Universal Logistics Holdings, Inc. (ULH)

Over the past six months, Universal Logistics Holdings, Inc. stock experienced notable movements, including a stock price fall of -0.606% on February 6, 2026, and a 10.52% fluctuation during that trading day. The company reported a consolidated net income of $8.3 million for Q2 2025, a decrease from $30.7 million in Q2 2024, with total operating revenues down to $393.8 million. As of September 14, 2025, the stock was down nearly 40% over the past year due to freight recession challenges. The all-time high closing stock price was $51.18 on November 6, 2024, and as of January 12, 2026, the share price was $16.91, marking a 59.50% decline over the past year.

While explicit statements about demand seasonality are not detailed, the Contract Logistics segment shows a more consistent demand profile due to its integration with customer production processes. The trucking and intermodal segments appear more susceptible to broader market fluctuations, with the company navigating ongoing freight recession challenges. The intermodal segment experienced an operating loss in Q2 2025, indicating exposure to cyclical demand patterns in the transportation industry.

Universal Logistics Holdings, Inc. operates in the transportation and logistics sector, serving industries such as automotive, retail, consumer goods, steel, energy, manufacturing, aerospace, government, and healthcare. The company's services are divided into Contract Logistics, which offers value-added and dedicated transportation services; Intermodal, which focuses on drayage moves and steamship-truck/rail-truck transfers; and Trucking, which encompasses dry van, flatbed, heavy-haul, and refrigerated operations, along with brokerage services. Additionally, the company is involved in air, ocean, and customs brokerage, as well as air and ocean freight forwarding operations.

Universal Logistics Holdings, Inc. provides services throughout the United States, Mexico, Canada, and Colombia. As of the second quarter of 2025, the company managed operations from 52 company-managed terminal locations and serviced 87 value-added programs at customer-specific sites. The company also utilizes an extensive network of approximately 177 independent agents to coordinate individual freight shipments.

In the past year, Universal Logistics Holdings, Inc. has maintained a positive brand reputation, receiving industry certifications, association and media awards, and customer distinctions, including Logistics Management 2024 Quest for Quality and Transport Topics Top 100 listings. No specific negative events impacting the company's brand reputation were found.

Universal Logistics Holdings, Inc. has a significant portion of its shares held by institutional and individual owners, with 225 institutional owners holding 8,491,083 shares. Major institutional owners include Fmr Llc, Fidelity Low-Priced Stock Fund, Dimensional Fund Advisors Lp, BlackRock, Inc., Vanguard Group Inc, and American Century Companies Inc. Matthew T. Moroun owns 19,487,644 shares (74.01%), and Manuel J. Moroun holds 15,566,481 shares (59.12%). Institutional shareholders hold 27.86% of shares outstanding, private corporations hold 70.48%, and individuals/insiders hold 1.65%.