Universal Logistics Holdings, Inc. — Cyborg Score 4/10
Mixed
Transportation & Logistics Services
Strategic Profile
ULH maintains a competitive position through its integrated three-segment model and geographic reach spanning the U.S., Mexico, Canada, and Colombia. The company has demonstrated resilience with strong 2024 performance (Q4 revenues $465.1M, up 19%) and recent strategic expansion including Parsec acquisition and new Tacoma intermodal terminal, though 2025 has presented operational headwinds with significant Q3 losses.
Cyborg Score Rationale
While ULH showed strong 2024 momentum with revenue growth and an all-time stock high in November 2024, the company faces significant challenges in 2025 with Q3 operating losses of $74.2M and EPS of -$2.84. The stock has declined substantially from its peak, and analyst sentiment remains cautious with hold ratings, reflecting execution difficulties in a volatile freight market.
Top Insights
Q3 2025 saw a sharp operational deterioration with operating loss of $74.2M versus prior year profitability, indicating significant margin pressure in core segments
Stock declined ~72% from November 2024 all-time high of $53.29 to $14.86, reflecting severe market repricing of earnings prospects and execution concerns
Named 2024 Supplier of the Year by General Motors, demonstrating strength in automotive logistics segment despite broader operational challenges
Strategic expansion underway with Parsec acquisition (September 2024) and new Tacoma intermodal terminal, suggesting management confidence in recovery despite near-term headwinds
Named Competitors
Knight-Swift Transportation — Integrated logistics and trucking provider with broader scale
Schneider National — Diversified transportation and logistics with strong truckload operations
Werner Enterprises — Full-service transportation company across trucking and logistics
Covenant Logistics — Regional trucking and logistics provider
Recent Developments
(November 2025) Q3 2025 Results: Operating revenue $396.8M with $74.2M operating loss and -$2.84 EPS; declared $0.105 quarterly dividend
(April 2025) Named 2024 Supplier of the Year by General Motors
(September 2024) Announced acquisition of Parsec, LLC and related entities to expand intermodal capacity
(October 2024) Opened new intermodal terminal in Tacoma, Washington region
Open the full interactive Universal Logistics Holdings, Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.