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← CockpitCompetitor Analysis › ULH Universal Logistics Holdings, Inc.Open in the cockpit ↗

Universal Logistics Holdings, Inc.ULHCompetitor analysis, valuation and peers

United States · USD·Industrials›Trucking
Momentum leader 99
Mkt cap
$715M
US dollars, full cap
Free float
26%
of shares outstanding
$/day
$1.95M
20-day average traded
Fwd P/E
13.9×
forward earnings
ROIC−WACC
-3.3 pp
WACC 6.9%
Hurdle
n/a
no reverse DCF
Next earnings
97 days
11 Feb 2027
Close · USD$27.12
1D-8.0%
1W+20.1%
1M+56.2%
3M+43.6%
6M+108.0%
YTD+78.5%
1Y+71.7%
ATR %8.0%
Beta1.32
52w lowhigh19.9% off high

What Universal Logistics does

Employees: 10,525

Universal Logistics at a glance

Size Universal Logistics (ULH) is a United States Industrials company (Trucking) with a market value of $715M, the 2468th largest of 3,117 United States companies the cockpit tracks. Shares closed at $27.12 on 6 Nov 2026.

Performance Over six months the shares gained 108.0%, against -9.9% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue fell 6.8% over the last twelve months (peer median +3.4%); the operating margin is 3.7% (peer median 5.1%).

Valuation It trades at 13.9× forward earnings against a peer median of 15.9× (5th cheapest of 15).

Capital Return on invested capital runs 3.3 points below its cost of capital (6.9% WACC).

Short interest Short interest is 1.1% of the free float (15 Oct 2026).

Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).

Relative performance

10015020025011 May 202611 Aug 20266 Nov 2026ULH 216Peer median 90
Six months, rebased to 100: Universal Logistics against the median of its 20 peers (local-currency closes).

Universal Logistics financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.53B$1.56B$1.85B$1.66B$2.02B
Revenue growth—-16%+11%-18%—
Gross profit$173M$164M$262M$197M$287M
EBITDA$196M$206M$331M$222M$317M
Net income$44.6M-$99.9M$130M$92.9M$169M
Free cash flown/a-$41.1M-$139M-$30.3M$96.3M
Capital expendituren/a$224M$252M$241M$117M
Total debt$678M$971M$838M$476M$484M

Quarterly statements and history in the cockpit →

Universal Logistics competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+50%+100%-25%0%+25%+50%9304600650TCI603686HTLD9039CVLG300867600676VRLLOG001317FWRD9068TGHNMRTN001228NTG301068ULH6-month return →1-month return →
Up and to the right = strong over both horizons. Universal Logistics is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%+10%+20%0×50×100×150×TCI603686HTLD9039CVLG300867FWRDTGHNMRTNNTG9369301068ULHRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Universal Logistics is the large dot.

Universal Logistics competitors and peer comparison

How Universal Logistics compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Universal Logistics against its 20 peers (data as of 6 Nov 2026)
MeasureULHPeer medianRank in peer set
1-month return+56.2%-3.5%highest of 21
6-month return+108.0%-9.9%highest of 21
Distance from 52-week high-19.9%-31.9%8th highest of 21
Revenue growth (TTM)-6.8%+3.4%5th lowest of 21
Operating margin3.7%5.1%10th lowest of 21
Forward P/E13.9×15.9×5th cheapest of 15
ROIC minus cost of capital-3.3 pp-0.3 pp8th lowest of 21
EV / EBITDA7.0×9.0×5th cheapest of 14
Net debt / EBITDA3.4×1.4×2nd most indebted of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Universal Logistics ULHUnited States$715M+108%-7%4%13.9×n/an/a
Shibusawa Logistics 9304.TJapan$723M+48%+2%5%n/a16.9%+4.1%
Shanghai Jin Jiang Online Network Service 600650.SSChina$705M-14%-19%-2%n/a5.6%-10.8%
Transport Corporation of India TCI.NSIndia$700M-12%+12%8%14.2×14.9%+11.9%
Fulongma 603686.SSChina$743M-37%+6%6%27.8×2.4%-2.0%
Heartland Express HTLDUnited States$780M-24%-17%-6%28.2×n/an/a
Sakai Moving Service 9039.TJapan$785M+2%+4%10%13.7×-11.2%+4.5%
Covenant Logistics CVLGUnited States$801M-5%+12%1%12.3×n/an/a
Shengyuan Environmental Protection 300867.SZChina$638M-24%+3%28%11.8×-4.1%+8.5%
Shanghai Juss Sports and Entertainment 600676.SSChina$802M-36%-14%-15%n/a5.1%-11.0%
VRL Logistics VRLLOG.NSIndia$624M+27%+11%14%16.1×6.2%+12.8%
San Yang Ma (Chongqing) Logistics 001317.SZChina$606M-11%-51%4%n/a35.8%+7.1%
Forward Air FWRDUnited States$562M+69%0%3%153.6×17.1%+14.5%
Maruzen Showa Unyu 9068.TJapan$922M-15%+3%10%10.5×-7.4%+4.2%
Logwin TGHN.DEGermany$942M+5%-6%5%15.2×-16.0%+3.9%
Marten Transport MRTNUnited States$959M-25%-5%1%27.1×n/an/a
Yongtaiyun Chemical Logistics 001228.SZChina$481M+7%+31%5%n/an/an/a
NTG Nordic Transport Group A/S NTG.CODenmark$1.09B+71%+16%5%20.6×-0.4%+16.4%
K.R.S.Corporation 9369.TJapan$441M-9%+4%3%32.4×n/an/a
Hangzhou Dadi Haiyang Environmental Protection 301068.SZChina$409M-45%+25%3%15.7×16.2%+23.5%
Kerry TJ Logistics 2608.TWTaiwan$391M-8%-1%12%n/a-5.0%+0.8%

Questions

Which companies are Universal Logistics's closest peers?
The cockpit's peer set: Shibusawa Logistics (9304.T), Shanghai Jin Jiang Online Network Service (600650.SS), Transport Corporation of India (TCI.NS), Fulongma (603686.SS), Heartland Express (HTLD), Sakai Moving Service (9039.T), Covenant Logistics (CVLG), Shengyuan Environmental Protection (300867.SZ).
Is Universal Logistics expensive compared with its peers?
On forward p/e it trades at 13.9× against a peer median of 15.9×, 5th cheapest of 15 in its peer set.
How has Universal Logistics stock performed?
Over six months to 6 Nov 2026 the shares returned +108.0% against -9.9% for the median peer; over one year +71.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.