Universal Logistics Holdings Inc

universallogistics.com

Universal Logistics Holdings (NASDAQ: ULH) is a third-party logistics company that provides contract logistics, intermodal, and trucking services across North America. Revenue is transactional and fee-based, earned through value-added services, dedicated transportation, intermodal drayage, truckload, and brokerage. Value-added services were the largest revenue contributor at 45.7% of total operating revenues in FY2025, followed by dedicated services at 21.7%, intermodal services at 16.2%, truckload at 11.7%, and brokerage at 4.7%. Total operating revenues were approximately $1.56 billion in FY2025. The company operates through a mix of company-owned equipment, owner-operators, and agents, giving it a variable cost structure. As of December 31, 2025, ULH employed approximately 10,525 people in the United States, Mexico, and Canada. The automotive sector is a core end market. In September 2024, ULH acquired Parsec, LLC, adding terminal management services for Class I, regional, and short-line railroads. ULH recorded a $124.4 million impairment charge in FY2025 tied to its intermodal segment, resulting in a consolidated operating loss of $64.3 million. CEO is Tim Phillips; CFO is Jude Beres; Chairman is Matthew T. Moroun.