Universal Logistics Holdings, Inc. (ULH)

Over the past six months, Universal Logistics Holdings, Inc. (ULH) stock has experienced a significant decline. As of October 17, 2025, the share price was $19.04, a substantial drop from $43.71 on October 18, 2024. The stock traded down to $17.68 on October 25, 2025, marking a new 52-week low. In Q4 2024, the company reported EPS of $0.32, missing the consensus estimate of $0.34, and revenue was $393.79 million, below the consensus estimate of $398.50 million. Stifel Nicolaus decreased its target price, Wall Street Zen downgraded shares, Zacks Research raised shares, and Weiss Ratings reissued a hold rating. Management projected Q1 2025 revenue between $390 million and $410 million, with operating margins of 6.5% to 7.5% and EBITDA margins of 14.5% to 16.5%. Factors expected to weigh on margins included the roll-off of a specialty development program, increased depreciation and amortization from recent acquisitions, and softness in the automotive sector.

The provided search results do not contain explicit information about the demand seasonality for Universal Logistics Holdings, Inc.'s products and services. As a transportation and logistics provider, demand can often be influenced by broader economic cycles, manufacturing output, and retail activity, which may exhibit seasonal patterns. The company's diverse service offerings across various industries could lead to varying seasonal impacts across its different segments.

Universal Logistics Holdings, Inc. (ULH) is an asset-light provider of customized transportation and logistics solutions, operating in the Industrials sector, specifically in the Trucking and Logistics industry. Headquartered in Warren, Michigan, ULH offers services across Contract Logistics, Intermodal, and Trucking. Its services include truckload services, contract logistics, intermodal services, brokerage services, global trade management, and other services like final mile and ground expedite. ULH serves industries such as automotive, retail and consumer goods, steel and other metals, energy, and manufacturing.

Universal Logistics Holdings, Inc. provides its transportation and logistics solutions throughout the United States, Mexico, Canada, and Colombia.

There is no specific information available in the provided search results regarding events that have significantly impacted Universal Logistics Holdings, Inc.'s brand reputation in the past year. The search results primarily focus on financial performance, stock events, and ownership.

Universal Logistics Holdings, Inc. has a concentrated ownership structure, with significant control held by the Moroun family. Matthew T. Moroun is the largest individual shareholder, owning 74.00% of the company, and Manuel J. Moroun also holds a significant stake of 59.11%. Institutional investors collectively hold a substantial portion of ULH's shares, with major shareholders including Fmr Llc, Dimensional Fund Advisors Lp, BlackRock, Inc., and Vanguard Group Inc.