Universal Logistics Holdings Inc.

What Universal Logistics Holdings Inc. does

Universal Logistics Holdings Inc. (NASDAQ: ULH) is a Warren, Michigan-based holding company that operates as a full-service, asset-based provider of customized transportation and logistics solutions across North America, with 10,000+ employees, 280+ locations in the US, Mexico, and Canada, 13M+ square feet of facility space, and a fleet of 4,300+ tractors, 5,200+ trailers, and 3,500+ chassis. The company is organized around four core service lines delivered through wholly owned subsidiaries: Contract Logistics (warehousing, cross-docking, value-added services, and rail terminal management via the Parsec acquisition), Dedicated Transportation (private fleet management and dedicated contract carriage), Intermodal Transportation (port and rail drayage, container storage, transloading; 400K+ moves annually), and Trucking (heavy-haul, flatbed, dry van, brokerage). Universal Logistics serves enterprise manufacturers and retailers across automotive and commercial truck, aerospace and defense, energy and utilities, industrial and heavy machinery, retail and e-commerce, consumer goods, healthcare, and raw materials.

The company's technology platform consists of the proprietary AccuLinc WMS, a Transportation Management System, and a Yard Management System, providing real-time inventory tracking, route optimization, appointment scheduling, and supply chain visibility. Operations hold ISO 9001:2025, ISO 14001:2015, IATF 16949:2016, and AS9100D certifications, plus CTPAT customs-trade-partnership credentials. Revenue is generated through negotiated multi-year managed-services contracts (contract logistics and dedicated transportation) and per-load transaction fees (intermodal drayage and trucking brokerage), with General Motors as a publicly named anchor customer (four-time Supplier of the Year recipient).

The September 2024 acquisition of Parsec, LLC for $193.6 million added approximately 2,100 employees and 20+ rail yards serving Class I, regional, and short-line railroads, scaling the contract logistics segment to over $1 billion in annualized revenue. Universal Logistics reported Q1 2026 operating revenue of $367.6 million (down 3.9% YoY) and a full-year 2025 revenue of approximately $1.558 billion. The company pays a quarterly dividend ($0.105/share in Q1 2026) and operates with a market capitalization of approximately $568 million.

Name

Universal Logistics Holdings Inc.

Legal name

Universal Logistics Holdings, Inc.

Website

https://universallogistics.com

Company type

Public

Founded year

2005

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Universal Logistics Holdings Inc. (NASDAQ: ULH) is a Warren, Michigan-based North American 3PL providing contract logistics, dedicated transportation, intermodal, and trucking services to enterprise manufacturers and retailers, with 10,000+ employees and 280+ locations.

Ownership category

akta.pro rank

Product category

Third-Party Logistics Services

NAICS

General Freight Trucking, Long-Distance (48412), General Warehousing and Storage (493110), Freight Transportation Arrangement (4885), Specialized Freight (except Used Goods) Trucking, Long-Distance (484230), General Freight Trucking (4841)

SIC

Trucking (No Local) (4213), Arrangement Of Transportation Of Freight & Cargo (4731), Trucking & Courier Services (No Air) (4210)

akta.pro primary industry

Lithium Batteries & Energy Storage DG Logistics (UN38.3, Class 9) (TLAIAJAG)

akta.pro secondary industry

Project Cargo & Heavy-Lift Transload (TLALAFAL)

Keywords

• Contract logistics services
• Dedicated transportation
• Intermodal drayage
• Trucking services
• Warehouse management

Headquarters

HQ city

Warren

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Supply Chain, Marketing or Sales

Revenue model

1. Contract Logistics: Value-added services including warehousing, cross-docking, rail terminal management, and dedicated contract carriage. Revenue from customized logistics solutions with multi-year customer contracts.
2. Dedicated Transportation: Dedicated contract carriage providing private fleet management, inbound manufacturing shuttles, and JIT transportation. Revenue from contracted dedicated fleet services.
3. Intermodal: Port and rail drayage, container storage, and transloading services. Revenue from drayage moves, detention/demurrage charges, and accessorial services.
4. Trucking: Specialized trucking including heavy-haul, flatbed, dry van, and brokerage services. Revenue from freight transportation and brokerage commissions.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Universal Logistics Holdings is a North American third-party logistics provider delivering customized transportation and logistics solutions across four core service areas: Contract Logistics (warehousing, cross-docking, rail terminal management), Dedicated Transportation (private fleet management), Intermodal Transportation (port and rail drayage, container storage, transloading), and Trucking Services (heavy-haul, flatbed, dry van). The company operates 280+ locations across the US, Mexico, and Canada with 13M+ square feet of facility space and a company-owned fleet of 4,300+ tractors, 5,200+ trailers, and 3,500+ chassis. Services are supported by proprietary AccuLinc® WMS, TMS, and YMS technology platforms for real-time supply chain visibility.

Product overview

Universal Logistics Holdings Inc. (NASDAQ: ULH) is a North American 3PL provider operating as a holding company with diversified logistics subsidiaries. The company offers a platform of four core service areas: Contract Logistics (warehousing, cross-docking, rail terminal management via Parsec), Dedicated Transportation Services (private fleet management and dedicated contract carriage), Intermodal Transportation Services (port and rail drayage, container storage, transloading), and Trucking Services (heavy-haul, flatbed, dry van). The portfolio is supported by proprietary technology platforms including AccuLinc® WMS, TMS, and YMS for supply chain visibility and optimization. Recent strategic moves include the 2024 Parsec acquisition for rail terminal management capabilities and 2025 EV fleet deployment for sustainability.

Differentiator

Problem solved

Functional benefit

Products and services

• Contract Logistics Customized contract logistics solutions for enterprise manufacturers and retailers, including warehousing, cross-docking, rail terminal management, and value-added services that streamline supply chain operations.
• Dedicated Transportation Services Dedicated contract carriage providing consistent capacity and optimized routing through private fleet management, including multi-stop vendor routes, manufacturing plant shuttles, and yard management for enterprise customers.
• Intermodal Transportation Services Intermodal solutions providing seamless port and rail connections through nationwide drayage, container storage, transloading, and flexible connections between rail and port operations for shippers and consignees.
• Trucking Services Versatile trucking solutions across North America using company assets, agents, and partner carriers, including heavy-haul, flatbed, dry van, and specialized freight services for flexible capacity.
• Rail Terminal Management (Parsec) Terminal management services at major Class I intermodal rail ramps including cargo handling, infrastructure maintenance, crane and equipment repair, drayage, and container/chassis stacking at over 20 rail yards across the US and Canada.
• Warehouse Solutions Warehousing and distribution services including just-in-time inventory management, kitting, repacking, sequencing, returnable container management, and labor management powered by AccuLinc® WMS for enterprise manufacturers and retailers.
• Cross-Docking Just-in-time cross-docking services minimizing storage and handling through inbound-to-outbound freight transfer, sorting, routing, consolidation, and deconsolidation for high-volume shippers.
• Drayage Services Port and rail drayage services including hazmat-certified handling, customs-bonded carrier services, chassis pool management, overweight/out-of-gauge load handling, and real-time container tracking for shippers near major ports and rail hubs.

Quantifiable outcome

• 1M+ loads moved annually
• +3 more outcomes

Named customers3 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

One partnership is on record.

• Parsec, LLCcoreStrategic or Co-development Partner · 30 September 2024Universal Logistics Holdings acquired Parsec, LLC, Parsec Intermodal of Canada ULC, and OB Leasing, LLC for $193.6 million in cash. Parsec is a market-leading rail terminal operator providing services to Class I, regional, and short-line railroads across North America with nearly 2,100 employees at over 20 rail yards in the US and Canada. Parsec operates within Universal's contract logistics segment and was expected to be immediately accretive, increasing contract logistics revenues to over $1 billion.

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• J.B. Hunt Transport Services: Largest US intermodal operator and a leading provider of dedicated and ICS (truckload) services; competes head-to-head with Universal in intermodal drayage, dedicated transportation, and integrated capacity solutions for enterprise shippers including automotive customers.
• Schneider National: Multi-mode logistics operator with overlapping intermodal, dedicated, truckload, and logistics offerings; comparable in serving automotive OEMs and industrial shippers with contract logistics and dedicated fleet solutions similar to Universal's four-pillar model.
• Hub Group: Intermodal and logistics services provider with a heavy focus on drayage, container management, and dedicated operations; overlaps directly with Universal Intermodal Services and the Parsec-acquired rail terminal management franchise.
• Werner Enterprises: Dedicated transportation and logistics provider serving many of the same enterprise and industrial customers as Universal, with comparable dedicated contract carriage, logistics, and asset-based plus broker capabilities.
• Landstar System: Asset-light truckload and logistics provider using an agent-based model for flatbed, heavy-haul, and brokerage; comparable to the UACL Logistics / trucking segments of Universal where the company uses agents, company assets, and partner carriers.
• RXO, Inc. Asset-light freight brokerage and last-mile operator spun out of XPO; competes with Universal on truckload brokerage and managed transportation, particularly for retail and shipper-direct freight.
• Knight-Swift Transportation: Large multi-segment trucking and logistics operator with dedicated, intermodal, and brokerage; directly comparable to Universal's dedicated transportation and intermodal operations for enterprise shippers.
• C.H. Robinson Worldwide: Largest US third-party freight broker and global forwarder with NAST and Managed Services divisions; comparable to Universal's brokerage, intermodal coordination, and contract logistics layers.

Broad incumbents

• XPO, Inc. Large incumbent LTL and transportation services provider that divested its brokerage business into RXO; competes more broadly than Universal across LTL, contract logistics, and European transport but serves similar enterprise supply chains.
• Old Dominion Freight Line: Largest less-than-truckload carrier in North America; a broad incumbent rather than a direct overlap, but competes for enterprise supply-chain budgets that include warehousing, dedicated, and intermodal components Universal also serves.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/drive4universal
• LinkedInlinkedin.com/company/universal-logistics-holdings-inc.

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Universal Logistics Holdings Inc.