank #2,308 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (16.4) and profitability (21.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), UNIVERSAL LOGISTICS HOLDINGS, INC. reports quarterly revenue of $367.6M, net income of $-3.5M, free cash flow of $23.8M. Top institutional holders of ULH by reported 13-F value include FMR, DIMENSIONAL FUND ADVISORS, BlackRock,, based on the most recent SEC filings. ULH trades on the Nasdaq exchange and files with the SEC under CIK 1308208. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ULH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNIVERSAL LOGISTICS HOLDINGS, INC. directly from SEC EDGAR. UNIVERSAL LOGISTICS HOLDINGS, INC.'s 13F Pro composite quality score has ranged between 32 and 66 since 2021, currently 31.5 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.

Revenue

Q1 2026

$367.6M

Net Income

Q1 2026

$-3.5M

Free Cash Flow

Q1 2026

$23.8M

D/E Ratio

Q1 2026

1.61

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-15.6% YoY
$1.56BFY 2025
FY21 $1.75BFY23 $1.66BFY24 $1.85BFY25 $1.56B

Net Income

-176.9% YoY
$-99.9MFY 2025
FY21 $73.7MFY23 $92.9MFY24 $129.9MFY25 $-99.9M

Operating Income

-131.7% YoY
$-64.3MFY 2025
FY21 $103.0MFY23 $145.4MFY24 $203.1MFY25 $-64.3M

EPS (Diluted)

-176.9% YoY
$-3.79FY 2025
FY21 $2.74FY23 $3.53FY24 $4.93FY25 $-3.79

Total Assets

-0.8% YoY
$1.77BFY 2025
FY21 $1.14BFY23 $1.25BFY24 $1.79BFY25 $1.77B

Total Debt

+7.6% YoY
$912.4MFY 2025
FY21 $488.5MFY23 $452.6MFY24 $847.9MFY25 $912.4M

Op. Cash Flow

+62.9% YoY
$183.0MFY 2025
FY21 $83.3MFY23 $210.2MFY24 $112.4MFY25 $183.0M

AI Insight: ULH Financial Trends

ULH's profitability collapsed in Q3 2025 and has not recovered; leverage surged 53% since Q2 2024 while revenue fell 20%.

Revenue declined from $462M (Q2 2024) to $368M (Q2 2026), a 20% drop over eight quarters.

Operating income turned negative in Q3 2025 at -$117M; recovered to $5M in Q2 2026 but remains fragile.

Total debt increased 53% from $564M (Q2 2024) to $912M peak (Q4 2025), now $866M; equity fell to $539M.

Net loss of $118M in Q3 2025 followed by near-breakeven results; sustainability of Q2 2026 $5M operating income unclear.

Debt-to-equity ratio spiked to 1.69x at Q4 2025, now 1.61x; balance sheet stress evident despite recent deleveraging.

AI Insight: ULH Ratio Trends

Universal Logistics has collapsed into losses across all profitability metrics, with operating margin at 1.3% in Q2 2026 after a catastrophic -29.6% in Q3 2025.

Operating margin deteriorated from 10.2% in Q2 2024 to 1.3% in Q2 2026, a 9-point decline over two years.

ROIC collapsed from 16.1% in Q2 2024 to 1.4% in Q2 2026, destroying shareholder capital efficiency.

Leverage rose from 0.93 D/E in Q2 2024 to 1.61 in Q2 2026, deteriorating balance sheet amid profitability crisis.

Q3 2025 saw extreme distress with -29.6% operating margin and -88.2% ROE, suggesting major operational disruption or one-time charge.

Net profit margin turned negative at -1.0% in Q2 2026; company unprofitable on bottom line despite modest operating margin.

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Available Research

13F Pro tracks comprehensive data for UNIVERSAL LOGISTICS HOLDINGS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of ULH

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Is ULH a good stock to buy?

13F Pro's AI-powered analysis of UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ULH are available on the ULH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ULH?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ULH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UNIVERSAL LOGISTICS HOLDINGS, INC.'s investment landscape.