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Upturn AI SWOT - About
Universal Logistics Holdings Inc (ULH)
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Upturn Advisory Summary
08/14/2025: ULH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $28
1 Year Target Price $28
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.14% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 649.81M USD | Price to earnings Ratio 10.68 | 1Y Target Price 28 |
Price to earnings Ratio 10.68 | 1Y Target Price 28 | ||
Volume (30-day avg) 1 | Beta 1 | 52 Weeks Range 20.51 - 52.75 | Updated Date 08/15/2025 |
52 Weeks Range 20.51 - 52.75 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.62% | Basic EPS (TTM) 2.31 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-23 | When Before Market | Estimate 0.63 | Actual 0.32 |
Profitability
Profit Margin 3.66% | Operating Margin (TTM) 5.05% |
Management Effectiveness
Return on Assets (TTM) 4.56% | Return on Equity (TTM) 9.67% |
Valuation
Trailing PE 10.68 | Forward PE - | Enterprise Value 1527317207 | Price to Sales(TTM) 0.39 |
Enterprise Value 1527317207 | Price to Sales(TTM) 0.39 | ||
Enterprise Value to Revenue 0.92 | Enterprise Value to EBITDA 5.8 | Shares Outstanding 26329600 | Shares Floating 6680606 |
Shares Outstanding 26329600 | Shares Floating 6680606 | ||
Percent Insiders 74.62 | Percent Institutions 28.16 |
Upturn AI SWOT
Universal Logistics Holdings Inc
Company Overview
History and Background
Universal Logistics Holdings, Inc. was founded in 1932 and has evolved from a regional trucking company to a comprehensive transportation and logistics solutions provider. It grew through organic expansion and strategic acquisitions.
Core Business Areas
- Truckload: Provides transportation of goods in full truckload quantities. This includes dry van, flatbed, and specialized equipment services.
- Brokerage: Acts as a third-party logistics provider (3PL), connecting shippers with carriers. Services include capacity procurement, rate negotiation, and shipment tracking.
- Intermodal: Provides transportation of goods using a combination of truck and rail, offering cost-effective and environmentally friendly shipping solutions.
- Logistics: Offers value-added services such as warehousing, distribution, and supply chain management solutions.
Leadership and Structure
The company is led by Tim Phillips (CEO). The organizational structure is hierarchical, with functional departments reporting to senior management.
Top Products and Market Share
Key Offerings
- Truckload Services: Provides direct point-to-point freight transportation. Market share data is difficult to pinpoint exactly but is estimated to be less than 1% of the highly fragmented US truckload market. Competitors include Schneider National, Knight-Swift Transportation, and Werner Enterprises.
- Intermodal Services: Combines truck and rail transport. Market share varies by region and lane. Competitors include J.B. Hunt Transport Services, Hub Group, and XPO Logistics.
- Brokerage Services: Connects shippers and carriers for spot market freight needs. Competitors include C.H. Robinson, Echo Global Logistics, and TQL.
- Value-Added Logistics: Warehouse, distribution, etc. Number of users and revenue are not publicly segmented. Competitors include Ryder System, Penske Logistics, and DHL Supply Chain.
Market Dynamics
Industry Overview
The transportation and logistics industry is highly competitive and cyclical, influenced by economic growth, fuel prices, and regulatory changes. Technological advancements and e-commerce growth are driving significant changes.
Positioning
Universal Logistics Holdings Inc. positions itself as a comprehensive logistics provider, offering a range of services to meet diverse customer needs. It aims to differentiate through customer service and technology.
Total Addressable Market (TAM)
The total addressable market for logistics in the U.S. is estimated to be hundreds of billions of dollars annually. Universal Logistics holds a small percentage of the total market but is positioning itself to grow by investing in technology and infrastructure.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Established customer base
- Experienced management team
- Strong focus on customer service
- Nationwide coverage
Weaknesses
- Exposure to economic cycles
- Reliance on third-party carriers
- Fuel price volatility
- Intense competition
- Smaller size relative to larger competitors
Opportunities
- E-commerce growth
- Supply chain disruptions
- Technological advancements
- Strategic acquisitions
- Expansion into new markets
Threats
- Economic downturns
- Increased competition
- Rising fuel costs
- Driver shortages
- Regulatory changes
Competitors and Market Share
Key Competitors
- JBHT
- CHRW
- XPO
- KNX
Competitive Landscape
Universal Logistics Holdings faces intense competition from larger and more established players in the transportation and logistics industry. Its strengths lie in its customer service and diversified service offerings, while its weaknesses include its smaller size and exposure to economic cycles.
Major Acquisitions
Southern Counties Express, Inc.
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded its dedicated contract carriage operations, added additional capacity, and diversified its customer base. Strengthened its presence in a key geographic market.
Growth Trajectory and Initiatives
Historical Growth: Universal Logistics Holdings has experienced moderate growth over the past years, driven by organic expansion and acquisitions.
Future Projections: Analyst estimates vary, but generally project continued growth in revenue and earnings. Specific projections depend on economic conditions and company performance.
Recent Initiatives: Recent initiatives include investments in technology, expansion of service offerings, and strategic acquisitions to expand its network and customer base.
Summary
Universal Logistics Holdings is a comprehensive logistics provider with a diversified service portfolio. It faces strong competition in a cyclical industry. While its strong customer service and strategic acquisitions are beneficial, it must manage economic volatility and reliance on third-party carriers to maintain growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Universal Logistics Holdings Inc
Exchange NASDAQ | Headquaters Warren, MI, United States | ||
IPO Launch date 2005-02-11 | CEO, President & Director Mr. Timothy Phillips | ||
Sector Industrials | Industry Trucking | Full time employees 10821 | |
Full time employees 10821 | |||
Universal Logistics Holdings, Inc. provides customized transportation and logistics solutions in the United States, Mexico, Canada, and Colombia. It operates through three segments: Contract Logistics, Intermodal, and Trucking. The Contract Logistics segment offers value-added or dedicated transportation services to support in-bound logistics to industrial customers and retailers, including material handling, consolidation, sequencing, sub-assembly, cross-dock services, kitting, repacking, warehousing and returnable container management, and rail lift services. This segment also provides dedicated services primarily short run or round-trip moves within a defined geographic area provided through a network of union and non-union employee drivers, owner-operators, and contract drivers. The Intermodal segment offers local and regional drayage moves coordinated by company-managed terminals using a mix of owner-operators, company equipment, and third-party capacity providers comprising steamship-truck, rail-truck, and support services. The Trucking segment engages in dry van, flatbed, and heavy-haul and refrigerated operations for transport of various general commodities, such as automotive parts, machinery, building materials, paper, food, consumer goods, furniture, steel, and other metals. The company is also involved in the air, ocean and customs brokerage, and air and ocean freight forwarding operations. It serves automotive, retail and consumer goods, steel and other metals, and energy and manufacturing industries, as well as other transportation companies that aggregate loads from 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 1981 and is headquartered in Warren, Michigan.
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