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Universal Logistics Holdings, Inc.. (ULH) Fundamental Analysis & AI Grade 2026

ULH Nasdaq Trucking (No Local) NV CIK: 0001308208
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-04-04
Combined AI Grade
D
75% Confidence
N/A
D
75% Conf
Pending
Analysis scheduled

📊 ULH Key Takeaways

Revenue: $367.6M
Net Margin: -1.0%
Free Cash Flow: $23.8M
Current Ratio: 1.13x
Debt/Equity: 1.39x
EPS: $-0.13
AI Grade: D with 75% confidence
Universal Logistics Holdings, Inc.. (ULH) receives a D fundamental grade with 75% confidence from our AI analysis based on SEC 10-K filings. With revenue of $367.6M, net profit margin of -1.0%, and return on equity (ROE) of -0.7%, Universal Logistics Holdings, Inc.. demonstrates mixed fundamentals in the Automotive sector. Below is our complete ULH stock analysis for 2026.

Is Universal Logistics Holdings, Inc.. (ULH) a Good Investment?

Claude

Universal Logistics faces severe financial distress with negative profitability, sharply declining revenues (-15.6% YoY), and critically unsustainable leverage. Most alarmingly, the 0.4x interest coverage ratio indicates the company cannot service its $750.3M debt burden from operating income, creating imminent refinancing risk and potential default exposure.

Universal Logistics Holdings, Inc.. Key Strengths (ULH)

Claude
  • + Positive operating cash flow of $33.4M demonstrates underlying business still generates cash
  • + Free cash flow of $23.8M remains positive, providing limited financial flexibility
  • + Current ratio of 1.13x maintains minimal liquidity buffer above distressed levels

ULH Stock Risks: Universal Logistics Holdings, Inc.. Investment Risks

Claude
  • ! Interest coverage ratio of 0.4x is critically unsustainable—operating income cannot cover interest obligations, indicating acute solvency risk
  • ! Revenue contraction of 15.6% YoY signals deteriorating business conditions in cyclical trucking sector
  • ! Elevated debt-to-equity of 1.39x with only $17.9M cash against $750.3M long-term debt creates acute refinancing vulnerability
  • ! Negative net margin of -1.0% and unprofitable operations provide no cushion for adverse developments
  • ! Razor-thin operating margin of 1.3% leaves zero tolerance for further operational deterioration

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend—any further decline indicates default risk escalation
  • * Revenue stabilization or continued decline—sequential trends will signal business stabilization
  • * Free cash flow sustainability—must remain positive to service debt absent profitability improvement
  • * Debt refinancing activities—market access at reasonable rates will determine survival timeline

Universal Logistics Holdings, Inc.. (ULH) Financial Metrics & Key Ratios

Revenue
$367.6M
Net Income
$-3.5M
EPS (Diluted)
$-0.13
Free Cash Flow
$23.8M
Total Assets
$1.7B
Cash Position
$17.9M

💡 AI Analyst Insight

Universal Logistics Holdings, Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ULH Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 1.3%
Net Margin -1.0%
ROE -0.7%
ROA -0.2%
FCF Margin 6.5%

ULH vs Automotive Sector: How Universal Logistics Holdings, Inc.. Compares

How Universal Logistics Holdings, Inc.. compares to Automotive sector averages

Net Margin
ULH -1.0%
vs
Sector Avg 6.0%
ULH Sector
ROE
ULH -0.7%
vs
Sector Avg 12.0%
ULH Sector
Current Ratio
ULH 1.1x
vs
Sector Avg 1.2x
ULH Sector
Debt/Equity
ULH 1.4x
vs
Sector Avg 1.0x
ULH Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Universal Logistics Holdings, Inc.. Stock Overvalued? ULH Valuation Analysis 2026

Based on fundamental analysis, Universal Logistics Holdings, Inc.. shows some fundamental concerns relative to the Automotive sector in 2026.

Return on Equity
-0.7%
Sector avg: 12%
Net Profit Margin
-1.0%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.39x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Universal Logistics Holdings, Inc.. Balance Sheet: ULH Debt, Cash & Liquidity

Current Ratio
1.13x
Quick Ratio
1.10x
Debt/Equity
1.39x
Debt/Assets
0.0%
Interest Coverage
0.39x
Long-term Debt
$750.3M

ULH Revenue & Earnings Growth: 5-Year Financial Trend

ULH 5-year financial data: Year 2021: Revenue $1.8B, Net Income $37.6M, EPS $1.34. Year 2022: Revenue $2.0B, Net Income $48.1M, EPS $1.78. Year 2023: Revenue $2.0B, Net Income $73.7M, EPS $2.74. Year 2024: Revenue $2.0B, Net Income $168.6M, EPS $6.37. Year 2025: Revenue $1.8B, Net Income $92.9M, EPS $3.53.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Universal Logistics Holdings, Inc..'s revenue has shown modest growth of 5% over the 5-year period. The most recent EPS of $3.53 reflects profitable operations.

ULH Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.5%
Free cash flow / Revenue

ULH Quarterly Earnings & Performance

Quarterly financial performance data for Universal Logistics Holdings, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $367.6M -$3.5M $-0.13
Q3 2025 $396.8M $6.0M $1.01
Q2 2025 $393.8M $6.0M $0.32
Q1 2025 $382.4M $6.0M $0.23
Q3 2024 $421.3M $23.0M $0.88
Q2 2024 $412.6M $23.6M $0.90
Q1 2024 $437.4M $24.9M $0.95
Q3 2023 $421.3M $23.0M $0.88

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Universal Logistics Holdings, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$33.4M
Cash generated from operations
Stock Buybacks
$85.0K
Shares repurchased (TTM)
Capital Expenditures
$9.6M
Investment in assets
Dividends Paid
$2.8M
Returned to shareholders

ULH SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Universal Logistics Holdings, Inc.. (CIK: 0001308208)

📋 Recent SEC Filings

Date Form Document Action
May 14, 2026 10-Q ulh-20260404.htm View →
May 11, 2026 4 xslF345X06/ownership.xml View →
May 1, 2026 8-K ulh-20260429.htm View →
Apr 8, 2026 8-K ulh-20260402.htm View →
Mar 31, 2026 DEF 14A ulh-20260324.htm View →

Frequently Asked Questions about ULH

What is the AI rating for ULH?

Universal Logistics Holdings, Inc.. (ULH) has an AI grade of D with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ULH's key strengths?

Claude: Positive operating cash flow of $33.4M demonstrates underlying business still generates cash. Free cash flow of $23.8M remains positive, providing limited financial flexibility.

What are the risks of investing in ULH?

Claude: Interest coverage ratio of 0.4x is critically unsustainable—operating income cannot cover interest obligations, indicating acute solvency risk. Revenue contraction of 15.6% YoY signals deteriorating business conditions in cyclical trucking sector.

What is ULH's revenue and growth?

Universal Logistics Holdings, Inc.. reported revenue of $367.6M.

Does ULH pay dividends?

Universal Logistics Holdings, Inc.. pays dividends, with $2.8M distributed to shareholders in the trailing twelve months.

Where can I find ULH SEC filings?

Official SEC filings for Universal Logistics Holdings, Inc.. (CIK: 0001308208) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ULH's EPS?

Universal Logistics Holdings, Inc.. has a diluted EPS of $-0.13.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is ULH's fundamental grade?

Based on our AI fundamental analysis in June 2026, Universal Logistics Holdings, Inc.. has a D grade with 75% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ULH stock overvalued or undervalued?

Valuation metrics for ULH: ROE of -0.7% (sector avg: 12%), net margin of -1.0% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

What is ULH's AI grade for 2026?

Our dual AI analysis gives Universal Logistics Holdings, Inc.. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ULH's free cash flow?

Universal Logistics Holdings, Inc..'s operating cash flow is $33.4M, with capital expenditures of $9.6M. FCF margin is 6.5%.

How does ULH compare to other Automotive stocks?

Vs Automotive sector averages: Net margin -1.0% (avg: 6%), ROE -0.7% (avg: 12%), current ratio 1.13 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 15, 2026 | Data as of: 2026-04-04 | Powered by Claude AI