UNIVERSAL LOGISTICS HOLDINGS, INC.
ULHNasdaqIndustrials · Trucking (No Local) · NV · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $1.56B | $1.85B | $1.66B | $2.02B | $1.75B | $1.39B |
| Operating income | −$64.3M | $203.1M | $145.4M | $240.4M | $103.0M | $80.4M |
| Net income | −$99.9M | $129.9M | $92.9M | $168.6M | $73.7M | $48.1M |
| Total assets | $1.77B | $1.79B | $1.25B | $1.20B | $1.14B | $1.06B |
| Total liabilities | — | — | — | — | — | — |
| Equity | $540.4M | $647.0M | $532.2M | $446.9M | $302.2M | $239.6M |
| EPS (diluted) | $-3.79 | $4.93 | $3.53 | $6.37 | $2.74 | $1.78 |
| Shares out. | 26.3M | 26.3M | 26.3M | 26.8M | 26.9M | 27.2M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- −4.1%
- Net margin
- −6.4%
- Return on equity
- −18.5%
- Return on assets
- −5.6%
- Return on capital (ROCE)
- −4.4%
- Liabilities / assets
- —
- Debt / equity
- —
- Book value / share
- $20.53
- Revenue growth (YoY)
- −15.6%
- Net income growth (YoY)
- −176.9%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −16.0%clean
- Piotroski F-Score
- 2/8weak
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 3 warning● 2 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Operating losses (negative operating margin)
- Reported a net loss
- Revenue declined year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Kmissed a reporting deadline ↗Mar 19, 2007
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Fmr LlcPassive (13G)Aug 6, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Belanger Grant EdwardDirector | May 8, 2026 | Grant | 958 | $13.04 |
| Beres Jude MarcusOfficer — Chief Financial Officer | Feb 4, 2026 | Grant | 7,400 | $18.92 |
| Phillips TimothyOfficer — Chief Executive Officer | Feb 4, 2026 | Grant | 7,215 | $18.92 |
| Belanger Grant EdwardDirector | May 5, 2025 | Grant | 667 | $22.47 |
| Moroun Matthew J.Director | May 5, 2025 | Grant | 667 | $22.47 |
| Moroun Matthew TDirector | May 5, 2025 | Grant | 667 | $22.47 |
| Urban Richard PDirector | May 5, 2025 | Grant | 445 | $22.47 |
| Regan Michael A.Director | May 5, 2025 | Grant | 356 | $22.47 |
| Beres Jude MarcusOfficer — Chief Financial Officer | Feb 10, 2025 | Grant | 7,521 | $29.73 |
| Phillips TimothyOfficer — Chief Executive Officer | Feb 10, 2025 | Grant | 5,887 | $29.73 |
| Belanger Grant EdwardDirector | May 6, 2024 | Grant | 331 | $45.22 |
| Moroun Matthew TDirector | May 6, 2024 | Grant | 331 | $45.22 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 286,829 | 2.2 | +14.4% |
| Apr 30, 2026 | 250,616 | 3.5 | -11.0% |
| Apr 15, 2026 | 281,721 | 5.3 | -19.8% |
| Mar 31, 2026 | 351,409 | 5.4 | +27.2% |
| Mar 13, 2026 | 276,218 | 5.4 | +20.9% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Results of operations · Director / officer change · Shareholder vote · Regulation FD disclosureMay 1, 2026
- Director / officer change · Regulation FD disclosureApr 8, 2026
- Changed auditorMar 20, 2026
- Changed auditorMar 19, 2026
- Results of operations · Regulation FD disclosureMar 13, 2026
- Prior financials not reliable (restatement)Mar 9, 2026
- Entered a material agreement · New financial obligation · Director / officer changeOct 27, 2025
- Material impairment · Regulation FD disclosureOct 23, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.