Key Highlights

  • Universal Logistics (NASDAQ:ULH) closed the snapshot at USD 31.72, up 83.75% in a week and 81.02% in a month, and the top small cap one-week gainer in a published screener snapshot of November 5, 2026.
  • Longer windows show the same strength: 73.12% over three months, 136.33% over six months and 108.38% year to date, though the latest session fell 3.07% from the peak.
  • Third quarter 2026 Revenue was USD 394.049 million against USD 396.786 million a year earlier, while Net Income was USD 18.142 million against a loss of USD 117.938 million, EPS of USD 0.69.
  • At the October 23, 2026 close of USD 16.74 the market cap was USD 441.40 million and the 52-week range was USD 11.73 to USD 25.80, so USD 31.72 is above that high.

What Moved Universal Logistics (+83.75% in 1W)

Universal Logistics ranks first among small caps over one week in the snapshot and fifth over one month. The company reported third quarter 2026 results for the quarter ended October 3, 2026 on October 29, 2026. Operating Income was USD 32.8 million, Contract Logistics revenue rose 2.8% to USD 271.9 million, Intermodal fell 17.9% to USD 53.1 million and Trucking was USD 69.0 million. Net Debt was about USD 678.1 million with cash of USD 15.3 million. The shares closed at USD 16.74 on October 23, 2026, so the USD 31.72 price is about 89% higher (calculated).

Why a Stock Like This Re-Rates

No single catalyst identified beyond the October 29, 2026 results, and consensus figures were not confirmed. The swing from a net loss of USD 117.938 million to a profit of USD 18.142 million is the clearest change, and a turnaround from a loss can force estimates up quickly. General context: a small cap with a steady Dividend of USD 0.105 per quarter payable January 6, 2027 to holders of record on December 1, 2026, and an earlier forward P/E of 16.91 can re-rate fast when Earnings recover, because forecasts built on a loss year are suddenly too low and analysts must reset them. Over six months the stock gained 136.33%, so the October results extended a rally already under way. Stifel had cut its target to USD 15 from USD 17 with a Hold rating, which the share price now exceeds.

Valuation, Liquidity and Risks After the Run

Applying the October 23 market cap of USD 441.40 million at USD 16.74, the USD 31.72 price implies about USD 836 million (calculated), still a small cap. The 52-week low of USD 11.73 is 63% below the high of USD 25.80, and the shares trade above that high. Volume was only 41,101 on October 23, 2026, so a small number of trades can move the price and spreads can be wide. Revenue slipped 0.7% (calculated), Intermodal is shrinking and debt is high against USD 15.3 million cash. The move may reverse, and the Dividend Yield of 2.51% at the old price is now lower.

Where Things Stand

Universal Logistics (NASDAQ:ULH) topped small cap one-week gainers because the shares rose 83.75% after a profitable third quarter, though no single cause is confirmed. It is first on the one-week list and fifth on the one-month list. At USD 31.72 the stock is above its USD 25.80 prior high, the latest session fell 3.07%, and thin volume means the move is not a signal of what comes next.