Universal Logistics Holdings, Inc. is classed by the SEC under Trucking (No Local) (industry code 4213), based in Warren, MI. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $1.6 billion and a loss of $100 million (its filed statements).
Usage businessTrucking (No Local)Warren, MIfilings since 20049 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a usage business: prior from its industry code (SEC 4213, Trucking (No Local)); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 2.7 out of ten, 9 of 9 metrics filed: past 2.1 out of ten, present 2.8 out of ten, future 3.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 0.8 out of ten. 5 warning events since 2017; the latest 2026-03-20. 8th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 3.3 out of ten. +3.1% a year over 9 filed years; profitable in 8 of 9. 33rd percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 1.9 out of ten. Share count shrank 0.2% a year. 7% of cash flow returned. Insiders: 0 sales, 0 purchases. 19th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 1.4 out of ten. ROE -18%: lost 18¢ per shareholder dollar. Leverage 70%: owes 70¢ per asset dollar. 14th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 2.7 out of ten. bottom 27% of 13 in its family; net margin -6.4%. 27th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 5.0 out of ten. top 50% of 13 in its family for leadership; chief executive since 2020. 50th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 1.5 out of ten. bottom 15% of 13 in its family for room to expand. 15th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 5.2 out of ten. top 48% of 13 in its family for growth drivers. 52nd percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 1.1 out of ten. bottom 12% of 13 in its family for expectations against reality. 12th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-16 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-13 for the period ended 2026-07-04 (on EDGAR). Newest results release: Form 8-K filed 2026-07-31 (on EDGAR). Newest filing: Form 8-K, 2026-10-01. Filings on record since 2004. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Value Added Services 46%, Dedicated Services 22%, Intermodal Services 16%, Truckload Services 12%, Brokerage Services 5%. By geography: United States 96%, Mexico 3%, Canada 1%, Colombia under 1%. As tagged in its annual report (Form 10-K, filed 2026-03-16).
Who runs it
Phillips, Timothy (Chief Executive Officer); Rogers, Michael H. (Chief Financial Officer); Beres, Jude Marcus (Chief Financial Officer); Belanger, Grant Edward (director). 4 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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