Universal Logistics
Runs customer-integrated contract logistics, intermodal drayage and specialized trucking across North America.
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Profile
Sells contract logistics, dedicated transportation, intermodal drayage, trucking and brokerage across North America, earning revenue from customer-specific programs and freight moves. Contract Logistics is the largest segment, while automotive production and a concentrated customer base shape demand.
Runs customized transportation and logistics operations across the United States, Mexico and Canada through Contract Logistics, Intermodal and Trucking. Contract Logistics combines value-added plant and warehouse work—material handling, sequencing, sub-assembly, kitting and rail-terminal management—with dedicated short-haul transportation. Intermodal moves containers between ports, railheads and customer facilities; Trucking covers dry van, flatbed, heavy-haul and refrigerated freight, alongside brokerage.
Executes customer-specific programs inside production environments and coordinates employee drivers, owner-operators, agents and third-party capacity. Automotive remains a core market, and General Motors is the largest customer; demand follows production cycles and scheduled shutdowns. Service also depends on driver availability, union labor agreements, fuel and equipment costs, and compliance with transportation, safety, labor, customs and environmental rules.
Company facts
Categories
Key statistics
Year to date +26.9% · Average volume (30d) 46.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Jul 15, 2026 | Stifel Nicolaus | Target | $17 | $15 |
| Dec 16, 2025 | Stifel Nicolaus | Target | $24 | $17 |
| Oct 10, 2025 | Stifel Nicolaus | Target | $36 | $24 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $0.13 | $0.99 | +661.5% | $380.4M | $379.3M | −0.3% | +36.10% |
| May 1, 2026Q1 FY26 | $0.09 | −$0.13 | −244.4% | $372.3M | $367.6M | −1.3% | −27.99% |
| Mar 13, 2026Q4 FY25 | −$0.05 | $0.14 | +380.0% | $376.1M | $385.4M | +2.5% | +9.81% |
| Nov 6, 2025Q3 FY25 | $0.18 | $0.24 | +33.3% | $422.8M | $396.8M | −6.2% | −1.37% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $382.4M | $393.8M | $396.8M | $385.4M | $367.6M | $379.3M | |
| Gross profit | $40.1M | $45.9M | $33.4M | $42.0M | $34.9M | $53.0M | |
| Operating income | $15.7M | $19.9M | −$74.2M | $17.5M | $4.8M | $45.1M | |
| Net income | $6.0M | $8.3M | −$74.8M | −$39.4M | −$3.5M | $26.2M | |
| Diluted EPS | $0.23 | $0.32 | −$2.84 | −$1.50 | −$0.13 | $0.99 | |
| Gross margin | 10.5% | 11.7% | 8.4% | 10.9% | 9.5% | 14.0% | |
| Operating margin | 4.1% | 5.1% | -18.7% | 4.5% | 1.3% | 11.9% |
Fiscal years (4-quarter sums)FY21 $1.75B · FY22 $2.02B · FY23 $1.66B · FY24 $1.85B · FY25 $1.56B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jul 4, 2026Cash & short-term investments $20.3M · Total debt $838.5M · Total assets $1.68B · Shareholders' equity $561.0M
Dividends
Raised for 12 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jul 1 | $0.105 | |
| Mar 23, 2026 | Mar 23 | Apr 3 | $0.105 | |
| Dec 1, 2025 | Dec 1 | Jan 2 | $0.105 | |
| Aug 29, 2025 | Sep 1 | Oct 1 | $0.105 | |
| Jun 2, 2025 | Jun 2 | Jul 1 | $0.105 | |
| Mar 3, 2025 | Mar 3 | Apr 1 | $0.105 | |
| Dec 2, 2024 | Dec 2 | Jan 2 | $0.105 | |
| Aug 30, 2024 | Sep 2 | Jan 2 | $0.105 |
Ownership
Shares outstanding 26.37M · Float 6.70M · 25.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 3.95M | 14.99% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 805.5K | 3.05% | 13F | Aug 11, 2026 |
| BlackRock, Inc. | 546.1K | 2.07% | 13F | Aug 7, 2026 |
| American Century Companies Inc | 302.7K | 1.15% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 281.6K | 1.07% | 13F | Aug 13, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Ryder System
Broad overlap in supply-chain and dedicated transportation
- J.B. Hunt
Broad overlap in intermodal, dedicated, brokerage, and truckload
- GXO Logistics
Pure-play contract logistics and warehouse outsourcing rival
- Schneider National
Multimodal peer across truckload, intermodal, and logistics
- Hub Group
Intermodal and logistics peer with dedicated trucking overlap
- Werner Enterprises
Dedicated and truckload carrier with logistics overlap
- Landstar System
Agent-based truckload and specialized freight competitor
- C.H. Robinson Worldwide
Large brokerage and managed-transportation competitor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Universal Logistics | $19.52 | −0.15% | $514.7M | — | 19.7 | 0.3 | −3.7% |
| Ryder System | $245.86 | +0.04% | $9.43B | 20.0 | 15.1 | 0.7 | +5.0% |
| J.B. Hunt | $261.03 | −0.02% | $24.51B | 37.0 | 29.5 | 1.9 | +19.4% |
| GXO Logistics | $47.60 | +0.04% | $5.48B | 42.0 | 14.4 | 0.4 | +4.3% |
| Schneider National | $34.44 | −0.04% | $6.03B | 53.8 | 25.6 | 1.0 | +10.4% |
| Hub Group | $39.61 | −0.01% | $2.40B | 29.5 | 37.0 | 0.9 | −1.0% |
| Werner Enterprises | $38.42 | +0.03% | $2.30B | — | 22.2 | 0.7 | +24.0% |
| Landstar System | $192.28 | +6.81% | $6.11B | 46.6 | 26.4 | 1.2 | +18.2% |
| C.H. Robinson Worldwide | $150.39 | −0.03% | $17.73B | 28.7 | 21.9 | 1.0 | +19.3% |
| Median | 37.0 | 23.9 | 1.0 | +14.3% |