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Universal Logistics Holdings vs Heartland Express: ULH and HTLD compared
Universal Logistics Holdings is the larger company: $394M of revenue in its latest quarter (Q3 2026) against $180M for Heartland Express (Q3 2026). Universal Logistics Holdings is growing faster (-0.7% against -9% a year earlier). Universal Logistics Holdings is more profitable, with an operating margin of 8.3% against 1.3%.
Where the money goes: ULH and HTLD
Universal Logistics Holdings (ULH) · Q3 2026
Universal Logistics Holdings, Q3 2026: revenue $394M (-0.7% year over year), operating margin 8.3%, net earnings $18.1M. The chart follows the revenue to costs, profit and cash.
Heartland Express (HTLD) · Q3 2026
Heartland Express, Q3 2026: revenue $180M (-9% year over year), operating margin 1.3%, net earnings $959K, operating cash flow $19.0M. The chart follows the revenue to costs, profit and cash.
| Universal Logistics Holdings (ULH) | Heartland Express (HTLD) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $394M | $180M |
| Revenue growth, Y/Y | -0.7% | -9% |
| Operating margin | 8.3% | 1.3% |
| Net earnings | $18.1M | $959K |
| Net margin | 4.6% | 0.5% |
| Operating cash flow | — | $19.0M |
| Market value | $715M | — |
| Analysts’ mean target | $16.00 | — |
Where the revenue comes from
Universal Logistics Holdings
- Value-added services: $183M (46%)
- Dedicated services: $88.8M (23%)
- Intermodal services: $52.1M (13%)
- Truckload services: $48.9M (12%)
Questions
Which is bigger, Universal Logistics Holdings or Heartland Express?
Universal Logistics Holdings is the larger company: $394M of revenue in its latest quarter (Q3 2026) against $180M for Heartland Express (Q3 2026).
Is Universal Logistics Holdings or Heartland Express growing faster?
Universal Logistics Holdings is growing faster (-0.7% against -9% a year earlier).
Which is more profitable, Universal Logistics Holdings or Heartland Express?
Universal Logistics Holdings is more profitable, with an operating margin of 8.3% against 1.3%.
More: Universal Logistics Holdings earnings · how Universal Logistics Holdings makes money · Heartland Express earnings · how Heartland Express makes money
From the companies' latest 10-Q, 10-K or earnings release (8-K filed Oct 29, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.