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ULULH

Universal Logistics Holdings, Inc.

$ULH·$480M·Trucking·Industrials
$18.38-0.1%YTD+27.9%1Y-22.1%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 3 posts2026-08-01: 1 posts2026-08-02: 0 posts2026-08-03: 8 posts2026-08-04: 1 posts2026-08-05: 0 posts13+200%
Price updated 11m ago·X counts updated 22h ago
ULULH
$ULHUniversal Logistics Holdings, Inc.
$18.38-0.05%13 posts+200%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ULH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-05

The move is getting stronger, with heavier trading behind it.

The Universal Logistics trucking business down 16% t12m — Q2 EPS beat by 662%, at 50% of range, Oct 22 earnings.

Universal Logistics Holdings is a small-cap ($480M mcap) diversified transportation and supply-chain provider spanning US, Mexico, Canada, and Colombia — a business down 16% t12m but up 28% YTD as the July 31 Q2 print's dramatic EPS beat combined with the specific dividend declaration reset the multi-year turnaround trajectory.

  • The Q2 print was decisive: EPS of $0.99 vs $0.13 estimate (661.5% beat), revenue of $379.3M (-3.7% YoY) vs $380.4M estimate (in-line), gross margin at 9.5%, operating margin at 1.0%, and the four-quarter cadence of -244% to +661% EPS surprises reflects the specific pattern where a trucking-turnaround operator generates volatile GAAP earnings but the Q2 pop signals genuine operational-recovery.
  • The specific dividend declaration alongside the Q2 print is the specific capital-return catalyst — dividend continuity at post-catalyst levels signals continued management confidence in the multi-quarter cash-flow trajectory.
  • The financial profile is a trucking turnaround at cycle inflection: TTM P/E of -5.2x (specific loss period), gross margin of 9.6%, operating margin of -3.2%, D/E of 0.39 (moderate leverage), FCF yield of -10.2% — the specific pattern where a trucking operator emerging from multi-quarter losses is early in the operating-leverage recovery.
  • The FY26 sell-side EPS estimate of $0.45 rising to $1.10 in FY27 reflects the specific commercial-inflection expectation the sell-side is modeling — the multi-year trajectory from losses to $1+ EPS is the specific pattern that supports the multi-quarter turnaround narrative.

The Oct 22 Q3 print is next — trucking cycle trajectory, supply-chain segment commentary, and FY26 outlook. Execution extends the +28% YTD; a soft print at 50% of range invites mean-reversion.

What to watch: The Oct 22 Q3 print — trucking cycle recovery trajectory, supply-chain segment commentary, and FY26 outlook.

On the calendar: 2026-10-22 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Trucking and transportation logistics company offering truckload, intermodal, and contract logistics services across North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Trucking sits in its cycle right now — and what that implies for $ULH.

Trucking · Industrials

No material change from last week — small carrier exits are finally tightening the market after two years of rate suppression, with KNX earnings signaling the turn.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+17.4%YTD
+26.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-16.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.99$0.13+661.5%
Q1 2026May 1, 2026$-0.13$0.09-244.4%
Q4 2025Mar 13, 2026$0.14$-0.05+380.0%
Q3 2025Nov 6, 2025$0.24$0.18+33.3%
Next earningsThu, Oct 22·consensus EPS $0.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$379.3M-3.7%9.5%1.0%$0.99—
Q1 FY26$367.6M-3.9%9.5%1.3%$-0.13$23.8M
Q4 FY25$385.4M-17.1%10.9%4.5%$-1.50$14.3M
Q3 FY25$396.8M-7.0%8.4%-18.7%$-2.84—

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$0.45$0.45 – $0.451
FY27$1.6B$1.6B – $1.6B$1.10$1.10 – $1.101

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+17.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 6.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 1 other (1 award) in window

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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Universal Logistics (ULH) Beats Q2 Earnings Estimateszacks.com·6d agoUniversal Logistics Holdings, Inc. Reports Second Quarter 2026 Financial Results; Declares Dividendprnewswire.com·6d agoHead to Head Survey: Universal Logistics (NASDAQ:ULH) vs. REV Group (NYSE:REVG)defenseworld.net·8d agoUniversal Logistics Holdings Inc (ULH) Stock Down 3.9% -- Now Undervalued? GF Score: 58/100gurufocus.com·55d agoUniversal Truckload (ULH) Loses 22.5% in 4 Weeks, Here's Why a Trend Reversal May be Around the Cornerzacks.com·93d ago

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Voices on X · last 7 days

No standout posts about $ULH on X in the last 7 days.

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