ULH (ULH) revenue breakdown

· Market cap $461M

By segment, Contract Logistics is the largest at 67% of fiscal 2025 revenue, growing 11% a year over 9 years.

By product, Value-added services is the largest at 46% of fiscal 2025 revenue; Dedicated services grew fastest, 14% a year over 8 years.

Revenue by segment

Fiscal years, as ULH reports them in its 10-K filings; fiscal 2025 total $1.6B.

Segments2016201720182019202020212022202320242025Share
Contract Logistics$415M$465M$529M$515M$460M$627M$824M$830M$1.1B$1.0B 67%
Intermodal——$251M$390M$394M$473M$623M$383M$309M$257M 16%
Trucking——$454M$390M$318M$403M$393M$333M$332M$251M 16%
Transportation$656M$750M———————— —
Company-managed Brokerage——$226M$216M$218M$243M———— —

Revenue by product

Fiscal years, as ULH reports them in its 10-K filings; fiscal 2025 total $1.6B.

Products201720182019202020212022202320242025Share
Value-added services$362M$385M$377M$332M$423M$499M$486M$785M$712M 46%
Dedicated services$120M$144M$139M$128M$204M$325M$344M$344M$338M 22%
Intermodal services$154M$251M$390M$394M$473M$592M$375M$301M$252M 16%
Truckload services$303M$314M$252M$201M$249M$231M$214M$234M$183M 12%
Brokerage services$278M$368M$355M$336M$402M$369M$244M$181M$74M 5%

Revenue by region

Fiscal years, as ULH reports them in its 10-K filings; fiscal 2025 total $1.6B.

Regions2016201720182019202020212022202320242025Share
United States$1.0B$1.2B$1.4B$1.5B$1.4B$1.7B$2.0B$1.6B$1.8B$1.5B 96%
Mexico$20M$24M$19M$16M$18M$15M$23M$30M$49M$51M 3%
Canada$12M$12M$14M$14M$11M$13M$13M$6M$3M$11M 1%
Colombia$2M$2M$2M$2M$1M$2M$2M$3M$2M$1M 0%
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Questions

Where does ULH make its money?

In fiscal 2025, by segment: Contract Logistics $1.0B, Intermodal $257M, Trucking $251M.

From ULH's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.