Universal Logistics Holdings, Inc
Universal Logistics Holdings, Inc. is a U.S.-based transportation and logistics holding company with operating subsidiaries in the United States, Mexico, Canada and Colombia. Its business spans truckload, brokerage, intermodal, dedicated transportation and value-added logistics services across customer supply chains.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaShipment-based truckload freight moves arranged through agents and terminals.
Third-party freight brokerage that matches shipper demand with carrier capacity.
Container and rail-linked freight transportation coordinated through the network.
Contracted transportation and logistics capacity reserved for specific customers.
Warehouse, plant-support and other customized logistics services for customers.
Tuotteet
Raportoitu · osuus liikevaihdosta- Value Added Services45,7 %
- Dedicated Services21,7 %
- Intermodal Services16,2 %
- Truckload Services11,7 %
- Brokerage Services4,7 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Universal serves large shippers that need outsourced transportation and logistics across their supply chains, especially customers that value customized, multi-service arrangements. Its contract logistics work is tied to dedicated, longer-term customer relationships, while transactional freight services serve shippers needing spot or shipment-by-shipment capacity.
Buy integrated transportation and logistics services to outsource supply-chain execution.
Buy value-added and dedicated services tied to plant operations and production schedules.
Buy truckload, brokerage and intermodal services for individual shipments and lane coverage.
Buy longer-term dedicated and value-added services under one-year-or-longer contracts.
Strategia
Universal’s strategy centers on offering a broad, integrated logistics platform that can serve both transactional freight and dedicated contract customers. It emphasizes scalable operations, disciplined contract pricing, and selective capital spending on equipment, terminals and value-added service capacity.
A wider service portfolio helps win larger supply-chain accounts and cross-sell across modes.
Longer-term contracts improve visibility and deepen customer relationships.
Terminal and equipment capacity supports service quality and operating scale.
A flexible cost base helps the company adjust to freight demand volatility.
Maantiede
2025Universal operates primarily in the United States, with additional activity in Mexico, Canada and Colombia through its subsidiaries. The company’s network of terminals, company-managed facilities and agents supports cross-border and domestic freight flows, which makes it sensitive to North American trade patterns and industrial demand.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
The business is exposed to freight-cycle volatility, customer demand swings and trade-policy disruption because it operates inside global supply chains. It also carries meaningful balance-sheet and asset-valuation risk, including debt service, lease obligations and potential goodwill or intangible impairment charges.
- Goodwill and intangible impairmentVaikutus: KorkeaTodennäköisyys: Korkea
Management must test acquired goodwill and customer relationships for recoverability.
Kohdistuu: Intermodal segment and acquired businesses
- Tariffs and trade-policy disruptionVaikutus: KorkeaTodennäköisyys: Kohtalainen
The company sits inside North American and global supply chains, so tariffs can reduce freight volumes and raise costs.
Kohdistuu - Freight demand cyclicalityVaikutus: Korkea
Truckload, brokerage and intermodal volumes depend on industrial and shipping activity.
Kohdistuu: Transactional transportation services
- Leverage and refinancing riskVaikutus: Keskitaso
Outstanding debt and lease liabilities require ongoing cash generation and access to credit.
Kohdistuu - Seasonality and plant shutdownsVaikutus: Keskitaso
Automotive-related value-added services fluctuate with OEM production schedules and holidays.
Kohdistuu: Value-added services
Kirjanpito
Harkinnanvaraiset erätTransactional freight and contract logistics may be recognized differently depending on performance obligations and timing.
Vaikutus: Affects revenue timing and comparability across quarters
These items are separately identifiable and can move with fuel prices and shipment activity.
Vaikutus: Affects operating revenue mix and gross margin
Automotive plant schedules create predictable quarter-to-quarter swings in value-added services.
Vaikutus: Affects quarterly comparability and working capital
The company tests goodwill and indefinite-lived intangibles for recoverability and may record non-cash charges.
Vaikutus: Can materially reduce reported earnings
Operating lease liabilities and financed equipment are significant in a transportation asset base.
Vaikutus: Affects leverage, depreciation and fixed-charge coverage
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
UNIVERSAL INSURANCE HOLDINGS INC
UVE · Fire, Marine & Casualty Insurance
U-Haul Holding Co
UHAL · Services-Auto Rental & Leasing (No Drivers)
United Airlines Holdings, Inc.
UAL · Air Transportation, Scheduled
Ultrapar Participacoes S.A. (New)
UGP · Natural Gas Distribution
Universal Token
UTKN · Finance Services
Universal Token is a U.S.-based finance services company focused on blockchain-based tokenization and digital asset products.
Universal Corporation
UVV · Wholesale-Farm Product Raw Materials
Universal Corporation is a U.S.-based agriproducts company that sources, processes, and sells plant-based materials for industrial customers around the world.
Päivitetty: 24.9.2026