Universal Logistics Holdings, Inc. (ULH)
Contract logistics and trucking, 37% union. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed March 16, 2026. Ranked 105 of the 175 Industrials companies read so far, by the share within reach now.
Within reach now
18%
End of 2028
22%
Employees, annual report
10,525
Leading staffing pattern
Truck Transportation
Share of the working time within reach, long-run pace, four times in five
- Now18%
- End of 202721%
- End of 202822%
- End of 203023%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 77%
- Becomes checking a model's work 15%
- Handed over with lighter checks 7%
Universal Logistics states approximately 10,525 employees in the United States, Mexico and Canada at December 31, 2025, 37% under collective bargaining agreements and 46 contract full-time equivalents apart, across value-added logistics, dedicated, intermodal, truckload and brokerage services with no count by segment, so the warehousing and plant logistics and the trucking services split by revenue (c).
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 18% now, 21% at the end of 2027, 22% at the end of 2028, 23% at the end of 2030. By the patterns, the work is about 23% desk work, 9% people work and 69% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 77% of the working time stays with people (conversation, in-person and hands-on work), 15% becomes checking a model's work and 7% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
10,525 employees as of December 31, 2025 (stated). The filing counts employees in the United States, Mexico and Canada together; revenue is 96% U.S.
The filing: “Human Capital Resources As of December 31, 2025, Universal employed approximately 10,525 employees, supported by the full-time equivalency of approximately 46 individuals on a contract basis.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Truck Transportation | 54% | The Dedicated, Intermodal and Truckload segments, 50% of revenue, run company drivers and tractors, with the Brokerage segment's 5% folded in (rule 5), and the filing counts no employees by segment, so trucking takes that share by revenue (c). |
| Warehousing and Storage | 46% | The Value-Added Services segment, 46% of revenue, runs customer-integrated logistics, material handling and warehousing at customers' plants with no employee count, so it takes that share by revenue (c). |
What the filing says about the workforce: Approximately 3,880 employees (37%) represented by labor unions under collective bargaining agreements; a mix of professional, technical, operational and driver personnel; 46 contract full-time equivalents apart; owner-operators provide 1,128 tractors and agents generate 17% of freight volume.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Truck Transportation, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- FedEx Freight Holding Company, Inc. (FDXF, 40,000 employees)19% now, 23% by 2028
- Knight-Swift Transportation Holdings Inc. (KNX, 37,100 employees)19% now, 23% by 2028
- XPO Logistics, Inc. (XPO, 37,000 employees)19% now, 23% by 2028
- J.B. Hunt Transport Services, Inc. (JBHT, 31,750 employees)19% now, 23% by 2028
- Old Dominion Freight Line, Inc. (ODFL, 20,591 employees)19% now, 23% by 2028
- Schneider National, Inc. (SNDR, 19,000 employees)20% now, 27% by 2028
- Saia, Inc. (SAIA, 14,500 employees)19% now, 23% by 2028
- ArcBest Corp (ARCB, 14,000 employees)19% now, 23% by 2028
What the filing says about AI
1 sentences in the filing name AI. The one sentence names the NIST AI Risk Management Framework among the frameworks informing its cybersecurity program.
- “Our cybersecurity risk management program is informed by, but does not purport to fully comply with, the National Institute of Standards and Technology Cybersecurity Framework (NIST CSF) and the NIST AI Risk Management Framework.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 20210median 0
- Fiscal 20220median 0
- Fiscal 20231median 1
- Fiscal 20241median 4
- Fiscal 20251median 10
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-12-31 | 10,525 | 2026-03-16 | 10-K |
| 2024-12-31 | 10,821 | 2025-03-17 | 10-K |
| 2023-12-31 | 9,311 | 2024-03-15 | 10-K |
| 2022-12-31 | 8,646 | 2023-03-16 | 10-K |
| 2021-12-31 | 8,004 | 2022-03-16 | 10-K |
| 2020-12-31 | 6,187 | 2021-03-16 | 10-K |
| 2019-12-31 | 6,541 | 2020-03-16 | 10-K |
| 2018-12-31 | 6,335 | 2019-03-18 | 10-K |
| 2017-12-31 | 8,231 | 2018-03-16 | 10-K |
| 2016-12-31 | 6,275 | 2017-03-15 | 10-K |
| 2015-12-31 | 5,108 | 2016-03-15 | 10-K |
| 2014-12-31 | 4,218 | 2015-03-16 | 10-K |
| 2013-12-31 | 4,339 | 2014-03-14 | 10-K |
| 2012-12-31 | 2,519 | 2013-03-18 | 10-K |
| 2011-12-31 | 675 | 2012-03-15 | 10-K |
| 2010-12-31 | 714 | 2011-03-15 | 10-K |
| 2009-12-31 | 630 | 2010-03-15 | 10-K |
| 2008-12-31 | 649 | 2009-03-13 | 10-K |
| 2007-12-31 | 644 | 2008-03-12 | 10-K |
| 2006-12-31 | 644 | 2007-03-20 | 10-K |
| 2005-12-31 | 494 | 2006-03-20 | 10-K |
| 2004-12-31 | 139 | 2005-03-30 | 10-K |
Limits of this reading
- Owner-operators and independent agents are not employees and are left out (rule 8).
- No count by segment: the split is by revenue (c); the brokerage segment folds into trucking.
- The U.S. share is not stated; the count spans the U.S., Mexico and Canada.
Source: the company's annual report on EDGAR, accession 0001193125-26-108365, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
The report on Universal Logistics Holdings, Inc., $29
This page as a document to keep, with what it does not show: the share within reach at every date on three paces and two reliabilities, a typical workforce of this shape at the stated headcount role by role and task by task (the industries' staffing, never the company's roster), where to start, what changes for the people and what they would learn, every sentence in the filing that names AI, the headcount by year, the companies read with the same leading pattern, the method and a citation line. To print or save as a PDF, open again in your browser for a year.
See the report, $29See the sample first: Walmart's report is free
Questions about this company
- How much of Universal Logistics Holdings, Inc.'s working time is within reach of AI?
- An estimated 18% now and 22% by the end of 2028, on METR's long-run pace at four in five, from the workforce Universal Logistics Holdings, Inc.'s own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Universal Logistics Holdings, Inc. employ?
- 10,525 as of December 31, 2025, as its annual report for the period ending December 31, 2025 states.
- What kinds of work make up Universal Logistics Holdings, Inc.'s workforce?
- Read from its annual report as a blend of 2 industry staffing patterns, the largest Truck Transportation; by those patterns the work is about 23% desk work, 9% people work and 69% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Universal Logistics Holdings, Inc.'s annual report say about AI?
- 1 sentence in the filing name AI. Its annual reports for fiscal 2021 to 2025 name it in 0, 0, 1, 1 and 1 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 19, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.