Growth Metrics

Universal Logistics Holdings (ULH) Operating Leases (2019 - 2025)

Universal Logistics Holdings posted quarterly Operating Leases of $144.4 million for Q4 2025, up 184.37% year-on-year from $50.8 million in Q4 2024, and up 68.27% on a QoQ basis from $85.8 million in Q3 2025.

Universal Logistics Holdings (ULH) has 7 years of Operating Leases data on file, last reported at $144.4 million in Q4 2025.

  • For the quarter ending Q4 2025, Operating Leases rose 184.37% year-over-year to $144.4 million; the trailing twelve-month figure through Dec 2025 stood at $144.4 million (up 184.37% YoY), and the FY2025 full-year result was $144.4 million, up 184.37% from the prior year.
  • Operating Leases for Q4 2025 stood at $144.4 million, up from $85.8 million in the prior quarter.
  • Across five years, Operating Leases topped out at $144.4 million in Q4 2025 and bottomed at $46.6 million in Q3 2024.
  • The 5-year median for Operating Leases is $79.3 million (2021), against an average of $78.5 million.
  • The widest annual swing landed in 2024, when Operating Leases slumped 33.24%; it then soared 184.37% in 2025.
  • A 5-year view of Operating Leases shows it stood at $86.0 million in 2021, then slipped by 9.75% to $77.6 million in 2022, then retreated by 18.02% to $63.6 million in 2023, then dropped by 20.17% to $50.8 million in 2024, then surged by 184.37% to $144.4 million in 2025.
  • The last three Operating Leases figures came in at $144.4 million (Q4 2025), $85.8 million (Q3 2025), and $90.9 million (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Old Dominion Freight Line 47.65 Bn 47.37 Bn 1.33 Bn
2 Xpo 25.84 Bn 25.61 Bn 1.67 Bn
3 Saia 12.92 Bn 12.88 Bn -
4 Knight-Swift Transportation Holdings 12.67 Bn 12.61 Bn 1.57 Bn
5 Schneider National 6.38 Bn 6.12 Bn 1.27 Bn
6 Rxo 4.55 Bn 4.53 Bn 254.00 Mn
7 Arcbest 3.15 Bn 3.06 Bn 951.93 Mn
8 Werner Enterprises 2.55 Bn 2.51 Bn 726.17 Mn
9 Marten Transport 1.43 Bn 1.38 Bn 203.18 Mn
10 Universal Logistics Holdings 422.83 Mn 385.63 Mn 339.25 Mn

Historic Data

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DateValue
Dec 31, 2025 144.43 Mn
Sep 27, 2025 85.83 Mn
Jun 28, 2025 90.91 Mn
Mar 29, 2025 71.61 Mn
Dec 31, 2024 50.79 Mn
Sep 28, 2024 46.65 Mn
Jun 29, 2024 53.70 Mn
Mar 30, 2024 65.64 Mn
Dec 31, 2023 63.62 Mn
Sep 30, 2023 69.87 Mn
Jul 1, 2023 77.01 Mn
Apr 1, 2023 82.53 Mn
Dec 31, 2022 77.60 Mn
Oct 1, 2022 82.04 Mn
Jul 2, 2022 83.58 Mn
Apr 2, 2022 90.50 Mn
Dec 31, 2021 85.98 Mn
Oct 2, 2021 90.95 Mn
Jul 3, 2021 80.99 Mn
Apr 3, 2021 75.40 Mn
Dec 31, 2020 78.09 Mn
Oct 3, 2020 81.38 Mn
Jul 4, 2020 72.00 Mn
Apr 4, 2020 72.71 Mn
Dec 31, 2019 70.27 Mn
Sep 28, 2019 64.84 Mn
Jun 29, 2019 69.29 Mn
Mar 30, 2019 59.28 Mn